Managing Analysis Dimensions

A dimension list page displays a list of analysis dimensionsClosed Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. in your current view. From this page, you can view detailed information and access other related information.

  • Click a Name to view the analysis dimension details.
  • Click Edit to edit the analysis dimension details.
  • Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  • Click Printable View to display the current list view in a format that is ready for printing.
  • Click New Dimension to create a new analysis dimension record.
  • Click any column heading to sort the records using that column’s data.

See "Viewing Custom Object Lists" in the Salesforce Help for more information on using list views.

Displaying Dimension Records

When you have located an analysis dimension record on the home or list pages, click the dimension name to display detailed information.

To check where this functionality is available, see Enabling the Disable Dimensions Feature.

Editing Dimension Records

To update an analysis dimension record, clickEdit, and then change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current record and create another.

See Dimension Fields for a full description of the standard fields that make up a dimension record.

Deleting Analysis Dimensions

You can only delete an analysis dimension that is not used on another Certinia record.

To delete an analysis dimension record:

  1. Once you have located the dimension that you want to delete on the home or list pages, click its name to display its detail page.
  2. Click Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The deleted record is moved to the recycle bin.

Disabling Dimensions

You can only disable a dimension that is not in use.

To disable a dimension:

  1. In Dimension 1, 2, 3, or 4 locate the dimension you want to disable.
  2. Click the name of the dimension you want to disable.
  3. Select the Disabled checkbox.
  4. Click Save.
Note:

Lookup filters exclude disabled dimensions. As a result, disabled dimensions do not appear in related lookups.

Posting Effective Dates

Depending on the dates mentioned in the Posting Effective Dates section, you can restrict Dimensions 1-4 from being assigned to the documents. This feature ensures that documents only use valid dimensions.

To apply posting effective dates to a dimension:

  1. In Dimension 1, 2, 3, or 4 locate the dimension you want to apply the posting effective dates to.
  2. In the Allow Posting field click || Select Dates.
  3. In the Date From field, click and select the date from which documents using this dimension can be posted. The start date of the document's period is checked against the Date From field to validate if the dimension can be used or not.
  4. In the Date To field, click and select the date until which documents using this dimension can be posted. The end date of the document's period is checked against the Date To field to validate if the dimension can be used or not.
  5. Click Save.
Notes:  
  • To apply posting effective dates to a dimension, you must update the page layouts by performing the steps in the Feature Console. For more information, see Updating Page Layouts For Posting Effective Dates Feature.
  • The Allow Posting field is set to "All Dates" by default. This means that the documents using the dimension can be posted irrespective of the period assigned to the document.
  • To restrict a dimension's availability, so that the documents associated with that dimension are only assigned to specific periods, set the Allow Posting field to "Select Dates" and then specify the relevant dates. The period start date and end date of the document must match or be within the effective date range of the dimension.
  • When the Allow Posting field is set to "Select Dates", you must select a date in either the Date From field, Date To field, or both.

Notes and Attachments

You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.

Related Lists 

The related lists that you see are determined by your personal customization, by any customization your administratorClosed One or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.