Hi David and Bob,
Thanks so much for your feedback. I watched the video and think I understand the data merge better. I got a consultant to develop the InDesign document for me, but I don’t think what I want to do, will work. Sad ;-(
My requirements are actually a bit more complex it seems.
Simplified my data file looks something like this:
Client, ItemNumber, ItemName, Description, ClientLogo
A, 1, aName1, aDescription1, A.jpg
A, 2, aName2, aDescription2, A.jpg
A, 3, aName3, aDescription3, A.jpg
B, 4, aName4, aDescription4, B.jpg
B, 5, aName5, aDescription5, B.jpg
Where the idea was to produce 2 fillable PDF documents, one for client A and one for client B.
Each document has a table with ItemNumber, ItemName, Description as heading.
Client A has 3 items in the list and client B has 2.
The consultant changed the data file into:
Client, ItemNumber, ItemName, Description, ItemNumber2, ItemName2, Description2, ItemNumber3, ItemName3, Description3, ClientLogo
A, 1, aName1, aDescription1, 2, aName2, aDescription2, aName3, aDescription3, A.jpg
B, 4, aName4, aDescription4, 5, aName5, aDescription5, , , , B.jpg
The first problem was that the InDesign template had 3 rows (excluding heading). After I populated the document, the 2nd PDF has an empty last row in the table.
The second problem was that client C could have 20 items! Making the setup of the data file impractical.
Originally the client documents where developed in an Excel sheet, one for each client that contained the layout and the data for that client. We then Save As the sheet as PDF (not fillable). If some small common text changed we had to edit 50 Excel documents (one for each client) and Save each PDF manually. Our project was to create a template and rather Generate the PDF’s and make them fillable. We thought InDesign will work for this.
I guess I’m back to square one.
Thanks again.
Regards,
Walther