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Starting, using, and stopping
the automatic numbering (and bullet) feature
and
Tips and tricks for using
automatic paragraph numbering, outlines, and numbered (or bulleted)
lists
Related pages -
Using,
creating, modifying, and saving outlines
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 Need to create numbered paragraphs or
item lists automatically so that numbers change when you
add, delete, or rearrange items?
Or (the opposite) . . .
Are you tired of WordPerfect turning automatic
paragraph numbering on whenever you type a number plus a tab
(e.g., 1<Tab>) to create a list?
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This is a QuickCorrect feature,
called "QuickBullets."
(See WordPerfect's Tools, QuickCorrect, Format-As-You-Go.)
It automatically uses WordPerfect's
Outline feature, calling up
an outline style chosen in Insert, Outline/Bullets & Numbering
(i.e., styles that create automatic outline numbering or bullets).
Some find it useful and others
don't. Here's how to deal with it. |
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To
turn this feature ON:
- First -- if the feature is not
already on (the default) -- do this: While your cursor is in
normal body text or in a new document, click on Tools, QuickCorrect,
Format-as-you-Go tab, and enable the QuickBullets option.
To use it:
- [In WordPerfect 10 and later;
for earlier versions --or any version -- see the quick toggling
method below:] To begin a numbered list at the beginning
of a line, type a number "1" then press <Tab>.
In Reveal Codes you should see these codes: [Outline][ParaStyle...][Style].
- Note that if you first
choose a different outline style in Outline/Bullets & Numbering,
then that numbering will take effect instead of the default numbering.
The [Outline] code helps define the numbering scheme. Using the
"Type-a-1-then-press-Tab" method "as is,"
the default number scheme is the Legal numbering style. When
you use the toggling method below, the
default is the Paragraph numbering style.
- [All versions, after the
outline starts:] Enter some text. When you press <Enter>
after entering the text, a new paragraph will be started, as
expected, but it will begin with the next number/numeral/letter
in the numbering sequence (depending on the Outline level you
are in).
- Note that you can press <Ctrl+Shft+L>
to insert a line break; this will start a new unnumbered
paragraph under the previous numbered one (press <Enter>
to resume automatic numbering). This is a good way to gather
several unnumbered paragraphs under a numbered outline
item.
- To stop the number list, press
<Enter> at the end of the current paragraph to start a
new line, then immediately press <BackSpace> to remove
the [Para Style] codes on the new line. You will then be able
to type ordinary unnumbered paragraphs.
- See also the section below on
toggling this feature on and off as needed,
regardless of the QuickBullets setting.
- As mentioned, you can change
the numbering (outline) style from the default style or the style
currently in effect in the document; see the Tips section below.
See also the tip there on using bullets
instead of numbers.
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To
turn this feature OFF:
- While in normal body text or
in a new document, click on Tools, QuickCorrect, Format-as-you-Go
tab, and uncheck (disable) the QuickBullets option. This
stops the automatic creation of lists when you press a number
or letter followed by a <Tab>, but you can still access
this feature with "toggle" keys (see the next section).
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To toggle this feature ON and OFF when needed:
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Since the automatic paragraph
numbering feature is useful for creating numbered lists and outlines
(or "bullet lists"), if you ever need to use this feature
again temporarily, you could just press a certain pre-assigned
shortcut key or click a toolbar button. (Using
a button seems to be a better and easier method, but this is
your choice.) This "toggles" the feature on; then use
the same key or press the button again to toggle it off.
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Note three
things about this method:
(1) Toggling works even if you
have QuickBullets turned off (disabled), which can be a handy
way to create a quick outline list in any document.
(2) The default Outline
numbering style used with this method is the "Paragraph"
style (1,A,i), the first style shown in Insert, Outline/Bullets
& Numbering.
(3) You can choose another (non-default)
numbering or bullet style with Insert, Outline/Bullets &
Numbering before using this toggle feature and it will
be used instead. (See also the tips section
about interspersing different Outline numbering schemes
in a document.) |
- To "toggle"
this feature on and off from the keyboard:
- For regular Windows keyboard
definitions this feature is normally already available by pressing
<Ctrl+H>. (For those who use the old DOS keyboard,
use <Ctrl+T>.)
