Question

Forms 10 Process signed by multiple users

How To Forms

Updated May 25, 2018

asked on May 25, 2018

I have a Forms 10 process with a form that has two signature fields. In the process the first signer fills out the form, signs the first signature field, and submits the form. The next step is a user approval task where the approver needs to be able to sign the second signature field. However, the second signature field is always disabled in the approval step. What am I doing wrong?

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replied on May 25, 2018

Ultimately you are going to need a second approval form. Signature fields only show previous signatures if that field is in a read-only state. So Form 1 needs to have an editable Signature1 field. Then you'll need an approval Form 2 where Signature1 field is read-only and Signature2 field is editable.

Lidija's response is correct for Form 2, where you could put the entire contents of Form 1 in a read-only section and just have the editable Signature2 field at the bottom.

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replied on May 25, 2018

My first thought is to check whether or not your second user task has the box checked for "Make form read only for users the task is assigned to"

Second thing to check is whether the field itself or the section in which it is contained is set to "read-only" on the form.

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replied on May 25, 2018

Thank you. That was the problem. The "Make form read-only for users the task is assigned to" checkbox was checked. Un-checking it presents another issue. The first signature does not show as being signed when the approver views it. The other fields do show the data submitted from the original submission as expected.

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View 2 previous replies

replied on May 25, 2018

Garry, what you can do is just create a section of the form that is read only and drop in that first signature in there, then create a separate variable for the approver's signature.

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SELECTED ANSWER

replied on May 25, 2018

Lidija's response is correct for Form 2, where you could put the entire contents of Form 1 in a read-only section and just have the editable Signature2 field at the bottom.

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replied on May 25, 2018

Basically, just create a copy of your initial form. Remove the second signature from Form 1, create read-only sections on Form 2 to lock the fields/signature from the initial submission, then use Form 2 for the second approval task.

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replied on May 25, 2018

Here is what one of my processes looks like, it has multiple approval forms like Jared said. I numbered them to organize them better (1.2 and 1.3 got combined so that is why it is weird):

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replied on May 25, 2018

Thank you all for the quick help. I didn't realize I would need a separate form for each signature, and that the field data would automatically flow from one form to the other through the variables. I guess it makes sense to set the signature fields to read only after they are signed too.

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Forms 10 Process signed by multiple users

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