August 22, 2019 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.
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.
Make structure clear, and provide navigation to reinforce it. Your form will be divisible into sections so think about the broad groups of questions being asked. Whatever your groups of questions are, make sure they follow the right order and give the groups clear section names.
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.
Also make sure that you make good use of features like running headers and footers on every page to remind people what the form is, where they are, and what page number they are on.
Well designed forms result from an appreciation of the role they play in an organisations interaction with people. Organisations have a responsibility to minimise the burden forms impose when gathering information from people. Form length does not directly correlate to complexity.
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