Page 42 - Unanet CRM: Using Publisher with Adobe InDesign

Activity 4.3 – Uploading a Project List Template
In this activity, you will create list data formatting and upload a Project
List template from InDesign to Publisher 4.0.

Activity Steps

Part 1: Create List Data Formatting for Project Certifications
1. Select the Publisher Manager link.
2. Select Template Administration > Project List. The Project List
Administration page opens.
3. Select the List Data Formatting link.
4. Select the Create Format link in the List Data Formatting – List – Project
Certifications section. The List - Project Certifications List Format window
opens.
5. Type Standard_Cert_XX in the Format Name field.
6. Select the Document Data Dictionary link. The List - Project Certifications
List Format window opens. These are the available merge field names.
7. Press Ctrl+F.
8. Type award in the Search field.
9. Select %ProjectCertLevelAwarded% for Level Awarded.
10. Press Ctrl+C.
11. Return to the List – Project Certifications List Format window.
12. Select , %ProjectCertDateCertifiedMY%.
13. Press Ctrl+V.
14. Insert a space between the two variables, if necessary.
Your definition should look like this:

15. Select the Save button.
16. Close the Project List Data Dictionary window.

Part 2: Upload the Project List Template
1. Select the Document Templates link.
2. Select the +Upload Template link. The Upload Project List Layout Template
window opens.
3. Type Thumbnail_Cert_XX in the Template Name field.
4. Type Include project thumbnail – keyword publisher in the Instructions field.
5. Select the Choose File button. The Open window opens.
6. Select the Standard_ProjectList_XX.idml file.

LESSON 4: PROJECT LISTS ©2023 Unanet. All rights reserved. 42