🚀 Invent Tips & Tricks 🚀

Picture of 🚀 Invent Tips & Tricks 🚀
Read our handy storefront styling tips and tricks!

Invents Most FAQs

Have a look through some of our most commonly asked questions to see if yours has already been asked, and ideally answered.

1. Does Invent support Master Pages?

Master Pages can only be used with static content. If you are wanting to create variable fields on a Master Page and use them throughout your document then unfortunately this is not currently supported. Variables fields used on a Master Page will just be ignored.

2. How can I tell what version of the Invent plugin I am using?

If you want to find out that you are using the latest version, or if our support team ask you the question to help with a support ticket, then in the Invent panel in InDesign click on the burger menu button in the top right hand corner. Then click 'About'.

mceclip0.png        mceclip3.png

3. Where can I find my log files?

If you have encountered an issue it is likely that our Support Team will ask you to provide your InDesign file along with the Invent logs plus the mex file in order for us to help troubleshoot.

In order to locate your Invent log files simply navigate to the following directory:

PC - C:|Users\YOURUSER\AppData\Roaming\InfigoInvent

Mac - ~/Library/Preferences/InfigoInvent

In here you will find two log files - infigo-combined.log and infigo-error.log OR

We have linked the log files to the ABOUT pop up window as listed above - see image below

Screenshot

4. What versions of InDesign are supported?

Officially, we test against and actively support the latest version of InDesign (currently 16+)

5. Does Invent support Elipse and Polygon Frames?

No. Invent only supports rectangle frames.

6. Does Invent support Adobe Cloud Fonts?

No. Currently the plugin will not include Adobe Cloud Fonts in a succesful export package.

7. Can you have multiple line heights in a single Text Frame?

Yes, however at the moment Invent only supports a uniformed line height to be applied to different text within a Text Frame. Similarly to how it works in MegaEdit a percentage can be applied to the whole frame so this percentage between the text height and line height needs to be consistent within a single Frame. 

8. Can I use Invent to create my MegaEdit product and then make further changes in MegaEdit directly?

Yes, this is a valid scenario - especially if there are things that you find that Invent doesn't support yet. For example Batch, which is coming, but you could use Invent to create your product and then from admin enable and configure batch directly. Please note if you upload a new mex package it will update and overwrite any changes you have made previously in Megaedit directly.

9. How do I install an updated version of the Invent plugin if I already have one installed?

Its very simple infact. Download the latest Invent plugin and then open up your Anastasiy Extension Manager. Highlight your version of InDesign from the list of Adobe Products in the left hand menu and then click on Install. Select the newly downloaded Invent plugin file and BOOM, your plugin is updated.

Invent Supported and Unsupported Features

MegaEdit Features

Create Products

  • Single page documents
  • Fixed page count
  • with or without bleed (bleed can be only uniform)​

Create and manage MegaEdit resources (to be used directly as if created in Admin):

  • Cliparts
  • Fonts
  • Backgrounds

Settings to control for all field types:

  • Visibility
  • Size, Position & Rotation​
  • Name & Tags
  • Placeholder text
  • Restrictions (allow selection/movement/etc)
  • Background
  • Static background
  • Mapped to variable

Settings to control for text fields:

  • Text Value
    • Static
      • Optionally with variables within the text
    • Mapped directly to Variable
  • Font (also bold/italic variants)
    • Static
    • Mapped to Variable
  • Font Size
    • Static
    • Mapped to Variable
  • Text Color
    • Static
    • Mapped to Variable
  • Fit to box
  • Text- & Render Mode
  • Alignment, LineHeight & Char Spacing (once per field)
  • Richtext when supplying static text:
    • Font
    • Font size
    • Color
    • Spot Colors
    • Text decoration

Settings to control for image fields:

  • Mapped cliparts (changing the image)
    • Static
    • Mapped to Variable
  • Effects & Render mode
  • Opacity
  • Tint
  • Alignment
  • Image specific constraints

 

InDesign integration specific features

Additional resource types

  • text library (plain text entries)
  • colour sets (including spot colour)

Variables & forms

  • Variables working similar to ME batch feature used in UI to build up a form
    • Constraints configurable
    • Form types
      • Single form for all pages
      • Individual form for each page
      • Optional popup form
    • Types
      • Text
      • Boolean
      • Color
      • Number
      • Dropdown
        • Linked to values
        • Linked to resources (e.g. cliparts)
      • Date
      • Time
      • Image

Other features

  • Text suppression for variable usage
  • Grouping feature
    • Multiple hierarchy levels
    • Enforce uniform font sizes (with constraints)
    • Suppresion and dynamic movement of groups
    • Master/slave setup for fields within groups​
  • Rectangle Frames Only
  • Complex Logic

 

Unsupported Features

In this first launch version of Infigo Invent, anything not mentioned above is deemed as unsupported.

MegaEdit features not supported

  • Upload media option in form (only support for clipart for now)
  • Barcodes
  • Text shadow
  • Text flow
  • Raster masks
  • Text library items with rich text features
  • Advanced page setups
    • Spreads
    • Variable page counts (incl. default layouts)

InDesign only features not supported 

  • Text settings not supported in MegaEdit 
    • Super/sub script
    • Advanced glyph placement (kerning/shearing etc)
    • Justification alignments
    • Multiple leadings or character/word spacing configured within a single frame
  • Advanced clipping paths (polygons, vector masks)
  • Adobe cloud fonts are currently not supported
  • Use of keyboard tabs
  • Space before, Space after, Space between paragraphs 

What are Invent Variables?

Variables within Invent are used to create forms for your products and there are a number of different types of variables that we allow you to use:

  • Text
  • Boolean
  • Colour
  • Number
  • Dropdown
  • Date

These can all be used to create form elements to offer users the ability to change things like text values, font, font colour, font size, background colour, image values and much, much more.

Variables can also be used in your InDesign Text Frames to provide personalised values within a continuous text block

Watch our related Academy content here for more information: https://youtu.be/GszdsT2dQrI 

What are Invent Resources and Resource Sets?

You'll see the term 'Invent Resources' and 'Resource Sets' mentioned throughout the Help Centre articles and videos on Invent and these are essentially collections of assets that can be used to help create the MegaEdit product.

They can created as resources that the customer has access to and can choose from, or can be hidden away and there purely to facility the functionality and design of the product in order for it to work.

We have a number of different types of Resources Sets that you can choose from 

Resource Sets

We offer a number of different Resource Set Types in Invent.

  • Backgrounds
  • Cliparts
  • Fonts

These you will be familliar with from the current MegaEdit resource categories (background categories, clipart categories, font categories)

  • Text Library
  • Colours

Background Sets

Backgrounds can be used on the product as the decoration behind the design, which sits behind all other fields and assets on the product.

Creating a Background Set allows you to create a container to upload all the Background assets you want to make available to the MegaEdit product. These then get created and included as a Background Category in Infigo once imported.

Clipart Sets

Cliparts can be used as extra design elements on a product either as fixed assets on the design or as options for users to select from when personalising their MegaEdit product.

Creating a Clipart Set allows you to create a container to upload all the image files you want to make available. These then get created and included as a Clipart Category and Clipart's within it in Infigo once imported.

Font Sets

Fonts obviously control the font styles in the document and by uploading additional fonts you can allow the users to select from more choice.

Creating a Font Set allows you to create a container to upload all the fonts which then get created and included as a Font Category in Infigo once imported.

