Configure electronic signatures for use during workflow run time
You can configure electronic signatures to be available when a workflow is running to verify a task/task step action or a form.
Procedure
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You can configure an electronic signature from various locations within a workflow
depending on which action during run time you want to set an electronic signature
against.
To add signature to a... Do this... Task - Open a workflow model resource.
- At the workflow level, click the E-Signature tab.
Task Step - Open a workflow model resource.
- Drag and drop a Local Subprocess into the workflow and select it, or select an existing subprocess.
- Click the E-Signature tab.
- Select the Override Workflow E-Signature check box.
Form Configure a Form activity. - On the configuration panel, in the Electronic Signature Settings area, select the Signature Required check box.
- In the Valid Performers field, click the ellipsis button to select the security group (personnel resource) that the signature performer must be a member of.
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If you want the task/task step action or form to close and the workflow to proceed if
the electronic signature fails, select the Close if Signature Fails
check box.
Note: A task/task step action or form can be cancelled without a signature if it has been preconfigured to do so; however, if you cancel, the task step is skipped and the workflow continues.
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If a second signature is required before the task/task action or form can be submitted,
do the following.
- Select the Verifier Required check box.
- In the Valid Verifiers field, click the ellipsis button to select the security group (personnel resource) that the signature verifier must be a member of.
- In the E-Signature Description field, enter a description of the action being performed or the values that were entered on the task/task step action or form. This description is recorded with the electronic signature record.
- Click Save.