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Adding Currency Fields to a Form

This topic describes how to display a currency field, using a currency control on an Oracle CRM On Demand Desktop form. Although the currency control has field text in its name, it is a currency control.

<currency_field>CurrencyCode</currency_field>

In this example, you add an Annual Revenues currency field to the UI form. In this procedure, you update the following metadata files:

• od_meta_info.xml
• od_basic_mapping.xml
• forms_12.xml
• package_res.xml

For information on the contents of these files, see About the Metadata Files Updated During Customization.

To add a currency control field to a form

1. Update the od_meta_info.xml file as follows:
   1. Add the following two field definitions for the proper type where the currency code and the currency amount are stored:

   <field Name="CurrencyCode" Label="CurrencyCode" DataType="DTYPE_TEXT" HasPicklist="yes" PicklistTypeId='CurrencyPL' IsFilterable='yes'/>

   <field Name="AnnualRevenues" Label="AnnualRevenues" DataType="DTYPE_NUMBER" IsFilterable='yes'/>

   2. Add the type definition that requires these fields, for example, for Opportunity:

   <object TypeId='Opportunity' Label='#obj_opportunity'...>
   <field Name="CurrencyCode".../>
   <field Name="AnnualRevenues".../>
   ...
   </object>

2. Update the od_basic_mapping.xml file by adding the following XML section to the type definition that requires these fields:

   <field id="CurrencyCode">
   <reader>
   <mapi_user>
   <user_field id="od CurrencyCode" ol_field_type="1"></user_field>
   <convertor>
   <string/>
   </convertor>
   </mapi_user>
   </reader>
   <writer>
   <outlook_user>
   <user_field id="od CurrencyCode" ol_field_type="1"></user_field>
   <convertor>
   <string/>
   </convertor>
   </outlook_user>
   </writer>
   </field>

   <field id="AnnualRevenues">
   <reader>
   <mapi_user>
   <user_field id="od AnnualRevenues" ol_field_type="3"></user_field>
   <convertor>
   <double/>
   </convertor>
   </mapi_user>
   </reader>
   <writer>
   <outlook_user>
   <user_field id="od AnnualRevenues" ol_field_type="3"></user_field>
   <convertor>
   <double/>
   </convertor>
   </outlook_user>
   </writer>
   </field>

   For example, for Opportunity, the structure is similar to the following:

   <type id="Opportunity" display_name="#obj_opportunity_plural"...>
   <field id="CurrencyCode".../>
   <field id="AnnualRevenues".../>
   ...
   </type>

3. Update the forms_12.xml file by adding the following XML sample code to update the UI layout by adding the label for the currency field:

   <cell size="22">
   <multi_currency id="AnnualRevenues" tab_order="46">
   <currency_field>CurrencyCode</currency_field>
   <value_field>AnnualRevenues</value_field>
   </multi_currency>
   </cell>

   In this example, <currency_field> and <value_field> are the field names from the od_basic_mapping.xml file.

   Add this code to the appropriate object type form, for example:

   <form id="SBL Opportunity">
   ...
   <cell size="22">
   <multi_currency id="AnnualRevenues" tab_order="46">
   ...
   </form>

   The steps for adding labels are provided in Changing the XML Code in the forms_12.xml File and are the same as for a text field.

4. Update the package_res.xml file by adding the resources for the label text.

   The steps for adding the resources are provided in Changing the XML Code in the package_res.xml File and are the same as for a text field.