Please Note: We do not currently support Adobe Cloud fonts, so we will only export locally installed fonts initially. Please ensure you have correct licensing for any fonts you are exporting from InDesign. Infigo are not responsible for any font mis-use.

Text Library

The concept of a Text Library existed in the Infigo Designer plugin and allows you to create predefined text options that the user can potentially select from when creating their product. A good example for this is on a Business Card where you may want to limit the number of addresses they can select from so you can create a Text Library with an entry for each address, and when the user selects one it populates the address details of the one they have selected.

A Text Library on its own will not do anything, it needs to be attached to a variable to allow it to be used which we cover in later articles.

Colour Sets

Colour Sets, like the Text Library, is a collection of colours that you can create and name and then use elsewhere in the product. A good example of this providing a limit set of colours for the user to select from when personalising various parts of their MegaEdit product.

What are Invent Forms?

One of Invent's many powerful features is the ability to easily create a form in MegaEdit to help drive the personalisation experience. Not something that prior to Invent was easily possible - without a degree in computer science and a complex custom MegaEdit script.

Now its simple and easy, and anyone can do it.

The form is built based on the Variables you have already created and we offer a number of different options to personalise and control the way the form is presented to your users.

Watch our Academy Video here to learn more about Invent Forms: https://youtu.be/F12HWe9_OPo 

Why Is My MEX File Not Exporting in Infigo Invent Plugin?

1. Overview

Exporting a MEX file in the Infigo Invent plugin is crucial for managing templates in your Infigo storefronts. Occasionally, users may encounter issues where the export appears successful but no file is generated in the specified folder. This guide explains the common cause of this issue and provides step-by-step instructions to resolve it effectively.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.


2. Contents

  1. Overview
  2. Contents
  3. Key Points and Takeaways
  4. Key Settings
  5. Scenario-Based Guide: Resolving Export Issues
  6. FAQs
  7. Alternate Search Terms

3. Key Points and Takeaways

  • Exporting MEX files to cloud-synced folders like OneDrive may prevent the file from generating.
  • Setting the export path to a purely local folder resolves this issue.
  • The issue is a known limitation and may be addressed in future updates.

4. Key Settings

  • Export Path Configuration:
    • Path: Inside the Invent plugin, ensure the export path is a local directory, such as C:\Users\[YourUsername]\Downloads.
    • Explanation: Cloud-synced folders can disrupt the file-writing process, causing incomplete exports.

5. Scenario-Based Guide: Resolving Export Issues

Problem:
When exporting a MEX file, the plugin shows a "saved" message, but no file appears in the selected folder. This often happens when the folder is part of a cloud-synced service like OneDrive or Dropbox.

Solution:

  1. Open the Invent plugin in Adobe InDesign.
  2. Navigate to the "Export MEX" function.
  3. Change the export folder to a purely local directory, such as C:\Users\[YourUsername]\Downloads.
  4. Retry the export process and verify that the MEX file is now saved in the selected folder.
  5. If the issue persists, ensure the Invent plugin and Adobe InDesign are up to date.

Why This Works:
Cloud-synced folders like OneDrive may block or interfere with the file-writing process of the Invent plugin. Switching to a local directory bypasses this limitation, ensuring successful export.


6. FAQs

Q: Can I export directly to a OneDrive folder?
A: Currently, exporting directly to a cloud-synced folder is not supported. Use a local directory for successful exports.

Q: The MEX file still isn’t generating. What else can I do?
A: Ensure that Adobe InDesign and the Invent plugin are up to date. Double-check the folder path to confirm it is accessible and local.

Q: Is this a bug? Will it be fixed in future updates?
A: This issue is a known limitation and has been flagged with Infigo's development team. Future updates may address this functionality.


For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

How to Add Variables in Invent

In this article we will walk through how to create a Text Variable and then later how you can then use it to power your product personalisation.

Creating a Text Variable

To start adding variables you simple need to navigate to the Variables tab in the Invent plugin panel and the click the 'Add Variable' button.

The first thing you will be asked is what type of variable you would like to create. You can see the list of variables types available to you here but in this example we are going to create a Text Variable because we want to create a form that will ask the user for some text.

 

mceclip1.png

So I select 'Text Variable' from the above screen and similar to the Resource Sets I am presented with a form to populate the name, and some additional options. The concept, again, is similar for all Variable types but the information requested varies slightly.

 

So like all variable types, I am asked to provide a name for the Variable, along with Label and Help text that will appear on the form when the variable is used.

For the Text Variable I also get the option to select if it should be a Single Line, Multi Line or Rich Text 'Mode'. Depending on what you select here it will change the form control that is used in the form. Single Line will show a single text box, Multi Line will show a text area input and then a Rich Text will show a text area input but with some font editing controls like colour, font and size that can be applied to the text you input in that form element.

For Single Line and Multi Line we also provide some Validation options so that you can control, to a degree, what type of text you are expecting the user to input here. A good example of this is if you are creating a variable to accept an email address you can select our preset email Regex that will ensure the user inputs a valid email address format.

mceclip0.png

Once happy with your variable, click Save.

Now, like with the Resources you will see your created Variable in a list underneath the Variables tab. From here you can edit or delete any existing variables.

mceclip2.png

 

Creating a Variable from a Text or Image Frame

An alternative to creating all your Variables upfront, via the method above, you can also create them from your Text and Image frames.

Select one of your Text Frames, for example, and then enable it underneath the Properties tab (as shown here). Then click on the button 'Link to a new variable'

mceclip0.png

This will take you to the same Variable Type selection popup where you can choose which Variable you want to create and then on to the editing page. If you are creating a Text Variable in this way then if your Text Frame contained some default text in it then this will be carried over as the default value in the Variable too. Also, once you save that Variable it will already be assigned to the Text Frame ready for it to be used. We go into this in a bit more detail in the next article.

How to Use Avatars as Variables in Invent

Use case: You want to automatically populate a design field in Invent (MegaEdit) with a registered user’s avatar and optionally prevent customers from changing their avatar.


1. Overview

In Infigo, you can prepopulate a product’s image field with each registered user’s avatar. This is especially useful for products such as ID badges, business cards, or any design where an end user’s photo is needed by default. Once avatars are set, you can also decide whether customers can change their avatars or if you’d prefer to disable this feature entirely.


2. Prerequisites & Notes

  • You must have user avatars enabled initially so that each registered user has or can be assigned an avatar.
  • This feature does not work for storefront administrators. It only works for end-users (registered customers).
  • Disabling avatars after assigning them will remove the user’s ability to upload or change their avatar, but the previously saved avatar will still populate on designs if your settings hold the previously uploaded file.

3. Step-by-Step Guide

3.1 Set Up Your Invent Product with the prepopulate_avatar Tag

  1. Open your Invent template (MEX file) in MegaEdit (Designer).
  2. Tag the relevant image field with prepopulate_avatar.
    • For example, select the image field in your design, then add prepopulate_avatar as a Tag in the field’s settings.
  3. Export the template (MEX) with the changes, and then re-import it into Infigo.

Note: This tag tells the system to look for the user’s avatar and place it in this field automatically.

3.2 Enable the Prepopulate Data Script

  1. Go to Product Management > MegaEdit Config for your chosen product.
  2. Under Scripts, tick/enable the “Prepopulate Data Script.”
  3. Save the configuration.

3.3 Test as a Registered User

  1. Log in with a test (non-admin) user that has an avatar.
  2. Open it in the MegaEdit Editor.
  3. You should see the avatar pre-populated in the tagged image field.

Important: This will not work for admin accounts, as the script is specifically designed for customer-facing user profiles.


