Setting the transactioncurrencyid from one entity to be the same as another entity

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Posted on by iamglt

Hello,

I have a question. We have one entity which contains our Expenses listed by date, which the user can enter a currency depending on what country the expenses were incurred in. The currency is displayed on each line item (i.e. USD, EURO, AUD etc). Call this Entity 1.

Another entity (Summary page) display the totals of the expenses listed above, but always displays the total as US dollars - Call this Entity 2. How can I set entity 2 transactioncurrencyid to be the same as entity 1?

Cheers,

Geoff.

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Customization / Solutions / SDK and API

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LuHao 40,872 on at

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RE: Setting the transactioncurrencyid from one entity to be the same as another entity

Hi partner,

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LuHao 40,872 on at

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RE: Setting the transactioncurrencyid from one entity to be the same as another entity

Hi partner,

Entity2 is updated according to entity1, and the relationship between entity1 and entity2 is N:1.

We can use the workflow to do it.

Take "opportunity" and "opportunity line" as examples. They are very similar to your needs.

Opportunity is entity2, opportunity line is entity1. The relationship between opportunity line and opportunity is N:1.

1. Create a workflow for the Opportunity Line (entity1). Check As an on-demand process, select Scope as Organization, check Start When as Record is created and Record fields change, click Select to select Currency.

2. Add an Update Record. Select Update as Opportunity (entity2), click Set Properties.

3. Select the Currency field of the Opportunity Line on the right and set it to the Currency field on the left.

4. Activate the workflow. Go to Advanced Find, select Look for as Opportunity Line (entity1), set the filter conditions to filter out entity1 which entity2 will be set by. Click Result.

5. Select records, click Run Workflow, and select the workflow you created.

In addition, when creating entity1 and modifying the Currency field of entity 1, this workflow can also be triggered to set the Currency field of entity2.