How to know the currency of a field?

There is no easy way...

There is only one currency per record, its id is in currency_id

The PDF amounts are formatted using the currency symbol rather than the currency's ISO4217

It would be really nice if there was a choice on which to use in the PDFs.

The only way I can think of to do what you need is to add a custom field to your module to hold that value, then include it in your PDF using smarty to format the amount without a symbol.

So your before_save logic hook will have something like:

if ($bean->currency_id == '-99'){
    $bean->reporting_currency_c = 'USD';
}else{
    $currencyBean = BeanFactory::retrieveBean('Currencies', $bean->currency_id);
    $bean->reporting_currency_c = $currencyBean->iso4217;
}

Note that your default currency has ID -99, for us that's USD

Hope this helps,
FrancescaS

I will try it.

Thank you so much.

I believe there is a better solution.

You can create a varchar field "iso4217" in the target module and setup the following sugarLogic formula:

ifElse(equal($currency_id, "-99"), "USD", related($currencies, "iso4217"))

Unfortunately you can not configure such formula through Studio because SugarLogic engine doesn't "see" the field "currency_id", so you will need to place it directaly in the field's extended vardefs.

Finaly you run QRR and it is done.

Regards

André Lopes,

your comment made me wonder if we could translate that sugar logic formula into a smarty formula. Unfortunately currencies is not available from the PDF so {if $fields.currency_id== "-99"}USD{else}{$currencies.iso4217}{/if}

won't work.

It could be made available by modifying the PDF Manager (overkill?)

to include the related currencies so they can be referenced directly in the PDF without having to add a field to the module itself.

How to customize the Sugar PDF Manager 

But, in theory, one could hard code the currency iso4217 directly in PDF:

{if $fields.currency_id== "-99"}USD{elseif $fields.currency_id== "<the id of GBP in your system>"}GBP{elseif ...   {/if}

Not very clean and system dependent, but nonetheless an option.

All this begs the question.... Angel Magana, can one create custom Smarty Modifiers for Sugar in an upgrade safe manner? If so we should be able to create our own version of

include/SugarSmarty/plugins/function.sugar_currency_format.php to use the currency iso4217 instead of the symbol

FrancescaS

For the benefit of others in future who don't have the option of using logic hooks and vardefs, I've found that it is possible to implement a purely BPM solution to create calculated fields within the record that can then be pulled into email and document templates.  

ifElse(equal(related($currencies,"iso4217"),""),"AUD",related($currencies,"iso4217"))

ifElse(equal(related($currencies,"symbol"),""),"$",related($currencies,"symbol"))

The ifElse is needed to deal with the default currency, you will need to replace "AUD" and "$" with your defaults.

hi Dave, sounds interesting but you lost me
can you provide a little more detail please?

Appreciated in advance.

Hi Tony,

I created two calculated text fields in the Opportunity table using those formulas.  I'm then able to pull the currency code and symbol from those fields into the email or document templates.  Make sense?

Dave

hi Dave,

ah right yes, it was the ''purely BPM solution'' part that confused me