Ideas

Additional Dataview Filter for Signature Documents

16

Additional Dataview Filter for Signature Documents

Reporting

It would be amazing to have a Dataview filter for Electronic Signature Documents

Details:

The new Electronic Signature Documents are awesome! And the fact that they can be added to a workflow so easily makes them a prime candidate for using them in conjunction with a Group Requirement Type and the "Does Not Meet Requirement Workflow". One use case is our sports groups, they require a signed Waiver of Liability and having the requirement show up on the group(s) and the ability to launch the Signature Request from the group is amazing. The one caveat is you cannot use a Dataview for the "Check Type" on the Group Requirement because there is no Dataview filter for Signature Documents. You can use SQL (I'll include the query in the comments) to accomplish this but lowering the barrier to entry (dv filter) for this type of scenario could benefit many Churches.

Submitted by Jonathan Anderson, The Ark Church · August 31, 2023 · Reporting

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