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If you experience an error not described below, please contact Aptify Technical Support for assistance.

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  1. Open the record for the entity in the Entities service.
  2. Click the Row Set Security tab.
  3. Open a new Row Set Security sub‐type record.
    • Either click the New Record... button in the menu bar, or right‐click in the gray area and select New from pop‐up menu to open a new record.

  4. Enter the rule you recording back in step 4 in the Base View Where Clause field.
  5. Enter a description for the rule.
  6. Click OK to save the rule.
  7. Enter additional rules for the same entity, if necessary. Aptify uses an AND operator to separate multiple Base View where Clauses within a generated base view.
    • Alternatively, you can click OK and New in Step 8 to save the current and open a new Row Set Security record in one step.

  8. Save and close the Entities record.

  9.  Regenerate the base view for any related entities that join to the entity for which you just enabled row set security.

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The “Create Order” button on

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Summary Forms may not work as Expected

After upgrading to Aptify 6.0, there might be a scenario where the 'Create Order' option from a person or company summary form may not work. Follow the below steps for the respective entity to make sure it works:

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