Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Timezone - Times and date/times must be formatted using the form’s timezone.
  • Formatting dates (and times) uses the control's formatting set by the designer.

Signed Sections

You can map both the signature and signature date from a Signed Section to a PDF. However, in a workflow the Signed Section must also contain some other data in addition to the signature - an empty Signed Section will appear to map when you use the Form Viewer control on the same step as the signature, but will not be mapped on the final PDF. This is a known issue. If your business requirements call for an empty signed section, you should add a hidden text control in that section with a default value to ensure it appears on the final mapped PDF.

For example, here is a simple workflow where the employee completes Step 1, then the Manager approves Step 2 and finally, the VP approves Step 3. The Manager and VP do not need to add any information, so their Signed Sections are empty:
Image Removed

Each of the three signed sections is mapped to a PDF.

Image Removed

However, after running the workflow we get an unexpected result - the Manager Signature is not mapped to the final PDF.

Image Removed

  • The Employee Signature is mapped because the Signed Section contains other data in addition to the signature and date.
  • The Manager Signature is not mapped because it is a mid-workflow step and does not contain other data besides the signature and date. You would only see this signature mapped if you clicked a Form Viewer control on the Manager step.
  • The VP Signature is mapped, even though it does not contain other data, because it is on the final step where the mapped PDF is generated.

To work around this issue, let's add a hidden text control to the Manager Section, and set the default value to "map me".

Image Removed

Now when we run the workflow, the Manager Signature is successfully mapped.

Image Removed

Mapping Selection Controls

...

When you are finished mapping your PDFs, click  Save and Test to test the mapped PDFs in your form/workflow via the Form Viewer Control and/or the submission repository. The form/workflow is checked for errors and they are reported before the Test popup displays. This gives the designer the opportunity to make corrections before testing. Refer to Testing Forms and Workflows or Testing Workflows for more information about this feature.

...