User Manual – Durst

2.3 User Interface

Updated on

In this chapter, you will learn

  • where to find the VDP Editor in the Workflow,
  • how to open and close the VDP Editor,
  • how the user interface of the VDP Editor is displayed and
  • how a created VDP order is displayed in the user interface of the Workflow.

1. Introduction

In Workflow, variable elements are attached to a Print Item using the Variable Data tab of the Print Item view of an Article or a Print Item in an Order or Production Job. Note: up to version 1.1.3.0, it was also possible to attach variable data using the Variable Data tab in the Adobe Illustrator plug-in.

In the Workflow, the VDP Editor is an application that operates in the browser. It was first made accessible to the user in Version 1.12.0 in the Variable Data tab of the Print View of an Article or a Print Item in an Order or Production Job.

The following description refers to the description of the user interface in the VDP Editor. The editor can be used to place variable data or elements directly in the browser and to enrich them with data from a CSV file without having to open the Print Item in Adobe Illustrator first.

Figure 1: The Variable Data tab in the Workflow, which is the starting point for creating variable data

To open the VDP Editor, proceed as follows:

  1. Open the desired Article or a Print Item of an Order or Production Job.
  2. Activate the Variable Data [1] tab.
  3. Open the VDP Editor by clicking on the VDP Editor [2] button. Optionally, upload the desired control file by pressing the Add CSV File [3] button in the tab. If you do not do this in advance, you can, of course, add, delete, or replace a CSV file at any time in the VDP Editor.
  4. The VDP Editor will then open. This may take some time for larger images, as all the required resources must first be loaded.

Figure 2: The standard view of the VDP Editor in the browser

The user interface of the VDP Editor consists of the following elements:

  • Menu bar [4] –  Provides information and functions for saving, closing, displaying warnings, VDP Editor settings, and the option to dim the static part of a VDP Job and to display the Trim and Bleed area.
  • Ruler [5] –  Vertical and horizontal ruler in the length unit set in the system.
  • Toolbar [6] – Provides the tools needed to create or edit variable elements.
  • Artboard [7] –  Workspace for placing objects and for displaying the Print Item including the final format, the Image Box [8] as well as the Bleed [9], which should not contain any variable elements.
  • Settings Area [11] – Provides functions and displays information, divided into four tabs [10].

2. Elements of the User Interface

The user interface of the VDP Editor is based on the given structure, which the user is already familiar with from the Impose Editor or the general user guidance in Workflow. In addition to the menu bar and toolbar, there is an artboard and predefined settings areas for parameterizing the variable elements. The following description explains these in an overview. The following articles describe how to attach and configure a specific variable element: Serial Numbers, Variable Barcodes & QR Codes, Variable Objects, and Variable Images. For information on how to create and edit variable elements, please refer to the article Creating and Editing Variable Objects.

2.1. Menu Bar

Figure 3: The menu bar of the VDP Editor

The VDP Editor's menu bar contains the following information and functions from left to right:

  • Print Item Name [12] – Name of the underlying Print Item to which the variable elements are added. The Print Item or Item Name may differ from the actual file name.
  • Save [13] – function for saving the VDP specification, which includes the position, form, and content of the variable elements.
  • Close [14] – function for closing the VDP Editor without saving the VDP specification.
  • Edit [15] – functions for copying and pasting VDP elements. The following functions are available in the drop-down menu.
    • Cut (ctrl + X or cmd + X) – cut the selected VDP element and place it on the clipboard.
    • Copy (ctrl + C or cmd + C) – copy the selected VDP element and place it on the clipboard.
    • Paste  (ctrl + V or cmd + V) – Insert the contents of the clipboard into the center of the Print Item.
    • Paste in initial position  (ctrl + shift + V or cmd + shift + V) – Insert the contents of the clipboard into the original position in the Print Item.
  • Warning Triangle [16] – Display warnings and errors that occur in the VDP Editor environment. Warning and error messages are used to validate VDP Jobs so that the user is informed at an early stage where problems occur and which issues can lead to errors in the output.
  • Help [17] – Display keyboard shortcuts that are available to help you work quickly in the VDP Editor.
  • VDP Editor Settings [18] – Options that affect the way the VDP Editor is used to ensure a smoother process.
  • Dim Static Content [19] – Clicking this button dims all static elements according to the percentage selected in the VDP Editor Settings so that users can identify the variable elements more quickly. When dimming is enabled, the icon is green.
  • ImageBox [20] – When the icon is yellow, the VDP Editor displays the size of the ImageBox so users can identify quickly if variable elements are being placed outside or too close to the TrimBox ([8] in Figure 2). When the icon is gray, the ImageBox is not displayed.
  • ImageBox + Bleed [21] – When the icon is turquoise, the VDP Editor displays the Bleed area ([9] in Figure 2). This allows users to quickly identify whether there is enough Bleed in the Print Item or whether a Bleed should be created first using a Fixup. When the icon is gray, the Bleed area is not displayed.
  • Transparency grid [22] – Clicking this button displays transparent areas in the Print Item using a checkerboard pattern. This allows users to see whether a variable element can be placed in the background at all and thus remain visible.
  • Zoom level [23] – Display of the current zoom level. Predefined zoom levels are available in the drop-down menu.

2.2. Tool Bar

The VDP Editor contains numerous tools that can be used to create variable elements. Some of these tools might already be familiar to users from the Impose Editor and the PDF Editor. Additionally, the VDP Editor's toolbar offers tools for creating variable elements – these tools are marked with the </> symbol and are also applicable for editing paths.

Figure 4: The VDP Editor's toolbar in the browser with the sub-tools expanded

The following tools are available in the VDP Editor:

  • Selection Tool [24] –  This tool allows to select objects by clicking on them. The keyboard shortcut for the Selection Tool is (V).
  • Direct Selection Tool [25] – This tool allows to select segments of an object or path in order to modify them. First select the element to be modified using the Selection Tool (V) and then edit it using the Direct Selection Tool. The keyboard shortcut for the Direct Selection Tool is (A).
  • VDP Picture Tool [26] – This tool allows to click and drag in order to create a rectangle that will serve as a placeholder for the variable image element. The keyboard shortcut for the VDP Picture Tool is (I).
  • VDP Text Tools [27] – These tools allow to create a path or object and use it to generate a placeholder with the default text Sample Content  for a VDP text element. Determine the position, content and appearance in the designated settings areas. When pressing the button for this tool, the selection menu will open. There you can select additional VDP text tools according to the application. These are:
    • VDP Text Tool – Create a straight line on which the variable text is positioned. The keyboard shortcut for the VDP Text Tool is (T).
    • VDP Text Ellipse Tool – Create an ellipse or circle on which the variable text is positioned inside or outside the path.
    • VDP Text Path Tool – Create a path consisting of straight lines on which the variable text is positioned. The respective corner points between the straight lines can be converted into a curve point afterwards.
    • VDP Text Bezier Curve Tool – Create a path consisting of curves, on which the variable text is positioned. The respective curve points between the curve segments can still be converted into a corner point afterwards.
    • VDP Text Polygon Tool – Create a polygon on which the variable text is positioned. The number of corners and the star shape can be determined while dragging and afterwards.
  • VDP Barcode Tool [28] – Use this to click and drag to create a placeholder for a barcode or QR code. The keyboard shortcut for the VDP barcode tool is (B).
  • VDP Object-Creating Tools [29] – Use these tools to create additional graphically variable objects whose fill and stroke colors can be varied. If you hold down this tool for longer, the selection menu opens, where further VDP object-creating tools can be selected according to the application. These are:
    • VDP Rectangle Tool – Drag and drop to create a rectangle. The keyboard shortcut for the VDP Rectangle Tool is (R).
    • VDP Ellipse Tool – Create an ellipse or circle.
    • VDP Path Tool – Create a path consisting of straight lines. The respective corner points between the lines can still be converted into curve points afterwards.
    • VDP Bezier Curve Tool – Create a path consisting of curves. The respective curve points between the curve segments can still be converted into a corner point afterwards.
    • VDP Polygon Tool – Create a polygon. The number of corners and the star shape can be determined while dragging and afterwards.
  • Edit Path Tool [30] – Use this tool to modify paths by adding or deleting path points and changing tangent points. The keyboard shortcut for the Edit Path Tool is (P).
  • Scissor Tool [31] – This tool allows to cut up paths retrospectively, for example to turn a circle into two semicircles. The keyboard shortcut for the Scissor Tool is (C) .
  • Measuring Tool [32] – This tool allows you to set the starting point of the measurement by clicking on the Print Item and to set the endpoint by clicking again. When you move the mouse pointer, the current measurement distance and angle are displayed. The keyboard shortcut for the measure tool is (M) .
  • Hand Tool [33] – This tool allows you to move the Print Item in the working window by clicking and moving the mouse. This is especially useful in conjunction with the zoom. The keyboard shortcut for the Hand Tool is (G).
  • Zoom Tool [34] – When selecting the tool, the mouse pointer becomes a magnifying glass with a "+" sign. If you also hold down the alt or option key, the magnifying glass is displayed with a "-" sign. The keyboard shortcut for the Zoom Tool is (Z) .
  • Fit to Page Width [35] – This tool automatically zooms to the width of the Print Item. Note that selecting the tool automatically zooms to width. The keyboard shortcut for Fit to Page Width is (W).
  • Fit to Page Height [36] – This tool automatically zooms to the height of the Print Item. Note that selecting the tool automatically zooms to the height. The keyboard shortcut for Fit to Page Height is (H).
  • Reset Polygon Tool to Default Values [37] – This tool can be used to reset the last used setting for the number of sides and the star shape of the polygon tool to the default value of a polygon.

