General

Re: Using a digital signature to initiate rules

jc124911 — Thu, 17 Nov 2016 04:08:54 GMT

Thanks Hilary. I'll see if I can work that into my form. Thanks heaps!

Re: Using a digital signature to initiate rules

Hilary Stoupa — Thu, 17 Nov 2016 00:50:43 GMT

Unfortunately, your picture doesn't show. But, so you know, signing the form adds nodes to the form - so you can't actually just add a rule to your signature group. If you take a look at one of your signed XML files in a text editor like Notepad++ you'll see a "Signature" node added to each of the signature groups (or multiple "Signature" nodes if the form is allowing multiple sigs).

I'm attaching a sample form - save it locally, right click the saved file and select Design to open in design mode. I've added a field with a default that counts the Signature nodes in one of my signature groups - and a button that sets another field based on how many signatures there are. So - preview, sign once, click the button, sign again, click the button. You'll see the "status" field change. You could do something similar in your submit rules - have a field w/ a default that counts signatures, and leverage that to set a status field.

Using a digital signature to initiate rules

jc124911 — Tue, 15 Nov 2016 23:17:30 GMT

Hi, I'm fairly new to InfoPath so my apologies if this has been covered elsewhere but I couldn't find any appropriate responses. I'm using InfoPath 2013 to submit a request that requires a minimum of 5 digital signatures, but up to 7 digital signatures depending on value. The form is designed to submit via email and to SharePoint as each person signs it - essentially creating a workflow through rules in InfoPath rather than in SharePoint. I've set up a 'Status' field with each level of approval required and digital signatures for each approver. The signature is attached just to the section/s shown below and the approval area set up for each signature line to be relevant to that section only beside their name (I'll work on locking down the form once I get this working). I've set up rules (shown below) to run when the field is signed. When I do a test and sign the form, nothing happens... Can anyone tell me if this is possible or if there is a work around?

Thanks