Here’s some content that spans the past decade or so of rapid e-learning. Originally, the interactive scenario started as a PowerPoint file that was published with Articulate Studio to demonstrate how to create simple branched scenarios in PowerPoint.

Interactive Scenario: PowerPoint

Click to view the interactive scenario create with PowerPoint

Since PowerPoint is linear and doesn’t offer tracking logic, it requires a lot of slides to create the illusion of movement and branching complexity. The slide number increases exponentially with each additional choice and gets to a point where it’s not manageable.

In those cases, PowerPoint isn’t the best solution for interactive courses.

Interactive Scenario: Storyline

The same content goes from 154 slides in PowerPoint to just 18 slides in Storyline. That’s a dramatic decrease in slides and the production time required to create an interactive scenario. It really shows off the power of Storyline and why it’s so well received as a preferred authoring tool.

Interactive Scenario: Rise 360 Content Blocks

When we launched the Rise 360, I wrote about the new approach to rapid e-learning. Rise 360 is form-based so the authoring process is different than PowerPoint or Storyline.

I played around with how to convert the PowerPoint scenario into Rise 360, a completely different type of tool. Here’s the first attempt using content blocks.

Click here to view the interactive scenario using content blocks in Rise 360.

Interactive Scenario: Rise 360 Scenario Block

The content block scenario works, but with the scenario block in Rise, I am able to create something that is visually more in line with what I want and it’s a lot easier to build. Here’s an example of the same content in the Rise 360 scenario block.

Click here to view the interactive scenario using the scenario block in Rise 360.

Interactive Scenario Resources

• In a previous post, I showed how I created the menu design for the interactive scenario using PowerPoint.
• Here’s a tutorial to learn more about the scenario block where I used some of this scenario for the demo.
• I am doing a free webinar on May 21, if you want to learn more about the scenario block. If you can’t make it, register and you’ll get a link to the recording to watch at your leisure.

It really is interesting to see the evolution of rapid e-learning through this scenario content. It started with PowerPoint, passed through Storyline, and now it’s part of Rise 360.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

Even before I started working at Articulate, I made it a goal to answer five questions each week in the e-learning community. It’s a great way to connect with others, especially beginners, and offer some help as they’re learning.

However, for me, it’s a great way to stay on top of the tools as it forces me to think through the software in different contexts. It enables me to play around with different ideas and production techniques.

Here are three recent tutorials that I created to answer some questions in the community. The tutorials offer little bonus tips and focus on some production nuances that aren’t always apparent to new users. They’re good if you’re just getting started.

Here are the three files I used for the demos in case you want to look at them and follow along.

• Download here (3 MB)

E-Learning Tip: Simulate Right-Click Interactions on Mobile Devices

In this tutorial, we review how to go through software training on a mobile device when the software simulation requires the user to right-click which isn’t possible on a mobile device.

Features demonstrated:

• Setting True-False variables to indicate if the user is on a mobile device
• Use variables to simulate right-clicking
• Showing/hiding objects based on variable values

Click here to view the tutorial on YouTube.

E-Learning Tip: Combine Animations to Create Fast-Slow-Fast Animations

In this example, the question was how to make an object slow down when passing through another object and then speed up when it was done passing through.

Click here to view the tutorial on YouTube.

Features demonstrated:

• Create motion paths
• Set options
• Apply relative start points
• Relative animation
• Alignment

E-Learning Tip: How to Keep Objects Persistent and as the Top Layer

In this tutorial, we look at how to ensure that the custom course navigation is always on the top layer and not hidden when going to other layers.

Features demonstrated:

• Launch layer based on timeline
• Create persistent layers on top of other layers
• Use empty layers to trigger and redirect

Click here to view the tutorial on YouTube.

I usually do 5-10 of these tutorials every week. If they interest you and you want to see more, let me know.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

Building e-learning courses is usually a matter of pulling together the appropriate content, visuals, and some level of interactivity. Most courses I see are linear with some simple interactions like tabs and labeled graphics.

However, there’s a way to make e-learning content and the learning experience more dynamic when using variables. Variables help create custom user experiences such as personalized visuals, conditional navigation, and adaptive learning paths.

The challenge for many e-learning developers (who aren’t experienced programmers) is learning more about variables and how to use them.

