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Creating buttons

From: InDesign CS4 Beyond the Basics

Video: Creating buttons

If I asked you what kind of frames InDesign had, you would probably answer Text Frames and Graphic Frames and maybe Unassigned Frames that don't have anything in them, but InDesign has another kind of frame too that most folks don't know about. They are called Button Frames, usually just called Buttons and Buttons are only useful when you are making interactive PDF or SWF files, but they can do all kinds of things, like jump to another page, play a movie, or even hide or show other objects on the page. In my Bliss_Interactive document, I have three objects in the upper left corner that I'd like to turn into buttons, Navigation buttons that jump from one page to the next. Now those are on the Master Page, so in order to turn them into buttons I need to go to the Master Page. I'll press Command+J or Ctrl+J on the Windows, press A, hit Enter and it takes me to the Master Page and now I can actually select these objects. To turn them into buttons, I need the Buttons panel, which I can see I have over here in the dock because I am in the Interactivity workspace. But if I couldn't find it there, I could always go to the Window menu and choose Buttons out of the Interactive submenu. But there it is, the Buttons panel.

Creating buttons

If I asked you what kind of frames InDesign had, you would probably answer Text Frames and Graphic Frames and maybe Unassigned Frames that don't have anything in them, but InDesign has another kind of frame too that most folks don't know about. They are called Button Frames, usually just called Buttons and Buttons are only useful when you are making interactive PDF or SWF files, but they can do all kinds of things, like jump to another page, play a movie, or even hide or show other objects on the page. In my Bliss_Interactive document, I have three objects in the upper left corner that I'd like to turn into buttons, Navigation buttons that jump from one page to the next. Now those are on the Master Page, so in order to turn them into buttons I need to go to the Master Page. I'll press Command+J or Ctrl+J on the Windows, press A, hit Enter and it takes me to the Master Page and now I can actually select these objects. To turn them into buttons, I need the Buttons panel, which I can see I have over here in the dock because I am in the Interactivity workspace. But if I couldn't find it there, I could always go to the Window menu and choose Buttons out of the Interactive submenu. But there it is, the Buttons panel.

Now, I need to turn this object into a button. It's actually a group of objects. For some reason this is setup as a text frame on top of a different frame, but that's okay as long as it's a group it acts like a single object. So, I have selected it, I go to the Buttons panel and at the bottom of the Buttons panel I click on the Make Button button that makes buttons. I am also going to give it a name because Button 5 is not just very descriptive. It's a good idea to name your buttons carefully because you might need to go find them again later. I'll call this Navigation - Products page, call it anything you want.

Now, I would like just to have some action. So I need to choose an Event that the action is going to take place on. Right now it's set to On Release, which means when the mouse button is released, so someone clicks on it and then releases the button. I could choose On Click, which means when the mouse buttons goes down, or when the mouse cursor goes on top of it or when it rolls off it, I'll be looking at those a little bit later on. Next, I need to assign an Action to the release of the mouse button. So I pick that out of this little popup menu that looks like a plus sign. I have a number of options here, including Close the PDF or Close the document or Exit out of this or so on and so on, but in this case I wanted to go to the First Page. It adds that action to my list of actions here and I could if I wanted to add additional actions. I could be having more than one thing happening at a time when somebody clicks on this, but in this case, it is just going to the first page. Since this is going to be a PDF file, I can also choose the zoom level. For example, I am going to set this to Fit in Window so that no matter what zoom level they were at, when it gets to that page it fits it in the window.

So, I have now created an interactive button in InDesign, it's as simple as that, but I would like to give it a little bit more pizzazz. I would like, for example, for it to have a Rollover effect. That is I want it to change its appearance when the cursor goes on top of it. Can I do that? Sure it's really easy. While it's selected on the page, I come over to the Buttons panel and I just click on the Rollover state. There it is. Just click on it and now it has a rollover. To change the appearance in the Rollover state, make sure that the Rollover state is selected in the Buttons panel and then change the appearance here.

I could use the Effects panel to give it some wacky effect, but in this case I am just going to use the Direct Selection tool, select that background frame and give it a different color. So, I'll go to the Swatches panel, make this little bit longer and I am going to apply a fill of Rollover Green, looks great. Now I go over to the Button panel and I am going to add one more state called the Click state. The Click state is what does this button look like when I have the mouse button pressed it down on it. So I am going to click the Click and then select what I want to change and then go to back to Swatches and I am going to fill this with Click Blue.

Let's open the Buttons panel one more time. In fact, I am just going to pull this Button panel out because it's getting a little annoying, not being able to see it all the time, there we go. So now I have a Normal state and I just click on it and I can see the Rollover state and then the Click state, pretty cool. While I am here, let me change one more thing about the Click state. I am going to select the text inside that button there with a Direct Selection tool and while the Click state is selected, I'm just going to move it down with the Arrow key, just a little bit, maybe couple pixels down, couple pixels to the right and I have actually moved that in the Click state. So when it's in a Normal state it's up and when it's in the Click state, the text moves down a little bit. It's just one more thing to indicate that the button is being pressed down.

Now, I have already gone ahead and added these additional states for these other buttons here, the Stores and the Contact, and the Contact one I have already added navigation to the Last Page, a navigation action that will take me to the last page, but I haven't yet setup the action for the Stores button. So let's go ahead and do that. I would like this to take me to page 2 of this document. So I will set this up to On Release and I am going to set the Action to Go To Page. Well here is a problem. If I am going to be exporting this as a SWF file, Go To Page will work just fine, but if it's going to be a PDF file, PDF doesn't work with Go To Page.

Now why? I have no idea. It seems very strange to me, but it won't work. So I have to use a different action instead, and the different action I am going to use because this is going to be a PDF file is going to be the Go To Anchor action. In order to go To a Text Anchor I need to make a Text Anchor somewhere in my document that Acrobat can point to. So, how do I do that? Well first I need to Go To the Page that the Text Anchor is going to be on. So I'll go to the Pages panel. I am going to double-click on Page 2 and I need to select some text on the page here, it just doesn't matter where. I am going to double-click on this text frame and just select some text here. Now, Text Anchors live in the Hyperlinks panel. So I'll go to the Hyperlinks panel. I'll choose New Hyperlink Destination from the Hyperlinks panel flyout menu. it's strange I know, but that's the way it works and I want to make sure Text Anchor is setup in the Type popup menu. So I have all kinds of Hyperlink Destinations, but the one I want is the Text Anchor and you could name it anything you want. I'll just leave that set to Our Bliss no. 5 stores, which is what I have selected on the page. I'll click OK and nothing else changes. I can't see that text anchor anywhere right now, but believe me there is a text anchor and it's hidden inside that text.

So I'll close the Hyperlinks panel, I'll go back to my Master Page and I am going to select my Stores button. Now that I have my Text Anchor, I can choose it in my Actions. So go to Text Anchor, the document is going to be this document, the current document I am working on, and the Text Anchor is going to be Our Bliss no. 5 stores, look at that. It selected it for me because there is only one text anchor in this document. If I had more than one text anchor, I could choose that out of that popup menu and I am going to set this zoom to Fit In Window.

Now, that I have made these three buttons and I want to show you one other button that you might want to create. I am going to go back to Page 1 by pressing Command+J or Ctrl+J on Windows, press 1, hit Enter. I want to make a button that will actually affect another object on my page. For example, I would like this graphic to be hidden, I like it to be invisible, until I rollover this text "tickle your sweet tooth." When I rollover that, the graphic should be visible. Now, how do I do it? First, anything that I want to hide or show, anything that I want to be invisible and then suddenly appear, anything I want to have some interactivity with, I need to turn it into a button. So I am going to select this little picture of a candy and I am going to turn it into a button here in the Buttons panel. I click on the Button, it's now button. I am going to call it-- let's all just call it Candy, all right.

