Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5237 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I'm wanting to put in a signature for all my quote forms. I'm hoping I don't need a plug in.

Currently I have a drop down list with my name and a few other employees. When someone make a quote form they choose the correct person from the drop down list. Then we print the quote and the person signs it above the text we chose from the drop down list. I already have a signature I can import. How do I make it so that when we choose from the drop down list the matched signature will be placed above the name in the text.

Posted (edited)

Store each signature in a container field.

On the quote, have a calc field, result container result in the proper container by looking at the ID (not name, I hope) in the drop down list (makes me think you're not using IDs).

Edit:

Let me expand on this. Quotes have a field, let's say AuthorizedBy. This should contain the ID of the user/staff member. You need a table for Staff with each person having an unique ID.

Then, just show the related signature field from Staff using a relationship from Quote:AuthorizedBy = StaffID. If you'd like to maintain the signature within Quotes, create a signature field in Quotes and lookup from Staff.

Edited by Guest
Posted

We have user names but one person enters all our quotes. They are just picking from a drop down list who the quote is for. How can I calculate this. Drop down list has chris. This will be displayed under the signature line then above the line the field has to choose my signature for display.

This topic is 5237 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.