Today’s post is a recap of some previous getting started content that introduces the basics of working with variables, a few practice activities, and additional resources.

Also, be sure to check out our upcoming e-learning workshops below. I just added a bunch of new sessions.

Learn About Variables for E-Learning

Here are some previous blog posts that go through the basics of variables and how to use them.

• The Case for Variables in E-Learning: what are variables and why use them?
• Simplifying Variables for Better E-Learning: understand the types of variables and common use cases.
• Consistency in Production: Naming Variables for E-Learning: learn how to name variables for easier management.
• How to Save Time When Using Variables in Your E-learning: time-saving tip using variable references to verify that the variable is tracking properly.
• The Answer to the Community’s Number 1 E-Learning Question: every day some sort of derivative of this question is asked in the community. Get your answer here.
• Here’s an Easy Way to Troubleshoot Courses with Variables: build a way to quickly access and manage variable values during the course production and testing process.

Practice Activities to Learn About Variables for E-Learning

Here are some resources from previous workshops where we learn to use variables in a simple gamified context. There’s a published version with practice files and a series of tutorials that go through each slide individually. If you want to practice using variables and need some resources, this is a good place to start. You’ll only learn to use them when you use them.

See a published example.

• Download the practice file here.

Tutorials

• Set up and overview (6:50)
• Slide 1.2: create a personalized badge (18:18)
• Slide 1.3: create conditional menu navigation (16:16)
• Slide 2.2: include progress indicators (17:26)
• Slide 3.2: add a timer (20:38)
• Slide 4.2: create risk and reward (17:09)
• Slide 5.1: ways to manage and test variables (24:16)
• Slide 7.1: how to set variables for testing (15:36)

E-Learning Community Activities to Practice Using Variables

Here some recent challenges to practice using variables in real-world contexts. Even if you can’t participate, look at some of the examples shared by community members.

• Using Text Variables to Capture and Display Learner’s Name #222 

• Using Random Number Variables to Create Dynamic E-Learning #188

• Share Your Tips for Getting Started with Storyline’s Variables #2

Tutorials to Learn About Variables for E-Learning

• Here are some community tutorials that show how to use variables in Storyline 3 & 360.
• Articulate 360 subscribers can always sign up for the 4-part webinar series. Our next series starts April 22. We go through the basics and answer your questions.

If you haven’t used variables before, now’s a good time to get started. If you do use variables, what do you find to be the most common use cases in your projects?

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

I built a simple sorting interaction to show how to work with sliders and variables for a workshop. It’s a fun and simple interaction so I cleaned out the data and made it so it can work as a template. It’s yours to use as you wish.

Click here to view the demo.

• Download the template here.

Tutorial: Interactive Sort Activity

Here’s a YouTube tutorial that walks through the template and explains how to customize it.

A few things you’ll learn:

• Customizing the slider
• Animation-based triggers
• How to customize the sorting activity

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

“Help, I need to update my course, but I don’t have the source file. All I have is a link!”

This is a common issue. Here’s a solution that may work for you and it’s generally easy to do.

In a previous posts, we looked at how to copy text from old Flash courses and how to transcribe them using into new slides.

How to Convert the Course to HTML5

The secret to all of this is screen capturing your old e-learning courses. You can do what I am going to show with a number of tools. For example, Storyline has a screen capture feature where you can bring in one screen at a time. That works fine for smaller courses.

For this demo, I am going to use Screen2Gif because it works well for this demo that has a lot of slides, it’s easy to use, and it’s free.

View the detailed tutorial on YouTube.

Below are the basic steps. The video above has more detail. Essentially, we’re going to capture the old course screens, bring them into PowerPoint as images (because we can do a simple batch import), and then we’ll import the PowerPoint slides into Storyline.

Once inside of Storyline you can add interactive elements and additional content.

