Defining Locale settings for a new template
- To create a new template with locale options, refer to Checking In Agreements.
- For more information on how to create custom locales, refer to Adding Custom Locale topic in the latest Contract Management on Salesforce Administrator Guide.
To define locale settings for a new template enter values in the fields provided as described in the following table. Fields marked with an asterisk (*) are required.
|
Field Name |
Description |
|---|---|
|
Type* |
Choose the template type from the picklist (Agreement, Proposal, Clause, etc.). |
|
Business Object* |
Choose the business object for your template (e.g., Apttus__APTS_Agreement__c for Agreement). This picklist is dependent on the value selected for Type. |
|
Locale* |
Choose an option from the list to change the default locale for the template. |
|
Enable Formatting |
Check this box to enable locale formatting at the template and field level for this template. This allows you to define locale settings for Currency and Date formats. |
|
Optional: Specify the following fields when "Enable Formatting" is selected. |
|
|
Date Format |
Select a format from the picklist for Date fields in the template. |
|
Currency Precision |
Enter a number to define the precision for Currency field values in the template (e.g., "2" if the Currency field should display two digits following the decimal point.) |
|
Currency Format |
Select the appropriate radio button to choose the symbol format for Currency fields in the template (ISO or Currency Symbol). Select "None" if you do not want to specify a Currency format. All other Currency options are hidden. Note:
If "Currency Symbol" is selected, Currency fields will be generated with no space between the symbol and field value. If "ISO" is selected, Currency fields will be generated with a space between the ISO code and the field value. |
|
Number Precision |
Enter a number to define the precision for Number field values in the template (e.g., "2" if the Number field should display two digits following the decimal point.) |
After adding a new locale, you must login again in X-Author Contracts.
