I am a non technical rollbase user so please go gently with me...
is it possible I can insert an uploaded image file in a word document so that my templates are customised based on the image set-up in the rollbase database.
If so, please could you provide a step by step non technical instructions.
Please take a look at our documentation on templates and how you can use field tokens to bring in the data from Rollbase.
This documentation doesnt help sorry - is there any script you can point me at - my logo is just displayed as my integration name in the document template.
Any update please - still struggling with this.
1) Create object A
2) Add image upload field for Object A
3) Add file upload field
4) Create Document template from template section. Use image field token in template.
5) Create a trigger of type "Create document template trigger". In this trigger definition select the template above created in step 4 and select File upload field created in step3 with after create timing.
6) Create a record by uploading the image ti image field
Now you can see document generated using the image you uploaded.
Hope this helps.