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Limitations for merging multiple records, Merging to a pdf file, Update data fields – Adobe InDesign CC 2015 User Manual

Page 636: Overset text reports

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Automation

Last updated 6/6/2015

6

If you selected Multiple Records on the Records tab, click the Multiple Record Layout tab, and specify the following:

• For Margins, type values to specify the distance between margin guides and each edge of the page.

• For Layout Of Records, select either Rows First or Columns First, and then specify the spacing between the

columns and rows.

7

If you selected Multiple Records, select Preview Multiple Record Layout to review changes made in the Create Merge
Records dialog box. You can click the Page buttons to navigate the records.

8

Click the Options tab and specify the placement options. (See

Content placement options

.)

9

When you’re finished, click OK.

10

If you’re exporting directly to PDF, specify PDF options, and click Export. Then specify the filename and location,
and click Save. (See

Adobe PDF options

.)

If the data source file points to any unsupported file formats or images that are not available, you may need to correct
the data source file to point to a supported file, correct the path to any missing file, or simply move the file to the correct
folder so that InDesign can find it and place it.

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 want to print more than one label per page. The way records 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.

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