Simplified XML

Use the Simplified XML feature in FrameMaker to create valid XML documents without learning the underlying content rules or the XML structure.

The structured authoring environment allows you to enforce consistent structure across similar types of information. To use the structured authoring environment, an author must have a good understanding of the content rules and XML.

The Simplified XML feature eliminates the need to know the underlying content rules or the XML structure to create or work on a structured document. The Simplified XML view provides an interface that is very similar to the WYSIWYG View. However, it contains form fields for every element that an author can work with. The Quick Element Toolbar (QET) is also customized for authoring in Simplified XML view, which allows you to easily insert valid objects in your structured document.

This section covers the following topics:

Simplified XML user interface

Use the Simplified XML user interface to create documents that are DITA 1.2 and 1.3 compliant.

The structured application for DITA 1.3 and 1.2 have been updated to support the Simplified XML view. The following DITA topics are supported in the Simplified XML view:

However, to create or view your DITA topics in the Simplified XML view, you need to first enable this feature in FrameMaker.

  1. Open the Preferences dialog (Edit > Preferences) and go to the Simplified XML tab.

  2. Select the Enable Simplified XML View option.

  3. Configure the following options for the Alert messages:

    Alert before inserting at the next valid location
    Select this option to show an alert when you try to insert an element not valid at the current location. If you do not select this option, then you can specify:
    • Insert at the next valid location: FrameMaker moves theXXX

    • Do not insert at the next valid location: Do not insert the element at all

    whether to always insert the element at the next valid location, or not to insert the element at all.
    Show alert when typing at invalid location

    Select Show alert when typing at invalid location to show an alert when you try to type or insert content at a location where direct typing is not allowed. In such scenario, the alert will prompt you to either press Enter to view a list of valid objects or insert an object from the Quick Element Toolbar.

    Show alert when deleting objects not available in the Quick Element toolbar

    Select this option to show an alert when you try to delete an object that cannot be inserted by using the QET.

  4. Click OK to save your preferences.

You need to restart FrameMaker for the change to take effect

After enabling the Simplified XML feature, you can start authoring the structured documents in the Simplified XML view. You need to click the Author View button in the application bar to switch to the Simplified XML view and then you can either create a document or open an existing XML file.

The following figure shows a DITA 1.3 topic in the Simplified XML view.


DITA1.3 topic in the Simplified XML view of FrameMaker

A. Form field name B. Form data entry field C. The Quick Element Toolbar in Simplified XML authoring environment

A form-like view of the DITA topic is presented with the form field name at the top followed by the data entry field. For more information about customizing the form fields, see Customize the Simplified XML authoring environment.

To enter data in a field, use the arrow keys to move to the desired field or click inside the field and start typing. For example, if you want to type a title, place the insertion point inside the Title of your topic field and enter a title for your document. The title that you enter is wrapped inside a valid element in the background.

Use the Simplified XML view

Learn the simple form-like easy-to-fill authoring environment of Simplified XML view in FrameMaker.

The Simplified XML view allows you to easily author DITA (1.3 and 1.2) topics without requiring the knowledge of how your document structure is set up. This view allows for faster authoring as you are given a simple form-like easy-to-fill authoring environment. Also, the structure of your application is maintained by placing elements at the right location and within valid XML tags.

To author content in the Simplified XML view:

Note: The following procedure uses the example of authoring in a DITA topic. However, the steps are applicable for other types of DITA topics (task, concept, reference, or troubleshooting).
  1. Select the Enable Simplified XML View option in the Preferences dialog.

  2. Click the Author View button in the Application bar.

    The view changes to the Simplified XML view.

  3. Create a new DITA topic.

    Note: By default, the insertion point is placed in the Title field.
  4. Enter the topic title.

    Note: If you invoke the Insert Object pop-up by pressing Crtl+1, you are shown a list of all elements that are available in the current document. However, if you try to insert an invalid element, FrameMaker blocks the insertion.
  5. Use the down arrow key to move the cursor to the Short description field and enter a short description for the topic. In the case of a short description, however, you can apply character formatting such as bold, italic, underline, and teletype. To do so, select the text in the Short description field and change the formatting.

    For example, to mark a part of the text as bold, select the text and do one of the following:

    • Press Ctrl+b.

    • Press Ctrl+1 and choose Bold.

    • Click B in the QET.

    To remove the bold formatting from the text, select the text and use any of the above mentioned ways.

