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Customizing cross-reference formats

From: InDesign Styles in Depth

Video: Customizing cross-reference formats

In the last movie we set up a basic Cross-Reference to a page number in this document, but the rest of the reference was still manually typed text. To fully take advantage of cross- referencing it's better to make the entire reference dynamic, instead of just a piece of it. Let's take a look at how that's done. Right now I have See DIFFERENCES as manually typed text and the remainder Comma page 6 is a dynamic Cross-Reference. You can see it here in the Cross-References panel. I want to actually make the entire Cross-Reference dynamic, including the word See and, including the term DIFFERENCES that I'm referencing later in this document.

Customizing cross-reference formats

In the last movie we set up a basic Cross-Reference to a page number in this document, but the rest of the reference was still manually typed text. To fully take advantage of cross- referencing it's better to make the entire reference dynamic, instead of just a piece of it. Let's take a look at how that's done. Right now I have See DIFFERENCES as manually typed text and the remainder Comma page 6 is a dynamic Cross-Reference. You can see it here in the Cross-References panel. I want to actually make the entire Cross-Reference dynamic, including the word See and, including the term DIFFERENCES that I'm referencing later in this document.

I am going to double-click this existing cross-reference to open up the Edit Cross-Reference dialog, all of the settings I established in the last movie are here and I'm using my Mike's Page Number custom Cross-Reference Format. I want to further customize this, in fact, I want to create a whole new Cross-Reference format. So I am going to click the Edit button and in the Cross-Reference Formats dialog I will click this Plus item down here at the bottom, that's going make a copy of the Mike's Page Number Cross-Reference format. I am going to call this Mike's Custom Cross-Reference.

I will click Save so that I don't lose that. And here's what we have so far, a comma, a space, the word page and a space, that's static text, and then we have this bit of coded mark up here that dynamically pulls in the page number. I want to include the entire reference which starts with the word See. So I will go to the beginning of this little bit of text and type in the word See and a space. Now I have to find a way to pull in only the definition term at the beginning of the paragraph. To do that, I will click this Plus item on the side of this field and I get a pulldown menu of a number of different building blocks I can use to insert the necessary code into this Cross-Reference to customize it.

One of them is Partial Paragraph and that's exactly what I want, a piece of my definition paragraph. I will select that and I get this whole string of text here, looks a lot more intimidating and dangerous than it actually is, it's fullPara=delim=""includeDelim=false. So immediately I'm sure you know exactly what that means, there's no guesswork about it. It's actually pretty simple, fullPara means the full paragraph, delim means a delimiter which essentially means a stopping instruction, a point at which it stops pulling in text from the full paragraph.

Now all of my definitions end with a Period so my delimiter would be a Period It's exactly the way I set up the nested style and the paragraph style to begin with. The nested style for the Definition term ends on a sentence or ends on a period, this is sort of a coded version of exactly the way I set up the nested style for the Definitions paragraph style to begin with. My term Character Style is applied through one sentence in my nested style instruction and the end of the sentence is my delimiter in the nested style.

So my delimiter here is going to be the Period at the end of that Definition term. If I just type that in-between the quotes, I've established my delimiter, it's going to stop pulling in text from the paragraph as soon as it encounters the first Period in that paragraph and that's going to be right after the definition term. The second half of this, includeDelim= false is an instruction to either include that delimiter which in this case is a Period in the Cross-Reference or not, false means do not, the period will not be part of the reference that's generated.

If I set it to True, I would get the period but I don't want that, and then it's comma, space page and pageNum, these are the things that were in there already. So I am going to click Save and click OK. And as soon as I exit you will see a significant change. First of all, it's appended my completely constructed Cross-Reference to the end of my existing manual one, and it's also correct a mistake that was in that manually typed reference, that was See DIFFERENCES, but the term is actually DIFFERENCE, and because I'm dynamically generating that term as well I get the correct text.

So I have set up a completely custom Cross-Reference just the way I want, I will click OK and I am going to go in here I am going to delete the whole manual portion and there's my fully dynamic, customized Cross-Reference. Let's see how easy it is to apply this elsewhere in the document. I am going to move over to the other side of the page where I have another reference, this is also manually typed, I will select the whole thing, go to the Cross-References panel, choose Create New Cross-Reference from the icon at the bottom. It's picking up the last settings that I used, which is very helpful, using my Mike's Custom Cross-Reference.

I am going to choose my Definitions Paragraph Style, I want to find the paragraph that defines the term HERALD. I click Definitions. And because I have the text selected, it automatically swapped it out, so it's a good thing I remember that it's HERALD. I am going to scroll down until I find HERALD in the list, there it is, I will click it and automatically it generates the complete Cross-Reference, including the term, the page number and all of the surrounding text. And that's all I need to do throughout this entire document for every one of these Cross-References.

