COI Toolkit Beta


5
Forms

How to design and layout basic forms so that they are easy to understand and fill out.

How to minimise the potential errors entered by the people filling out your forms.

When errors occur how to make fixing the errors as quick and easy as possible


5b Choosing and using the right form element


Ask for only the information you require – exclude unnecessary information to make the form as short as possible

Text Boxes:

  • Minimise the requirement for free text entry to help reduce errors
    • Use drop-downs, checkboxes, radio buttons instead where you know the full set of choices
  • Fill in text boxes with default values when possible
  • Match the text box length to the amount of data expected – this provides the users with an insight as to what is required
    • Where input length is variable, use a consistent length that has enough room for likely answers

Radio buttons:

  • Use to select one from a small number of options
  • Place the label to the right of the radio button
  • Make the label text self explanatory where possible, for example:
    • 'Yes, I have read the terms and conditions' ...rather than just ‘Yes'
  • Select one of the options by default where appropriate
  • CODE:Use <label> to make the label activate the radio button when clicked – this creates a bigger, easier to hit target

Drop-down menus:

  • Use to select only one from a larger number of options
    • ...or where there is not enough space to fit radio buttons

Check boxes:

  • Use to select one or more from a number of options
  • Place the label to the right of the checkbox
  • Make the label text self explanatory where possible
  • CODE:Use <label> to make the label activate the checkbox when clicked – this creates a bigger, easier to hit target

Use two radio buttons instead of a single checkbox when there is a choice between just two options - especially when it is not absolutely clear what the unchecked form of the checkbox would mean. For example:

  • Use 'o male o female'
    instead of '[] male'

Submit buttons:

  • Label with clear indication of what will happen
    • If possible, avoid just ‘OK’ or ‘submit’
  • Make your buttons look and behave like buttons – such that:
    • They have a ‘3D’ appearance
    • They ‘press in’ when clicked if possible
  • Avoid use of a ‘reset/clear’ button – it is very rarely (almost never) necessary, and liable to be selected by mistake

Additional considerations:

Order and group the items within drop-down menus according to your audiences needs

  • Put the most frequently selected options at the top
  • Group and indent using spacing and characters to show hierarchy
  • CODE:consider using <optgroup> to show groupings

Notes and discussion points

Required to make a default selection from a set of radio buttons?
Some guidelines state that you must select a default selection when providing radio buttons. In practice, you should not select a default when you want to ensure that the person filling out the form has made a definite choice (rather than risk them submitting the inappropriate default) and where a default choice is impractical, impossible or potentially offensive (for example, it would rarely be appropriate to assume the gender of the person filling out a form)

Multiple selections for drop-downs?
It is unlikely that many of your audience will know how to select multiple options in a drop-down. It is also very fiddly and the multiple choices can only be seen when it is expanded – use checkboxes instead

What about list boxes?
(If you don’t know what list boxes are – don’t worry, just ignore them!). These can be problematic and are rarely used on the Web and, unless unavoidable, use one of the simpler elements

The 5 basic form elements: textbox, radio buttons, drop-down, checkbox, submit button For date entry use of a dropdown makes it less likely that mistakes and formatting errors will be entered Make labels for radio buttons self explanatory. Here the labels are yes I am currently employed and no – I am currently in employment Use radio buttons to select one from a small number of options. Here there are 3 options and using radio buttons makes all the available options visible, whereas using a dropdown hides the options and needs more clicks Make choice of 2 options clear by using 2 radio buttons rather than a single checkbox Make the actions of buttons as explicit as possible by using good labels. Here update your profile is used instead of submit

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