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Creating (More) Usable Forms

Creating (More) Usable Forms. By Rachel Maxim rmaxim@gmail.com | 301-634-8928 Blogging at...nowhere! Someday at Adrocknaphobia.com…. Why is form design critical?. It’s how your users contact you It’s how your customers pay you money

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Creating (More) Usable Forms

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  1. Creating (More) Usable Forms By Rachel Maxim rmaxim@gmail.com | 301-634-8928 Blogging at...nowhere! Someday at Adrocknaphobia.com…

  2. Why is form design critical? • It’s how your users contact you • It’s how your customers pay you money • A data entry clerk somewhere may spend their entire day using that form • Getting your users to use the form is preferable to them “stopping by” your office • It’s how your database receives information • If someone encounters problems with a form, they may abandon your site forever.

  3. Aspects of Form Design • Contents • Controls • Layout, styling and design • Validation • Users

  4. Which would you rather use? Are all your users named “asdf”….?

  5. Required fields are not always required.

  6. Single Page vs Multi Page Forms • If you have more than 1-2 full screens, you may want to split it into logical steps • If so, group related form fields into pages • Let the user know which step they are at and how many there are • Allow them to go back and forth without error or loss of data • Allow them to save progress if it’s long

  7. Don’t be a control freak.

  8. Mouse, Keyboard, Mouse

  9. Make it Hard to Make Mistakes

  10. Keep It Clean and Simple

  11. Meaningful Validation • BAD: Please complete all required fields (marked with red *) • BAD: An error has occurred in your form, some information is incomplete or invalid. • BETTER: Please provide your email address./The email address you entered is not valid. Please try again.

  12. Client-side Validation

  13. Server-side Validation

  14. Be Flexible

  15. Where Am I? • Step 2 of 6 • Step 2 of 6Sign in > Shipping > Payment > Gift Wrap > Confirm > Receipt

  16. Give shortcuts – don’t make them enter info twice Consider the age/ demographics, level of computer/internet knowledge, and disabilities or impairments of your audience (imagine your grandmother filling out this form…) Make confirmation pages informative Not just “Thank you.” “you can expect a response in xx days” “for further information, see our FAQ” “your information has been sent to xyz, you may also call our 800 number…” Be Thoughtful

  17. A Word About Flash Forms • Detect the plugin and version • Have an HTML alternative • Use standard controls such as the Flash UI components • Use “special” controls judiciously • In Flash, turn Accessibility on

  18. CF Resources • CFFORMs - Livedocs • IsValid(type, value)isValid("range", value, min, max) isValid("regex" or "regular_expression", value, pattern) • CFLib.org – string manipulation functions and regex examples that work if you don’t have CF 7

  19. JavaScript Resources • Qforms: http://pengoworks.com/index.cfm?action=get:qforms • DynamicDrive: http://www.dynamicdrive.com/ • Yahoo! UI Library:http://developer.yahoo.com/yui/ • Google Web Toolkit:http://code.google.com/webtoolkit/

  20. CSS/Design Articles • AListApart http://www.alistapart.com/articles/sensibleforms/ • SitePointhttp://www.sitepoint.com/article/simple-tricks-usable-forms • LukeW Designhttp://www.lukew.com/resources/articles/web_forms.html • Jakob Nielsen (usability books & site)http://useit.mondosearch.com/cgi-bin/MsmFind.exe?QUERY=forms • 37Signals – Defensive Design for the Web

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