Picture of Creating dynamic templates using Invent and MegaEdit | The basics | SRBG_004

Creating dynamic templates using Invent and MegaEdit | The basics | SRBG_004

In this part of the rapid build series, we'll take a look at Infigo Invent for Indesign, along with MegaEdit products. MegaEdit products are variable products, with templates configured to allow customisation of products on a vast array of levels. Using MegaEdit, a customer can have complete control over the design of their products. We'll create a very simple example to demonstrate the fundamental capabilities, but remember this is only scratching the surface! The Infigo Academy contains separate learning pathways, going into much greater detail on both MegaEdit and Infigo Invent for InDesign.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

You can search this page to find the relevant time-stamp in the video. Also, this text can be used as part of the tutorial search feature.

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In this part

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of the Rapid Build
Series will take a look at Infigo

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Invent for InDesign
along with MegaEdit products.

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MegaEdit products are variable products
with templates configured

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to allow customization of products
on a vast array of levels.

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Using MegaEdits.

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A customer can have complete control
over the design

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of their products.

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We'll create a very simple example to
demonstrate the fundamental capabilities.

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But remember that
this is only scratching the surface.

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The Infigo Academy contains separate
learning pathways going into much greater

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detail on both MegaEdit and Infigo

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Invent for InDesign.

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So to begin

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by actually download and install Infigo
Invent for InDesign.

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You can download it from the Infigo Help desk.

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The easiest way to access
this is from within your Infigo admin area.

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Just click on the Help
Desk icon on the top of the screen

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and then just search for download Invent.

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From there you're looking for the article

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which is download,
install and enabling Invent,

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and this will guide you
through the entire process.

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So just to summarize, before being granted

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instant download access,
you will need to provide some information.

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This is simply 
so that we are aware of

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who is using the Invent plugin
and so we can keep you updated

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when there's an update
that you can download.

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Once you've downloaded
it, installation is simple.

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Just follow the steps
detailed on this particular article.

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In a nutshell, the process consists
of downloading the Invent, installation

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package, downloading it, installing
a recommended Adobe Extension Manager,

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installing the Invent package via
the extension manager,

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opening Adobe InDesign

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and then enabling the

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Infigo Invent extension.

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So we resume

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now with our Infigo Invent package
enabled within our InDesign window.

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So you can do that
just by going to the Windows dropdown

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on the top of your InDesign screen,

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looking for the extension section.

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And then you've got the Infigo
Invent plugin you can activate here.

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Then that will show up as a separate tab

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by default on the right hand

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side of your screen.

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Now, if you are following

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along with this tutorial,
then there is a sample file,

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the one I've got on screen
that is available for download.

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You can find the link in the
Infigo Academy article

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or the Step by step guide
which accompanies this video.

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We'll take a look at the fundamentals
of configuring a template inside

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Infigo Invent, followed by a look
at how we converted this into a product

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within our own Infigo storefront.

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So in our example, we're simply aiming
to create one variable image field

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and one variable text field
just to get a general feel

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for this functionality.

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Okay, so what we're going to do
is just tackle each of these tabs in turn,

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just to go through the process

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of completing this variable template.

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So we'll start off with the resources tab

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so resources can be uploaded to Infigo,
Invent for use

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in your dynamic product templates.

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Resources can take numerous forms
consisting of groups such as

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and if I click on and resource
that you'll see the options available.

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Things such as clip

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art sets, text libraries,

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background
libraries, colour sets and font sets.

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And what we're basically creating here
is folders

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containing a group of assets
of those particular

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formats.

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These resources can be linked
to other areas of your Invent template,

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as we'll discover later on

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when you eventually export
your Invent file for use in MegaEdit,

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these resources will be taken with it.

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So what's our example here?

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We're just going to create a new clip
art set.

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So each resource set will have a different

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configuration of options
associated with it.

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However, they are all essentially
doing the same thing, so

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they're just providing you with a location
to upload a selection of items

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which you will subsequently
be able to use on your variable template

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for a clip art set.

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This is nice and easy.

