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Adding Dimensions to Your Business Central Lists

Adding Dimensions to Your Business Central Lists

If you use dimensions within Business Central, you have the ability to add either the dimension value, description, or both to any Business Central Popdock list. In order to view Business Central Dimensions within a Popdock list, your list must have a Dimension Set ID and the Dimension Values list added to your Business Central connector. This article will outline the steps for both adding dimensions and viewing them on your Business Central lists in Popdock.

If you do not have the Dimension Values List inside of your Business Central Connector, you first need to add the list using the instructions below.

Adding the Dimension Values list to Your Business Central Connector

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock with Connectors highlighted.

2. Locate your Business Central Connector from your list of Connectors and select the Edit to the right of the connector. From within the Edit connector, select Lists.

3. Select Add Lists in the top right corner of the page. From the Add lists window, type Dimension Values into the search box. Check the box next to the Dimension Values list and then select Add.

4. Popdock will then populate this list into your Business Central Connector. Once available, it will appear under your lists.

Adding Business Central Dimensions to a List

1. From within the Lists section of your Business Central Connector, select the Edit next to the list you would like to add Dimensions to. For this example, dimensions are added to the General Ledger Entries list.

2. Select Fields from the Settings menu.

3. Select Add dimensions in the upper right corner of the Edit list page.

4. The Add dimensions window will appear. Using the Dimension set field dropdown, select Dimension Set ID. The Display value dropdown will determine if you want to display the Description or the Dimension Code in the list. Once you have the dropdowns set, select the dimensions you want to bring into your list in Popdock. Select Save to add those dimensions into your list.

If you would like both the Dimension Descriptions and Dimension Codes in your list, you can run this process twice. In this instance, it is recommended to edit the field name once added to avoid confusion (ex. Business Group Description or Business Group Code).

5. Once you have added the fields, they will be available within the list with the field type Dimension.

Displaying the Dimensions in Your List

Now that you have added the dimensions to your list, you will want to be able to view them inside of the list in Popdock.

1. From the Popdock homepage select Add new tab in the top center of the page.

2. In the Add new tab menu, select Find by connector, and then complete the required fields to select your General Ledger Entries list. Once the fields are selected, select Add.

3. With your General Ledger Entries list displayed, select Columns in the upper right corner of your list.

4. In the Columns menu, select Show field types. This will categorize the available fields by their field type.

5. The Dimension fields will be grouped together. Select which dimensions you would like to add to your list and then select Add selected columns.

6. Popdock will retrieve the fields/dimensions and add them to your list.

Dimensions will need to be added on a list-by-list basis. There is currently no process for bringing in all dimensions for all lists at one time. The process shown is the same for all lists that contain dimensions.

Questions regarding adding dimensions to your lists? Contact support@eonesolutions.com.

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