Monday, 7 November 2016

Lightning Component Actions with Signature Capture

Lightning Component Actions with Signature Capture

Screen Shot 2016 11 07 at 18 36 19

Introduction

As some readers of this blog may be aware, a year or so ago I wrote a Lightning Component for the Component Exchange that was soon to be launched at Dreamforce. The component is called Signature Capture and unsurprisingly allows a user to capture a signature image and attach it to a Salesforce record. Up until the Winter 17 release of Salesforce, the only way to associate this with a record declaratively was to use the Lightning App Builder to include it in a custom record home page. This works fine but is a slightly odd user experience, as the component is always present even after the user has captured the signature. This all changed once Winter 17 was live thanks to Lightning Component Actions.

Lightning Component Actions

As the name suggests, Lightning Component Actions are custom actions that invoke a lightning component. Many lightning components are called, but few are chosen for custom actions. Specifically those that implement one of two interfaces:

  • force:LightningQuickAction
  • force:LightningQuickActionWithoutHeader

The difference being that if you implement force:LightningQuickActionWithoutHeader the entire user interface is down to you.

You can use Lightning Component Actions in Salesforce1 and the Lightning Experience.

SignatureCaptureAction

The latest version of Signature Capture package contains a simple component that implements the force:LightningQuickAction interface and includes the Signature Capture component itself. To create a quick action that uses this is a matter of a few clicks. 

Setting Up

First choose which sObject type you want to associate the quick action with - in the screenshots below I’m using account.

Navigate to the Buttons, Links, and Actions section of the setup for the sObject and choose New Action. Select ‘Lightning Component’ as the action type and ‘BGSIGCAP:SignatureCaptureAction' as the Lightning Component. I find that a height of 500px works best, but your mileage may vary. Then enter a Label and Name and click the Save button:

Screen Shot 2016 11 07 at 18 14 31

Once the quick action is defined, it must be added to the page layout in the Salesforce1 and Lightning Experience Actions section (if you haven’t added any quick actions to this section before you’ll need to override the default via the link provided):

Screen Shot 2016 11 07 at 18 24 09

Take it for a Spin

After setup is complete, navigate to any account record in the Lightning Experience and you will see the quick action in the set of buttons on the top right:

Screen Shot 2016 11 07 at 18 26 04

Clicking the button opens the action in its own dialog, allowing a signature to be drawn via mouse, trackpad etc:

Screen Shot 2016 11 07 at 18 27 45

To my mind this is a much better user experience, as the component only appears on demand, so there is no confusion around a component that is always present. The slight downside is that once the signature has been captured the user still has to close the dialog via the standard Cancel button, but that’s a minor drawback to my mind.

Mobility Included

Adding the quick action to the page layout also makes it available to the Salesforce1 application on mobile devices. A word of warning around this - the locker service currently doesn’t surface touch events to a component, so if you enable the locker service the Signature Capture component won’t work on tablets or phones.

Repo Man

The Signature Capture component has its own github repo with sample apps (or app at the time of writing!). This is also where feature requests are tracked, so if there’s anything you’d like to see added, let me know and I’ll see if it can be accommodated. Just to set expectation, this is something that I work on mainly in my spare time (I’m currently on vacation, hence having time for this post) so I may take a while to respond.

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2 comments:

  1. Hi Keir, great post!

    Regarding dismissing the quick action modal, perhaps you can use technique I read on Andy Fawcett's blog: https://andyinthecloud.com/2016/08/21/winter17-using-a-lightning-component-from-an-action/

    var dismissActionPanel = $A.get("e.force:closeQuickAction");
    dismissActionPanel.fire();

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    1. Hi Doug,

      Thanks! It's not that I don't know how to do it, it's that the component wasn't designed to be used in this way. I want the user to explicitly close it when they are done, it's just the cancel button label is a little confusing. I'll probably add an action that implements the without header flavour of the interface but that's a slightly bigger job than I have time for at the moment.

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