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InDesign Secrets
Illustration by John Hersey

094 How to Place & Link a text frame's text but not its formatting


From:

InDesign Secrets

with Anne-Marie Concepción and David Blatner

Video: 094 How to Place & Link a text frame's text but not its formatting

One of my favorite features in InDesign CS6 is the place and link option. And then I modify the parent, like I'll scale it again.
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  1. 2m 30s
    1. 151 Rotate text inside a frame, or the frame around the text
      2m 30s
  2. 13h 49m
    1. 001 Intro to InDesign Secrets
      51s
    2. 002 The hidden "auto-expand text" feature
      5m 51s
    3. 003 Letting InDesign do the math for you
      3m 15s
    4. 004 The indispensible Quick Apply feature
      5m 29s
    5. 005 Customizing the Links panel
      6m 53s
    6. 006 Magically building graphs with the Chartwell font
      7m 43s
    7. 007 Using the Eyedropper tool to pick up character or paragraph attributes
      3m 21s
    8. 008 Selecting through and into objects using cmd-click and Select Above/Below
      5m 46s
    9. 009 Some great tips and tricks for the Swatches panel
      9m 40s
    10. 010 Saving down for backward compatibility with INX and IDML
      5m 55s
    11. 011 Using the INX and IDML formats to fix problems
      4m 46s
    12. 012 InDesign's Easter eggs
      5m 0s
    13. 013 Three cool GREP styles everyone can use
      7m 35s
    14. 014 A field guide to special characters
      8m 2s
    15. 015 Trashing the application preferences to solve weird behaviors
      4m 42s
    16. 016 Aligning numbered lists by decimal points
      3m 10s
    17. 017 Running a script
      9m 33s
    18. 018 When text disappears from a text frame
      6m 18s
    19. 019 Preview and Presentation modes (changing color, etc.)
      4m 8s
    20. 020 Using multiple windows for comparisons
      3m 35s
    21. 021 Putting images on a stroke
      5m 23s
    22. 022 Making your own motion path
      5m 43s
    23. 023 Copying objects between Illustrator and InDesign
      6m 53s
    24. 024 Using layer comps in Photoshop files to show alternates in InDesign
      4m 19s
    25. 025 Adding custom HTML tags to EPUB/HTML exports
      5m 32s
    26. 026 Tracking down type issues with the composition highlighter
      8m 13s
    27. 027 Managing your InDesign panels
      5m 46s
    28. 028 Creating running heads using variables
      5m 1s
    29. 029 Live Caption tips and tricks
      8m 3s
    30. 030 Making professional drop caps
      10m 37s
    31. 031 Making two-state buttons in interactive documents
      5m 5s
    32. 032 Moving pages from one document to another
      3m 15s
    33. 033 Wrapping bulleted text around a curve
      5m 58s
    34. 034 Importing a custom dictionary
      7m 8s
    35. 035 Changing document orientation and page size
      6m 45s
    36. 036 Numbering instead of using auto page numbers
      6m 23s
    37. 037 Setting story order with the Articles panel
      8m 3s
    38. 038 Updating a linked table without losing formatting
      5m 38s
    39. 039 Creating electronic sticky notes
      4m 49s
    40. 040 Moving master page items to the top layer for visibility
      2m 48s
    41. 041 Five guide tricks that will impress your coworkers
      6m 18s
    42. 042 Letting InDesign add the diacritics
      4m 21s
    43. 043 Using single-cell table cells for custom paragraph formatting
      6m 2s
    44. 044 Formatting fractions correctly
      8m 11s
    45. 045 Fixing unwanted hyperlinks in an imported Word file
      5m 57s
    46. 046 Inline graphic tricks with invisible paragraphs
      4m 21s
    47. 047 Ensuring the first line of every chapter starts in the same spot
      3m 1s
    48. 048 Specifying an exact amount of space between objects
      5m 17s
    49. 049 Fixing last lines that are too short
      8m 16s
    50. 050 Creating web graphics from your InDesign artwork
      7m 20s
    51. 051 Using “No Language” to suppress unwanted hyphenation, spell-checking, and smart quotes
      2m 48s
    52. 052 Five things that should be in every new file
      5m 19s
    53. 053 Forcing EPUB page breaks with invisible objects
      6m 21s
    54. 054 Understanding component information
      6m 39s
    55. 055 Creating running heads using section markers
      4m 16s
    56. 056 Making a font with InDesign using the IndyFont script
      5m 20s
    57. 057 Finding where that color is used
      7m 17s
    58. 058 Text wrapping
      6m 54s
    59. 059 Inserting pages: Understanding the Pages panel
      4m 20s
    60. 060 Copying paths between Illustrator and InDesign
      5m 14s
    61. 061 Automating Find/Change with the Find/ChangeByList script
      12m 48s
    62. 062 Embedding images
      7m 43s
    63. 063 Adjusting leading inside a paragraph
      4m 31s
    64. 064 Placing one InDesign file inside another
      3m 58s
    65. 065 Creating bookmarks for PDFs
      7m 25s
    66. 066 Customizing the story editor preferences
      6m 4s
    67. 067 Setting the size of text exactly with this free script
      3m 28s
    68. 068 Using Gravity to simulate perspective
      3m 15s
    69. 069 Fixing the overflowing text frame problem in EPUBs
      5m 0s
    70. 070 Ten uses of the Story Editor
      11m 39s
    71. 071 Moving an object: Ten ways!
      7m 18s
    72. 072 Understanding optical margin alignment (and the quote trick)
