What should be checked if a PDF file attached to a case has the wrong layout?

When dealing with a PDF file that has the wrong layout, the section set in the PDF creation step is the primary focus. This is because the PDF generation process in Pega is tied closely to the specific layout defined in the section rule chosen for that step.

The layout, including how elements are positioned, which fields are included, and how they are formatted, is determined by the section associated with the PDF creation. If the PDF does not appear as expected, checking the configuration of that section is essential.

This includes ensuring that the correct fields are placed in the right order and are configured properly to display in the PDF format. It can also involve verifying any CSS or other styling rules that may affect the overall appearance of the document. Adjustments made here will directly influence the outcome of the PDF layout.

Other potential aspects like the main case configuration, attached document specifications, and PDF viewer settings may have some impact, but they are less likely to be the root cause of layout issues as they do not define how the PDF is structured during its creation. The section set in the PDF creation step is where the layout is explicitly determined.