Overview
Learn to add a sign-off section to your forms in Mirata, allowing you to collect signatures and relevant data upon completion.
(1) Create the Sign-Off Section
Create a section element in your Mirata form where the sign-off information will be located.
Add the following fields within this new section:
a signature field
a text input field for the signer's name
a date-time field for the date
(2) Auto-Populate Signer and Date
Auto-populate the signer and date fields to save the user time and effort. To do this, open the calculation properties for both the signer and date fields within the sign-off section.
Set the initial value of the signer field to the format-user calculation and the initial value of the date field to the now calculation.
(3) Conditional Visibility
Control when the sign-off section appears. For example, you can make it visible only after a specific part of the form is completed.
To do this, set the enabled property of the sign-off section to a calculation such as "form status field equals 'part 1 submitted'". Similarly, you will need to set the "Hide While Disabled" presentation property to [TRUE].
Test 1-3
Setting up the Test
Access your inbox by clicking the Inbox tab in the navigation menu.
Click the Create Form button.
A modal titled Starting a New Form will appear, displaying available form templates. You can use the Search by form name textbox to filter the templates.
Select a form template and click Create.
Your new form will open.
Complete the fields in the initial section of the form. You should NOT see the sign-off portion of the form, given that you have already set the enabled calculation to after the first portion is completed.
Click a button to complete Part 1 of the form.
A confirmation modal will appear asking, "Are you sure you want to Complete Part 1?" Click OK. This notification can be configured further in the Dialog option within the Workflow settings.
Signing and Submitting
Our sign-off section is now both enabled and visible. A new section of the form is displayed with a signature field. You should notice that the form status has been changed to "part 1 submitted" which makes sense given our enabled calculation.
(4) Make Signature Required
Add validation to ensure the presence of a signature before submission. Select the signature element, enable single message validation, and set the required message. For example, enter "This signature is necessary to submit."
Tie Validation to the Workflow
Add the signature field or the sign off section to the list of active validations on the desired transition/transaction. NOTE: If you activate a section field, then any validation within that section will be required in order to run the transition/transaction.
Test 4 (Signature Validation)
Let's replicate the process of creating and filling out this form BESIDES actually signing the form. We can see that if we try to submit the form without a signature we see an error containing the custom error message that we set in the form validation properties.
Click in the signature field to open the signature modal. Sign your name using your mouse or touchscreen.
Click Save in the signature modal.
Click Submit Form.
A confirmation modal will appear asking if you are sure you want to submit the form.
Click OK.
A success message appears in the sidebar.
The form is no longer editable.
(5) Configure Assignment Change on "Complete Sign-Off" Transition
Oftentimes, you want to assign the form to a user group when it's completed and awaiting approval. This way, anyone in this approval group will see the submission in their Inbox and can sign off on it to move it to the next stage.
Access the "Complete Sign-Off" transition in the workflow.
Click Assignments.
Change the default "No Change" to "Set."
Click the + button.
Change "Current User" to "Group Calc."
Set Groupid Calculation
Change from "constant" to "group-id-for-group."
Then, select the "group-by-name" option.
Enter the group name (e.g., Demo Forms) in the "constant" field.
Click OK.
Save the workflow.
Test 5 (Assignment Change)
Test the workflow in the inbox by creating a new form. The form will route to the specified group upon completion of the designated section.
NOTE: If you are not in the group that you assign that portion of the form to, then you will NOT be able to complete this. In the demonstration environment, the user is part of the group, so they were able to see the sign-off section.