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.
| 1. | Go to Data entry workflow > Design > Data entry workflow templates. |
| 2. | In the list, find and select the desired data entry workflow template. |
| 3. | On the Action Pane, click General. |
| 4. | Click Workflow document. |
| 5. | In the Record section, in the list, find and select the desired record. |
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Note: You can only add a purpose field to a workflow document record which table is related to one of these tables:
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| 6. | Click Add field. |
| 7. | In the Field name field, enter a value, for example, Purpose. |
| 8. | The default Ax field name is the name that you entered in the Field name field. If desired, you can change it. |
|   | In the Ax field name field, type a value. |
| 9. | Make sure, the Field type is set to 'Virtual'. |
| 10. | Click Save. |
| 11. | Click the Virtual field tab. |
| 12. | In the Virtual field type field, select 'Address purpose'. |
| 13. | Close the page. |
For customer or vendor addresses, you can use the Configure step function to automatically add the purpose field.
| Related to | Notes |
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Add field to field group |
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