Web and mobile forms design (Chui Chui Tan) - UserFriendly 2010 workshop
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http://www.flickr.com/photos/anotogroup/4829620481/
Designing Web and Mobile Forms
@ChuiSquared (Sina Weibo, Twitter)
Chui Chui Tan 陈璀璀
Monday, 22 November 2010
http://www.flickr.com/photos/aok/2317942287/
Why forms
Forms are everywhere for
different purposes
Monday, 22 November 2010
http://www.flickr.com/photos/mikeblogs/2849934090/
People hate filling in forms...
http://www.flickr.com/photos/evilerin/3078856253/
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
How users complained about filling in forms
on Twitter
Monday, 22 November 2010
http://www.flickr.com/photos/mikeblogs/2849934090/http://www.flickr.com/photos/evilerin/3078856253/
How users complained about filling in forms
on Sina Weibo
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
It’s about the experience
http://www.flickr.com/photos/furious-angel/297586977/
It’s the experience that counts. Not just the speed of completion.
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
Being in control
http://www.flickr.com/photos/mcbeth/261263730/
Users want to feel in control
Monday, 22 November 2010
http://www.flickr.com/photos/mikeblogs/2849934090/http://www.flickr.com/photos/evilerin/3078856253/
Why do I need to fill in this form?为什么我需填写这表格?
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
Remind them....
Remind them about the benefits of filling in the
form
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
... why they are filling in this form
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
... how long it takes
Being up front about the time required to
complete the form
Monday, 22 November 2010
Form layout 表格布局
Monday, 22 November 2010
Avoid multicolumn layout especially when the flow
of your form is particularly important.
It’s impossible to guess which order your users
are going to go for.
Monday, 22 November 2010
Longer gaze fixation
Shorter gaze fixation
Design to look like a single piece of
information (e.g. sharing a single label,
putting the fields close to each other.
Exceptional cases where you can have >1 fields in a row, e.g. name, dates, time.
Monday, 22 November 2010
http://www.flickr.com/photos/mikeblogs/2849934090/http://www.flickr.com/photos/evilerin/3078856253/
Labelling 标签
Each label alignment has pros and cons.
Monday, 22 November 2010
Left aligned
Complete the form below:
Your email address
Your password
Confirm password
First name *
Surname *
Monday, 22 November 2010
Left aligned
Complete the form below:
Your email address
Your password
Confirm password
First name *
Surname *
Good points:✓Tidier, clear layout
✓Easy to scan (labels)
✓High readability
Weak points:‣ Longer completion time (higher
number of eye fixations, 2 visual directions)
‣ Doesn’t work when you have long labels
‣ Might not work for all languages (important if you are designing for international websites)
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7
8 9
10 11
Monday, 22 November 2010
Right aligned
Monday, 22 November 2010
Right aligned
Good points:✓ Label widths offer more flexibility✓ Labels are closer to the input fields
Weak points:‣ Longer completion time (due to higher
number of eye fixations)
‣ Doesn’t work when you have long labels
‣ Might not work for all languages (important if you are designing for international websites)
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Monday, 22 November 2010
Top aligned
Monday, 22 November 2010
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2
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4
3
4
3
Top aligned
Good points:✓ Shorter completion time (less eye
fixation, 1 visual direction)
✓ Works for long labels (useful for forms which require localisation)
Weak points:‣ Requires more vertical screen space‣ Form might look longer
‣ Requires good design of labels and input fields (distance and spaces)
Monday, 22 November 2010
Below the fields
Good points:✓ Neat and tidy
✓ Easy to scan (labels)
Weak points:‣ Requires good design of labels and
input fields (distance and spaces)
Monday, 22 November 2010
Inline labelling
Monday, 22 November 2010
Be wary when using inline labelling
Nice and tidy, but...Make sure labels
always appear in all situations when input
is not entered.
Differentiate labels from users’ input
Monday, 22 November 2010
How to do it
Each label alignment has pros and cons. Choose one which suits to your
form layout, design constraint, form
objective, etc.
Monday, 22 November 2010
Mandatory or optional必填或选填
Monday, 22 November 2010
Asterisk * Not all users know what an asterisk means
Asterisk indication is often placed at the
inappropriate place, e.g. not following the right
flow
Monday, 22 November 2010
Asterisk *
Monday, 22 November 2010
Asterisk *
Monday, 22 November 2010
No fixation at all
Users often don’t pay attention to the
indication.
Monday, 22 November 2010
Postcode (mandatory)
Address line 1 *
Address line 2 *
Delivery instructions
Town/city *
Post code *
Country United Kingdom
Telephone number (day)**
Mobile number **
Click here if you can’t find your postcode or your address is outside of the UK
* required** We required at least one telephone number
Double asterisks
Sometimes asterisks are used not only to
indicate mandatory fields....