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I just need to enter a name

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of that particular set

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and then we just need to upload
some appropriate resources

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so you can see that the supported file
types for this particular resource set,

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I'm just going to click on
Add Images or PDF

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and then input some appropriate

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clip art.

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So before we go ahead and save this, we're
just going to click this checkbox here.

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So this creates a dropdown

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variable automatically
which is associated with those resources.

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Now, variables are a means of allowing
users to interact with our templates

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with a product template from Invents.

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They will usually take the shape of a form

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which appears to the right of your screen
and when configuring

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a product on your storefront
and we'll see this a little bit later

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on, variables come in
a number of different forms,

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depending on the format of the data
that they hold,

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they may be manually created,
as we'll see later, or

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they could be a simple dropdown variable
where users can select

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from a dropdown list of options
which can be automatically created

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from our resource
set using this checkbox here.

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In this case, for example,
it will create a dropdown list

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on our eventual form
which allows us to switch

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between our uploaded images.

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So now I can just go ahead and click Save.

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You can see our resource set
has now been created

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and I'm going to go
across to the variables tab

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so we can

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see that one dropdown
variable is already being created

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from that resource set that we created

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now will manually create
a second variable.

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In this case, it will be a text input
where users can enter a text string

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to appear
in a specific location on the template.

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So if we just click on add variable,
that will show as a list

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of the available variable types which

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which one you select will be based
on what you're trying to accomplish.

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So for example,
we've already got a dropdown variable,

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we're going to use a text variable.

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In this case, we've got a Boolean variable
which is either a checkbox

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or a true false and so on and so on.

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So will give you slightly different

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data format types.

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For this example,

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we wish users to enter a text string
to appear on the actual template.

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So a text variable is applicable.

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The first and foremost will enter a name
for this particular variable

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and then we can see that

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there's a range of other options
available on here.

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Now we won't be covering
absolutely all of them,

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but just to give you
a summary of the primary ones,

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so the first thing I want to do here
is to enter

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a default value.

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So we’ll soon 
be linking this variable

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to a text frame on our actual template.

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Setting a default
value is not a necessity.

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However, it will ensure
that we don't automatically end up

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with an empty text box.

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This will ensure that when the template
is loaded and viewed as a MegaEdit product

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text is automatically present.

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Now you can see at the moment

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that this is showing as a single line
where I can enter a default value.

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If I wanted to insert paragraph,
for example,

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I could switch the mode
to be a multi line.

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And you can see now that I can enter
a multi line default and eventually

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will be able to enter a multi line entry
into this variable

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as well.

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So other options on this screen
allow you to input validation

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options and various different
formatting options.

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Each variable type
will also have its own set of options.

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The Infigo Academy contains
detailed tutorial

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learning pathways on both Infigo
Invent and mega.

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Edit If you want further information
on how to use these

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with all that information in place, I'm

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just going to click
Save to confirm that variable.

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So now that we've created resource sets
and we've linked those resource sets

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to variables that are end
users will be able to take control of.

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Our next step is to link those variables
to our actual artwork itself

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so that the system knows
what needs to change on the artwork itself

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when a user changes the variable.

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So we're going to begin by selecting
the image frame that is located

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on the provided InDesign file,

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and then I'm going to go ahead and
go to the Properties tab on the Invent

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plugin, start
by clicking the Enable button.

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So all existing
elements of the InDesign file

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are set, not to be controlled by Infigo
Invent by default.

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This means that if the template were
to be imported into MegaEdit at this stage

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the template would be completely static
and nothing would be variable from within.

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Make edit even if you've already set up
resources and variables

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by enabling frames in your template
like we've just done here,

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you're confirming the Invent will see
these as a variable field.

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As such, numerous additional options
will be displayed within the Invent tab

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when a field is enabled.

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Now what we want to do is to form a link
by mapping the image

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field to our image variable.

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So to do this, we need to

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locate the mapping options
within the properties tab.

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Here you can link the field
to the resource

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or one of your defined variables

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by linking this field to an image

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variable,
it will ensure when the user changes

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the variable using the MegaEdit form
as we'll see later.

