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Axure RP Training: CORE TRAINING 6 STEP-BY-STEP TUTORIALS / 1 HOUR

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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Table of Contents 1 My First Prototype______________________________________________________________3 2 Working with Pages____________________________________________________________5 3 Widgets & Masters ______________________________________________________________8 4 Building Interactions__________________________________________________________ 12 5 Introducing Dynamic Panels____________________________________________________ 16 6 Conditions, Values, & Variables__________________________________________________ 19

MY FIRST PROTOTYPE

WORKING WITH PAGES

WIDGETS & MASTERS

–Place and style a Widget –Add a link to a Widget –Generate your first prototype

–Add and organize pages – Show the Grid and use Guides – Style a single page – Style all pages at once

– Style Widgets – Make a navigation header – Convert Widgets into a Master – Snap a Master to its location

BUILDING INTERACTIONS

INTRODUCING DYNAMIC PANELS

– Add Cases to Events – Add Actions to Cases – Configure Actions in the Case Editor – Add Actions to both Widgets and Pages

– Make a simple animated carousel with a Dynamic Panel – Add and edit Dynamic Panel States – Add an interaction to set the current State of a Dynamic Panel

CONDITIONS, VALUES, & VARIABLES – Use Conditions to decide which Case to perform – Store values in a Variable to use across pages – Set the text on a Widget including a Variable value

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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As easy as apple pie My First Prototype 1: Create a Blue Button

Drag and Drop a Button Shape

1

Drag the Button Shape Widget from the Widgets Pane and drop it on the Wireframe.

Edit Text to “Next Page” With the Button Shape Widget selected, type “Next Page” to edit the text on the Widget.

2

Set Fill Color to Blue

3

Select a blue color using the Fill Color Button in the Toolbar.

2: Add a Link

1

Click Quick Link

Select Page 1

With the Button Shape Widget selected, click the Quick Link option in the Widget Properties Pane.

In the Link Properties Dialog, select Page 1.

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Click OK Click the OK Button.

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3: Generate the Prototype

Click the Prototype Button

1

Click the Prototype Button in the Toolbar to show the Generate Prototype Dialog.

Click the Generate Button

2

Click the Generate Button.

Create the Folder

3

When the Alert Dialog pops up, click the Yes Button. The prototype will open in your Default Browser. Click the button to link to Page 1.

Great Start! You’ve made your first Axure RP prototype. Now you can... – Add widgets from the Widgets Pane – Format widgets using the Toolbar – Add basic links from the Widget Properties Pane – Generate an interactive prototype

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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Build the framework Working with Pages 1: Arrange Pages in the Sitemap

Drag Page 3 Up

1

Click and drag Page 3 slightly above and to the right of Page 2.

Right-Click to Delete Page 2

2

Add a New Page

Select Page 2 in the Sitemap and then rightclick and select Delete from the context menu.

3

Select Page 3 and right-click. Select Add > Child Page from the context menu.

Rename Pages

4

Use a slow left-click to rename New Page 1. Name it “Last Page”. Rename “Page 3” to “Page 2”.

2: Show the Grid and Create Guides

Open the Last Page

1

Double-click “Last Page,” in the Sitemap. This will open a new tab in the Wireframe Pane.

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Toggle the Grid

2

Right-click the Wireframe and select Grid and Guides > Hide Grid.

Create Guides

3

Right-click on the Wireframe again and select Grid and Guides > Create Guides.

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Select Preset

4

Select the “960 Grid: 12 Column” option.

Click OK

5

Click the OK Button to create your guides.

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3: Add a Single Page Guide

Drag a Page Guide from the Ruler

1

Drag and Drop an Image Widget

Click and drag from the top ruler onto the Wireframe to create a Page Guide at Y: 35. Holding the Ctrl key (Cmd key on Macs) while dragging would make it a Global Guide.

2

Drag an Image Widget from the Widgets Pane and drop it when the left edge snaps to the Guide at X:90 and the top edge snaps to the Guide at Y:35.

Resize the Widget

3

Click and drag the resize handle on the right side of the Image to snap it to the Guide at X:230.

4: Center the Page

Select the Page Formatting Tab

Center Align the Page

Select the Page Formatting Tab in the Page Properties Pane.

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Select the Center Align Button so the page will be centered in the generated prototype.

