Maximo Open Forum

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------

Unfortunately I don't think this is possible. The ROUTEWF action in the AppBean java class doesn't check whether or not esig is enabled for this action (whereas the ConfigurBean for database configuration for example does check various actions that it supports esig on). E-sig inside of workflow is relatively weak, such as needing to actually show the interactive change status dialog if you want e-sig to be captured during the workflow process when status of the record is changed. 

A case with IBM could be opened, but I imagine this would end up more likely as a RFE for future development. 

------------------------------
Steven Shull
Projetech
------------------------------

Original Message:
Sent: 06-15-2020 21:33
From: vikky k
Subject: Esignature Setup Question

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------

I am aware of the limitations of E-Signature inside the workflow. But i was hoping that this setting would work, as it E-Signature is just on the ROUTEWF Sig-Option. 

Are there any workarounds?

------------------------------
vikky k
Idyllic Solutions
------------------------------

Original Message:
Sent: 06-16-2020 09:53
From: Steven Shull
Subject: Esignature Setup Question

Unfortunately I don't think this is possible. The ROUTEWF action in the AppBean java class doesn't check whether or not esig is enabled for this action (whereas the ConfigurBean for database configuration for example does check various actions that it supports esig on). E-sig inside of workflow is relatively weak, such as needing to actually show the interactive change status dialog if you want e-sig to be captured during the workflow process when status of the record is changed. 

A case with IBM could be opened, but I imagine this would end up more likely as a RFE for future development. 

------------------------------
Steven Shull
Projetech

Original Message:
Sent: 06-15-2020 21:33
From: vikky k
Subject: Esignature Setup Question

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------

I'm not sure the best way to go about doing something like this as it's not something we've done before. My initial take is you would have to do this as a java customization, extending the application bean (in this case, InvoiceAppBean) and providing your own ROUTEWF function that calls the checkESigAuthenticated("ROUTEWF") before calling super.ROUTEWF(). 

I think it would make sense to open a case and/or RFE with IBM to try and get this in the core product. It's certainly easier for them to maintain than for it to be added on by a customer since it really should be in the core AppBean class to be applicable everywhere. If you wanted to do this in Invoice & Work Order Tracking, you would have to extend two different classes to add the same logic to it. 

I was hoping it would be possible with a script action, because you can interact with the UI in that scenario (including launching the esig dialog when appropriate). It wouldn't be great as you couldn't call the core ROUTEWF method so you would have to replicate what they do in a script. This is because the ROUTEWF code looks for the the event value to determine which workflow process to start and the event would match the automation script and not the workflow process itself in that scenario. Unfortunately, one of the last actions is calling the getWorkflowDirections which is a protected method on the AppBean class which won't let you call it from within a script. Since there are various interactive capabilities inside of workflow, not supporting that would be problematic which is why I think a java class is required.

------------------------------
Steven Shull
Projetech
------------------------------

Original Message:
Sent: 06-16-2020 15:48
From: vikky k
Subject: Esignature Setup Question

I am aware of the limitations of E-Signature inside the workflow. But i was hoping that this setting would work, as it E-Signature is just on the ROUTEWF Sig-Option. 

Are there any workarounds?

------------------------------
vikky k
Idyllic Solutions

Original Message:
Sent: 06-16-2020 09:53
From: Steven Shull
Subject: Esignature Setup Question

Unfortunately I don't think this is possible. The ROUTEWF action in the AppBean java class doesn't check whether or not esig is enabled for this action (whereas the ConfigurBean for database configuration for example does check various actions that it supports esig on). E-sig inside of workflow is relatively weak, such as needing to actually show the interactive change status dialog if you want e-sig to be captured during the workflow process when status of the record is changed. 

A case with IBM could be opened, but I imagine this would end up more likely as a RFE for future development. 

------------------------------
Steven Shull
Projetech

Original Message:
Sent: 06-15-2020 21:33
From: vikky k
Subject: Esignature Setup Question

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------

Good morning Vikky,
As the View Workflow action displays the initial user that routed the record into workflow, does the business case require the e-sig action?    RFE's are rarely acted upon quickly, for a work around could you add an attribute such as "Reviewed for approval" and put a e-sig action on that ?  

~ Julie Shaw

------------------------------
Julie Shaw
Projetech
------------------------------

Original Message:
Sent: 06-15-2020 21:33
From: vikky k
Subject: Esignature Setup Question

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------

Can you elaborate more on the underlying reason for the requirement?  Why does the dialog need to be presented to the user at that time?  Why are you capturing an e-sig to go into workflow? Answers to these could help come to an alternative solution for what you're looking to achieve.

Off the top of my head: you could try to add a new button to the toolbar and have it launch an automation script that triggers the e-sig and puts the record into workflow.

------------------------------
Sean Clark-McCarthy
EY
------------------------------

Original Message:
Sent: 06-15-2020 21:33
From: vikky k
Subject: Esignature Setup Question

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------

Hi Vikky,

Unfortunately enabling e-signature for ROUTEWF for your application will not enable the Authentication popup. If you want e-signature authentication for ROUTEWF you need to extend the Appbean override ROUTEWF method before calling super call checkESigAuthenticated("ROUTEWF")

Certain user actions such as Manage Admin mode, Apply configuration changes, and Deletion of PM forecast already check e-signature authentication because of that if we enable e-signature from Manage e-sig Action system will start throwing a popup for Authentication.

------------------------------
Pankaj Dubey
Self Employed
------------------------------

Original Message:
Sent: 06-15-2020 21:33
From: vikky k
Subject: Esignature Setup Question

We are on maximo 7.6.1

I have a requirement where the E-Signature dialog has to be presented to the user, as soon as they hit on route worlflow in the invoices application.

Here is how i have configured it, but this does not seem to work. 

In the Database configuration application: Manage eSig Actions dialog: Filtered for Invoices application and under the Options for Invoices application at the bottom filtered for Route Workflow option and checked the E-Signature Enabled? check box. 

In the Application Designer: Add/Modify Signature Options dialog: Filtered for ROUTEWF option and checked the E-Signature Enabled? check box. 

After the above settings, i went to Invocies applications and picked a record and started worklfow on it. I have not received the e-signature dialog but the workflow is started on that record.

Is there something that i have missed in the configuration or is it just the restrictions in maximo where e-signature does not work with workflows.

Thank You.
#Customizations

------------------------------
vikky k
Idyllic Solutions
------------------------------