Using Balsamiq Mockups 3.4x-3.5x (desktop AIR based version) on Windows 7 (we will be moving to Win 10 in the next year)
RE: Linking feature:
A coworker has used the Linking feature in Mockups 3.x for a project in the last month or so. It seemed to work reasonably well but could have been quite tedious (she found a good way to do it faster). She had a number of questions to pose to users in the UI she was building and wanted some of the questions to trigger secondary questions based on the answer. To implement it, she created 1 base mockup of all the questions for a section and then cloned the mockup page a dozen+ times (to keep from retyping and to keep the layout/location of each question on the mockup constant). She then manually deleted the non relevant questions for each slide so that she could start linking on the 1st mockup and could drill down to subsequent pages.
For a project I am on, we tried building some of our logic into 6 mockup slides (in 1 bmpr file) with a real long slide for each. We tried putting the yes/no type responses in with dependent questions split up on the left & right. This worked for a while, but our non-technical business users got confused with their own process and couldn’t visualize the nested if/then logic. Eventually after we made good progress with Balsamiq (which was quite helpful by the way!), we started coding in our Appian (www.appian.com, vended business process modeling ($$ workflow product)) environment and just built some if/then logic into some simple drop downs and text fields. If they pick case #1 in a drop down, we could pull up a different set of questions, if they then pick yes to question 1, show question #2. If they answer No, go to question #3, etc.
I think our difficulty was:
- the Appian UI is somewhat different than many websites and is heavily Ajax/dynamic in nature, we are limited in the layout functionality in our screens
- we aren’t very experienced with Balsamiq
- for this project, we had a lot of nested if/then logic to decide which questions (drop downs, radio buttons, text/date fields, etc.) to show dynamically. Our goal was to mockup how a call center individual would answer a few questions and based on the answers other questions would be revealed.
- Some of the if/then logic we would have liked to dynamically ‘reveal’ on screen when a user selects an option from a drop down (Case 1-7):
- On individual Cases, some UI responses would trigger other questions to be revealed: