Currency & unit referenceReference
Required amounts and quantities. When a money or quantity field is required, its currency or unit dropdown becomes required too — but only when Sheetward can pre-fill it. That means a currency it detected, a default you set, or a unit filled in from a chosen product. A required dropdown never blocks you from saving a value it couldn't have guessed.
Where the dropdowns appear depends on the shape of your form:
| Form shape | How currencies & units behave |
|---|---|
| Header only | A single set of fields with no repeating lines — an asset record, say. Each money or quantity field gets its own dropdown by the rules above, and the form can show several currencies at once. |
| Header + line items | A header with a repeating line-items table — an invoice or purchase order. When the header, or a totals block such as Sub Total / Grand Total, carries a currency, the whole record uses one document currency. The dropdown sits on the header or totals and every line inherits it, so there is no currency dropdown to fill on each row. Units can still differ line by line. |
| Grid, no header | Columns across the top, rows below, and no separate header. Sheetward treats it as a single-record form (Header only, above): each money or quantity column gets its own dropdown, and different currencies or units can sit side by side. |
What the dropdowns are named. Sheetward adds these fields for you, so you rarely name them yourself — but knowing their names helps when a rule, formula or default needs to point at one:
| Dropdown | Field name | Label |
|---|---|---|
| Shared currency | currency | Currency |
| A field's own currency | <field>_currency | Currency |
| Shared unit | unit_of_measure | Unit |
| A field's own unit | <field>_unit | Unit |
Because the labels are always “Currency” and “Unit”, refer to a dropdown by its field name — for example default = HEADER.currency in a Rules default. Their names are currency and unit_of_measure, and because those trip people up the Rules sheet's Field column also accepts the way you'd say them: Unit, UoM and Units for the unit dropdown, Currency, currency_code and CCY for the currency one. A currency or unit code column you add yourself keeps the name you gave it — and keeps its own rules. If a Rules row names a field that exists nowhere, Sheetward now says so when you upload rather than quietly dropping the row.
currency_2, currency_3).| Widget | What you see |
|---|---|
| Flat table | Each amount with its own currency symbol and each quantity with its unit — exactly like the records grid. |
| KPI, chart or pivot — all records in one currency or unit | The total shows that currency symbol or unit. |
| KPI, chart or pivot — mixed currencies or units | A plain number with a small “mixed” note, because adding dollars to euros isn't meaningful. Filter or group by currency to see per-currency totals. |
Printed and PDF records match the screen: money keeps its currency symbol and quantities keep their unit. Lookup fields (a Customer, a Product) print as ID - description — the same description their picker shows.