Basic Steps for Converting the Old Course

• Determine the original course slide resolution. Don’t include the player; just the slide. Most courses are usually 4:3 or 16:9.
• Create a PowerPoint file at the same resolution as the course images.
• Create a Storyline file at the same resolution as the PowerPoint file.
• Go through the course using a screen capture application. This will capture all of your course screens. If you have interactions, you’ll go through those as well. You want a copy of every possible screen. Just click on everything clickable. I’d even go through the quizzes, just so you have the screens. You can use that content later.
• Review the screens you captured and get rid of duplicates.
• Save the separate frames captured as image files.
• Batch insert the screen capture images using the album feature in PowerPoint. I like to force them to fit the slide. That way I don’t need to do any adjustments. Things should be aligned.
• Import the PowerPoint slides into Storyline.
• From there, it’s a matter or making some edits and adding interactions, quizzes, and whatever else the course requires.
• For example, you could take the screen for a tabs interaction and combine them into one slide with layers for each tab. Then add hotspot triggers to the layers.

Example: Course Converted to HTML5

I created an example course using the steps I outlined above. For the demo, I copied the old course screens and created new slides Storyline. Then I published in HTML5. It only took about 10 minutes and considering the time spend, looks pretty decent.

It’s definitely a good solution for a lot of the old compliance training that needs to go from Flash to HTML5, or if you need to update a course and don’t have the source files.

Click here to view the example HTML5 course.

Obviously, the best solution is to rebuild the course from scratch. That works fine if you have a handful of courses. But if you have dozens (or hundreds) that need to be converted to HTML5, then this is a viable solution for many of those courses.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

I’m a big fan of the e-learning challenges posted each week in the e-learning community. Here’s one on game show style templates and another on various drag-and-drop interactions. They offer good examples and creative ideas for building e-learning courses.

Compliance training drives a lot of the demand for e-learning content. Unfortunately, most of it is linear, click-and-read content. Which means you don’t get to try new things or develop your skills in new ways.

The initial goal of the e-learning challenges was to get e-learning course designers to play around with the software and try new things. They aren’t expected to be big (or complete courses) and they’re designed to learn new production techniques.

Here’s what’s real for many of you. You may build a hundred courses, but you’re not building a hundred different courses. You’re just building the same course one hundred times. That means your skills may not grow and you’re probably a bit bored doing the same thing over and over again.

The weekly challenges are a great way to move out of the same-course rut.

• Commit to do at least one challenge per month. That’s my goal. I don’t always make it, but it’s still my goal. At a minimum, review the entries every week (posted on Thursday). There are some really good examples and creative ideas you can glean from others. Here’s a list of all previous challenges.
• Use the challenges to pad your e-learning portfolio. It’s important to have a portfolio where you document your skills and show your growth. Most people can’t share their current work for various reasons, but the challenge demos are yours and work perfect for portfolios.  The challenges provide a way to show diverse course development skills and experience.
• Build your professional brand. Start a blog or portfolio site. Show off your examples, share the sources files, and offer tips on how you created what you created. Many in the e-learning community can attest to the power of sharing your expertise. And you don’t need to be the best expert, just enough of an expert to share what you know. There’s always someone who can learn from you. And they don’t need to be revolutionary tips. Often the challenge entries remind me of things I already knew but just bring them back to the forefront.

As I stated, my goal is to participate at least once per month and from there I’ll share what I learned or some production tips that may help others.

Hope to see you in the e-learning challenges.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

I’ve been playing around with ideas to get old Flash course content into a new HTML5 course. There are tens of thousands of old Flash-based e-learning courses where people no longer have the source files. All they have are published versions of the course and need to convert to HTML5.

Grabbing the media like images, video, and audio is usually not as challenging. But moving all of the text can be a hassle.

In a previous post we discovered how to use screenshots and OCR to extract the text from the old course screens. Another way to get the text into your slide is by reading it out loud to transcribe it and insert into your slide. I like this approach because you it’s easy and you have to go through the content anyway. Reading it out loud may help you think through the tone and some script changes you’ll make in the new HTML5 course.

There are applications you can buy to do the recording and transcription, but I want to focus on tools you already have that won’t cost anything more.

Use PowerPoint to Transcribe Text for HTML5 E-Learning

The new version of PowerPoint [this only works for Office 365 subscribers] has a dictate feature. All you do is press the button and start to read. PowerPoint transcribes the text and adds it to the slide. Then you make your edits. You can also send the file out to be verified and edited by others who use PowerPoint. Once it’s ready, import the slides into Storyline.

• View the tutorial here.

Use Google Docs to Transcribe Text for HTML5 E-Learning

Some of you use Google Docs instead of Microsoft Office. In Google Docs, under the Tools tab, you’ll find a Voice Typing feature. Just press it and it starts to record. If I speak clearly, I find it to be very accurate. Once the text is on the page, send it around to be verified and approved. And then copy and paste it into your HTML 5 course.

• View the tutorial here.

Use Windows to Transcribe Text for HTML5 E-Learning

Microsoft Windows 10 has a transcription feature that works to transcribe text right into Storyline. Press Windows + h keys to open the narration window. Start talking and it will do the transcription. It’s not quite as fast or accurate as the solutions above, but it makes up for it by recording right into the Storyline slide or Rise lesson. If you’re using Windows 7, you can leverage the speech recognition feature.

• View the tutorial here.

So, there you have it, three easy ways to read the text from old Flash-based courses to get them into your new HTML5 course that you can update and edit as needed. Then publish it for HTML5 and you are all set.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

During the recent Articulate User event at Devlearn, Sarah Hodge from SlideSugar shared a really cool example that she built in Storyline. She incorporated the 3D models from PowerPoint to create videos that she added to her e-learning course.

Click here to view the e-learning example.

It’s a great example with some really neat ideas. She also included a quick tutorial to show how she built it. There’s also a free download for practice.

Here are a few key things that stood out to me:

• 3D models are easy to work with in PowerPoint and when output as video, can add some interesting elements to your e-learning courses. Learn to work with 3D models in PowerPoint and bring them into your e-learning courses.
• Pay attention to some of the subtle audio and visual embellishments that she added to her demo such as the fog, background audio, and the water.
• In her tutorial, you notice that she added a hover state for the bear signs and then grouped those with transparent shapes to activate the hover state over the entire bear image and not just on the sign. That’s a clever trick.
• I talk a lot about “touching the screen” as a way to pull people into the course when building interactive e-learning. She has a lot of little things like that, such as getting the bear to roar at the beginning. Explore the ways she gets you to touch the screen.
• The core quiz slide she built (that she covers in the tutorial) could be stripped of content and be saved as a template for re-use. That’s something to consider whenever building custom interactions: how can it be converted to a template for the next project?
• The project is visually cohesive and consistent in it’s structure from section to section and in how animations and visual effects are used.
• When saving 3D videos from PowerPoint to use in Storyline, save them as .WMV and let Storyline convert them to .MP4. Sometimes the last frame seems jagged when using an .MP4 from PowerPoint, but it isn’t the case with .WMV.
• She didn’t use just the 3D bears. See if you can identify other places where she used 3D.

Check out the Grizzly bear demo. What are some things that stood out to you?

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

There’s a lot that goes into building interactive scenarios. Obviously content is king and critical to building a branched scenario that is both engaging and effective. One key part of the scenario construction is establishing context. The good thing is that a single image often suffices to establish the scenario context.

The free stock images I shared recently are perfect for building interactive scenarios and establishing visual context.

• Free illustrated scenario backgrounds
• Free office scenario backgrounds

I’ve had a few questions on how to set up the slides using the scenario images, so I’ll show a couple of easy ways to use them.

Interactive Scenarios: Create Multiple Layouts

You can create as many layouts as you like in the master slide. Thus you can create a scenario slide with dozens of layouts and save it as a template. Anytime you want to build a scenario, start with the scenario template and it saves you from looking for the images and inserting them into the slides. Everything’s already there and ready to go.

Here’s a quick tutorial to show how that works.

Click to view the scenario tutorial.

Interactive Scenarios: Create Multiple States

Another reusable option is to insert a background image and then establish a number of states for that image. You can set any state as the initial state and never have to access the other states. And if you want to be clever, you can use triggers to dynamically switch the background from one environment to another using a single image.

Here’s a quick tutorial that show how to set up the background states and dynamically change them with triggers.

Click to view the scenario tutorial.

There are advantages to each method:

• Working from the master slide means that the background image can be applied universally to the layout and impact all of the slides that use the layout.
• Working with image states on the slide level gives you more control over the background and how it’s used with triggers specific to that slide.
• There’s no reason you couldn’t apply the image states to the layouts which would mean fewer layouts. The layouts can be swapped using triggers and variables.

