Currency Field
Updated
The Currency field type allows you to enter an amount which is automatically transformed into a properly formatted currency.
The article outlines the steps to create a Currency Field in Entity Studio.
Creating a Currency Field in Entity Studio
Navigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section.
The Entity Manager page appears with the list of entities.
Search for the desired entity in the search bar. Click on the 3 dots and then click the View button next to the entity name.
On the left navigation pane, click Fields and Relationships.
Click the Create Field page in the top right corner of the Record Manager. The Create Field Page appears.
Select Currency from the Field Type drop-down.
The following are the fields that needs to be filled in the Record Manager page.
Fields | Description |
Field Type | Choose the Currency field type that allows you to enter an amount which is automatically transformed into a properly formatted currency. |
Name | Provide a suitable currency name. |
API Reference ID | API Reference ID is a unique identifier used to reference fields and objects when interacting with the Sprinklr platform via APIs. For example, you can provide API reference ID as customer_name |
Help Text | Help text appears as a tooltip or is shown below |
Placeholder | This text will be shown in the field in its empty state. For example, the placeholder field name will automatically be fetched such as “Enter currency demo”. |
Precision | Precision in a Currency Field refers to accurately defining, formatting, and validating a field intended to store monetary values. You can write numeric values with precision up to 1, 1.0, 1.00, 1.000, etc. For example, you can select the precision value as 1.00 in order to see the currency to upto 2 decimal places i.e. $ 102353.25 |
Mandatory Field | When enabled, new record creation will fail if no input is provided in the field. If the default value is set, then the error will not be triggered. |
Enable Sorting | This is enabled by default. You can enable this option (if not already enabled) to allow sorting records in Record Manager using this field. For example, sort the Name field in ascending or descending order. |
Do not allow Duplicate Values | Enable this option to disallow any duplicate values in the Record Form. For example, if you add duplicate customer IDs by mistake, the system will trigger an error and will only accept unique entries. |
Enable Cloning | Allows the field value to be copied when a record is cloned. This is useful in scenarios where new records are often created based on existing ones, such as tickets, orders, or configurations. |
Click on the Save icon in the bottom right corner once you input the field details.