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Get Dimensions

Use the Get Dimensions step to read dimension values off a record. You name the dimensions you are interested in, and the step exposes each one as an output you can use in later steps.

Configure the step

Open the flow editor, add Get Dimensions, and fill in the configuration card.

Description

  • Purpose: Make it clear which record this step reads and why.
  • When to fill it: Always.
  • Tips: For example Read department + project from the purchase line.

Reference

  • Purpose: Identifies the record whose dimensions you want to read.
  • When to fill it: Required. Pick a SmartField that resolves to a record.
  • Tips: References are entered through the picker, in the standard {{name}} notation.

Table

  • Purpose: The table the Reference is expected to point at. The table must have a dimension set.
  • When to fill it: Required.

Dimensions to read

A list of the dimension codes you want. Each row is just a Dimension pick — no value. Each dimension you list becomes an output (see below).

Outputs

For every dimension code you list, the step produces two outputs:

NameTypeMeaning
<CODE>ValueThe dimension value code on the record (empty if the record has no value for that dimension).
<CODE>_NameValueThe name of that dimension value.

For example, listing DEPARTMENT and PROJECT gives you {{thisStep.DEPARTMENT}}, {{thisStep.DEPARTMENT_Name}}, {{thisStep.PROJECT}} and {{thisStep.PROJECT_Name}}.

Notes

  • Only the dimensions you list. Get Dimensions returns the codes you name. If you need to walk all the dimensions on a record — including ones you can't name in advance — reference the record's dimension set entries directly with a SmartField over its Dimension Set ID instead.
  • Setting dimensions. Use Set Dimension Values to write dimensions onto a record.