    Perform the same steps to enter the author name in the Enter your name field.

    Note: You can move in between the various form fields by using the arrow keys.
  6. Move the cursor to the Content of your topic field.

    By default, the first element available in the Content field is the paragraph. This implies that if you start typing, the text is wrapped inside the paragraph tag in the background.

    Note: If the cursor is visible but you are unable to type text, this implies that typing text is not valid at the current location. You are shown a pop-up prompting you to either press Enter and select an object or select an object from the Quick Element toolbar.
  7. Use the QET or the Insert Object pop-up to insert elements.

    Note: If you try to insert an item that is not valid at the current location, then the authoring environment automatically identifies such operation and allows you to add the selected element at the next valid location.

The following section provides more details on inserting and using the available objects.

Working with objects in Simplified XML view

This section explains the various ways to work with the most commonly used objects.

Work with ordered and unordered list

  • To create an ordered or unordered list in the document, choose the corresponding button in the QET.

  • To create a new list item, place the insertion point at the end of the current item and press Enter.

  • Within a list item, to insert an object (such as an image or a table), use the QET or the Insert Object pop-up.

  • To convert between ordered list and unordered lists, place the insertion point anywhere inside the list and choose the alternate list type from the QET.

  • To exit a list, place the insertion point at the end of the last list item and press the Enter key twice or click the Navigate To End Of Form Element button in the QET.

  • To insert a list item between two lists, either place the insertion point at the end of the first list item or at the start of the second list item and press Enter.

  • To split a list item into two items, place the insertion point where you want to split an item and press Enter.

  • To split a list into two, place the insertion point at the end of the first list item and press Enter twice. A new paragraph is created between the lists.

You can use the Tab, Shift tab keys or List Indent, List Outdent button in the QET to indent (nest) or outdent list items:

  • To indent a list item, place the insertion point at the start of the list item and press Tab. Or, place the insertion point anywhere in the list item and click List Indent.

    Note: The operations performed by List Indent and List Outdent buttons also work with partially selected text.
  • To reduce the indent of the list item, place the insertion point at the start of the list item and press Shift + Tab. Or, place the insertion point anywhere in the list item and click List Outdent.

  • If a list has multiple items, to nest some of the items in the list, select the items and press Tab or click List Indent.

  • To reduce the indent of any item in a nested list, place the insertion point at the start of the list item and press Shift + Tab. Or, place the insertion point anywhere in the list item and click List Outdent.

    Note: If you reduce the indent of any item in a nested list, the other items remain nested.

Work with tables

  • If you insert a table in your topic, the Simplified XML view displays a Table anchor that allows you to easily select, expand, or collapse the table.

  • To insert elements after the table, click the Navigate To End Of Form Element button in the QET.

  • To add rows or columns to the table, click in a table cell next to where you want to add the row or column, choose Table > Add Rows or Columns, and specify the number of rows or columns you want to add. You can also move rows or columns within the same or different tables, and sort the rows or columns in a table. For more information, see Table rows and columns in the Tables chapter.
  • To add a new row to the table, click Tab at the last column of the last row.

  • To move across cells in the table, you can use Tab, Shift+Tab, or arrow keys.

  • To move the table, you need to click on the Table anchor and then drag-and-drop the table. You can also select and move (drag-and-drop or copy/cut/paste) table rows and columns, within or across tables.

Work with images

  • When you are working in a DITA topic, concept, or reference document, click the Figure button in the QET or select the Figure object from the Insert Object pop-up to insert an image.

  • When you are working in a DITA task or troubleshooting document, then click the Image button in the QET or select the Image Data object from the Insert Object to insert an image.

  • In the Insert Graphic dialog, enter the following details:

    File Path: click Browse and select the image file that you want to insert.

    DPI: select the DPIs (or resolution) from the drop-down menu or enter the resolution at which you want to insert the image.

    Title: (optional) For a DITA topic, concept, or reference document, enter the title or caption for the image. The Title field is not available when you are working on a DITA task or troubleshooting type document.

    Note: If you do not specify the Title, then the graphic is wrapped inside the Image element in the background and you will not be able to add a Title later on. However, if you add a Title, then the graphic is wrapped inside the Figure element allowing you to change the Title anytime later.

    Alternate text: (optional) enter the text that is displayed in case the image is not published.

