Configure E-signature for approvals

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Approval with e-Signature plugin (com.glide.e_signature_approvals) enables users to approve requests by authenticating their login credentials.

    Before you begin

    Ensure you install Approval with e-Signature plugin (com.glide.e_signature_approvals) from All > System Applications > All Available Applications > All.

    Role required: Admin

    About this task

    On activation, the Approval with e-signature plugin adds a prompt for credentials when an approver attempts to approve a request from the list context menu. Enable E-signature approvals on a table-by-table basis. For detailed information on the plugin, see Approval with e-signature.
    For the OOTB approvals:​
    • Approval users are prompted with e-signature ​before approving or rejecting the item.
    • Approval users can add comments first and without the e-signature.
    • When you cancel the e-signature, the task remains in the pending tasks.​
    • When you approve with an e-signature, the task progresses to the completed section.​
    E-signature approvals provide security, compliance, and accountability by introducing the ability for users to enter login credentials before taking an action.

    Procedure

    1. Navigate to All > System Definition > e-Signature Registries.
    2. In Table name, select an existing table from the drop-down list.
      • Table: A table list to select the table that requires e-signature.
      • Enabled: On selection, an e-signature is required. Clear this option to remove the e-signature requirement.
    3. Select Save.

    Result

    When you select a table (sc_request) and enable the e-signature, the approvers can perform the approve or reject actions only after a successful user credential authentication. The approver authentication window redirects to the identity provider login screen for an SSO enabled instance.​
    Figure 1. Approver authentication
    User credential authentication for approval.
    Note:
    When you do not upgrade to the latest employee center, you do not see the authentication window.
    For more information on approvals, see Use approval experience.