4. Disabling or Restricting Avatars

If you wish to prevent your customers from changing their avatar after you (or they) have uploaded it:

  1. Disable Avatar Uploads:

    • In Admin > Customer Settings , find the Avatar related settings.
    • Toggle off “Allow Customers to Upload Avatars” (or a similarly named setting).
    • Once disabled, customers cannot edit or upload a new avatar, but any previously uploaded avatar should remain in place (though you should always test your specific storefront to confirm).

Note: There is no partial setting to allow only storefront administrators to set avatars. Avatar settings are either on or off for all customers.


5. Troubleshooting & Tips

  • Caching Issues: If you notice the avatar still populates after toggling the setting off, clear your site cache or do a test in an incognito window to confirm final behavior.
  • Accidental Admin Testing: Remember that admins will not see this feature applied to them, so always test with a normal user account.
  • Avatar Cropping or Quality: Make sure your default avatar dimensions and image quality are set appropriately so that your designs display well.

6. Additional Resources

How to Create and Use Forms in Invent

This article will walk you through the simple steps of how you can easily use your Invent Variables to create form driven personalisation.

 

In previous articles we walked you through creating Invent Variables and so now you have these we can start building up your form.

In your form you can order add and remove your variables, re-order them, group them and choose where you would like them to be displayed to the user.

 

Creating a simple Form

To start, simple click 'Setup Form' found under the Variables tab. Here you will be shown the form designer.

 

By default the form designer will create you a single form and all your available Variables will be added to it. This means the form will appear on all pages, and so will all the variables.

mceclip0.png

 

We have several options for how you want the form to be displayed:

  • Single Form - This is the default value and means all variables assigned will always be shown on all pages
  • Single Form as a Popup - An additional option that allows you to, instead of taking up space for the form in MegaEdit instead show a button that when clicked will display the form in a popup.
  • Per Page Form - This allows you to have a different form for each page of your product. Here you can control which variables should be displayed on which page form allowing, in some situations, better contextual editing for the end user.
  • Per Page Form as a Popup - Similar to above but the button will display the relevent form depending on which page you are on in MegaEdit.

In order to change the type of form you want to use simply click on the 'Switch' button in the top right hand corner on the Form Designer popup.

 

 

 

Variable Groups

However, there is more. We also support the ability to group your Variables to make your form more structured and visibly appealing to the end user.

To create a group simple click the 'Use' button next to the group in the bottom left hand corner

mceclip1.png

It will then prompt you to name it and select its default location.

Once added you will notice the group containers added to your Form, ready for you to start adding variables to them

mceclip2.png

Then simple use the drag button to click and drag each of your variables into the relevant group.

 

This then translates into labelled form sections in MegaEdit

mceclip3.png

How to Download, Install and Enable the Invent Plugin

Excited to get going and starting using our Infigo Invent plugin? Well, you're in the right place.

This article will walk you through the simple steps to get up and running so you can revolutionise the way you build your MegaEdit products.

Downloading Invent

In order to start using the Infigo Invent InDesign plugin you need to download two components (well, 3 if you include Adobe InDesign itself 😊):

The first is the Invent plugin and you can get your hands on this by contacting our support team - they will send you the relevant file. Then simply download it and store it somewhere safe.

The second is using one of two of our available Adobe Creative Cloud Extension Manager applications. The first is from Anastasiy, which you can download from here - https://install.anastasiy.com/ - selecting either Windows or Mac depending on your operating system. Once downloaded, simply run the installer and follow the helpful wizard.

The second is from AEScripts and can be downloaded from here - https://aescripts.com/learn/zxp-installer/

Installing Invent

Start by opening the Anastasiy's Extension Manager you downloaded and installed in the previous step.

Then from the left hand side select 'InDesign' from the list of Adobe Products (If you cannot see InDesign listed it is probably because you do not have InDesign installed on that machine)

Then select 'Install' from the menu at the top and locate your downloaded Invent plugin file. Select the plugin and then click OK. The Extension Manager will now install the plugin so that it can be used in your InDesign application.

You should receive a confirmation popup that everything was installed correctly.

 

install-invent.gif

 

NOTE: If you do encounter any issues during installation, first try uninstalling everything and starting again,.

 

If you encounter problems using Anastasiy's extension manager then you can download and install the AEScripts version.

Once installed and open, simply select 'Open' from the file menu and then navigate to your downloaded Invent plugin file in your directory explorer and click install.

ezgif.com-video-to-gif.gif

If that doesn't work then take a look at our Manual Installation Guide otherwise raise a ticket with our Support Team.

 

Enabling Invent

Once installed you’ll need to open Adobe InDesign, if you’ve installed Invent whilst InDesign is open please close it and then reopen it again - Infigo Invent will not show in the list until you do so. To enable Invent you need to, in InDesign, select ‘Window' > 'Extensions' > 'Infigo Invent' from the InDesign menu. Once you have it open, if you’d prefer you can also dock the plugin with all the other InDesign panels.

 

Now you have all the tools you need to start Inventing!

How to Export your Invent Template

Created a beautifully designed variable InDesign file and now want to see it in MegaEdit? Easy. The next two articles will walk you through the simple steps to go from InDesign to ordering the product on your Infigo storefront.

Save your file

Firstly, you need to ensure you save your InDesign file. We suggest doing this regularly anyway but before every Export you must save the file.

Export

Navigate to the Export tab in the Invent plugin panel. Here it will display a summary of your Invent Package as a quick sanity check to ensure you are happy prior to exporting. Here you can see the total count of fields and variables, the different resource sets that will be included and what they contain, the number of pages and the overall package size.

The first thing you need to do though is simply set the location and name of your Export File by clicking on 'Set Export File'.

NOTE: At this point if you have not saved your file or if any of the validation fails for your Invent Package it will display this here and potentially prevent you from exporting until they are resolved.

Now click on the 'Export' button to create your very own Infigo Invent package.

How to Manually Install Invent

Please ensure you If you have tried the steps in the simple installation article using Anastasiy here but the installation has not successfully completed then we have steps for you to manually install Invent for both MacOS and Windows below.

 

Prior to attempting to manually install Invent, please ensure you have upgraded your InDesign to the latest version. 

 

Installing Invent manually on a Windows machine

Follow these simple steps below to install Invent on your machine if your operating system is Windows.

  1. Rename the Invent plugin file extension from .zxp file to .zip
  2. Then unzip the zip file into its own folder
  3. Drag that unzipped folder into the following  directory - C:\Program Files (x86)\Common Files\Adobe\CEP\extensions\
  4. In your Windows search panel type 'regedit' to locate your Registry Editor.
  5. Locate HKEY_CURRENT_USER/Software/Adobe/CSXS.11
  6. Create a registry entry by Right clicking on the CSXS.11 folder and then hover over New and then select 'String Value'.
  7. When the new entry is created update the name to 'PlayerDebugMode' then double click it to set the the String value of 1

You have now manually installed the Invent plugin

 

Installing Invent manually on a MacOS machine

Follow these simple steps below to install Invent on your Mac.

