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Mapping styles

From: InDesign CS6 New Features

Video: Mapping styles

Not only does InDesign CS6 let you link objects from one document to another, but it also, in the case of linked text objects, lets you map the styles. Now, you're already familiar with style mapping, or you probably have seen it at least. For example, here I have a document open from my exercise files, and let's say that I wanted to import some text from a Word file. So if I went to File > Place and then I selected a Word file, like this one, Catalog copy, I'm going to turn on Show Import Options, and down here at the bottom, if you turn on Preserve Styles and Formatting, you can customize the style import via style mapping.

Mapping styles

Not only does InDesign CS6 let you link objects from one document to another, but it also, in the case of linked text objects, lets you map the styles. Now, you're already familiar with style mapping, or you probably have seen it at least. For example, here I have a document open from my exercise files, and let's say that I wanted to import some text from a Word file. So if I went to File > Place and then I selected a Word file, like this one, Catalog copy, I'm going to turn on Show Import Options, and down here at the bottom, if you turn on Preserve Styles and Formatting, you can customize the style import via style mapping.

And all that means is that, hey, if I used body in the Microsoft Word document, when you place it, please swap that paragraph style for, I don't know, intro or body sans. You can leave Dept Animation as is; just add it to make a new paragraph style. You can leave Course name as a New Paragraph Style and so on. But specific paragraph styles, you can map to another specific paragraph style, just save you some work. After you place it, you don't have to do it yourself; InDesign will take care of it for you as you place it.

It'll go ahead and apply the different paragraph style to the incoming text. Well, with CS6, you can now do that with linked text frames, from one InDesign document to another. If you think about it, InDesign has always had that ability. If I grab the text frame from here, like let's say this one, which uses--let's check it out--the paragraph style called pull quote, if I have another paragraph style here called pull quote that perhaps was green and comic sans, when I brought it in, it would automatically use the pull quote definition of the receiving document.

But what we're able to do now is switch that up. So, for example, I could select this object and then go to the Edit menu and choose Place and Link, and as usual, the Content Conveyor automatically opens. And here you see I have it selected and I've turned on Map Styles. Now that's not on by default, but I was playing with this before I started recording. The key to using the mapping styles in InDesign CS6 is to remember to click this button, which is Edit Custom Style Mapping.

But you don't want to actually get into that dialog box until you get to the target document. So don't do it while you're still here, pulling stuff in. But when you're over here and you're about to place it, then turn on Map Styles and click Edit Custom Style Mapping. Now if you forget or you mess up, you can always do it after the fact, even after you put it in here, okay. And I'll show you how to do that in a minute. But it's nice to do it while you're working. So I'm going to click this button. And the reason I say wait until you get to the target document is because this is a somewhat confusing dialog box and you'll be missing some features if you try doing this while you're still in the source document.

So here, under Custom Style Mapping, it wants to know what is the style that you are pulling from, and what do you want it mapped to, on the right side? The first thing you have to remember is to turn on New Style Mapping. This is sort of like creating a nested style. So, New Style Mapping. So what we're pulling from, that style was pull quote, remember? So in the Source Document called roux_catalog--there we go; so the Source Document dropdown will list all of the open documents here-- we want to map the Paragraph style. And notice all these different styles that you can map, kind of interesting. Unfortunately, not object style, not yet.

We want to find pull quote, so here we have to find pull quote. And then when we get over here to poster in production--switch to poster-inprod, click over here--we want to map pull quote to testimonial, in this case, because we wanted--I have a testimonial style that's much larger than the pull quote to be seen on this poster. 1 mapping defined, 1 Paragraph style, click OK, and now I will go ahead and place this. I'm going to hide this guy because this is bugging me, and then we'll go ahead and place this right in here. Ahh! That's pretty nice.

Let me resize that a bit. So here is the testimonial, using the testimonial style right here. And then this was mapped to the pull quote style. So let's zoom in and we'll go ahead and test it. So, "In my past two years at Roux Academy," let's just delete the word "Academy," at Roux. It can sound more casual that way. And then we come over here to our poster. Remember, these text frames are linked so that any edits that we make to the parent text frame automatically gets communicated to the children of that text frame, like here. So we can update it either in Links panel or right here, right on the object, which I love. Just click once to update it. And so the word Academy is removed, so the text contents is exactly synchronized, but we're using a different paragraph style, because we mapped the paragraph styles.

Now let me show you how you might do it after the fact. Let's put this down here like this, because she is saying this little blurb. I'm going to go back to our catalog. Let's say that we want to bring over some pictures and captions. So I'm going to select a few of these, and I can just go right to Edit > Place and Link, or I can use our friend, the Content Collector tool; either way would work.

If I use the Content Collector tool, which I covered in the previous video, and I want to grab my selection, I would just click this little guy right here, say Selection. So it's grabbed them all as one group, which is fine with me. And now we're going to go over to our poster. And before I start placing these-- let me change to the Content Placer tool-- I want to make sure that I turn on Create Link. Now, if you grab stuff and you use the Place and Link command from the Edit menu, that's going to be turned on by default.

