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September 7, 2019 Form

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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When designing forms make sure the response mechanism is appropriate to each question. Having gone to all the trouble of filling in your form, the least you can do is provide users with information about what happens next. Customer communication is key, and since you have made the form so easy to fill in and return, processing it could also be a breeze!

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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.

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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.

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Its even more infuriating if the question says something like. See our Guidance notes, page 6, paragraph 2. When filling in your forms people want the information they need there and then. Put yourself in the form users position and think about which questions they might have a problem with.

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Use colour strategically. Colour in forms should be used with care - but used well it can really aid form completion and navigation. In general, yellow, for example, is a colour to avoid as much as possible - text set in yellow on a typical light background can be very hard to read - and people can find yellow aggressive.

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