Please fix Text Variables so they behave like regular text

Within the type menu of Adobe InDesign is the Text Variables feature. This allows users to insert a special character that will display one of the following items:

  • A chapter number
  • A file-related date such as the creation date, modification date or output date
  • Filename
  • Image Name (aka captions setup)
  • Last Page Number
  • Running Header based on either a used paragraph or character style
  • Custom static text

Unfortunately, there is an unwanted behaviour of the text variables – InDesign treats them as a single character rather than the actual content within the variable. This has a few unwanted consequences:

  • Long variables that would normally break over several lines are squished into one line;
  • They cannot be formatted using GREP or Nested styles, nor can specific words be manually selected for formatting.

It’s an issue that is “in backlog” by the Adobe InDesign team to address, but that was first stated in 2017.

If the issue was resolved, it would have enabled my GREPGraph solution to be applied in the following InDesignSecrets article.

As it turns out, it is also affecting another solution that would make lives easier for anyone who has to create diaries and planners on a regular basis.

The brief:

A planner is created by making a base template and then creating threaded text for the dates that are represented only by numbers. This makes populating a diary from week to week relatively easy…

…until the other material has to be populated, such as what month it is, what term it is, and what week it is. This is best illustrated in the first two minutes of a Youtube video by Rob Cubbon.

Incidentally in Rob’s video, he uses frame breaks between each record, but that isn’t required. Instead, adjust the paragraph style of the numbers by going to the Keep Options and from the Start Paragraph dropdown, select In Next Frame.

The technique:

Instead of populating the text frames simply with numbers, what if the frames were populated with more information that can be called upon by running header text variables, such as the month?

I can make a list in excel that contains the day of the week and the month in one column. This is also done without a space intentionally for reasons that will become evident soon.

I can then copy this text to my InDesign file. However, note that the text overflows and isn’t correct – that is because the flowing numbers need to have a character style that will hide the text that we want to be visible elsewhere. To do this, I’ve created a character style called hidden, and its properties are:

  • .1 point high;
  • 1% wide;
  • No fill or stroke.

That’s fine, but applying that manually to everything but the numbers will be a nuisance, so the paragraph style for the numbers has to be modified using Nested Styles.

The nested style will apply a style of [None] to the digits as they need to be visible, but will intentionally hide the month.

So why I am I intentionally hiding the month? Because I’m only interested in the information it represents, and this can be called upon by a text variable. I will go to the master page and insert a text variable for a running header showing me the first result of hidden on the page.

The issue with the technique

That’s fine until I get to a spread that contains two months. I’d rather both months be present rather than the earlier month. For example, I’d like the headline to read April/May instead of April. I can do this by returning to my master page, apply my blinking text cursor to the text variable that is already there, type a slash and then create a new text variable that is a running header looking for hidden character style in the last instance.

Once I’ve inserted the variable and returned to that spread, that now looks fine, but all others are now affected.

I should be able to make a GREP style that will look for a word, then a backslash, and the same word it initially found. I’ll create a new text frame with some sample text to see if it works. The GREP code I’ll use is this:

Apply style: Hidden

GREP: (.+?)\K\/\1

Looks like its working in my demo, but as I check the document it isn’t… I’ll find a spread where I know the months split.

But that should work. I saw it work on plain text, why isn’t it working on text variables? That’s because GREP styles and Nested Styles don’t work on text variables. If I want this technique to work, I’ll have to use a workaround.

The workarounds:

  • Use a script to convert the text variables to plain text. Marijan Tompa used to have such a product via the Adobe Exchange, but it has since been removed, and it is not mine to give away. Other scripts do exist on the Adobe InDesign forums, but they are not as flexible as Marijan’s original script. It also works only one way, and can’t convert the text back to variables.
  • Don’t attempt to use the GREP style to hide the duplicate month, but instead only add a Running Header for the first instance on a page and add the others manually by overriding the affected master pages;
  • Create the desired date in Excel using a formula.

The issue with the first two solutions is that it prevents the solution from remaining live. The last solution will work but requires in-depth knowledge of Excel and – for many diaries – requires having an Excel file on stand-by for this purpose.

Ultimately, I’d love to see a fix for this issue as it would open up many possibilities. If you feel that this needs attention now rather than later, please cast your vote here.

Quick and Dirty comb-style forms using GREP Styles

I was recently asked to assist with the creation of a large amount of forms that were intended for a print output. The forms themselves were a “boxy” format that also had comb-style fields to indicate how many letters each area of the form should be.

combgrep1

The challenge with this particular brief was how to prepare the forms not only before the deadline, but so that they were also uniform in appearance. The solution was to create a paragraph style that had four GREP styles that would assign parts of the form, namely:

  • The start or end of the form
  • A letter space
  • A small comb
  • A large comb

Each part of the form is a monospaced font such as Courier New that has no fill or stroke, but has an underline and strikethrough that go to making the appearance. Take the following example that shows the style that represents the letter space:

combgrep2

The character styles that represent the start/stop lines or the small/large comb fields are effectively the same, but the horizontal scale is reduced to 3% and the underline and strikethrough options are changed to show different amounts of white (or none at all).

