To set up the electronic signature, Follow the steps below:
Necessary Items
The electronic signature can be added to a training environment on Cirrus Shield. These environments must have the following objects or else the signing does not work (the API names must be exactly the same):
· Day/Planning
· Participant Day
If these objects are not present in the environment, they must be created with specific parameters.
Day
The day/Planning object must have the following custom fields (with the same API name):
Field | API Name | Type |
Sessions | Sessions_de_Formation | Loop Relationship (Sessions) |
Start Time | Heure_de_debut | PickList |
End Time | Heure_de_fin | PickList |
Afternoon | Apres_Midi | Check Box |
All Day | Toute_la_journee | Check Box |
Morning | Matin | Check Box |
The picklist for « Start Time » and « End Time » should contain time values like the following example:
00:00
00:30
01:00
01:30
02:00
02:30
03:00
03:30
04:00
04:30
05:00
05:30
06:00
06:30
07:00
07:30
08:00
08:30
09:00
09:30
10:00
10:30
11:00
11:30
12:00
12:30
13:00
13:30
14:00
14:30
15:00
15:30
16:00
16:30
17:00
17:30
18:00
18:30
19:00
19:30
20:00
20:30
21:00
21:30
22:00
22:30
23:00
23:30
Day- Participant
The Day/Participant object must have the following custom fields (with the same API name):
Field | API Name | Type |
Day | Jour | Lookup Relationship (Day |
Participant | Participant | Lookup Relationship (Participants) |
Morning Check-in | Emargement_matin | File |
Afternoon Check-in | Emargement_apres_midi | File |
All day Check-in | Emargement_toute_la_journee | File |
Custom button
We must add a custom button to the « Day » object with the following parameters and codes:
Parameter | Valeur |
Label | Electronic Signature |
Name | Emargement_electronique |
Icon | far fa-pen-alt |
Display Type | Detail Page Button |
Behaviour | Exécute Javascript |
Call Function | emarge(); |
function emarge()
{
var RecordID = GetRecordGUID();
var objOrg = GetOrganizationInfo();
var objUser = GetCurrentloggedInUserInfo();
const uri= 'https://emargement.cirrus-shield.net/' + objUser.Language + '/emargement?orgid=' + objOrg.Id + '&jour=' + RecordID;
window.open(uri, "_blank");
//alert(RecordID );
//alert(objOrg.Id);
//alert(objUser.Language);
}
Extension
For the sign-in to work, you need the « Sign-in_Electronique » extension. It can be added from the “Extension” tab in the setup environment.
After adding the extension, tap on « Details » and add the Cirrus Shield username and password to use (the system Admin account).