How can I store finincial data for each fiscal year and store historical data? RRS feed

  • Question

  • Hi,

    I want to create a field for users to enter the currency they will make this fiscal year, but I want this field to dynamically save historical data and date and time stamp the enteries so we know which year it was entered.

    I will ideally run a report on this field as well as the realted opportunities.


    Financial Year                  Value                     Relationship

    14/15                              £20,0000               Opportunity Name

    15/16                              £14,0000               Opportunity Name



    • Edited by EmmaDuncan Thursday, November 13, 2014 9:58 AM
    Thursday, November 13, 2014 9:57 AM

All replies

  • HI Emma,

    You can create a custom entity Opportunity History with 1:N relation with Opportunity.

    Opportunity History will have date field, Currency field

    You can write a workflow to create a new opportunity history record when currency field is changed.

    Regards, Saad

    Thursday, November 13, 2014 11:16 AM