Š 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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5: Change the Background Color of All Pages

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<h

Open Page Style Editor

Select the Color

Click the Page Style Editor Button to make formatting changes to all your pages.

In the Page Style Editor, select a background color.

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Click OK

3

Click the OK Button to change the background color.

Generate the Prototype

Generate your prototype. The Sitemap changes are reflected in the prototype’s Sitemap. Notice that the background color has been changed on all of your pages because we changed the default style in the Page Style Editor. The Image Widget is on the Last Page.

Great Work! You’ve made your first Axure RP prototype. Now you can... – Add widgets from the Widgets Pane – Format widgets using the Toolbar – Add basic links from the Widget Properties Pane – Generate an interactive prototype

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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The tools of the trade Widgets & Masters 1: Add a Button Shape and Set the Rollover Style

Add a Button Shape

1

Drag the Button Shape Widget from the Widgets Pane and drop it on the Wireframe.

Open the Rollover Style Dialog

2

Check Bold & Set the Fill Color

Right click your newly placed Widget. Select [Edit Button Shape > Edit Rollover Style].

3

Check the boxes for bold and fill color. Then, select a gray fill color and click OK.

2: Duplicate and Distribute the Button Shapes

1

Drag to Copy

Select the Widgets

Align and Distribute

Hold the [Ctrl] key and drag to duplicate the Widget. If you’re using a Mac, hold the [Option] key instead.

Select all the button shapes by left-clicking while holding and dragging.

With all the buttons selected, click the Align Middle and then the Distribute Horizontally Buttons in the Toolbar.

Do this 3 times to have a total of 4 Widgets.

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Š 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Edit Text on Button Shapes

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Select, then name each button as shown. They should match the pages in the Sitemap.

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3: Convert the Button Shapes to a Master

Select the Button Shapes

1

Click and drag to select all four buttons.

2

Convert to Master

Name the Master

Right-click the four selected buttons and then select [Convert > Convert to Master].

Name the Master “NavigationHeader”.

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Click Continue

4

Click the Continue Button to create your Master.

4: Change the Master to Place in Background

Open the Master

1

Double-click the “NavigationHeader” Master to open it in the Wireframe Pane.

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Select the Button Shapes

2

Click and drag to select all four buttons.

Set Location Manually

3

Enter 25 for the x value and 25 for the y value.

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Set Drop Behavior

4

Right-click the Master in the Masters Pane and select [Behavior > Place in Background].

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5: Place the Master on Each Page

Open Home

1

Double-click “Home” in the Sitemap to open it in the Wireframe Pane.

Set Behavior on Master

2

Right-click the Master on the Home page and select [Master > Place in Background].

Open Page 1

3

Double-click “Page 1” in the Sitemap to open it in the Wireframe Pane.

Drag Master on Page

4

Drag the Master from the Master’s Pane and drop it on the Wireframe for Page 1.

Repeat

5

Open Page 2 and Page 3 and drag and drop the Master onto each of them.

6: Add Links to the Button Shapes in the Master

Select Home Button

1

Open the “NavigationHeader” Master and select the Home Button.

Click Quick Link

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Click Quick Link in the Widget Properties Pane.

Select Home Page

Click OK

Select the Home Page.

Click the OK Button to add the link.

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Repeat

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Repeat steps 1-4 on each button to link them to their corresponding pages.

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Generate the Prototype

Generate your prototype. Move your mouse over the buttons to see the rollover style and click them to navigate between your pages. Notice that the links added one time in the Master work on all of the pages.

Awesome! One edit of your Master makes changes everywhere. Now you can... – Edit a Widget’s Rollover Style – Convert Widgets into Masters – Place a Master in the background to snap it into place

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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Let the actions do the talking Building Interactions 1: Add a Button Shape and Two Text Fields

Add Button, 2 Text Fields

1

Edit Text on Button

Drag a Button Shape Widget and two Text Field Widgets and drop them on the Wireframe.

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Label the Button

Edit the text on the Button Shape Widget to read, “Swap Focus”.

3

With the Button Shape Widget still selected, label it “Button1” in the Label Field inside the Widget Properties Pane.

Edit Text on Text Field

4

Edit the text on the first Text Field Widget to read, “Text Field 1”.

Label TextField1

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With Text Field 1 selected, label it “TextField1” in the Label Field in the Widget Properties Pane.

