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Insight
Using Nested Styles to Control Complex Formatting in Adobe InDesign
By Galen Gruman
Dateline: December 5, 2005
Version: InDesign CS
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| It’s easy to fall into the habit of manually formatting your text, but that makes it hard to implement consistent formatting—even more so to change formatting as your design evolves. With nested styles, InDesign CS allows you to apply and control the complex formatting of paragraphs containing
a variety of styles. All you need to do is set up the rules of where and how each character style
is applied within a paragraph.
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Start by setting up a document and placing
enough text to at least begin working through
a design. Create the appropriate character
styles for your special elements. Now create
(or edit) your paragraph style. After you’ve set
a parent paragraph style, click Drop Caps and
Nested Styles to base your new styles off that
option. In this numbered list here, the parent
paragraph style dictates that a tab precede
the numbers and another tab follow them
to ensure the correct spacing and hanging
indent amount.
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Click New Nested Style to create the first
rule. In this example, the first nested style
didn’t need any character style formatting for
all text through the first tab, although you do
have the option of choosing a base character
style through the pull-down menu. (Access any
of the rules’ pull-down menus by clicking on
the current phrase.) The second nested style
used here applies the character style, “Num
List number-QX,” to all text up to the next tab.
That’s what makes the number appear as white
text on a gray circle since this character style
specifies the appropriate font and tint. Because
there are no more nested styles defined, the
rest of the paragraph takes on the paragraph
style’s formatting.
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Because this is in a paragraph style, all paragraphs
will now have these nested styles applied.
If you’ve manually applied either local character
formatting or a character style to your text
beforehand using nested styles, InDesign will not
override it. That’s because localized styles always
override character styles and paragraph styles,
and character styles always override paragraph
styles. You’ll have to apply “No character style”
to any text that has such local formatting for the
nested style to apply.
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That was a fairly simple example. Sometimes
you have more than one type of formatting to
apply, and you want to specify exactly how it is
formatted based on the layout context. Consider
a lead-in paragraph that has both a drop
cap in a different font and small caps applied
to the first line. Again, start by setting up your
document and placing enough text to at least
begin working through your design, and create
the appropriate character styles. In this intro
paragraph, I used a different font compressed
to 90% for the drop cap, then styled the first
line of the paragraph as small caps. Next, set up
the paragraph style by clicking Drop Caps and
Nested Styles in the pane. A drop cap is an independent
“rule”—you set it up using the Drop
Caps area, specifying the line depth, number of
characters, and any character style.
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Choose the desired nested style (here,
First Line Text), scope (through or up to), and
identifier (the default is Word). You’ll notice
that InDesign doesn’t give you an option such
as Line; all the identifiers are discrete elements
such as Character, Word, Sentence, Digit, and
Tab. So you’ll need to enter a manual identifier
in your text after the style is defined. InDesign
calls this the End Nested Style special character.
After using this option, notice how the entire
paragraph has that nested style. That’s because
there is no End Nested character style in the
text yet.
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Click OK to complete defining (or editing)
the paragraph style. Now insert the End Nested
Character at the appropriate place in your text
(Type > Insert Special Character > End Nested
Style Here). If you have hidden characters displayed
(Type > Show Hidden Characters), you’ll
see a light blue “” indicating that End Nested
Character in your text.
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Galen Gruman is a veteran desktop
publishing expert and author
of the “InDesign CS Bible” and “Face to Face:
QuarkXPress to InDesign.”
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