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InDesign CS5 Essential Training

Applying styles automatically with Nested Styles


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InDesign CS5 Essential Training

with David Blatner

Video: Applying styles automatically with Nested Styles

You've seen how a paragraph style can change the formatting for an entire paragraph. But wouldn't it be cool if you could automatically format different parts of a paragraph differently? For example, let's select this text frame, zoom into 400% by pressing Command+ 4 or Ctrl+4 on Windows and look at these run-in heads. I really like to make this word and this colon bold and these three words plus the colon bold. Can I do that automatically? Absolutely, it's called creating a nested style. Here's how it works. I am going to edit the paragraph style for that paragraph.
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  1. 5m 50s
    1. Welcome
      1m 33s
    2. What is InDesign CS5?
      2m 26s
    3. Using the exercise files
      1m 51s
  2. 54m 49s
    1. Understanding the Application window
      6m 0s
    2. Navigating pages
      6m 39s
    3. Zooming and magnifying
      6m 57s
    4. Managing more than one document window
      3m 36s
    5. Setting rulers and measurements
      2m 9s
    6. Positioning panels correctly
      6m 28s
    7. Saving time by making workspaces
      3m 24s
    8. Setting the view quality of artwork
      4m 9s
    9. Adjusting View and Preview settings
      4m 56s
    10. Rotating pages and spreads
      3m 2s
    11. Displaying a new view with the New Window feature
      3m 29s
    12. Setting application and document preferences
      4m 0s
  3. 21m 31s
    1. Using the Tool panel
      8m 1s
    2. Learning and editing keyboard shortcuts
      6m 24s
    3. Working with spring-loaded tool shortcuts
      1m 17s
    4. Using contextual menus
      2m 51s
    5. Choosing menu items with Quick Apply
      2m 58s
  4. 45m 25s
    1. Creating new documents
      7m 28s
    2. Saving and reverting documents
      3m 41s
    3. Using multiple Undo and Revert
      4m 28s
    4. Setting margin and column guides
      5m 16s
    5. Using ruler guides
      8m 10s
    6. Bleeding colors or images off the side of the page
      4m 29s
    7. Saving objects in libraries
      4m 49s
    8. Exporting and importing page snippets
      4m 29s
    9. Saving for CS4 with IDML
      2m 35s
  5. 31m 18s
    1. Inserting, deleting, and moving pages
      7m 23s
    2. Changing page size
      6m 14s
    3. Adding page numbering
      3m 43s
    4. Changing page numbering with sections
      5m 58s
    5. Creating and applying master pages
      5m 20s
    6. Overriding master page items
      2m 40s
  6. 1h 21m
    1. Understanding text frames
      4m 6s
    2. Typing and editing text
      4m 36s
    3. Filling with placeholder text
      2m 38s
    4. Inserting special characters
      4m 43s
    5. Importing text
      7m 49s
    6. Threading text frames
      4m 1s
    7. Setting text frame columns and insets
      6m 32s
    8. Setting vertical justification and first baseline position
      6m 9s
    9. Putting text on a path
      6m 51s
    10. Using the Story Editor
      8m 43s
    11. Checking spelling
      7m 42s
    12. Using Find/Change
      9m 25s
    13. Tracking text changes
      8m 1s
  7. 49m 50s
    1. Importing graphics
      8m 11s
    2. Importing from Mini Bridge
      5m 27s
    3. Using the Links panel
      6m 34s
    4. Embedding links
      2m 37s
    5. Editing graphics in their original app
      3m 14s
    6. Fitting graphics to a frame
      6m 12s
    7. Taking advantage of image transparency and clipping paths
      4m 53s
    8. Adding live captions
      5m 56s
    9. Colorizing images
      2m 1s
    10. Turning image layers on and off
      4m 45s
  8. 46m 15s
    1. Selecting objects
      5m 32s
    2. Applying basic strokes and fills
      8m 18s
    3. Using advanced strokes
      3m 28s
    4. Adjusting transparency
      4m 38s
    5. Adding drop shadows
      6m 41s
    6. Applying feathering
      4m 25s
    7. Copying formatting with the Eyedropper tool
      4m 35s
    8. Finding and changing object formatting
      4m 50s
    9. Making polygons and starbursts
      3m 48s
  9. 22m 56s
    1. Making interactive documents
      2m 6s
    2. Adding hyperlinks
      5m 52s
    3. Building bookmarks
      3m 38s
    4. Creating buttons
      8m 57s
    5. Animating an object
      2m 23s
  10. 23m 29s
    1. Creating color swatches
      5m 52s
    2. The danger and power of unnamed colors
      4m 47s
    3. Building tint swatches
      2m 18s
    4. Creating gradient swatches
      3m 56s
    5. Applying gradients
      6m 36s
  11. 50m 0s
    1. Positioning objects with the Page Gap tool
      2m 53s
    2. Stacking objects
      2m 13s
    3. Creating and controlling layers
      3m 53s
    4. Managing objects in the Layers panel
      3m 37s
    5. Nesting objects
      2m 46s
    6. Editing frame and path shapes
      4m 6s
    7. Adding rounded corners and other corner options
      3m 57s
    8. Grouping objects
      3m 14s
    9. Locking objects
      2m 39s
    10. Aligning and distributing
      5m 43s
    11. Understanding text wrap
      8m 13s
    12. Using anchored objects
      6m 46s
  12. 18m 49s
    1. Duplicating objects
      5m 39s
    2. Rotating objects
      3m 3s
    3. Scaling objects
      3m 57s
    4. Mirroring objects
      3m 46s
    5. Using the Transform Again feature
      2m 24s
  13. 25m 52s
    1. Applying basic character styling
      7m 8s
    2. Applying advanced character formatting
      4m 54s
    3. Changing case
      2m 51s
    4. Understanding OpenType features
      3m 19s
    5. Using Find/Change for text formatting
      3m 18s
    6. Using Find Font
      4m 22s
  14. 45m 27s
    1. Applying formatting to a paragraph
      4m 14s
    2. Spanning a paragraph across multiple columns
      3m 5s
    3. Splitting a paragraph into multiple columns
      2m 1s
    4. Using drop caps
      3m 16s
    5. Adjusting text hyphenation
      3m 21s
    6. Fine-tuning justified text
      4m 19s
    7. Setting tabs
      5m 54s
    8. Aligning to a baseline grid
      4m 24s
    9. Controlling orphans and widows with Keep Options
      2m 39s
    10. Adding rules (lines) above or below a paragraph
      3m 14s
    11. Adding automatic bullets
      4m 39s
    12. Working with numbered lists
      4m 21s
  15. 31m 3s
    1. Creating and applying paragraph styles
      6m 34s
    2. Using character styles
      5m 43s
    3. Applying styles automatically with Nested Styles
      7m 19s
    4. Using object styles
      3m 27s
    5. Using Quick Apply with styles
      2m 49s
    6. Cleaning up a local formatting mess
      5m 11s
  16. 37m 0s
    1. Creating a table
      5m 54s
    2. Adjusting rows and columns
      6m 35s
    3. Formatting a table
      8m 5s
    4. Adding headers and footers
      1m 58s
    5. Applying table styles
      5m 32s
    6. Adding Microsoft Word and Excel tables
      8m 56s
  17. 10m 26s
    1. Checking your document with the Preflight panel
      2m 54s
    2. Creating a custom preflight profile
      4m 45s
    3. Checking color with the Separations Preview
      2m 47s
  18. 31m 7s
    1. Packaging for output
      4m 13s
    2. Using the Print dialog box
      10m 22s
    3. Exporting a PDF
      8m 47s
    4. Exporting an interactive PDF
      3m 59s
    5. Exporting text
      1m 36s
    6. Exporting SWF files
      2m 10s
  19. 1m 32s
    1. Finding more information and help
      1m 12s
    2. Goodbye
      20s

