Tag Archives: Signature in the workflow

How to add Signature workflow in Journal Entry screen

The Signature Workflow is a feature provided by Sage that enables automatic signatures for records that are either modified or created by the first-level user defined in the Assignment rule. Once the user signs the record, the status changes to “Signed” for that user, and the record is then passed on to the next level… Read More »

How to display user signature pending for approval to the left list of any transaction

Signature workflow feature of Sage X3 helps in tracking of transactions. Sometimes there might be a requirement if the end user needs to add additional field in left list of any transaction which will display user’s name for whom the signature is pending for approval. We can achieve this by using the following steps. Consider… Read More »

How to Increase the Number of Signature in the workflow?

In a workflow the number of signatures results into creation of same number of users, those users are authorized to approve the request. You get an option to assign number of signatures in: Navigate: Setup > Workflow > User rules of assignment In the above example 4 users are created and conditions can be defined… Read More »