To make the form appear, characters that would not generally be used within the form are used to activate the GREP styles. For example, the pipe symbol will not be used in the form details, so this can be used for a start/end of form. Here is a list of the GREP substitutions made in this example:

  • | = start/end of box
  • ^ = white space
  • ` = small comb
  • © = large comb.

combgrep3

The following illustration shows the GREP styles in use, how a form would appear, and then how the text appears in the story editor.

combgrep4

There are several advantages of using this method to quickly make comb style forms, such as consistent sizing in forms, or easy to copy and paste portions of a form within a document.

However, there is a significant down-side to this method of form construction, namely that it is for print purposes only. While the forms can be created quickly for a print publication, the form fields do not translate that well to interactive forms via Adobe Acrobat using Acrobat’s Identify Form Fields feature.

combgrep5

 

Of interest: New Data Merge techniques and quote bug

In the latest Colecandoo Youtube episode, four Data Merge specific features are covered, namely:

  • Adding faux-returns to a data merge field to split over lines, and subsequent limitations of this technique;
  • Using GREP styles to swap a character for a glyph during a Data Merge;
  • Highlighting field codes so that they are easier to see when not showing live data; and
  • A bug that occurs when a double-quote is at the start of any field in a Data Merge text file.

Faux returns within a field

The faux-returns technique is written about elsewhere, so rather than spoil their presentations, please read the articles directly from the appropriate sources:

I’m a fan of this trick, but emphasise that this is a workaround rather than a long-term solution, given that formatting is limited and there are more appropriate ways of accomplishing this task such as dedicated plug-ins or an XML workflow.

Swap characters for glyphs

Daniel Solis also features a clever trick to swap phrases with glyphs during a Data Merge that uses both GREP styles and ligatures. Again, rather than simply repeat the technique, please see his original video here.

A similar method can be employed using Indiscripts’ Indyfont script, but rather than swapping phrases with glyphs, will swap single characters.

Highlight Field Codes

The video also shows a method for highlighting field-codes when Data Merge is not in the preview mode. It relies on the [Basic Paragraph] style using a GREP style that contains a large highlight, and that any other styles in the document are based off of the [Basic Paragraph] style. It also means the document has to be styled correctly.

I’d demonstrated this technique following a real-world example of a live file where fields were very hard to see, and the file had to have an offset shell printed with variable data printed afterwards, so making sure the shell had no variable data on it was crucial. Using this technique would make finding the field codes much easier to see.

Double Quote bug

Also featured in the video was an issue that once again arose from a real-world example where a customer had provided a database that had double-quotes at the beginning of fields, but no closing quotes, resulting in rather unusual results.

 

Map GREP styles from one Paragraph Style to another… or many!

There’s no doubt that GREP styles are useful, but hiding the GREP style function within the Paragraph Style dialog box makes applying GREP styles difficult:

  • Previously saved searches made in the find/change dialog box cannot be selected;
  • GREP styles applied to one paragraph style cannot be easily applied to another existing paragraph style

Perhaps a GREP styles panel would be easier. The panel would be like any other panel available in InDesign, and would list the GREP searches by GREP style names (similar to Paragraph and Character styles). Upon double-clicking a GREP style, a dialog box would open and allow the style to be applied to one or many Paragraph styles at once, what Character style the GREP style should apply, and the ability to load previously saved GREP searches from the find/change dialog box (where appropriate).

Great huh? Well, there isn’t one. Perhaps enough people requesting such a panel on Adobe’s wishlist page might persuade the developers at Adobe make one… perhaps fix the footnotes feature at the same time – hint, hint!

Well, until the software developers at Adobe create such a panel, the next best thing is to use workarounds or third party solutions provided in the form of javascripts.

Map GREP styles from one Paragraph Style to one or many Paragraph styles:

A combination of two scripts by separate contributors on the Adobe Forums allowed what I had not thought possible to become possible – select a paragraph style with the desired GREP styles, and then select multiple destination paragraph styles for the GREP styles to be applied. The script can be found here.

Similarly useful GREP style utilities

Peter Kahrel has a page dedicated to his various GREP utilities. Apart from having many GREP tools, his utilities accomplish other GREP style tasks, such as:

  • Ability to map a newly created (or saved search) to one or many paragraph styles with a specific character style.
  • Ability to highlight the results of a GREP search in real time.

Marijan Tompa (aka Tomaxxi) has two GREP scripts, but of interest is TomaxxiGREP. This script presents a panel that shows what GREP styles are applied to highlighted text, and gives real-time ability to change the search code and character style of the GREP style without opening the Paragraph Styles panel.

General GREP assistance

Roland Dreger has a script that highlights the results of a GREP search in real-time in a similar fashion to Peter Kahrel’s GREP editor.

Jongware has a dedicated GREP help page and a script titled “whatthegrep” that takes a GREP search and shows in layman’s terms what is being searched for.

InDesignSecrets website has a dedicated page to providing information about GREP.

Virtuosi Media‘s website provided this gem that contains long GREP chains to find specific items such as date formats or, country postcodes.

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