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InDesign CS5 Essential Training
10h 33m Beginner Apr 30, 2010

Viewers: in countries Watching now:

Author David Blatner provides in-depth training on InDesign CS5, Adobe's print and interactive page layout application, in InDesign CS5 Essential Training. The course shows how to create new documents with strong and flexible master pages, precisely position text and graphics, prepare documents for print, and export designs as interactive PDF or Flash SWF files. Exercise files are included with the course.

Topics include:
  • Navigating and customizing the workspace
  • Managing documents and pages
  • Rotating pages and spreads
  • Adjusting and mixing page sizes
  • Overriding master page items
  • Putting text on a path
  • Threading text frames
  • Applying strokes, fills, and other formatting effects
  • Nesting, grouping, and locking objects
  • Formatting: character-level and paragraph-level
  • Packaging, printing, and exporting
Subjects:
Design Page Layout
Software:
InDesign
Author:
David Blatner

Applying styles automatically with Nested Styles

You've seen how a paragraph style can change the formatting for an entire paragraph. But wouldn't it be cool if you could automatically format different parts of a paragraph differently? For example, let's select this text frame, zoom into 400% by pressing Command+ 4 or Ctrl+4 on Windows and look at these run-in heads. I really like to make this word and this colon bold and these three words plus the colon bold. Can I do that automatically? Absolutely, it's called creating a nested style. Here's how it works. I am going to edit the paragraph style for that paragraph.

