A Guide to QuarkXPress 2018

Cross references

A cross reference in a document is text that refers to related material located elsewhere within the document. If the cross reference is inserted as a hyperlink, and the document is exported as PDF, then the reader will be able to click on a cross reference and follow the link to the specified location within the document.

Cross references can only be linked to footnotes, endnotes, text anchors and numbered items. Cross references to footnotes and endnotes allow you to have multiple references to the same footnote or endnote without having to create separate footnotes or endnotes for each reference point.

Inserting a cross reference

To insert a cross reference:

  1. Place the insertion point where you want to insert the cross reference.

  2. Choose Style > Cross Reference > Insert Cross Reference. The Cross Reference dialog box appears:

  3. Choose the type of cross reference you are inserting from the Reference Type drop down menu: Footnote, Endnote, Numbered Item or Text Anchor.

  4. Check Insert as Hyperlink to insert the cross reference as a hyperlink in the exported PDF document.

  5. Once you have chosen a cross reference type, the available references to link to will be listed. Choose a reference to link to.

  6. Choose an option from the Insert Reference to drop-down menu. The options in this drop-down menu depend on what cross reference type you have choosen. What you choose here will determine the text of the cross reference link.

    Insert Reference to options for a Footnote Reference Type.

    You can choose to display the footnote number (in its formatted or unformatted state), the page number the footnote resides on or to the text of the footnote itselft.

    Insert Reference to options for a Numbered Item Reference Type.

    You can choose to display the paragraph number of the numbered item (with or without context), the page number the numbered item resides on or to the text of the item itselft.

    Insert Reference to options for a Endnote Reference Type.

    You can choose to display the endnote number (in its formatted or unformatted state), the page number the endnote resides on or to the text of the endnote itselft.

    Insert Reference to options for a Text Anchor Reference Type.

    You can choose to display the text anchor name, paragraph number, the paragraph number (with no context or with full context), or the page number the text anchor resides on.

  7. If you check Include Above/Below, the cross reference will specify whether the referenced item is above or below the cross reference in the layout.

  8. The Separate Numbers With option is available only when you are inserting a cross reference to a numbered item. The numbered item may be a nested item, and this option gives you the opportunity to specify that you want to separate the paragraph numbers with a symbol of your choosing (for example, 3.2.1 or 3*2*1).

    If you have specified a suffix in the outline style, then that will be the default. The Outline Style Suffix character will be applied to the cross reference and any character you put in the Separate Numbers With field will be ignored.

  9. Click Insert.

The cross reference is inserted into the document

You can go to the parent of the cross reference using a shortcut (Ctrl/Alt/Shift+ F12 on Windows, Cmd/Opt/Shift+ F12 on Mac OS X). Place the cursor within the cross reference text or select part of the cross reference text and press the shortcut.

Synchronizing cross references

If the referenced content for a cross reference is modified, this will not be reflected in the cross reference until you synchronize the cross reference. You can choose to synchronize a selected cross reference or all cross references in the document.

To synchronize cross references:

  1. To synchronize a single cross reference, place the cursor on the cross reference.

  2. Choose Style > Cross Reference > Synchronize Cross Reference, to synchronize the selected cross reference or Style > Cross Reference > Synchronize All Cross Reference to synchronize all cross references in the current document

    If you are attempting to sychronize cross references and you have modified the cross reference text, you will be given a choice to include these cross references in the synchronization.

    Any modifications that were made to the referenced content will now be reflected in the cross reference.

In Preferences (Edit > Preferences > Project > General), you can choose to retain local modifications to cross references, otherwise they will be lost when you synchronize cross references during output.