Start learning with our library of video tutorials taught by experts. Get started

InDesign CS6: Interactive Documents
Watching:

Creating a navigation system


From:

InDesign CS6: Interactive Documents

with Mike Rankin

Video: Creating a navigation system

It's important to build a navigation system into your interactive documents, so you can get the content you want on screen quickly and easily. The way you do that in InDesign is to create buttons and assign them actions that navigate through the pages of the document. You can also add appearance states so when the user mouses over a button, it changes its appearance. So let's do that to this document. I will start by going to my Pages panel and going to my master page and renaming it. So I will right-click, choose Master Options, I will give it a Prefix of N and a Name of Nav for navigation, and click OK.
Expand all | Collapse all
  1. 1m 45s
    1. Welcome
      1m 2s
    2. Using the exercise files and scripts
      43s
  2. 22m 41s
    1. Case study: tomaxxi's InDesign shortcuts guide
      4m 19s
    2. Case study: The Magic of Reality app
      3m 20s
    3. Exploring PDF digital magazines: InDesign Magazine
      2m 45s
    4. Looking at digital newspapers: BostonGlobe.com
      3m 44s
    5. Reviewing digital magazines: National Geographic
      4m 58s
    6. Exploring iamboundless.com
      3m 35s
  3. 21m 56s
    1. Setting preferences for interactive documents
      6m 32s
    2. Customizing the workspace
      5m 48s
    3. Understanding intent and presets
      3m 5s
    4. Working with images and swatches
      5m 2s
    5. Installing scripts
      1m 29s
  4. 37m 24s
    1. Using Liquid Layout
      9m 17s
    2. Creating alternate layouts
      4m 4s
    3. Using primary text frames
      3m 49s
    4. Using the Content Conveyor
      5m 42s
    5. Linking text
      4m 32s
    6. Linking page items
      3m 19s
    7. Fitting frames to content
      3m 33s
    8. Using style mapping
      3m 8s
  5. 49m 48s
    1. Reviewing what we're going to build
      1m 56s
    2. Previewing with the SWF Preview panel
      4m 51s
    3. Presentation design tips
      2m 41s
    4. Setting up a presentation file with layers
      4m 53s
    5. Creating a navigation system
      8m 32s
    6. Creating a title and content slides
      7m 57s
    7. Overriding master page items
      5m 59s
    8. Setting page transitions
      4m 34s
    9. Creating hyperlinks
      3m 40s
    10. Using the slug for notes
      4m 45s
  6. 37m 40s
    1. Understanding what we're going to build
      1m 11s
    2. Building an interactive table of contents
      5m 9s
    3. Building a navigation system
      4m 5s
    4. Creating PDF-only buttons
      3m 33s
    5. Using a SWF slideshow in a PDF
      9m 33s
    6. Placing a video and using the Media panel
      5m 44s
    7. Setting navigation points
      4m 28s
    8. Placing a video from a URL
      1m 21s
    9. Creating hyperlinks from URLs
      2m 36s
  7. 18m 6s
    1. An overview of PDF forms
      2m 6s
    2. Creating text fields and signature fields
      3m 13s
    3. Creating list boxes and combo boxes
      3m 55s
    4. Creating checkboxes and radio buttons
      3m 47s
    5. Creating tab order for PDF forms
      3m 14s
    6. Creating Submit, Print, and Clear Form actions
      1m 51s
  8. 53m 36s
    1. Exploring the Animation Encyclopedia script
      10m 57s
    2. Using the Animation panel
      6m 56s
    3. Animating on a motion path
      3m 57s
    4. Animating a list
      4m 29s
    5. Creating navigation buttons
      5m 15s
    6. Creating a multi-state object
      6m 23s
    7. Creating a page number indicator
      2m 57s
    8. Animating an opening page
      3m 9s
    9. Creating a multi-purpose button
      3m 11s
    10. Exporting your presentation and embedded fonts to SWF
      3m 46s
    11. Working with transitions and animation
      2m 36s
  9. 40m 34s
    1. An overview of the DPS workflow and the publishing process
      4m 31s
    2. Creating hyperlinks
      5m 17s
    3. Creating slideshows
      3m 25s
    4. Using the Image Sequence feature
      4m 58s
    5. Adding audio and video
      5m 6s
    6. Creating panoramas
      4m 21s
    7. Adding web content
      3m 56s
    8. Panning and zooming
      4m 1s
    9. Creating scrollable frames
      4m 59s
  10. 27m 18s
    1. Using the Folio Builder panel
      5m 28s
    2. Creating a folio
      5m 28s
    3. Adding articles to a folio
      5m 47s
    4. Using the Content Viewer to preview a folio
      3m 53s
    5. Using the Folio Producer
      4m 54s
    6. Viewing a folio on an iPad
      1m 48s
  11. 49s
    1. Next steps
      49s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
Please wait...
InDesign CS6: Interactive Documents
5h 11m Intermediate Jun 11, 2012