      4m 23s
    73. 073 Changing the shape of any frame with the pen tool
      6m 12s
    74. 074 Working with sets in the content conveyor tool
      10m 40s
    75. 075 Running text along the top and the bottom of a circle
      3m 51s
    76. 076 Creating a list using the Table of Contents feature
      3m 25s
    77. 077 Quickly threading frames together and unthreading frames
      13m 22s
    78. 078 The secrets of formatting objects with Find/Change
      6m 34s
    79. 079 Using ruler guides: 10 great tricks
      5m 3s
    80. 080 Converting a clipping path to a frame
      4m 24s
    81. 081 Adding a drop shadow to a single word inside a frame
      3m 14s
    82. 082 Creating a custom cross-reference format
      13m 53s
    83. 083 Putting different-sized pages on a single spread
      3m 7s
    84. 084 Formatting prices with nested and grep styles
      6m 21s
    85. 085 Checking out the Gridify tricks
      5m 17s
    86. 086 Using Illustrator to create InDesign gradient swatches
      4m 49s
    87. 087 Building a simple grep style to change character size
      3m 45s
    88. 088 Exporting a grayscale PDF
      3m 16s
    89. 089 Three ways to cheat text outside of its frame
      6m 8s
    90. 090 Three great Object Styles for any designer
      8m 1s
    91. 091 Choosing alpha channel image transparency
      2m 25s
    92. 092 Adding and reading metadata for InDesign files
      3m 25s
    93. 093 Adding ALT tags to your images
      6m 59s
    94. 094 How to Place & Link a text frame's text but not its formatting
      7m 4s
    95. 095 Setting the baseline position of a caption
      2m 39s
    96. 096 Managing changing pages with primary text frames
      5m 23s
    97. 097 Secrets of the Info panel
      7m 31s
    98. 098 Surprising ways to do a word count
      5m 29s
    99. 099 Placing an object where you want it with an object style
      6m 18s
    100. 100 Aligning Objects tips and tricks
      5m 10s
    101. 101 Applying corner options to any shape
      2m 17s
    102. 102 Converting footnotes to endnotes with a free script
      4m 49s
    103. 103 Making tab leaders pretty
      4m 18s
    104. 104 Converting text to outlines the right way
      4m 30s
    105. 105 Turning InDesign into a speed demon
      8m 31s
    106. 106 Working with MiniBridge
      5m 45s
    107. 107 Customize your QR codes
      6m 17s
    108. 108 Using the same keyboard shortcut for two different commands with the Context feature
      5m 22s
    109. 109 Making a text highlighter
      3m 33s
    110. 110 Updating an interactive PDF without losing work done in Acrobat
      5m 31s
    111. 111 Adding custom text at the beginning of each line automatically
      4m 0s
    112. 112 Packaging images on the pasteboard
      3m 32s
    113. 113 Automatically updating figure references for books
      6m 9s
    114. 114 Adding Tool Tips to your form fields in InDesign
      3m 21s
    115. 115 Setting poetry, flush left, center on longest line
      3m 54s
    116. 116 Use bookmarks to navigate long documents in production
      4m 57s
    117. 117 Selecting text with the InDesign keyboard dance
      2m 0s
    118. 118 Including a total page count in your page numbers
      6m 19s
    119. 119 Making a custom arrowhead
      5m 37s
    120. 120 Making alternative body text styles for fast typesetting
      5m 4s
    121. 121 Making InDesign patterns with the free PatternMaker
      3m 45s
    122. 122 Creating pull quotes the easy way
      5m 1s
    123. 123 Allow text frame to resize with text
      2m 43s
    124. 124 Mapping Word styles to InDesign styles
      5m 48s
    125. 125 Make two automatically threaded text flows
      3m 37s
    126. 126 Saving for Web in InDesign
      6m 7s
    127. 127 Numbering rows in a table
      5m 10s
    128. 128 Making automatic jump lines
      6m 52s
    129. 129 Turning off allow pages to shuffle in order to separate facing pages
      3m 40s
    130. 130 Dealing with parentheses around text size
      4m 19s
    131. 131 Make a fill in the blank label for contracts and forms
      7m 53s
    132. 132 Changing the shape of polygons and starburst as you draw or afterward
      4m 17s
    133. 133 Contextual text and images that you only want sometimes visible
      4m 55s
    134. 134 Creating nav points in a movie
      4m 31s
    135. 135 Adding effects to your rule above and rule below
      3m 38s
    136. 136 Fitting text to a specific size
      4m 45s
    137. 137 Quick tips for making a small PDF file size
      6m 9s
    138. 138 Sharing presets, workspaces, and custom shortcuts sets
      5m 17s
    139. 139 Making a multi-level numbered list
      5m 17s
    140. 140 Faking bold and italic when the font family doesn’t have one
      5m 2s
    141. 141 Keeping the same scale size when updating or relinking to images
      3m 9s
    142. 142 Inserting glyphs
      6m 42s
    143. 143 Building richer, bolder color gradients
      3m 7s
    144. 144 Finding the right font with InDesign’s font menus
      4m 35s
    145. 145 Lay out a front, back and spine for a book jacket
      6m 12s
    146. 146 Ghosting area of image behind text
      2m 53s
    147. 147 Make a transparency mask in InDesign
      3m 45s
    148. 148 Using preflight to find common document errors
      6m 11s
    149. 149 Cropping with paste into
      5m 18s
    150. 150 Using vertical justification to spread out text in a frame automatically
      5m 16s