- Note: These pre-assigned keys should act as "toggles,"
turning the feature on and off as needed. However, if you find
that the feature is not turned off (or on) using <Ctrl+H>
using the regular Windows keyboard and you get a "CtrlH
macro not found" error, you can either -
- create a macro by that
exact name (CTRLH.WCM) with just the OutlineBodyTextToggle command in it. This should solve the problem;
- or -
- assign the Outline Body Text feature (which performs the same function
as the macro command mentioned above) to <Ctrl+H> or any
other available key combination. See here
for information on assigning features to such shortcut keys.
(Note that this feature is found under the "Insert"
feature category drop list when you edit the keyboard definition.)
- You can also toggle this feature
off while in a numbered list by clicking the down arrow
in the "Select Style" drop list on the Outline property
bar and select "<none>".
- To assign
this "toggle" feature to a toolbar (or property bar)
button:
- Right-click on the toolbar or
property bar. Choose "Edit" to open the Toolbar (or
Property bar) Editor.
- Under the Feature Categories
list, choose "Insert," then scroll down in the Features
list to "Outline Body Text," select it, then click
on "Add Button." The new button should appear on the
toolbar or property bar. (You can drag it to a new position.)
- Finally, click OK on the Toolbar
(or Property Bar) Editor dialog to close it and return to your
document.
- The new button will act as an
On/Off switch for this feature.
- Note 1: It might be better to place this "Outline
toggling" button on the main toolbar or on the Outline Tools
bar (right-click the toolbar area and select Outline Tools) because
the Outline property bar will disappear -- and the new
button with it -- whenever an outline item is converted to normal
body text. You won't be able to use it to turn outlining back
on for that item since the Outline property bar will not be visible.
But if the button is on the main toolbar or you have made Outline
Tools visible, you will have access to this button.
- Note 2: You can also toggle numbers and outlining with
the Numbering button on the main toolbar (it has the numbers
1, 2, and 3 on it). It, too, is found in the Features Categories
list, under "Insert." [Thanks to Jan Berinstein for
this tip.]
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To
customize the style of the paragraph numbering, you can
-
- double-click the [Style] code
in Reveal Codes for any numbered (or bulleted) paragraph and
make changes to the Contents field (see here
for customizing tips); this will change the numbering (or bullet)
style for all such numbered (or bulleted) items in the
current document only; or
- use another, existing Outline
style; or
- create a custom
Outline style. Once such a different outline numbering scheme
is started in a document, it can be toggled on and off throughout
the document in the manner described in the above section. Custom
outline styles can be saved to the default template so they are
available in all new documents based on that template.
Also see the Tips section below for some more customization
ideas. |
 Tips:
- Promote
and demote (shortcut keys) with the Tab key: Demote (indent) the current outline level: Position
the cursor at the beginning of the paragraph and press the <Tab>
key. Promote (outdent) the level with the <Shft+Tab> keys.
- Outline property bar: In addition to the <Tab> key, you can use
the buttons on the context-sensitive property bar that appears
when your cursor is in the outline (assuming that View, Toolbars,
Property Bar is turned on) to promote or demote an outline level.
The other buttons on that property bar can collapse or expand
an outline, show or hide an outline's levels or body text, set
a new starting number, etc.
- Using shortcut keys instead of Outline property
bar button: As indicated
above, the command assigned to the <Ctrl+H> or <Ctrl+T>
key is "Outline Body Text." This toggles outline numbering
on and off. But you can assign several
features found on the Outline property bar to keys, if you prefer
to use the keyboard when working in outlines. Starting with WordPerfect
9 the following additional button features are available for
assignment: Outline Demote Item, Outline Promote Item, Outline
Move Item Up, Outline Move Item Down, and several related features;
all can be found under the Keyboard Shortcuts Feature category,
"Insert." For more information on assigning features,
macros, or keystrokes to keys or key combinations (or changing
the assignments), see here.]
