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3 weeks ago
Hi Everyone,
I just wanted to understand how e signature template is mapped to task.
I can see we can give the task type as e signature an attach the e signature template but i the esignature templated we are not specifying any document template. How these documents are getting mapped.
@Ankur Bawiskar Any thoughts
Solved! Go to Solution.
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3 weeks ago
Got the mapping
We need to create a HR pdf document template in the sn_hr_core_document_template.
Create a E signature template in the sn_esign_configuration table.
Create HR task template with HR task type as E signature.
Map the created HR PDF document template to the Parent HR case field PDF template.
The state of the HR task should be ready/WIP and assigned to should be current logged user. Then we can see the sign document UI action.
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3 weeks ago
Hello @pk2184046 ,
I implemented this use case from below video you can refer this. It may be helpful for you as well.
https://youtu.be/edO1uSPrZrI?si=Lnw4wt3KysOylxFh
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3 weeks ago
HI @prajaktajga
Thanks but in the viedo there was no mapping they have directly selected the e signature template. In my case I need to know the mapping how it is done. SO that I can attach the pdf doucment which shows dynamically.
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3 weeks ago
Got the mapping
We need to create a HR pdf document template in the sn_hr_core_document_template.
Create a E signature template in the sn_esign_configuration table.
Create HR task template with HR task type as E signature.
Map the created HR PDF document template to the Parent HR case field PDF template.
The state of the HR task should be ready/WIP and assigned to should be current logged user. Then we can see the sign document UI action.