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Some tips on modifying outline styles
☼ Save or retrieve an outline style:
If you intend to use a newly
created ("custom") outline or a modified
standard outline later with new documents, you will
need to copy it to your default (or other) template, or retrieve it
from another document, template, or disk file.
This is explained in Method B, Step 9, below; however, you should perform the previous steps first.
☼ If you wish to create a
modified version of a standard outline style:
It is always a good idea to first
make a copy of an outline style (or anything else you want to
modify), saving it with a different name, then modify the copy (not the
original).
This is especially true in an
organization with many users who might share documents, and where
another user's style with the same name could overwrite your own custom
style.
To make a copy before you begin making modifications, use the Options
button on the Insert, Outline/Bullets & Numbering dialog. You can
make a copy just for the current document, then if all goes well, you
can save a copy to the default template.
☼ Resetting (restoring) outlines to the
factory default:
If you modified a standard
(i.e., WordPerfect factory shipped) outline style, you should be able to
restore that outline style to its default settings with Insert,
Outline/Bullets & Numbering, <click on the outline's icon>, then click Options button, Reset.
(N.B.: These choices
are on the <WordPerfect Menu>, not a <Microsoft Word>
menu.)
☼ See also the Tips in the previous section.
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Minor changes
For example, you could add a short
string of text before the outline's number to produce outline numbering
like "Chapter 1" or "Paragraph 1".
For such minor changes to an existing
outline's appearance in the current document you can click the Modify button on the Outline property bar
that appears when your cursor is inside an outline. [This assumes that
the View, Toolbars, Property Bar option is enabled (ticked); for more on toolbars and
property bars see here.]
You should then see (in Reveal Codes) a
new [Outline] code appear in the document text, and in Outline/Bullets
& Numbering you should see the newly added string of text appear in
the graphic representation of the outline style.
Note that such changes are document-specific. To save them as part of your default template for future use in other new documents, see Method B, Step 9 below.
To make more extensive changes to the outline -- e.g., add formatting codes -- see the next section.
More extensive and/or more permanent changes
For example, you could modify paragraph
spacing between outline items, or change font formatting.
You can also save the changes to the outline style for future use in other documents. Method A: Brief modification method for outline styles in the current document.
[Advanced
level
users might prefer this method for many "on the fly" modifications in
the current document. Use Method B to save a modified version for both
the current document and for future use in other documents.]
Step 1:
Double-click
on the outline's [Style] code in Reveal Codes for the level you wish to modify. This opens the Styles
Editor for more precise, direct editing of the outline style for that level.
Step 2.:
Make your changes in the Contents pane and close the dialog with OK.
Tips
• Be sure to review the short section above about outline format codes. It is helpful to know how WordPerfect creates outlines if you decide to modify them.
• See also the "Alternatives and Examples" section below if you want to add or delete tabs or indents, or put several (repeating) words or sentences in front of outline numbers.
• Sometimes it is easier to start from scratch. See the Tips section in "How to Create New Custom Outlines" above.
Method B:
Step-by-step modification method to modify outline styles in the
current document and (optionally) save them for future use in other
documents.
Step 1:
Click on Insert,
Outline/Bullets & Numbering, Numbers tab (or Bullets or Text tabs).
Step 2:
Select an existing
outline (numbers, letters, bullets, etc.) by clicking on its graphical
(icon) representation in the dialog's window with your mouse.
Then either
-
Step 2(a): Click the Edit
button to directly modify the chosen outline for the current
document only
- or -
Step 2(b): To make the
modified outline style available in the current and future documents:
•
Click the Options button, and then click on Copy to make a copy of this
outline, so you can edit it to make a brand-new outline. The Outline Definition Copy dialog opens.
• Click
OK to accept the default radio button choice ("Current Document") to
save your future modifications (which you'll make further down in these
instructions) just to the current document (you'll save them to the
default template later). The Outline Definition Duplicate dialog opens.
• Give the copied style a
name (perhaps similar to the original), then press OK.
¤ The new outline style
will be added to the icons.
¤ Its graphic (icon)
representation should already be selected; if not, select it now, then
click Edit.
(Step 2 continued:) The Create Format dialog
will appear. This sets up the general outline numbering scheme. Since
you are modifying an outline that already has a name, the name and
description fields will be grayed out.
Step 3:
For the "List Type,"
choose either one of these two radio-button choices:
(•) "Single level list" for outline styles that contain just one level -- e.g., a normal list of numbers
such as 1.,2.,3. (or I, II, III or First, Second, Third), etc.; or fixed-width numbered paragraphs
such as 001, 002, 003, etc.; or bulleted lists), [For one-level outlines, you should not change the type to "Multi-level list".]
- or -
(•) "Multi-level list" for
a typical outline style (e.g., 1, a, I, etc.). [Some outline styles,
such as Bullets, in some versions of WordPerfect might default to the
"Single level list"; simply click the other radio button.]
Step 4:
In the largest field in
the dialog, click on the outline level(s) you want to modify to select
it.
