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Question

Question

Mark signature as read-only after initial submission

asked on February 3

I am trying to use the new forms designer to create one master form that will be used multiple times for an approval process where each approval needs to see what was submitted with the initial application. This is easily done in the new forms designer by hiding sections based on the current process step.

 

The issue I'm running into is there is a signature field on the initial application, so then when it is reviewed by internal staff, the form wants them to re-sign the form at each step. If the signature field is manually switched to read-only in the middle of the process, then it shows the existing signature, which is what I want.  How do I mark a signature field as read-only after the initial form is submitted using the new forms designer?

 

How the field looks if not marked as read-only during review:

How the field looks if I manually mark it as read-only:

 

In the classic forms designer I would create two separate forms - the initial form, and then the engineering review form and I'd have to duplicate all of the fields on the Engineering review form so they could see and edit it.  Using this method I could mark the signature field as read-only on the Engineering Review form and everything worked fine.  But in the new forms designer I'm not seeing a way to do that.

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Answer

SELECTED ANSWER
replied on February 4

Using the field rule that Jonathan mentions will not resolve the issue. Instead in Forms 12 there is a new "Sign Option" available for this.

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Replies

replied on February 3

With the New Designer you need to do the same thing.  You can make a copy of the form and then mark the signature field as Read Only on the second form. 

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replied on February 4

The problem with making a copy is that if I make a change in the master form, I have to go through each of the copied forms and make the same change - the fields don't update.  For example, if it is a radio button or checkbox field and I add something new to the list, it won't automatically show up on the copied forms.  At least it doesn't in classic designer, do you know if they auto-update on the new forms designer?

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replied on February 4

I feel your pain on this, forms does not automatically add or remove fields to all forms when one is adjusted.  What @████████ mentioned resolves this issue in LF 12.  11 allows you to disable the signature but the value is dropped when the form moves to the next step.  The only workaround is to make a copy of your first form with the signature and use the copy in the next step and disable the field.

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replied on February 3

With Forms 12, you can disable the signature in process steps or process stages using field rules. 

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replied on February 4

Bummer, we are still on 11.

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replied on February 4

We are using Forms 11 and are able to use the field rules to disable the signature in process steps or process stages.

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replied on February 4

Can you tell me what version of Forms 11?  When I go to About it says we're on: Laserfiche Forms Professional Version 11.0.2311.50553

 

 

 

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SELECTED ANSWER
replied on February 4

Using the field rule that Jonathan mentions will not resolve the issue. Instead in Forms 12 there is a new "Sign Option" available for this.

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replied on February 4

Hi Blake, 

 

Thanks for the reply.  I just checked my forms 11 and I do have the ability to disable the signature at a specific process step, but then it just grays out the Sign button, it doesn't show who signed it previously, which would be preferred:

 

Thanks for sending the screenshot of the signature options - that's definitely what I need.  I currently only have:

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replied on February 4

And just disabling the signature field doesn't work if it is a required field:

 

Looks like I will either have to hide it at this process step (unfortunate), or upgrade to LF Forms 12.

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replied on February 4

You can also do as Angela mentioned and create another form that marks the field as read-only just like what you would do when using the Classic Designer.

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replied on February 4

Yes, but then if I make any changes to the master form I have to redo all the copied forms.  The whole reason I converted the form from Classic to New was to resolve that problem.

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replied on February 4

Modern designer simplifies a lot of things from Classic, unfortunately this was not one of them.  

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