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David Blatner brings his knowledge of and passion for InDesign to the latest release of this state-of-the-art publishing program, showing how to harness its power and functionality. InDesign CS4 Beyond the Basics covers the process of publishing with an eye on the program's latest nuances: optimizing page layouts, automating InDesign with Data Merge and XML, exploring interactive documents (including making movies), and exporting publications to a variety of formats. Exercise files accompany the course.
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.
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