- Select
and automatically number:
If you select some text first and then press <Ctrl+H>
(or <Ctrl+T>, if using the DOS keyboard), or click the
assigned button if you use that method, the selection -- up to
the end of the paragraph -- will be numbered automatically. If
your toolbar has a button with a "123" icon ("Numbering
- Create numbered lists and outlines"), you can select text
and click the button.
- To
create automatic bullets instead of the default paragraph
numbers, first click Insert, Outline Bullets
& Numbering, <Bullets> tab; then choose a bullet style
and click OK.
- Alternative
#1 - If QuickBullets is enabled in Tools, QuickCorrect,
Format-As-You-Go, QuickBullets:
- To create a bulleted list using
QuickBullets, at the beginning of a new line, type one of the
following characters, followed by a Tab or Indent, to produce
the corresponding bullet: >, o, *, O, ^, -, +.
- Type the text, then press <Enter>
to begin the next list item. Continue to add items by pressing
<Enter>, then typing text.
- Note that using the letter "o"
or "O" to start a QuickBullet list will cause QuickBullets
to employ a multi-level outline list whereby pressing
<Tab> or entering an indent at the beginning of the second
and subsequent paragraphs (before typing text in the paragraph)
will indent both the bullet and the text. Starting a QuickBullets
list with the other characters (>, *, ^, +) will create a
single-level bullet list whereby pressing <Tab>
or entering an indent will indent the paragraph's text only,
not the bullet.
- To end the list, press Enter,
Backspace -- or simply toggle the list off (see the above section,
"To toggle it ON and OFF when needed").
- If you do not want one of these
characters followed by a tab to begin a bulleted list, add it
to the QuickCorrect list. Click Tools, QuickCorrect, then type
the character in both the Replace and With text boxes.
- Alternative
#2: You can insert a bullet
(i.e., a bullet list paragraph style), at the beginning of the
current paragraph or in the middle of another paragraph outline
style, with <Ctrl+Shft+B>. The "Insert Bullet"
feature is assigned to these keystrokes (a "shortcut")
by default; therefore, QuickBullets does not need to be enabled
for this shortcut to work.
- Once you have used <Ctrl+Shft+B>
at least once, the bullet list paragraph style will be added
to your default template and show up in the Select Styles list
on the Text property bar in all new documents. You can delete
this bullet style by editing your default template and deleting
the style there (Format, Styles, <choose style>, Options,
Delete); however, it causes no harm to leave it in the styles
list, and in any case you can still use <Ctrl+Shft+B> to
insert the bullet.
- Alternative
#3: You can also create a
custom bulleted outline list. For example, to use an asterisk
(*) character symbol for bullets:
- Click Insert, Outline/Bullets
& Numbering, Bullets.
- Click on "More Bullets."
- Type 0,42 in the Number box
to select the asterisk character, then click "Insert and
Close."
- This creates a new type of bulleted
list that uses an asterisk symbol for the bullet character. Click
OK to begin creating the list.
- To use this type of list again
in the current document, click Insert, Outline/Bullets &
Numbering, Bullets and select the list.
- To save this new custom bullet
list for use in other documents: In the Bullets & Numbering
dialog, click Options, Copy, Default template.
- Also see "METHOD B: USING
GRAPHIC IMAGES FOR OUTLINE BULLETS" here: Create
custom bullets for your outlines.
- Removing
automatic numbers (or bullets): To
remove automatic numbers from your document, select the numbered
paragraphs and click Format, Styles, <None>, Insert (or
Apply in WP8). If your toolbar has a button with a "123"
icon ("Numbering - Create numbered lists and outlines"),
you can select the numbered item(s) and then click the toolbar
button to remove numbering for that selection.
- Selecting numbered items first, then using the
"123" button to un-number them, will only remove numbering
from one paragraph (the last one in the selection) in WordPerfect 8.
In WordPerfect 9 and later versions, all selected items
are processed. The "Format, Styles, <none>, Apply"
method will work better in WordPerfect 8 for removing automatic
numbering from several paragraphs at a time.
- You can insert one or more unnumbered
paragraphs of text under any outline number (or bullet) and
maintain tabbed alignment by using a Line Break at the end
of each inserted paragraph (<Ctrl+Shft+L>) instead of using
the <Enter> key (i.e., a hard return). Pressing <Enter>
automatically increments the outline (at the same level), but
using line breaks does not.
