Published by Wulf Martins at Sunday, November 26th 2017 12:14:04 PM under Form
Provide checklists. As users complete your form, you may well be asking them to provide supporting information or attach supplementary documents where required. Providing a checklist, often at the beginning or end of a form, helps remind users about all the things they should remember to attach, and any further steps they need to go through. Progressive revealing. When implemented well, progressive revealing gives interactive forms a head start over traditional paper forms. When asked a particular question in a form it may be the case that, depending a users response, they are asked a set of specific sub-questions, or alternatively routed to the next appropriate section of the form. In paper forms the specific sub-questions cannot be hidden from the user when they are not relevant to them - but in interactive forms this is relatively easy to do. Use progressive revealing as much as possible in your form design to shield your users from questions they do not need to see.
Customise response boxes to reflect required answers and reduce completion errors. If asking for a persons date of birth, it makes sense to provide a box with the exact number of required digits and an example or guidance note to explain the format that the date should be entered in (DD/MM/YYYY). People from different cultures have different conventions for answering seemingly innocuous questions like this. Users will become frustrated if when you ask for an email address, for example, if the response box only allows for 20 characters. It is similarly annoying to them when it is a long free text box, making the customer question whether they are answering correctly and sufficiently. Providing response boxes that reflect the anticipated answer length and format reassures people that they are filling them in correctly.
Separations - such as slashes, symbols, text boxes or any combination - can be applied to some of the most common fields including name (first, middle initial, last), phone number, date, social security number, etc. The use of symbols to show the proper format, especially for special fields and characters, improves the quality of information that is completed and helps to ensure automatic recognition.