This article describes the function and use of custom amount fields within the Customs Editor. Different custom fields are best suited to different types of data. Amount fields are used for data that contains only numbers and is used in calculations. Custom amount fields include Amount - Number, Amount - Currency like $0.00, Amount - Decimal like 0.00, and Amount - Percent like 0.00%.
To learn how to add custom fields, including amount fields, read the article on using the Customs Editor.
The Customs Editor is an Advanced tool and requires Org Admin privileges.
Using Amount Fields
Amount fields accept only numerals. This makes them ill-suited for data that requires flexibility in characters, like some account IDs. Amount fields are best suited for data that uses only numerals and is consistent across projects. Common amount fields include project settlement amount, policy limits, and days missed from work.
Amount fields keep data clean, allowing for sorting, averaging, and summing in collections, reports, and Vitals. When building reports, amount fields allow you to limit your report in ways that are specific to numbers, like by items “less than,” “greater than.”
Functions of Amount Fields
Differences and Conversions
The Amount - Number field is the most basic of the custom amount fields. This field is special in that it only takes integers, and it cannot be converted to any other field once it has been chosen.
The other amount fields—decimal, currency, and percent—take decimals up to two places, and each of these three can be converted to the other two: a percent field can be converted to a currency field at any time, and so on.
Amount fields’ strength lies in their reporting criteria. Amount fields include two reporting criteria:
|Amount field||=, >, <, ≥, ≤|
|Amount field is empty||No (has value), Yes (empty), Yes or Zero|
The reporting for amount fields is based on information that would be useful for number-based data. Contrast these reporting criteria with the criteria available for text fields, which do not include options for less than or greater to, or the option of including “zero” as empty.