Limitations for merging multiple records, Merging to a pdf file, Update data fields – Adobe InDesign CS5 User Manual

Page 665: Overset text reports, Content placement options

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Last updated 11/16/2011

Limitations for merging multiple records

You can choose Multiple Records to create more than one record per page. For example, if you are printing mailing
labels, you'll want to print more than one label per page. The way the records will appear in the merged publication
depends mainly on the layout options. Here is a list of limitations you might encounter when using the Multiple
Records option:

You cannot merge multiple records if the data fields appear on a document page in a document with multiple pages,
or if data fields appear on multiple master pages.

The Data Merge allows for only one size of place holder.

Deleting a record in the merged publication will not reflow the remaining records into the empty placeholder.

Merging to a PDF file

When you merge to a PDF file, all the options are the same as when you create a merged InDesign document. The
resulting PDF takes advantage of PDF XObjects for the static parts of the page, resulting in a reduced-size, efficient PDF.

Update data fields

After merging a document with data placeholders on master pages, you can change the layout of the merged document
and still update the values of data fields in the data source. Use the Update Data Fields to update the data fields while
maintaining the layout of the document. This option is available only in a merged document in which data
placeholders appear on master pages.

1 Make any changes to the data source file, and then save and close the data source file.

2 In the merged document, choose Update Data Fields.

The changes that have been made by updating the data fields appear in a log file.

This option works best when you simply edit or add records in the data source file. If you add placeholder fields, add
new fields to the data source, or change the settings in the Create Merged Document dialog box, use the Create Merged

Document option to generate a new merged document.

Overset text reports

The Overset Text Report appears if the Generate Overset Text Report option is selected in the Create Merged
Document dialog box, and if one or more fields include overset text after the data is merged.

The report displays each overset instance in a numbered list showing the page number the text appears on, followed
by overset character/word count and a snippet of the overset text.

If the report appears when you create a merged document, use the report to fix the overset condition. For example,
you may want to increase the text frame size, decrease the font size, or edit the text.

Content placement options

The following options appear in the Content Placement Options dialog box:

Fit Images Proportionally

Maintains the image’s aspect ratio but scales the image to fit within the frame (default).

Fit Images To Frames

Scales the image so that its aspect ratio is identical to the frame’s aspect ratio.

Fit Frames To Images

Preserves the image size but adjusts the frame size to match it.

Preserve Frame And Image Sizes

Places the image at its intrinsic size into the frame, aligned to the upper-left corner

of the frame. The image is cropped if too big for the frame.

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