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Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

Signature Fields

How Administrators add electronic signature fields to forms for approvals or acknowledgements.

The Signature tool adds an electronic signature field, allowing users to sign off on a form, verifying intent or acceptance. Signatures are supported in the mobile app (requiring a touch screen) and can be made mandatory. Field help can be added.

Steps to Add a Signature Field

  1. Open the form in the Form Editor.

  2. Drag the 'Signature' button to the desired location.

  3. Enter the 'Name' (label) for the field.

  4. Optionally, select 'Add Field help'.

  5. Select 'Yes' or 'No' for 'Mandatory'.

  6. Select 'Ok'.

  7. Select 'Save' at the bottom of the Form Definition page.

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Text Fields (Single Line)

How Administrators add single-line free text input fields to forms using the Form Editor.

Label Fields

How Administrators add non-interactive label text to forms for providing information or defining subsections.

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Steps to Add a Signature Field