Lucity users can collect and view electronic signatures on a Lucity record. Signatures are attached to forms in Lucity Web but must be collected and viewed using Lucity Mobile. Although these signatures are not legally binding, they provide an informal means for associating approval or authorization with record details.
Example uses for Signatures:
Allow customers to approve work performed as a result of a Work Request.
Give supervisors a means to sign off on reviewed Inspections.
Signature Setup Process
Create a Signature Template in the System Configuration program's Signatures module.
Add the Signature Template to a specific form using the Form Components Editing Pane.
Configure needed reports to display the signatures.
A Signature Template is a blank field that can be added to a Lucity form. When a record is opened in the form in Lucity Mobile, a person can sign their name using the device. Their signature is then associated with that record.
Open the System Configuration >Signatures module.
Click Add . The Signature Configuration form appears.
Enter the Name of the Signature Template. (For example, Director Signature, Customer Signature or Supervisor Signature could be possible Names for different types of Signature Templates.)
Enter a Label for the Signature Template. This text appears above the blank field in which the user signs. (For example, Customer Sign Here or I approve the work performed today.)
Save the record.
Note: Once a Signature Template has been created and users implement it to collect signatures, the Name of the Signature Templatecannot be changed. The Label, however, can be edited.
Open the form to which you want to add a Signature field.
Select the form Menu and select Enter Design Mode.
Select the Advanced Elements section of the Form Components Pane. A pop-up will open with a list of parent properties.
Select Signatures from the Advanced Elements list and click the button. A dialog similar to the following will open containing a list of Signature Templates to select from:
Select the desired Signature from the list and click Select.
The Signature will be added to the form and can be positioned as desired.
Repeat this process to add any additional Signatures.
Save changes to the Form Components. The Signature Template is now attached to the form and will appear on the form in Lucity Mobile to collect the Signature(s).
Note: The Signature field will not show up when the form is loaded in Lucity Web.
Signatures captured in Lucity Mobile can be added to and displayed within Crystal Reports. Signature data is stored in the LSIGNATURE table of the Lucity database. Use the following procedure to add a Signature to a report:
Note: Signatures added to a report via a third party application must be viewed as documents attached to a Lucity record.
Find the .rpt file for the report to which you would like to add a Signature.
Edit the .rpt file using Crystal Reports.
Add a subreport to the report and point the subreport to Lucity's LSIGNATURE table.
Link the SG_RECORDID field in the LSIGNATURE table to the record ID field in the table for which the report is written. (In the example below, the record ID field for Lucity's Work Request module is WKRQ_RQ_ID.)
Using the subreport's Select Expert, reference the specific module that contains the Signature using itsKEYID, which can be found in the MODULES table. (In the example below, 50 is the ID for Lucity's Work Request module.)
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Although multiple Signatures Types may have been linked to the original form, each Signature Type may only be used once on the form.
Once a Signature is added to the report it will show up as a blank space on the report even if the signature was not filled out in Lucity.
If multiple Signature Types were used on the form, the report must reference the specific Signature Type that should be displayed on the report.
Within the subreport's Select Expert the specific Signature Type (SG_NAME) needs to be referenced.
In this example, a Signature Type named Requestor was associated to the record.
After the subreport is created and linked, add the SG_SIGNATURE field to the subreport. This field displays the signature.
You may wish to resize the signature. This will require some experimentation. Select Format Graphic and scale the Width and Height to 25%. Adjust the measurements as desired.
To prevent empty space on the report when records do not have signatures:
In the Format Subreport section, check the Suppress Blank Subreport option.
In the main report’s Section Expert, click on the section where the Signature subreport is located and select Suppress Blank Section.
Note: If you plan to sign this report on a mobile device using a third party signature application, consider:
Make your signature field space(s) large enough for signing.
Do not suppress blank sections as you may want those to appear on the form for signing in the third party app.
How to create a Signature Template
. The Signature Configuration form appears.
the record.
and select Enter Design Mode.
button. A dialog similar to the following will open containing a list of Signature Templates to select from:
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