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Mastering Web Form Design: Key Questions, Best Practices, and Error Handling

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  1. Web Forms A User Interface Nightmare

  2. Web Form Design Overarching questions • What is the user community? • How tolerant, or sophisticated, are the users?

  3. Web Form Design (2) Technical questions • What should the Tab key do? • What should the Enter button do? • Should some fields be partitioned into subfields, e.g. City and State in two different text boxes?

  4. Web Form Design (3) • Should the form use automatic advancing for fixed length subfield entry? • For example, 610-519-6000 • Pluses: fewer keystrokes, • Minuses: error correction, user’s mental model

  5. Web Form Design (4) Field types • Name • Address • Fixed length numeric • Telephone number • Credit card number • ZIP + 4 • Date

  6. Address Entry • Addresses in free format vs. multi text box entry • Autocomplete (or autofill) of city names • City and state names defined by zip code • Cities without states, e.g. London • Easy selection of state or country names • Confirm parsing of free format • Or use persistent identity

  7. Date Entry • Subfield text boxes • Single field text box • With separator • Without separator • Date format • Specialized dates: e.g. expiration date

  8. Name Entry • Title • Generation • Single name: Is it the first or the last name? • Initials • Name length • Culturally driven format

  9. Web Form Entry • Users say: • GUEPs say: • Design principles say: • Choose the lesser of two evils • Use a clear, short, neatly arranged statement of purpose at top of form • Tidy and organized design outweighs field ordering • Use imperative language only for required items

  10. Web Form Entry (2) • Use a small number of input methods • Five HTML form elements: drop-down list, radio button, check box, dialog box, hyperlink. • Scripted or programmed elements • Keep option list short and sensibly ordered • Offer common choices first. Cater to 80% of users but allow the other 20% to have success. • For long lists use plain text entry and offer choices • Example

  11. Web Form Entry (3) • Choose appropriate input element based on: • Typing vs. selecting • Potential typing errors • Review of options before selecting • Number of options • Mutually exclusive selections • Distinctiveness of options • Mark required fields, but consider whether the field information is really required.

  12. Web Form Entry Errors How should these be handled? • Typing errors • Transcription errors (4311 for 3411) • Category errors • Insisting on an entry • Out of range • Send errors (premature form submittal) • Privacy errors (user does not want to supply information)

  13. Error Response • Show error message close to problem. • Keep supplied information

  14. Examples • Remodeling the house • Going fishing

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