NOTE: These steps may vary slightly from different OS versions

  1. Rename the Invent plugin file extension from .zxp file to .zip
  2. Then unzip the zip file into its own folder
  3. Some people report that they must use Stuffit Expander to unzip it as the OS X utility does not work for them.
  4. In Finder Menu choose go->go to folder and enter the following folder name ~/Library/Application Support/Adobe/CEP/extensions folder
  5. Move the unziped folder from the previous step into this folder
  6. Open a terminal window and execute the following command:
defaults write com.adobe.CSXS.11 PlayerDebugMode 1

You have now manually installed the Invent plugin

If either of these manual installation approaches still do not work for you then please raise a ticket with our Support Team

How to Create a Customizable Coloured Box

This guide explains how to create a customizable colored box in Infigo's MegaEdit by configuring the template in Invent (Infigo's Adobe InDesign plugin). This setup allows users to select a color from a predefined palette without requiring clipart or placeholder images. This feature is ideal for products like signage, labels, or customizable templates where users need to choose specific colors for design elements.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.


2. Contents

  1. Overview
  2. Contents
  3. Key Points and Takeaways
  4. Key Settings
  5. Scenario-Based Guide
    • Scenario 1: How to Configure a Color-Editable Box in Invent
    • Scenario 2: How to Import and Finalize the Box in MegaEdit
  6. FAQs
  7. Alternate Search Terms

3. Key Points and Takeaways

  • The primary configuration for the colored box occurs in Invent, including setting up fields and linking a dropdown variable to an Invent created Color Resource Set.
  • After the template is configured in Invent, it is exported and imported into MegaEdit for use on storefronts.
  • A Color Resource Set defines the list of selectable colors.
  • A dropdown variable linked to the Color Resource Set allows users to choose a color.
  • Disabling "Allow Selection" ensures the box is not editable as a text field.

4. Key Settings

The key settings for creating a customizable colored box span both Invent (Infigo's plugin for Adobe InDesign) and MegaEdit, as outlined below:

1. Creating a Colour Resource Set (Invent)

  • Path: Admin Panel > Resources > Colour Resource Sets
  • Explanation: A Colour Resource Set defines the list of colors for eventual use in other areas of Invent (such as within variables).
  • https://academy.infigo.net/academy/p/329

2. Creating Dropdown Variables (Invent)

  • Path: Admin Panel > Forms > Variables
  • Explanation: This created variable will be linked to our color resource set and display its contents. These variables are displayed within a form to allow direct and efficient user interaction.
  • https://academy.infigo.net/academy/p/327

3. Creating a Text Field (InDesign Core Feature)

  • Path: Within InDesign, use the text tool to create a placeholder for the colored box.
  • Explanation: The text field serves as the visual element that will be modified by the selected color. The text input capability should be disabled if not required.

4. Linking Dropdown Variables to Created Text Fields (Invent)

  • Path: Within Invent, open the properties of the text field and locate the "Data Mapping" or "Variable Binding" section.
  • Explanation: This links the dropdown variable (created earlier) to the text field, enabling the field to reflect the selected color.

5. Exporting to MEX File for Import into MegaEdit (Invent)

  • Path: Invent > File > Export Infigo Template
  • Explanation: After configuring the template, export it as a MEX file. This file is imported into MegaEdit to make the functionality available on the storefront.

5. Scenario-Based Guide

Scenario 1: How to Configure a Color-Editable Box in Invent

Problem:
You need to set up a template in Invent where users can select a box color using a predefined palette.

Solution:

  1. Create a Color Resource Set:

    • Navigate to Admin Panel > Resources > Color Resource Sets in your Infigo Admin Panel.
    • Create a new resource set and define your desired colors.
    • Save the resource set.

    Note: Include a screenshot of the resource set creation interface.

  2. Add a Dropdown Variable:

    • Go to Admin Panel > Forms > Variables.
    • Create a new variable of type "Dropdown."
    • Set the "Dropdown Options Mode" to "Resource" and link it to your Color Resource Set.
    • Save the variable.

    Note: Include a screenshot of the dropdown variable settings.

  3. Set Up the Box in Invent:

    • Open the product template in Invent.
    • Add a text field where you want the colored box to appear.
    • In the field’s properties, disable "Allow Text Input."
    • Link the dropdown variable to this field in the properties panel under "Data Mapping."
    • Save the template.

    Note: Include a screenshot of the field properties in Invent.

  4. Export the Template:
    • Export the configured template from Invent by selecting File > Export Infigo Template.
    • Save the exported file.

Scenario 2: How to Import and Finalize the Box in MegaEdit

Problem:
You need to make the configured colored box functional for end users in MegaEdit.

Solution:

  1. Import the Template into MegaEdit:
    • Go to Admin Panel > Products > Templates.
    • Upload the exported template from Invent.
  2. Test the Box Behavior:

    • Preview the storefront.
    • Use the dropdown menu in the form to change the color of the box.
    • Ensure the box reflects the selected color without allowing image or text input.

    Note: Include screenshots of the storefront preview showing the dropdown and the resulting box color.


6. FAQs

Q: Can this be done directly in MegaEdit without Invent?
A: No, the main configuration is done in Invent. MegaEdit is used for user interaction once the template is imported.

Q: How do I add new colors to the dropdown later?
A: Update the Color Resource Set in the Admin Panel. No changes are required in Invent or MegaEdit unless you change the resource set's name.

Q: What happens if I don’t disable "Allow Selection"?
A: The field will function as a text input box, which might not align with the intended design.

Q: Can I allow both color selection and text input?
A: Yes, but it requires leaving the "Allow Text Input" option enabled in Invent.

How to Use the Invent Setup Tab

Within Invent it is possible to manage general MegaEdit product settings that previously you would have had to configure and control in MegaEdit directly or from within the Infigo Admin.

This article will run through where in the plugin you can find these settings and a high level run through of the different settings you have available.

Setup Tab 

In the Invent plugin, if you have downloaded our 2.0 or later release (if not you can find it here), you will see a Setup tab. 

mceclip0.png

This is where all these settings live, but it is broken down into 5 sections:

  • Editor
  • Field
  • Image
  • Visual
  • Other

Editor Settings

mceclip2.png

The first tab is the editor settings and here you have 3 main controls currently

Allow Add to basket - This is a checkbox that when disabled will remove the add to basket button from the editor. By default this is enable.

Preview - Here we allow you to decide which preview you want to use (at the moment the options are limited to just Standard Preview or No preview.

Use direct preview mode - When this is enabled the editor would show only the preview and editing would happen via the form only.

Download Features - Here we allow you to select if you want to allow direct downloads from within MegaEdit. The options available are PDF (our PDF preview download), Image (to download a jpg version) or Both. In this section you can also specify the watermark text and if you want to restrict printing on the preview files that are downloaded.

Field Settings

mceclip1.png

The Field tab allows you to do two things, that previously you would have had to configure by clicking on the product settings menu item in the editor.

Allow adding text fields -Turned off would remove the 'Add Text' button from the editor restricting customers from being able to add their own text fields.

Allow adding image fields - This does the same but for image fields.

Image Settings

mceclip3.png

The Image tab currently allows you to 4 image related settings, some will impact the core behaviour of the editor and some control the UI.

Minimum Image Resolution - This is the same as is currently available in MegaEdit product option and allows you to specify when the low res image warning should kick in.

Show Image Upload Area - This setting determines if you want the gallery tab to be available to the customer or not. The default value is 'False'.

Enable Direct Image Upload - This is a product setting that controls the behaviour of the image fields on the canvas. When this is enabled and a user clicks on the image field directly it would show their computer's file directory allowing them to upload an image and use it in that field.

Ask for default album - Setting this to true will ask the customer, when they first upload a gallery image to select which album they would like to use as their default. This is disabled by default.

Visual Settings

mceclip4.png

The Visual tab contains 3 settings

Show Bleed Lines - This allows you to control if you want to show the bleed lines in the editor or not. The default value is enabled.

