---
schema_version: "1"
id: cefdda090cff01652c4f938976e888eab34a83c47a78e1358bad58f240b3c199
title: Add a Signature Flow Step
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_signature_flow_steps.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_signature_flow_steps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c5e08968f87d14d0d1b5c3f9c04a2093fc0ab812c4e241d6fcbe0607a4a1292
description: Signature flow steps determine the signing authority.
products:
  - Consumer Goods
release: "264"
---
# Add a Signature Flow Step

Signature flow steps determine the signing authority.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d97072e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e63 ">To add signature flow steps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From App Launcher, find and select **Signature Template**.
2. Select a signature template.
3. In the Signature Flow Steps related list, click **New**.
4. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d97072e131">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d97072e134">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d97072e131 d97072e134 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Signature Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">Name of the signature template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Function</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">
                  <p>User role associated with a signature flow step. The options are: </p>
                  <ul>
                    <li>Cashier</li>
                    <li>Checker</li>
                    <li>Co-driver</li>
                    <li>Customer</li>
                    <li>Guard</li>
                    <li>Mobile User</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Authentication</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">Determines whether data is required for a signature flow step.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Sort</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">Numeric sorting definition to sort the list of signature flow steps.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Signature</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">Indicates whether a signature is mandatory for the flow step.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">Sales org of a signature flow step.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d97072e131 d97072e134 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e131 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d97072e134 ">Description of a signature flow step in the languages configured for the sales
                  org.</td>

              </tr>
            </tbody>
          </table>
5. Save your changes.