Howdy! 😀
Today I am excited to share with you a new flow screen component that I built, called Signature Capture. As the name suggests, you can use this component in your flows screens to get your end users’ signatures and save them in the Salesforce as Files. You can also attach the signature file to a record simultaneously.
Where else can you use this?
You can also use this on home/app/record lightning pages by adding the corresponding interface to the lightning component.
For the ease of creating this component, I created an unmanaged package which you can directly install in your Sandboxes.
Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F000000cfGo
Let’s see it in Action!
I added this component to a flow screen and then created a quick action to call this flow.
I hope the Ohana finds it useful. Always open to feedback and suggestions! 😀
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forcePanda 
How do you adjust the signature canvas width? The default is too small.
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That’s a really good thought. Sorry, I should have added as an input option😅.
In the meantime, if you open the Signature component ‘.cmp’ file in the developer console, you can add the height and width attributes to the canvas tag in the component code. Something like this:
canvas aura:id=”canvas” height=”SPECIFY_Height” width=”SPECIFY_Width” style=”border:2px solid #ddd;background: white;”
Remember height and width should be in numbers(pixels is the unit).
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How can I adjust this, so that it also include text? Similar to signing a consent form.
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Do you want the text to be a part of the saved signature image?
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Yes. I want both the signature and text to be in the image that gets saved.
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Hmm.. That’s going to be tricky and will require quite some effort. Unfortunately, my component doesn’t support this. You should probably ask your in-house dev team to get this done, or hire someone, if that works for you.
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Is there any update on this? This would be a fantastic feature if we could save the signature along with the consent text it’s associated with in the same file.
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Seems like a good thought! However, I have been able to spare time for this. 😬
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Yes the ability to save text with the signature (similar to a consent form) would be a fantastic feature!
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Well, the current component can’t do it but can be extended. Unfortunately, my timeline is a bit stuffed for next few weeks so I’m not sure if I can spare some free time for it.
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Hey, can I use this on a visualforce page, when using on a force.com site to capture a signature?
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Yes, but you will have to refactor the code a bit to make it work!
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Great component!
How can i hide the file created message – this will be on a community site and so we dont want that.
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Hey Sean,
For that you will have to edit the component and make a small adjustment to the code.
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How do I use this in a Public community using the Guest User Profile? I have allowed the flow to run in the system without sharing context so the Guest User Profile can find their contact, but the component files to upload the file to the contact record. Here is the error I see when I run the screen flow:
Error: SignatureCaptureCMPControllerException.saveSignatureToRecord Error: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.: []
Any help would be great!
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You’d need to provide the necessary access to Guest User profile, in this case:
– Access to the Apex controller being used in the Signature component.
– Permission to create files(I can’t remember the exact permissions though).
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Hey there, I’m trying to use this component as well for a guest user but keeps giving me this error: Error: List has no rows for assignment to SObject
– I already gave access to the controller via profile
– The profile also have read access to the custom object
– Guest users are also allow to upload files (I’m already uploading files as guest users)
Any idea what could be wrong?
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Does it work when you’re the running user?
If yes, some permission, either related to record or files, needs to be granted to guest user.
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Hi I am getting following errors when I try to install this package via link
Error Number: 1363516513-98141 (980901188)
Problem:
1. Method does not exist or incorrect signature: void startTest() from the type Test
SignatureCaptureCMPControllerTest: Method does not exist or incorrect signature: void startTest() from the type Test
2. Method does not exist or incorrect signature: void stopTest() from the type Test
SignatureCaptureCMPControllerTest: Method does not exist or incorrect signature: void stopTest() from the type Test
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I think one of the potential reason you’re getting this error is your org might have a class called “Test”. If that’s the case(which is bad), you’ll have to rename the class to something else.
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Hey Narender,
Is it possible to populate the ‘Save As’ field with a stored value (eg, a variable containing the name of the Current User) in the flow?