Let's take a look at how dynamic these Cross-References actually are. I am going to go back to the first one over here on the left side of the spread, See DIFFERENCE, and I want to force a reflow of the text in this document, so that Difference is going to appear somewhere else, its page number is going to change. I will do that quickly just by selecting the frame over here on the right side and deleting it altogether and forcing the text to flow later on in the document. So now there's no way that Difference is still on page 6, it has to have moved. But I still see page 6 here in my Cross-Reference.

In order to see my reference reflect the new location of that text, I need to refresh my view, I could do this by zooming in, zooming out but I can also hit Shift+F5 to refresh my view and page 7 is what appears that's where Difference now occurs in this document. Constructing a cross-reference that's fully dynamic, takes human error out of the equation, produces 100% consistent Cross-References, keeps your document adaptable to change and flexible, and is easily applied throughout your document with a click once you've done the initial setup.

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This video is part of

Image for InDesign Styles in Depth
InDesign Styles in Depth

66 video lessons · 13025 viewers

Michael Murphy
Author

 
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  1. 2m 22s
    1. Welcome
      1m 6s
    2. What you should know before watching this course
      32s
    3. Using the exercise files
      44s
  2. 42m 29s
    1. Paragraph styles vs. characters styles
      2m 22s
    2. Setting up a style-centric workspace
      3m 23s
    3. Creating and applying paragraph styles
      7m 21s
    4. Modifying and redefining paragraph styles
      3m 50s
    5. Creating relationships between paragraph styles
      4m 32s
    6. Creating and applying character styles
      5m 39s
    7. Modifying and redefining character styles
      2m 53s
    8. Creating a default set of common character styles
      5m 14s
    9. Deleting and replacing styles
      4m 34s
    10. Using Quick Apply to apply styles
      2m 41s
  3. 53m 23s
    1. Formatting drop caps with character styles
      4m 19s
    2. Adding a nested style to a paragraph style
      3m 33s
    3. Adding multiple nested styles
      3m 0s
    4. Adding a nested style at the end of a paragraph
      4m 49s
    5. Setting up a repeating nested style
      4m 23s
    6. Using nested line styles
      3m 6s
    7. Using GREP styles to automate text formatting
      9m 13s
    8. Layering multiple character styles
      4m 16s
    9. Establishing a sequence of paragraph styles
      4m 0s
    10. Creating a paragraph formatting loop
      4m 20s
    11. Connecting paragraphs with Keep Options
      3m 15s
    12. Forcing paragraphs to specific locations
      2m 52s
    13. Building spine-based alignment into a style
      2m 17s
  4. 25m 0s
    1. Creating a bulleted list
      5m 17s
    2. Creating a simple numbered list
      7m 7s
    3. Defining a multilevel hierarchical list
      5m 48s
    4. Customizing multilevel list numbering
      3m 47s
    5. Right-aligning list numbers
      3m 1s
  5. 17m 31s
    1. Importing Word files with or without styles
      6m 17s
    2. Mapping Word styles to InDesign styles
      5m 20s
    3. Exporting InDesign styles for Word
      5m 54s
  6. 14m 45s
    1. What object styles can and cannot do
      1m 3s
    2. Creating, applying, and modifying object styles
      3m 54s
    3. Limiting the definition of an object style
      4m 58s
    4. Improving anchored object behavior with an object style
      4m 50s
  7. 48m 57s
    1. Understanding the limits of table and cell styles
      1m 42s
    2. Formatting a table manually
      11m 54s
    3. Defining and applying cell styles
      7m 12s
    4. Basing one cell style upon another
      5m 25s
    5. Combining cell styles and table styles
      5m 44s
    6. Layering cell styles onto styled tables
      4m 48s
    7. Basing one table style upon another
      6m 20s
    8. Maintaining links between styled tables and external data
      5m 52s
  8. 39m 36s
    1. Using text styles as Find/Change criteria
      3m 53s
    2. Applying object styles with Find/Change
      4m 0s
    3. Generating paragraph style-based headers with text variables
      7m 16s
    4. Generating character style-based headers with text variables
      6m 6s
    5. Leveraging styles to set up cross-references
      7m 4s
    6. Customizing cross-reference formats
      6m 22s
    7. Styling a cross-reference
      4m 55s
  9. 22m 6s
    1. Setting up a single-document table of contents
      10m 35s
    2. Saving table of contents settings as a TOC style
      4m 11s
    3. Setting up a multilevel, multi-document table of contents
      7m 20s
  10. 18m 56s
    1. Organizing styles with style groups
      3m 17s
    2. Loading styles from other documents
      2m 33s
    3. How InDesign handles style conflicts
      3m 23s
    4. Using the Book panel as a style manager
      4m 45s
    5. Resolving missing font problems in styles
      4m 58s
  11. 15m 52s
    1. Exporting tagging styles for EPUB, HTML, and PDF
      4m 46s
    2. Exporting InDesign styles for CSS and HTML
      4m 49s
    3. Using styles and TOC styles to organize EPUBs
      3m 44s
    4. Understanding how InDesign styles translate to PDF tags
      2m 33s
  12. 48s
    1. What's next?
      48s

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