Forced view for Tabs Interactions - Shared actions as template

Why?

Recently the question appeared a couple of times in the forums: is it possible to delay the appearance of the Next button until all tabs in the learning interaction Tabs have been clicked.  This ‘Forced view’ request has been documented many times for normal click/reveal interactions and for a branching scenario. However the limitation of all learning interactions to the provided editing functionality prevents an easy way to realize such a scenario. Same is valid for Accordions, Timeline, Pyramid etc… interactions.

My recommendation is to use one of the multiple interaction slides from the Quick Start Projects (version 11.5, Assets panel). They do not offer Forced viewing out of the box, but can be transformed to do the trick. Have a look at the published example.

Warning: This blog contains three short video clips, it may some time to load completely on your system.

Example project

In this example I took 3 ready-to-go slides: one from the Safety, the Alliance and the Earth projects. The existing actions have been edited and you’ll get the Next button only when all tabs on a slide have been clicked:


The embedded example has a fixed resolution. You can also use this link for a scalable version.

How?

All was done using two shared actions, which you’ll be able to download in a Library project:

  1. VarsCreateForceTabs: is used to create the needed user variables, and acts also as reset action On Enter for each slide. In this particular case the same action (one parameter) could be used directly. However if more is used in the On Enter action, the shared action can be used as template for a dedicated advanced action.
  2. ForceTabs: has been used only as template for all the advanced actions on the 14 tab buttons in this project. I will describe the workflow step-by-step in a future blog.

If you want to try the workflow (described below) out, download this project which has the two shared actions in its Library. In an older blog (or video)  I explained how to import those actions in any project using External Library. Download the project from this link:

SA_Library

Workflow

Step 0: Next buttons

Add the Next button to each slide, and hide it in output. I labeled them SB_Next_Earth; SB_Next_Safety, SB_Next_Alliance 

Step 1: import the shared actions to your project

  • Open the Library panel in your project. Scroll to the Shared actions subfolder.
  • Use File, Import, External Library and point to the downloaded project file. It will appear in a floating panel top left of your screen.
  • Find the Shared actions folder in that external library and select BOTH shared actions.
  • Drag them to the Shared actions folder in your project library. They will both appear with a usage of 0. But the variables used in those actions will now appear in the Variables dialog box (Project, Variables). 

You can watch this step in the video below as well.

Step 2: use VarsCreateForceTabs action as Reset action

  • Check the On Enter event for the Quick Start Project slide you want to use. In many case that will be the default action 'No Action'. If that is the case, apply the Shared action 'VarsCreateForceTabs' to the event. It will need only one parameter: the number of tabs. 
  • If the On Enter event triggered another action than 'No action', screen that action. In many cases it is a superfluous action. One example is the 'Horizontal Tabs' layout in the Business project. It has an On Enter action to reset states to the Normal state, but that action is not needed since such a reset happens automatically when you re-enter the slide. Reason: the option Retain State on revisiting slide is unchecked.
  • If the existing On Enter action has to be done, you need to use the Shared action as template to create an advanced action. In that advanced action you'll need to add the existing action, which can be done by copy/paste eventually on a new decision tab. In the available Quick Start Projects the On Enter actions are never conditional. 
  • Using the described workflow, the Next button will remain visible when the slide is revisited. That is mostly the required situation: only on a first visit clicking all the tabs is required to get the Next button, but later on that is no longer the case.

Second step is also shown in this video clip:

Step 3: use ForceTabs as template for Tab action

  • Select a Tab button on the slide. In the following screenshots I selected the first button on the slide from Earth, which will have the name C2R37_BTN_xx  (xx will be a number added by Captivate to make the name unique).
  • Check its action in the Properties panel, Actions. Open that action in the Advanced Actions dialog box.  For all the ready-to-go slides with a similar Tabs interaction, those actions always have one standard decision. No IF conditional decisions, nor While loops
  • Select all the commands in that action, copy them to the clipboard (Edit menu, right-click menu or with CTRL-C).
  • Open the shared action 'ForceTabs' from the dropdown list top left (starts with Blank). You'll need to fill in the two parameters in the dropdown lists. First parameter which appears in the two first decisions is the tracking variable. Second parameter in this case is the Next button, which was hidden in output. A Preview of such a filled in shared action is visible in this screenshot, created for the first tab button in the slide taken from the Earth QSP:
  • Return to the first decision 'Always', on the second line (after the 'Increment' command), paste the commands copied to the clipboard (CTRL-C or from the menu).  Save the advanced action with a unique name. For that same tab button as the previous screenshot, this would result in:
  • Assign the new advanced action (in the example SB1_Earth_act) to the tab tutton.

