Creating A Signature Form Step

Here's how to allow operators to sign their approval within an app.

You can use the Signature Form Step to require operators to add a signature after they fill out a form. This will prevent them from advancing to the next step until they add a signature.

The Signature Form allows an operator to sign off on completed work or a defect report. The signature will be automatically concealed via star characters (*) in the Tulip Player.

Add A Signature Form

To add a form with a signature, click the "Add" button in the top left of the App Editor and choose "Signature Form".

Then, you will have two options for permitted signatures with the "Form Submitters" option in the Context Pane.

Any User: Any operator can add a signature.

Any operator besides app executor: Any operator can sign off EXCEPT the one that is currently logged in.

Specify a list of allowed users: Choose from a list of all users and operators in your Tulip account. Multiple users allowed.

Current User: Only the currently logged-in operator can add their signature.

If you choose this option, the e-signature will be automatically filled in when the operator reaches the Signature Form Step. The operator will not be able to change this signature.

Note: Autofilling credentials when the widget is set to "Current User" is only available when:

1. Your organization is not using Validation Mode
2. Your organization requires operators to authenticate with LDAP or SAML credentials.

There are three ways that an operator can sign:

1. Badge ID
2. LDAP Username/Password: If your organization uses LDAP to authenticate users in Tulip, then an operator must input their username and password from your LDAP directory.
3. SAML Username/Password: If your organization uses SAML to authenticate users in Tulip, then an operator must input their username and password from your SAML directory in a popup window.

You can add multiple Signature Forms within any app.

Signature History

In order to see the signature(s) added to each app completion, go to the "Completions" tab. There will be a column for each signature field, with details about the operator and the time they filled out the Signature Form. This timestamp will be different than the timestamp for the app completion.

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