Handy tips for using the tools

Find more information on how to use the individual tools in the article Handy Tips for Creating and Editing Variable Objects.

2.3. "Transform & General Settings" Tab

The Transform & General Settings tab offers slightly different functions depending on the selected object. The tab is divided into two settings areas: Transform and General Settings.

Figure 5: The Transform & General Settings tab after selecting a VDP rectangle element

Transform

The Transform section is used to define the position and shape of the selected object. The individual options are active or inactive depending on the selected tool.

Figure 6: Setting options in the Transform area when VDP Rectangle element is selected

The following settings are available for selected objects:

  • Origin and X or Y [38] – The origin of the selected object is the starting point of the transformation, i.e. the point from which the transformation takes place. The X and Y coordinates indicate the position of the selected starting point.
  • Width and Height [39] – The width and height of the object can only be edited when the VDP Image, VDP Barcode, and VDP Object Creation Tools are selected.
  • Rotate [40] – Rotate an object as desired. Rotate can only be applied when the VDP Image, VDP Barcode, or VDP Object Creation Tool is selected.
  • Mirror [41] – Mirror the object horizontally or vertically. Mirroring is only possible when VDP Image, VDP Barcode, or VDP Object Tools is selected.
  • Arrange [42] – The selected object is moved to the foreground or background on the currently used layer.
  • Convert Path Point [43] – Using the Direct Selection Tool, select a path's anchor point and convert it into a curve point or corner point by clicking on the respective symbol.
  • Smoothing Type [44] – Selecting the smoothing type option changes the shape of a curve point. There are five different options: None, Symmetric, Catmull-rom, Continuous, and Geometric.
  • Close Path [45] – This option automatically closes an open path by connecting the endpoint to the starting point.
  • Origin [46] – Define the reference point for the Align and Distribute options. The following options are available in the drop-down menu:
    • Align to Selection
    • Align to Sheet
    • Custom
    • ImageBox
  • Align [47] – Determine which edge the selected VDP elements should align with, based on the selected origin. Align the selected elements as follows:
    • Align Left
    • Align Horizontally Centered
    • Align Right
    • Align Top
    • Align Vertically Centered
    • Align Bottom
  • Distribute [48] – Determine how the selected VDP elements should be distributed based on the selected origin. Distribute the selected elements as follows:
    • Distribute Horizontally
    • Distribute Vertically

General Settings

In the General Settings section, define global settings for variable data. The settings you make can be used for all tools or objects.

