LegalRegulationReview

Managing Custom Forms Workfront Custom Forms

Category : Form.

Topic : Custom form inc.

Author : Coriann Gross.

Published : Tue, Aug 27th 2019 01:25 AM.

Format : jpg/jpeg.

Pre-fill where at all possible. If a person has already filled in a form for your organisation they will be frustrated if they have to fill in the same information again. It is difficult for organisations to get their systems to pre-fill known information but when pre-filling is achieved, customers really feel valued.

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In this context interactive forms can be programmed so that the user can only tick/check one (known as a radio button as distinct from check-boxes), or presented with the options in a drop-down menu from which the user can only select one.

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).

Use appropriate response mechanisms. Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options.

Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer?

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In this context interactive forms can be programmed so that the user can only tick/check one (known as a radio button as distinct from check-boxes), or presented with the options in a drop-down menu from which the user can only select one.

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Use appropriate response mechanisms. Paper forms have the disadvantage that users can miss, or simply disregard, an instruction. For example, only tick/check one box from a list of 15 or 20 options.

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