Show Ruler - This allows you to control if you want the rulers to display. The default value is disabled.

Background Options - Here you can choose from the drop down of options of backgrounds we offer that will be shown behind the canvas. Available options currently are 'Neutral Checker Pattern' which is the default, 'Pattern' and 'Solid Colour' which then allows you to specify which colour you wish to use.

Other / Miscellaneous Settings

mceclip5.png

On this tab is a collection of other settings that provide you with even more control about how you want your product and MegaEdit to behave.

Show Option to Clear Page - This setting determines whether the 'Clear Page' button is shown to the end user or not. The default value is disabled.

Profanity - Here we have two options, one to turn the profanity checker on or off, and the second to decide if you want to once it is enabled MegaEdit to mask the censored works or not.

Show Drawing Tools - This setting determines if in the tools section in MegaEdit the option to allow users to use the freehand drawing tools is available of not. The default value is disabled.

Snap Options - Similar to the options currently available in MegaEdit here you can choose how you want your objects to snap, either to the other items, the grid or to turn it off. The default value is to snap to items. And also when you select Item or Grid it allows you to control the sensitivity of the snapping.

Export Type - This is an Invent specific setting and it allows you to control how you want the MEX package to be exported. Standard, the default option, is the normal FULL export that contains all the elements you have created in order to generate a fully functional MegaEdit product. The Bootstrap product creation option only exports the fields.

Adding PDFs to Your ClipArt Set in Invent on a Mac

You want to add PDF files to your ClipArt set in Invent, but on a Mac, PDFs don’t initially show up as selectable files.


Quick Solution

  1. Open Invent and navigate to the area where you add new ClipArt.
  2. When selecting your file, click “Show Options” in the Mac file chooser dialog.
  3. Switch the file type filter to “All Files” rather than just images.
  4. Your PDF files should now be visible and selectable to add to your ClipArt set.

Need More Guidance?

Visit the Infigo Academy for additional tutorials and in-depth articles on using Invent.

How to Use Variables in Text and Image Frames

So you've created your Invent Variables and now you want to use them within your Text and Image Frames that you have in your inDesign file. This article will walk you through the few simple steps to achieve this before moving on to creating and using the Variables in Invent Forms.

 

Variable Linking Types

There are 2 different ways to link a Variable to an InDesign Frame. Using Variable Placeholders and Linking a Variable directly.

 

Linking a Variable

The first is linking a Variable directly to a Frame. To do this select the Frame, in this example we will use a Text Frame and a Text Variable. Then select the 'Properties' tab and at the top of the Text Options you will see a 'Mapped - Type' dropdown. From this select 'Variable'.

mceclip0.png

And then from the Variable dropdown select one of your created Variables. 

mceclip1.png

As the variable is linked directly to the Text Frame the contents of that Text Frame will be replaced with the contents of the Variable.

 

Variable Placeholders

You can also use Variable Placeholders, similar to the concept of Global Variables in our Infigo Designer plugin, so rather than linking the Text Frame to a single Variable directly, you can use a number of Variables within the Text Frame itself.

To do this, ensure that the Mapped Type dropdown is set to 'Unlinked'

mceclip2.png

Then double click on the Text Frame so that you are now editing the text directly in it. You will see that the Invent plugin panel has changed to show you the 'Text Selection Options' dropdown (ensuring you are still on the Properties tab).

mceclip3.png

First position the cursor where you would like to insert the Variable Placeholder. Then from the 'Text Selection Options' dropdown select the Variable you want to add, and click 'Add'.

You'll see it then adds in your Variables using our Placeholder tags. The benefit of this approach is that you can use multiple variables in one Frame and they can be embedded amongst non variable text too.

mceclip5.png

Terminology of Advanced Grouping in Infigo Invent

1. Introduction

  • Purpose: Clarify the key terms and concepts used throughout the “Advanced Grouping” feature.
  • Audience: Template designers who want precise control over text/image frames in MegaEdit.

See other tutorials on Advanced Grouping here!

2. Key Terms

  1. Group / Group Master

    • Group: A collection of frames in InDesign and/or MegaEdit (text, image, or even sub-groups) that share positioning/resizing rules.
    • Group Master: An optional “master” frame in a group. If the master is hidden or empty, you can set the entire group to hide.
  2. Axis Adjustment (Advanced Options dropdown in the Invent window)

    • Adjust Vertically: Frames in this group are stacked top to bottom. You control top margins, bottom margins, and frame heights.
    • Adjust Horizontally: Frames in this group are laid out left to right. You control left margins, right margins, and frame widths.
  3. Boundary Frame

    • A rectangle (empty frame) in InDesign that defines the maximum area in which the group can expand or contract.
    • If omitted, the group’s “boundary” is derived from the outermost edges of its contained frames.
  4. Margins

    • Self: Inherits the margin/position from the InDesign file. If you rely on “self” for both sides of a gap, that gap remains equal to the original InDesign layout (not doubled).
    • Value: A fixed measure in points, millimeters, etc.
    • Auto: Dynamically distributes leftover space in proportion to each margin’s “weight.”
      • Minimum/Maximum: Optional constraints within the Auto margin option, so the margin can’t shrink below or grow beyond certain values.
  5. Frame Size

    • Self: Uses the size assigned in InDesign and does not expand or shrink.
    • Value: A fixed measure in points, millimeters, etc.
    • Auto: The frame automatically grows/shrinks to fill leftover space after other frames have taken theirs.
    • Content: The frame adjusts to fit the text or image content’s size (e.g., multi-line text box can grow vertically).
  6. Weight

    • Numeric factor that controls how leftover “Auto” space is allocated. If two frames have weights of 1 vs. 2, the second gets double the extra space.
  7. Hide if Placeholder is Empty

    • If the user leaves a text or image variable empty, that frame is removed entirely, letting other frames shift or expand to fill the gap.

3. When to Use Each Setting

  • Self + Self: Great if you need a fixed gap that exactly matches InDesign.
  • Value + Value: For guaranteed, fixed measurement margins or spacing.
  • Auto: Whenever you want leftover space to be redistributed dynamically, e.g., centering columns or pushing an image to fill all unoccupied space.
  • Content: Perfect for text frames that must grow/shrink as the user types.

4. Conclusion

The more familiar you are with these terms—Group Master, Boundary, Axis (Vertical/Horizontal), Margins (Self/Value/Auto), and Frame Size (Self/Auto/Content)—the easier it is to build sophisticated, flexible templates in MegaEdit.

Invent Re-enabling Preview Buttons in Direct Preview Mode

The Direct Preview Mode in print file configurations can be used to prevent users from editing the print files. However, enabling this mode may cause both the Add to Cart and Preview buttons to disappear.

This article explains how to re-enable these buttons by adding a code snippet into the Preview Config section. This ensures your users see the expected interface while maintaining the restricted editing environment.

Use cases

  • Preventing users from directly editing print files while still offering a preview option.
  • Ensuring that the Add to Cart functionality remains available for customers.

Key settings in Infigo

  • Direct Preview Mode: Found under the InDesign Invent product configuration.
  • Preview Config: Located in the General tab of the MegaEdit product configuration.

Step-by-step guide

  1. Navigate to your product configuration page under the MegaEdit section.
  2. Scroll down to the Preview Config section under the General tab.
  3. Insert the following code snippet into the Preview Config field:

    { showAddToBasketButton: true }

    HTML Image

  4. Save the changes in your product configuration.
  5. If the buttons do not immediately reappear, clear your browser and storefront cache before rechecking the product page.

