Designing Digital Forms

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Overview of the visual principles for designing better digital forms, as well as practical dos and don'ts from real-(web)-life examples. Presented at the front-end meetup in Skopje @ Hacklab KIKA on 09.02.2016.

Designing Digital Forms
*Presentation Title
ana.risteska@netcetera.com
AnaRisteska,
UIdesigner &front-enddeveloper
a.risteska@gmail.com#6Front-end meetupSkopje /09.Feb.‘16/HacklabKIKA

Digital forms...
are the medium for the most direct contact between
the customers / users and a digital system.
may contribute in gaining or losing trust in our site
and (not) push users go to our competition.
often are examples of bad UX and usage possibilities
and can influence the image of the offeror of the
service.

So,not that boring,but rather
a big deal.

The fundamental problems
Media switch: paper forms vs. digital (web) forms
Lack of consistent visual guidance for the users
Not enough transparency of the filling form process
(opposed to the paper forms).

Goals
Successfully and simple filling of the form
(no one wants to fill forms)
Being transparent
Be failure and format tolerant
Suggest default values that make sense
Pay attention to the context
(familiar vs. unfamiliar,often filled vs. rarely filled forms)
Consistent style
(design and wording)

By the way forms look,they establish a relationship and a
conversation. A form should represent a conversation,
not an interrogation
Where to put the label?
Mind the visual relationships.

Increased vertical space
Label on top
Proximity to input
Simple forms which should
be quickly scanned
Rapid processing
Increased vertical space
Proximity to input
Simple forms which should
be quickly scanned
Rapid processing
Source: gmail.com

Label on top
Source: gmail.com
Visually more cohesive
relationship between input and label.
Single-column perception

Proximity to input
Reduced readability
Less simple forms,
but rather familiar forms
Reduced vertical space
Label on right
Source: yahoo.com

Proximity to input
Easy to scan labels
Complex forms,
quick scannability of
what is needed
Reduced vertical space
Label on left
Source: barnes and noble (older example)

Label on left
Source: barnes and noble (older example)
Visually less cohesive
2-column perception

Clearly distinguish which input fields cannot be left blank
by the user.
Mandatory fields

This means the form doesn't get cluttered with asterisks.
Good thinking as the label speaks for itself.
Mandatory fields - optional stuff in (brackets)
Source: UX Movement
Why Users Fill Out Less If You Mark Required Fields

If you need to restrict the format of data inputted by users,
then at least do so in a way that won’t irritate users.
For example,instead of displaying DD/MM/YYYY next to a text
field for a date,consider using three drop-down fields or,
better yet,a calendar control.
Being format tolerant
DD/MM/YYYY
D-M-YY
DD.MM.YYYY

Use smart defaults to make the user’s completion of the
form faster and more accurate.
Suggest default values and visual cues that make sense.
Smart defaults
Source: twitter.comSource: twitter.com

Dismissible feedback
Animated status indicator
After completion
Source: directpoll.com

o/
An Extensive Guide To Web Form Usability - Justin Mifsud
(Smashing Magazine)
Web Form Design: Filling in the Blanks - Luke Wroblewski
References for the presentation and for
further reading

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Is your patent a vanity piece of paper for your office wall? Or is it a reliable, defendable, assertable, property right? The difference is often quality. Is your patent simply a transactional cost and a large pile of legal bills for your startup? Or is it a leverageable asset worthy of attracting precious investment dollars, worth its cost in multiples of valuation? The difference is often quality. Is your patent application only good enough to get through the examination process? Or has it been crafted to stand the tests of time and varied audiences if you later need to assert that document against an infringer, find yourself litigating with it in an Article 3 Court at the hands of a judge and jury, God forbid, end up having to defend its validity at the PTAB, or even needing to use it to block pirated imports at the International Trade Commission? The difference is often quality. Quality will be our focus for a good chunk of the remainder of this season. What goes into a quality patent, and where possible, how do you get it without breaking the bank? ** Episode Overview ** In this first episode of our quality series, Kristen Hansen and the panel discuss: ⦿ What do we mean when we say patent quality? ⦿ Why is patent quality important? ⦿ How to balance quality and budget ⦿ The importance of searching, continuations, and draftsperson domain expertise ⦿ Very practical tips, tricks, examples, and Kristen’s Musts for drafting quality applications https://www.aurorapatents.com/patently-strategic-podcast.html