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The image shown on the actual product
will also change.

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So what we want to do
here is on our mapping.

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Select what we want to map to
so either a variable or a resource.

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In our case,
we want it to change the image based

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on the variable selection
by select variable

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and then choose the appropriate variable
and that is the link

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confirmed.

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Next, we'll link our text field,
which is down here to our text variable

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so that whatever is populated
in the text box,

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which will be shown in the MegaEdit form,
will be displayed on the artwork as well.

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So this follows a similar process.

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We select the frame
and go to the properties tab,

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enable the frame to make it dynamic

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and then we're going to choose a field

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that we're going to link this to.

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And in our basic example, that's all
we're going to set up at this stage.

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So now we're at the point
of actually exporting this

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InDesign
file this in the file for use in mega.

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Edit.

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So to do this
we need to go across to the export tab.

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This will give us a summary of what's
contained within this particular file.

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So we can see there's two fields,
there's two variables

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five clear path items as a resource set

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and only one page.

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Now we're just going to set an export
file.

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So this is just selecting a location
and a file name, click save,

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So this is just selecting a location
and a file name, click save,

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and then we're ready
to start our validations.

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So Invent will begin some validation
checks to ensure

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that there are no discrepancies
in your template setup.

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So you need to repair any validation
problems.

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In this case, it's only
saving the documents, but this could be

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if it's sensing a mismatch between

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where

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it's expecting a variable to be used
and maybe a variable is not linked.

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For example.

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And then once we've

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sorted those validation problems,

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we can go ahead and export.

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A MEX file will then be created
ready to be imported into your

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Infigo storefront
and be used via MegaEdit.

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So what we're going to look at next

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is actually importing the MEX file
into your Infigo storefront.

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If I just go back to my storefront

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that we have been utilizing, I'm

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going to navigate to my product management
where we create

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new products

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add a new product

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and enter

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a product name.

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Now for the product type,

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we want to make sure
that we've got MegaEdit selected.

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So whether we intend to create a dynamic
template from scratch in MegaEdit

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or import and Invent file, we do select
MegaEdits from the product type dropdown.

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However, if we're

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importing an Invent file,
which is a MEX file,

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we select it using the upload
Invent package button here.

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So I select that button and locate
the file that we've just exported

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from InDesign.

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With that done, click on Create.

00:15:10:28 - 00:15:15:22
This will import and set up your MegaEdit
product on your Infigo storefront.

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You immediately
be taken to the product details page

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where you can configure the product
landing page in more detail.

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As with stock and other product types
seen in previous tutorials,

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MegaEdit products
have a fully configurable landing page.

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Your product template can be viewed

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and further developed
inside the MegaEdit editor.

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So this is accessed from the front end
of your storefront.

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Directly access the product landing page
for this product by clicking on the view

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product page icon.

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The primary difference
between MegaEdit product landing pages

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and other product types is these landing
pages will have a start button

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which then launches the MegaEdits editor

00:16:07:08 - 00:16:22:28
showing your product template.

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So at this point,
the MegaEdit editor has been loaded,

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so further configuration of the product
can be performed within MegaEdit.

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However, from our Invent file
we can see that

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a form over on the right hand
side has been created

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with two of our variables
that we specified inside Invent.

00:16:42:16 - 00:16:46:02
Changing the image variable will change
the image displayed in the product

00:16:49:00 - 00:16:50:28
changing the text variable.

00:16:50:28 - 00:17:01:22
We'll also update the text
displayed on the product.

00:17:01:22 - 00:17:02:22
MegaEdit contains

00:17:02:22 - 00:17:06:19
many features that will not be detailed
in this Rapid Build series.

00:17:06:29 - 00:17:10:07
Check out the Infigo Academy
for more detailed tutorials

00:17:10:15 - 00:17:16:29
on the use of MegaEdit or Invent

00:17:16:29 - 00:17:17:20
So from here,

00:17:17:20 - 00:17:21:12
once your customer has finished specifying
that product as they will be presented

00:17:21:12 - 00:17:25:17
with a very similar interface,
they simply go to preview

00:17:26:16 - 00:17:28:24
to see their finalized product

00:17:28:24 - 00:17:30:29
and they can add to Basket and proceed

00:17:30:29 - 00:17:38:09
with the order.