• In the "Text before:" field
(above the list of outline levels) you can delete the current contents
and/or enter a word or short phrase to precede the actual outline
number or letter (e.g., Article, Section, Chapter, etc.), or you can
enter (or replace) a symbol such as a bullet (by pressing
<Ctrl+W>, select the symbol, then press Insert and Close).
• See also the "Contents"
pane in the Styles Editor (discussed below), if you need to add tabs, indents, etc., before or after the outline number.
Step 5:
In the "Number/Bullet"
drop list (above the list of outline levels), modify the level's number
as desired.
For example, if you are
modifying an existing Legal number outline, you could use 1, 1.1, (a),
and (1) for the first four levels; or if you are modifying the standard
Roman numeral outline, you could use I. and I.A for the first two
levels (assuming a multi-level Roman numeral outline). Just put the
cursor in the "Number/Bullet" field and type (for example) an "A"
character after the "I." characters.
Single-level outlines can be modified in the same way.
Note the Number/Bullet drop list contains a special option at the end: "More". Click it and you can insert other symbols.
If you are modifying a
Bullet outline or other single-level outline, you can now skip to Step 7.
Step 6:
Then do either
one of these two steps for each outline level:
Step 6(a): In the "Style" drop
list, choose an existing style for the currently selected level
(or just accept the existing styles),
- or -
Step 6(b): Click the
Create Style button to modify the currently selected
level's style. The Styles Editor dialog will appear. The Contents pane in this dialog sets up the formatting -- or style
-- of the outline paragraph (how it will be indented in the document,
etc.).
• In the Styles Editor,
give the new format style a name and a description -- probably the same
or similar name you gave to the outline scheme. For example, if you are
modifying a copy of the Roman outline that you have named Roman2, and
the currently selected level is #3, you could use a name like Rom2Lev3.
This makes the new style easier to identify in a styles list.
(Incidentally, you must give each new style a name.)
• The "Enter key inserts
style:" field should generally be set to <Same Style> or to
whatever setting the original used.
• The "Type" should
generally be set to Paragraph or to whatever setting the original used.
• In the "Contents:"
pane, you will see some default formatting codes.
¤ If desired, you can usually delete
any codes surrounding or following the [Para Num] code, such as
the default [Hd Left Ind] code that follows the
[Para Num] code (this code is responsible for indenting the entire
paragraph from the margin by one tab stop; to wrap to the left margin,
some users replace it with a Tab using Insert, Tab on the Styles Editor
menu).
¤ You can also insert
your own codes using the Insert or Format menu items at the top of the
Styles Editor window.
¤ You can also add
text labels following (or preceding) the [Para Num] code, with
formatting, such as "Section" or "Definition:"
Note
Be sure to retain
the [Para Num] code, since this contains information about the
structure of the outline itself (the number of levels, etc.).
[See both
Examples and Tips in the "How to Create New Outlines" section above.]
Tip
The checkbox at the bottom of the Styles Editor,
"Show 'off' codes," can be used to set formatting that
follows the level's numbering. See it used in some examples below and also in customizing other styles here and here. [Brief explanation: When ticked, it causes a long code ([Codes to the left...]) to appear in the
Contents pane -- a type of "placeholder" that you can either directly select
in that pane with Shift+arrow and apply paired-code formatting to the selected code so as to
format the following
material, or you can just insert single-code
formatting (e.g., a font code, hard return code, etc.) after it so as
to format the following material. See the aforementioned examples to
give you some ideas on how to use it.]
Step 7:
Click OK to return to
the Bullets & Numbering dialog, then OK again to return to the main document screen.
Step 8:
Test the outline in
your document.
Do not close the document without saving it until you have read the next step.
Step 9. IMPORTANT:
• To save this new outline in
your default template to make it
available in all future documents, select the newly modified outline
with Insert, Outline/Bullets & Numbering. Then click Options, Copy,
Default template (answer Yes to "Overwrite...?"), OK.
If you do not do this the
modified outline will be available (saved) in the current document
only.
[Tip: You can also retrieve
custom outline styles -- like any other custom mstyle -- into your
current document or a template. See here.]
• To remove or edit this new outline in the future, simply
edit your default template as explained here
and delete it from the Bullets & Numbering dialog.
Step 10:
If you haven't already started it, you can now choose
this outline style from the Insert, Outline/Bullets & Numbering dialog by clicking on its icon, then clicking OK.
Remember: Unless you save it (Step 9) it will not be available in other documents.
Tip: You can easily toggle it on and off in the document with a
shortcut key.
IV. Alternatives and examples of modifying outline stylesExample 1. Put a Tab (or other code) in front of the outline number, letter, or bullet
Here's an (annotated) alternative from "Robin"
at WordPerfect Universe (Jan 26, 2004).
Note
This procedure will
modify the outline for the current document only. However, if you find
this technique helpful you can simply copy the modified outline to your
default template to make
it available in all future documents: [1] Open Bullets & Numbering,
[2] choose the outline, and [3] click Options, Copy, Default template, OK.
