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  1. For Person Entity:
    1. 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%>)

  2. For Company Entity:
    1. 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%>)

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