how in saved search let the customer balance appea...
# ask-stanley-ai
n
how in saved search let the customer balance appear as currency * exchange rate when the currency is us dollar and when it is Egyptian pound i want it to appear as the balance
c
AI generated answer (using internal Slack threads):
In order to display the customer balance in a saved search as currency * exchange rate when the currency is US dollar and when it is Egyptian pound, you can use a Formula (Text) field in your saved search. You can create a formula that checks the currency of the record and multiplies the balance by the exchange rate. Here is a simplified example:
Copy code
sql
CASE WHEN {currency} = 'USD' THEN TO_CHAR({balance}*{exchangerate}, 'L999G999D99') 
     WHEN {currency} = 'EGP' THEN TO_CHAR({balance}, 'L999G999D99') 
     ELSE TO_CHAR({balance}, 'L999G999D99') 
END
This formula checks if the currency is USD, if so, it multiplies the balance by the exchange rate and formats it as a currency. If the currency is EGP, it simply formats the balance as a currency. For any other currency, it also just formats the balance as a currency. Please note that you might need to adjust the formula to fit your exact needs, and the field names might be different in your case. Also, the 'L999G999D99' is a format model that represents currency, you might need to adjust it according to your locale. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.863258719
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843547
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842517316
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