You will need to repeat this third step for each of the tab buttons. Eventually you could also duplicate the advanced action for the first tab, and edit the duplicates. Do not forget to copy the commands from the original advanced action on the tab to the first decision 'Always' after the Increment command. In that scenario, only the first parameter (tracking variable) needs to be edited, but in the first AND the second decision. If you start from the shared action as template you need to define that parameter only once. However you don't need to edit the last decision, because the Next button will be the same for all the tab buttons if you work with duplicate advanced actions.

Here is the video clip for the third step:

Conclusion

Although this blog was meant in the first place to answer a forum question, I had a hidden agenda (a badass?):

  • Using shared actions as template
  • Using shared actions to avoid creating variables over and over again
  • Combining existing advanced actions with filled in shared actions
  • Understanding and extending the use of Ready-to-go slides from the Quick Start Projects.


Quiz/Score slides in Quick Start Projects - part 2: Responsive projects

Intro

Recently I posted about using Quiz slides as ready-to-go slides from the available Quick Start projects, in their non-responsive version. The conclusion was not very positive, because most themes didn’t include the necessary master slides to allow you to create all types of quiz slides with the theme look/design. For the Score slides the situation is even worse, because they cannot be inserted as ready-to-go slide, they will appear automatically after insertion of a quiz slide, or after setting up the Quiz Preferences to show a score slide (for scored objects). If the Results master slide has not been created in a theme (as was the case for multiple QSPs) you’ll not be able to get them in your project, unless by using the long workaround I explained in that post.

This second part refers to the responsive versions of the Quick Start Projects. It is a relief to see that the situation is better for the used themes. You will be able to download a table, with the same indications as in the first post.

Table

The number of Quick Start Project with a responsive (fluid boxes) set up is more limited than for the non-responsive projects. You can find a similar overview like the one provided for the non-responsive projects in this downloadable table:

QuizQSPResp

Items marked in red need some explanation, have a look at the Tips below

TIPS

Similar to the non-responsive projects, there are QSPs (Quick Start Project) with a fully developed theme, including dedicated master slides for the score slide and the quiz slides. That group includes the projects Safety, Wellbeing and Alliance. A second group (Earth, Rhapsody and Wired) has master slides but only partially similar to the example slides. Mostly images are lacking, but since you are dealing now with Fluid Boxes, it will need some knowledge of that workflow to reproduce the look of the quiz and score slides.

The project Aspire  has several example MCQ slides, only one of them is using a dedicated master slide. It has also an incomplete Results master slide. The project League has incomplete quiz master slides.

The situation for the score slide is different. As told before, you cannot insert a score slide as a standalone slide. It will be inserted automatically after you have inserted a question slide of the same theme, or when you select the option ‘Show score at the end of the Quiz’ in Quiz Preferences, Settings.

The tips for the question slides, mentioned in the previous post, are valid here as well. For that reason, focus in the TIPS is only on the Results (score) slide. If you want to learn more about the Fluid Boxes layout for question slides, and about editing the feedback messages, have a look at:

Tips for Fluid Boxes quiz slides

Feedback Messages in Fluid Boxes question slides

Score slide

Three groups of Quick Start Projects, each with a different approach.

Group 1: Safety, Wellbeing, Alliance

These projects have a Results master slide consistent with the global Theme design. The content (inserted fields) is similar to Results slides in all themes packaged with Captivate. That means that you can use choose the to be inserted fields, using Quiz Preferences,  Settings, button ‘Quiz result messages. The screenshot below shows an example, where two fields (Max. Score and Attempts) have been unchecked. The Fluid boxes layout will adapt to those changes.

No problems with this group at all. When you insert any question slide from one of these QSPs the results slide will automatically be inserted and have the design of the master slide of that same QSP.

If you insert a question slide directly (using Quiz menu) the theme of the project will have priority and the project Results master slide will be used. This is due to the fact that version 11.5 supports the use of multiple themes.

Group 2: Aspire and Rhapsody

Those projects have two Results slides. This screenshot shows them for Aspire:

The first master slide (Result) is the default master slide used when the Results slide is inserted (due to insertion of a question slide). It has only partially adapted the Theme design.