Method
"You can edit any of the
available outlines to display the paragraphs the way you want. Here are
some step-by-step instructions [to produce an outline similar to the
first example above on this web page, in "How to Create New Outlines"]:
1.
Pick and insert an outline. [Insert, Outline/Bullets & Numbering.]
2. Open up
Reveal Codes (Alt + F3).
3.
Double-click on the [Style] code next to the paragraph number.
4. In the
Styles Editor that comes up, click in front of the first code. (The
cursor shows as a red bar.)
5.
Go to
Insert on the Styles Editor's top menu and click Tab (at the bottom of
the list). That
will put a left tab in front of your numbers (or bullets). Or you can
put (e.g.) a left indent there with Format, Paragraph, Indent.
6. Still
in the Styles Editor, place your cursor all the way to the right and
backspace to delete any indent codes, if any.
[Note: Do not
delete the long code, "Codes to the left are ON, codes to the right are
OFF." This code is visible when the checkbox "Show 'off codes'" at the bottom of the Editor is enabled (ticked).]
You [might] want to place a left tab [or space character] after
your paragraph number code. So go back to Insert, Tab and add [it]
after the codes.
7. OK out."
Tips
☼ To save the Outline style for future use you can save it into your default template. See Notes above.
☼ Instead of (or in addition to)
a Tab code or Indent code, you can insert format codes such as [Bold] or
[Large] from the Styles Editor menu or property bar. Since the outline
is a paragraph style, the format will apply to all words you type until
you stop the outline or apply a new
sub-level that does not contain these format codes. See also the Tips in "How to
Create New Outline Styles," above.
[Note that new tab settings
(not Tab codes) are an exception: Because they are line settings (not
paragraph settings) the new tab settings will continue beyond the
outline levels (paragraphs) and forward into the document (unless and
until reset).
One solution is to select the outline levels and then apply new tab settings to the selected text. See the TabSet25 macro in the Library for an easy way to do it with a mouse click.]
Another solution (if you wish to automate the inclusion of new
tab settings in a outline or bullet list so you don't have to remember
to select the outline levels first) is to create one or more custom
outlines for the purpose: See "How to create custom tab settings for outlines and bullet lists" on the OutlineTabs page.
☼ If you use this type of outline
for section headings, and if the text you enter after the paragraph
number is reasonably short, you can also mark
these outline entries for inclusion in a Table of Contents.
☼ Note that deleting the [Para
Num] code in the Styles Editor's Contents pane will delete the visible
numbering from that outline level (in the current document). This might
be desirable in certain situations, but since it will produce an effect
similar to just inserting hard left indents or tabs, you should work with
Reveal Codes open so you can see what codes exist at the cursor
location.
Example 2. Put several (repeating) words or sentences in front of outline numbers
Here's an outline style posted by this author on
04/08/2004 on WordPerfect Universe in the Tips forum, here.
It puts the same (static) bolded and underlined words in front of all
the outline's numbers at that outline level. You can literally put
several thousand words in front of an outline number this way, but most
likely you would use it where adding preceding text via the Modify
button on the Outline property bar (limited to 20 characters) is not
enough, or where you need additional formatting (bold, etc.).
Method
"... WP users may not know that
any WordPerfect for Windows outline can be easily modified to add text
characters to the outline's paragraph style to produce a static text
phrase along with the automatic numbering of the item -- such as the
examples given in the ... MicroLaw site [here], "Response to Interrogatory No. 1:" ... Here's how to do it (at least for WPWin8 and later
versions):
1. Start an outline. For example, if
you want to use one of the default (1,2,3,...) outline numbering
styles, click on Insert, Outline/Bullets&Numbering. Under the
Numbers tab, choose "Paragraph" or "Legal," etc. Click OK to insert the
first outline item in the document. (Tip: Instead of using Insert,...,
etc., use whatever outline toggle key or macro that you normally use to
start the WP default outline/list numbering.)
2. Next, open Reveal Codes and
double-click on the [Style] code in that outline item. This brings up
the Styles Editor, where you can enter text characters in the Contents
field, just in front of and just after the [Para Num] code.
3. For example, the Contents field
for your outline level could look something like this:
Response to Interrogatory No. [Para Num: 1...]:[Hd Left
Ind][Codes...]
Note the colon (:) between the
paragraph numbering code and the indent code.
When you use this modified outline
it will produce numbered items like this:
Response to Interrogatory No. 1:
Yada, yada...
Response to Interrogatory No. 2: More yada, yada...
Response to Interrogatory No. 3: Even more yada, yada...
etc.
Each time you press <Enter>,
a new item is entered in the document, automatically numbered.
4. To make the items bold and underlined, click on the "Show 'Off' codes" checkbox in the Styles
Editor to enable that option. Then simply place the cursor before
(i.e., to the left of) all text and codes in the Styles Editor's
Contents field, hold down the <Shift> key, and use the
<RightArrow> key to select everything you want bolded and
underlined -- including the [Para Num] code, but do not include the [Hd
Left Ind] code or the [Codes to the left...] code. Click the B and U
buttons on the menu, then click OK when done. You should get something
like this in your document:
Response to
Interrogatory No. 1: Yada, yada...