  • If you create a DITA task topic, then you are allowed to insert a graphic in the Procedure title, Short description, and Procedure steps fields. This is because in the task topics, the graphic is wrapped inside the image element.

  • If you insert an image, the Simplified XML view displays an anchor that allows you to easily select, expand, or collapse the image.

  • To move the image, you need to click on the Image anchor and then drag-and-drop the image.

  • To resize an image, click to select the image object (not the Image anchor) and drag a side handle to change either the width or height.

  • To view the object properties of the imported graphic, right click the graphic and choose Object Properties. To view object properties of the anchored frame, click on the anchor and choose Graphic > Object Properties.

Work with MathML

  • You can insert MathML equations in DITA 1.3 document types (topic, task, concept, reference, and troubleshooting.)

  • To insert a MathML equation, click the MathML Container button in the QET.

  • If you insert a MathML equation in your topic, the Simplified XML view displays an Equation anchor that allows you to easily select the MathML equation.

  • To move the MathML equation, you need to click on the Equation anchor and then drag-and-drop the equation.

Work with Definition List

  • You can insert a definition list element by clicking the Definition List button in the QET.

  • To insert a definition list entry, click the Definition List Entry button in the QET.

  • To insert elements after a definition list, click the Navigate To End Of Form Element button in the QET.

Work with code block

  • You can insert a Code Block element by clicking the Code Block button in the QET.

  • To insert elements after a code block, click the Navigate To End Of Form Element button in the QET.

  • If you want to apply teletype (monospace) formatting to you content, select the desired text and click Teletype, monospaced button in the QET.

Use Paste and Smart Paste

FrameMaker automatically creates valid structure if you copy and paste content from external applications such as MS Word, Excel, or a browser. However, if pasting an external content results in an invalid DITA file, a prompt appears asking you to either copy the content without formatting or copy one block at a time.

You can also drag-and-drop content within a document. However, if you try to place the dragged content at an invalid location, FrameMaker will show a red icon and block the operation.

Open and save XML files in the Simplified XML view

You can open any DITA topic in the Simplified XML view. If the topic includes elements that are not defined in the form, then these elements will be shown but they will be uneditable. You can make changes to the editable content and then save the topic.

FrameMaker provides out-of-the-box support for DITA topic, task, reference and concept. However, any XML file for which the corresponding structured application is configured with the Simplified XML view configuration file can be opened in this view. If the configuration file is defined but template is not specified, the default template defined in the structured application is used and a message is shown in the console when you switch to the Simplified XML view. For more details, see Customize the Simplified XML authoring environment.

Note: You cannot open DITA maps, FrameMaker books, or .fm files in the Simplified XML view.

Customize the Simplified XML authoring environment

Learn how you can customize the Simplified XML authoring environment in FrameMaker.

You can specify the fields (and their appearance) in the Simplified XML view for a specific structured application. For example, in the DITA topic structured application, you can choose to hide the short description field or show only the topic title and body fields. FrameMaker also allows you to specify a custom template file that is used to render the form fields in the Simplified XML view.

Customize the Simplified XML view form fields

Each structured application that supports the Simplified XML view includes a configuration file (.ini). You can work with the flags in this file to customize the fields in the corresponding Simplified XML view.

Note: If you are currently working in the Simplified XML view of a topic, switch to the WYSIWYG view.
  1. Open the following document:

    <Fm_install_location>\Structure\structapps.fm

    The structured application for each DITA topic type (topic, task, reference, concept, and troubleshooting) in this file includes a Form View field.

    The Form View contains two flags:

    Configuration File: defines the configuration file for the corresponding structured application.

    Template: defines the template file associated with the structured application to render the user interface for the Simplified XML view.

  2. To customize the .ini file, you need to copy it to a location outside the current FrameMaker install directory.

  3. In the form Configuration File field, update the location of the file according to the previous step.

  4. The configuration file allows you to work with the following fields.

    FormElements

    Specify the structured application elements you want to show in the Simplified XML view. The syntax for specifying the FormElements is:

    body,Body,1,1|

    Where,

    body: Name of the element defined in the structured template.

    Body: Label that appears at the top of the form field in the Simplified XML view.

    0,1: Specify whether this element is optional (0) or mandatory (1). If you specify an element as mandatory, the user must enter a value for that element before saving the document.

    0,1: (Optional) Specify whether a field is the body field and Insert Objects catalog is shown on pressing the Enter key in this field. By default, a value of 0 is assigned to a field where this value is not specified.

    | : (Pipe) Delimiter for specifying more elements.