The second master slide (Custom Result) is used in the Alliance project for the example results slide.  You can switch the existing Results slide to this master slide if you want. BUT! the big problem is that you’ll miss the Advanced action used for this results slide, and the text content for some text captions.  This is a big problem if you are not familiar with those features.

Group 3: Wired, Earth and League

These projects have no Normal Result master slide. By Normal I mean that you can add/delete fields as shown in the screenshot ‘Quiz Result Messages’ under Group 1. These projects have only a customized Result slide, which is using an advanced action.

This is a problem: when you insert a question slide from one of these projects, the companion Results slide will be that custom slide. That means that you will have to find the advanced action and attach it, after having filled in the missing information.

Two possible solutions: either you will replace the custom Results slide by the default Results slide from the project theme. These two screenshots may illustrate the workflow. It is a project using the ‘Cement and Steel’ theme packaged with Captivate.  A T/F question slide was inserted from the QSP ‘Earth’, which resulted also in the Results slide of ‘Earth’, and you can see the result here (missing Text, advanced action). You see the results slide at the back (with part of the missing fields in the scratch area), the Filmstrip and the Properties panel of the results slide. You see that the Results slide belongs to the ‘Earth’ theme:

To replace the Results slide by the one belonging to the theme ‘Cement and Steel’, use the dropdown list (showing Earth) to switch, and you’ll get only one possible master slide: the Results Master slide of ‘Cement and Steel.’ Select that master slide, and you’ll get all the fields back, no advanced action needed, although the design may need some editing.

Post a comment, if you want to learn how to recover the advanced actions for the custom results slides in groups 2 and 3.

Editing Ready-to-go slides (Quick Start Projects) - part 2: Interactions

Intro

Many users wanting to take advantage of the Ready-to-go slides available through the Assets panel in 11.5, are blocked when trying to customize those slides. In a previous article I offered a step-by-step workflow to find texts or images you want to replace by your text or images. That was not so hard, and you learned to use several panels (Timeline, Master Slide, Object States, Library).

For Interactions the situation is more complicated. You will not find a complete 'How-to' in this blog. Some interactions are rather easy to understand and customize, other interactions however need an in-depth knowledge of Advanced actions and variables. Those slides never use Shared actions, which would be easily found in the Project Library. This blog will try to help you identify the components (actions) of the interactions, how to 'read' them and tips for customizing. The workflow will be explained using a Knowledge Check slide from the project 'Alliance'. The interaction can be told to be of intermediate level. Understanding this workflow will allow you to customize easy and intermediate level interactions. For more complicated interactions this may not be sufficient. Maybe find help from someone experienced in Advanced actions.

Step 1: Find Interaction components

On the slide with the Interaction to identify, open the Advanced Interaction panel from the Project menu or with the shortcut key F9. The slide will be selected in that panel and with the default setup you will see all the actions in that slide, and the events to which they are attached. Here is an example:
The selected slide is slide 26, labeled Knowledge Check in the Quick Start Project 'Alliance'. You see in the table that the On Enter slide event has no action attached, the field 'On Success' on the slide line mentions 'No Action'. This means that the interaction is only created using Success events of interactive objects, which you can also find in this panel.

The level below slide level shows all interactive objects and their Success actions (when clicked) in the 'On Success' column. In this case 5 Smartshapes have been defined with the option 'Use as button' and they all trigger an Advanced action. From the labeling of the objects and the actions you can suspect that 4 of those advanced actions are similar (on shapes KC1 - KC4) and one is unique (on the unlabeled Smartshape). When you select one of the lines associated with an interactive object, the object will be selected on the slide. 

Step 2: "Read" actions (components of interaction)

Let us continue with the same slide from the Alliance project. Select the object KC_1. Its Properties panel shows up, switch to the Actions tab. Open the Advanced action 'KnowledgeCheck_Select1' by clicking the Browser icon. It shows a list with 5 lines, which I will label as 'commands':

The first command line 'Assign.... true': gives a value 'true' to a user variable 'sales_knowledgeCheck_correct'. The name of this variable indicates that it needs to be true for a correct answer, 'false' for a wrong answer. You can check this by reading one of the actions on the three other objects (KC_2...KC_4), where you will read that the given value is 'false'. 

The other command lines are used to change states for the objects, to indicate which object has been selected (active). You can find more explanations about multi-state objects in the first part which I mentioned in the intro.

