Storyline 1: Customizing the Player Menu

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The Menu options on the Player Properties window allow you to control how the player menu appears in your published course. Keep in mind, though, that in order for the menu to show up in your course, you need to select it in the Player Tabs area on the Features section of the Player Properties window. Learn more about that here.

To customize your player menu, first click the Home tab on the Storyline ribbon, and then click Player.

When the Player Properties window appears, click the Menu button. As you make changes to the options on the left side of the window, keep an eye on the Preview area in the right side of the window. It'll change to reflect your choices.

Changing a Scene Title or Slide Title

The titles you see on the menu default to the scene titles and slide titles that you assigned to your slides in Story View (or in the slide thumbnail list in Normal View). You can adjust the text here in the Player Properties manager if you like. Any changes you make will not affect the titles you see in Story View or Normal View when you're working on your course, nor will the changes affect any actual text you've entered on the slides themselves.

To change a scene title or slide title on the menu, double-click a title and enter a new name.  Then press Enter on your keyboard.

Rearranging Items on Your Menu

If you'd like the menu items to appear in a different order, you can select any item and drag it to a new place in the list. Or, select an item and then click the up arrow or down arrow below the Menu pane to move that item.

Note:  Rearranging your menu items does not change the slide's trigger behavior or the viewing order of the slides themselves; it only changes the sequence in which items are listed in the menu.

Changing the Indent Level of Items on Your Menu and Auto-Collapsing Levels

Another way to control the look of your menu is with indent levels. Indents create a more hierarchical, tiered look to your slide titles. Indent levels can also make it easier for users to see at a glance the contents of each section in your presentation. You can even control when and how the levels expand and collapse in the menu as users move through your course. Here's how to change the indent level:

  1. Select a title in the Menu pane.
  2. Click the right arrow to increase the indent or the left arrow to decrease the indent.

You may only increase a title's indent one level deeper than the title above it.

When you publish your course, a small triangle appears next to any title that has sub-levels beneath it. Learners can click on the triangle to collapse or expand any level. Want the levels to automatically collapse when the learner's finished with a section? Do this:

  1. Click the gear icon (the Additional Options button) at the lower-right of the Menu pane.
  2. In the window that appears, mark the box next to Auto-collapse menu as learner progresses.
  3. Click OK.

Tip: To display any level as initially collapsed in your published output, click the small triangle next to the title here in the menu editor. When a published course is first launched, the collapsed and expanded levels will appear exactly the way they do in the menu editor.

Removing Items from the Menu

Want to remove a title from the menu? No problem — just select the scene or slide, and then click the Delete Heading button below the menu. Any scenes or slides you hide from the menu will still be part of your course; it's just that their titles won't appear in the menu any more.

If you delete a title that has items below it which are at a greater indent level, Storyline will also give you the option of keeping or removing that title's children.

Inserting Titles from the Project

At any time, you can click the Insert From Project button (the open folder icon) to insert headings from the scenes or slides in your course.  This is an easy way to restore titles that you previously removed from the menu.

Resetting Your Menu to Reflect the Slide Titles in Your Course

If you make some changes to your menu and then decide that you want to reset the menu back to what it was originally (reflecting the original slide titles of your course), you can click the Reset From Story button:

Adding New Items to the Menu

There might be times when you want to insert additional titles in your menu to help visually organize the menu. For example, you might want to add section titles. You can do this by clicking the New Heading button (the icon that looks like a blank piece of paper) and then typing the title you want to use. From there, you can use the up or down arrow keys below the Menu pane to move the heading wherever you want it to appear in the list.

Including Slide Titles from Question Banks

If your course includes a draw from a question bank, it'll appear in the menu as a single title, called "Draw from [question bank name]." You can edit, move, or delete the title (just as you can for any other slide). If you prefer to show each slide title from the question bank draw, rather than just a single title, here's how to do it:

  1. Click the gear icon next to the title that represents your question draw.
  2. Mark the Show Slide Draw Contents box.

When you publish your course, each slide title from the question bank draw will appear as a separate item in the menu.

Note that you can display all the slides individually from a question draw in the menu as described above, but you won't be able to show some of the individual slide titles from a question draw while hiding others.

Wrapping Long Titles or Adding a Tooltip

If some of your slide titles are too long to display in the width of the menu, you can wrap the text, or you can cause a tooltip to show the full title when learners hover over it. Here's how:

  1. Click the gear icon (the Additional Options button) at the lower-right of the Menu pane.
  2. When the Additional Options window appears, mark the box next to Wrap long menu item titles if you want the text to wrap.
  3. Mark the box next to Show tooltip on hover to cause a tooltip to appear when learners hover over long titles.
  4. Click OK when you're done.

Adding or Removing Automatic Numbering

By default, Storyline automatically numbers the scene and slide titles in your menu, according to the numbering that appears in Story View and Normal View. If you want to keep the numbers from appearing in your menu, you can do this:

  1. Click the gear icon (the Additional Options button) at the lower-right of the Menu pane.
  2. When the Additional Options window appears, mark the box next to Number entries in the menu automatically.
  3. Click OK.

Changing the Navigation Method

When you first begin a Storyline project, the navigation method defaults to Free—meaning that users can view your slides in any order. In some cases, if you're building a linear course and want learners to move through your content one slide at a time, you might want to switch to Locked or Restricted navigation. This prevents learners from using the menu to jump to other slides. Here's how to switch, and how to decide which navigation method to choose:

  1. Click the gear icon (the Additional Options button) at the lower-right of the Menu pane.
  2. When the Additional Options window appears, use the Navigation Restriction selector to choose one of the following:
    • Free: This allows learners to click on the titles in the course's menu to navigate to any part of the course at any time. They can view whatever slides they wish, in any order.
    • Restricted: This means learners can view the current slide and any slide they've previously viewed, but they can't use the menu to jump ahead or skip over slides.
    • Locked: This means learners can only view the slides in the order you've designed. They can't use the menu to jump ahead or skip over slides, nor can they use it to skip back to any previously viewed slides.
  3. Click OK when you're done.

Keep in mind that if you use Locked or Restricted navigation, this only affects your learners' ability to click on menu items to navigate. If your slides include a Previous or Next button, users will still be able to click those to move forward and backward in your course at will. To prevent that, there are a few things you can do:

  • One approach is to remove the Previous and/or Next buttons from specific slides by changing the Slide Properties. Then, either make the slide advance automatically (which you can also do in the Slide Properties), or create your own Previous and/or Next buttons and use the Timeline to delay the buttons' appearance until the slide is finished playing.
  • Another approach is to add a condition to the Next button's trigger, so that the button works only if a specific condition is met (such as the slide timeline ending). For more on how to add conditions to your triggers, see this tutorial.

Saving Your Changes to the Player

If you click OK on the Player Properties window and then save your project by clicking the Save button above the Storyline ribbon, Storyline saves your player customizations within your project. It's a good practice, though, to save your player separately, because this allows you to apply the same player customizations to other projects if you like.

To save your player, click the Current Player button on the Player Properties window and choose Save. Enter a name for the player if you're prompted, and click OK.

Displaying the Menu Only for Certain Slides

If you enable any of the four built-in Storyline tabs (Menu, Resources, Glossary, or Notes), by default these will appear for all slides in your course. But if you want to show some of these tabs only when learners are viewing certain slides that's okay—you can do that. To learn how, check out the Slide Properties tutorial.

Changing the Name of the Menu Tab

Want to use something other than the word "menu" for your menu tab? No problem—you can change that. The tab name comes from your player's Text Labels. If you need help editing the text labels, see this tutorial.