Link Currency/Monetary Field in Customs Forms | Community
Skip to main content
A
Anonymous
January 5, 2024
Solved

Link Currency/Monetary Field in Customs Forms

  • January 5, 2024
  • 2 replies
  • 764 views

Hi Community,

 

I have three fields that I want to interact with each other.

 

  • Currency Field: This is just a Text drop down so the user can highlight the currency
  • Budgets Fields: These are both currently in Currency format

The user can define the currency, e.g. USD, but the two Budget fields then default and show as GBP. Is there a way to make the Budget fields reference the Currency Test field to pull in the correct currency?

 

If not possible, I could change the budget fields to number format, but would prefer them to be in Currency format.

Thanks

Matt

 

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by KellieGardner

There is not a way to make custom fields know it should be a different currency type based on previous custom fields. 

 

There are options for setting up different exchange rates within a project if that's an option for what you are doing. If you use a different currency type for projects then all the currency fields convert to that instead of USD.

 

 

 

We don't use different rates in our instance so I have limited knowledge on any nuances to the process but have tested it in Sandbox previously to learn about it. 

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/exchange-rates/set-up-exchange-rates.html?lang=en

 

2 replies

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
January 5, 2024

There is not a way to make custom fields know it should be a different currency type based on previous custom fields. 

 

There are options for setting up different exchange rates within a project if that's an option for what you are doing. If you use a different currency type for projects then all the currency fields convert to that instead of USD.

 

 

 

We don't use different rates in our instance so I have limited knowledge on any nuances to the process but have tested it in Sandbox previously to learn about it. 

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/exchange-rates/set-up-exchange-rates.html?lang=en

 

A
Anonymous
January 8, 2024

Thanks Kellie,

 

Thanks for confirming that it's not possible. I didn't know about the currency fields automatically updating to the currency set in the project, so that's useful to know.

 

Thanks for you help

Matt

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
January 5, 2024

 

Hi @17635835,

 

We have created many Budgeting solutions over the years, most recently including our AFA Burn Report and AFA Burn List solutions, which provide multi-currency features not available natively within Workfront.

 

For more information, I invite you to review this video and this related post, then (if you're interested) contact me at doug.denhoed@atappstore.com.

 

Regards,

Doug

Terms & ConditionsAccessibility statement

Loading footer...