Create a naming convention (optional)

The related dimension field appears with a look-up icon (magnifier) on the customer record. This field type works best with 1-to-many, or many-to-many relationships. You can set the related dimension field to use a dropdown list, which is easier, for example, for a 1-to-1 relationship.

Subscription

Platform Services

Regional availability

All regions

User type Business user
Permissions Business user with admin permissions
Restrictions You can't export or import an application package that contains standard-to-standard dimension relationships. Import or export the package first, then manually create the relationships.
Previous step  

When you create a relationship, the system automatically creates a naming convention that will appear for related-dimension values in any dropdown list that you create to use the dimension relationships. You can customize the name to make it more meaningful to you.

  1. Go to the related dimension record. For example if Location is the related dimension, go to Platform Services > All > Objects.
  2. On the list, select Edit beside Location. The Objects Properties & Attributes window appears.
  3. In Lookup name template, enter the naming convention that you want to appear in the product. For example, for the related dimension Location, you might change the default naming convention from {!LOCATIONID!}--{!NAME!} to {!LOCATIONID!}--Rel-{!NAME!} where Rel indicates that this is a related-dimension value.

Now, any value that appears in a related-dimension dropdown list will display Rel before the actual value.

The option to create a naming convention works only for newer pages, such as in order-entry, cash-management, time, expenses, and so forth.

Next step: Select the related dimension value