7.1 Add the CT Sign to the CT Mobile app
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Available since CT Mobile 2.4. |
To add the CT Sign to the CT Mobile application:
1. Add CT Sign to the Menu
To add the CT Sign module to the app menu:
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In CT Mobile Control Panel
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In CT Mobile Control Panel 2.0
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Go to CT Mobile Control Panel: App Menu tab.
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Select the required profile in the Location picklist.
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Click the
button to open the Add menu item tool. -
Select the Sign item.
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Click Add to close the Add menu item tool.
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Specify the position of the CT Sign module in the app menu by dragging the items in the list.
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Click Save.
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Launch synchronization in the CT Mobile app.
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The CT Sign module is now available in the CT Mobile app. The Sign Documents menu item with available for the mobile user records is added to the app menu.
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Go to CT Mobile Control Panel 2.0: App Menu tab.
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Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.
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Click Show Module Menu.
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On the All or Integrations tab, select the Sign item.
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Click Save.
The CT Sign module is now available in the CT Mobile app. The Sign Documents menu item with available for the mobile user records is added to the app menu.
2. Add the Sign Document button in the Actions Menu
To display the Sign Document button in the Actions combo menu on the object record screen:
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There should be a Sign Settings record with the Object Setting record type for the required offline object.
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There should be templates:
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available for the mobile user;
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with Sign Document button to sign on the mobile device (Signature Place: Device) or by email (Signature Place: Email);
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available for the offline object, and, optionally, for its specific record type;
If necessary, create a new template and then launch synchronization in the CT Mobile app.
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To override the translation of the Sign Document button, create a new custom label for the CTM_Layout_Button_SignDocument name.
3. Grant User Permissions to CT Sign Objects
The mobile user should have access to the following Apex class: ApplicationConnectorRest. The Sign Document menu item will be added automatically to the left menu.
The mobile user should have access to objects and fields required for proper work with CT Sign.
| Object API Name | Field API Name | Required Access for User | Comments |
|---|---|---|---|
ctsign__SignSettings__c |
Read |
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ctsign__FieldsToDisplay__c |
Read |
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ctsign__Object__c |
Read |
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ctsign__ReadOnlyAttributes__c |
Read |
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ctsign__RequiredAttributes__c |
Read |
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ctsign__Types__c |
Read |
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ctsign__Workspaces__c |
Read |
Only documents from the specified workspaces will be downloaded on the mobile device. |
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ctsign__SignDocument__c |
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ctsign__FailedMessage__c |
Read |
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ctsign__RejectionDate__c |
Read |
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ctsign__SignDate__c |
Read |
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ctsign__Status__c |
Read |
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ctsign__TransactionId__c |
Read |