If I am not sure what it is, I'll simply double click on it to place the cursor there. Look at the Paragraph Styles panel, and see what's selected. Fact text, great! I'll right click on it or Ctrl+Click with a one-button mouse. Edit that. Now, we can add our nested style. Nested styles lives in the Drop Caps and Nested Styles pane of the Paragraph Style Options dialog box. We've talked about drop caps in a previous chapter. Here we are going to focus on nested styles. To make a nested style, you simply click the New Nested Style button. Now, I need to choose a character style out of this popup menu.

If you don't have a character style made yet, you can choose New Character Style. But in this document I've already created a character style that I want to use. That character style is going to make that text Bold Condensed. Now, I need to tell InDesign what part of the paragraph should get that character style applied to it. It always starts at the beginning of the paragraph and then it's going to go through 1 word. Now, even though the Preview checkbox is turned on, I cannot see that nested style take effect until I click in the blank area below here or click OK.

I'll click down there. That makes the nested style take effect. I can see that it's working. It's making it Bold Condensed through 1 word. That works great for the first line, but it doesn't work so well for the next. How do I make this go bold all the way through the colon? Well, to do that I can change these values, and I change them by clicking on them. If I click on the word through, you can see that you suddenly get a popup menu with two options. Through or up to. In this case, I am going to leave it set to through. If I click on 1, I can edit that.

In this case I am going to leave it set to 1. The thing I really need to change here is Words, so I'll click on that. You'll see that you have many different options for things you can choose here. Through one Sentence, through one character, one letter or so on. But what I am looking for, that colon character, is not listed here. So, am I out of luck? No, because I can simply change this word, the thing that says Words, to any character I want. For example, I can type a colon. In fact, here is a super secret trick.

You can type more than one character if you want. For example, a colon, a question mark and an exclamation point. When you have more than one character listed inside this field, InDesign will make this bold through one of any of these. It doesn't search for that string of characters. It just picks any one of those, whichever one it finds first. I'll click in this blank area down here. Let's check it out, move the dialog box out of the way a little bit. We can see that it is now applying the character style through the colon in all instances.

So, that's a great way to handle run-in heads like this. However, there is a rub. Let me click OK, and I am going to zoom back to fit the whole spread in the window with Command+Option+0 or Ctrl+ Alt+0, and I am going to zoom in on this paragraph on the right side of the page. Let's go into 400% there. Now, we can that whenever there is a colon in the paragraph, it's going to work great. But it this case, it doesn't know when to stop applying that character style. So, it does it through the entire paragraph. That's not what I want. I want it to stop after the word Trees, but there is no colon there.

Of course, I could type one or I could type an exclamation or a question mark, since I've set up my nested style like that. But that's not what I want. What I want is it just to stop. Is there any way to tell InDesign to just stop that nested style? There is, but you have to insert a special character. To do that I go to the Type menu, scroll all the way down to Insert Special Character, and then in the Other submenu, I see the feature I'm looking for End Nested Style Here. When I insert that character into the text, you can see that the nested style all of a sudden stopped working after it.

It's an invisible character, so you don't have to be afraid of it somehow printing differently. It just tells InDesign to stop any nested style at that point. You can see how powerful nested styles can be. Now, let me show you one more slightly more complex example. Here, in my flower catalog, I am going to select one of these text frames and zoom into 400%. I can see that I have a skew number on the left side followed by a price. Let's format that. It already has a paragraph style applied to it. So, I am going to double click on it to open the Paragraph Style Options dialog box.

I'll come over here and click on Drop Caps and Nested Style. Let's make our nested style. I'll start by clicking on the New Nested Style. I am going to say I want to apply Bold through 1 Word. Let's try it out, great. I've now formatted my skew number. Now, I am going to create a new nested style and I want it to applying no character style all the way up to that period. So, I'll change this to up to 1 period, simple as that.

Now, I need to move my dialog box out of the way a little bit more, because I have a small screen. I want to apply something to this period. There is something that I want to apply is for it to go away. I want to make it disappear, so I am going to create a new nested style. I am going to create a new character style. My new character style is going to be called disappear. Of course, you can call it anything you want. But here's what I do when I want to make something disappear. First, I change its Character Color to None. It's going to be filled with None. That way it doesn't print at all.

The next thing I am going to do is change its Size to something tiny like, 1 point. I'll go to Advance Character Formats, and set its Horizontal Scale to something really tiny like 1%. So, there we go. I've made a disappeared character style that makes a character pretty much disappear. I'll click OK and I'm going to apply it to my nested style. I am going to apply disappear through 1 character. Let's change this over to one character, great. So, I now have Bold through 1 word, None up to the Period, and disappear through 1 Character.

