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Participating Frequently
July 10, 2024
Answered

Margins and Columns VS Document Properties...

  • July 10, 2024
  • 11 replies
  • 3397 views

I've inherited an InDesign document with Margins and Columns set up. I prefer to work with Guides set up on a series of master pages, not Margins and Coumns. So I want to 'deactivate' Margins and Columns in this document. But I can't find a way to do this. Is there a way??

 

More thoughts on this ~

 

As I understand it, once Margins and Columns has been 'activated' in an InDesign doc, this overrides values for margins entered in Document Setup, Document Properties and Adjust Layout. I can still edit values for margins in all of these other places, but these changes have no effect on the document or individual pages. If Margins and Columns needs to work this way - i.e. to override all the other ways to edit margins - I think the other methods for editing margins should be 'locked' and greyed out when Margins and Columns is activated, with a message on mouse click or hover saying something like 'Margins and Columns is activated and is now the only way to edit margins in this document'.

 

And - if there isn't one - there should be a way to deactivate Margins and Columns.

This topic has been closed for replies.
Correct answer Eugene Tyson

@Eugene Tyson

 

if you change the Layout Margins and Columns then it breaks the link to the Document Setup - so those pages are given the special Margins and Columns that you need for specific pages. Meaning the Document Setup no longer applies to those pages.

 

I understand the logic of parent settings being overriden by page-specific settings at various levels. But (why) is there not a way to change the margins and columns settings at Document Setup level after the document has been created?

 

I can work with/around these quirks. But I remain of the opinion that InDesign's UX is poor in realtion to this functionality.


Ah yes, now I see what you mean.

I hadn't noticed before - I guess I never looked for it before.

You can place feature requests here
https://indesign.uservoice.com/forums/601021-adobe-indesign-feature-requests

I think it's a good idea - but maybe there's a reason

11 replies

Mike Witherell
Community Expert
July 11, 2024

Yes, even an excellent software like InDesign can continue to be polished. 

I think that a software should somehow educate a new user on its design philosophy and purpose and origins. In the case of InDesign, it is rooted in the making of books and magazines and controlling many pages. Controlling a consistency and sameness is important to long documents and publications. InDesign philosophically assumes you drew something free-form in some other software (Illustrator) and then placed it onto a page in InDesign in preparation of printing or some other form of digital publishing.

Mike Witherell
Participating Frequently
July 11, 2024

Yes, this is why InDesign is a much more appropriate software for my purposes - producing multi-page (up to about 50 pages max) visual reports for various Landscape Architecture proposals - than Illustrator as someone suggested above. If I need to produce a particularly fancy 'freeform' page layout I might well use Illustrator, but I'll then want to place this .ai file in an InDesign doc with a host of other visual content, text, titles, page numbers, consultants logos etc. 

Participating Frequently
July 11, 2024

Ok thanks All I'm signing off here now. If we've achieved nothing else, I'm now more familiar with the quirks of Indesign!

Mike Witherell
Community Expert
July 11, 2024

One of the reasons I rarely use the Properties panel is that it tries to be the quik-mart of most things you commonly need, but leaves out the deeper things. Hence, it often dissatisfies me.

 

I have taught many students about the Document Setup dialog for early on setup decisions; versus the File > Document Setup along with Layout > Margins and Columns when you realize you have to re-rig a document. Even while teaching it, I have always wondered why margins and columns are not also available in File > Document Setup. That always seemed unnecessarily confusing to me.

 

The longer I work at this art, the more I appreciate underlying grids, margins, columns, baselines... And also increasingly I appreciate the artistic balance of height to width ratios for all graphics. 

 

Has anyone read "Leonardo da Vinci" by Walter Isaacson?

Mike Witherell
Participating Frequently
July 11, 2024

Thanks Mike, it's good to know I'm not the only one who wonders why InDesign is set up the way it is in relation to this!

Robert at ID-Tasker
Brainiac
July 10, 2024

@hughc46560181

 

Do you have just text - in one thread / Story - or are there graphic elements that are not Anchored in the text?

