How can I add a currency field to a catalog item?

[Casey3]

I'm trying to figure out how I can add a currency field to a catalog item that we can use for reporting purposes.

Example: I have a catalog item that will require the task to have a dollar amount entered into a variable upon closing. This is the total dollar amount (USD) that the task costed to complete. Managers will want to see how much they've spent on these types of tasks over a period of time. So a report that we create would need to be able to add up this dollar amount for a given period of time or maybe show monthly totals. We haven't really dove into the reporting piece yet.

I'm not seeing the ability to add a combo box as shown here: https://docs.servicenow.com/bundle/london-platform-administration/page/administer/currency/concept/c...

I also came across the Currency values in scripts documentation, but I guess I'm not following how I could use this on the catalog task. https://docs.servicenow.com/bundle/london-platform-administration/page/administer/currency/concept/c...

Has anyone done this before or have recommendations on how I could do this?

[Mark Roethof]

Hi there,

To clarify, do you want a custom field of type currency on the Catalog Item form layout? Or do you want a Variable within Catalog Items of type currency?

In case of a Variable: no such type exists out-of-the-box. You could go for a widget. Or easier, single line text + onChange or onSubmit regex validation.

If my answer helped you in any way, please then mark it as helpful.

Kind regards,
Mark

---

LinkedIn

[Allen Andreas · Accepted solution]

Hi,

Please see this link for basically making a currency variable. You'd hide this via UI Policy on all views except catalog task.

Something like this: https://community.servicenow.com/community?id=community_question&sys_id=962a8f69db5cdbc01dcaf3231f96...

Please mark reply as Helpful/Correct, if applicable. Thanks!

[Casey3]

Thank you Allen, that was very helpful!

The last piece I'm trying to figure out is how to report on this. I can run a report to show all of my tasks and the variable containing the dollar amount. That's helpful, but I know the next question I'll be asked is how to get a total for say the last 6 months.

Example: The report I made contains two tasks each with a variable that's equal to "$100.00". How do I run a report to show that the total of these two tasks is equal to $200.00?

[Allen Andreas]

Hi,

Adding fields together in a report is always a tricky thing...you can google that and see people hitting a wall...and then some guy trying to sell you his third party app, haha....anyways...you can try a Multilevel Pivot type report. Here's an example of a different table, where I used the total value from all time card records for 2 users. Due to my settings, the report added their individual totals together for a sum across the board, then it added the sums together to give me the overall sum for both records:

I'm sure this would work for variables that are named the same as well, just select the relevant columns and rows.

Please mark reply as Helpful/Correct, if applicable. Thanks!