Add dynamic image in the pdf template

An image of the employee signature needs to be added as a file within the NetSuite system first before customizing the templates used for printouts.

Solution

  1. Create a File containing the Employee Signature Image
    1. Navigate to Documents > Files > Images > New
    2. File:
      • File Name: Enter Employee Signature 1
      • Folder: Select Images
    3. Click Choose File
      • Open: Select the Image File from the Desktop
    4. Click Save
  2. Create Custom Entity Field
    1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
    2. Custom Entity Field:
      • Label: Enter Employee Signature
      • Type: Select Image
      • Store Value:Enter Checkmark
    3. Click Applies To
      • Employee: Enter Checkmark
    4. Click Save
  3. Create Custom Transaction Body Field
    1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
    2. Custom Transaction Body Field:
      • Label: Enter Sales Rep Signature
      • ID: Enter _sales_rep_sig
      • Type: Select Image
      • Store Value:Remove Checkmark
    3. Click Applies To
      • Sale: Enter Checkmark
    4. Click Sourcing & Filtering
      • Source List: Select Sales Rep
      • Source From: Select Employee Signature 
    5. Click Save
  4. Update Advanced PDF/HTML Template

Leave a comment

Your email address will not be published. Required fields are marked *