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Require signature from variable number of users

posted on October 19, 2016 Show version history

Hi. I have a form that has a table with several columns and a variable number of rows. Two of the columns are for a staff lead name and their signature.

I want the form to be sent to each staff lead name entered in the table, and I want to require each staff lead to sign the field next to their name.

The problem is that the form is sent to all of the staff leads in the table as a team, which only allows one team member to assign the form to themselves and then move on to the next step in the process. It doesn't require or allow the other users to sign the form too.

Has anyone done this before, and if so, how did you get the process to send the form to each user for signature?

The example below shows that users 1, 2, and 3 need to sign the form. So each of those users must get the form, sign it, and send it on.

 

thanks!

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replied on October 19, 2016

The form in one user task can only be filled by one user, so when the task is sent to a team, only one member can actually perform the task.  If you need multiple users to perform on the form, you should have multiple user tasks. But the number of approvers can not be dynamic. But if all the approvers are fixed  but just each time the approvers are dynamic based on the user selection, then you can use inclusive gateway to route the tasks based on selection.

For signature, if it is not set to read-only, it won't display the signature signed in previous steps. So you current design of putting them in a table will make the signature not able to show if user 1 signed the signature and submit then user 2 view it.  A possible solution is add separate signature field for each approver and  use separate form for each user task: the fields on each form actually are the same but just their status of read-only are different: for example, in the form for user 1, only the signature for him is editable, other signatures are set to read-only.

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