Setting Up Currency Attributes for Translation

To use currency translation, you create an attribute which takes in amounts (or monetary value) in local currency of the entity. In the Edit Attribute dialog, there is a property named Currency. If you choose the Entity Currency value for that property, that particular attribute will inherit the currency from the entity to which the form template is being deployed to. You can override it by selecting a different currency that is displayed.

To demonstrate, here's an example with a simple data set of Employee Meal Expenses that inputs meal expense data values manually in the local currency from entities around the globe. You can choose whether to use the Entity currency or override it.

The attributes include: Employee ID, Employee Name, Meal Type, Amount, and Amount in HQ Currency. The goal is to take the Amount and translate into Amount in HQ Currency which is USD (dollars).

sample data set of employee meal expenses shown

To translate local currency of input values into HQ currency:

  1. On the Home page, click Application and then click Supplemental Data.
  2. Click the Data Sets tab on the left.
  3. Select the data set and select Actions, then Edit.
    sample data set showing Amount attribute
  4. From the Attributes tab, select the attribute (for example, Amount which is the input value for the meal expenses from various teams around the globe), and click Actions, then Edit.
    Edit Attribute dialog showing Properties for Amount attribute.
  5. In Currency, selecting Entity Currency means that this attribute (Amount) will inherit the currency of the Entity that the form is deployed to, which is "USD" (dollars) in this example.
  6. Now look at the calculated attribute, Amount in HQ Currency, that was set up with Currency in USD (dollars).
    Properties dialog showing the calculated attribute, Amount in HQ Currency.
  7. In Calculations, note how the Translate function has been set up to translate the values in "Amount" to USD currency using the "Average" exchange rate type.
    Translate function for calculated attribute Amount in HQ Currency
  8. Once the data set setup is complete, you can see the translation work in a deployed form. Here's an example showing a form template that has been deployed to four different entities having four different currencies.
    Deployed form showing four entities with four different currencies

    Let's take a look at the Monthly Meal Expenses for India. Once you enter the "Amount", the translated currency value shows up after you Save it. Note that the translation is calculated to the HQ currency.
    Input value shown in Amount column and translated to HQ currency

  9. You can also view this in the Data Set dashboard. Note the currency symbol in the "Amount" column and the translated values in the "Amount in HQ Currency" column.
    view in Data Set Dashboard of translated currencies from input amount in local currency to HQ currency in USD