Response
to Interrogatory No. 2: More yada, yada...
Response
to Interrogatory No. 3: Even more yada, yada...
etc.
The same method can be used to
apply a different color, font, font size, or other font attributes
(Large, Small, Redline, Small Caps, etc.).
5. Changes to the outline will only
be available in the current document.
However, if you find this
technique helpful you can copy the modified outline to your default
template.
To save this outline in your default template to make it
available in all future documents, open Bullets & Numbering, choose
the outline, and click Options, Copy, Default template, OK.
Better yet
-- create a new single-level outline style in your default template so
that it is available whenever needed. See WP's online Help (<F1>
key) index, under "outline(s)" for more information...."
Tip
For an alternative approach (using an "Interrogatory...Response" example above) see "Use text and
counters with a QuickWord" on the main QuickWords page.
Example 3.
"Outline-in-an-outline" (see also Example 7). Create an outline where the first and second
levels are numbered separately and continuously throughout the
document, and automatically reset themselves if items are added,
deleted, or moved
This
effect is accomplished by using a WordPerfect counter inside a
paragraph Heading style -- a Style-plus-counter -- for the first level,
and using a standard numbered Outline for the second and lower levels.
[Thanks to Maggie Holman in a thread
at WordPerfect Universe for this tip.]
The format will look something
like this (bold added to emphasize sequential lettering and
numbering):
Section A: (First
level using a Style+counter)
1. Subsection (Second level using Outline)
2. Subsection (Second level using Outline)
3. Subsection (Second level using Outline)
Section B: (First
level - same Style+counter)
4. Subsection (Second level - same Outline)
a. Sub-subsection (Third level - same Outline)
b. Sub-subsection (Third level - same Outline)
5. Subsection (Second level - same Outline)
Section C: (First
level - same Style+counter)
6. Subsection (Second level - same Outline)
a. Sub-subsection (Third level - same Outline)
... etc.
Notice that, in Section B, the numbers
for all Subsections continue the sequence started in Section A, and do not
reset to "1" as they otherwise might using a normal Outline for all
items.
For the first level (in the above example, this is "Section A," "Section B,"
etc.) you can create a new paragraph Heading style (or modify a
standard Heading style by editing it; see Tips below) and place a
single-level counter in it. The counter keeps track of the
sequential numbering or lettering.
For the second level (in the above example: "1. Subsection...") you can use
WordPerfect's built-in automatic numbering (which is simply a
single-level Outline style's numbering feature; however, be aware that any
Outline scheme can be used with Insert, Outlines....) The Outline
automatically keeps track of the sequential numbering and/or lettering
for this level. And if you use a multi-level Outline style,
this level can have sub-levels, as demonstrated in the example above
("a. Sub-subsection...").
Notes
Compound style outline levels -- for example, two
Styles-with-counters and one Outline style -- can be
created with the method below. (See also Footnote 1
for macros to help create them.)
You can also create the
opposite: multiple outline levels (e.g., Part, Chapter,
Section) using a multi-level Outline style for the major levels, and a Style-plus-counter
for the uninterrupted consecutive numbering of (for example) Tips or
Examples throughout the document. See the Tips
section below.
Here's how to do it.
1. Create the counter first.
Click Insert, Other, Counter,
Create. In the Create Counter Definition dialog, give the new counter a
name (e.g., Letters). In the "Single level method" field, choose
"A,B,C" to use capital letters for the first level of your outline
list. Click OK, then Close.
2. Next, create the custom
style-with-counter that you want to use for a Heading.
[Most of the following comes from "Including counters in a
style" on the Counters page, here.]
Click Format, Styles, Create. Give
the style a name (e.g., ABC Heads, NumbHead 1, etc.) and a
description. Set the "Enter key..." field to <None> (if you want
the cursor to go back to body text when you press Enter), and set the
Type to Paragraph.
In the Contents pane, insert the
counter you just created in step 1 above. From the Styles Editor menu,
click Insert, Other, Counter, and make sure the new counter is
selected, then click the "Display in Document" button.
Again, click
Insert, Other, Counter, and make sure the new counter is selected, but
this time click "Increase."
You should now have two codes in
the Contents field:
[Count Disp][Count Inc] -- in that order.
The idea is to make WP display the
number, then (internally) increment it for any counter number that may
follow later in the document.
Add any attributes (Bold, Large,
etc.), centering, text or spaces before or after these codes. You can
add tabs or indents after the counter codes (on the Editor's menu,
click Insert,Tab or Format, Paragraph, Indent). [To mark this style for
inclusion in any Table of Contents, see here.]
Click OK, then Close. [If you want to use this style in the future you should
save this custom style to your default or other template as explained here.]
You should now be back in the main
document.
3. Apply the new heading style from the "Select Style" drop list on the property bar (or
use Format, Styles). Type some text for this first "outline level."
(You can also select text first, then apply the style to the
selection.) Press <Enter> to go to the next line, and
press <Tab> or insert a Left Indent (<F7> or <F4>),
if desired.
