Insert Vision Data into a Table in an Adobe InDesign Merge Template

When you create a merge template in Adobe InDesign, you can add Vision data in a table format.

To insert Vision data into a table in an Adobe InDesign merge template:

  1. When you create or edit an InDesign merge template in Vision, in the InDesign active text frame, place your mouse pointer where you want to insert a table.

    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. If you are creating a table that will contain only Vision standard fields (not fields from a Vision associated or non-associated grid): on the toolbar in the InDesign active text frame, click Table > Insert Table.
  3. If you are creating a table that will contain Vision grid fields (associated or non-associated grids) or a mix of standard and grid fields:
    1. In the Table field on the Vision Merge Code dialog box, select the Vision associated or non-associated table from which you want to add fields to a table in the InDesign active text frame. Then click the Insert Begin/End Code button.

      This inserts a begin code and an end code ([Begin] and [End]) in the InDesign active text frame where you had your mouse pointer.

      When you add Vision grid fields to a table format, the table must be inserted between a begin and end code. If a table does not contain grid fields, it does not require a begin and end code.

    2. Place your mouse pointer between the begin and the end code, then click Table > Insert Table on the InDesign toolbar.
  4. On the InDesign Insert Table dialog box, enter the table dimensions (number of rows, columns, header rows, and footer rows) and table style, and then click OK.
  5. In the table that displays in the active text frame, if you entered header and footer rows, enter header and footer text in the first and last rows.
  6. Click your mouse pointer in a cell of a data row, and then on the Vision Merge Code dialog box, select the field in the Field field that you want to insert in the cell, and click Insert.

    If you have not already selected a Vision database table in the Table field, you must select a table before you can select a field in the Field field. The field is inserted into the table in the InDesign active text frame.

  7. Repeat step 6 to continue adding Vision fields to each cell in a data row of the table in the InDesign active text frame.

    You can insert more than one Vision field in one cell in the table. For example, you can insert an employee's first name and last name fields in one table cell.

    You can insert both standard Vision fields and grid fields into one table as long as the table is between a begin and end code (that you added using the Insert Begin/End Code button on the Merge Code dialog box).

  8. When you finish adding fields to the table cells, save the merge template file.