Related links

For additional guidance, head over to the Infigo Academy or contact our Customer Support team.

Disable Positional Error Checks for Elements Extending Beyond the Canvas

Disable Positional Error Checks

When designing products, some image elements may intentionally extend beyond the visible canvas. In these cases, the system may display positional error messages that could confuse customers.

This article explains how to disable the positional error checks for individual products without affecting global settings. This is ideal for designs where out-of-bound elements are a deliberate part of the artwork.

Following this guide will help ensure users do not see unnecessary error messages while still retaining error checks for other products that require them.

Use cases

  • Products with design elements purposely extending outside the canvas.
  • Scenarios where disabling error messages on a per-product basis avoids customer confusion while retaining checks for other items.

Key settings in the product editor

  • Do not check for positional issues: Found in the Menu > Product Options under the General Field Features section.

Step-by-step guide

  1. Open the product editor for the item you wish to adjust.
  2. Navigate to Menu > Product Options.
  3. Scroll down to the General Field Features section.
  4. Tick the box labeled Do not check for positional issues.
  5. Save your changes.
  6. Perform a quick test (preferably by impersonating a registered user) to ensure the product displays as intended.

Related links

For additional guidance, please visit the Product Academy or contact Customer Support.

Font Size Reverting When Using Variable Data

Why does my font size revert when using variable data?

When working with variable data in Infigo, you may notice that increasing the font size of a placeholder text field causes it to revert to a smaller size after clicking away. This behaviour is typically due to the placeholder exceeding the defined safe zone on the canvas, which automatically triggers a size adjustment to ensure the text fits within the allowed area.

This article explains why this happens, how the safe zone affects font sizing, and how to adjust your placeholder field to achieve the desired appearance without triggering automatic resizing.

Understanding this behaviour will help you design variable data products more effectively and avoid unexpected formatting changes.

Use cases

  • Creating variable data cards with large, prominent numbers or text
  • Uploading CSV files with sequential data (e.g. numbers 1–50)
  • Ensuring consistent font size across all variable data entries
  • Troubleshooting unexpected font size changes in the editor
  • Designing within the constraints of a product’s safe zone

Key settings in Infigo

  • Safe Zone (Blue Line): Visible in the product editor; defines the maximum printable area
  • Placeholder Text Field: Found in the product editor under 'Edit Text Field' when selecting a variable data field
  • Font Size: Editable in the text field popup; reverts if the text exceeds the safe zone

Step-by-step guide

  1. Open the product in the editor (as a storefront admin or customer).
  2. Upload your CSV file containing the variable data (e.g. numbers 1–50).
  3. Insert a placeholder text field and position it on the canvas.
  4. Click the placeholder to open the text field settings popup.
  5. Increase the font size to your desired value (e.g. 100).
  6. If the font size reverts (e.g. back to 20), it means the text exceeds the safe zone.
  7. To resolve this, resize the placeholder text field so it fills more of the canvas, up to the blue safe zone lines.
  8. Once resized, increase the font size again. It should now retain the larger size (up to a maximum of 65, depending on the field size).
  9. Preview the output using the PDF download to confirm the appearance.

Related links

For additional guidance, head over to the Infigo Academy or contact our Customer Support team.

Troubleshooting Text Cut-Off and Suppression Issues

This article addresses two common issues encountered when working with text fields: characters being cut off (such as the bottom of a letter 'g') and unexpected suppression behavior where static labels appear even when the associated variable is empty.

Often, the root causes are related to margin settings on text fields and the suppression mode used in the design file. A manual margin adjustment in the ME Editor can solve the cut-off problem, while switching from full to left suppression might resolve issues with unwanted characters.

Follow the detailed steps below to adjust these settings, and refer to the additional resources for further guidance on text suppression logic.

Use cases

  • Text fields displaying characters with parts missing due to improper margin settings.
  • Static labels or characters (e.g. a stray 'f') appearing when the related variable is empty.

Key settings in Infigo

  • Margin: Accessed via the text field properties in the ME Editor by double-clicking the text field and adjusting the Margin value.
  • Suppression Option: Located in the INDD file settings. Adjust the suppression mode from Full to Left to control when static labels are displayed.

Step-by-step guide

  1. Open the ME Editor for your project and locate the affected text field.
  2. Double-click the text field to open the text options pop-up.
  3. Find the Margin setting and enter a value (start with 10) that suits your font size. Adjust as necessary and test the output to ensure the full text displays correctly.
  4. If suppression issues persist, open your INDD file and locate the suppression settings for the variable causing issues.
  5. Change the suppression mode from Full to Left and export a new MEX file. Note that reimporting the MEX may overwrite manual margin changes, so address suppression first, then adjust margin as needed.
  6. Review the final output to confirm that unwanted characters or spaces are no longer present.

Related links

For additional guidance, head over to the Infigo Academy or contact our Customer Support team.

How Do I Add Options to my Variables in MegaEdit Without the Original MEX Files?

1. Overview

If you need to add new options to a variable dropdown—such as adding an address to a "Select Address" pull-down—in a MegaEdit product but don't have access to the original MEX files, you might wonder how to proceed. This guide will walk you through updating your MegaEdit product directly within the Infigo platform, allowing you to add new options without needing the original files.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on this topic. Visit the Infigo Academy to search and browse our content.

2. Contents

  1. Overview
  2. Contents
  3. Key Points and Takeaways
  4. Problems This Solves
  5. Key Settings
  6. Scenario-Based Guide
    • Scenario: How to Add Options to a Variable Dropdown in MegaEdit Without Original MEX Files
  7. FAQs
  8. Troubleshooting
  9. Alternate Search Terms

3. Key Points and Takeaways

  • You can add new options to a variable dropdown in MegaEdit without the original MEX files.
  • This can be done by directly editing the product elements in the MegaEdit admin panel.
  • Proceed with caution to avoid affecting other functionalities of the product.
  • Ensure that new entries follow the same format and have unique IDs to prevent conflicts.

4. Problems This Solves

  • Allows you to update dropdown options without access to the original design files.
  • Enables quick addition of new addresses or options to existing products.
  • Saves time by avoiding the need to recreate or re-import MEX files.

5. Key Settings

  • MegaEdit Elements
    • Path: Administration > MegaEdit Elements
    • Explanation: This section allows you to edit the data and settings of your MegaEdit products directly within the Infigo platform.

6. Scenario-Based Guide


Scenario: How to Add Options to a Variable Dropdown in MegaEdit Without Original Invent / MEX Files

Problem: You need to add a new option to a variable dropdown (e.g., adding a new address to a "Select Address" pull-down) in a MegaEdit product, but you don't have access to the original MEX or InDesign files used to create the product.

Solution:

  1. Proceed with Caution:

    • Before making any changes, be aware that directly editing product elements can affect other functionalities.
    • It's recommended to create a backup of your product or test these steps on a duplicate product first.
  2. Access MegaEdit Elements:

    • Navigate to Administration > MegaEdit Elements in your Infigo admin panel.
  3. Locate the Product to Modify:

    • Find the MegaEdit product you wish to update.
    • Click on Edit next to the product's name.
  4. Search for the Variable/Resource:

    • In the Data field or editor, search for the variable or resource related to the dropdown you want to update.
  5. Locate the Existing Options in the Code:

    • Look for the section in the code that defines the dropdown options.
  6. Add a New Entry:

    • Within the list of existing items, add a new entry for your new option.