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We are honored to launch and host this event for our UiPath Polish Community, with the help of our partners - Proservartner! We certainly hope we have managed to spike your interest in the subjects to be presented and the incredible networking opportunities at hand, too! Check out our proposed agenda below 👇👇 08:30 ☕ Welcome coffee (30') 09:00 Opening note/ Intro to UiPath Community (10') Cristina Vidu, Global Manager, Marketing Community @UiPath Dawid Kot, Digital Transformation Lead @Proservartner 09:10 Cloud migration - Proservartner & DOVISTA case study (30') Marcin Drozdowski, Automation CoE Manager @DOVISTA Pawel Kamiński, RPA developer @DOVISTA Mikolaj Zielinski, UiPath MVP, Senior Solutions Engineer @Proservartner 09:40 From bottlenecks to breakthroughs: Citizen Development in action (25') Pawel Poplawski, Director, Improvement and Automation @McCormick & Company Michał Cieślak, Senior Manager, Automation Programs @McCormick & Company 10:05 Next-level bots: API integration in UiPath Studio (30') Mikolaj Zielinski, UiPath MVP, Senior Solutions Engineer @Proservartner 10:35 ☕ Coffee Break (15') 10:50 Document Understanding with my RPA Companion (45') Ewa Gruszka, Enterprise Sales Specialist, AI & ML @UiPath 11:35 Power up your Robots: GenAI and GPT in REFramework (45') Krzysztof Karaszewski, Global RPA Product Manager 12:20 🍕 Lunch Break (1hr) 13:20 From Concept to Quality: UiPath Test Suite for AI-powered Knowledge Bots (30') Kamil Miśko, UiPath MVP, Senior RPA Developer @Zurich Insurance 13:50 Communications Mining - focus on AI capabilities (30') Thomasz Wierzbicki, Business Analyst @Office Samurai 14:20 Polish MVP panel: Insights on MVP award achievements and career profiling

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Designing Digital Forms

1. Designing Digital Forms *Presentation Title ana.risteska@netcetera.com AnaRisteska, UIdesigner &front-enddeveloper a.risteska@gmail.com#6Front-end meetupSkopje /09.Feb.‘16/HacklabKIKA

2. Designing Digital Forms - boring?

3. Digital forms... are the medium for the most direct contact between the customers / users and a digital system. may contribute in gaining or losing trust in our site and (not) push users go to our competition. often are examples of bad UX and usage possibilities and can influence the image of the offeror of the service.

4. So,not that boring,but rather a big deal.

5. The fundamental problems Media switch: paper forms vs. digital (web) forms Lack of consistent visual guidance for the users Not enough transparency of the filling form process (opposed to the paper forms).

6. Goals Successfully and simple filling of the form (no one wants to fill forms) Being transparent Be failure and format tolerant Suggest default values that make sense Pay attention to the context (familiar vs. unfamiliar,often filled vs. rarely filled forms) Consistent style (design and wording)

7. By the way forms look,they establish a relationship and a conversation. A form should represent a conversation, not an interrogation Where to put the label? Mind the visual relationships.

8. Increased vertical space Label on top Proximity to input Simple forms which should be quickly scanned Rapid processing Increased vertical space Proximity to input Simple forms which should be quickly scanned Rapid processing Source: gmail.com

9. Label on top Source: gmail.com Visually more cohesive relationship between input and label. Single-column perception

10. Proximity to input Reduced readability Less simple forms, but rather familiar forms Reduced vertical space Label on right Source: yahoo.com

11. Proximity to input Easy to scan labels Complex forms, quick scannability of what is needed Reduced vertical space Label on left Source: barnes and noble (older example)

12. Label on left Source: barnes and noble (older example) Visually less cohesive 2-column perception

13. Clearly distinguish which input fields cannot be left blank by the user. Mandatory fields

14. This means the form doesn't get cluttered with asterisks. Good thinking as the label speaks for itself. Mandatory fields - optional stuff in (brackets) Source: UX Movement Why Users Fill Out Less If You Mark Required Fields

15. If you need to restrict the format of data inputted by users, then at least do so in a way that won’t irritate users. For example,instead of displaying DD/MM/YYYY next to a text field for a date,consider using three drop-down fields or, better yet,a calendar control. Being format tolerant DD/MM/YYYY D-M-YY DD.MM.YYYY

16. Use smart defaults to make the user’s completion of the form faster and more accurate. Suggest default values and visual cues that make sense. Smart defaults Source: twitter.comSource: twitter.com

17. Dismissible feedback Animated status indicator After completion Source: directpoll.com

18. o/ An Extensive Guide To Web Form Usability - Justin Mifsud (Smashing Magazine) Web Form Design: Filling in the Blanks - Luke Wroblewski References for the presentation and for further reading

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