Monday, 22 November 2010
Sometimes an asterisk is used to call out a
footnote
Monday, 22 November 2010
‘Required’
the term ‘Required’ is often used to indicate mandatory
fields -> increase visual clutter
Monday, 22 November 2010
(Optional)
Monday, 22 November 2010
All required
When all fields are required..
Monday, 22 November 2010
All fields are required
Monday, 22 November 2010
When all fields are required for a long form...
Monday, 22 November 2010
Ask yourself...
“Is this piece of information so valuable t
hat
it’s worth risking the possibility that users
might leave your site?”
Monday, 22 November 2010
Case Study: Imaginary Landscape Contact Us form
Simplified their contact form from:
12 fields (4 required) to 4 fields
Monday, 22 November 2010
Results
Number of forms submitted
Conversion rate
140%
120%
Monday, 22 November 2010
Imaginary Landscape Case StudyMaking forms more efficient
Number of fields available
NOT number of required fields
Monday, 22 November 2010
Grouping & chunking表格分割和分组
Monday, 22 November 2010
Without grouping and chunking
Monday, 22 November 2010
With grouping and chunking: Break the form into
manageable chunks, putting relevant fields together to
make it ‘feel’ shorter
Monday, 22 November 2010
Chunking Separate them with simple horizontal lines...
Monday, 22 November 2010
Chunking... or via shaded headings...
Monday, 22 November 2010
Chunking... or coloured boxes
Monday, 22 November 2010
http://www.flickr.com/photos/evilerin/3078856253/
Grouping & chunking
Users don’t normally pay attention to the headers...
Monday, 22 November 2010
Grouping & chunking
.... unless they’re shaded or coloured.
Emphasise the headers if you want your users to
read them
Monday, 22 November 2010
Input format 输入格式
Monday, 22 November 2010
Input Formatting
E.g. Click to find out about the input formatting
Various ways to explain about the input formatting
Monday, 22 November 2010
Input Formatting
E.g. Long description about the input formatting
Monday, 22 November 2010
Input Formatting
E.g. Short description beside the label
Monday, 22 November 2010
Input Formatting
When there is no indication of how a
mobile phone number should be entered,
make sure your system can accept all kinds of
formatting
Monday, 22 November 2010
07712341234
UK phone number
07712 341234
00 44 7712 341234
(44) 7712 341234
+44 (0) 7712 341234
07712 341 234
077 1234 1234
(10) 69345464
China phone number
86 10-69345464
86-10-69345464
010-69345464
Phone numbers can be presented in various formats
Monday, 22 November 2010
Input Formatting
Show input boxes which match with the
acceptable format
Monday, 22 November 2010
Input Formatting
Or show an example of the acceptable input
format
Monday, 22 November 2010
Input Formatting
Monday, 22 November 2010
Tell them in advanced (clearly) the acceptable format
电话 示例:010-12345678-0000
Provide fields following the acceptable format
Credit card number
Let the system handle all the formatting, if possible
If it looks flexible, make sure it is flexible
Use a good system validation and provide clear error message
Best option
Monday, 22 November 2010
Ultimate rule
The system should handle the formatting
NOT the users
Monday, 22 November 2010
Tips & descriptions备注和提示
Monday, 22 November 2010
Why (do we use tips and descriptions)
To explain why you need this information
Transparency encourages users to provide their details
Monday, 22 November 2010
Why (do we use tips and descriptions)
To describe the acceptable input format
Monday, 22 November 2010
Where (do tips and descriptions appear)
Monday, 22 November 2010
Where (do tips and descriptions appear)
Monday, 22 November 2010
Where : Proximity
Space
Inappropriate use of space
Monday, 22 November 2010
Where : Proximity
At the end
At the bottom
Inconsistent position
Monday, 22 November 2010
Where : Position
Password: *
Confirm Password: *
*Your password must be between 7 and 20 characters in length*Your password must contain both letters and numbers
Inappropriate position
Monday, 22 November 2010
“Looks like there’s a huge chunk of w
riting, very messy.
I didn’t read them.”
Descriptions underneath fields can easily clutter the page (especially if
they are not differentiated visually
from the labels)
Monday, 22 November 2010
What (should the descriptions show)
Password: *
Confirm Password: *
7 to 20 letters and numbers
Short, succinct,straight to the point
Password: *
Confirm Password: *
*Your password must be between 7 and 20 characters in length*Your password must contain both letters and numbers
Avoid long winded,unnecessary wordings
Monday, 22 November 2010
How (descriptions are being presented)
Placed around the labels or input fields
(most common)
Monday, 22 November 2010
Placed around the labels or input fields
(most common)
How (descriptions are being presented)
Monday, 22 November 2010
How (descriptions are being presented)
Appear when hover over (users could easily
miss the descriptions.
