Changes

Signority Configuration

2,541 bytes added, 20:07, 8 July 2014
HTML Examples
:'''Name : SmartSimple Support <nowiki><br /></nowiki>'''<br />
:'''Title : Support <nowiki><br /></nowiki>'''</font>
 
===Multiple Signatures===
 
Use the [[list syntax]] for contacts in conjunction with the <nowiki><!--Signature--></nowiki> tag and 37-underscore signature line.
 
===Sequential Signatures==
The order of the signees is determined by the order they appear on the {{WPV}}. If sorting by anything other than by signing number, such as by name, leave the sequence parameter blank as the system will automatically assign a number once submitted.
 
The following example pulls all contacts attached to the {{l1}} with a [[role ID]] of 10991 or 10992, and sorts the contacts by the value of [[Role Based Custom Fields|UTA role field]] 1359726.
 
:<font size="3">'''[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
:<font size="3">'''<nowiki><!--</nowiki>signature ~email~;~firstname~;~lastname~;$?opr_1359726$'''<nowiki>--></nowiki><br />
:'''_____________________________________<nowiki><br /></nowiki>'''<br />
:'''Name : ~firstname~ ~lastname~<nowiki><br /></nowiki>'''<br />
:'''Title : ~title~<nowiki><br /></nowiki>'''</font>
:'''#]'''
 
The field #1359726 is a Select One - Combo Box with options:
;1;2;3;4;5…n
10
SmartSimple – Signority Integration
Date: March 12, 2014
Prepared By: Brian Lai
Parallel Signing
Set sequence number of signees to the same number for each group of signees. Everyone with the same sequence number will be sent the request for signing at the same time.
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;1-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~ <br />
#]
Parallel Signing, with multiple sequence groups
Configure the Signature tag with multiple sequence numbers. Once the first group has completed signing, the request for signature will be sent to the next group.
[#(?object=contact;criteria=(roleid='10991' or roleid='10992');orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;1-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~ <br />
#]
[#(?object=contact;criteria=(roleid='10993’);orderby=tbl_1359726.valuestr)
<!--signature ~email~;~firstname~;~lastname~;2-->
_____________________________________<br />
Name : ~firstname~ ~lastname~<br />
Title : ~title~ <br />
#]
Once all signees of this group has signed, it will trigger the workflow requesting signatures from the next group, or if this is the last group it will complete the document.
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