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Adobe InDesign CC - 2015 Manual

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Automation
Last updated 11/30/2015
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 > Utilities > Data Merge.
3 Choose Content Placement Options from the Data Merge panel menu.
4 Change the content placement options. (See Content placement options.)
5 Click OK.
Merge records
After you format the target document and insert fields from the data source file, you’re ready to officially merge the
information from the data source with the target document. You can merge the records to another InDesign document
or directly to PDF. When you merge, InDesign creates a new document or PDF based on the target document, and
replaces the fields in the target document with the appropriate information from the data source file.
When you merge a document that includes data field placeholders on master pages, those master page items will be
copied into the master pages in the newly generated document.
Merge single or multiple records
1 With the target document open, do one of the following:
• Choose Create Merged Document from the Data Merge panel menu, or click the Create Merged Document
button
.
• Choose Export To PDF from the Data Merge panel menu.
2 On the Records tab, for Records To Merge, select All Records to merge all the records in the data source file, select
Single Record to merge a specific record, or specify a Range of records to merge.
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