    • Ensure the new entry follows the same format as the existing ones.

    • Generate a unique "id" for the new entry to prevent conflicts.

    • Example Entry:

       
      { "id": "unique-id-for-new-address", "type": "TEXT", "key": "New Address", "text": "Your new address here" }
      • Replace "Your new address here" with the actual address or option you wish to add.
      • Note: Be careful with syntax to avoid JSON errors (e.g., commas, brackets).
  7. Save Your Changes:

    • After adding the new entry, click Save to update the product.
  8. Test the Updated Product:

    • Navigate to your storefront and open the updated product in MegaEdit.
    • Verify that the new option appears in the dropdown menu.
    • Select the new option to ensure it functions correctly within the product.
  9. Troubleshoot if Necessary:

    • If the new option doesn't appear, double-check the code for any syntax errors.
    • Ensure all commas and brackets are correctly placed.
    • Confirm that the IDs are unique and that you've saved your changes properly.
    • Try clearing your browser cache or accessing the product in a different browser.

7. FAQs

  • Q: Do I need access to the original MEX or InDesign files to update the dropdown options?

    A: No, you can edit the product elements directly in MegaEdit to add new options without the original files.

  • Q: How do I ensure the IDs are unique?

    A: Use a UUID generator to create a unique ID for each new entry to prevent conflicts with existing IDs.

  • Q: What if I make a mistake and the product stops working?

    A: It's advisable to back up your product before making changes. If issues occur, you can revert to the backup or contact support for assistance.

  • Q: Can I use this method to modify other aspects of the product?

    A: Yes, but proceed with caution. Directly editing product elements can affect other functionalities, so ensure you understand the changes you're making.

  • Q: Is there a limit to how many options I can add to the dropdown?

    A: There's no specific limit, but adding too many options may affect the user experience.


For additional information and detailed tutorials, the Infigo Academy offers extensive resources on this topic. Visit the Infigo Academy to search and browse our content.


Note: This article provides guidance based on common scenarios. Always proceed carefully when editing product elements directly, and consider backing up your product before making changes.

How to Increase the Maximum File Size for MEX File Uploads

1. Overview

This article explains how to address issues with uploading exceptionally large MEX files generated by the Invent plugin for Adobe InDesign. The maximum file size for MEX uploads can be adjusted, but our customers cannot modify this setting directly. If you encounter this issue, you'll need to contact Infigo Support for assistance.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

2. Contents

  1. Overview
  2. Contents
  3. Key Information
  4. Brief Guide

3. Key Information

Setting Name: Maximum File Size for MEX Packages

  • Location: This setting is located in the Admin Portal under MegaEdit Product Settings > Settings Tab > Maximum file size for .mex packages.
  • Access Restriction: This setting is restricted, and customers will see the message: “This setting is restricted. Please ask the support for further information. Helpdesk.”

4. Guide

If you need to upload a MEX file larger than the current limit:

  1. Take note of the error message or the file size limit preventing your upload.
  2. Contact Infigo Support via the Infigo Academy or the Helpdesk, explaining the issue and the size of the file you’re trying to upload.
  3. Infigo Support will adjust the setting to accommodate your requirements.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

How to Restore a Missing "Add to Cart" Button After Uploading a New MEX File

In certain scenarios, the Add to Cart button on a product page may disappear if a setting called Use Preview Directly (or its equivalent) becomes enabled—often through a newly uploaded MEX file from Invent. Here’s how to identify and fix the issue, plus prevent it from happening again.


1. Scenario Overview

You’ve set up a product in MegaEdit and everything worked correctly—users could customize the product and see the Add to Cart button. After uploading a new MEX file from Invent, the Add to Cart button vanished. The editor still loads, but there’s no obvious way for customers to proceed with adding the product to their shopping cart.


2. Why This Happens

When exporting from Invent, certain editor settings (including Use Preview Directly) can be enabled. If Use Preview Directly is turned on in MegaEdit, it hides the Add to Cart button by displaying the editor preview in a single combined screen. Disabling Use Preview Directly restores the standard layout, including the Add to Cart button.

Note: In Invent, the setting might have a different name but performs the same function when imported into MegaEdit.


3. Step-by-Step Resolution

Follow these steps to disable the Use Preview Directly setting (or its equivalent) and restore the Add to Cart button.

  1. Go to the Product Settings in MegaEdit

    • In your Admin area, locate the product you’re troubleshooting.
    • Open the MegaEdit (ME) configuration for that product.
  2. Locate the “Use Preview Directly” Setting

    • Within the ME configuration, find the Use Preview Directly toggle.
    • If it’s enabled, this is the likely cause of your missing Add to Cart button.
  3. Disable the Setting

    • Turn Use Preview Directly Off.
    • Save your changes.
  4. Check the Product Page


4. Preventing Future Issues

  • Check Invent Settings
    Before exporting your MEX file from Invent, confirm whether any “Preview Directly” or similarly named setting is enabled. Disabling it in Invent helps ensure it remains off when imported into MegaEdit.

  • Use a Consistent Process
    If multiple team members update MEX files, share these instructions so that settings in Invent and MegaEdit remain consistent.


5. Additional Tips & Resources

  • Further Learning
    Check out more articles and tutorials in our Infigo Academy for a deeper dive into MegaEdit, Invent, and other customizations.

  • Contact Support
    If you’ve disabled the setting and still don’t see the Add to Cart button, contact Infigo Support with details on your product configuration and any custom scripts or plugins in use.

Logic in Invent for InDesign

This page provides a brief overview of the "A Deeper Dive into Invent Logic" tutorial available in the Infigo Academy. The tutorial covers advanced logic configuration in Infigo Invent for InDesign, focusing on setting up complex IF statements, group spread behaviour, variable suppression, and parent variables. It also includes a couple of example products to demonstrate these concepts in practice.

What You'll Find on the Academy Page:

  • Setup Logic: Learn how to define complex IF statements to alter customer-facing forms and canvas fields.
    • Example: Creating IF statements with multiple conditions and actions.
  • Group Spread Behaviour: Automatically adjust fields to fill gaps left by hidden fields.
    • Example: Configuring vertical and horizontal spread behaviours.
  • Variable Suppression: Hide static text associated with variables when no input is provided.
    • Example: Suppressing static text like "T:" if no telephone number is entered.
  • Parent Variables: Control the visibility of form variables based on the value of other variables.
    • Example: Showing or hiding form fields based on dropdown selections or checkboxes.
  • Example Products:
    • Invent Logic | Reference Product: Demonstrates significant areas of logic in Invent.
    • Invent Logic | Practical Product Example: Shows how to combine capabilities for high customization in a business card template.

For a detailed walkthrough, visit the Infigo Academy page on Invent Logic.

Why are the Fields Not Displaying on my Invent Template?

If you have imported a mex file from InVent and noticed taht inside MegaEdit editor that some frames are missing it could be that your template file in InDesign has frame fields set on the Parent pages (formally known as master pages).  These fields will not be picked up by the export process when creating the mex file from our InVent plugin.

For a guide on what is a Parent/Master page please see the link here: https://helpx.adobe.com/uk/indesign/using/master-pages.html

To remove the master you can adjust some settings for the pages in InDesign

Screenshot 2023-12-19 at 22.50.53.png

Above image shows that the current set of pages are using the "A-Parent"  template. Any fields set on these will need to be added to the pages in general.  So you can highlight pages and click the "[None]" option and that will remove the "A-Parent" templates from the pages.

