+7Hi,
Is it possible to add the customer/technician signature boxes in a new/custom screen at the mobile app?
These boxes appear both for DebriefCustomerSignature and DebriefSignature, but I don’t know how to add them on another screen.
Thank you,
João Oliveira
Best answer by brian.gummin
Yes, you are on the right track. With Update 11, the ability to add a signature to a Task Step was added as a baseline feature using the configurable Signature API. Look at that feature for an example on how to configure a signature.
Since you highlighted “custom metadata,” I’m guessing that's where you’re stuck. Since this is a baseline feature, we added baseline metadata to establish the relationship between task_steps.signature_id and attachment.attachment_id. (On FSM Metadata screen, see the TASK_STEPS~PARENT02 Relationship ID.)
+7Hi,
With UPD 11 there is a mobile enhancement which allow to configure a signature field on Standard Screens, however I’m having some trouble configuring it. Could some one help me?
I already added the screen (REQUEST.USER_DEF_NUM5) as explained at the RN and the attachment is created correctly, but the relation at request_attachment is not created. How can I lik the record with the field??
Best regards,
+15Yes, you are on the right track. With Update 11, the ability to add a signature to a Task Step was added as a baseline feature using the configurable Signature API. Look at that feature for an example on how to configure a signature.
Since you highlighted “custom metadata,” I’m guessing that's where you’re stuck. Since this is a baseline feature, we added baseline metadata to establish the relationship between task_steps.signature_id and attachment.attachment_id. (On FSM Metadata screen, see the TASK_STEPS~PARENT02 Relationship ID.)
+7Hi,
Thanks a lot for your comment!
I checked the configurations you mentioned (TASK_STEP) and now the REQUEST.USER_DEF_NUM5 is populated with the attachment ID, nevertheless the REQUEST_ATTACHMENT relation is not created.
For me this is not a problem, since I don’t need to show the signature anywhere (just need the link at the request level)!
Best regards,
João Oliveira
+4If ever needed you can always create an XML business rule triggered based on the update of your field REQUEST.USER_DEF_NUM5 and generate an entry in REQUEST_ATTACHMENT tab with your attachment ID and request ID as variables
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