During data entry of address information or contact information, it can be needed to define the purpose.
Before you can add a purpose field to a data entry workflow template step, create the field in the related workflow document.
You can only add a purpose field to a workflow document record that is related to one of these tables:
You add a purpose field as a virtual field to the workflow document.
When you have added the purpose field to the workflow document, you can add it to a data entry workflow template step. To do so, use the Add field from workflow document function.
For customer or vendor addresses, you can use the Configure step function to automatically add the purpose field.