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InDesign Secrets
13h 51m Intermediate Aug 25, 2011 Updated Jul 17, 2014

Viewers: in countries Watching now:

In this series, David Blatner and Anne-Marie Concepción, co-hosts of the web's top resource for InDesign tips and tricks, InDesignSecrets.com, share some hidden and sometimes surprising workflow tips that will make working in InDesign more efficient and more fun. The course covers built-in timesaving features such as Quick Apply and auto-expanding text, but also little-known tricks, such as using the eyedropper to copy and paste character and paragraph text attributes and making accurate selections by selecting through or even into objects.

New techniques will be added to the collection every other week, so check back early and often. Find more tips and tricks at indesignsecrets.com.

Subject:
Design
Software:
InDesign
Authors:
Anne-Marie Concepción David Blatner

094 How to Place & Link a text frame's text but not its formatting

One of my favorite features in InDesign CS6 is the place and link option. That cool thing that if you select any object in your layout, you can go to Edit menu, choose Place and Link, and it's as though you were placing something that you imported from an external file. I'll just put this right out here on the paste board. And except that the original is actually inside here. And so if I scale this, hold down Cmd+Shift or Ctrl+Shift on a PC, then any children that I placed in that manner become out of date.

They're out of date here, they're out of date in the Links panel. And in either place I can update them and they will change to match. Let me undo that, a couple of steps. If I had made some local edits to one of those instances that I had placed, so for example, I will add a three-point stroke on this one. This one has no stroke. And then I modify the parent, like I'll scale it again. When this one's out of date, when I update it, I get a warning.

Edits have been made to this linked page item. If you want me to update anyway, say yes. And we see the local edits of the two point stroke gets lost when you update. There's a way around that to maintain some your local edits by using link options. And I know that we're going to be talking about text frames in a bit. But I want to make sure we understand how other kind of frames other than text frames work because text frames are a special case. So let's make this larger again, and we'll update this one. And this time I'm going to go ahead and add the same two point stroke.

But now before I try to modify this one again, I'm going to change the settings for this child object by selecting it and going to link options. Now you might think that you could get to link options by right clicking. Unfortunately, that's not true. Instead you have to remember that the option, let me move things over a little bit, is in the links panel. So with the child objects selected, if you want to maintain your local overrides here. But still keep the link intact.

You need to go to the Link panel, go to the Panel menu, as I'm doing here and choose Link Options. And then you choose one or more of these check box, Preserve these Local Edits while Updating Object Links. Now this time I want to preserve the appearance, which is the stroke and fill color, stroke weight and the existence of a stroke, in other words. Close that up. Now I'm going to command control shift to scale this guy. It's out of date. I click it. I don't get a warning, because we didn't lose my local edits.

It's scaled but it maintained that two point stroke. So that's pretty cool. Now let's say that we want to do a similar sort of edit to a child of this text block. So in this text block, this is an address block, you can see in the paragraph style panel, the formatting of all these paragraphs is address block. Let's say that I want to make a child of it on this envelope, which would be a logical use case. I'm doing an identity with a brochure and an envelope. In the same InDesign file.

Love the ability to mix page sizes in the same ID file. So I select this thing, go to Edit > Place and Link. Remember, this won't work if you copy paste. You have to choose place and link. And then, I'll bring it down here, click. And, of course, it's all white text. So now, if I change all this text. I select all. And then I go to Paragraph Styles, and I choose Address Black Envelope. Here we go. Now, I come back up here, and I want to modify let's move, International Academy.

I come down here and of course it's out of date. So when I update it I get the warning because I actually made a local override without changing the link options. So I'm like okay I watched Henry's video I know how to fix this. I'll select this guy go to the Links panel, go to Links Panel menu, down to link options. Or is the part about paragraph styles? It's not appearance, which has to do with the frame, not really the contents of the frame. I actually went and found the help file definition of what all of those mean, and I've opened it up in Acrobat.

You can download the InDesign reference.pdf from the Adobe website. Just search for InDesign help. And here they're explained in a bit more detail. What is included in the category appearance, size and shape, frame content. I think that you can see that paragraph and character styles are not part of this anywhere. Instead you have to do something slightly different. Back in InDesign, we have this selected. Go to the Links Panel Menu. Choose Link Options. And what you want is this guy down here, to Define Custom Style Mapping.

Turn this on. Go to settings. Think of it as kind of like the nested style section of paragraph style options. You have to choose new style mapping. And we're talking about paragraph styles not character styles or any of these. Make sure you're in the right document. What is the parent's paragraph style? In this case it's address block. What is the child paragraph style? We want it to change to address block envelope. If you're ever imported a Word document and mapped word styles to inDesign styles, this is what's happening.

Except it doesn't show you a full list on the left and a full list on the right. You have to choose it yourself one by one. And this is actually great because in this instance, all the text is formatted with address block, and over here, we want to switch to address block envelope, which essentially makes the text black. You could start with a text frame that had multiple paragraph styles and character styles and map each and every one of those over here if you'd like to. Click OK. Why didn't it map? It's still white. You have to actually force it to update.

So if I got rid of the word international, for example. Now it's out of date, and I click on that yellow triangle to update. Now it maps. You wouldn't have to do that if you did your style mapping before you placed it. You select the object, go to Edit > Place and Link. And right here, you see you turn on Map Styles. And then here is where you edit the custom style mapping. If I said the new style map, and we'll do the same thing that we just did. Selecting the before and after.

Okay, and now when we place this guy. It automatically comes in mapped. No matter which method you use, as long as custom style mapping has been turned on, you can now edit the parents, and when you update the children. They will maintain their map styles. It's a little trickier than dealing with other objects. You have to use custom style mapping to maintain different text formatting in child text frames.

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