Set Dimension Values

Use the Set Dimension Values step to set dimensions on a record — a purchase line, a sales document, a journal line, or anything else that carries dimensions. The step takes a reference to the record, applies the dimensions you list, and saves the record with a correctly built dimension set.

Unlike setting the first two dimensions through a Modify Record step, this step reaches any dimension, not just the two global ones.

Configure the step

Open the flow editor, add Set Dimension Values, and fill in the configuration card.

Description

• Purpose: Make it clear which record this step updates and why.
• When to fill it: Always. The description shows up in the editor and the execution history.
• Tips: Name the record and the intent, for example Stamp project dimension on the purchase line.

Reference

• Purpose: Identifies the record whose dimensions you want to set.
• When to fill it: Required. Pick a SmartField that resolves to a record — for example the rec output of a previous step.
• Tips: References are entered through the picker, in the standard {{name}} notation — paste the placeholder as-is.

Table

• Purpose: The table the Reference is expected to point at. The table must have a dimension set (a Dimension Set ID field).
• When to fill it: Required.
• Tips: If the reference resolves to a different table when the step runs, the step stops the flow with a configuration error. If the table has no dimension set, the step reports that clearly.

Run Triggers

• Purpose: Decide whether the table's standard OnModify trigger runs when the record is saved.
• Options:
  • On (default) — the record is saved with OnModify running.
  • Off — the record is saved without trigger code.

Dimensions

A list of the dimensions to set. Each row has:

• Dimension — pick the dimension (for example DEPARTMENT or PROJECT).
• Value — the dimension value. Enter a value code, free text, or a SmartField like {{prevStep.project}} that is resolved when the step runs. Use the lookup to pick a value, or the assist-edit to insert a SmartField.

How the list is applied — merge. The dimensions you list are added or updated on top of what the record already has. Dimensions already on the record that you do not list are left untouched.

Removing a dimension. Leave a row's Value empty (or let a SmartField resolve to empty) and that dimension is removed from the record.

Validation. Each value must be a real, non-blocked value of its dimension. A typo, a blocked value, or a non-standard value stops the flow at this step.

Outputs

Name	Type	Meaning
rec	Reference	The saved record.
dimensionSetId	Value	The record's new Dimension Set ID.

Notes

• Global dimensions stay consistent. When the record has Shortcut/Global Dimension 1–2 code fields, they are kept in sync with the rebuilt dimension set automatically.
• Existing dimensions are safe. The step never edits a shared dimension set in place — it builds (or reuses) the correct set and points the record at it, so other records that shared the old set are unaffected.
• Reading dimensions back. Use Get Dimensions to read dimension values off a record.