Signature

The Signature tool provides the ability to sign a mobile form. This can be performed with a finger or stylus when using a touch screen, or with a mouse on desktops and laptops. A Signature tool may exist by itself within a form, or within a table or layout grid.

The animated image below shows a person signing their name in a Signature field within a form:

Questionnare Example

Properties

Caption text: The caption is used in most cases to ask the question. In others it may be a column heading. This is a required field. Please keep in mind that captions will wrap when form elements do not fit within the width of the screen. It is important to consider how your captions will be displayed. Captions on a larger screen might look perfect, but on a smaller device, they may be forced to wrap several times. In this situation, a smaller caption should be used.

Hint: Provides additional information to the mobile form user on how a question (i.e., Caption text) should be answered. The Hint font size is smaller than the Caption font size.

Additional HTML styling can be applied on hints and captions.

Data name: Because this is a required field, doForms will default the Data name to match the Caption or Label. If these are blank, doForms will generate a generic Data name name with a sequential number (such as "untitled10"). Since it is used throughout the system, it is recommended that you enter a descriptive Data name that is easily identifiable. Nondescript Data names are difficult to find and select at a later time (e.g., when performing a calculation).

Allow edit option: Allows the form user to re-enter a signature after initially capturing a signature [i.e., after the Done button (mobile forms) or the Save button (for forms accessed in doForms web client or on the web) has been tapped/clicked].

Allow bulk signature: Allows the user to select multiple records in the review tab and apply a single signature to each record. Checking this setting enables the form to be included in the bulk signing of multiple forms. For example, in the past, companies who needed multiple signatures on multiple forms would had to have manually signed each form individually. Now form builders can enable “Bulk Signature” to allow the mobile user to have the ability to select multiple records and have the customer sign once and apply that signature to all forms.

Appearance: doForms allows you to set a default set of appearance parameters. This eliminates the need for you to have to set colors and other parameters each time you add an element to your form. You can however override the default settings for any tool by simply picking the Custom option. You can also edit the default by clicking on the edit defaults option.

See Styling your form for more details.

Justification: Allows you to apply text justification settings to certain elements of the tool. Choose the appropriate radio button for the Caption and/or Hint fields as follows:

  • L: Left-justifies the text.

  • C: Center-justifies the text.

  • R: Right-justifies the text.

Remove Space: When selected the space Above or Below the tool is Removed. When styling the form this help provide continuity with the layout.

Read only: These settings allow you to control which users can enter data into or edit this field. The settings are as follows:

  • View data edit: Restricts a web portal user from editing this field when editing a submitted form through the 'View data' tab

  • View data new: Restricts a web portal user from entering data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Restricts a web portal user from editing this field when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Restricts a web portal user from entering data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Restricts a mobile user from entering data into this field when creating a form.

  • Web App: Restricts a web app user from entering data into this field when creating a form.

  • Form Links: Restricts a web portal user from editing this field when editing a form that was sent using a form link

Required: These settings allow you to control which users are required to enter data into this field. The settings are as follows:

  • View data edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'View data' tab

  • View data new: Requires a web portal user to enter data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'Dispatch' tab.

  • Dispatch new: Requires a web portal user to enter data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Requires a mobile user to enter data into this field when creating a form.

  • Web App: Requires a web app user to enter data into this field when creating a form.

  • Form Links: Restricts a user from submitting a form link without answering this this field.

Actions

Only display this question if
This is a very powerful option as it allows you to hide form elements, only exposing them if the answer to a question in your form meets the criteria you have set. Being able to hide fields unless they are needed makes form more user friendly. For example, if you have a Choose One question with the answers Yes and No, then you can say "Only display this form element if" the answer to the Choose One is "equal" to "Yes." You can combine criteria with other criteria, thus creating complex criteria for showing/hiding form elements.

Jump to
This option allows you to navigate the user to a specific location in the form based on how they answer the current question.

Jump to if : This setting works the same as jump to except only triggers when a condition is met. For example, a user could set their form to jump to "Customer Name" if question "Add New Customer?" was equal to yes.