4. Choose and apply the
numbering outline with Insert,
Outline/Bullets... "Numbers 2," or simply press the default
shortcut key, <Ctrl+H> (for those who use the DOS keyboard,
use <Ctrl+T>). Enter as many items for this second level as
desired. As before, press the <Enter> key to "chain" them
together. You can use the same shortcut key to turn the outline numbers
off.
5. When you need the first
"outline level" again -- the new heading
style -- repeat Step 3. The letters should increment.
Repeat the process of inserting
the custom style and toggling the outline numbers on/off, as needed.
6. (Optional:) Save the new
heading style to your default (or other)
template so it is available in the future in new documents based on
that template. See "Saving custom
styles to your default (or other) template."
7. (Optional:) You can use a macro to create the
custom Letter heading style with the custom counter embedded in it --
all in one step -- in any document, as needed. You can then play the
macro in the document (and even play it just to increment an existing
Letter level; if this shortcut is useful, you could assign the macro to a keystroke or toolbar
button). See Footnote 1 for the macro code.
Tips
☼ You can create custom headings
by making copies of existing Heading styles (such as Heading 2)
with Format, Styles, <choose the Heading 1 style>, and click
Options, Copy, Current document. (You can always copy it to the default
template later, after testing it.) Edit the new style and insert the
counter codes in it as explained above.
☼ Since the Outline numbering
used for the second level is separate from the new
Style-with-counter used in the first level, you can use any
Outline/Bullets scheme for the second level. The numbering
mechanisms are independent of each other. Moreover, you can quickly
modify the Outline's style (perhaps to add tabs, or format the number
in bold) by double clicking on the [Style] code. The [Style] code takes
care of general formatting for the Outline's level; the [Para Num]
numbering codes inside the [Style] code take care of the Outline's
automatic numbering. Conversely:
☼ You can use a standard or modified multi-level Outline style, such as the
standard "1,A,i" Paragraph Outline style, with a single-level
Style-with-counter (e.g., Example #1 ... Example #99) to make
use of uninterrupted consecutive numbering for certain levels that are
interspersed throughout the document or major part of the document. The
Outline would be used to number (for example) Chapters, Sections,
Subsections, etc. -- demoting and promoting levels as needed -- and the
Style-with-counter would be used to consecutively number all Examples
or Tips in the document.
☼ If at some point further in the
document you need to reset the style-with-counter numbering
sequence to the beginning, you can place your cursor just to the left
of the level's style codes (or even on a line above the style codes)
and click Insert, Other, Counter. Then choose that style's counter (or
a custom counter, if used), and click the Value button to reset the
sequence to "A" (or "1", "I", "a", etc.).
☼ To cross-reference
these styles-with-counters, or include them in a Table of Contents,
see the TIPS on the Counters page, here.
Example 4. Create an outline where the second level automatically resets itself
A user wanted to create an outline
format for chapters and sections of a book that would look like this:
I.
first title
I.A
first subtitle
I.B second subtitle
I.C third subtitle
II
second title
II.A new
[first] subtitle *
II.B new
[second] subtitle
* - "Note that the second
[level] needs to be reset just before the ... title. Otherwise, this
would become II.D."
Note also that the first level's
number (I, II, III, IV, etc.) is carried over as a prefix in the
sub-level(s), unlike the standard Paragraph (1,a,i) or Outline (I,A,1)
styles that come with WordPerfect.
There are at least two ways to
do this. One method modifies the outline's
number format, and the other inserts a counter in the outline
style's second level. The former method is both easy and recommended;
however, the latter method is explained here for those who want to
learn how to use counters in styles.
Note that the following methods
use the user example outline above, but you can modify them to set up
any desired custom outline style.
Method A: Modify
the outline's number format.
1.
Click on Insert, Outlines/Bullets & Numbering. Click on the Outline
style of outline ("I./A./1."), then Options, Copy, (to) Current
document. [After testing, you can copy the outline style to the default
template while the document is still open).] Click OK and give it a
name (e.g., Outline2). Click OK and you are back in the Bullets &
Numbering dialog, with the new style's icon selected.
2.
Click Edit to edit the new outline. Click the "Multi-level list" radio
button.
3.
Select (i.e., choose) the second outline level, Level 2, in the bottom
pane.
4.
Click in the "Number/Bullet" field and enter a "I." before the "A" --
i.e., it should be "I.A"
5.
Create additional custom Levels for the outline by repeating steps #3
and #4 for each Level, and -- this is the important part -- adding
the previous level numbers to each subsequent level (e.g., Level 3
should be "I.A.1," Level 4 should be "I.A.1.a," etc.). Note that you
can use hyphens, parentheses, and even WordPerfect symbols
(<Ctrl+W>) in the "Number/Bullet" field.
You can also assign new
formatting Styles to the remaining Levels by picking them from the
Styles drop list in the Create Format dialog. Normally, the Level 1-8
styles insert a consecutive number of indents before the paragraph
outline number and a single indent after it (to separate the number
from the body of the paragraph). The Legal 1-8 styles do not insert any
preceding indents; this causes all the outline numbers to be flush left
with the margin.