Viewers: in countries Watching now:

Join Adobe InDesign and publishing expert Mike Rankin as he explains how to use InDesign to design a wide range of digital documents, including interactive PDFs and apps for the iPad. This course provides a tour of digital publishing trends and shows how to bring these trends to bear in various projects, such as a slide presentation, a PDF form, and an interactive portfolio. Mike also introduces the Adobe Digital Publishing Suite and shows how to publish dynamic interactive documents to the iPad and other mobile devices.

Topics include:
  • Examining trends in digital design
  • Setting preferences for interactive documents
  • Understanding intent and presets
  • Working with images and swatches
  • Creating and working with interactive PDFs
  • Creating alternate layouts for multiple screens
  • Linking text and page items
  • Fitting frames to content
  • Setting up a file with layers
  • Creating a slideshow with transitions and hyperlinks
  • Building a table of contents
  • Adding a SWF slideshow to a PDF
  • Placing video
  • Creating PDF forms
  • Adding animation
  • Working with the Digital Publishing Suite
Subjects:
Design Digital Publishing PDF Projects
Software:
InDesign Digital Publishing Suite
Author:
Mike Rankin

Creating a navigation system

It's important to build a navigation system into your interactive documents, so you can get the content you want on screen quickly and easily. The way you do that in InDesign is to create buttons and assign them actions that navigate through the pages of the document. You can also add appearance states so when the user mouses over a button, it changes its appearance. So let's do that to this document. I will start by going to my Pages panel and going to my master page and renaming it. So I will right-click, choose Master Options, I will give it a Prefix of N and a Name of Nav for navigation, and click OK.

I will go to my Layers panel and make sure the Navigation layer is targeted, and I am going to create an area down at the bottom of each slide for the navigation controls. This is why when I set up the document, I made the bottom margin larger than the sides. I am going to press the F key on my keyboard to get my Rectangle Frame tool, and I am going to drag out a rectangle that touches the sides and the bottom of the document. I will press V to get my Selection tool and I'll resize this so it's 52 pixels tall. Remember, that was the margin that I put at the top, so we have some nice symmetry there.

Now I will right-click on it and choose Content > Unassigned, just to get rid of that X going through the frame and make it a little cleaner looking. I will go up to the Control panel, I will give it a fill of black and just to make it a little less plain, I will add an orange line at the top. First of all, I need to create a swatch for that. So I will go to my Swatches panel, New Color Swatch, and I will create an orange color: 255 Red, 160 Green, 42 Blue, and click OK.

Now I will take my Line tool, I will click and drag across the document and hold Shift to constrain. In the Swatches panel, I will target the stroke and apply that orange color. Now I'll select the line and the rectangle and group them so they don't come apart. And I will also press Command+L or Ctrl+L to lock them. Let's start creating those navigation buttons that go down here. I'll zoom in a little bit and I'll select the Polygon tool from my Tools panel.

I will click in the document, and these are the settings that I want. I want to create a polygon that's 30 pixels in width and height with three sides, so it's a triangle, and no star inset, and click OK. I'll press Shift+X on my keyboard to exchange the stroke and fill. So now it has no stroke and a fill of black. I will press V to switch to my Selection tool, and then I'll click and drag over one of the corners over the top and to the right, and I'll also hold down Shift to constrain. So I rotate the triangle 90 degrees.

I also don't want the triangle to be really pointy, so I am going round the corners a bit. So I'll go to the control panel, I'll choose Rounded corners, and a Radius of 4 pixels. I'll select the triangle and in the Fill controls, I'll reduce the tint from 100 to 50%. Let's move this into position, and this one will be the basis for my other buttons. I'll hold down Option+Shift or Alt+ Shift to drag over and constrain and make an extra copy of this triangle.

