User changing currency rates

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Emmker
    Senior Member
    • Nov 2023
    • 108

    #1

    User changing currency rates

    The currency rates can be set only in the administrator section.

    If we need a user to update the currency rates daily without administrative privileges, what would be the best approach?
    And is there an extension to update these rates automaticaly in a given time?

    v8.4.2
    Last edited by Emmker; Yesterday, 10:40 AM.
  • rabii
    Active Community Member
    • Jun 2016
    • 1386

    #2
    it is possibel to expose currency rate to the user through rules - https://docs.espocrm.com/administrat...exchange-rates

    Exchange rates

    As of v9.3.

    Currency exchange rates are available under: Administration > Currency > Currency Rates button in the top-right corner. They can be also reached from the Global Search with the search Currencies query. The Currencies tab can be added to the navigation bar.

    Currency exchange rates can be viewed or edited by:
    • Admin users
    • Users with access to the Currency scope

    A rate entry has a mandatory Date field. The rate with the latest non-future date is used as the current rate.

    Rabii
    EspoCRM Custom Development

    🔗 Portfolio & Builds

    Comment

    • Emmker
      Senior Member
      • Nov 2023
      • 108

      #3
      Originally posted by rabii
      it is possibel to expose currency rate to the user through rules - https://docs.espocrm.com/administrat...exchange-rates

      Exchange rates

      As of v9.3.

      Currency exchange rates are available under: Administration > Currency > Currency Rates button in the top-right corner. They can be also reached from the Global Search with the search Currencies query. The Currencies tab can be added to the navigation bar.

      Currency exchange rates can be viewed or edited by:
      • Admin users
      • Users with access to the Currency scope

      A rate entry has a mandatory Date field. The rate with the latest non-future date is used as the current rate.
      Thank you, but for now it is not viable to upgrade to v9.3

      is there another way to allow the user input somehow?

      Comment

      Working...