 

Alternatively you can right-click the pages individually OR shift and select all and remove the parent page settings by clicking "Override All Parent Page Items" from the dropdown list.

Screenshot 2023-12-19 at 22.54.20.png

Once this is done save the document again and re export the mex file - any fields set against the Parent should now appear on import.

How to Improve Clipart Thumbnail Resolution in a Dropdown Variable

When creating an InVent imported template you may find that the dropdown images selection you have created when linked to a resource clipart selection appear in the editor and look blurry/low res. (Red highlighted image and pop up example area shown below)

Screenshot 2023-12-11 at 23.46.09.png

Screenshot 2023-12-11 at 23.46.57.png

There is a setting that can be adjusted that will improve the clarity of these thumbnail images only.

In Media Album settings there is a setting for "MegaEditSmallThumbnailWidth"

Screenshot 2023-12-11 at 23.06.11.png

Adjust this to 600 and save.  Then reload the images again directly into their respective clipart album OR re upload your mex file in admin and the thumbnails will update and show more clearly within the editor. 

*please note: you will need to clear the internal admin cache AND Browser caches.  Also if you have output caching enabled it may take longer for the updates to take place.

Understanding Variable Logic

The release of Invent v2.0 brings with it the introduction of variable logic. This allows you to create and perform more complex and inteligent behaviour within your MegaEdit product. Variable Logic is essentially a collection of Rules, with each rule being made up of a series of Conditions and Actions. This article will run you through the high level process of creating some simple logic conditions and actions to demonstrate how this can be used in real life examples.

 

Variables

Firstly you need to ensure you have created your Invent Variables. Check out this article to assist you in this process if you have not done this before.

 

Rules

In order to use Variable Logic you need to start by creating a Rule. You need to specify a name for your Rule and optionally a description so you can explain what this specific rule is doing. Then each rule requires first a Condition (with a maximum of 10 assigned to a single Rule) and then an Action (with a maximum of 50 assigned to a single Rule) if that Condition is met. A single rule can have multiple else if statements, each containing their own Conditions and Actions so that if one Condition is not met, you can check for many more. You can also specify a 'catch all' else statement at the end of your Rule if you wish that has no Condition but only an Action and will always run IF no previous Conditions you have setup are met.

 

Conditions

Conditions are used in the Variable Logic Rules to determine when an Action should be triggered. A Condition can be set to run Always, Never OR based on a specific Variable. You can also include multiple Conditions within the same statement and set it up so that ALL conditions should be met, some conditions should be met or just one.

When assigning a Conditition to a Variable you can then create statements that will check that Variable if it contains, does not contain, is equal to etc. and then specify a value as the check criteria.

 

Actions

An Action is something that you want to happen when a Condition that you have setup is met. Actions can be assigned to both Variables and Fields and we support 3 types of action that can be assigned to a Variable or Field:

  • Set Value - You can specify a new value for that specific Variable or Field
  • Show - You can set that Variable or Field to be shown
  • Hide - You can set that Variable or Field to be hidden

 

If, Else If & Else statements

When creating a Rule it needs contain at least one 'if' statement. Within that if statement you will configure your Conditions and Actions and if those Conditions are not met it will do nothing.

What you can do though is setup multiple 'if' statements so that if one Condition is not met you can check for another and so on. In this situation you should create your first 'if' statement and then create subsequent 'else if' statements underneath. The order of these statements is important because the logic will first check the 'if' statement and only if that is not met, will it then check each of the following 'else if' statements until one returns true.

FInally you can create an 'else' statement at the end that is used as a 'catch all'. This is there to ensure that the Rule you have setup with always do something even if all the Conditions you have created are not met. For the 'else' statement you do not create a Condition, only an Action as it will always run IF any of the previous 'if' and 'else if' statements have not been met (returned false).

 

'Real Life' Scenario

In order to make sense of the information above, lets run through a working scenario of how this can all be applied so that you can follow the steps and see it working.

Firstly, download the Indesign Package attached (or alternatively you can work on your own file if you have one ready) then ensure you have downloaded and installed the latest Invent plugin.

Unzip the contents and open the InDesign file.

Now the scenario we are going to walk through is taking the Business Card file and allowing customers to dual brand it with a second logo. We then have an option that offers the dual brand approach and if a customer decides they want this then we will show a second logo field on the canvas and also a second logo selection in the form.

First, as per the instructions above we need to create the variables, 3 in total, that will control the dual branding option the user can choose, and then the two image logo selectors. 

We also need a Clipart Resource set that will contain all the logo options the customer can select from that will be linked to both the logo variables.

Now we have our variables, we can start to setup the logic.

First, click on the Variables tab in the Invent panel, and from the buttons at the top click on 'Setup Logic'.

mceclip0.png

 

Then in the popup that follows click on the 'Add Logic' button in the top right.

Now we can give this logic set a Name, we should call this 'Dual Branding' and then also a description that is optional but helps describe what this logic set does.

To add our first condition, which is how every rule starts, click on the 'Add Condition' button. Here we have a number of options:

  • Always - which means this condition will always be met, regardless.
  • Never - which means that this condition will never be met.
  • Variables - Here you will see a list of all your variables that you can assign a rule to.

In this case, we should select our 'Dual Branding' variable.

In the second drop down, which is the comparison type, we should select 'Equals' and then in the third dropdown it gives us the Dual Branding variable options to select from, and we should choose 'No'.

Now we have our condition, so we want to define some actions that we want to happen when the end user selects No for Dual Branding.

So click on 'Add Action'.

Now we want to define the variables and fields that we want to be impacted by this condition. So from the list in the first drop down we should select our 'Logos 2' variable. Then from the second drop down we should select the action type which in this case is 'Hide'. 

Click 'Add Action' again and repeat the steps above but this time selecting the 'Logo 2 - Type: image', so that we can not just hide the variable from the form, but we also hide the field from the canvas.

 

Finally, with those rules in place, we want to add an 'else' statement that will catch any other situations (i.e. when Dual Branding is not No)

So click on 'Add else' at the bottom and from here we can only select Actions as these will always run if any previous configured conditions or if statements are not met.

Now we are going to add two actions, similar to what we did above, one for the Logos 2 variable, one for the Logo 2 field, but this time instead of setting them to 'Hide', we are going to set them to 'Show'.

 

You should end up with a Product logic setup that looks like this:

mceclip1.png

 

Now we can click 'Save' and export the MEX package and import it into one of your MegaEdit products to see how it behaves in the editor.

 

How to Stop Transparent Items Showing as Opaque

When importing a document through InVent or when uploading artwork directly in admin to clipart section of MegaEdit you may notice that when checking the item within the editor it is no longer transparent as you had set the artwork up originally.  There is a setting that deals with this in admin.

 

Media Album settings - "

The setting 

Screenshot 2023-12-19 at 23.24.21.png

This setting can be modified if the transparency is showing as opaque for the artwork. If you do change the value, save the setting, then you must re upload the artwork again via the mex upload process or directly adding the clipart file to the clipart category again.  Clear admin caches and browser caches to see the changes implemented.

 

In General this setting will be fine as set with the default value of 300.  This value will support artwork approximately sized around A4+ and US letter+ but if the artwork is significantly larger than that then the setting will need to decreased in value.

We recommend a setting change to 150 if the artwork is sized from A4+ up to A3+ or US letter+ up to 13" x 19" inches as a rough guide.

We recommend as setting change to 72 if the artwork exceeds these sizes and is still not showing as expected.

Incomplete
🔎
Loading…
    Select a tip or trick