Currency control

Advance control to capture monetary values

Currency Control is used to accept monetary values by letting the user set the amount and the currency of payment. Currency control has two components - Value & Unit where value accepts Currency value in decimals and Unit is the selection list to select the currency unit i.e. USD, GBP, INR, etc. For example, it can be used for various purposes like making bids or setting quotations for projects or assets.

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Properties

UI Properties

  • Label : Label is the text that is displayed above the Currency Control and helps the user to understand what they are supposed to do with the Currency Control.

  • Properties : These properties help you customize the Label by changing the text size, weight ( Light, Normal, Bold, Extra Bold, X Extra Bold), alignment (Left, Center, Right, Justified) and color of the label.

  • Type : The Type field is automatically generated depending upon the type of control used. In this case, it is a “currency” type.

  • Unique Name : A Unique Name is used to uniquely identify a control in your App. Every control that is added on the screen gets an auto-generated Unique Name on the basis of the Label name given to the control. Since Currency is a composite control and consists of two parts it has two unique names one for Value and another for Unit.

  • Tooltip: This allows you to add the Tooltip text that would provide a hint to the user for providing input. The Tooltip icon would be visible if you switch on the Show tooltip icon toggle property available below.

  • Description: Is the description that you can add for your controls. The Description would only be visible if you switch on the Show Description toggle property available below.

  • Submit Data : This field lets you determine whether to send the value of the control or not in a Workflow based on various control states. There are three conditions that could be set for this field.

    1. Always : If this condition is selected, the data in the Currency Control will be submitted irrespective of the state of the Currency Control.
    2. Never : If this condition is selected, the data in the Currency Control will never be submitted irrespective of the state of the Currency Control.
    3. No When Hidden : When this condition is selected, the data in the Currency Control will be submitted if the Currency Control is visible and not submitted when the Currency Control is hidden.
  • Required : When you select the required option, the field becomes a mandatory field and the user can not submit the form without adding value for the field.

  • Read Only : When you select this option, the user will no longer be able to edit this field.

  • Show Tooltip Icon: This allows you to toggle switch ON or OFF to show or hide the tooltip icon where the tooltip text would appear.

  • Show Description: This allows you to toggle switch ON or OFF to show or hide the Description text.

  • Hidden : The hidden option helps you to hide the field from the user. This might help to perform some computation you don’t want the user to see or if you want to show certain fields only when a specific condition is met/not met.

  • Caching : When the caching option is selected and if a LOOKUP formula is applied to this control, the value that the LOOKUP returns will be cached and the user will be able to see this value in the Currency Control even when he accesses the microapp later with no connectivity. This option is required when you want your app to be accessible in offline mode as well and getting the latest data from the sheets always is not critical.

  • Hide Label : This option hides the label of the Currency Control from the view.

  • Trigger dependents: When you Disable Trigger Dependents, it helps you to reduce or optimize the unnecessary evaluation of the dependent control’s formula. For a detailed explanation refer to this article here .
    By default, Trigger dependents is enabled. However, in complex apps by switching it off, you would limit the evaluation in the dependent control and in turn ensure quicker response times.

Properties

  • Theme : This lets you choose the color of the Container box. You can either enter a custom hex code value or use one from the available themes in the builder.

  • Unit color : This is used to set the color in which the unit is displayed.

  • Default Unit : This is used to set the default unit, which can be changed by the user while filling the currency field.

  • Placeholder : It is a prompt that gives a hint to the user as to what has to be done. It is present in the field and is overridden when the user types something into it.

  • Tooltip : This option lets you display a message when the cursor is positioned over the field.

  • Format : There are three formatting options available. You can use one of these options as per the function of the numeric control. These options are:

    1. Normal : The normal format will display the number exactly as it is input by the user.

    2. Currency : The Currency format rounds off the input value to the nearest whole number.

    3. Accounting : The Accounting format is used for accounting purposes and it displays the negative values in brackets.

  • Max Value : This option lets you to set the maximum value that this field will accept.

  • Decimal Precision : Use this property to define the number of digits to be displayed after the decimal point. It can be defined as 0 if no decimal points are desired.

  • Show Barcode Scanner : This creates an option to scan a barcode to enter data to the field when a device with a camera is used to access the microapp.

How to Use a Currency Control?

Start with selecting the Currency Control from the Advance section of the Controls Menu.

The Currency Control will then appear on the screen in the builder, you can then set all the above properties as per your requirements.
You can use the Bind Data options to bind data from different sources to the Currency field There are different ways in which you can bind data to the Numeric field.

bind data currency

  1. Static Data: This is the data that does not change over the period of time. Such data is used to assign default values in fields in your application. The static data can be based on the data type i.e. Numeric, Text, and List type data.

  2. Sheets : This allows you to fetch data from a sheet and display it in the fields. Select your sheet from the list and then select the columns to be used. You can also add filters and sort data.

  3. Controls: This allows you to get data from one of the App controls.

  4. Variables: This assigns the value of the variables defined in the app.

  5. LoggedIn User: You can display the properties related to the LoggedIn User like username, usermail, Admin, status, and so on. You can select a single property only . Select column and click Save .

  6. API: This allows you to add an API and select the values returned by the respective API. You can select multiple keys to display values.

  7. Custom Formula: This can be used to apply formulas and store the output of those formulas. You can learn more about formulas here.

Preview

Preview of currency control

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Following are the currency options available for the user: