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Question

Posting image on a approval form from claim form

Forms Empower14
Updated April 29, 2014
asked on April 25, 2014

 I was working with the jsignature library for creating a signature in forms. I was using the instructions from the BPM251 presentation in order to do this. The question that I have is that I would like to post the signature from the claimant page onto the approval page. Would I have to retrieve the signature data and have the image created based on this or is there a way just to post the actual image to the other form?

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replied on April 28, 2014

Hi Cristobal,

 

If you use the jsignature library, you can store the image svg to a field. When load the form, render a image based on this field value.

 

I'm interested in the signature use case you described here. Can you give me more detail information about the business process? (eg. What kind of form need signature? What type of signature information need to be captured? Then who need to approve the signed form? Then what happens next...)

 

Thanks,

Abby

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replied on April 28, 2014

I am working on a simple reimbursement form. The data that is filled out on the first form, the claimant form, is posted on an approval form for HR, Supervisor, etc. to approve. Therefore the person that is to approve the form will sign the document as well. Having both signatures on the approval form is much more formal and has better standing than just having the claimant and approver just type in their names. Once it is either approved or denied a copy of the claimant and a copy of the approval form are stored so that there is a copy of both. 

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replied on April 28, 2014

I had a variable that stored the image data that was in the instructions from the BPM. I then only added the area for the image to be posted/created and did not put the submit button or clear button for the form. I then only took a portion of the code that was given in order to create the image from the data. This resolved my issue. The only thing that I would need to do is add some CSS so that I can adjust the size and the alignment of the image on the page. 

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replied on April 29, 2014

Hi Cristobal,

 

Thanks for your detailed use case. I have two more questions:

 

1. You mentioned there're two forms. The claimant form and the approval form. Is there a difference in content for these two forms? Can claimant and approver use the same form?

 

2. Why claimant and approver need to sign with signature? Especially for the approver, since he is an authenticated user, who needs to login to approve.

 

Best wishes,

Abby

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replied on April 29, 2014

Abby,

 

1. The only difference in content is where the Approver can deny the claim from the Claimant. The information that the Approver can fill in is the date when it was approved/denied, his/her name, and reason for denying the claim. I understand the reason for questioning the if there is a need for two forms. This allows us to have two copies the original and then the final form from the Approver. I do understand we can have fields hidden from the claimant and only show for the Approver though having the two different copies as well as reducing the coding to check who is currently logged in reduces some stress.

 

2. As most forms on the internet only need a check box or have a person to type in their security code to electronically sign a document an actual signature in this case seemed more formal especially if a print is needed for records. 

 

If you have any other questions about this business process feel free to ask. 

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