I'm pointing out, because this has happened to be over and over again, that I use the Content Collector and I forget to turn on Create Link, so that is an option. If Map Styles is turned on, turn it off, because we are using the example here where we forgot to turn on Map Styles or we decided later we want to turn on Map Styles. So right now, we're just creating links. So I'm going to use my down arrow key to go further down into the set that I grabbed in the previous step. And I'll make a caption and then place the image next to it, and then I'll make another caption and place the image next to that one.

That's good. And I'll just press the Escape key, which actually will close the conveyor if there's nothing in there. Now I'm just going to switch to the Selection tool. So these are linked, as you can see in the Links panel. If I have a text frame linked, both the content and the frame itself, that's perfectly fine. I probably only needed the content, but let's just do this for fun. And there is a graphic. Now obviously, these captions are way too small for this big poster. And I have a different style that I'd rather use than caption, and the style is here in the Paragraph Styles panel. It brought over a caption, but I want to use a style that I know that I have here-- here it is--called Image description.

So just to see it real quick, let's look inside this frame, zoom in a bit, and then say Image description. So it's larger and white and it will move the frame around. So let me undo because what we want is for InDesign to take care of the work for us. So I'm going to select both of these and then in the Links panel menu, I'm going to go down to Link Options. And here you see that we can turn on Define Custom Style Mapping.

So we're going to do that for the selection. Now both of these are the same paragraph style, so we're not going to be getting confused. Of course, if you have different paragraph styles, you'd have to do this one by one for each one. I turn that on, go to Settings. We have to do the same thing as we did before. So we have to create a new style map, and the source document is the catalog, and it's a paragraph style, and the style was caption. So we find caption. Now in our target document, which is poster-inprod, it's not even listed here from the dropdown menu, which I think is a bug. But there's probably some underlying logic because we're doing it after the fact.

The good news is that here in the Mapped Style or Group, the one on the right-hand side, it does list all of the styles in our target document, so that's good. We want to map caption to Image description. And that's it, so we click OK and then OK again. Now, they don't automatically update. Unfortunately, there is no way to force it to update; we actually have to go back here and cause a change to these two frames. So I'm going to come here, and I'll just make a space and then delete the space, and I'll make a space here and delete the space, go back over here, and now they are out of date, at least this one is.

Maybe I didn't get the right one over here. Let's click this guy. There we go. And this one, I did not get. Or there it is, over there. Let's update that guy. We just can't see the little adornment. So you can do style mapping while you're doing the placing and linking or even after the fact, as long as it's linked. You can't do a link after the fact. We couldn't have gotten these from the Content Conveyor and then realize, oh, I forgot to turn on make a link. You actually have to make sure that they're linked first and then you can map styles.

It seems like a lot of work, but imagine if you are doing this over and over again for lots of different documents. With just a morning's worth of planning, after figuring out which styles need to map to which styles, you could really streamline your production of hundreds of documents.

Show transcript

This video is part of

Image for InDesign CS6 New Features
InDesign CS6 New Features

34 video lessons · 17973 viewers

Anne-Marie Concepción
Author

 
Expand all | Collapse all
  1. 1m 59s
    1. Welcome
      57s
    2. Using the exercise files
      1m 2s
  2. 14m 23s
    1. Exploring interface tweaks
      6m 56s
    2. Examining the new tools and dialog boxes
      7m 27s
  3. 32m 41s
    1. Working with the Conveyer tool
      10m 7s
    2. Linking objects
      12m 11s
    3. Mapping styles
      10m 23s
  4. 50m 5s
    1. Understanding flexible layouts
      8m 16s
    2. Working with Alternate Layout
      12m 52s
    3. Understanding Liquid Layout rules
      7m 30s
    4. Using the basic Liquid Page Rule options: Scale, Re-center, and Based on Master
      6m 52s
    5. Applying guide-based Liquid Layout rules
      8m 10s
    6. Applying object-based Liquid Layout rules
      6m 25s
  5. 14m 51s
    1. Working with flexible columns
      3m 27s
    2. Auto-sizing text frames
      5m 28s
    3. Exploring the primary text frame
      5m 56s
  6. 8m 15s
    1. Accessing recently used fonts
      2m 9s
    2. Applying Keep settings to spans and tables
      2m 45s
    3. Fitting frames to different types of text content
      3m 21s
  7. 28m 27s
    1. Using advanced EPUB 2 export controls
      9m 12s
    2. Exporting an EPUB 3
      9m 16s
    3. Inserting HTML and Edge content
      9m 59s
  8. 28m 4s
    1. Reviewing the new Form tools
      7m 21s
    2. Creating and previewing a basic form
      14m 40s
    3. Testing the form in Acrobat
      6m 3s
  9. 21m 24s
    1. Aligning selections to a key object
      2m 17s
    2. Using Save As to create a file for earlier versions of InDesign
      1m 40s
    3. Retaining table headers and footers
      2m 58s
    4. Importing RTFD and exporting to PNG
      4m 38s
    5. Using smart math in fields
      2m 13s
    6. Exporting interactive PDFs as pages
      1m 9s
    7. Previewing and exporting grayscale PDFs
      2m 22s
    8. Using the new world language support
      4m 7s
  10. 1m 6s
    1. Next steps
      1m 6s

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