Screen Flows

Customer sign-off inside a flow

The customer signs the handover on the last screen of a flow, and the signature lands on the work order as a file. Nothing to print, nothing to scan.

Pen Input
inputPen
center
The scenario

SolarOps closes every installation with a four step screen flow. Step 4 is the signature. The customer signs on the pad, the technician presses Save signature and the drawing is filed on the work order. Previous and Finish are the standard flow footer.

The configuration
  • showSignaturePad: true, required: true: a signature line, and no Finish without a signature.
  • mode: ink, size: 3, color: #032d60: a stroke that thickens with speed, like a pen, not a marker.
  • disabledButtonsSerialized: ['paintbrush', 'ink', 'eraser', 'size', 'color', 'background', 'download']: only pen, undo, redo and clear are left.
  • saveAsContentDocument: true, contentDocumentLinkedEntityId set to the work order, saveAsButtonLabel: Save signature: the signature becomes a file on the record.
Step by step

The settings above are the ones that matter. The tutorial has the whole build: the objects and sample data behind the screen, every step in order, and what to check once it runs.

Open the tutorial
Runs on
Flow Screen ComponentsDynamic ComponentsLWC Components

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