Working with Dynamic Page Sets

Introduction

A Dynamic Page Set can be used to set up a “Page Set” that can create a new page for a repeating element in your data source or even show or hide the entire Page Set based on a conditional test of your data.

This article aims to cover the following topics:

  • Creating a Dynamic Page Set
  • Editing a Dynamic Page Set
  • Removing a Dynamic Page Set
  • Dynamic Page Set Properties

How to create a Dynamic Page Set:

1. “Add new page set” button

  • Form the “Ribbon” select the “View” tab and from “Document Views” section, and click on the “Pagination” option
  • Click on the “Add new page set” button situated on the upper part of the “Pagination” menu, and select “Add new Dynamic Page Set” option

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2. “Convert to dynamic Page Set” option

  • From the “Ribbon”, select the “View” tab and from “Document Views” section, click on the “Pagination” option
  • Notice that all the “Page Sets” are present in the “Pagination” menu
  • Click on the “Interactive” menu of the desired “Page Set” and select the “Convert to dynamic Page Set” option

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3.  Use the “Is Dynamic” option

  • From the “Ribbon”, select the “Page Layout” tab and from “Pages” section, click on the “Add new Page Set”/”Edit Page Set” options
  • From the “Dynamic Page Set” category situated in the upper-left side of the newly opened menu, enable the “Is Dynamic” option
  • Note: A “Dynamic Page Set” can be converted to a “Static Page Set” by disabling “Is Dynamic” option.

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How to edit a Dynamic Page Set:

1. From the Ribbon

  • From the “Ribbon” select the “Page Layout” tab and from “Pages” section, click on the “Edit Page Set” options

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2. From the “Interactive” menu

  • From the “Ribbon” select the “View” tab and from “Document Views” section, click on the “Pagination” option
  • Notice that all the “Page Sets” are present in the “Pagination” menu
  • Click on the “Interactive” menu of the desired “Page Set” and select the “Properties” option

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How to Delete a Dynamic Page Set:

  • From the “Ribbon” select the “View” tab and from “Document Views” section, click on the “Pagination” option
  • Notice that all the “Page Sets” are present in the “Pagination” menu
  • Click on the “Interactive” menu of the desired “Page Set” and select the “Delete” option
  • Note: the template must have at least a Page Set.

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Dynamic Page Set properties:

1. Conditional property

You can set up your Dynamic Page Set to be included or excluded from your document output, based upon a conditional test of your data source. Follow the instructions below to accomplish this:

  • Choose the "Select Value" button to the right of the Condition field. 
  • Select a data point from the "Create Condition" Dialog, choose a condition type, and then specify the criteria of your condition using the drop-down menu and adding the value you wish to test for.
  • When you are satisfied with your condition setup, select "Insert".

Notes:

  • This option will only be present if the Dynamic Page Set option is enabled.
  • From the Page Set Dialog, you can use the "Select Value" button to make adjustments to your repeating configuration or you can select the X to remove this repeating set up for your page set

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2. Sorting property

You can set up your Dynamic Page Set to sort the data that is being used from your Dynamic Page Set properties. Follow the instructions below to accomplish this:

  • Choose the "Select Value" button to the right of the Sort field.
  • In the "Edit Sort" Dialog select the "Add rule" button.
  • The "Add Sort Criteria" Dialog is now displayed. You will need to select from the available options in the Data Tree which value to sort by. Your selection will be highlighted in the Data Tree. When finished, select "Insert" and you will be returned to the Page Set Dialog.
  • You will now notice the expression is set for the Sort Criteria. Now select the data type of this value, the order in which to sort, and case order if applicable to alphabetical sorting. You can continue to add multiple sorting rules by selecting the Add rule button.

Notes:

  • This option will only be present if the Dynamic Page Set option is enabled.
  • From the Page Set Dialog, you can use the "Select Value" button to sort the data based on a variety of conditions.

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3. Repeating property

You can set up your Dynamic Page Set to create a page for every occurrence of a repeating element in your data source. Follow the instructions below to accomplish this:

  • In the "Pagination" Pane select the Page Set that should be conditional. From the "Options" Menu, select the "Properties" option.
  • Navigate to the "Dynamic Page Set" section in the "Edit Page Set" Dialog.
  • Choose the "Select Value" button to the right of the Repeat field.
  • The Dynamic Value Dialog will now be displayed. You will need to select the repeating element in your data source that you wish to have a new page created for. Notice that your selection will be highlighted in the Data Tree. Alternatively, you can choose "Create Expression" to create a more complex expression manually. When you are finished, select Insert.

Notes:

  • This option will only be present if the "Dynamic Page Set" option is enabled.
  • From the "Page Set" Dialog, you can use the "Select Value" button to select the element for the  repeating configuration

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4. Parent Set property

Specifies the parent page set. A dynamic page set which has a specified parent set will be repeated every time the parent set is repeated. Follow the instructions below to accomplish this:

  • In the Pagination Pane, select the Page Set that should be dependent on another Page Set. From the Options Menu, select the Properties option.
  • Navigate to the Dynamic Page Set section in the Edit Page Set Dialog.
  • Select the Parent Page Set after which the Page Set will be repeated.

Notes:

  • This option will only be present if the Dynamic Page Set option is enabled.
  • From the Page Set Dialog, you can select the desired Parent Set
  • The "child Set" will be displayed after each repeat of the "Parent Set"

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