6.
If everything works as expected, and while the current document with
the new outline is still open, copy the new outline to your default
template: Select the new Outline2 outline's icon, then click Options,
Copy, Default template, OK. The new outline should appear in any new
document in the Number icon list of the Bullets & Numbering dialog.
Method B: Use a
counter in the Outline style.
To create the outline style
in the example at the top of this section,
the basic idea is to create a new Roman numeral outline where the
first level resets the second level's style each time the first level
is used.
First, make sure you have
created one, new single-level counter:
Click Insert, Other, Counter,
Create. Give the new counter a name (e.g., "Title lettering"), and use
"A,B,C,..." for the method. Click OK, then Close. (You'll set the Value
later.)
Next, create a new outline:
1.
Click on Insert, Outlines/Bullets & Numbering. Click on the Roman
outline style ("I./II./III."), then Options, Copy, (to) Current
document. [After testing, you can copy the outline style to the default
template while the document is still open).] Click OK and give it a
name (e.g., Roman2). Click OK and you are back in the Bullets &
Numbering dialog, with the new style's icon selected.
2.
Click Edit to edit the new outline. Click the "Multi-level list" radio
button. (The first level -- Level 1 -- of the outline should be
selected at this time.) Click the Create Style button to bring up the
Styles Editor so that you can modify Level 1. Give the new style a name
(e.g., Roman2 Lev1) and optional description. You can click
"Automatically update..." If desired.
3.
Put the cursor in the Contents field -- *after* all other codes. Click
Insert, Other, Counter and choose your new counter ("Title lettering").
Click the Value button; the Numbering Method should be "A,B,C.." and
the Value should be "A." Click OK. You will see the Value become "0"
(zero). Click Close. You should see two new codes in the Contents
field: [Count Meth][Count Set]. Click OK to exit from the Styles Editor
and return to the Create Format dialog.
4.
Select Level 2. In the "Number/Bullet" field, enter an "A" after the
"1." -- I.e., it should be "1.A"
OPTIONAL: Add a period / full
stop after the "A" or enclose the "A" in parentheses, if desired.
Create additional custom Levels for the outline by repeating this step
for each Level. You can also assign new formatting Styles to the
remaining Levels by picking them from the Styles drop list in the
Create Format dialog.
5.
Click OK to exit from the Create Format dialog. The new outline should
be selected, so just click OK to return to the document and begin the
new outline.
If everything works as expected,
and while the current document with the new outline is still open, copy
the new outline to your default template:
6.
Select the new Roman2 outline's icon, then click Options, Copy, Default
template, OK. The new outline should appear at the bottom of the icon
list in any new document.
Example 5. Create a bullet outline that forces the first word after each bullet to be capitalized
While
this technique seems complicated, it is not. But it is a trick
in that it uses a "hidden" period character.
And if you like the result
you can save the new Outline style for future use (see last
paragraph, "Re-using the new Outline style"), which means you need only
create it once.
Method
1. First,
click Tools > QuickCorrect >
Format-As-You-Go, and check (enable) "Capitalize next letter after
end-of-sentence punctuation." Click OK to exit that dialog. This is a
"sticky" setting between WordPerfect sessions.
Then -
2. Create a copy
of a bullet outline with Insert > Outline/Bullets & Numbering
> Bullets (tab) > (left-click on your desired bullet outline in
that window) > Options (button) > Copy.
[Note:
On the next small dialog (Outline Definition Copy), I suggest you
choose "Current document" so it will apply to just the current
document. You can always copy (i.e., save) the new Outline style to
your default template later (see last paragraph).]
2. Give the
new
Outline style a name (e.g., "Bullets 2"). Click OK. The new bullet
outline style should now be selected at the bottom of that dialog
window.
3. Next,
while still in that dialog, click the Edit button
to open the Create Format dialog for that outline style.
4. Click on
the
Create Style button at the bottom of that dialog. The Styles Editor
opens. Give the Level style a name (e.g., “Cap Next”.)
In the Editor’s Contents pane you will see two codes:
[Para Num][Hd
Left Ind]
5. Place your
cursor (a red rectangular block) between these
two codes. Press the period key to insert a period character.
6. Next, hide
the period by first placing the cursor to the left of the period
character and -- using the menu on the Styles Editor dialog -- click
Format > Font. Choose the white color (i.e., your paper color) from
the color palette. Click OK. A [Color] code should appear in the
Contents pane. Now, move the cursor to the right side of the period and
repeat with a black color (i.e., your ink color). Click OK. Another
[Color] code should appear.
The Contents pane should now look like this:
[Para
Num][Color].[Color][Hd Left Ind]
7. Click OK
to dismiss the Styles Editor; click OK to return to the document.
8. Back in
the same
document, a new bullet should be visible. If not, click Insert >
Outline... > Bullets (tab) > (left-click on the new, modified
outline if it is not already selected) > OK. This should insert the
first bullet.
