* This feature is only available in Extender Enterprise. *
An Open Dynamics GP Form action type opens a Dynamics GP Window when run. You can open the form for a new record or pass data to the form.
To add an Open Dynamics GP Form action type:
1. | Select the event from the Events list that you want to add a Set Value action type to |
2. | Click on the Add button next to the Actions list and select Open Dynamics GP Form from the drop-down list |
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3. | Select the Product, Series, and Form for the Dynamics GP form to be opened. |
4. | To add a task to pass data to the window, click Add. |
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5. | Select the Task type to use to pass the data to the window |
6. | Select the Field to pass data to, the Method to populate it, and the value to use. |
7. | Click on the Save button. |
8. | If additional Tasks need to be added, repeat steps 4-7. |