How to select default currency based on the user

[venkatbza]

Hi Friends,

i have created sales dashboard and pulled in to access point. now the requirement is if india user login access point by default INR currency code need to select in list box, if a user login from USA by default it will be select USD.

I have currency code column like below

currency code
USD
INR
EUR

Thanks,

Venkat

[niclaz79]

Hi Venkat,

How does the user id look from the login side? Can you identify the location of the user based on their login name?

[venkatbza]

Hi Niclas,

we have created section access and it is based on the nt name user can access report in access point.

Thanks,

Venkat

[niclaz79]

Yes, I understand that. But can you find within the username where the person is located?

If you look at a textbox with the expression =OSUser() it returns who is logged in. So if in that name you see for instance the following:

\\Company\India\A183221 where the 'India' portion is the location of the person you can in the start triggers of the document set:

if(Subfield(OSUser(),'\',-2) = 'India', 'INR') for the currency field.

[venkatbza]

Hi Niclas,

Thanks for your suggestion, in my report i need to show currency code filter in a list box. and in my section access script i have country code also, based on country code we are identifying the user.

Thanks,

Venkat

[niclaz79]

Great, then you can reuse the country code you use to identify the user and set the currency selection in the trigger.

Good luck!

[qliksus]

You will be having entity column to define the user country assuming you have connected the section acess with this entity field you automatically will have one record in that field . Now just use the on-open trigger to select the required value