 

Incomplete
Step by Step Guide

Creating dynamic templates using Invent and MegaEdit | The basics | SRBG_004

In this part of the rapid build series, we'll take a look at Infigo Invent for Indesign, along with MegaEdit products.

MegaEdit products are variable products, with templates configured to allow customisation of products on a vast array of levels. Using MegaEdit, a customer can have complete control over the design of their products.

We'll create a very simple example to demonstrate the fundamental capabilities, but remember this is only scratching the surface! The Infigo Academy contains separate learning pathways, going into much greater detail on both MegaEdit and Infigo Invent for InDesign.

Creation Date: Sep 05, 2023
Created By: Sam Webster

1. Click on Helpdesk

To begin, we will download and install Infigo Invent for InDesign.

You can download it from the Infigo Helpdesk

Click on Helpdesk

2. Search for the term "download invent"

Search for the term "download invent"

3. Click on Downloading, Installing and Enabling Invent

Click on Downloading, Installing and Enabling Invent

4. Download Invent

Before being granted instant download access, you will need to provide some information. This is simply so we are aware of who is using our Invent plugin.

Once downloaded, installation is simple. Just follow the steps detailed on the Helpdesk article.

The process consists of:

  • Download the Invent installation package

  • Download and install a recommended Adobe extension manager

  • Install the Invent package via the extension manager

  • Open Adobe InDesign

  • Enable the Infigo InDesign extension.

Download Invent

5. We resume with the Infigo Invent package enabled inside our InDesign window

Click below to download a sample InDesign file, to start your Invent and MegaEdit learning!

https://training.infigosoftware.com/-674732728/Handler/CSSOverride/GetImage/22/RSBG_004_InDesign File.indd

We will take a look at the fundamentals of configuring a template inside Infigo Invent, followed by a look at how we convert this into a product within our Infigo Storefront.

In our example, we are simply aiming to create one variable image field and one variable text field, to get a general feel for the functionality.

We resume with the Infigo Invent package enabled inside our InDesign window

6. Invent Resources

Resources can be uploaded to Infigo Invent for use in your dynamic product templates.

Resources can take numerous forms, consisting of groups such as:

  • Clipart

  • Text libraries

  • Backgrounds

These resources can be linked to other areas of your Invent template, as we'll discover later.

When you eventually export your Invent file for use in MegaEdit, these resources will be taken with it.

Invent Resources

7. Create a clipart set

Each resource set will have a different configuration of options, however they are all essentially doing the same thing. Resource sets are providing you with a location to upload a selection of items which you will subsequently be able to use on your variable template.

Create a clipart set

8. Enter a name for the resource set

Enter a name for the resource set

9. Upload clipart images

For this example, upload a selection of imagery from your computer. The choice of images doesn't matter at this stage.

Upload clipart images

10. Click the create dropdown checkbox and confirm

Variables are a means of allowing users to interact with our templates. With a product template from Invent, they will usually take the shape of a form which appears to the right of your screen when configuring the product on your Storefront. We will see this later.

Variables come in a number of different forms, depending on the format of the data they hold. They can be manually created, as we will see later, or a simple dropdown variable (where users can select from a dropdown list of options) can be created directly from a resource set.

In this case, for example, it will create a dropdown list on our eventual form which allows us to switch between our uploaded images.

Click the create dropdown checkbox and confirm

11. Navigate to the Variables tab

Navigate to the Variables tab

12. Click Add Variabe

We have already created one dropdown variable directly from our resource set.

Now, we will manually create a second variable. In this case it will be a text input, where users can enter a text string to appear in a specific location on the template.

Click Add Variabe

13. Click Select on a Text Variable

Numerous variable types are available based on the data you wish them to hold. For this example we wish users to enter a text string to appear on the template, so a Text variable is applicable.

