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Create a Money Attribute

Create a money attribute that lets users enter a monetary value in a field. For example, the Planned Cost field for a project allows users to enter a planned cost amount in dollars.

The product associates money attributes with a currency code so that you can convert the value to another currency if necessary.

Follow these steps:

  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Attributes.
  4. Click New.
  5. Complete the requested information. The following fields require explanation:
    Partition

    Specifies the partition to associate with the attribute.

    Partition Association Mode

    Specifies which partitions can include the attribute, in addition to the selected partition.

    Data Type

    Defines the data type for the field. Select Money.

    Currency Code Location

    Specifies that the attribute has its own currency code field. Select the default currency code in the Default Currency Code field.

    Validation Range

    Defines the range of values that is allowed for the attribute. Enter the lowest value in the first box and the highest value in the second box.

    Default Value

    Specifies the default value for the attribute.

    Populate Null Values with the Default

    Specifies whether to populate existing objects automatically with the default value.

    Presence Required

    Specifies that the attribute always appears in the Edit Properties view.

  6. (Optional) To display the field in color or as an icon, complete the following steps in the Display Mappings section:
    1. In the Type field, select Color or Icon.
    2. Select the appropriate color or icon.
    3. Enter a brief description of the color or icon representation in the Description field.
    4. Enter a number for the beginning of the range that the color or icon represents in the From field.
    5. Enter a number for the end of the range that the color or icon represents in the To field.

    Repeat this step to define any additional ranges of numbers to color-code or represent by an icon.

  7. Save your changes.

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