Suitable to be used when the descriptions are not too important
or are not for everyone)
Monday, 22 November 2010
How (descriptions are being presented)
Real time and inline descriptions
Monday, 22 November 2010
How (descriptions are being presented)
Another example of real time descriptions
Monday, 22 November 2010
Consistent positionClose to relevant fieldsSpaces and proximity
Where
Meaningful, useful
Short, succinct, straight to the pointWhat
Depending on the type of tips (e.g. importance, urgency, who are they for)
Depending on the content (e.g. length, purpose, importance)
How
Only when it’s necessaryWhen
Be wary when using realtime description
Monday, 22 November 2010
Validations 效验
Monday, 22 November 2010
Realtime validation
Be wary when using real time feedback:
Useful when needs to be conveyed urgently and
requires instant attention
Monday, 22 November 2010
Realtime validationValidation upon submit
Luke’s validation test
Monday, 22 November 2010
Results: Validation upon submit Vs Realtime validation
Realtime validation
Success rates
Errors made
22%
22%
Satisfaction rating 31%
Completion times 42%
Number of eye fixations 47%
Monday, 22 November 2010
Be wary when using realtime validations
+ve:“The tick is useful. It saves the hassle of
having to recheck what I’ve put in.” -ve:“How could they know if I enter my name
wrongly? The tick is quite distracting.”
Monday, 22 November 2010
Be wary when using realtime validations
Only when answers are not obvious/not straightforward
When
At the end of the input fieldsWhere
Prominently (avoid fading away)How long
What Clear about what the feedback means
(e.g. correct input, correct format, availability)
(for information that needs to be conveyed urgently and requires users’ instant attention)
Monday, 22 November 2010
Error handling当表单出现错误,该如何处理
Monday, 22 November 2010
Where: On top of the form
Error messages often appear on top of the
form
Monday, 22 November 2010
Where: Highlight the error
Indicate where the errors are: highlight the relevant fields
Monday, 22 November 2010
Where: Highlight the error
Monday, 22 November 2010
Where: Highlight and anchor to the section
If it’s a long form, anchor to the first
field with error
Monday, 22 November 2010
Where: Close to the relevant fields
Show errors close to the relevant fields
Monday, 22 November 2010
What: Meaningful error message
Provide meaningful error message
Monday, 22 November 2010
What: Direct to the point
First version: too many unnecessary wordings.
New version: straight to the point
Monday, 22 November 2010
Meaningful error messages
Meaningful & contextual messageWhat’s wrong
Where: which field(s)
What has/hasn’t happened
How to resolve
“There was an error in our credit card processing system. Your card has not been charged.....”
Highlight the relevant fields
“.... please try again in 5 minutes or call us at xxxxxxxxxx.” (with quick call to action, what’s next, what should I do now)
Monday, 22 November 2010
Design: size, colours设计:输入框尺寸,颜色
Monday, 22 November 2010
Colours
Be wary when using red colour in a form as it often used to
indicate errors
Monday, 22 November 2010
Colours
Monday, 22 November 2010
Colours
Monday, 22 November 2010
Fields size
Label Give sufficient roo m to enter and read their input
Cardholder name
Card number
Security code
Sufficient space to type and read
Use appropriate field width
(give context/hints on what input is required)
16 digits
3 digits
Monday, 22 November 2010
Size
Monday, 22 November 2010
Primary & secondary buttons
ContinueCancel
Primary buttonSecondary button
Continue< Back
Address
Town / City
County
Postcode
Optional
Continue Cancel
Address
Town / City
County
Postcode
Optional
Differentiate primary and secondary call to actions.
The latter should be visually less distinctive,
smaller size)
Monday, 22 November 2010
Flow 表格流程
Monday, 22 November 2010
Flow
Get the flow of the form right in terms of what and where each field or description should be placed.
Monday, 22 November 2010
House number 22
Street Queen Square
Town or City Bristol
Postcode BS1 4ND
Country UK
Western address: from house number to
country
Monday, 22 November 2010
国家省市区
街道地址
China address: from country to house
number
Monday, 22 November 2010
What else.... 其它
Monday, 22 November 2010
What else
Avoid requiring users to reenter their details (e.g. after errors occur)
No complex or legalistic statement
Monday, 22 November 2010
What we can learn
No tricks or confusions
Being in control
Clear and simple
Appropriate feedback
Monday, 22 November 2010
http://www.flickr.com/photos/mikeblogs/2849934090/http://www.flickr.com/photos/bigd2112/3649132473/
Designing Mobile Forms
Monday, 22 November 2010
http://www.flickr.com/photos/ari/4727219010/
Small screen
Sun/light reflection
Multitasking
Busy & crowded
Under pressure(time restriction)
Slow connection
Monday, 22 November 2010
Quick . Easy . Error prone .
