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If you’re writing a manual or reference document, you may want to include a cross-reference to refer the reader from one part of your document to another. Example: For more information, see “Field mice” on page 249. You can specify whether a cross-reference derives from a paragraph style, such as a heading style, or from a text anchor you’ve created. You can also determine the cross-reference format, such as Page Number Only or Full Paragraph & Page Number.
Use the Hyperlinks panel to insert cross-references into your document. The text being referred to is the destination text. The text that is generated from the destination text is the source cross-reference.
When you insert a cross-reference in your document, you can choose from several predesigned formats, or you can create your own custom format. You can apply a character style to the entire cross-reference source, or to text within the cross-reference. Cross-reference formats can be synchronized across a book.
Cross-reference source text is editable and can break across lines.
Note:
Cross-references are included in exported Adobe PDF files if Hyperlinks is selected in the Export Adobe PDF dialog box in InDesign. Cross-references are included in the exported SWF file if Include Hyperlinks is selected in the Export SWF dialog box.
In InCopy standalone documents, you can create and edit cross-references as you can in InDesign. In checked-out stories, you can create and edit cross-references to paragraphs in the same story as the source, to paragraphs in another checked-out story if the InDesign document is open, or to text anchors in any story of any InDesign document.
A. Cross-reference source in document B. Selected destination paragraph C. Click here to create or edit cross-reference format.
For a video tutorial on inserting cross-references, see www.adobe.com/go/lrvid4024_id.
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If you choose Paragraph, you can create a cross-reference to any paragraph in the document you specify.
If you choose Text Anchor, you can create a cross-reference to any text in which you have created a hyperlink destination. (See Create a hyperlink destination.) Creating a text anchor is especially useful if you want to use different text than the actual destination paragraph.
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You can edit these cross-reference formats or create your own. See Using cross-reference formats.
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Specify the appearance of the source hyperlink. See Hyperlink appearance options.
in
the Hyperlinks panel.When you insert a cross-reference, a text anchor marker 
appears
at the beginning of the destination paragraph. You can view this
marker when you choose Type > Show Hidden Characters. If this
marker is moved or deleted, the cross-reference becomes unresolved.
Several cross-reference formats appear in the New Cross-Reference dialog box by default. You can edit these formats, delete them, or create your own.
Note:
If you’ve deleted or edited cross-reference formats in your document and want to return them to the default formats, you can choose Load Cross-Reference Formats from the panel menu and choose a document with unedited formats. You can also synchronize cross-reference formats in a book.
For a video tutorial on editing cross-reference formats, see www.adobe.com/go/lrvid4024_id.
Unlike other presets, cross-reference formats can be edited or deleted. When you edit a cross-reference format, any source cross-reference that uses that format is automatically updated.
In InCopy, you can create or edit cross-reference formats only in stand-alone documents. In assignment files, the cross-reference formats are determined by the InDesign document.
.
. This
creates a duplicate of the selected format.
to
insert building blocks from a menu. Click the Special Characters
icon 
to
select dashes, spaces, quotation marks, and other special characters.Building block |
What it does |
Example |
|---|---|---|
Page Number |
Inserts the page number. |
on page <pageNum/> on page 23 |
Paragraph Number |
Inserts the paragraph number in a cross-reference to a numbered list. |
See <paraNum/> See 1 In this example, only “1” is used from the paragraph, “1. Animals.” |
Paragraph Text |
Inserts the paragraph text without the paragraph number in a cross-reference to a numbered list. |
See “<paraText/>” See “Animals” In this example, only “Animals” is used from the paragraph, “1. Animals.” |
Full Paragraph |
Inserts the entire paragraph, including paragraph number and paragraph text. |
See “<fullPara/>” See “1. Animals” |
Partial Paragraph |
Lets you create a cross-reference to the first part of a paragraph, up to the specified delimiter, such as a colon or em dash. |
See <fullPara delim=”:” includeDelim=”false”/> See Chapter 7 In this example, only “Chapter 7” is used from the title “Chapter 7: Dogs and Cats.” Specify the delimiter (such as : in this example), and indicate whether the delimiter is excluded (“false” or “0”) or included (“true” or “1”) in the source cross-reference. |
Text Anchor Name |
Inserts the text anchor name. You can create text anchors by choosing New Hyperlink Destination from the Hyperlinks panel menu. |
See <txtAnchrName/> See Figure 1 |
Chapter Number |
Inserts the chapter number. |
in chapter <chapNum/> in chapter 3 |
File Name |
Inserts the filename of the destination document. |
in <fileName/> in newsletter.indd |
Character Style |
Applies a character style to text within a cross-reference. |
See <cs name=”bold”><fullPara/></cs> on page <pageNum> See Animals on page 23. Specify the character style name, and include the text you want to apply the character style to between the <cs name=””> and </cs> tags. |
You can design cross-reference formats to include only the first part of a paragraph. For example, if you have headings in your document that look like, “Chapter 7—Granada to Barcelona,” you can create a cross-reference that refers only to “Chapter 7.”
