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- For Person Entity:
- In Form Template part record 'Aptify.Persons.SummaryForm.Actions.Content.CreateOrder', open 'Input Map' Tab in and update the below Highlighted highlighted properties: (example: Aptify.Persons.SummaryForm.Actions.Content.CreateOrder)
- Select Action Type: Open Form
- Set Target Entity: Orders
Set Record ID: -1
Set New Record Parameter: PARAMS(CompanyParty='Individual'| ShipToID=<%ID%>)
- In Form Template part record 'Aptify.Persons.SummaryForm.Actions.Content.CreateOrder', open 'Input Map' Tab in and update the below Highlighted highlighted properties: (example: Aptify.Persons.SummaryForm.Actions.Content.CreateOrder)
- For Company Entity:
- In Form template part record 'Aptify.Companies.SummaryForm.Actions.Content.CreateOrder', open 'Input Map' Tab in and update the below Highlighted highlighted properties: (example: Aptify.Companies.SummaryForm.Actions.Content.CreateOrder)
- Select Action Type: Open Form
- Set Target Entity: Orders
- Set Record ID: -1
- Set New Record Parameter: PARAMS(CompanyParty='Company'|ShipToCompanyID=<%ID%>)
- In Form template part record 'Aptify.Companies.SummaryForm.Actions.Content.CreateOrder', open 'Input Map' Tab in and update the below Highlighted highlighted properties: (example: Aptify.Companies.SummaryForm.Actions.Content.CreateOrder)
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