The Signature component will capture an approval for any type of record within Method, for example, an estimate or a work order.
đ Note: The validity of a legal e-signature captured by this component is dependent on your locale and country. It is up to you and your legal council to determine whether or not you can deem them a legal signature.
Signature component notes
A few things to keep in mind for the signature component:
Only one signature component per screen: A signature component cannot be duplicated.
Data is captured by a Save All action: This is usually done in the component's Accept event.
Data captured is attached to the record: Once the signature has been captured, it will be attached to the record. If the signature component is on a Method screen, it will display the captured signature if the Screen Active Record ID is set.
An image of the captured signature is created: When the signature component is showing a captured signature, a user can click on it to show an image of the entire screen with the captured signature.
Once a signature is captured, it is permanent: Users will need to create a new document (estimate, invoice, work order) if they need to "re-capture" a new signature.
How the Signature Component Works
There are two states to the Signature Component: unsigned and signed.
Signature Component is Unsigned
When viewed on the screen, the user is presented with a clickable area where they can Add a signature.
When this is clicked, a new pop-up appears:
The user can type in their signature, as shown above, or they can select the Draw tab at the top and then draw in their signature.
Accepting the signature closes the pop-up, and the user can Accept it or Cancel. If they need to make changes, they can also Edit the signature.
Signature Component is Signed
Once signed, it is permanent and attached to the current record it was signed on. By clicking View signed document, you will be able to view a PDF of a screenshot of the screen it was signed on.
Signature Component Properties
As shown above, there are two states to the Signature Component: signed and unsigned.
Display |
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Label | Text to identify the component. |
Show label | Toggle the visibility of the label for the user. |
Accept button label | Customize the text displayed on the Accept button. |
+ Add Accept | Add the Accept event, and define the actions that will occur when the Accept button is clicked. The Save All action should be in this event. |
Show Cancel button | Show the Cancel button on the component. |
Cancel button label | Customize the text displayed on the Cancel button. |
+ Add Cancel | Add the Cancel event, and define the actions that will occur when the Cancel button is clicked. |
Validation rules |
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Required | Signature is required before saving the record. |
Accessing values of the Signature Component
When a user has entered in their name, the signature component will retain:
IP Address
Signed DateTime
Signed Name
Signature URL: This will be a URL link to an image of the signature
Screen Capture URL: This is a URL link to screenshot of the Method screen with the signed signature component
If you need these values, you can assign them to an action result, but note the values are stored in their own section of the dropdown called Signature Component, below the Session values.
Example:
The below image shows an Assign Value to Action Result action. In order to access the values for for the signature component, you need to scroll to the bottom of the dropdown.
