The Currency field is used to capture monetary values along with a selected currency. You use it when amounts must be stored, displayed, and managed consistently across applications.
Common examples include product pricing, invoice amounts, or financial entries.
Note
To use the Currency field, currencies must be enabled at the organizational level under: Admin Menu → Preferences → General → Currency Management. Only the currencies added and enabled here will be available for selection in the Currency field.
Note
This field includes all standard field properties. For details, refer to Form Field Properties. The additional properties specific to this field are listed below.
| Property Type | Description |
|---|---|
| Currency | Defines the currency type used for the field. Available options ▸ Displays only currencies configured at the organization level ▸ Example: USD, INR, AED |
| Currency Format | Controls how the currency is displayed. Available options ▸ Symbol → ₹, $, € ▸ Code → INR, USD, EUR Example ▸ Symbol → $ 6,262 ▸ Code → 626 USD |
| Currency Position | Controls where the currency appears relative to the value. Available options ▸ Prefix → $100 ▸ Suffix → 100 USD |
| Decimal Digits |
Controls the number of decimal places.
Example ▸ 2 digits → 100.75 |
| Display Format |
Controls how numbers are formatted. ▸ 1,234.56 (Standard format) Example ▸ Standard → 1,234,567.89 |
| Type | Mistake | Impact | Fix |
|---|---|---|---|
| Using Number instead of Currency | You capture monetary values in a Number field | No currency context | Use Currency field for financial data |
| Not enabling currencies | Required currencies are not configured | Field options may be limited | Enable currencies in admin settings |
| Incorrect decimal precision | You use wrong decimal settings | Rounding issues | Set appropriate decimal digits |
| Mixing currency formats | You use symbol in some places and code in others | Inconsistent display | Standardize format |
| Ignoring base currency | Multiple currencies without standardization | Reporting becomes inconsistent | Define base currency in data tables |