Currencies

Setting up a currency List to be able to select currencies on Fund & Company pages.

1. Create a New List of Currencies

Navigate to Setup > Advanced > Lists and add "new list." Give it any name you like and under options, choose type "Structured data".

2. Assign the Unique Identifier

For the system to recognize this list as the official currency list, you need to assign a unique identifier known as Pretty Id. Set the Pretty Id value to currencies-list.

3. Populate the List with Currencies

Once the list is named and the unique identifier is set, you can begin adding currencies.

Each currency entry consists of a row (List Item) with a specific JSON structure. This JSON structure provides essential details like the currency code, sign, and conversion rates to other currencies.

JSON Structure Example:

{
  "code": "EUR",
  "sign": "€",
  "conversionRates": {
    "SEK": 11.8005
  }
}

In this structure:

• code represents the currency code (e.g., "EUR" for Euro).
• sign represents the symbol for the currency (e.g., "€" for Euro).
• conversionRates is an object that details the conversion rate to other currencies. Here, 1 Euro is equivalent to 11.8005 Swedish Krona (SEK).

4. Add Additional Currencies

You can add as many currencies as needed by following the same structure. Ensure that for every new currency, you provide the correct code , sign, and conversionRates.

By following these steps, you'll have a functional currency list ready for use in the customer account. Remember, setting this up correctly is crucial for accurate currency handling and conversions.