How do I set up the Currency Code Source in custom currency attributes for iOS application?

Updated on October 10, 2020 08:25AM by Admin

The Currency Code Source helps you to update the other currency field based on the source currency attribute automatically.

Steps to Configure

  • Login and access the Opportunities app from the universal menu.
  • Click on the More(...) icon and select the Settings.

  • From the Settings page, click on the Customize app and select the Master Layout.
  • On the Master Layout, drag and drop the Custom Currency field and Enable the Allow Override toggle.

  • Then, drag and drop the second custom currency field.
  • Click on that to view the Inspector tab.
Drag and Drop

  • Select Currency 1 attribute in the Currency Code Source drop-down and Enable the Allow Override and Automatic Conversion Toggle.
  • Save the Changes.

  • Now in the creation/overview pages, Currency 2 will be automatically converted by selecting the desired currency in the Currency 1 field.
Create Page

  • You can also do the same update from your iOS application.
  • Here, by selecting the desired currency on Currency 1, the Currency 2 field will get an update automatically based on the Currency 1.

Update from iOS