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Adobe InDesign CS5 : Understanding Your Workspace (part 2) - Interface Menus

9/29/2011 3:49:43 PM
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Label Icons and Data Fields

For many of the interface controls, an identifying label icon appears next to a related data field. The icon gives you a visual representation of what the control’s function is. You can click this icon to select the current value that is displayed in the accompanying data field (see Figure 4).

Figure 4. Descriptive icons accompany each data field in the interface.



ToolTips

These little guys can be really helpful if you’re new to InDesign. Some of the label icons may be hard to decipher if you’re new to the interface, in which case it’s ToolTips to the rescue! Just hover your cursor over any tool, control, or panel name, and in a few seconds, a little yellow box appears with a description (see Figure 5).

Figure 5. You can refer to the ToolTip for a brief description of any interface control.


To determine how long it takes for a ToolTip to appear when hovering your cursor over an object, choose InDesign, Preferences, Interface (Mac) or Edit, Preferences, Interface (Win), and choose an option from the ToolTips drop-down list. Options include Fast (the default) or Normal. To disable ToolTips, choose None.

Interface Menus

In addition to the menu lists that are accessible from the menu bar, you can access a series of menus at various other places within the InDesign interface. The menus are broken down into four categories: Panel Menus, Footer Menus, Contextual Menus, and Drop-downs.

Panel Menus

Most of the panels contain additional options that you can access via the panel’s flyout menu. To display the flyout menu, click the panel menu icon located in the upper-right corner of the panel, where you can choose from several panel-specific commands (see Figure 6).

Figure 6. The menu options for the Swatches panel offer quite a bit to choose from.


If you can’t find the command you’re looking for from the menu bar lists, it’s always a good idea to check a related panel menu. You might be surprised at what you’ll find!

To display an alphabetical list of options in the panel menu, hold down Shift-Opt-Cmd (Mac) or Shift+Alt+Ctrl (Win) when you click the panel menu button.



Footer Menus

Footer menus behave exactly like panel menus; the only exception is that you must access them from the bottom of a window (such as the Glyphs panel or the document window) rather than from the top of a panel (see Figure 7).

Figure 7. The Glyphs panel footer menu shown here provides a great, quick and easy way to access different fonts and font styles.


Contextual Menus

Control-clicking (Mac) or right-clicking (Win) in the document window, as well as in certain panels and dialog boxes, gives you quick access to certain item-specific options (see Figure 8). These options are determined by which tool you have selected and where you click in the interface.

Figure 8. The contextual menu for the Pasteboard, which you can access by Control+clicking (Mac) or right-clicking (Win) with the Selection tool.


Drop-down Lists

Many of the panels and dialog boxes contain drop-down lists that provide additional options and settings, as shown in Figure 9. Click the blue arrows to access these drop-down lists.

Figure 9. The Control panel contains several drop-down lists that provide additional options for specific tools. Shown here are the stroke options available for the Line tool.


On/Off Controls

Some controls in InDesign simply need to be turned on or off. There are three simple ways to “hit the switch” for these controls: by clicking check boxes, option buttons, and toggle buttons.

Check Boxes

Certain controls in InDesign are turned on and off by checking boxes. A checked box indicates that the control is on, and an unchecked box indicates that it is off. To place a check in an empty box, click in it with your mouse or click once on its accompanying text-field description (see Figure 10).

Figure 10. The Knockout Group option enabled in the Effects panel.


Option Buttons

Various other controls in InDesign are activated by clicking an option button. You encounter these only when there are two or more choices for a control, in which case you can choose one, but never more than one at the same time. Clicking either the empty circle or its accompanying text-field description activates your selection (see Figure 11).

Figure 11. The Automatic Page Numbering option enabled in the New Section dialog box.


Toggle Buttons

Clicking a toggle button performs a simple, specific task. For example, clicking the Bridge icon shown here in the Application bar launches the Adobe Bridge application (see Figure 12). After Bridge is launched, clicking the toggle button brings Bridge to the front of your open applications.

Figure 12. The Go to Bridge toggle button gives you quick and easy access to the Bridge application.


Action Buttons

These buttons appear at the bottom of certain panels. Clicking one of them performs an action that is specific to the panel you are currently working with (see Figure 13). Although they are not labeled, hovering over them with your mouse launches a ToolTip description explaining what the button’s function is. To repeat the action, click again.

Figure 13. The New Swatch button for the Swatches panel.


Text Buttons

You can find text buttons in certain dialog boxes, such as Print, Package, Save, and Export. The button’s function is labeled with text rather than an icon (see Figure 14). Click the button to perform its specific action. The blue button (Mac) or the blue-outlined button (Win) is InDesign’s default choice, which you can also select by pressing Return (Mac) or Enter (Win).

Figure 14. The text buttons for the Print dialog box in Mac OS X.

Select Buttons

Select buttons are always arranged in related groups. Much like the option buttons described earlier, you can select only one button at a time from the group. Each button’s function is labeled with a descriptive icon, but if you’re still not sure what it does, you can always refer to the ToolTip by hovering over it with your cursor (see Figure 15).

Figure 15. The text justification buttons located in the Paragraph panel.


Toggles

Much like Photoshop and Illustrator, InDesign features toggle controls in its Layers panel. As shown in Figure 16, the two columns to the left of each layer are used for “toggling” options on or off. The left column toggles the layer’s visibility. The right column toggles the layer’s lock function.

Figure 16. The toggle controls for the Layers panel.


An icon appears in the column whenever a toggle control is activated; an empty box appears when it is not. Click in either column to toggle the layer’s visibility and/or lock function on or off.

If your document contains a large amount of layers and you can’t see them all displayed in the Layers panel, try selecting Small Panel Rows from the Layers panel menu. Doing so condenses the list vertically to fit more in the panel display.


Data Fields

Data fields enable you to enter specific numerical values. Click the label icon or control name to the left of the data field to highlight the current value and type (see Figure 17). You can also double-click directly in the data field and enter the preferred value.

Figure 17. Certain data fields enable you to adjust values in increments by clicking the up arrow and down arrow to the left of the number.


Some data fields are accompanied by a flyout list, which contains preset values to choose from (see Figure 18).

Figure 18. You can access the flyout list by clicking the arrow to the right of the data field.


Drop-down Sliders

Some data fields allow you to adjust a value by using a drop-down slider. To make the drop-down slider visible, click the arrow to the right of the number. You can then click and drag the slider arrow to the left or right to adjust the value (see Figure 19). Watch the current value that is displayed in the data field change as you click and drag: lower values are to the left and higher values to the right. You can also click anywhere on the slider line to place the arrow at that exact value.

Figure 19. Some data fields contain drop-down sliders. Shown here is the drop-down slider for the Effects panel Opacity field.


Visible Sliders

Other data fields have a slider control displayed right next to them rather than hidden in a drop-down (see Figure 20). These sliders are always visible within the panel. You can use these sliders to adjust values in the same way as the drop-down sliders.

Figure 20. The visible sliders for the Color panel.

 
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