Thanks
Paul
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Hey Paul,
Yes, you should be able to use any variable, even a formula variable. 🙂
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hey there, was there an update on the component? i cannot set a default value to the save as field anymore. i can only edit the api name, contentId and recordId, but no way to edit the save as field
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Nothing has changed, unless someone changed the code in your org.
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I have only recently downloaded the extension. the interface in the flow screen does not look like in the video or on other instructions i have seen.
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Can you share what you see? Maybe link(s) to snapshots.
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https://we.tl/t-t93mpA2r3b
here you can download the screenshot of my screen flow.
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What you see in the GIF is when you run the flow. In the screenshot of yours, you’re in the flow builder.
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correct, in the flow builder i want to set a default value for the signature when it is saved in my related files. where can i set that?
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I just reviewed the code. Looks like you cannot set a default title. What you can do however, is update the title using a Update record element. By default, in the code, if the title is blank, the code sets it to “Signature_”
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Hey I loved this component, but I can’t “save” the signature. I’m using it on a screen flow, but how can I see the “signature” once saved, or where is it saved??
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Hi,
You should be able to find the saved signature under Files tab.
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The link above directs me to install into production but I want to install in a sandbox first.
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I replaced login.salesforce.com with test.salesforce.com and managed to install into my sandbox but I have a new problem now that I hope you can help with.
I have added your signature component to the end of my flow, activated it and created a new quick action on my Opportunity. It is all working with the exception that I had to add a mandatory field to Content Version such that when the user uploads photos earlier in the flow which is for an Inspection Report they are able to rename the photo title and add details about the Area e.g. Area 1, Kitchen but because of this I cannot Save and Upload your signature because it also gets saved as a File and requires input of this new custom mandatory field. I really don’t want to switch off the mandatory field because it is the only way the user is able to edit the file name and when they upload a number of photos they need to rename them. Can you think of any other workaround for them both to work?
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Interesting…
One way I can think of it is to pre-populate the field by using a before save flow but I’m not sure if you can create record triggered flow on ContentVersion object.
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I removed the mandatory field on the Content Version and put it down to a trade-off for being able to add your signature capture was is great by the way.
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thanks so much for this. helped a lot
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🙂
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This component works only on Account records?
I need to capture sign of contacts.
tks
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No, it should work for any type of Object.
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Hi,
Would it be possible to add the signature to a word document like service agreement with customer and then create a PDF file? Thank you
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Hi–I love this component and it works great in my flow when running under my system admin credentials. I have put the flow on a public site, given site guest user access to apex classes and has permission to upload files. But am getting an error ‘List has no row assignment for Sobject’ Any help would be appreciated!
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You might have to give read access to the object where you’re trying to attach the file.
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I’m having the same issue. Has anyone been able to resolve this issue?
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Hi,
Thank you for this component. We are using it in our org and it’s helpful. Sometimes users forget to click ‘upload and save’ for their signature and move to next step in the flow. This is resulting in some users not having a saved signature file. How can I fix this issue? Thank you!
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You can add validation by checking if there is a new file uploaded. If not, then redirect back to the same screen showing an error.
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We are using this component in our screen flow and works well. Thank you. Is there a way for me to pre-populate or retain the saved signature when user navigates between screens. So for example, if my screen flow has 3 screens, with signature capture as the second screen, and if user clicks Previous on this screen (takes him to screen 1) and comes back to this (screen 2), how I do auto populate the captured signature?
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The current version of this component doesn’t support this but it should be possi le by adding some code.
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Thank you for your response. Any chance you will update this component with this functionality in the near future? Thanks
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Hey,
It’s not on my todo. But if it fits, we can do a paid arrangement and I can built it for you.
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Has anyone been able to figure out how to populate the “Save as…” with a variable? I’m not able too.
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You can update it with another name after saving it. Not ideal, but can work as a workaround.
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Thank you for the response. Is there an easy way to just hide it, since it’s not required in order to save the signature?
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Unfortunately, not. That’d require some changes in the code.
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For the Save As field, is there a way for me to automatically populate it (like with fields from earlier in the flow) instead of making the user manually populate it themselves?
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