has anyone come up with a way to associate a custom segment value (like "brand") with a custom logo, or other custom fields? mainly wanting to output different stuff on a pdf depending on which custom segment is selected on a transaction.

Yes, we built a record type that we called “Invoice PDF Template”. Each department in the company can have their own template which allows for a different logo, email address, phone number, bank instructions, remittance, etc. Every invoice is tied to an Invoice Template. In Advanced PDF Template, we just reference the related fields from this Custom Record.

Thanks, this was basically my plan. How do you assign the custom record to each invoice?

Transaction Body field that references the “Invoice PDF Template” record. We use the Sourcing to set the template to the departments Invoice Template default so users don’t have to set it every time.

Got it- so you have a custom field on your Department segment that lets you connect each dept to its corresponding Invoice PDF Template right? That's what I can't get w/ custom segments unfortunately

Are you trying to tie to a custom segment set as a Transaction Body field or a Transaction Line field? In other words, will you always just have one of these custom segments per transaction?

yeah it's one per transaction, not line-specific

Oh yeah, I always forget about that. Once you add that just make sure you can get to that data through a saved search invoice record. If you can, you should be good to to update the Advanced PDF template to insert the values as needed. Example would be something like “record.custbody_rs_arphone”.

Yeah same! I just did a POC on a quote PDF template and it works nicely, just did record.cseg_brand.custrecord_logo

I know what you mean.