Hi everyone!
I’ve noticed a few users running into issues with Doc Merge templates, so I thought I'd share a quick tip that might help clear things up. As someone working in Sugar Support, I’ve had a few cases recently related to this, and I hope this advice makes your Doc Merge experience smoother.
The Scenario: User would like a variable to represent the currency used in the record.
The Issue: Currency ID does not include the symbol or currency.
The Fix: Use the following formulas:
Symbol: {!formula value ='ifElse(equal(related($currencies,"symbol"),""),"$",related($currencies,"symbol"))'}
Currency: {!formula value ='ifElse(equal(related($currencies,"iso4217"),""),"USD",related($currencies,"iso4217"))'}
Note: you may need to change/test "USD" depending on your preferred currency