Open now the unique action 'KnowledgeCheck', linked to the unnamed Smartshape_337. In the Timeline you can see that it is the Submit shape button.  In the Advanced Actions dialog box you see that this is 'conditional' (marked in red). In that case "reading' will be easier if you switch to the Preview window, which you do with the arrow button top right, which I marked with a green box:

In the Preview window you see that the state of two multistate objects will be changed depending on the value of the user variable sales_knowledgeCheck_correct. Identifying those multistate objects allow you to edit the states as explained in the first blog.

Step 3: Customizing examples/tips

In the example the first answer is deemed to be correct.  You can move the shape buttons KC1-KC4 around, to put the correct answer in another location. No problem, the interaction will continue to work as expected.

Less answers

You can safely delete one of the wrong answers in this particular use case. That may not be the case for all interactions. Here however the final action (Submit button) is in no way checking or taking into account the number of answers. You only need at least one correct and one wrong answers.

More answers

If you want an extra answer, you'll have to decrease the size of the answer shapes KC1-KC4. For the 5th answer you can duplicate one of the answers with the right-click menu or the shortcut key CTRL-D (Cmnd-D on Mac). Use the Align options (or toolbar) in the right-click menu to put everything in place. The name of the duplicate answer will probably start with KC_ as well, but not necessarily be 'KC_5'. You don't need to edit the name but I did so (Properties panel) just to clarify. That duplicate answer will have the same states as the source answer. You can check using the Object State panel.

It is however necessary:

  1. To edit the existing action for the four older answers, because the state change for the new answer needs to be added.
  2. To create and edit a duplicate advanced action for this new answer.

Editing actions KnowledgeCheck_Select1....

Open one of those actions using the Browser icon in the Actions tab (see Step 2 for a screenshot).

The first command line is fine. The Change State lines set the state for the selected answer to Active, the other answers get state Normal. For all those actions a sixth command is necessary to set the state of the new answer to Normal. Steps for KnowledgeCheck_Select1 are indicated in the screenshot below and you'll find the numbers in the explanation:

  1. Select the last command line
  2. Use the Copy button
  3. Move to the next empty command line
  4. Use the Paste button
  5. Double-click the empty third field and type KC: only the items having KC in their name will appear. Remember: I named the new answer 'KC_5'
  6. Choose 'KC_5'
  7. Click the down arrow in the next field.
  8. Choose the state 'Normal'.
  9. Click the button 'Update action' at the bottom and the action is complete now, including the 5th answer.
  10. To save time editing the three remaining actions, use the Copy button again on the last command line which sets the state to Normal for the last answer KC_5..

Switch to the action KnowledgeCheck_Select2 using the top right dropdown list:

Go immediately to the first empty command line and use Paste (step 4), and save the action (step 9)
Repeat step 10 and do the same for KnowledgeCheck_Select3 and KnowledgeCheck_Select4.
Do not close the Advanced Actions dialog box, you still need a fifth action.

Creation of KnowledgeCheck_Select5

The new action will be created as a duplicate of KnowledgeCheck_Select4. Select that action in the Advanced actions dialog box, follow the steps in the screenshot below

  1. Duplicate the action
  2. Edit the name to KnowledgeCheck_Select5
  3. Set the state of KC_4 to Normal instead of Active
  4. Set the state of KC_5 to Active instead of Normal
  5. Save the action and close the dialog box.

You still need to attach this new action to the answer KC_5 and you are ready for testing:

Tip: if you want to explore the Advanced Actions dialog box, you can read this blog.

More?

This is only one example of customizing a Ready-to-go slide. Some interactions are more complicated in those projects, some are easier. If you are in for a challenge, look for the Flipcard interactions, Glossary interaction or some Click/Reveal interactions. 

Do not hesitate to post questions, comments if you are stuck. If possible I will try to help.

Editing Ready-to-go slides (Quick Start Projects) - part 1: Text and Images

Intro

The Quick Start Projects (QSP) available under the Assets button in Captivate 11.5 are popular. It is understandable that new (and other) users look for inspiration and to save some time by using existing design layouts and interactions.

In the past I already posted some articles with tips about inserting Slides from those projects in your project. To customize those slides you often want to edit texts and replace images. If you are new to Captivate, finding an image can be frustrating. You expect to be able to select an image by clicking it on the stage, but that is not always the case. This article will try to help you in your search. Follow the steps in sequence. Depending on the situation you will not need all steps. Meanwhile you may discover some ‘tools’ as well.

Text mostly is not that hard to find, although there are some exceptions which will be mentioned. All steps here, except when indicated, are valid both for non-responsive (blank) and responsive projects. Example screenshots are taken from the available Quick Start Projects.