Test: Type some lower case text, and press
Enter. Repeat several times to ensure it is capitalizing the first word
of all entries. (If not, check to see if QuickCorrect’s "Capitalize
next letter after end-of-sentence punctuation" has been enabled.)
Alternative
Instead
of a white color for the period, you could use the Hidden text
attribute applied to the period -- assuming you have de-selected View
> Hidden Text so that the period remains hidden.
If you care
fully select just the period character in the Styles Editor's Contents
pane and then use the Editor's Format > Font > Hidden option, you
should get codes like this:
[Para
Num][Hidden][Hd Left Ind]
The
[Hidden] code includes the space character, and it will not be visible
or print if you have de-selected View > Hidden Text.
Re-using the new
Outline style
If
you are pleased with the results, you can add (save) this new style to
your default template so it will be available in future documents:
While in Outline/Bullets & Numbering, click on the new outline
style to select it. Then click the Options button and then click Copy,
Default template, OK. (To delete it from the default template you will
need to edit that template, as explained here.)
Example
6.
Create a numbered outline with duplicate numbers on the right
side of the outline's text (or with the numbers on the right side only)
This
style was suggested by an author of screenplays, but it might work
well for long reports or other material where numbers are desirable on
the right side of the page to make it easier to thumb through them to
find an item.
As with previous examples, if
you like the result
you can save the new Outline style for future use (see last
paragraph, "Re-using the new Outline style"), which means you need only
create it once.
Method
1. Create a copy
of (e.g.) the Numbers 2 outline style with Insert >
Outline/Bullets & Numbering > Numbers (tab) > (left-click on
the Numbers 2 outline in that window) > Options (button) >
Copy.
[Note:
On the next small dialog (Outline Definition Copy), I suggest you
choose "Current document" so it will apply to just the current
document. You can always copy (i.e., save) the new Outline style to
your default template later (see last paragraph).]
2.
Give the new Outline style a name (e.g., "Numbers 3"). Click OK. The
new outline style should now be selected at the bottom of that
dialog window.
Next, while still in that
dialog -
3. Optional (but suggested):
Change the format of the numbering item in the Number/Bullet field to
(e.g.) plain numbers such as "1" or (optionally) with brackets such as
"[1]" or some other desired style. (Do not include the quote marks.)
4. Click the Edit button
to open the Create Format dialog for that outline style.
5. Click on
the
Create Style button at the bottom of that dialog. The Styles Editor
for the Level opens.
6. Give the
Level style a name (e.g., “NumbersDup”.)
In the Editor’s Contents pane you should see two codes:
[Para Num][Hd
Left Ind]
7. Enable (tick) the box at the
bottom of the Editor, "Show 'Off codes'". This inserts a long code:
[Para Num][Hd
Left Ind][Codes to the left are ON...]
8. Carefully select and copy the [Para Num]
to the Windows clipboard code with Ctrl+c. (Selection is easier by
placing the cursor to the left of that code in the Contents pane, then
using Shift+RightArrow. Then use Ctrl+c to copy the code.)
9. Place the
cursor after (i.e, following) the long [Codes to the left...] code, and
paste
the copied code there with Ctrl+v.
You should now have two [Para Num] codes in the Contents pane of the
Styles Editor:
[Para Num][Hd Left Ind][Codes to the
left are ON...]
[Para Num]
Some formatting options:
- You can add <spaces> just before (in front of) that newly
copied code.
This will separate duplicate number from the outline's text. You would then have this:
[Para Num][Hd Left Ind][Codes to the
left are ON...]
<><>[Para Num]
- Or, you could add a Flush Right code from the Editor's menu
(Format> Line> Flush Right). You would then have this:
[Para Num][Hd Left Ind][Codes to the
left are ON...]
[Hd Flush Right][Para Num]
- You can
add additional formatting such as making the numbers bold. If you first
select each
[Para Num] code and then click the B icon on the Styles Editor's
toolbar, you would have this:
[Bold][Para Num][Bold][Hd Left
Ind][Codes to the left are ON...]
[Hd Flush Right][Bold][Para Num][Bold]
- If you delete the first [Para Num] code you
can create an outline
style where the numbers will be on
the right side only
of the outline
level's text. (This works best for outline levels that use short
phrases that do not extend past the right margin -- but you can easily
test the result with various text samples.) You might want to remove
the hard left indent code, too. You would
then have something like this:
[Codes to the left are ON...]
[Hd Flush Right][Para Num]
10. Click OK to
dismiss the Styles Editor; click OK again to return to the same document.
Test the new outline in the same
document.
Re-using the new
Outline style
If
you are pleased with the results, you can add (save) this new style to
your default template so it will be available in future documents:
While in Outline/Bullets & Numbering, click on the new outline
style to select it. Then click the Options button and then click Copy,
Default template, OK. (To delete it from the default template you will
need to edit that template, as explained here.)