Key Point: it’s easy to get lost in building complex scenarios which can consume a lot of production time. I always work from the perspective of keeping production simple and as reusable as possible. And with Storyline 360, you can share with your co-workers using the team slides feature.

Inserting the images into a file and saving it as a template will save you lots of time and means you won’t have to dig around looking for the images. They’ll always be right at your fingertips.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

A while back I shared some free illustrated backgrounds that you can use for your branched scenario courses in e-learning. Those worked great for the classic illustrated characters.

I’ve been working on interactive scenarios for a few upcoming workshops and created some background images that we’ll use to build interactive branched scenarios. As you can see below, the backgrounds work well for the modern illustrated characters as well as with the photographic characters.

The free download includes the original images as well as a folder with images cropped to 16:9 so they fit perfectly in 16×9 slides.

Bonus Tip for Branched Scenario Images

One way to use the images, is to create a course file and insert all of the backgrounds on different layouts in the master slide. This way you can have one starter file for those interactive scenarios and then dynamically select the layout when creating new slides. Here’s a tutorial that shows how to create templates for reusable interactive scenarios.

Free Downloads

Here are links to download the backgrounds to use with your branched scenarios.

• Original scenarios for classic illustrated characters: Storyline file and PowerPoint file.
• Office scenarios for modern and photographic characters: download
• Branched Scenario Background Images – Hallways

I hope you can use them in your courses and for your branched scenarios. If you do, let me know.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

Variables add all sorts of capability to the learning experiences you create. They allow to move past linear, click-and-read content to more complex interactions with branched scenarios and personalized, adaptive learning.

Today I’d like to share a tip that really comes in handy when working with variables. It’ll save time and really help when you use a bunch of variables that are interdependent.

The 1-2-3 of Variables

Working with variables is a three-step process:

• Create the variable: which is a like a bucket waiting to have a value
• Adjust the variable: some action or trigger changes the value of the variable
• Use the value: once the variable has a value or new value, that information can be used to trigger a different action

I explain that in more detail in this post on how to simplify working with variables in e-learning.

Add a Reference to the Variable for Troubleshooting

When working with variables, there is some trial and error and continuous testing. I always recommend adding a variable reference to the screen so that when troubleshooting or testing you can see the current value of the variable. This really comes in handy. If triggers depends on the value of the variable, you want to see that the variable is actually changing. If not, then you know where to start looking.

I explain that in more detail in this post on how to work with reference variables in e-learning.

Testing Variables in Your E-Learning Course

Here’s where it gets tricky. Some courses can have a ton of variables. For example, you may have a slide at the end of the course that requires dozens of interactions throughout the course. These interactions allow you to display personalized feedback. And each interaction is connected to interdependent variables.

Testing that everything works requires going through the course to activate triggers that adjust the values of the variables. This is really time-consuming. Unless you create a variables dashboard.

How to Create a Variables Dashboard

A variables dashboard allows you to be anywhere in the course and test how something would work depending on the value of certain variables.

For example, in a previous post we discussed how to lock navigation based on completing specific actions. To test it, requires completing all of the actions.

However, with a variables dashboard you can manually adjust the variables and then go to that single slide to test it. That saves a ton of time and frustration.

Here are the basic steps to create a variables dashboard:

• Create a slide that shows the current value of the variables and also allows you to manually adjust them. In the image below you can see I have buttons that let me change from true to false. There are text input boxes to add text-based values, and ways to adjust the numbers for variables that count specific activities.
• Add this slide as a lightbox slide. I add it to the player so that it’s persistent and available throughout the course.
• Prior to final publishing, get rid of the lightbox slide so that it’s not available to those who actually take the course.

Below is an example of a test module I used for a recent gamification webinar. You’ll notice the “Set Variables” link on the top right corner. Go ahead and test it.

Click here to test the variables dashboard.

If you want to learn more, here’s a tutorial where I explain how and why it’s set the way it is.

Hopefully, you’ll find using a variables dashboard helpful and productive when build your own courses.

Learn More About Variables

If you haven’t used variables before, it’s time to learn how and then start to create all sorts of cool courses.

Here are some posts that will help you learn more:

• The Case for Variables in E-Learning
• Simplifying Variables for Better E-Learning
• How to Name Variables for E-Learning

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.