- Converting automatic numbers (or bullets) to plain
text: If you want to convert automatically numbered
or bulleted paragraphs (those with items that begin with a [Para
Style][Style] code pair) to their text equivalents (bullets are
converted to text symbols), you can select the paragraph
items, press <Ctrl+C> to copy the selection, then immediately
click Edit, Paste Special, Unformatted text. Note that formatting
will be lost in the paragraphs, but this is usually a minor problem
to fix. Alternatives:
- Open Reveal Codes and select
just the code pair at the beginning of each item, then
press <Ctrl+C> to copy the selection, then immediately
click Edit, Paste Special, Unformatted text. (This tip works
in WP8+. Not tested in earlier versions.)
- Note that with the above alternative,
remaining outline numbers will be automatically renumbered, so
if you need to do this for more than one outline item, start
at the highest number and work backward to preserve the numbering.
- To automate the process for
the entire document, try the macro: "Replace outline numbers with text equivalents.wcm," downloadable in Repl-OL.zip.
- Use John Land's (modified) #PAR2TXT macro, which
automates the process of converting paragraph numbers to text.
- Insert a paragraph number anywhere with
<Ctrl+Shft+F5>, which opens the small Insert Paragraph
Number dialog. This feature makes it easy to automatically number
items inside a paragraph. (You can also add the Insert
Paragraph Number feature to a toolbar
or property bar.) Subsequent intra-paragraph
numbers might cause WordPerfect to insert a hard return ([HRt])
and an [Outline] code; simply delete them in Reveal Codes to
"close up" the new number and adjacent paragraph text.
- To start a numbered paragraph with a different
number, place the cursor inside that paragraph and click
the "Set Paragraph Number" on the Property bar. Most
often this is used to start a new list with the current paragraph
number reset to "1."
- To
quickly change from one outline style to another, or change to
an outline style "inside" the current outline --
for example, to change mid-stream from the default Paragraph
(Level 1-9) style to Legal (Legal 1-9) style, or to insert several
bulleted items in a numbered outline -- simply select
the outline text with your mouse, click Insert, Outline/Bullets...,
choose the new outline style, then click OK. You may have to
delate an extra hard return [HRt] code in Reveal Codes to "close
up" the outline.
- NOTES
- WP8:
- When inserting Bullet
outline items, enable the "Resume outline or list."
- For Number outline items
of a different Number outline style, choose "Start new outline
list," then apply the new numbering style. In Reveal Codes,
you probably will want to delete the [Para Num Set]
code in front of the inserted outline items so that numbering
resumes properly after the newly inserted number outline.
- WP9+:
- When you change an outline/bullet
style inside another existing outline (thereby "nesting"
the outline styles), use "Apply selected layout to current
outline/list" for the inserted style (e.g., Bullets), not
"Start a new outline list." The latter choice will
cause numbering to start at "1" when you resume the
original Number-style outline.
- When you change an outline style
as you type the outline, you should choose "Start
new outline..." or "Insert new outline...". However,
numbering will be rest to "1" (as expected, since it
is a new outline); you can set the current paragraph number in
an outline with the button for this purpose on the outline property
bar that displays when you are inside an outline, if you want
to "resume" numbering from the original outline.
- Generally, it is easier (and
possibly more reliable) to insert a few bullet outline items
inside another outline style if you (1) type the primary outline
first, then (2) go back and select the items you want bulleted,
and then (3) apply the Bullet outline style (with Insert, Outline/Bullets...,)
to just those selected items as explained in the above paragraphs.
- To
make an indented outline or numbered list (using
either Tabs or paragraph indents), press the <Tab> key
or click Format, Paragraph, Indent before you toggle numbering
or outlines ON (for normal keyboard definitions this is usually
done with <Ctrl+H>. For the DOS keyboard, it is
usually <Ctrl+T>). When you press <Enter> the next
item will start under the current tab stop, rather than at the
left margin. Thanks go to "Rex's Mom" on the Corel
WP10 newsgroup for this tip.
