Create New Currency Fields

A Currency field captures monetary values such as budgets and request amounts. Display formatting follows the configured currency, including symbol, separators, and decimal behavior.

Use currency fields when you need financial values that support reporting, validation, and formula-based calculations.

1. Select Control Panel, then Settings.

2. Under Blueprint, select Custom fields.

3. Select the target record type.

4. Select Add new, then select Field.

5. Enter field details and set Type to Currency.

6. Select Save and close.

After creation, the field appears in the Fields library for the selected record type. For field management guidance, see Fields library.

Note: Currency validation enforces configured minimum and maximum values on submission when a response greater than zero is entered, regardless of whether the field is required.