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InDesign CS5 Help - Adobe

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USING INDESIGN<br />

Automation<br />

If you find problems with any of the records, such as typographical errors or extra spaces, it is recommended that you<br />

edit the source file in its original application. (See “About data source files” on page 653.)<br />

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

2 Click the navigation buttons to cycle through data from different records.<br />

To go to a specified record, click the navigation buttons at the bottom of the panel. You can also type the number of<br />

the record you want to preview in the navigation text box at the bottom of the panel, and then press Enter or Return.<br />

Switching preview on or off<br />

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

Placeholders replace the preview content when the Preview Record option is not selected. If you delete an image as<br />

well as the frame containing the image, or delete a whole text string, when you deselect the Preview Record option,<br />

the placeholders will not appear as they have also been removed.<br />

Changes in the Content Placement Options dialog box are not reflected until you click OK. Also, if the Preview<br />

Record option is selected, the data will not reflect the updated placement settings until you deselect and select the<br />

option again.<br />

If you try to save the document in preview mode, you will receive a message prompting you to turn off preview<br />

mode before saving your document.<br />

Edit data field placeholders<br />

When you add a text data field to a document, the placeholder text for the field is entered using the formatting<br />

attributes (such as font and size) active at the insertion point. You can then edit the placeholder text’s attributes to<br />

control the look of the actual data.<br />

❖ Do one of the following:<br />

To change placeholder attributes, select the placeholder text, and then change the formatting attributes as you<br />

would with other text.<br />

To change a placeholder, select the placeholder or the actual data, and select a different field name in the Data<br />

Merge panel.<br />

To delete a placeholder, select the placeholder and press Backspace or Delete.<br />

Note: In Story Editor view, text placeholders are displayed in the same way as hyperlinks. Some Data Merge panel options<br />

are not available in Story Editor view.<br />

Set content placement options<br />

Use the Content Placement Options dialog box to specify the default settings for the current document or for all future<br />

data merge projects. You can specify how the image is placed, whether images are linked or embedded, whether blank<br />

lines are removed for empty fields, and the maximum number of records for each merged document.<br />

1 Do one of the following:<br />

To affect only the current document, open the target document.<br />

To affect all future documents you create, close all documents.<br />

2 Choose Window > Utilities > Data Merge.<br />

3 Choose Content Placement Options from the Data Merge panel menu.<br />

Last updated 11/16/2011<br />

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