- Note that you can also select
the items after they have been created and then press
<Tab>. All items will be tabbed over to the next tab stop.
- To make an outdented outline or numbered
list
so that the first-level numbers
appear outside the left margin:
- You might want to create a new
paragraph outline style especially for this purpose; see "Creating or modifying outlines."
Or, in Reveal Codes, you can just double-click the [Style] code
in the numbered paragraph style to bring up the Styles Editor.
Add a hard Back Tab to the beginning of the string of codes shown
in the Contents field of the Styles Editor. [In the Editor: click
Format, Paragraph, Back Tab.)
- For second and subsequent level
numbers, you will need to modify that level and insert two Back
Tab codes, etc.
- If you simply modified the style
rather than created a new one, it will only apply to the current
document.
- Text Outlines
are basically chained styles with an outline ability. When you
use text outline styles, the Outline Property Bar displays on
screen, which lets you expand, contract, promote, demote, move
up/down, etc., so you have an automatic outline to work with,
not just a fancy style. Try clicking on one of the icons that
demonstrates one of the outline styles, then click OK. Type some
text, hit <Enter>, type some more, hit <Enter> etc.
(When you are inside the outline, notice the property bar that
appears.)
- If
you want to set or toggle the QuickBullets feature, along
with more than a dozen other features, see the author's QC
macro. This macro could be used as a startup macro, or played
whenever these settings have been changed (as sometimes happens,
for example, when you edit a macro).
- Do you create multiple-choice tests? Here's a tip on creating a 2-column test with the
questions in column 1 and the answers nicely lined up in column
2:
- Start the multiple-choice exam:
Click on Format, Columns, and choose 2 columns, and Parallel
w/Block Protect. Adjust other options as desired. (You might
want to make column 1 narrower than column 2, for example.) Click
OK to return to the body text and the new column format.
- In column 1, type the first
question's number (e.g., "1"), a period (full stop),
and a Tab (or use the assigned shortcut key to start outline
numbering, as explained above).
- When you have finished typing
the question, do not press <Enter>; instead, press
<Ctrl+Enter> to jump to column 2, then immediately press
<Tab> to start the next level of outlining (or click the
Demote arrow on the property bar). This should insert an "a.",
whereupon you can start typing your answers. Press <Enter>
after each answer, except the last one for that question.
- When you have finished typing
the answers to the question in column 2, press <Ctrl+Enter>
to return to column 1, then press <Shift+Tab> to promote
the numbering up (or click the Promote button on the property
bar); you should now see a "2." in column 1. Type the
next question, then instead of <Enter>, press <Ctrl+Enter>
to jump to column 2, etc.
- Click on Format, Columns, Discontinue
when finished typing the answers to the last question.
- Need a new bullet outline 'style'? See create custom bullets
for your outlines.
- Want
to create a numbered list with checkboxes on the right (e.g.,
a "To Do" list)? Here's how (this works in WP11;
other versions should be similar):
- 1. Click on Insert, Outline/Bullets
& Numbering. Under the Numbers tab, click on the icon labeled
"Numbers 2" to select it.
- 2. Click the Options button,
and click on Copy to make a copy of this outline that you can
edit to make a brand-new outline. The Outline Definition Copy
dialog opens. If you want to copy the new outline style to the
default template, click on the radio button "Default template";
otherwise, click OK. The Outline Definition Duplicate dialog
opens; give the style a name such as "Checklist" then
press OK. The new style will be added to the bottom of the icons.
(It should already be selected; if not, select it.)
- 3. Click on the Edit button.
The Create Format dialog opens; this is where you will set up
your Outline style. (Each outline in WordPerfect has a style
associated with it.) Notice that the current outline is a single
level style; the preview pane shows a list of single-level numbers
on the right side of the dialog. We will now add a check box
to the right of these numbers by creating a new style associated
with this outline.
- 4. Click on Create Style. The
Style Editor opens. In the Style Name field, give the style a
name such as "Checkbox." (The name of the style in
the name of the outline must be different; here, we have used
similar names as a memory device.) You can give the style a brief
description, too. The field labeled "Enter key inserts style"
should say <Same Style>, the Type field should be set to
Paragraph, and the check boxes "Automatically update style
when changed in document" and "Show 'off codes'"
should be checked.
