BeyondSignature for Invoices - Simple Integration Example

This repository contains a streamlined example implementation of the BeyondSignature integration for Microsoft Dynamics 365 Business Central, specifically designed for invoice signature capture.

Overview

The BeyondSignature for Invoices extension demonstrates a simple and clean integration approach that leverages the BeyondSignature base app's built-in signature pad functionality. This implementation follows a minimalist approach by extending the Posted Sales Invoice page with a signature action that opens the signature pad provided by the BeyondSignature base app.

Architecture

Simplified Integration Approach

This implementation uses a lightweight integration pattern that:

• Leverages the existing signature pad from the BeyondSignature base app
• Adds a single action to the Posted Sales Invoice page
• Requires minimal custom code
• Provides maximum compatibility and maintainability

Key Components

1. App Configuration (app/app.json)

• App ID: 0e2c64c6-0081-42f3-be3d-88563f978442
• Publisher: BEYONDIT GmbH
• Version: 2025.5.0.0
• Dependencies: BeyondSignature base app (f776fc38-ca64-4d43-b868-3fb8c73cd7ff)
• ID Range: 50241-50250
• Target: Cloud deployment
• Runtime: 13.0

2. Page Extension (app/src/PostedSalesInvoice.PageExt.al)

Extends the Posted Sales Invoice page with:

• Signature Action: Adds a "Signature" button to the action bar
• Action Reference: Promotes the signature action for easy access
• Modal Integration: Opens the BeyondSignature pad in a modal dialog

action("ABC Signature")
{
    ApplicationArea = All;
    Caption = 'Signature';
    ToolTip = 'Executes the Signature action.';
    Image = Signature;

    trigger OnAction()
    var
        SignaturePad: Page "BYD SIG Signature Pad";
    begin
        SignaturePad.Init(Rec.RecordId(), Rec."Ship-to Name", Rec."Ship-to City");
        SignaturePad.RunModal();
    end;
}

Implementation Details

Signature Integration

The implementation uses the BeyondSignature base app's signature pad:

1. Action Trigger: When users click the "Signature" action
2. Page Initialization: The signature pad is initialized with:
   • Record ID of the current invoice
   • Ship-to Name for context
   • Ship-to City for additional context
3. Modal Display: The signature pad opens as a modal dialog
4. Data Handling: All signature data management is handled by the base app

Client Compatibility

The extension is designed to work across all client types:

• Web Client: Full functionality with mouse/touch input
• Tablet: Optimized for touch signature input
• Phone: Responsive design for mobile signature capture

File Structure

├── app.json                           # App manifest and configuration
├── src/
│   └── PostedSalesInvoice.PageExt.al  # Page extension with signature action
└── Translations/
    └── BeyondSignature for Invoices.g.xlf  # Translation file

Key Features

✅ Minimal Code Footprint

• Single page extension file
• Leverages existing BeyondSignature infrastructure
• No custom signature handling logic required

✅ Easy Maintenance

• Minimal custom code to maintain
• Updates handled by the BeyondSignature base app
• Simple integration pattern

✅ Full Functionality

• Complete signature capture capabilities
• Automatic data storage and retrieval
• Context-aware initialization

✅ Multi-Platform Support

• Works on web, tablet, and phone clients
• Responsive signature input
• Consistent user experience

Prerequisites

1. Microsoft Dynamics 365 Business Central (version 24.0 or later)
2. BeyondSignature base app (version 2025.0.0.0 or later)
3. AL Development Environment with runtime 13.0

Installation

1. Install the BeyondSignature base app dependency
2. Deploy this extension to your Business Central environment
3. The signature action will be automatically available on Posted Sales Invoice pages

Usage

1. Navigate to any Posted Sales Invoice
2. Click the "Signature" action in the action bar
3. The BeyondSignature pad will open in a modal dialog
4. Users can capture signatures using mouse, touch, or stylus input
5. Signatures are automatically saved and linked to the invoice

Development Notes

Integration Benefits

• Reduced Complexity: No need to implement custom signature handling
• Automatic Updates: Signature functionality updates with the base app
• Proven Reliability: Uses tested and validated signature components
• Consistent UX: Maintains standard BeyondSignature user experience

Extension Points

This simple integration can be easily extended to:

• Add signature actions to other document types
• Customize the signature pad initialization parameters
• Implement additional validation or workflow logic
• Add custom signature-related fields or processing

Best Practices Demonstrated

• Dependency Management: Proper use of app dependencies
• Minimal Footprint: Lean implementation with maximum functionality
• Standard Patterns: Following AL development best practices
• Localization Support: Translation-ready implementation

Support

For technical support and additional information:

• Website: https://beyondit.gmbh
• Publisher: BEYONDIT GmbH
• Documentation: https://www.beyondit.gmbh/

License

This example is provided by BEYONDIT GmbH as a reference implementation for BeyondSignature integration in Microsoft Dynamics 365 Business Central.