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• And more!
Check out this thread to learn more!
Sourcing Data from Custom Record?
I've created a custom record to store FX rates (for purposes of calculating commissions). There are two important fields on this record
[LIST]
[*]Currency - this is the native currency list
[*]Commissions FX Rate - a custom decimal field
[/LIST]
I have another custom record, our Contract record, which has these fields (among others):
[LIST]
[*]Customer Currency: native currency list, value is set by sourcing from the customer record
[*]Commissions FX Rate Contract - the field I want to populate
[/LIST]
I want to source the "Commissions FX Rate" value into the "Commissions FX Rate Contract" field when the currencies match in the "Currency" and "Customer Currency" fields.
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