Now I am not going to give any actions to it right now. It's just going to be a floating button that has no actions applied to it, but I will set the state of the button, not down here, but in the flyout menu. I've various options here, including Visible, Visible But Don't Print, Hidden in PDF or Hidden but it will print, all kinds of option here. In this case, I want to start it of as Hidden and that means when the PDF opens it will be invisible, it's hidden in the PDF. For some reason it changed my name again. That's frustrating. I better type that in again, there we go, I'll hit Enter afterward to make it take effect. So I have got a hidden button called Candy. Again it won't be hidden in the InDesign file, but when I make the PDF it will be.

Next, I want this object over here to be a button, so I select the text frame, I'll turn it into a button, I give it a name that says 'show candy' and I want On the Roll Over, that is when the cursor rolls over that object, I want it to show that candy image. So effect the action to be Show/Hide Buttons, right because this is a button and I can show it or hide it. I'll scroll down in the Visibility list here until I see Candy and I'll select it and right now it has an X next to it and the X means don't do anything to it. Just leave it alone, ignore whatever state it's in, but in this case I would like to show it so while its selected, I click on the Visibility icon at the bottom. That means On the Roll Over, show candy.

Now, let's change the Event to something different. On Roll Off, that is when the cursor goes off of it, then do something different. Show/Hide Buttons, select Candy and I am going to click on the Invisible, make the Invisible button, Hide it button, right? So now when it rolls over this text frame, it will make it visible and when I roll off of it, it will make it invisible. Now, that I have added these buttons I think it's time to try them out. We are going to go to the File menu and choose Export and I'll drop this document out on to the desktop and make a PDF file, click Save and I must, must, must turn on the Interactive Elements check box.

Interactive Elements includes buttons and if I don't have that check box turned on, then the buttons will not work at all. I'll click Export and it will export this whole document and open it in Acrobat for me. As we can see this graphic is missing. It's just invisible, right? It's still there but it's invisible, but as soon as I move over that text it shows up. I love that, so show and hide, show and hide, as simple as that. Let's try out the Navigation now. Click on Stores and it takes me to Page 2.

That's great. That's just what I wanted. Click on Contact and it takes me to Page 3. And there is my rollovers, right? And when I click and hold down, I can see that it turns blue and the text moves a little bit, right? I am just moving my cursor on and off of it, so you can see that the text is moving and the graphic is being held down while my mouse button is down. Let go and it takes me back to Page 1. Obviously, any part of your document can become a button, from text to graphics to even lines and once you are in Acrobat, you can do even more things with buttons than InDesign can. You should check out the Acrobat Pro tips and tricks title in the lynda.com Online Training Library for more on that.