The question I see asked almost every day revolves around locking navigation until a user has completed a task. In the most common case, the first slide is a course menu. The user clicks a button, goes to a module, completes it, and comes back.

At that point, the module is marked complete and the user goes to another module and repeats the process until all of the modules are complete. Once that is satisfied, the user can continue.

There are a number of ways to approach this, but I’ll show the way that probably makes the most sense and is easiest to troubleshoot. In the process, I’ll offer a few bonus tips. Watch the tutorials for the details.

It Starts with Variables

Learn to use variables. The getting started tutorials show how and they offer some practice activities. In fact, the true false variable tutorials actually answer the top question asked.

For the novice, variables may seem intimidating, but once you understand them, they’re easy to use and give you a lot more control over the design of your course.

In Storyline, working with variables is a three-step process:

• Create a variable
• Use a trigger to adjust the value
• Use that value to do something

A variable is a piece of information. In this case, we use a variable to track if the person’s done something. We’ll use a true/false variable and start with an initial value of false (1. create variable). When the user completes a module, we create a trigger to change the value from false to true (2. adjust value). When all of the module variables are true, we can use a trigger to unlock the navigation (3. do something).

Tracking Navigation with Variables

Now let’s get started. I’ll write out the basic steps, but I recommend watching the video tutorial to get the detail.

Download the source file here.

Menu Slide

• Create a trigger to disable the next button when the timeline starts. This prevents the user from clicking forward.
• On the module buttons, add a custom “complete” state rather than using the “visited” state. You’ll use this to indicate the module is completed.
• Add a trigger on the buttons to jump to the specific modules.
• Add a trigger to change the state of the module button to complete when slide starts on the condition that the variable for that module is equal to true.
• Add a trigger to change the state of the next button to normal when the slide timeline starts on the condition that all variables are true.

Module Slides

• Create a true/false variable for each module that you’re tracking.
• Set the initial value to false.
• Name the variable so when it’s read it makes sense: such as Module1Complete = False
• On each module, add a trigger that adjusts the variable from false to true. It doesn’t matter what you use to trigger the event. Some people use a button and some use the last slide’s timeline. It really doesn’t matter. The main point is to have a trigger that adjusts the variable from false to true.
• Create a button that returns to the menu slide.

A few tips and common issues:

• Trigger order matters. Often the button has two triggers. One jumps to a slide and the other adjusts the variable. If the user jumps to the slide first, it leaves before the variable can be adjusted. Change the trigger order so that the variable changes and then leave the slide.
• “When timeline starts” is key when you visit the slide. Many people use a trigger to do something when the variable changes. However, when returning to the slide, the variable has already been changed. Thus nothing happens. You need to load the slide and then evaluate the value of the variables.
• Create custom states and don’t use the built-in visited state. I like to create custom states so that there’s no conflict with pre-built states. The built-in visited state doesn’t require triggers. If a user clicks on the object, it is visited. I’ve seen dozens of examples where users create conflicts between their triggers and the built-in states. It’s good to create your own states for specific control.
• Variables are best when leaving slides. A lot of people use states to trigger objects, such as change next button when the state of all buttons are visited. However, states are slide-specific and variables are available throughout the course. Variables also give you complete control. It just makes it easier to troubleshoot when using variables because you can see what’s going on.
• Use text references for variables. They let you see that the values are set and what they need to be. It’s challenging to troubleshoot if you can’t be sure that the variables are changing.

While today’s tutorial is relatively simple and limited to locking navigation, once you understand the core concepts, you can use similar techniques to create branched scenarios and adaptive learning paths.

That’s a quick run down of the most commonly asked question. Be sure to watch the video tutorial to see all of the details and some bonus tips. And if you haven’t watched the getting started tutorials, make the investment to go through them. They do answer many of the the questions I see in the community.

Events

Free E-Learning Resources

Want to learn more? Check out these articles and free resources in the community.	Here’s a great job board for e-learning, instructional design, and training jobs	Participate in the weekly e-learning challenges to sharpen your skills
Get your free PowerPoint templates and free graphics & stock images.	Lots of cool e-learning examples to check out and find inspiration.	Getting Started? This e-learning 101 series and the free e-books will help.