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Auto Numbers and Bullets Pick up Local Formatting

Be careful when you apply local text formatting to the first word or two of a paragraph using automatic bullets or numbering, because the bullet or number will quietly apply the same override to itself.

It doesn’t happen all the time, which makes it even more difficult to catch. You’ll only see the bullet/number formatting change when a) Local formatting is applied to at least the first character in the paragraph; and b) You didn’t specify a Character Style for the bullet/number when you set up the list (or the one you did specify doesn’t include the local formatting attribute(s)).

Here’s what I mean. In the numbered list example below, the numbers don’t have a Character Style applied:

numbers-1.png

numbers-2.png

Looks fine, right? But if I select the first word in #2 and color it red via the Swatches panel — local formatting — the numeral 2 also turns red. Note how the same local formatting applied to the second word in #3 leaves the number alone … as long as the first character in the paragraph is untouched, the numeral or bullet will be as well.

numbers-3a.png

Removing unwanted local formatting from autobullets and numbers is almost impossible, since you can’t select them, at least not while they’re in automatic mode.

One solution is this: Use Character styles instead of local formatting, especially when you’re working in auto-bulleted/numbered paragraphs. Bullets and numbers are immune to Character style formatting, even if it’s applied to the first character:

numbers-4.png

Another solution is to create a character style for your bullets and numbers (even if you want them to look the same as the text in the paragraph), and specify that style in the Bullets and Numbering dialog box. Now they’ll be “protected” from adjacent local formatting, to the extent the character style includes the same attributes.

Here I’ve created a character style for my auto numbers that specifies the same typeface, style, and fill color as the paragraph text (Myriad Pro, Regular, [Black]):

numbers-5.png

… And then specified the “plain number” Character style in the paragraph style that I’m using for numbered lists:

numbers-6.png

Now I can use local formatting if I want, and the number remains untouched, sort of:

numbers-7.png

Numbers 2 and 3 are fine, because the character style the numbers are using includes attributes for type color and style.

But the numeral 4 is getting squeezed, just like the words to its right, because the style doesn’t include (it ignores) the setting for Horizontal Scaling, which was used in the local formatting applied to the first few words in the paragraph. To prevent the number from scaling, I’d need to edit the character style so that 100% is specifically entered in the Horizontal Scale field.

The moral of the story is this: Use character styles instead of local formatting! ;-)

Anne-Marie Concepcion

Anne-Marie Concepcion

Anne-Marie “Her Geekness” Concepción is the co-founder (with David Blatner) and CEO of Creative Publishing Network, which produces InDesignSecrets, InDesign Magazine, and other resources for creative professionals. Through her cross-media design studio, Seneca Design & Training, Anne-Marie develops ebooks and trains and consults with companies who want to master the tools and workflows of digital publishing. She has authored over 20 courses on lynda.com on these topics and others. Keep up with Anne-Marie by subscribing to her ezine, HerGeekness Gazette, and contact her by email at amarie@cpn.co or on Twitter @amarie
Anne-Marie Concepcion

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4 Comments on “Auto Numbers and Bullets Pick up Local Formatting

  1. In CS2, when you couldn’t apply character styles to bullets, one of the things we did was to add an invisible character (such as a discretionary hyphen) as the first character in a list in order to change formatting of the bullets.
    Since the bullets picked up the attributes of the first character, this allowed us to change things like the bullet’s baseline, or keep it from picking up character style attributes from the text (bold run-ins, etc).

  2. Pingback: Beware of local formatting and numbered lists | InDesignSecrets

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