Using the Signature control to capture signatures
There can be scenarios where you would need to use forms to maintain and capture the signature of a person. In such cases, you would need to create an advanced form that enables the user to sign on a signature pad and then store that signature as an image along with other information.
The no code platform provides you a Signature control that can be used to capture the signatures and then store them. These files can then be stored on a sheet. To enable capturing and storing of signatures you will typically have to create a form with different controls including the Signature control, add a workflow to update data to a sheet, and link the workflow to the Submit action.
Let us first have a look at this quick video to understand how to use the Signature control.
Make sure that you have a sheet where you can store the information. Here we are assuming that a sheet is already created named Prod_delivery_doc1 with Item_name, Delivery_address, and Cust_signature. The Cust_signature column will have Column Type as File Upload. This is because we will be capturing the signature from the signature pad and storing it as an image file.
Adding form controls
Let us add a Text control for the Item name and Text Area control for the Delivery Address. Now add the Signature control to capture signatures and a Submit button .
Now let us add the properties for the Signature control . Change the label to an appropriate prompt, you can set it as a mandatory field if you want, and set the Button Text to an appropriate message like “ Sign here”. Now your form design is ready.
Now to enable you to submit the data to your sheet, you need to add a workflow to this form. Select Workflow from the menu and click + (add) icon under the current Screen to add the workflow. It is important that the workflow is created under the screen where it is to be applied. Open the workflow to configure the tasks of the workflow for submitting information.
Select the task as Update Sheet and click Continue. Add a Task name and description (optional) and click Next. Here specify the sheet where the records are to be inserted and select What to do as Insert Record .
Now we need to link the columns of the sheet to the controls, under Insert Data , type the control name, that is available as suggestions representing the Uniquename for the control. The Uniquename is a unique identifier for the control and is auto-generated, based on the label name of the control when we added the controls.
Optionally you can select it from the Tasks option in the F option. To add a control, Click F and select Tasks > Initiated > Control’s Uniquename. Click Done after all columns are added. Your workflow for inserting records is now ready.
Linking workflow to the Submit action
You now need to link the Workflow to the Submit Button . In the properties of the Submit button, click Select Workflow, and link the Signature_workflow that we created in the previous step. Now you can set the properties as required. Set the action for successful submission as required. For the sake of this example, we will set it as a Popup Message.
Now you can take a preview of the form.
The data and the signature will be stored to the sheet. The signature is stored as an image file.
Once you have finalized the overall form and are satisfied with its look and feel, you can Publish it so that it is accessible for organizational or public access as per your need. So you see how easy and quick it is to create your own forms to create a form to capture signatures and store them to your sheets.