- 5. In the Contents field, place
the cursor after all codes; that is, make sure it is to the right
of the code labeled "Codes to the left are ON - Codes to
the right are OFF." (Just click inside the Contents field
and move the cursor into position with the <Arrow> keys.)
- Tip: If you want the checkbox
to appear immediately next to the paragraph number, place the
cursor either in front of the [Para Num] code or after it, depending
on where you want the box to appear in relation to the number.
- 6. Optionally add one or two
separator spaces (simply press the Spacebar) or a flush right
with dot leaders (click on Format, Line, Flush Right...), then
press <Ctrl+W> to bring up the Symbols list. Choose a box-like
symbol such as the one in Typographic Symbols, number 4,38. Click
on Insert and Close. The block symbol should now be inserted
in the Contents field. Click OK to return to the Create Format
dialog. Notice the new style in the Preview pane.
- 7. Click OK twice to return
to your document. The first outline number should the on screen.
Simply type in some text and press the <Enter> key. A small
check box should appear to the right of your text. Each time
you press the enter key a new outline number will appear along
with the small check box.
- To toggle the outline list on
and off, see the top of this page.
- Want to create "dot aligned" outlines
[e.g., Roman numerals right-aligned on the period ("full
stop") that follows each number]?
- 1. Click on Insert, Outline/Bullets
& Numbering. Under the Numbers tab, click on the desired
icon (e.g., the one labeled "Roman") to select it.
- 2. Click the Options button,
and click on Copy to make a copy of this
outline that you can edit to make a brand-new outline. The Outline
Definition Copy dialog opens. If you want to copy the new outline
style to the default template, click on the radio button "Default
template"; otherwise, click OK. The Outline Definition Duplicate
dialog opens; give the style a name such as "Roman 2"
then press OK. The new style will be added to the bottom of the
icons. (It should already be selected; if not, select it.)
- 3. Click on the Edit button.
The Create Format dialog opens; this is where you will set up
your Outline style. (Each outline in WordPerfect has a style
associated with it.) Notice that the current outline is a single
level style; the preview pane shows a list of single-level numbers
on the right side of the dialog. We will now create a new style
associated with this outline.
- 4. Click on Create Style. The
Style Editor opens. In the Style Name field, give the style a
name such as "RomanAligned" (The name of the style
in the name of the outline must be different; here, we have used
similar names as a memory device.) You can give the style a brief
description, too. The field labeled "Enter key inserts style"
should say <Same Style>, the Type field should be set to
Paragraph, and the check boxes "Automatically update style
when changed in document" and "Show 'off codes'"
should be checked.
- 5. In the Contents field, place
the cursor before (i.e., in front of) all codes. (Just click
inside the Contents field and move the cursor into position with
the <Arrow> keys.)
- 6. On the Styles Editor's menu,
click Insert, Tab to insert a Left tab.
- 7. Double-click on the newly
inserted [Left Tab] code. The Tab Set dialog appears. Set the
Tab type to Decimal, and the Tab position to at least 0.05".
Click Set, then Close. IMPORTANT: Now remove any [Dot Lead] or
[Dec/Align] codes by pressing <Backspace>. The main operational
codes in the Contents field should now be these codes:
- [Tab Set][Dec Tab][Para Num:
1][Hd Left Ind]
- 8. Click OK three times to get
back to your document. The first outline
number should the on screen. Simply type in some text and press
the <Enter> key. Each time you press the enter key a new
outline number will appear, right-aligned on the period ("full
stop")..
- To toggle the outline list on
and off, see the top of this page.
- Display
a tally of your numbered paragraphs: For example, you might start a section of a document
with something like this: "The following ? items (or questions,
etc.) should be ...," where the question mark will show
the total number of paragraphs in the following outline (or section
of an outline).
- Note that this technique requires
that the following paragraphs in the outline begin with numbers,
not letters, that are chosen with Insert, Outline..., such as
the "Paragraph" or "Legal" outline. If a
Letter is used, the tally will be a letter, too.
