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Often surveys or forms require a written signature as proof of receipt or consent. TaroWorks can record a signature as an image file using the device touch screen. This image file is stored in your Salesforce instance and can be downloaded for other uses.
This document will detail how to add a Signature Question to your survey and how to answer it in the device.
How to Add a Signature Question
- Edit an existing draft survey or start a new one. Go to the Question Builder tab.
- On the left margin, click Signature (red arrow) to add the question to the bottom, or click and drag it to insert into your survey.
- Enter a Caption. Add Supporting text and check Required as desired.
- Click Save to save the section.
- Scoring is not available for Signature questions.
- You can set show/hide logic for a Signature question as normal.
- Signature questions can be used as condition for other questions. It can be either answered or not answered.
- Compatible field types for mapping are:
- Text; and,
- URL (this is recommended)
- Note that this maps the link to the image stored on the salesforce instance, normally that can only be accessed by someone who is logged into your instance.
- For more, please refer to the Question-Field Mapping Compatibility Table.
Passing Values through Hierarchy Drill Down
- There is a bug that currently allows the user to pass values from fields in the Hierarchy Drill Down into a Signature question. This should be avoided as it can crash the Android app.
How to Answer a Signature Question in the Device
- When you reach a signature question, click Gather Signature (red arrow).
- Sign on the line as you would on paper.
- NOTE: Tap Set Color to change the colour of the “pen”. You can use different colours at the same time. Tap the narrow colour bar to choose the colour (yellow arrow), then select the tint (green box) and then click OK (blue arrow).
Tips and Tricks
- Signature question should be used for device with larger screens as it is difficult to write on a small surface.
- Consider getting a stylus for signature use.
- Avoid repeatedly recording the signature could make the image smaller and smaller. Tab Clear to reset.