2: Disable the Second Text Field

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Edit Text on Text Field 2

Disable Text Field 2

Edit the text on the second Text Field Widget to read “Text Field 2”.

Right-click Text Field 2 and from the context menu select [Edit Text Field > Set Disabled].

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© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Label TextField2

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With Text Field 2 selected, label it “TextField2” in the Label Field in the Widget Properties Pane.

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3: Make Clicking the Button Disable the First Text Field

Select Button1

1

Click to select the “Swap Focus” Widget.

Edit OnClick Event

2

Add Action to Disable

Double-click the “OnClick” Event in the Widget Properties Pane.

3

Select the Action in the left most column for “Disable Widget(s).”

Specify TextField1

4

Check the box for “TextField1 (Text Field)” in the far right column.

Don’t Click Yet

5

We’re going to add another Action to the same Case in the next step.

4: And Enable the Second Text Field

Add Enable Widget Action

1

Add another Action to the same Case by clicking on “Enable Widget(s).”

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Specify TextField2

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Check the box for “TextField2 (Text Field).”

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Don’t Click OK

3

We’re not quite done with this Case yet. In the next step, we will add a third Action.

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5: And Set Focus on the Second Text Field

Add Set Focus Action

1

Specify TextField2

Add another Action to the same Case by clicking on “Set Focus on Widget.”

2

Check the box for “TextField2 (Text Field).”

Double-Check the Actions Make sure that all the Actions appear exactly as in the image above.

3

Click OK

4

Click the OK Button to confirm all of the changes.

6: Set Focus on Text Field 1 when the Page Loads

Add a Case to OnPageLoad

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Add Set Focus Action

Double-click the “OnPageLoad” Event under the Page Interactions Tab.

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Select the Action in the left most column for “Set Focus on Widget.”

Specify TextField1

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In the far right column, check the box for “TextField1 (Text Field).”

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Click OK

4

Click the OK Button to confirm all of the changes.

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<h

Generate the Prototype

Generate your prototype. Notice that, the first text field has focus when the page loads. Clicking the Swap Focus Button disables Text Field 1 and enables and sets focus on Text Field 2. Refreshing the page in your browser will reset everything.

Impressive! With your new knowledge of interactions, you can... – Add Cases to Events – Use the Case Editor to add Actions to Cases and configure the actions – Add interactions to both Widgets and Pages

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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Introducing Dynamic Panels 1: Add an Image and a Button Shape Download images from bit.ly/AxureBikePics and unzip the folder of images on your computer. You can use your own images, if you prefer.

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Download & Unzip

Add Widgets

Select Image

Click Open

Download images from bit.ly/AxureBikePics and unzip the folder on your computer.

Place an Image Widget and a Button Shape Widget on the Wireframe as shown.

Double-click the Image Widget and select the first image.

Click “Open” to use the picture.

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Edit Text on Button

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Click “Yes” when asked to autosize.

Edit the text on the Button Shape to read “Next”.

2: Convert to Dynamic Panel and Add States

Convert to Dynamic Panel

1

Right-click the Image Widget and select [Convert > Convert to Dynamic Panel].

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Label Dynamic Panel

Add Two More States

Label the new panel “DynamicPanel1” in the Label Field in the Widget Properties Pane.

Right-click on State1 in the Dynamic Panel Manager Pane and select [Add State]. Do that twice to make a total of three states.

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Label Each State

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Label the states “BikeLeft”, “BikeMiddle”, and “BikeRight”.

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3: Add An Image to Each State

Open state BikeMiddle

1

Double-click the “BikeMiddle” State in the Dynamic Panel Manager to open it in the Wireframe Pane.

2

Add Image Widget

Import Image

Click Open

Place an Image Widget at (0, 0). The dotted lines represent the Dynamic Panel’s visible area.

Double-click the Image Widget and import the second image.

Click “Open” to use the picture.

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4

Click “Yes” when asked to autosize.

Repeat for BikeRight Repeat steps 1-4 to place the third image on the “BikeRight” State.

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4: Make Clicking Next Set the Panel to the Next State

Select Next Button

1

Select the “Next” Button Shape Widget on the Home page.

Add a Case to OnClick

2

Double-click the OnClick Event for the Button Shape to add a Case.

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Add Action

Specify Options

Select the action in the left most column for “Set Panel state(s) to State(s)”.

Match the options for the action as shown above.

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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Click OK

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Click the OK Button to add the Action.