- Click in the document location
where you want to create a tally of the paragraphs (usually after
any paragraph outline codes), then use Tools, Reference, Cross
Reference and choose "Paragraph/Outline" as the Reference
Type. In the Select Target field, type a target name such as
"tally". Then click Mark Target to insert the [Target]
code into the document.
- Next, click in the location
where you want the tally number to appear (e.g., just
above the paragraph outline). Then click Mark in the Cross Reference
dialog to insert the [Ref Para] code. A "?" appears
in the document at the cursor location.
- Click Generate..., OK, to generate
the cross reference. The tally -- the total number of paragraphs
up to the [Target] code -- should appear where the "?"
was displayed.
- Note that the tally is simply
the last number in the sequence of paragraph numbers. No actual
mathematical operation takes place. Hence the recommendation
to place the [Target] code outside of the last [Para Style] code
in the outline, in case you want to add more paragraphs to the
outline.
- Refer
to the same range of outline items in your document even
if items are added or deleted in the outline: For example, you might want to cite
several contiguously numbered paragraphs, such as "...see Steps 3 to 6." Assuming you have used the automatic
Outline numbering feature to number the steps in your document,
here's how to do it.
- 1. Open Reveal Codes so you
can see what is happening. Click on Tools, Reference, Cross Reference
to display the Reference Tools dialog. For the Reference Type,
choose "Paragraph/Outline."
- 2. With the Reference Tools
dialog still open (you can drag it to relocate it on screen),
select the first word or two of the text in step #3's paragraph,
then click inside the Select Target field. (The selected words
should appear there. Alternatively, you can type a name into
the field, if that works better for you.) Click the Mark Target
button. A [Target] code is inserted in the document, in the outline's
paragraph just to the left of the word(s) you selected and marked.
- 3. Repeat #2 above for the next
to-be-referenced outline item.
- 4. Now that the two targets
have been marked, place the cursor in the document just after
the "...see Ssteps " phrase, and in the Reference Tools'
Select Target field, choose (i.e., click on) the target name
for the first item, then click the Mark button (not the Mark
Target button). A question mark ("?") placeholder appears
in the document's text, produced by a [Ref Para] code that is
inserted in the document.
- 5. Type the word "to"
bracketed with spaces, and repeat #4 above for the second item.
- 6. Click the Generate button
in the Reference Tools dialog, or click on Tools, Reference,
Generate. This brings up a small Generate dialog where you are
given two choices: Save Subdocuments and Build hyperlinks. The
first is only useful if you are working in a master document
which has one or more subdocuments (for more on this topic see
here), and the second is only useful if you have hypertext links
in the document. Most often, you can just click OK.
- 7. You should see the following
in the documet text: "...see Steps 3 to 6"
- 8. Now, test the results: Place
the cursor at the end of the text in step 2 and press <Enter>.
This should insert a new step 3. Re-generate the references with
the Reference Tools dialog's Generate button or click on Tools,
Reference, Generate. You should now see the following in the
document text: "...see Steps 4 to 7"
- NOTE: When editing the outline
paragraphs, use Reveal Codes to ensure that you do not delete
the cross-reference [Target] codes.
- Skip all of a Legal outline's first
levels (in WordPerfect 9 and later): Here's how to create an automatically numbered,
outline list like this, where the first level numbers
(1, 2, 3, etc.) are skipped but second (and subsequent) levels
are available -
1.1 Job requirements
1.2
Education
1.3 Employment
2.1 Job
description
2.2 Other duties
...etc.
Notice there are no items numbered
with a single, whole number (1,2,3) in the above list -- as would
be the case when using the standard Legal outline -- because
those would be first-level items. The list above is made
up of second-level (Legal-style) outline items. (Third-
and subsequent-level items are still available by demoting
an item.)
Such a numbering scheme might
be useful in legal documents, non-fiction books, procedure manuals,
and so forth.
- Procedure with a new outline:
- Start the new outline list by
clicking Insert, Outline/Bullets... and choose a Legal outline
style from the icon list (usually, there are four to choose from).