Example 7. "Outline-in-an-outline" (see also Example 3). Create an outline containing separate automatically numbered items in the text areas
of the outline, and where both the outline and the separate items
automatically reset themselves if outline items are added, deleted, or
moved
Note
also that this method allows you to easily reset the separate item's
numerical value -- either at the beginning of the outline (as was done
with "15" in the example below) or any place within the outline.
Her's an example that creates a trip itinerary. The various numbered levels (1,a,i...) shown below use a standard Outline, and the months+dates use a Style+counter. (Bold added to emphasize sequential numbering provided by the standard Paragraph outline and a custom style-with-counter.)
Important: The Style+counter
displays an ordinary number or letter: It doesn't reference or sync with the system
date, etc. But like any counter you can cross-reference it from text elsewhere in the document (for more see here).
Example:
Day 1: June 15. (First level using Outline; date using Style+counter)
a. Subsection (Second level using Outline)
b. Subsection (Second level using Outline)
c. Subsection (Second level using Outline)
Day 2: June 16. (First level using Outline; date using Style+counter)
a. Subsection (Second level - same Outline)
i. Sub-subsection (Third level - same Outline)
ii. Sub-subsection (Third level - same Outline)
b. Subsection (Second level - same Outline)
Day 3: June 17. (First level using Outline; date using Style+counter)
a. Subsection (Second level - same Outline)
i. Sub-subsection (Third level - same Outline)
... etc.
Notes
¤ The
the numbering (or re-numbering) for all levels is carried out
automatically by the outline (here, the Paragraph outline stye -- but
you can use any outline style you desire. The monthly dates are
produced by the custom style with its embedded counter, as explained in
the steps below.
¤ Compound style outline levels -- for example, two
Styles-with-counters and one Outline style -- can be
created with the method below. (See also Footnote 1
for macros to help create them.)
Here's how to do it.
1. Create the counter first.
Click Insert, Other, Counter,
Create. In the Create Counter Definition dialog, give the new counter a
name (e.g., DayOfMonth - 15 characters maximum). In the "Single level method" field, choose (for this example)
"1,2,,3" for the first level of your outline
list. Click OK, then Close to return to the document.
2. Next, create the custom
style-with-counter.
[Most of the following comes from "Including counters in a
style" on the Counters page, here.]
Click Format, Styles, Create. Give
the style a name (e.g., Itinerary, etc.) and a
description.
Set the "Enter key..." field to <None> (if you want
the cursor to go back to body text when you press Enter), and set the
Type to Document (i.e, "open").
In the Contents pane, insert the
counter you just created in step 1 above: From the Styles Editor menu,
click Insert, Other, Counter, and make sure the new counter is
selected, then click the "Display in Document" button.
Again, click
Insert, Other, Counter, and make sure the new counter is selected, but
this time click "Increase."
You should now have two codes in
the Contents field:
[Count Disp][Count Inc] -- in that order.
The idea is to make WP display the
number, then (internally) increment it for any counter number that may
follow later in the document.
Add any attributes (Bold, Large,
etc.), centering, text (e.g., the name of the month) or spaces before or after these codes. You can
add tabs or indents after the counter codes (on the Editor's menu,
click Insert,Tab or Format, Paragraph, Indent). [To mark this style for
inclusion in any Table of Contents, see here.]
Click OK, then Close. [If you want to use this style in the future you should
save this custom style to your default or other template as explained here.]
You should now be back in the main
document.
3. Create a custom new multi-level outline.
You can do this by (e.g.) modifying the Paragraph outline style (1,a,i,...etc.) with the word "Day " word in Level 1, and as described here.
This will automatically produce your Day 1., Day 2., etc., outline
heading and also allow you to use Levels 2, 3, etc.. (You can also
format the text and number in the Styles Editor to make it bold,
italic, a different color, etc.)
To use this Outline in future documents, save it as explained here.
4. Start the outline (e.g., for an itinerary, this is Day 1).
Either -
Press Enter
for each subsequent day of the trip to create a new first level outline
entry. (For the last day press Right Arrow to end the outline, or if
you are at the next new level, press Backspace). Go to step 5.
- Or -
You can just stay in the current outline level and go to Step 5 to fill out the first day of the itinerary.
5. Edit each outline level (e.g., Day 1 ... Day "x").
Insert the new style where appropriate with Format, Styles.
[You need to
use the main menu because the property bar has changed from the Text
bar to the Outline bar, which does not have a Styles drop list on it.
(Later you can create a macro to do this quickly with a macro that
contains a single command, StyleOn(<macroname>).)]
Notice (in Reveal Codes) this procedure will insert a code that displays (e.g.) "June 1" for the first outline
level.
6. (Optional) Set the beginning counter value of the Style-with-counter.
When you are
done with inserting the custom styles-with-counters (or even after
inserting just the first one) go to the beginning of the outline (i.e.,
just before the Day 1 level) and set the counter's desired initial value (Insert,
Other, Counter, Value) so that it displays the first date in the trip -- e.g.,
"15" in our example.
Tip: In Reveal Codes you should now see a new [Count Set] code. You can
always double click on it to change the numbering Value to a different value (here, a start
date or other new date).
Done.
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