Currency Formatting Options - XML Tag Import Processor - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

XML Tag Import Processor

Platform
OnBase
Product
XML Tag Import Processor
Release
Foundation 23.1
License
Standard
Essential
Premier

Currency Formats are used in the configuration of the processor to specify the format of the data in the input file that is used to populate the Currency Keyword Types associated with the documents that are created from the input file.

To configure a Currency Format:

  1. Select the Currency Keyword Type and click Format.
    The Currency Format dialog box is displayed.
    Tip:

    The Examples section demonstrates how the values configured to use the Currency Format are displayed.

  2. In the General Formatting section, you may select either or both of the following options:
    • Use Currency Symbol —Select this check box if the value uses a currency symbol, such as a $. Type the symbol used in the Symbol field.

    • Use Digit Grouping Symbol —Select this check box if the value uses a digit-grouping symbol. A comma (,) is commonly used as a digit-grouping symbol (i.e., 1,000,000). Type the symbol used in the Symbol field.

      Note:

      The Digit Grouping Symbol and Decimal Symbol cannot be the same.

    • Digits in Group —Identifies the number of symbols that are separated by a digit-grouping symbol. This number is commonly 3 (e.g. 1,000,000). Enter the number in the Digits in Group field.

    • Decimal Symbol —Identifies the symbol used to identify decimal value spacing. This symbol is commonly a period (.) (e.g. 1,000,000.99). Type the symbol in the Decimal Symbol field.

      Note:

      The Digit Grouping Symbol and Decimal Symbol cannot be the same.

    • Decimal Places —Identifies the number of digits that follow a decimal symbol. This number is commonly 2. Enter the number in the Decimal Places field.

      Note:

      If the XML element in the file contains a number without any general formatting symbols (for example, 100000), but the Keyword Value is expected to display as 1,000.00, only configure the number of decimal places needed (in this example, 2) in the Decimal Places field. Do not configure other formatting symbols as these do not exist in the XML file and can cause Keyword Values to not display correctly.

  3. If the Use Currency Symbol check box is selected, the options in the Positive Numbers section are enabled. Select one or both of the following options:
    • Symbol After Number —Select this check box for positive numbers in which the currency symbol is displayed after the number. (e.g. 1,000.00$).

    • Add Space for Symbol —Select this check box if there is a space in the text between the number and the currency symbol (e.g. $1,000.00 or 1,000.00 $).

  4. In the Negative Numbers section, select from the following options:
    • Negative Indicators —Select either the Minus Sign or Parentheses radio button to identify how a negative value as a negative number is displayed.

    • Once a Negative Indicator radio button is selected, check one or more of the following display options for negative numbers:

      • Indicator After Number —Select this check box if the negative indicator symbol is to be displayed after the value.

        Note:

        Applies to minus sign (-) only.

      • Symbol Inside Indicator —Select this check box if the currency symbol is to be displayed after the value and before the indicator (e.g. 1,000,000 $-).

        Note:

        Applies to minus sign (-) only.

      • Symbol After Number —Select this option if the currency symbol is to be displayed after the negative number.

      • Add Space for Symbol —Select this option if a space ( ) appears after the currency symbol. (i.e., - $1,000,000).

  5. Click Apply to apply the configured format to the Keyword Type.
    Click Make Default to set the configured settings as the default for text searches which use Currency Formats.
    Note:

    The Make Default option is not available when the Currency Format dialog box is opened from an import process configuration (e.g. COLD, DIP, etc.).