Click Select on a Text Variable

14. Enter a name for the variable

Enter a name for the variable

15. Enter a default value.

We will soon be linking this variable to a text frame on our template.

Setting a default value is not a necessity, however it will ensure that we don't automatically end up with an empty text box. This will ensure that when this template is loaded and viewed as a MegaEdit product, text is present.

Other options on this screen allow you to input validation and various formatting options.

Each variable type will also have its own set of options. The Infigo Academy contains detailed tutorial learning pathways on both Infigo Invent and MegaEdit.

Enter a default value.

16. Click on the image frame within the InDesign file

We have now created resource sets, and linked those resource sets to variables that our end users will be able to control.

Our next step is to link those variables to our artwork, so the system knows what needs to change on the artwork itself when a user changes the variable.

Begin by selecting the image frame located on the provided InDesign file.

Click on the image frame within the InDesign file

17. Click the Properties tab

Click the Properties tab

18. Click Enable

All existing elements of the InDesign file are set NOT to be controlled by Infigo Invent by default.

This means that if the template were to be imported into MegaEdit at this stage, the template would be completely static and nothing would be variable from within MegaEdit, even if you've already set up resources and variables.

By enabling frames on your template, you are confirming that Invent will see these as a variable field. As such, numerous additional options will be displayed within the Invent tab when a field is enabled.

Click Enable

19. Form a link by mapping the image field to your image variable

Locate the mapping options within the Properties tab. Here, you can link the field to a resource or one of your defined variables.

By linking this field to our image variable, it will ensure when the user changes the variable using the MegaEdit form, the image shown on the actual product will also change.

Form a link by mapping the image field to your image variable

20. Link the text field to the text variable

Next, we will link our text field to our text variable, so that whatever is populated in the text box (which will be shown on the MegaEdit form) will be displayed on the artwork as well.

Click on the text field.

Link the text field to the text variable

21. Enable the text field under the Properties tab

Enable the text field under the Properties tab

22. Link the field to the text variable you have already created

Link the field to the text variable you have already created

23. Click the Export tab

Click the Export tab

24. Specify an export file name and location

Specify an export file name and location

25. Click Start Validations

Invent will begin some validation checks, to ensure there are no discrepancies in your template setup

Click Start Validations

26. Repair any validation problems and Export

Repair any validation problems and Export

27. A MEX file will be created, ready to be imported into Infigo Storefront and to be used via MegaEdit

A MEX file will be created, ready to be imported into Infigo Storefront and to be used via MegaEdit

# Importing the MEX file into your Infigo Storefront

28. Click on Product Management

Click on Product Management

29. Click on Add new

Click on Add new

30. Enter a product name

Enter a product name

31. Click on MegaEdit

Whether we intend to create a dynamic template from scratch in MegaEdit, or import an Invent file, we select MegaEdit from the product type dropdown.

Click on MegaEdit

32. If importing an Invent file (MEX) select it using the Invent package uploader

If importing an Invent file (MEX) select it using the Invent package uploader

33. Click on Create

This will import and set up your MegaEdit product on your Infigo Storefront.

You will immediately be taken to the product details page, where you can configure the product landing page.

As with Stock and other product types seen in previous tutorials, MegaEdit products have a fully configurable landing page.

Click on Create

34. Click on View product page

Your product template can be viewed and further developed inside the MegaEdit editor.

This is accessed from the front-end of your storefront. Directly access the product landing page for this product by clicking on View product page.

Click on View product page

35. Click Start

The primary difference between MegaEdit product landing pages and other product types, is these landing pages will have a "Start" button, which then launches the MegaEdit editor showing your product template.

Click Start

36. The MegaEdit editor is loaded

Further configuration of the product can be performed within MegaEdit.

However, from our Invent file, we can see a form over to the right with two variables.

Changing the image variable will change the image displayed on the product.

Changing the text variable will also update the text displayed on the product.

MegaEdit contains many features that we will not detail in this Rapid Build series. Check the Infio Academy for more detailed tutorials on the use of MegaEdit or Invent.

The MegaEdit editor is loaded

37. Click on Actions…

Click on Actions…

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