XE Currency

The XE Currency connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for XE Currency actions. Use XE Currency actions A tool for building the processes, logic, and direction within workflows. to retrieve and convert currencies.

Create a XE Currency connection

You can create connections from the Automate or Designer page.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Create a XE Currency data source

Use the XE Currency data source to create a drop-down list of currencies in a form.

Example:  To allow users to select a specific currency in a form, add a drop-down list of currencies to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a XE Currency - Get currencies data source to list the currencies in the drop-down.

You can create a data source to:

  • Get currencies: list all the currencies available from your XE Currency account.

Each data source is configured for a specific user. You can create as many data sources as you need.

XE Currency data source fields

When you create a XE Currency data source, you can configure some additional fields to specify which companies, contacts, deals, deal pipelines, or owners the data source should retrieve.

Section

Field or selection

Description

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • XE Currency - Get currencies:
    • Return obsolete currencies: Selects whether to retrieve currencies that are obsolete.
    • Select language: Sets the language used for the retrieved currency name.