Insert Merge Codes for Vision Associated Grid Fields and Only Certain Records in the Grid

When you create a merge template in Adobe InDesign, you can insert merge codes that will display the contents of an associated gird field only for certain records (rows) in the grid.

This applies to Adobe InDesign merge templates that you create for the Project, Client, Employee, or Opportunity Info Center. For example, you might want the last name of only the employees who are designated as principals for the project to be included in a merge template for the Project Info Center. These employees have Principal entered in the Role column in the associated Employee grid (on the Team tab) of the Project Info Center.

To insert a merge code that displays the contents of an associated grid field for only certain records in the grid:

1. When you create or edit an InDesign merge template for a Project, Client, Employee, or Opportunity Info Center, on the Merge Code dialog box in Vision, select an associated grid table from the drop-down list in the Table field. If you need more instructions on how to create a merge template and open the Merge Code dialog box, see the "Create a Vision Merge Template with Adobe InDesign" help topic or the "Update an Adobe InDesign Merge Template in Vision" topic.
2. In the InDesign active text frame, click your mouse pointer in the location where you want to add the grid fields.
3. On the Merge Code dialog box, click Insert Begin/End Codesto insert a [Begin] code and an [End] code into the active text frame in InDesign.

   Example of what this looks like in the active text frame in InDesign:

   [Begin]

   [End]

4. In the InDesign active text frame, place your mouse pointer between the begin and end codes.
5. Return to the Merge Code dialog box, and from the Field drop-down list, select the associated grid field to insert between the begin and end codes in the merge template.
6. From the drop-down list in the Select Specific <xxx> field in the Options section, select the specific records from the associated grid table to display in the merge template.
7. Click Insert to insert the grid field and grid records merge code into the InDesign active text frame between the begin and end codes. Example of what this looks like in InDesign (Associated Employees is selected in the Table field; Employee Role is selected in the Field field; and Principal is selected in the Select Specific Role field):

   [Begin]

   [Employee Role|employeeRole||Employees|sysPR]

   [End]

   This adds only the employees whose role is Principal in the associated Employees grid to a merged document.

8. On the Merge Code dialog box, click Save.