Identify the rate table and data source to use for currency conversions for the designated FX Currency field.

  1. Click the Rate Table tab.
  2. In the Conversion Rate Table field, select the rate table used for conversions of currency values in the FX Currency field:
    • To use the default system rate table you defined in the glide.currency2.system_rate_table property in System Localization > All Properties., select System Currency Conversion Rate. This table stores daily reference rates retrieved from the European Central Bank.

      To learn more about the system rate table, see Default currency conversions.

    • If you have defined a custom rate table, you can select it to use in currency conversions for the FX Currency field. To learn more about how to define custom rate tables, see Add conversion rates using a custom rate table.
  3. In the Conversion Date Source field, select the field to use as the source of the date and time for the currency conversion for the FX Currency field:
    • To use the date and time at which the user performs the currency conversion, select --None--.
    • To use as the source of the date and time for the currency conversion, select the dot-walked field.

      For example, to perform the currency conversion based on the currency rates in effect, select a transaction date field. So, if you entered the transaction on July 15, and you perform the currency conversion on July 31, it uses the currency conversion rates in effect on July 15.

  4. Click Save.