Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
Dynamic Currency dimension selection based off Base Currency Property for Entity in Forms — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Dynamic Currency dimension selection based off Base Currency Property for Entity in Forms

Received Response
12
Views
1
Comments
edited Jun 25, 2021 8:49PM in Planning 1 comment

Summary

Users are wanting to have default currency on forms for inputs, can you leverage the base currency property in Entity dimension to automate currency dimension on a form?

Content

We are a global company and for our monthly forecast cycles we plan based off functional currency that each user needs to select based off what entity they are forecasting for. The our forecast end users sometimes have a hard time with switching the currency when moving onto a new entity. Is there functionality to leverage the base currency property in the entity dimension and to have that automatically populate in the form for whatever entity they select? This would help solve the issue of forgetting to update the currency as the move in and out with the forecasting cycles.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!