Select Specific Rows from a User-Defined Grid to be Included in an Adobe InDesign Merge Template

You can choose to have data from some of the rows (records) in a custom grid (rather than from all of the rows) in an Adobe InDesign merge template.

To choose data from only some of the rows in a custom grid to include in an InDesign merge template:
  1. In Vision Configuration > General > User Defined Components, create a custom grid on the Custom Grids tab for an Info Center application.
  2. In the Custom Columns grid, enter the various columns that you want for the grid.
  3. In the grid, add a column that will serve as a check box that you will select when you want to include only some rows of the grid data in the merge template.

    For this column, you must select Checkbox from the drop-down list in the Data Type grid field and select the check box in the Merge Template Specific Selection grid field.

    You can select the Merge Template Specific Selection check box for only one custom column (row) in the Custom Columns grid.

  4. In the Info Center in which the custom grid displays, select the specific rows (records) in the custom grid for which you want to include data in the merge template. To do this, select the check box in the grid column that you created in User Defined Components (steps 3) specifically for this purpose.
  5. When you create an InDesign merge template in Vision Merge Templates Configuration, select the name of the check box column (that you created in User Defined Components for this purpose) in the Select Specific <custom grid name> field in the Options section of the Merge Code dialog box.

    When you select this option, you include only the specific records that you specified in the Info Center (step 4).

For an example, see "Example for Selecting Specific Rows from a User-Defined Grid to be Included in an Adobe InDesign Merge Template."