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Known Participant
March 2, 2018
Answered

Variable Data Question: Pulling Data from one text box and duplicating it in another text box

  • March 2, 2018
  • 1 reply
  • 890 views

So here is the scenario: I am creating a series of flyer for the company I work for. The initial request was make all the flyers have the ability to pull data from a form that feeds to a CSV and output multiple flyers with with different content on each. I completed this easily using the data merge tool.

Then I hit an issue... the people doing the flyer generation with the data merge, don't know how to use data merge and because we only get two or three requests a month, and they don't feel it is necessary to use data merge to create the flyers. So they have requested that I generate a version of the flyer in InDesign that is easy for them to place the necessary data in it manually from the CSV that the form feeds to. I generated an ingenious flyer that uses a call-out system, where I have highlighted each section using a non-print layer, and provide instruction as what column they can find it on the CSV file. This way they can input the info, export the print ready PDF and the non-print instruction/call-out layer doesn't populate through to the final document.

Now I want to improve on this flyer, since even though I have locked the non-print layer, and I have provided thorough instruction, I envision an issue that the users might touch other parts of the design that they shouldn't and screw up the layout. I also want to make it easier for the user to decipher the data and enter it into the document in a linear fashion (instead of column H, then A, then C it would be Column A, then B, then C, etc.). I also have a few of the pieces of the data repeat throughout the flyer, so hopefully this would allow me to map the data from one point to multiple points.

Basically, I want to create a "form" that sits next to the flyer. This form will be on a non-print layer (the flyer itself will be locked down from adjusting the layout). As the user inputs data into this "form" the corresponding data in the flyer itself changes. Is this possible? The data needs to be able to change in it's formatting as well.

One solution I had was to create a PDF with one page being a "form" and the second being the flyer, and to have duplicate fields so when you enter data in one, it changes in the other. The problem I hit was that I couldn't figure out a way to have the formatting change in one field and not the other, and the data doesn't feed well when it is in a string of text.

Anyways, if anyone know if this is possible, please let me know. If not, I will just make my coworkers move forward with this modified version. Thanks!

Again, I know this is a much simpler task if done with data merge, I am just trying to create a simple solution for those who are not as savvy in InDesign.

    This topic has been closed for replies.
    Correct answer Laubender

    Hi Silly-V,

    I actually did think of the same thing, but I am not skilled enough to create the UI palette. I will give it a look since all I would have to do is direct the "Users" to download and run the the script to load the palette to their InDesign. I am going to try Colin's suggestion first and see how well that is received. The UI palette (while achieving the same thing) might be better received since it will seem "fancier".

    Thanks for both of your suggestions!

    -Michael


    Hi Michael,

    my take on this: If you plan to create a UI palette as part of the task you also could plan a script that is doing the whole job.

    Something a paid scripter can do for you. A script that the user just double-clicks in the Scripts panel asking for the template document and the CSV file and then moves on with it filling the template and creating the end results. For that you could even leave InDesign's feature data merge out of the equation if the templates are created accordingly.

    Regards,
    Uwe

    1 reply

    Colin Flashman
    Community Expert
    Community Expert
    March 3, 2018

    I want to make sure I have this clear:

    • you had a data merge file that would be populated from a form.
    • users complained, they want to do it themselves in ID.
    • you added instructions in ID on non-printing layers
    • you now want to improve on this by having a "form" on a non-printing layer where text would go into text boxes and flood into the locked sections.

    Perhaps consider using the content collector so that you can map text from one text frame on your form to instantly populate into the locked layer. It may not do it automatically but if you go to the links panel the out-of-date text links can be updated. The content collector is a rarely used tool in ID and recently topped the vote as tools to remove from the ID toolbar: https://indesignsecrets.com/indesign-poll-results-which-tools-should-be-removed-from-toolbar.php

    If the answer wasn't in my post, perhaps it might be on my blog at colecandoo!
    Silly-V
    Legend
    March 5, 2018

    How about a script UI palette to input the things?

    Known Participant
    March 5, 2018

    Hi Silly-V,

    I actually did think of the same thing, but I am not skilled enough to create the UI palette. I will give it a look since all I would have to do is direct the "Users" to download and run the the script to load the palette to their InDesign. I am going to try Colin's suggestion first and see how well that is received. The UI palette (while achieving the same thing) might be better received since it will seem "fancier".

    Thanks for both of your suggestions!

    -Michael