Adding custom chapters and subchapters
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You can customize the table of contents in documents generated by the Application Document Wizard.
To add new chapters or subchapters:
- Navigate to the step of the wizard.
- Inspect the table of contents preview. Each row represents a chapter or subchapter.
- Select a row to precede your new chapter or subchapter.
- Click Add Chapter to insert a custom chapter.
- Alternatively, click Add Subchapter to insert a custom subchapter. Only custom chapters support custom subchapters.
- In the Chapter Details window, specify the source of your custom content:
- Name — Type in a heading to appear in the generated document.
- Type — Select the content source. This can be a rule type or a file uploaded from your local system.
- Rule — Enter the name of a rule corresponding to the value entered in the Type field. The name you enter must have an applies to class of PegaAccel-Task-DocumentApp and reside in application's ruleset stack.
- Upload a file if you selected the Image/File Attachment option in the Type field.
- Click Save. The table of contents preview automatically refreshes to include the new chapter or subchapter.
Custom chapters sourced by a correspondence rule must be of type Mail
.