Click OK. If you use the "Legal" outline style, this
will insert a "1" in the document, at the left margin.
This is the first level of the outline.
- Immediately press <Tab> to demote the first
level. This will produce a "1.1" (or similar) in the
document. This is the second level of the outline.
- Type some text, and press <Enter>
for the next item at this level, "1.2". Repeat as needed.
- When you need to produce the
next higher main number in the level's sequence (i.e., "2.1"),
press <Enter> and then click the "Set Paragraph Number"
button on the Outline property bar that displays whenever the
cursor is inside an outline. Then either -
- set the number to one higher
than what common sense would tell you: That is, set it to "3" to produce "2.1"
in the outline; or
- type the number you want
to use for that level.
That is, type "2.1" to produce "2.1". (You
can even omit the period/full stop separating the numbers.)
- Note that this method works
only for the level you are currently using for your outline. For example, iIf you are using second-level
items (n.n) at that point, you would only type second-level numbers
(e.g., "2.1," "3.1," etc.). If you need a
third-level item, first demote the current two-level item
down to a three-level item (n.n.n), then type a third-level item
into the dialog (e.g., "3.1.1"). If you don't demote
the item first, WordPerfect will "round up" the current
number to conform to the current level's scheme (e.g., two-level
numbers).
- To create third- and subsequent-level
numbers, press <Tab> or <Shift+Tab> as usual to demote
or promote an item (or use the property bar).
- Procedure with an existing
outline: You can set
new paragraph numbers anytime, even in existing Legal outlines.
For example -
- Use one of the Legal outlinea
during the first and subsequent drafts of the document.
- Then, during the final draft,
force the outline to skip all first level numbers by demoting
all first level items (e.g., change "1"
to "1.1" with the demote arrow on the Outline property
bar). You can select adjacent first-level items and use the demote
button on the property bar.
- Place the cursor in any subsequent
second-level outline item and set the new paragraph number
(e.g., from "1.4" to "2.1"), as detailed
in the previous "new outline" section. (For third-level
items, you will need to promote them to second-level before you
can renumber them.)
- Note: This trick seems to work only with the Legal
("decimal"), multi-level outlines and not to other
multi-level outlines. If you use other, non-Legal multi-level
outlines you can set the paragraph number to the expected value
(e.g., "2") and get the desired result.
- Reset multi-level
outline levels (e.g., Legal-style outlines) to a custom number. (This
is a variation on the previous tip.)
- A user wanted to change what
would normally appear as 2.1.1 to 8.3.1 in a Legal-style outline
list.
- Here's how to do it. To try
out the procedure first, create a sample Legal-style outline,
including an item numbered 2.1.1, like this:
- 1
1.1
2
2.1
2.1.1 xSample text
2.2
2.2.1
- Then place the cursor in front
of (i.e., just to the left of) the text in item 2.1.1, where
the "x" is in the example above.
- Then click the Set Paragraph
Number button on the Property bar that should be displayed, and
type in a value of 8.3.1 in the dialog that pops up.
- You should see this -- including
a renumbered sequence of the remaining items:
- 1
1.1
2
2.1
8.3.1 xSample text
8.4
8.4.1
- Note that you must have, for
example, a three-level item (n.n.n) to change it to another three-level
item, as in the above sample. For instance, if you also try to
change the 8.4 in the above sequence to 9.1.1 (a third-level
item), you will get 9.2 (a second-level item; WordPerfect "rounds
up" to maintain a two-level scheme). So, first demote
the 8.4 down to 8.3.2 by placing the cursor before any text on
that level and then pressing <Tab>. Or use the appropriate
Property bar button to demote the level to 8.3.2. Then
type 9.1.1 into the dialog and you'll get 9.1.1.
- See also "Creating and Modifying
Outlines" [e.g., create fixed-width paragraph numbers
(001, 002) and other custom-formatted paragraph numbering and
numbering styles, such as adding one or more tabs in front of
the number]. And if you plan on using outline headings in a Table
of Contents, see "Mark a style for
inclusion in a Table of Contents". Some basic information
about styles and several links to related pages can be
found here.
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