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1. Open the record for the Orders entity in the Entities service.

2. Set the definition for the ShipToEmail virtual field:
   ShipToEmail –Set virtual Field Type = Calculated
   Set below Calculation: 
   Case p2.LastName
   when '[Not Specified]' then c1.MainEmail
   else
   p2.Email1
   
   

   No Format
   ShipToEmail -Set virtual Field Type = Calculated Set below Calculation: Case p2.LastName when '[Not Specified]' then c1.MainEmail else p2.Email1 End

3. Set the definition for the ShipToEmail virtual field:
   
   

   No Format
   BillToEmail

   –Set

   -Set virtual Field Type = Calculated

   
   

   Set below Calculation:

   
   

   Case p3.LastName

   
   

   when '[Not Specified]' then c.

   MainEmail 
   else
   

   MainEmail else p3.Email1

   
   

   End

4. Set the definition for the BillToName virtual field:
   
   

   No Format
   Update below Calculation:

   
   

   (RTRIM(p2.FirstName) + ' ' + LTRIM(p2.LastName))

   
    

5. Save and close the Orders entity record.
   
   

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When upgrading to Aptify 5.5.3, the database setup fails if Row Set Security is set in any entity the Persons and Companies entities in your environment. To ensure a successful upgrade, you should remove Row Set Security from the all Persons and Companies entities before beginning the install. You can reinstate the Row Set Security settings once the install is successful. Perform the following stepsFollow these steps for the Persons and Companies entities:

1. Open the record for an the entity in the Entities service.
2. Click the Row Set Security tab and determine whether a rule is set for this entity.
3. Record the rule information for use later in re-enabling this functionality.
4. If a rule is set, right-click on the rule and select Delete from the drop-down menu. 
5. Repeat step 4 for any additional rules in the record.
6. Click Save and Close.Repeat the above steps for each entity defined in the Entities service.

Once you have completed the upgrade to Aptify 5.5.3, you can re-enable the rules for Row Set Security in the Persons and/or Companies entities using the following steps.

1. Open the record for an 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.