Setting a cross-reference's text

A cross-reference's text is a phrase that describes where the reader can find related information. A publication's style guide may specify exact phrasing. In Affinity, the phrase can contain a mix of regular text and subfields that describe a cross-reference's target.

A cross-reference can contain multiple subfields. For example, the text "For further information, see 'Deciduous vines' on page 226" would use Section Name and Page Number subfields.

Subfields allow Affinity to keep cross-references up to date as a document's content changes, with little or no effort on your part.

Text options on the Insert Cross-Reference dialog
Text and other options on the Insert Cross-Reference dialog.

When inserting or editing a cross-reference, the following options are available for setting the cross-reference's text:

Inserting subfields

The following subfields can be inserted into the text by clicking the downwards-pointing arrow (top left of the option) and then selecting from the menu:

Special characters including tab and various kinds of dash and space can also be inserted via the arrow.

To insert a subfield or special character into a cross-reference's text:

When inserting or editing a cross-reference, in the Text option:

  1. Create an insertion point at the required position.
  2. Click the downwards-pointing arrow (at the left of the option).
  3. Select the subfield or special character you wish to insert.

Using presets

Any cross-reference's text and formatting can be preserved as a preset for reuse. Presets you create are available for use in all your documents.

Presets help to ensure cross-references are consistently phrased. For this reason, they are invaluable in publications that use different phrasings for different types of target, such as chapters, headings and figures.

To create a preset:

When inserting or editing a cross-reference:

  1. Set the Text and formatting options as required.
  2. From the Preset Actions option, select the Language for the preset, and then select Create Preset.
  3. Enter a name for the preset.
  4. Select OK.
To use a preset:

When inserting or editing a cross-reference:

  1. From the Preset Actions option, select the Language of the required preset.
  2. From the Preset option, select the preset.

The preset's settings will replace the existing values of the Text and formatting options.

To update a preset:

When inserting or editing a cross-reference:

  1. From the Preset Actions option, select the Language of the preset.
  2. From the Preset option, select a preset.
  3. Adjust the Text and formatting options as required.
  4. From the Preset Actions option, select Save Preset.
To rename a preset:

When inserting or editing a cross-reference:

  1. From the Preset Actions option, select the Language of the preset.
  2. From the Preset option, select the preset.
  3. From the Preset Actions option, select Rename Preset.
  4. Type the required name.
  5. Select OK.
To delete a preset:

When inserting or editing a cross-reference:

  1. From the Preset Actions option, select the Language of the preset.
  2. From the Preset option, select the preset.
  3. From the Preset Actions option, select Delete Preset.
  4. Select Yes to confirm the action.

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