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Problem with ToC,

Explorer ,
Jul 18, 2024 Jul 18, 2024

I am building a template for a client

The template was designed originally in FrameMaker by my supervisor. It was visually approved by the client so design decisions are final. I need to build an InDesign template required by the client for quick adjustments and translations

I have found a way to create a Table of Contents using multiple Paragraph Styles and I am able to update master page headers using a running header through Character Styles and a text variable. Unfortunately, due to the document design being concrete, I'm running into problems with how the template is to be built and I could use some guidance

My original thought was to have a chapter introduction using a 'Heading' Paragraph style, and dividing each chapter into sections using a 'Sub Heading' Paragraph Style as this would allow the Table of Contents to automate properly and handle linking to each section. Because the designs are concrete, I am unable to add a chapter introduction. So now I have to figure out a way to incorporate a chapter title onto pages both with and without a header while keeping all of the sections in their proper chapters in place in the ToC.

The way I have built the ToC chooses a 'Heading' Paragraph style as the first level, and a 'Sub Heading' Paragraph Style as the second level when populating a ToC. Any instances of these styles in the indd will be found and tallied for what will become a ToC

Deltaweb_0-1721336995471.png 

Deltaweb_1-1721337051897.png

 

The way I am utilizing a running header is by establishing a blank character style, defining the running header text variable to include the running header style, and placing the running header variable on corners of the master book pages.

Deltaweb_2-1721337340240.png

Deltaweb_3-1721337784385.png

 

What I cannot seem to figure out is how I can effectively name a chapter and define the Running Header variable while being presented with inconsistent design. Not all chapters have a header in the corner, so I don't have a clear way to define the start of a chapter for the ToC. Here's an example of a page which starts a chapter with a subheading, but doesn't have a header:

Deltaweb_4-1721337993560.png
I have attempted putting the chapter title on its own layer and hiding the layer, but the header text disappears as well. I've also attempted lowering the opacity of a chapter title textbox though this may be too convoluted for someone to navigate when working with the document in the future. Despite this, the latter seems like the best approach. For one of the modern software standards in professional publication design, is there a way I can do this that is more intuitive?

Please excuse the scatterbrained type. Hopefully this makes some sense. Ask questions if you have them, I'm happy to clarify. I'm not allowed to upload the document due to confidentiality reasons, but I could build a template (of the template lol) if someone wished for a copy.

Thank you in advance

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correct answers 2 Correct answers

LEGEND , Jul 18, 2024 Jul 18, 2024

If you don't want Header to be displayed - but still used in the TOC - the trick is pretty simple - you need to create a TextFrame - use the one you have on a hidden layer - but move it to the side of the page, so it will be touching / overlapping the edge of the page - but text contents will be on the paste board.

 

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Community Expert , Jul 18, 2024 Jul 18, 2024

Or Just set the "phantom" frame to non-printing in the attributes and leave it where it's visible.

I often make them big and red so I can really see them in the layout.

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LEGEND ,
Jul 18, 2024 Jul 18, 2024

If you don't want Header to be displayed - but still used in the TOC - the trick is pretty simple - you need to create a TextFrame - use the one you have on a hidden layer - but move it to the side of the page, so it will be touching / overlapping the edge of the page - but text contents will be on the paste board.

 

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Community Expert ,
Jul 18, 2024 Jul 18, 2024

Or Just set the "phantom" frame to non-printing in the attributes and leave it where it's visible.

I often make them big and red so I can really see them in the layout.

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Community Expert ,
Aug 28, 2024 Aug 28, 2024
LATEST

I've used the non-printing frame at the top of the page for a job that had shortened versions of the chapter title in the TOC. Works great. I believe the TOC text is read from left-to-right, top-to-bottom, so whatever method you use, it's best to keep it in the upper-left corner. 

 

David Creamer: Community Expert (ACI and ACE 1995-2023)
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Explorer ,
Aug 28, 2024 Aug 28, 2024

Hey Robert and Peter!

Thank you for the advice. I never did come back to give the correct answer selection to this post. I tried both routes and they both worked for what I needed. I think it makes more sense to go the route of a 'non-printing' textbox as it still updates the running header and the intent is clearly visible to the user, however I can say that a textbox barely bleeding onto the page also worked just fine

Thank you again for your help! 🙂

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