Switching preview on or off, Edit data field placeholders, Set content placement options – Adobe InDesign CS4 User Manual

Page 651

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643

USING INDESIGN CS4

Automation

If you find problems with any of the records, such as typographical errors or extra spaces, it is recommended that you
edit the source file in its original application. (See

About data source files

” on page 639.)

1 Click Preview at the bottom of the Data Merge panel, or choose Preview from the Data Merge panel menu.

2 Click the navigation buttons to cycle through data from different records.

To go to a specified record, click the navigation buttons at the bottom of the panel. You can also type the number of
the record you want to preview in the navigation text box at the bottom of the panel, and then press Enter or Return.

Switching preview on or off

Some issues may arise or correct themselves when you switch between previewing modes. Keep the following in mind:

Placeholders replace the preview content when the Preview Record option is not selected. If you delete an image as
well as the frame containing the image, or delete a whole text string, when you deselect the Preview Record option,
the placeholders will not appear as they have also been removed.

Changes in the Content Placement Options dialog box are not reflected until you click OK. Also, if the Preview
Record option is selected, the data will not reflect the updated placement settings until you deselect and select the
option again.

If you try to save the document in preview mode, you will receive a message prompting you to turn off preview
mode before saving your document.

Edit data field placeholders

When you add a text data field to a document, the placeholder text for the field is entered using the formatting
attributes (such as font and size) active at the insertion point. You can then edit the placeholder text’s attributes to
control the look of the actual data.

Do one of the following:

To change placeholder attributes, select the placeholder text, and then change the formatting attributes as you
would with other text.

To change a placeholder, select the placeholder or the actual data, and select a different field name in the Data
Merge panel.

To delete a placeholder, select the placeholder and press Backspace or Delete.

Note: In Story Editor view, text placeholders are displayed in the same way as hyperlinks. Some Data Merge panel options
are not available in Story Editor view.

Set content placement options

Use the Content Placement Options dialog box to specify the default settings for the current document or for all future
data merge projects. You can specify how the image is placed, whether images are linked or embedded, whether blank
lines are removed for empty fields, and the maximum number of records for each merged document.

1 Do one of the following:

To affect only the current document, open the target document.

To affect all future documents you create, close all documents.

2 Choose Window

> Automation

> Data Merge.

3 Choose Content Placement Options from the Data Merge panel menu.

Updated 18 June 2009

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