A. The cross-reference source ends at an em dash (^_) B. “false” excludes the em dash from the source
When you insert the Partial Paragraph building block, you must do two things. First, specify the delimiter between the quotation marks. The delimiter is the character that ends the paragraph. Common delimiters include colons (Chapter 7: Granada), periods (Chapter 7. Granada), and dashes (Chapter 7—Granada). To insert special characters such as em dashes (^_), em spaces (^m), and bullet characters (^8), choose an option from the menu that appears when you click the Special Characters icon.
Second, indicate whether the delimiter character is excluded (Chapter 7) or included (Chapter 7—). Use includeDelim=”false” to exclude the delimiter and includeDelim=”true” to include the delimiter. Instead of “false” or “true,” you can use “0” or “1,” respectively.
If you want to emphasize a section of text within a cross-reference, you can use the Character Style building block. This building block consists of two tags. The <cs name=”stylename”> tag indicates which style is applied, and the </cs> tag ends the character style. Any text or building blocks between these tags is formatted in the specified style.
A. This tag applies a character style named “Red.” B. This tag ends the character style formatting. C. A character style named “Bold” is applied to the rest of the cross-reference source.
When you load cross-reference formats from another document, the incoming formats replace any existing formats that share the same name.
In InCopy, you can import cross-reference formats only in standalone documents. You cannot import formats from an InCopy document into an InDesign document. If the new or modified format in InCopy conflicts with a format in the InDesign document when the story is checked in, the InDesign format takes precedence.
You cannot delete a cross-reference format that has been applied to cross-references in the document.
.When you insert a cross-reference, the Hyperlinks
panel indicates the status of the cross-reference. For example,
icons indicate if the destination text appears on the pasteboard 
, a
master page 
, a
hidden layer 
, in
overset text 
, or
in hidden text 
. Cross-references
that link to such destination areas are unresolved.
The panel also lets you know if the destination paragraph has been edited 
(also
called out-of-date) or is missing 
. Destination
text is missing if either the destination text or the
file containing the destination text cannot be found. Hold the mouse
pointer over any icon to view a tool tip description.
In InCopy, you can manage cross-references only if the story is checked out for editing.
An update icon indicates that the cross-reference destination text has changed or that the cross-reference source text has been edited. You can easily update the cross-reference. If the destination moves to a different page, the cross-reference is updated automatically.
When you update a cross-reference, any formatting changes you’ve made to the source text are removed.
When printing or outputting, you are notified if cross-references are out of date or unresolved.
Note:
You can also use the Preflight panel to notify you when cross-references are out of date or unresolved. When defining a profile, select Cross-References in the Text section.
in
the Hyperlinks panel.To update all cross-references in a book, choose Update All Cross-References from the book panel menu. You are notified if any cross-references remain unresolved.
If the missing destination text has been moved to a different document, or if the document containing the destination text is renamed, you can relink the cross-reference. When you relink, any changes made to the source cross-reference are removed.
To change the appearance of the source cross-reference or specify a different format, you can edit the cross-reference. If you edit a cross-reference that links to a different document, the document is opened automatically.