If you find this helpful, will write another article about customizing interactions. That will be not as easy, and may need more learning about tools.

Steps

Step 1: Timeline panel

In the newbie UI the timeline panel is collapsed at the bottom, and you see only its title bar. Open the Timeline panel by clicking the Title bar. This is your primary tool. You may ignore that this panel can also be used to select objects like images and text containers instead of clicking them on the stage. Especially when you have a lot of objects, which overlap, this may be an easier for selection. Selected objects have a different color (darker blue) than unselected objects.

If you can select the image on the stage or on the Timeline panel, and you want only to replace that particular image, it is easy. Look in its Properties panel, where you’ll see the name of the image. Click that name and point to the new image. I would recommend to have it imported to the Library (see further), but you can also find it on your system. Once it is imported, it will automatically appear in the Project Library.

Screenshot is for the slide ’70/30 Layout with image horizontally’ from the QSP ‘Alliance’.

Tips:

  • Best practice is to have an image with exactly the same size in px as the original image. Click the button Edit image, to see the size of the image.
  • If you have several slides where you want to replace this same image, it is better to find the image in the Library. Use ‘Find in Library’ from the right-click menu on the image. Edit the image in a graphics application, where you can replace it. Keep the original name and all instances of that image will be replaced in your project.

Extra

I didn’t encounter this other possibility yet on a Ready-to-go slide but have not checked all of them. It is possible to have an image as background on a slide. In that case it will be visible on the state, but not on the Timeline. You can only see that image as shown in this screenshot:

You see that a Custom background is used. It is an Image, and under ‘Slide Color’ you see a preview of the image. Clicking the small triangle at the bottom allows you to choose another image.

Step 2: Image on Master slide

If you cannot select the image on the stage, nor in the Timeline it may be on the used Master slide.

Click the Master slide button, and the Filmstrip will be replaced by the Master Slide panel. The master slide on which your slide is based will automatically be selected. It is possible that need to scroll to see that selection, it is a thick blue border.

Keep the Timeline panel, it is also used by master slides. Try to select the image either on the stage or in the Timeline. If you are able to do so, you can replace that image the same way as on a slide. All slides based on this master slide will be updated automatically and show the new image.

Screenshot is for the slide ‘Image 1’ from the QSP ‘Wellbeing’.

Extra:

Similar to slides (and more used) an image can be used as Custom background in a master slide.


For a Fluid Boxes project it is also possible that a Fluid box is filled with an image. Same comment as with the background for master slide. I have not detected this use of images in the QSP-slides which I have screened.

Step 3: Multistate objects

No luck so far, no images on timeline of slide nor master slide? You are able to view that image when previewing the course, but it is not visible in the editing environment on the stage? In that case the mysterious image is probably in a state of a Multistate object. Same can be possible for text, which appears when previewing but is invisible on the stage when editing.

Find the multi-state object for hidden images?

Preview the slide (in browsers) and try out the interaction, mostly by clicking buttons or arrows. Try to remember one of the images which you want to replace.

When back in the editing environment, you probably will have an image on the stage. Use the right-click menu to ‘Find in Library’. The developers of the QSPs will have labeled the images in a consistent way. Try to find the image by scrolling in the neighbourhood of the selected image.

To see if it is used in a multistate object, click the Usage button in the Library. If this confirms that the image is on the same slide, you have found the multistate object.

Screenshot: this is the slide ‘Slideshow Layout’ from the QSP ‘Business’. The image which shows on the stage is labeled ‘photo_1’.  Near that image I found the one needing to be switched ‘photo_4’ and it is confirmed that this image is also used on slide 2., in state4.

Open the Object State panel by clicking the State view button in the Properties panel for the Multistate object.

In the Object State panel, find state4.  You can now follow the same workflow to exchange for another image as described on top for the very first step:

When you are finished editing states, you can return to more editing for the slide after clicking the Exit State button on top (bit far away IMO).

To find a hidden text, it is not so easy because texts are not in the Library. You need to preview. If the hidden text appears after having clicked some interactive object (button, arrow) try to remember its location and size. In that location you may have another text or image, but it can also be an invisible shape. In editing environment try clicking in the remembered location. If you see a selection rectangle with handles, try its State view button.

Typical slides with multistate objects are the Flipcard slides and the Accordion slides.  If you cannot find a text… ask here or in the Adobe forums. I have helped identifying multistate objects for multiple users.