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 image placeholder
Requirements
- The placeholder text must be located in a single text frame (not linked with any other)
- The frame can have any proportions
- You can choose any text you like (a-z, 0-9, _-)
- The placeholder text including tags must be the only content of the text frame (be careful with spaces)
- If you want to use Autolink you can add @ to identify the placeholder as image, e.g. <<@image>> (for using Autolink you also have to make sure that the label of the placeholder and the title of your datasource colum must match (in the example above, the datasource column title must be “image”)
Note: The position/alignment of the text inside the frame is not taken into account. You can control the alignment and fitting in the configuration.
2 MyDataMerge configuration
Editing image placeholders
Setup image placeholders
An image placeholder will inject images based on file paths 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)
Open the placeholder by double clicking it (or click the pen icon), then the editor will open. First of all, make sure that “Replace with image” is selected [1]. Then add one or more elements to get file paths to your images. In the below example [2] a datasource element is added, where column “Image” is selected (as this column contains paths to the image files). If the element is valid (green check) and a valid image path is given, you will see a preview on the right [3]. If the preview doesn’t appear, you might need to grant access to the image folder for MyDataMerge – click the “Grant access” button in this case. By deactivating the switch “Show image”, MyDataMerge will output the file path in the preview instead.
After access is granted, you will see the image appear in the preview on the right:
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.