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Custom Levels in Word 2007 TOC Feature - DO NOT WORK!

Posted on 2010-08-31
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I tried to use Word 2007 the other day to create a simple TOC based on content within a meeting minutes type file. With Word 2003 this was easy - A style would be created as desired that was a text/character format (not paragraph) so a section within the document could have the style applied and not have to be it's own line item - so to speak. The Style was then simply chosen to be TOC Level 1 (only one level needed) so that summary of certain items would appear in a concise list. All was well - and easy.

Now enter Word 2007.
What a mess it seems. I can easily create a TOC based on a Paragraph style for Heading1, 2 etc but if I change TOC 1 to another style it is simply not remembered no matter how many times I try. Word was saving in 2003 format so I changed to 2007 docx - same issue. Worse - I did some checking and found I needed to use a TOC Field called TC (I think) and embed code into the document as a sort of 'command line' to flag a section of text within a paragraph.

I cannot believe it is this convoluted for such a simple task that was easily doable in Word 2003.
Is there something silly I am missing???

Thanks!!!
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Question by:DanielT
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9 Comments
 
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Expert Comment

by:Inteqam
ID: 33573179
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Author Comment

by:DanielT
ID: 33573349
Sorry, not going to help. This is for standard TOC creation using built in styles or - possibly - a new heading style. Using these will convert the desired text and everything in the same paragraph as the TOC entry.
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Expert Comment

by:Inteqam
ID: 33574199
If you want to use only custom styles, delete the TOC level numbers for the built-in styles, such as Heading 1.
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Expert Comment

by:Inteqam
ID: 33574204
CREATE A TABLE OF CONTENTS FROM CUSTOM STYLES THAT YOU APPLIED
Use this procedure if you already applied custom styles to your headings. You can choose the style settings that you want Word to use when it builds the table of contents.

Click where you want to insert the table of contents.
On the References tab, in the Table of Contents group, click Table of Contents, and then click Insert Table of Contents.
Click Options.
Under Available styles, find the style that you applied to the headings in your document.
Under TOC level, next to the style name, type a number from 1 to 9 to indicate the level that you want the heading style to represent.
 NOTE    If you want to use only custom styles, delete the TOC level numbers for the built-in styles, such as Heading 1.

Repeat step 4 and step 5 for each heading style that you want to include in the table of contents.
Click OK.
Choose a table of contents to fit the document type:
Printed document    If you are creating a document that readers will read on a printed page, create a table of contents in which each entry lists both the heading and the page number where the heading appears. Readers can turn to the page that they want.
Online document    For a document that readers will read online in Word, you can format the entries in the table of contents as hyperlinks, so that readers can go to a heading by clicking its entry in the table of contents.
To use one of the available designs, click a design in the Formats box.
Select any other table of contents options that you want.
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Author Comment

by:DanielT
ID: 33577720
This all makes sense - keep in mind I have no problems doing it in Word 2003. The process (I thought) would be the same - and it was pretty easy.

When I change the TOC levels and remove the designated level from Heading 1 (etc) it just does not work. When trying to update the TOC it just seems to return an error when any customization is done. When I go back in to check levels, the Heading styles are there and my custom versions are not. Creating a new document did not reveal any better results with a small test. Strange!

Are you able to create a TOC from #portions of a paragraph# and have it update into a TOC as only that text? Take the text in this paragraph delimited by "#" for example. This could be part of a document and the text between needing to be a TOC entry. This requires a special Style that does not apply to the entire paragraph.




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by:Inteqam
ID: 33582390
i took the above from a link, it was talking about word 2007,

what i remember that i have had the same troubles, but that was with office 2010, and a technical review version.

i wasnt able to fix it, and i didnt try it on office 2007.
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Author Comment

by:DanielT
ID: 33589550
I also tried in Office 2010 after my original post above. Thought it may have been 'fixed' but also had the same problems. I was able to get it working using a convoluted method of embedded codes using a TC field. But this is FAR from what the average user would get into.

Did you run across how to get additional styles available to choose from in the TOC window where you set the TOC1, TOC2 etc levels?? It mainly shows Heading1, Heading2 etc and does not allow selection of ANY style as I would expect it should (and did before in 2003).

Perhaps some others have input???
Recap: Build a TOC from text contained WITHIN a paragraph (not a Paragraph Style) to highlight those segments of a document in a small TOC list.

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DanielT earned 0 total points
ID: 33854738
Solution...

The original document was formatted as a bulleted/numbered list. This caused significant grief in getting TOC to work. Redesigned document into table format using first column to give numbered items as desired and 2nd column to give the detail. Still needed to have a 'target' item on a line by itself but this resolved the problem with TOC not being generated and/or it totally messing up the document.

Would be nice if you could just flag any portion of a text string and have that placed in a TOC (without embedded codes)... Oh well...
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Expert Comment

by:Inteqam
ID: 33855712
so glad you managed
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