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<h

Generate the Prototype

Generate your prototype. Click the Next Button to advance through the images. When you reach the third image, it will wrap back to the first.

Excellent! Now that you’re familiar with Dynamic Panels, you can... – Create Dynamic Panels with multiple states – Open and edit Dynamic Panel States – Add interactions to set the current state of a Dynamic Panel

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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Discover Conditions, Values, and Variables 1: Add a Text Field and Button Shape

Add Text Field and Button

1

Place a Text Field Widget and a Button Shape Widget on the Wireframe.

Delete Text and Label Text Field

2

Remove text from the Text Field then label it “UserNameTextField”.

Edit Text and Label Button

3

Edit OnClick for Button Shape

Edit the Button Shape text to read “Login”. Then label it “LoginButton”.

4

With the Login Button selected, double-click its OnClick Event to open the Case Editor.

2: Add a Condition to Check that the Text Field in Not Blank

Click the Add Condition Option

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Set the Condition Values

Match the values in each of the fields. “length of widget value” Click “Add Condition” to the right 2 “UserNameTextField” of the Description Field to open “does not equal” the Condition Builder. “value” Leave the last field blank. TRAINING © 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Click OK

3

Click the OK Button to return to the Case Editor.

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3: Set the OnLoadVariable to the Text Field Value

Add the Set Variable Action

1

In the Case Editor, add the Action to “Set Variable/Widget value(s)”.

Open the Set Value Dialog

2

Click the button to “Open Set Value Editor.”

Set the OnLoadVariable

3

Match the values in each of the fields. “value of variable” “OnLoadVariable” “text on widget” “UserNameTextField”

Click OK

4

Click the OK Button to return to the Case Editor.

4: Add the Action to Open Page 1

Add the Action for Open Link

1

In the Case Editor, add the Action to “Open Link in Current Window.”

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Select Page 1

2

Select “Page 1” as the destination for the link.

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Click OK

3

Click the OK Button to confirm all of the changes to this Case.

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5: Add a Second Case for When the Text Field is Blank

Add a Second Case

1

Add the Action for Open Link

With the Login Button still selected, doubleclick the same OnClick Event. This will open the Case Editor for Case 2.

2

Specify Page 2

Add the Action for, “Open Link in Current Window.”

3

Click OK

Select, “Page 2,” as the destination for the link.

4

Click the OK Button to confirm all of the changes to this Case.

6: Add a Rectangle to Page 1

Open Page 1

1

Double-click Page 1 in the Sitemap to open it in the Wireframe Pane.

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Add Rectangle Widget

2

Add a Rectangle Widget to Page 1.

Label Rectangle

3

Label the rectangle “WelcomeMessage”.

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Add Case to OnPageLoad

4

Double-click the OnPageLoad Event in the Page Interactions Tab.

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7: Set the Rectangle Text When the Page Loads

Add the Set Variable Action Select the “Set Variable/Widget value(s)” action.

1

Open Set Value Dialog

2

Click “Open Set Value Editor”.

Match the Options

3

Click the Edit Text Button

Match the values in each of the fields. “text on widget” “WelcomeMessage” “value”

4

Click the Edit Text Button to open the Edit Text Dialog.

8: Put the OnLoadVariable in the Welcome Message

Enter Welcome Text

1

In the top left box, type the text “Welcome, “. Include a comma and a space at the end.

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Select OnLoadVariable from Droplist

2

From the “Insert Variable or Function” droplist, select “OnLoadVariable” to insert “[[OnLoadVariable]]” in the text.

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

Click the OK Buttons

3

Click the OK Buttons on all the open dialogs.

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<h

Generate the Prototype

Generate your prototype. First, leave the text field empty and click the Login Button. Because the field was blank, you will link to Page 2. Use the Sitemap to go back to the Home Page, and this time, type your name into the blank field and then click the Login Button. You will link to Page 1 and see your name in the welcome message.

Congratulations! You have completed Core Training. After this taste of conditions, values, and variables, you can... – Add conditions in the Case Editor and use the Condition Builder – Set variable values to pass data across pages – Set the text on widgets to include variable values You are well on your way to becoming an Axure Master and ready to put your Axure RP knowledge to good use. Return to the Training Page to explore More Adventures.

Axure RP Training: CORE TRAINING

© 2002-2013 Axure Software Solutions, Inc. All rights reserved.

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