Show transcript

This video is part of

Image for InDesign CS4 Beyond the Basics
InDesign CS4 Beyond the Basics

90 video lessons · 24583 viewers

David Blatner
Author

 
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  1. 2m 11s
    1. Welcome
      1m 3s
    2. Using the exercise files
      1m 8s
  2. 25m 16s
    1. Reviewing Control panel shortcuts
      8m 34s
    2. Managing panels
      6m 14s
    3. Letting InDesign do the math
      2m 52s
    4. Using Selection tool clicks
      1m 39s
    5. Using Quick Apply shortcuts
      3m 2s
    6. Setting up context shortcuts
      2m 55s
  3. 23m 51s
    1. Using column guides
      3m 42s
    2. Formatting and positioning guides
      5m 15s
    3. Setting first baseline options
      5m 30s
    4. Using the Document grid
      3m 13s
    5. Setting bleeds
      3m 3s
    6. Using slugs
      3m 8s
  4. 48m 2s
    1. Shuffling pages (or not)
      2m 47s
    2. Scaling objects to a specific size
      2m 32s
    3. Aligning objects to a page
      4m 41s
    4. Using advanced libraries
      4m 5s
    5. Using advanced anchored objects
      11m 21s
    6. Setting non-printing objects
      3m 10s
    7. Creating notes
      5m 23s
    8. Using Data Merge
      10m 41s
    9. Creating templates
      3m 22s
  5. 39m 32s
    1. Creating polygons and starbursts
      2m 35s
    2. Setting custom stroke styles
      5m 15s
    3. Using advanced effects
      8m 46s
    4. Making masks in InDesign
      4m 10s
    5. Integrating InDesign and Illustrator
      4m 59s
    6. Setting compound paths
      5m 4s
    7. Using advanced clipping paths
      6m 6s
    8. Using advanced image transparency
      2m 37s
  6. 55m 26s
    1. Using advanced text formatting
      5m 37s
    2. Using other languages
      4m 22s
    3. Setting advanced paragraph numbering
      3m 12s
    4. Using GREP to find/change
      6m 54s
    5. Managing glyphs
      5m 6s
    6. Finding and changing glyphs
      2m 39s
    7. Adding footnotes
      7m 57s
    8. Creating outlines
      3m 39s
    9. Setting conditional text
      9m 16s
    10. Creating cross-references
      6m 44s
  7. 33m 3s
    1. Advanced text importing
      7m 49s
    2. Using Apply Next Style
      5m 4s
    3. Advanced text styling
      6m 9s
    4. Setting load styles
      2m 58s
    5. Linking to text files on disk
      4m 1s
    6. Understanding GREP styles
      7m 2s
  8. 1h 4m
    1. Building a multi-document book
      4m 42s
    2. Setting page numbering across books
      7m 53s
    3. Setting chapter numbering
      6m 7s
    4. Using the Section Marker feature
      6m 53s
    5. Creating "Continued On..." numbers
      4m 44s
    6. Synchronizing documents in a book
      5m 41s
    7. Creating a table of contents
      11m 24s
    8. Indexing documents
      7m 24s
    9. Generating an index
      6m 47s
    10. Printing or exporting a book
      3m 10s
  9. 46m 4s
    1. Creating hyperlinks
      12m 53s
    2. Setting bookmarks
      6m 7s
    3. Creating buttons
      11m 16s
    4. Making movies
      8m 24s
    5. Creating sounds
      4m 51s
    6. Setting page transitions
      2m 33s
  10. 25m 59s
    1. Setting up swatch and style defaults
      3m 24s
    2. Using mixed ink colors
      6m 16s
    3. Working with duotones
      4m 23s
    4. Overprinting
      2m 10s
    5. Ink aliasing
      4m 50s
    6. Using the Kuler panel
      4m 56s
  11. 50m 27s
    1. Creating the transparency blend space
      4m 6s
    2. Understanding InDesign color settings
      9m 8s
    3. Assign Profile and Convert to Profile
      3m 26s
    4. Working with RGB images
      7m 54s
    5. Working with CMYK images
      6m 28s
    6. Soft-proofing
      5m 18s
    7. Managing color at print time
      7m 25s
    8. Managing color in a PDF export
      6m 42s
  12. 42m 1s
    1. Embedding preflight profiles
      5m 1s
    2. Using the Transparency Flattener preview
      3m 23s
    3. Reviewing Transparency Flattener settings
      6m 30s
    4. Setting print presets
      3m 35s
    5. Setting PDF presets
      3m 21s
    6. Exporting to XHTML
      7m 42s
    7. Exporting to SWF
      6m 45s
    8. Exporting to XFL
      5m 44s
  13. 25m 58s
    1. Understanding XML and InDesign
      6m 51s
    2. Structuring InDesign content
      4m 17s
    3. Importing XML
      6m 57s
    4. Exporting to XML
      7m 53s
  14. 34s
    1. Goodbye
      34s

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