Figure 7: The settings options in the General Settings area

The following options are available in the settings area:

  • File Name [49] – The file name of the currently loaded control file – CSV – is displayed here.
  • Upload/Replace CSV File [50] – A CSV file is uploaded or an existing CSV file is replaced.
  • Download [51] – The currently uploaded CSV file can be downloaded (but not deleted).
  • Delete CSV file [54] –  The currently uploaded CSV file can be downloaded (but not deleted).
  • Display CSV file [55] – The CSV file can be displayed in a list view, enabling you to check the contents.
  • Records per Print Item [52] – Defines how many records or lines of the control file are used on a Print Item. This option is required if several Print Items are available as one Print Item, imposed next to each other. The variable elements are to be used consecutively on this Print Item.
  • Select Image Directory [53] – This is used to specify the directory for the images that are addressed via the control file. Make sure that the server or path to the images in the Workflow under Administration > File Management has already been created.

2.4. "Content" Tab

With the Content tab determine which content should be used for the variable element. The tab is only accessible when a variable element was created with one of the available tools and the created element is selected.

However, the structure of the tab always follows the same logic. The following three areas are available.

  1. Data Source [56] - Select from which source or based on which rule the content should be created. The following data sources are available:
    • String - The content can be freely defined in the text field. Placeholders - entries of a CSV file, serial number, or a date - can be used.
    • Date - The content is defined by a date. Additional settings allow you to create a date dynamically depending on parameters or to choose different date formats.
    • Serial Number - The content of the variable element is generated based on a serial number definition. The serial number can be freely configured.
    • Column Index - The content is derived from the CSV control file. By selecting a Column Index, determine which column in the CSV file should be used for the individual record. Furthermore, define with which row to start or if contents should be trimmed.
    • Column Title - The content originates from the CSV control file. By selecting a Column Title determine which column in the CSV file should be used for the individual record. In addition, it is possible to define with which row to start or whether content should be trimmed.
  2. Definition area [57] - Depending on the selected data source, options are offered in this area, with which the user can compile or select the contents.
  3. Preview [58] - In this area a preview of the content that the user creates using the selected options, is offered for the current or the next records.

Figure 8: The three areas of the Content tab with selected Data Source String

Data Source "String"

When String was selected in Data Source [56] (Figure 8), any text can be entered in the definition area [59] resp. created with dynamically generated content based on placeholders [60].

Once a string has been defined, the user has to click Update [62] to display the final string on the Print Item.

Figure 9: The Contents tab for the selected Data Source String

Enter any text in the input field. If you want to add a placeholder to the text, this can be done in two ways:

  • Insert placeholder [60] - click the button to open the Choose Placeholder dialog.
  • @ - insert the @ sign to open the Choose Placeholder dialog.

Then, select the placeholder in the Select placeholder dialog. When you Save the dialog, the corresponding code for the placeholder is inserted in the text field of the definition area [59]. To parameterize the placeholder, either change the values in the code directly or place the cursor in the sub-variable in the text and enter the corresponding values in the parameterization area [61].

Figure 10: The Choose Placeholder dialog

Data Source "Serial Number"

If you have selected Serial Number [63] in the Data Source option, it is possible to influence the serial number sequence and the width of the serial number.

Figure 11: The Content tab with selected Data Source Serial Number

The following options are available to define the Serial Number:

  • Start [64] – Specify with which number the numbering should start.
  • Increment [65] – Specify what value the next number should get. The increment will be applied to all subsequent numbers.
  • Width [66] – Specify the minimum number of digits that the serial number should have. Thus, a serial number which is smaller than the number of the defined width, will have leading zeros.
  • Randomly Distributed [67] – Specify whether the Serial Number should be distributed in ascending or descending order or randomly. In any case, a serial number is used only once.
  • Repeat after [68] – Specify after how many records the Serial Number should start from the beginning. Example: Value = 5 leads to the following result: 1, 2, 3, 4, 5, 1, 2, 3, ...
  • Repeats [69] – Specify how many times a record should be repeated. Example: Value = 3 leads to the following result: 1, 1, 1, 2, 2, 3, 3, ...

Data Source "Date"

When Date [70] is selected in the Data Source option, it is possible to define a fixed date or a date based on the system date plus an offset. Furthermore, determine the format for the date..

Figure 12: The Content tab with selected Data Source Date

The following options are available for defining a Date:

  • Options [71] – Select whether a Series, a Static Date, or a date depending on the System Date + Offset should be created.
  • Offset [72] - Select the offset which should be added to the system time. This option is available only when System Date + Offset is selected.
  • Format [73] - Select which format - 10.04.2022 , 10.04.22, 10 April 2022, Sun. 10 April 2022 ... - should be used.
  • Language [74] - Select which language should be used for weekdays or month names - June 12, 2022, Sun June 12, 2022 | June 12, 2022, Sun June 12, 2022 ... -

Data Source "Column Index"

When Column Index [75] is selected in the Data Source option, it is possible to select the desired column from the CSV file on the one hand and crop the content of the text on the other. If several records of a CSV file have to be placed on one Print Item, the corresponding offset within the defined area can be specified.

Note that Column Index can only be selected when a CSV file was previously uploaded in the Transform & General Settings tab.

Figure 13: The Content tab with selected Data Source Column Index

After selecting a Column Index, the following options are available:

  • Column Index [76] – Select the desired column from the CSV file. Only as many numbers are available in the selection as columns are found in the underlying CSV file.
  • From the beginning [77] – Specify how many digits of the content should not be displayed at the beginning. Thus, the value from the CSV file will be truncated by the specified number of letters from the beginning. If a minus value is entered, the content will be trimmed starting from the end.
  • From Position [80] – The value entered indicates how many characters of the text string will be used, starting from the beginning. Example: The value 7 truncates 00_Textkette_01 to 00_Text.
  • Relative Line Index [78] – Select which offset in the records should be used for the variable element. This option is only relevant if you have selected a value greater than 1 in the Records per Print Item option in the Transform & General Settings tab. For example, if 3 Records per Print Item were selected, you have to enter the value 0 for the first variable element, the value 1 for the second variable element, and the value 2 for the third variable element in Relative Line Index.
  • Display Options [79] – Choose from the following two options:
    • Show shortest entry – Force the display of the shortest record in the CSV file.
    • Show longest entry – Force the display of the longest record in the CSV file. However, please note that the length is limited to the number of characters and not to the space required (text length)! Thus, shorter records with many wide characters such as w, m, o, etc. may not fit the given path length.

Data Source "Column Title"

If the entry Column Title [81] was selected in the Data Source option, select the desired column from the CSV file and trim the text's content. If multiple data records from a CSV file should be placed on a Print Item , specify the corresponding Offset within the defined area.

Please note that column titles can only be selected if a CSV file has been uploaded in the Transform & General Settings tab.

Figure 14: The Content tab for the selected Data Source Column Title

The options available are the same as those for the selected data source Column Index. For more information, see the description below Figure 13.

2.5. "Format" Tab

The options in the Format tab determine the appearance of the variable elements. The tab is only accessible if a variable element was created with one of the available tools and the created element is selected.  

