Configuration

Learn how to configure Electronic Signature global settings

First steps

All the settings described in this chapter will be applied globally, to all screens where the Electronic Signature custom field has been added.

Steps

To open the Electronic Signature global configuration page:

1. Go to Jira Administration > Manage apps.
2. Select Configuration from the Electronic Signature app navigation.

Result

The configuration page appears.

Overview

Here’s an overview of all available settings. Scroll down to read their descriptions.

Click on the title to see more information:

1. Autocomplete with current user
2. Signature is optional
3. Username comparation method
4. Only the last snapshot
5. Force current user’s credentials
6. Disable field’s description
7. Signature PDF as Issue attachment in Jira Customer portal
8. Maximum invalid login attempts
9. Exclude custom fields from the snapshot PDF
10. Select for which roles the Electronic Signature will be available
11. Enable Required Signature Panel
12. Minimal required signatures
13. Enable User Picker

Autocomplete with current user

When this option is enabled, the custom field is automatically populated with the username of the currently logged in user.

Example

Credentials of the currently logged in user being auto-populated in the Electronic Signature custom field:

Signature is optional

Enabling this option makes signature optional on the screens. This means that even if a user doesn’t provide any credentials, the issue will pass the transition.

Username comparation method

By enabling this option you’ll make the Username field case-sensitive.

Example

Error message displayed after a user provides a username that isn’t case-sensitive:

Only the last snapshot

Enable this option to display only the last snapshot under Signatures in the issue Activity section.

Example

Signatures tab on the issue view when only the last snapshot is displayed:

Force current user’s credentials

Selecting this option allows only the currently logged in user to sign off the issue.

Example

Error message displayed after a user provides other credentials:

Disable field’s description

Select this option to hide the following hint text displayed by default under the Electronic Signature custom field: Enter valid credentials to sign this record. This is in compliance with the FDA regulation CFR part 11.

Example

Electronic Signature custom field without field description:

Signature PDF as Issue attachment in Jira Customer portal

Select this option to add PDF snapshots as attachments on the Customer portal. A link to the PDF will also be displayed as an external comment.

Example

PDF snapshot attached to a request on the Customer portal:

Maximum invalid login attempts

Set the number of failed login attempts that will cause a signature to be locked. The default is zero (0) which means that the signature will never be locked.

Exclude custom fields from the snapshot PDF

Select fields that you don’t want to show on the exported PDF.

Select for which roles the Electronic Signature will be available

Choose roles to narrow down the group of users who are allowed to sign off issues and make transitions.

If no roles are selected, the validation will be ignored. Otherwise, the user needs to be assigned to any of the selected roles (in at least one project) to pass the validation.

Example

Error message displayed when a user who is not assigned to any of the selected roles tries to provide their credentials:

Enable Required Signature Panel

Select this option to display how many signatures are required to authorize a transition and how many have already been given. The numbers will be displayed in a dedicated panel on the issue view. You can specify the number of required signatures in the next option.

Example

Required Signature Panel on the issue view:

Minimal required signatures

Type in the number of signatures that are necessary to sign off an issue. In order to display it, select Enable Required Signature Panel right above this option.

Example

Number of Minimal required signatures on the issue view:

Enable User Picker

Choose this option to turn the Username field into a User Picker (single user). This setting makes it easier to sign off issues while using Jira on mobile devices.

Example

Electronic Signature custom field as a User Picker: