Adobe InDesign - Manual (Page 815)

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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.
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:
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