Now, I'll take my Rectangle tool and draw a rectangle that's the same height as the triangle. I'll press I on my keyboard to get my Eyedropper tool and click on one of the triangles to borrow their formatting. Then I'll press V to get back to my Selection tool and deselect. That looks pretty good. I'll select those two objects and group them, and this is going to be my button to go to the last page of the document. I'll Shift+Click to select both the group and the original triangle. I'll go up to the control panel and select one of the left-side reference points, and then I'll hold Option or Alt and click on Flip Horizontal and then slide these buttons over a little bit. And there I have four objects that will become my navigation buttons.

They are not really buttons yet, because I haven't assigned any actions in the Buttons and Forms panel. That's what we will do next. So I will select my first triangle, open the Buttons and Forms panel, I'll click at the bottom of the panel to convert it to a button, and the first thing I'll do is give it a name. It's important to name your buttons to keep them organized. This one I'll call Next Page. For the Event, I'll choose On Release or Tap and for the Action, Go To Next Page.

I also want this button to change its appearance when I mouse over it, so I am going to give it a rollover state. I'll just click on Rollover and then I'll go up to the control panel and change the Fill from 50% Black to Paper. Then I'll click back on Normal to reset this button to the Normal state. Now let's make the other buttons. I'll click on the group on the right, convert it to a button, give it a name. This on, I'll call Last Page. The Event is On Release or Tap and the Action, Go To Last Page.

We'll also give it the same rollover state and reset it to the normal state. Now let's do this one. Convert it to a button, give it a name, Previous Page, On Release or Tap, Go To Previous Page, Rollover state, filled with Paper, and reset it back to Normal. And the last one, this one we'll take a shortcut. We will just click on the plus sign and choose Go To First Page. We will name it First Page and give it the Rollover state. And there I have my four buttons.

Now let's preview the rollover states. I'll press Command+Shift+Return and mouse over and I can see each of the buttons changes their appearance. But I can't use them to navigate to different pages yet because this document only has one page. So let's add some pages. I'll go the Pages panel, jump to page 1, and let's add a few more pages, until we have 10 in all. I will zoom out and I'll jump to my Navigation master page, and I am going to take my Type tool and drag out a really big text frame; it fills the entire page.

I am going to make sure it's on the text layer. So I will go to the Layers panel and drag this square down to the text layer. I will double-click to get my cursor in the frame. I will right-click and choose Insert Special Character > Markers > Current Page Number. I want to make this really big so I will select it, and up in the control panel, I will make the Type size 800 points, and I will center it in the frame. I will go back to my Pages panel, jump to the first page, and I can see that automatic page number.

Now let's preview the navigation buttons. I will press Command+Shift+Option+Return on the Mac or Ctrl+Shift+Alt+Enter on the PC. This will preview the whole document. My rollover states are working, and now I'll navigate to the different pages. I can jump to the last page, page 10; the first page, page 1; or any page in between. I will close the SWF Preview panel. And I want to do a little clean up work here. I will press V on my keyboard to get my Selection tool and because I am on page 1, I don't actually need to Go To First Page or Go To Previous Page buttons on here.

They don't really do anything, so it doesn't make sense to have them here. So I want to get rid of them. I am going to Command+Shift+Click, or Ctrl+Shift+Click on the PC, on each of these items to override them from the master page and then press Delete to get rid of them. So now I only have the buttons to go ahead in the document. I am also going to do the same at the end. I'll jump to page 10. And in this case, I don't need the Go To Next Page or Go To Last Page buttons. So again I will Command+Shift+Click or Ctrl+Shift+Click and delete them.

Let's preview again. Now when I preview my first page, I only have that buttons that make sense here. And the same thing for the last page. So far we've seen the right settings to create our presentation files, how to structure them properly with layers, and how to add navigation controls with buttons. Next, we'll start actually adding the content of our presentation.

Find answers to the most frequently asked questions about InDesign CS6: Interactive Documents.


Expand all | Collapse all
Please wait...
Q: I'm following along with the movie "Using a SWF slideshow in a PDF," but when I go to the Tools menu in Acrobat, there is no Multimedia option. Can you help me complete the tutorial?
A: With each new version of Acrobat, Adobe seems to enjoy moving commands to different menus, and sometimes renaming them. To remove the background in Acrobat XI, take the Selection tool (black arrow) and right-click anywhere in the window and choose Properties. This opens the Edit SWF dialog box where you can select Transparent Background in the Launch Settings. You can do the same thing by choosing Tools > Interactive Objects > Select Object and then double clicking anywhere on the SWF.
Share a link to this course
Please wait... Please wait...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed InDesign CS6: Interactive Documents.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Welcome to the redesigned course page.

We’ve moved some things around, and now you can



Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked