How to Create a Well-Designed Form
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Design guidance for forms
Know why you are asking every question.
- Only ask what you actually need.
- Tell people why information is being collected and how it will be used.
Use plain language.
- Ask questions using common words, non-technical language.
- Help people avoid making mistakes by using clear hint text.
- Review the guidance in the Plain language standards.
Start with one topic per page.
- Breaking questions into small, meaningful chunks helps people understand and navigate your form.
Use a single column, vertical layout.
- This layout works best for screen readers and mobile devices.
- Group radio buttons together under the same heading.
Use branching questions.
- You don’t need to require all questions from every person.
- Use “branching” questions so people only have to answer questions that are relevant to them.
- Tell people they can skip to another section if the questions don’t apply.
Do not hide content with opaque or solid rectangles.
- Sometimes, when people design PDFs, they use shapes to cover or “delete” content visually.
- This should be avoided – covering content makes it difficult to remediate the PDF.
Do not use the “print to PDF” function from MS Word or Google Docs.
- Doing so will significantly impact remediation.
- Instead, use “Save as a PDF” from the main menu.
Remediate the PDF form so it is accessible.
- Make sure the newly designed PDF form is accessible.
- Review the guidance for remediating PDFs.
Keep a well-designed PDF version of any web form you create.
- Maintain an accessible PDF version of the form after you create the web form.
- The PDF version is a great resource for people who do not have sustained access to a computer or to the internet.
Do not use CANVA to create PDF forms.
Canva cannot create real interactive form fields. For example, if you use a Canva square to look like a checkbox, you will make it significantly more difficult to remediate this form.
Example of a well-designed PDF form
Review this example - PNG - 199.45 KB from the UK government – it is a clear, easily fillable PDF form.
Some highlights:
- It explains who is eligible to use the form.
- Questions are explained in plain language, including why they are asking for certain fields (e.g. “Providing an email address or phone number gives a quick and easy way to contact you about your application.)
- Questions are laid out vertically. You can easily tab through them. There is plenty of room to type in text fields.
- Date fields use a simple number entry that indicates the format needed.
Resources
- A Field Guide to fix Government Forms - PDF, see page 11 for design examples
- The United States Web Design System for complex for design guidance
- The UK Government Digital Service form design guidance
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