1 Layout preparation & import
Prepare layout for Multiple records (generate layout)
Note: This feature uses InDesigns standard behaviour when handling multiple records per page. It still has limitations and some recorded bugs (on Adobe’s side). We recommend using multiple merge with existing layout.
When to use this mode
- You have a layout document with one page.
- You have elements on your page to be repeated automatically.
When not to use this mode
- If you need custom styling in the merge
- If you need hyperlinks
- If you like to use multiple setups
- If you like to use Automator actions
- If you like to use GREP text actions
- Basically … if you like to use any advanced feature of MyDataMerge
Prepare the layout
- Make sure you only have one page in your document, spreads turned off.
- Prepare your layout with every placeholder you need and move it to where you need it – leave enough room for the duplicates to be generated.
Note: Every element on the page will be duplicated – make sure to remove anything else from the page (put it on the master page for example).
Add placeholders to your layout
Add text placeholder
Requirements
- The placeholder text can be located in any text frame, along any other text
- You can choose any text you like (a-z, 0-9, _-)
Make sure that even the longest text from your datasource will have enough room in the text frame provided, or overset text will be produced.
2 MyDataMerge configuration
Editing text placeholders
Setup text placeholders
A text placeholder will inject text from various sources into your layout in the merge process.
These sources can be one or a combination of:
- Datasource content (Changes for each record)
- Static text (Always the same)
- Sequence (Different types of counting numbers)
- Automator workflow (for editing outside of MyDataMerge – learn more here)
- Custom (java-)script (learn more here)
To add an element, open the placeholder by double clicking it (or click the pen icon), then add an element by clicking the plus icon:
Add the element and the appropriate editor will open (e.g. datasource element):
Once you selected or entered the required data, the element becomes valid (green check)
Once every placeholder is valid, you are able to export.
Notes:
- You can combine different elements here by adding them (plus icon above the eye icon) and drag & drop them up or down. The result will always be shown in the preview on the right.
- Additionally every element has some settings (gear icon) which will provide a wide range of tools to transform your data (e.g. strip whitespaces, add space before or after and so on)
3 Export
Filetypes
Export to Adobe InDesign® files
If you want to export to Adobe InDesign files go to export > filetype and select the preferred filetype from the dropdown.
Use a static filename with counting number
You can set a static filename in Export > Filetype > “Static filename” field.
With static filenames, every file will get the same name and a counting number will be attached. For example if you define static filename to be “mydatamerge” then files will be named like this:
- mydatamerge_1
- mydatamerge_2
- mydatamerge_3
- and so on
Please note that static filenames only allow a-z, 0-9, – and _ characters. Other characters will be removed or replaced.
Multiple records
Multiple records (generate layout)
Go to Export > Multiple records and active “MR per page (generate layout)”. If you cannot select, please check again if your layout matches the requirements.
On the gear icon on the right, you can define the grid (direction and distances of where the duplicates should go to)
Note: Pay attention on correct unit formatting – if no unit entered, the documents unit settings apply. If value is formatted wrong, 0 is applied. You can also apply the values manually in Adobe® Indesign® by selecting ‘Do layout settings manually’ on export.