    Example: FormElements=title,Title of your topic,1|shortdesc,Short description - one paragraph,0|author,Enter your name,1|body,Content of your topic,1,1

    FormLabelPgfFormat

    The paragraph format defined in the template that is used to display the form labels.

    Example: FormLabelPgfFormat=fm-title

    RequiredFormLabelPgfFormat

    The paragraph format defined in the template that is used to display the mandatory form labels.

    Example: RequiredFormLabelPgfFormat=fm-titlerequired

    FormFieldColor

    Specify the default boundary color for the form field boundary.

    Example: FormFieldColor=GrayDark

    RequiredFormFieldColor

    Specify the color for the mandatory field boundary.

    Example: RequiredFormFieldColor=Red

    SelectedFormFieldColor

    Specify the color for the currently selected field boundary.

    Example: SelectedFormFieldColor=Blue

    ParaElements

    Specify the element to create when the Enter key is pressed in a paragraph element. You can also specify multiple elements separated by a pipe (|).

    If you have specified multiple elements, FrameMaker will insert the first valid element in the current context. For example, in case of a DITA task, you can map this flag to a paragraph and information elements (p|info). When a user hits the Enter key, FrameMaker will first try to insert a paragraph element at the current location, but if the paragraph is not valid then it will insert the information (<info>) element.

    Example: ParaElements=p|info

    OrderedListElement

    Specify the element that is mapped to the ordered list. For example, in a DITA topic, you can map this flag to the <ol> element to create a new ordered list. However, in case of a DITA task, you can map this flag to the <steps> element to create a new procedure.

    Example: OrderedListElement=ol

    OrderedListItemElement

    Specify the default element to create when the Enter key is pressed in an ordered list item. For example, in a DITA topic, you can map this flag to the <li> element to create a new list item within an ordered list. However, in case of a DITA task, you can map this flag to the step element to create a new step within a procedure.

    Example: OrderedListItemElement=li

    UnorderedListElement

    Specify the element that is mapped to the unordered list. For example, in a DITA topic, you can map this flag to the <ul> element to create a new unordered list. However, in case of a DITA task, you can map this flag to the steps-unordered element to create a new nested procedure.

    Example: UnorderedListElement=ul

    UnorderedListItemElement

    Specify the default element to create when the Enter key is pressed in an unordered list item. For example, in a DITA topic, you can map this flag to the <li> element to create a new list item within an unordered list. However, in case of a DITA task, you can map this flag to the step element to create a new step within a nested procedure.

    Example: UnorderedListItemElement=li

    BoldElement

    Specify the element to be used (<b>) to apply bold formatting on text when the key combination Ctrl+b is used.

    Example: BoldElement=b

    ItalicElement

    Specify the element to be used (<i>) to apply italic formatting on text when the key combination Ctrl+i is used.

    Example: ItalicElement=i

    UnderlineElement

    Specify the element to be used (<u>) to apply underline formatting on text when the key combination Ctrl+u is used.

    Example: UnderlineElement=u

  5. After making the required changes to the configuration file, save the file.

  6. Reload the current structured application.

    Go to the structapps.fm and choose Structure > Application Definition > Read Application Definitions.

  7. If any structured topic is currently open, go to the topic and switch to the Author View.

    Any changes to the configuration file are immediately reflected.

Customize the Simplified XML view template

Each structured application that supports the Simplified XML view includes a FrameMaker template. This template defines how the various form elements are presented in the Simplified XML view. For example, you can customize the font size and color of the mandatory field labels in your form or define the auto-insertion rules for the elements. Whatever changes you make to this template file are reflected in the Simplified XML view.

Note: If you are currently working in the Simplified XML view of a topic, switch to the WYSIWYG view.
  1. In the structapps.fm, the Form View > Template field defines the Simplified XML view template file for the corresponding structured application.

  2. To customize the template file, you need to copy it to a location outside the current FrameMaker install directory.

  3. In the Template field, update the location of the file according to the previous step.

  4. Update the template file as required and save the file.

  5. Reload the current structured application.

    Go to the structapps.fm and choose Structure > Application Definition > Read Application Definitions.

  6. If any structured topic is currently open, go to the topic and switch to the Author View.

    Any changes to the template file are immediately reflected.


April 29, 2020

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