Understand currency field

The currency field enables your users to enter a monetary value. It displays a currency symbol and allows entering a decimal value. Below is how a currency field looks on a form:

Character limits

The currency field can accept a number that contains a maximum of 19 digits. This is inclusive of the decimal point and the digits entered after the it. When your user enters a negative number, the negative sign is also counted as a digit.

Features

You can perform the following customizations with respect to the user experience of the currency field on a form:

• Set the currency type and display format
• Set the maximum number of digits and decimal points
• Other field properties
• Reporting capabilities

Setting the currency type and display format

The  Currency type  property refers to the currency associated with the currency field, such as USD, EUR, AED. When your users access the currency field in a form or report, the corresponding currency's symbol is displayed. For example, when you set  Currency type  as  United States Dollar (USD), the  $  (dollar) symbol will appear in the currency field. Learn how to  set the currency type

The  Display format  property refers to the format in which this field's data will be displayed in. Learn how to  set the display format

• In forms, your users will be able to enter formatted data in the currency field. When they enter unformatted data, its display format will automatically be applied.
• In reports, the currency field data will be displayed as per its display format.
• The display format will also be applied when you print a report or record, or export them as a PDF or HTML file.
• When currency field’s  Display format  property is set with the value  Default :
  
  • No formatting will be applied when your users enter data in the currency field
  • Formatting based on your user’s web browser’s language or mobile device’s locale, will be applied when your users view currency field data in reports

When you add a currency field to your form, its currency type and display format properties are set with appropriate values:

• The  Currency type  is selected based on the  Country  set in your Zoho account’s  profile. For example, currency type will be set as United States Dollar (USD) when the country’s United States of America; Euro (EUR) when France.
• The  Display format  is selected based on the currency type. For example, the format  1,234,567.89  will be applied for USD; format  1.234.567,89  for EUR.

Setting the maximum number of digits and decimal points

• The  Max digits  field property defines the maximum number of digits your users can enter in the currency field. Everything your users enter in the currency field: the negative sign, the digits before the decimal point, the decimal point, and the digits after it, will be counted and validated by the  Max Digits  value of that field. Learn more about the  max digits  field property
• The  Decimal points  property defines the maximum number of digits that your users can enter in this field after the decimal point.  Learn more

Other field properties

• Customize the  field name and field link name  of this field
• Make it  mandatory  for your users to enter an input in this field
• Prevent your users from entering  duplicate values  in this field
• Set an  initial value  for this field, which yours users will see when they access your form
• Enable users to  scan of a QR code or bar code  to enter an input in this field
• Show this field only to the app’s admin  (and hide it from other users)
• Change the  field type
• Set the  field size
• Describe the field  using a tooltip or help text

Reporting capabilities

When yours users access a currency field in  reports, you can enable them to view the following aggregate values:

• Total  - the sum of the values stored in that currency field across all records displayed by that report
• Average  - the average of the values stored in that currency field across all records displayed by that report
• Min  - the smallest value that's stored in that currency field across all records displayed by that report
• Max  - the greatest value that's stored in that currency field across all records displayed by that report