Fixing tagged text in Portrait template presets

Modified on Mon, 11 Feb 2019 at 02:02 PM

Portrait templates are described in detail in this article.

A selection of quick portrait template presets is available on the Editor's layout tab,


These include an assortment of school- and sports-themed options for your portrait & labels.


If you apply the demo portrait template without editing it, you may find that the labels do not generate correctly. This is caused by a mismatch between the tag text frames in the template and your custom index.


Index categories

Index file formatting is described here in detail. First and last name columns must be identified as FName and LName in the header row. This will ensure that basic labels will generate properly.


Other columns/categories will have discretionary names. For instance, an index for a sports team may contain jersey numbers, position names, and other related information, and these categories can have any name of your choosing (Jersey, Number, Position, Role, Title, Job, etc.).

For example, in this index a category named A is used for the Jersey number and the category of Role is used for the Team position number:


Editing the Portrait Templates

To ensure the portrait templates match your index categories, you can customize the template.

In the Editor's Layout tab, select a template, then click Edit.


The template will launch in the Portrait template editor.

Select a tag text frame to see what tag name is being used.
 

In the case of Sports(03), tagged text frames are pointing to categories named Jersey and Position. 

These categories do not exist in the current Index associated to the project. Instead, this information is under categories named A & Role.


To fix the tag, select a frame, then edit it the following manner, to ensure that the formatting is retained (font, color choices).


Save your edited template under a new name.


And apply it to your composite frame in the Editor's layout tab:


Your composite set can now generate labels with information found in your Index.

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