Use Currency with 2 how-to topics, including creating a currency field and entering an amount; start from the index below and open the matching steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a currency field | Free |
| 2 | 2. Enter an amount | Free |
How-to Guide
1. Create a currency field
Entry: Tap a table header → Edit → Field Type → Currency
- Tap the table header you want to configure.
- In the floating toolbar, tap Edit.
- In the field editing panel, tap Field Type.
- Select Currency.
- Set the field name, then confirm to finish creation.
Success Criteria
- On-screen result: a new currency field column appears in the table.
- What you can do next: you can enter amounts in records under this field.
Tips While Using
- Common mistake: if the header is not selected first, the field editing panel may not open.
- Environment note: use a clear field name such as Quote, Expense, or Budget Amount.
2. Enter an amount
Entry: Tap the target cell → Open record details → Select the currency field
- Tap the target cell to open the related record details.
- Tap the Currency field you want to fill in.
- Type the amount.
- Return to the table and confirm that the amount appears in the correct record.
Success Criteria
- On-screen result: the amount is saved in record details.
- What you can do next: you can continue editing other records or use the field in later summaries.
Tips While Using
- Common mistake: make sure you are editing a currency field instead of a standard number field.
- Environment note: the default currency symbol on mobile may differ from desktop settings; change the symbol on desktop if needed.