Signature Control Settings

Add a control that displays a digital signature in Screens.

Control Description

The Signature control allows the Request participant to sign and her or his signature in a Screen. The entered signature automatically saves, but is not committed until the signer submits the Screen. The signer may undo the entered signature prior to submitting the Screen. The submitted signature is recorded as a PNG image that may be referenced from an Image control by referencing the Signature control's Variable Name setting value.

This control is only available for Form-type Screens. See Screen Types.

Package Required

To add a Signature control to a Screen, the Signature package must be installed.

Permissions Required

Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:

• Screens: Edit Screens

• Screens: View Screens

See the Screens permissions or ask your Administrator for assistance.

Add the Control to a Screen

Package Required

A ProcessMaker Platform package is required to do this.

Permissions Required

Permissions are required to do this.

Design Best Practice

Avoid designing with more than 25 controls in one Screen.

Follow these steps to add this control to the Screen:

1. ​Create a new Screen or click the Edit iconto edit the selected Screen. The Screen is in Design mode.
2. View the Screen page to which to add the control.

3. Locate the Signature iconin the panel to the left of the Screen Builder canvas.
4. Drag the Signature icon into the Screen Builder canvas. Existing controls on the Screen Builder canvas adjust positioning based on where you drag the control.

5. Place into the Screen Builder canvas where you want the control to display on the Screen.

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6. Configure the Image control. See Settings.

7. Validate that the control is configured correctly. See Validate Your Screen.

Below is a digital Signature added in Preview mode.

Signature control in Preview mode

Move the Control on the Page

After adding a control to a Screen page, you may move it to another location on that page such that it is above or below other controls placed on that page. A control cannot be moved to another Screen page.

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

Follow these steps to move a control to another location on that Screen page:

1. Place your cursor anywhere on the control not displaying the Duplicate Controlor Delete Controlbuttons.
2. Hold your cursor, then drag the control above or below other controls on that Screen page. Screen Builder previews where the control would display on the page based on how you position the control above or below other controls. If the control cannot be placed in a location because your cursor is above an existing control or too far to the left or right of the page, theicon displays in the preview.
3. Place the control at the location on the page you want it. The other control(s) on the page automatically adjust position.

Copy the Control with its Settings

Copying a control also copies the current settings of that control. The copied control displays below other controls placed on that Screen page.

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

Follow these steps to copy a control:

1. Select the control to be copied.

2. Click the Duplicate Control button. The control copies with its current settings, and then displays below other controls placed on that page.

As a best practice, after copying a control, change the Variable Name setting value for the copied control to its own unique variable value. Otherwise, in-progress Requests that use this Screen read from and send data to both controls.

Delete the Control from a Screen

Deleting a control also deletes configuration for that control. If you add another control, it will have default settings.

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

Follow these steps to delete a control from a Screen page:

1. Select the control to be deleted.

2. Click the Delete button. The control deletes. Other controls on that Screen page adjust their locations automatically.

Settings

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

The Signature control has the following panels that contains settings:

• Variable panel

• ​Configuration panel

• Advanced panel

Variable Panel Settings

Click the control while in Design mode, and then click the Variable panel that is on the right-side of the Screen Builder canvas.

Below are settings for the Signature control in the Variable panel:

• ​Variable Name

• ​Required

Variable Name

Enter the alphanumeric name that identifies this Screen. This field is required.

Use the Variable Name setting value in the following ways:

• Reference this control by its Variable Name setting's value. The Data Preview panel in Preview mode corresponds the Signature control's textual content with that Textarea control's Variable Name value. In the example below, SignatureControl is the Variable Name setting's value.
• Reference this control's value in a different Screen Builder control. To do so, use mustache syntax and reference this control's Variable Name value in the target control. Example: {{ SignatureControl }}.

• Reference this value in Visibility Rule setting expressions.

See best practices when editing a Request variable name.

Required

Select the Required setting to clarify that the signature is required to submit the form.

Configuration Panel Settings

Click the control while in Design mode, and then click the Configuration panel that is on the right-side of the Screen Builder canvas.

Below is the setting for the Signature control in the Configuration panel:

• Pad Height

Pad Height

Set the vertical spacing of the Signature control's pad: the space into which the signature is entered.

The height may be set in any of the following units:

• em unit, based upon the relative font-size of the parent font size (em)

• inches (in)

• percentage (%)

• pixels (px)

• relative to the viewpoint's height (vh)

• relative to the viewpoint's width (vw)

• rem unit, based upon the font-size value of the root element (rem)

100px is the default height setting.

If the entered value is not in the correct format, the following validation error displays: The Pad Height format is invalid..

Advanced Panel Settings

Click the control while in Design mode, and then click the Advanced panel that is on the right-side of the Screen Builder canvas.

Below are the settings for the Signature control in the Advanced panel:

• Visibility Rule

• CSS Selector Name

Visibility Rule

Specify an expression that indicates the condition(s) under which this control displays. See Expression Syntax Components. If this setting does not have an expression, then this control displays by default.

Note the following regarding how to use visibility rules:

• To make this control hidden until another control contains a value, enter the Variable Name setting value of that control to this control's Visibility Rule setting.

• Visibility rules override custom CSS settings.

CSS Selector Name

Enter the value to represent this control in custom CSS syntax when in Custom CSS mode. As a best practice, use the same CSS Selector Name value on different controls of the same type to apply the same custom CSS style to all those controls.

See the following best practices regarding custom CSS in Screens:

• Editing a CSS name to represent this control in custom CSS syntax

• Visibility rules override custom CSS setting

Related Topics

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