 

James Gifford—NitroPress
Brainiac
July 10, 2024

I'd wager this is for a more visual layout than a text/document based one. I know columns etc. are a bit of a clutter when I am doing a more free-form or otherwise not rigidly organized page.

Participating Frequently
July 11, 2024

Do you have just text - in one thread / Story - or are there graphic elements that are not Anchored in the text?

 

I'd wager this is for a more visual layout than a text/document based one. I know columns etc. are a bit of a clutter when I am doing a more free-form or otherwise not rigidly organized page.

 

Thanks both - yes indeed this is for a visual layout rather than a primarily text-based layout. Graphic elements are the main event and are not anchored in text columns.

 

This is why I often prefer to use Layout>Create Guides rather than Layout>Margins and Columns. I find that guides give me more control over vertical arrangement of images in a layout. Others in my field (landscape architecture) seem to like to have columns on as a kind of 'rough guide' for page layouts, but as you say @James Gifford—NitroPress, I find this clutters up the page, esp when I'm also using guides.

 

This is why I felt it would make sense if there were two distinct approaches to setting up pages/documents in InDesign - (i) Layout>Margins and Columns for column-based layouts and (ii) Layout>Guides for more visual layouts. InDesign does offer these two approaches of course, but I find the way that once anything has been edited with Layout>Margins and Columns, this overrides the ability to edit margins using Properties>Documents>Margins strange/counterintuitive in general and especially in relation to (ii).

Participating Frequently
July 10, 2024

Thanks for replies All.

 

I now understand that Margins and Columns is 'always activated' in as much as when I create a new document I can either leave the value for columns as 1 (the default) or enter any other value up to 216.

 

And for a document like the one I've inherited where the previous editor was using Margins and Columns, I can change the number of columns to 1 and this way I'll no longer see columns.

 

My issue is with the way InDesign presents multiple ways to edit margins but without a clear/consistent/visible hierarchy in terms of which methods for editing margins override other methods for editing margins.

 

If I create a new document I can use Properties>Document>Margins to edit page margins across the whole document. But (as above) once I've used the Layout>Margins and Columns dialogue to edit margins/columns, values shown by Properties>Document>Margins are no longer accurate and changing these values no longer has any effect. 

 

In my view this is very poor UX.

 

 

rob day
Community Expert
July 10, 2024

but without a clear/consistent/visible hierarchy

 

There is a hierarchy.

 

New documents always have a default Parent Spread or Page. The New Document dialog offers a Columns Number for the default Parent’s Margins and Guides. The parent guides act like any other parent object, you can change all of the page’s margin and column guides from the Parent, as long as you have not altered them from the individual pages. So:

 

The New Document lets me set the new document’s Parent Spread’s default Column Number to 4:

 

 

From the Pages panel I could alter a single page’s Column Number to 2:

 

 

Now if I edit the Parent Spread’s Column Numbers to 1, it changes the Parent guides:

 

 

In this case all of the pages except the page I edited reflect the Parent Page edit—that is how Parent pages are designed to work for margin guides, ruler guides, and page items:

 

 

Participating Frequently
July 11, 2024

Thanks for this clear explanation @rob day.

 

I think my issue is now purely and simply with the weird and inconsistent (non)functionality of Properties>Documents>Margins.

 

When I open a new InDesign document I can use Properties>Documents>Margins to adjust margins. But If I then make any changes using Layout>Margins and Columns, I can no longer edit margins using Properties>Documents>Margins (I can still change the values at Properties>Documents>Margins but this has no effect on margins in the document - poor UX).

 

So at best Properties>Documents>Margins is a way to edit margins when I first enter a document if I forgot to set up my margins correctly in the New Document dialogue. After this Layout>Margins and Columns is a better and more powerful way to edit margins because (i) it actually works! and (ii) it offers the Adjust Layout option.

 

My issues with the way all this is set up in InDesign are:

 

i) Properties>Documents>Margins is more visible than Layout>Margins and Columns in the interface. Why doesn't Adobe simply replace the current functionality available at Properties>Documents>Margins with the more powerful functionality available at Layout>Margins and Columns?