Finally, I want to apply one last nested style, which is going to be my superscript character style that I've already created through 1 word, in this case, until the end of the paragraph. Click OK, and let's see if it worked. We have bold for this skew number, nothing up until the period, the period was removed and the 99 cents became superscript. Let's see what it looked like before with the Command+Z or Ctrl+Z on Windows. That's before, and now Command+ Shift+Z or Ctrl+Shift+Z for after.

Before and after, looks great. As I have said before, I am all about productivity and automating mundane tasks. It's hard to get any more automated than nested styles doing all the hard work for you.

Find answers to the most frequently asked questions about InDesign CS5 Essential Training.


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Q: In the “Exporting to PDF” video, the author states "The flattener, and how to control it, is an advanced topic that I cover in a later title."
Is this “later title” available on lynda.com yet?
A: Unfortunately that title is still in development. However, the features are exactly the same in CS4, so please see Chapter 11 in InDesign CS4 Beyond the Basics.
Q: Can an image be placed into a cell in InDesign?
A: Yes,  but only as an anchored (inline) object. Cut the frame with the Selection tool, switch to the Type tool, click in the cell, and Paste.
Q: Is it possible to load or import pages from one document to another in InDesign CS5?
A: Pages cannot be “loaded”, but they can be "pushed" from one document to another by choosing Layout > Pages > Move Pages.
Q: When I place an image, it is distorted or pixilated to the point of not being able to use it. I can place or open those same images in Photoshop or Illustrator and they are fine.
A: You are likely seeing the low-resolution preview. To see high resolution or vector artwork, choose View > Display Performance > High Quality.
Q: When I place an image, it is distorted or pixilated to the point of not being able to use it. I can place or open those same images in Photoshop or Illustrator and they are fine.
A: You are likely seeing the low-resolution preview. To see high resolution or vector artwork, choose View > Display Performance > High Quality.
Q: I'm looking for a tutorial that will allow me to use InDesign to create files that can be emailed. I guess they have to be converted to HTML first? Is that possible?
A: If you are trying to make an HTML email, then InDesign really isn't the tool for you. It's HTML abilities are extremely limited. Look toward Dreamweaver for that. Alternatively, you could create a layout in InDesign, then export the page as a JPEG image and put that in the email.
Q: Since I upgraded to the new version of InDesign, when I click the "edit original" button in the Links panel, the pictures open in Preview instead of Photoshop
A: "Here are two articles about this problem: 
Q: I cannot see files on the desktop when in InDesign.
A: If you are using the Mac OS, you may need to turn off Window > Application Frame in order to see files behind InDesign (such as those on the Finder Desktop). If you are on Windows, you are seeing a difference between Mac and Windows. In Windows, the application is always living inside the application frame. If you un-maximize the windows frame, you can drag it smaller so you see the desktop and drag to or from it.
Q: I am currently working on an InDesign document originally created in Spanish. I am translating it to English and I need to change the language preference to be able to use the spell check in English. I have changed it in Preferences, but when I go to do the spell check on the document it is still in Spanish. How can I change the spell check to English?
A: Changing the language in preferences does not change the document or text language. You need to change the langauge in the paragraph style or the character style or in the Character panel or the Control panel (select the text first).
Q: In the movie, "Inserting, deleting, and moving pages" the author claims you can Shift-click text and the red overset symbol (a plus sign) will disappear. This isn't working for me.
A: Shift-clicking to make text automatically flow to the next text box or boxes only works when you place text from a loaded cursor. Shift-clicking existing text will not affect it.
 
Instead, if the overset text symbol appears in an existing text frame, choose the Selection tool and click the symbol to load the text in your cursor. Then Shift-click inside the next text frame to start it auto-flowing from there.
Q: I want to add a 2-page spread following a 1-page spread, but when I insert two new pages, InDesign creates a 3-page spread. How do I solve this?
A: If you're seeing 3-page spreads, turn on Allow Document Pages to Shuffle (and Allow Selected Spread to Shuffle) from the Pages panel menu.
Q: The keys used for navigating to the previous or next spread in a layout (Command+Page Up/Command+Page Down) don't appear on my laptop keyboard and the arrow keys don't work. What keys should I use?
A: Most laptop keyboards don't have these keys anymore. Look for a "modifier" key (such as the Alt or Fn keys) to press to access these keys. For example, on a Macbook Pro, you'd press Command and then Fn+Up Arrow to invoke Next Spread.
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