Default currency values in lists
Summarize
Summary of Default Currency Values in Lists
This feature allows users to view default currency values in their session currency, formatted according to their locale. It applies to different field types, including currency and price fields, enhancing usability and clarity in financial data representation within ServiceNow lists.
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Key Features
- Currency Field Types:
- Currency: Displays value in the user's session currency.
- Price (Calculated): Shows value in the user's session currency.
- Price (Fixed): Displays the currency value as entered by the user.
- Price (Multiple): Shows the value in the session currency if it exists; otherwise, it defaults to the first entered value.
- Globe Icon Functionality: Allows users to toggle between different currency displays, including the value as entered, session currency, and reference currency values.
- Aggregation Operations: Supports calculating totals, averages, minimums, and maximums on currency columns, displaying the results in the user’s locale.
- Filtering: Users can filter currency fields by entering a currency code and numeric value, with results displayed based on the reference currency comparison.
Key Outcomes
By utilizing these features, ServiceNow customers can expect enhanced clarity and accuracy in financial data representation, improved filtering capabilities, and effective aggregation of currency values. However, be aware of potential discrepancies due to fluctuating conversion rates, particularly with fixed and multiple price types.
In lists, default currency values appear in the user’s session currency, formatted for display in the user’s locale. Typically, a formatted number follows the currency symbol.
| Field | Description |
|---|---|
| Currency field type | Value expressed in the user’s session currency. |
| Price field type |
|
- Value as entered by the user.
- Value in session currency.
- Value as entered and, in brackets, the value in reference currency.
The icon appears when the user’s session currency is different from the currency entered. Clicking the icon cycles through the listed displays. In the preview for the record, currency values appear as entered, formatted in the user’s locale.
Aggregation
- Aggregate the reference currency values for all records.
- Convert this aggregate to the user’s session currency for display.
- For price type fixed, the calculated reference value can be old.
- For price type multiple, the reference value of the first price entered is used. The other values are not used.
The aggregate value is shown formatted in user’s locale with a currency symbol. Currency fields are stored with four decimal places, and aggregates have four decimal places. For upgrades, you must set the glide.currency_price.use_all_fraction_digits property. See Change default currency decimal places for more information.
Filtering
- The filter currency value is converted to the reference currency.
- The filter’s calculated reference value is compared with the reference value in the records.
Matching records are shown in the list view.
- For a Fixed price field type, the calculated reference value can be old.
- For a Multiple price field type, it uses the reference value of the first price, and does not use the other values.