 

ii) For users like me who work primarily on visual layouts, not text-based, column formatted layouts, it's not particularly logical or intuitive to bundle Margins and Columns together in a single dialogue as at present. But I'd probably be ok with the 'setting the columns value to 1' as a workaround if not for the other examples of poor UX I'm describing above.

rob day
Community Expert
July 10, 2024

And - if there isn't one - there should be a way to deactivate Margins and Columns

 

Hi @hughc46560181 , The column guide count is a page property—Document Setup just sets the document page default. You can easily set all of the page column guides to 1 via scripting. Something like this:

 

 

app.documents[0].pages.everyItem().properties = {marginPreferences:{columnCount:1}}

 

 

Does this:

 

 

 

After run:

 

rob day
Community Expert
July 10, 2024

This sets the parent pages:

 

app.documents[0].masterSpreads.everyItem().pages.everyItem().properties = {marginPreferences:{columnCount:1}}

 

Mike Witherell
Community Expert
July 10, 2024

I get what you are saying, but I wish for that because of the huge number of producers who use only Illustrator for the production of entire magazines. It starts with the crowd who said: "I only know Illustrator, so I will make all projects and publications in the software I am familiar with."

Mike Witherell
James Gifford—NitroPress
Brainiac
July 10, 2024

I am too too familiar with Maslow's Hammer, in this arena and others. 😛

 

I just thought the era of doing full scale layout in AI and PS had... passed along with its grizzled practitioners.

John D Herzog
Inspiring
July 10, 2024

We have clients that do everything in InDesign as well. Booklet, InDesign. Billboard, InDesign.

InDesign can do large scale graphics, but Illustrator is so much better at it and allows for edits of the final file much easier than InDesign. With InDesing you have to go back to the InDesign file and export a new final file or open up the output PDF (our workflow) and deal with the flattened structure and thousands of extra clipping masks.

Mike-Witherell
Inspiring
July 10, 2024

Relative to this general discussion, I wish Illustrator had margins and columns!

James Gifford—NitroPress
Brainiac
July 10, 2024

Ugh. Put me down in the caucus of those who, while appreciating the increasingly seamless interactivity of the big three apps, wish they'd each move in the direction of greater specialization, not completely overlapping Venn circles. 🙂

Mike-Witherell
Inspiring
July 10, 2024
quote

As I understand it, once Margins and Columns has been 'activated' in an InDesign doc, this overrides values for margins entered in Document Setup, 


By @hughc46560181



Actually, this is the same as circling back to File > Document Setup as when you set these up initially in the New Document dialog box.

Community Expert
July 10, 2024

It's possible

James Gifford—NitroPress
Brainiac
July 10, 2024

Well, we all have our work methods, and not all documents necessarily need a margins-and-columns structure, but this feature is pretty much the #2 bedrock feature (after Page size) in ID and most layout programs for a reason. But no, there is no method of "deactivating" the feature/concept, not as such.

 

Assuming you have enough overall experience to ask this and make good use of the alternate approach, I'd just point out that setting your Parent Page to zero margins, one column, no primary text frame essentially removes the idea of margins and columns from the layout model.

Mike-Witherell
Inspiring
July 10, 2024

You can set the Margins to 0 and the Columns to 1. Done that way, you will not see the Margins and Columns. But these two things, Margins and Columns, are fundamental to the use of InDesign (this isn't Illustrator!). Why not embrace them? It opens up the cleverness of other features when done the right way.

Participating Frequently
July 10, 2024
quote

But these two things, Margins and Columns, open up the cleverness of other features when done the right way.


By @Mike-Witherell

 

Thanks Mike. If you're able to say more about the cleverness of other features - even just a list of bullet points - that would be v useful.

 

Amongst other things I'm guessing Margins & Columns is part of the auto reformatting functionality I know InDesign possesses (but which I don't use/need to use at the moment).

rob day
Community Expert
July 10, 2024

Also, you don’t really need a script—just select all of the pages in the Pages Panel, choose Layout>Margins & Columns and set the Columns > Number to 1: