Linking a custom section to an application guide

In addition to other types of supporting information, such as URLs and help topics, you can link a section to the tasks in your application guide. By using a section, you can customize the presentation or available actions in a task.

  1. Open an application guide by searching for it or by using the Application Explorer.

  2. On the Definition tab, expand a chapter in the Chapter name column.

  3. Click the Gear icon next to a task name to open the Task configuration dialog box.

  4. In the Action type list, select Custom section.

  5. In the Action value field, press the Down Arrow key, and then select a section in the Embed-Guide-Task class path that is not in a Pega- ruleset.

    Tip: To support users in express mode, ensure that the first action in your section calls the pega.desktop.closeAllDocuments API.
  6. Click Submit.

  7. Click Save.