Figure 15: The available settings area for Text, Barcode, Image and Object Format

Depending on which variable element is selected, different options, grouped in expandable settings areas, are provided for the format of the variable element. The following setting areas are present therein:

  • Blend Mode [82] – The Blend Mode (blend mode) defines how the content of the object is applied to the content of the background. For example, the Normal blend mode sets the background to Knockout, and the Multiply blend mode sets the object to Overprint. The other options include Screen, Overlay, Darken, Lighten, Difference, Exclusion,  Hue, Saturation, Color, Luminosity, Color Dodge, Color Burn, Hard Light, and Soft Light.
  • Text Settings [83] – Specify the alignment, position, and offset from the starting point for the text on the path. Left-aligned, centered, and right-aligned are available for the alignment.
  • Font Settings [84] – Set the font family, font style, font size, horizontal and vertical scaling, letter spacing, and text fitting options. If you still want to add an outline to the text, there's the option stroke width available. Furthermore, it is possible to create a dashed line by entering the length of the stroke and the gap.
  • Color Settings [85] – Select static color values for color areas. Furthermore, select the barcode based on CMYK values or Spot Color. Additionally, use entries from the data source (CSV file) to generate the colors.
  • Stroke Color Settings [86] – Static color values for strokes based on CMYK values or Spot Colors can be selected on the one hand. On the other hand, entries from the data source (CSV file) can be used to generate colors.
  • Barcode Settings [87] – Select already known settings from the Impose Editor, which can be defined for barcodes or QR codes. Depending on the type, different setting parameters can be used.
  • Background [88] – Select static color values on the one hand for barcodes based on CMYK values or Spot Colors. On the other hand, use entries from the data source (CSV file) to generate the colors.
  • Image Settings [89] – Select the horizontal or vertical alignment - left, center, right or top, center, bottom - of the image in the placeholder frame on the one hand, as well as the Image adjustment options - Fit image - Keep proportions and Fill image - Keep proportions. When the image should be fully fitted into the available frame, activate the Stretch checkbox.
  • Rectangle Settings [90] – Define the Stroke Width, Corner Radius, and the input of the length of stroke and gap for a dashed line. Use the ellipse and path settings for the values of the corresponding subset of functions.

2.6. "Layer" Tab

The Layers tab allows to create variable elements at the highest or lowest layer, show or hide variable elements, and delete variable elements.

The layer on which a variable element is created can be determined by selecting the layers VDP on highest layer or VDP on lowest layer. VDP elements placed on the layer are arranged below. Moving objects from one layer to another is possible by simply moving the variable element.

Figure 16: The Layers tab with variable elements at the highest and lowest layer

After variable elements have been placed on the highest resp. lowest layer, the following functions are available:

  • Expand / collapse Layer [93]  Click the arrow to display the elements assigned to the layer in the list.
  • Show / Hide Layer / VDP element [91] - All objects of the layer or individual VDP elements can be hidden and shown again by clicking on the symbol.
  • Lock/unlock layer [95] – Objects of the layer can be prevented from unwanted position changes during editing by locking the layer.
  • Select layer color [92] – By clicking on the colored strip, a selection color for the layer can be chosen. Selected objects are indicated by the selection rectangle in the selected layer color.
  • Delete VDP element [87] - Remove VDP elements from the Print Item by pressing the trash icon. The element is deleted from the Print Item without further warning. Revert the deletion by pressing cmd + Z (macOS) resp. ctrl + Z (Windows).

VDP Elements on the Lowest Layer are not Visible

Please note that VDP elements placed on the lowest layer are only visible if the Print Item is a transparent one without a background. Check the Print Item beforehand by activating the TR mode in the VDP Editor menu bar.

Locked layers are unlocked after saving

Please note that after opening the VDP Editor, all layers are unlocked, even if they were locked when saving. Therefore, locking layers only has an effect during the creation of the VDP Job.

Hidden VDP elements are visible after saving

Please note that hidden VDP elements are activated after saving the Print Item and are therefore included in the output. If a VDP element should not be visible in the output, the VDP element must be deleted before saving!

Artikel update: Workflow version 1.19.0 – 11/2024

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