Infallible
Monday, 22 November 2010
Mobile versionWeb version
Mobile version:
Can be a simplified version of your Web version (without distractions, ads, promotions, images).
Monday, 22 November 2010
Mobile versionWeb version
Mobile version:
Can be completely different (simpler and cleaner)
Monday, 22 November 2010
Mobile version
Mobile version:
Can be the same with slight changes of the layout, such as label alignment
Monday, 22 November 2010
Mobile version
Mobile version:
Can be the same with slight changes of the layout, such as label alignment
Monday, 22 November 2010
General guidelines for mobile forms(apply across all operating systems and platforms)
Use iOS as examples
http://www.flickr.com/photos/27048731@N03/3506681531/
The guidelines presented in this workshop can be applied across various operating systems and
Monday, 22 November 2010
Labelling 标签
Monday, 22 November 2010
Left aligned label is not suitable for mobile form. When users zoom in, they are not able to see the entire label.
Monday, 22 November 2010
Monday, 22 November 2010
Monday, 22 November 2010
Top aligned label is more suitable for mobile forms.
Monday, 22 November 2010
Left- and right-aligned labelling are also not suitable for long labels
Monday, 22 November 2010
Simplified :: Remove简单化 :: 删除
Monday, 22 November 2010
Remove tips & help
Simplified - by removing tips and help
Monday, 22 November 2010
Remove tips & help
Simplified - by removing tips and help
Monday, 22 November 2010
Remove ‘not so important’ fields
Simplified - by removing ‘not so important’ fields
Monday, 22 November 2010
Simplified :: Combining简单化 :: 结合
Monday, 22 November 2010
Combine three search features into one input field
1
2
3
Simplified - by combining various input options into a single input field (Note: be wary when using this approach. Ensure it is clear or obvious)
Monday, 22 November 2010
Simplified :: Improvise简单化 :: 即兴更改
Monday, 22 November 2010
139 countries
Monday, 22 November 2010
AustraliaAustriaBelgiumBulgariaCanadaCroatiaCyprusCzech RepublicDenmarkDubaiFinlandFranceGermanyGreat BritainGreeceGuadeloupeHungaryIrelandItalyLuxembourgMaltaMartiniqueMexicoMoroccoNetherlandsNew ZealandNorwayPolandPortugalReunion IslandRomaniaSlovak RepublicSouth AfricaSpainSwedenSwitzerlandSyriaTunisiaTurkeyUSA
40 countries
Make good use of the functionalities which come with mobile phones , such as ‘locate’.
Monday, 22 November 2010
Multiple stages多步骤表格
Monday, 22 November 2010
Long drop downs for both ‘From ‘ and ‘To’
Monday, 22 November 2010
Step 1 Step 2 Step 3
Simplified - Divide into a few little steps
Monday, 22 November 2010
Changing input elements & menu controls更改输入方法
Monday, 22 November 2010
Enter e-ticket number or booking code
E-ticket number
or
Booking code
Use different menu and input fields to simplify the form (mobile version)
Monday, 22 November 2010
Monday, 22 November 2010
Monday, 22 November 2010
Web versionWeb version requires more click for date input
Monday, 22 November 2010
Mobile version
Mobile version: Simplified from drop down menu to calendar input (only a single click is required)
Monday, 22 November 2010
Mobile version
Mobile version: Simplified from drop down menu to calendar input (only a single click is required)
Monday, 22 November 2010
Mobile version
Mobile version: Simplified from drop down menu to calendar input (only a single click is required)
Monday, 22 November 2010
Using tabs on the mobile version instead of radio buttons
Monday, 22 November 2010
151 countries
Changing from a long drop down menu to free text predictive search
Monday, 22 November 2010
Using links (similar function as tabs) on the mobile version instead of drop downs
Monday, 22 November 2010
Using links (similar function as tabs) on the mobile version instead of drop downs
Monday, 22 November 2010
Using links (similar function as tabs) on the mobile version instead of drop downs
Monday, 22 November 2010
List selection 列表选择
Monday, 22 November 2010
Predictive free input search is useful when:
1. It has a long list where a long drop down might not be appropriate
2. Users roughly know what they are looking for
Monday, 22 November 2010
The list shouldn’t be too long and users have to have a rough idea of what they are looking for
Can’t find what they want
Monday, 22 November 2010
Drop downs
Monday, 22 November 2010
Drop downs: Length
Drop downs: not suitable when it has lengthy options
Monday, 22 November 2010
Drop downs: List order
Not suitable when:1. It’s in a random order2. When users are unlikely to know what they are looking for
Monday, 22 November 2010
Drop downs: List order
Not suitable when:1. It’s in a random order2. When users are unlikely to know what they are looking for
Monday, 22 November 2010
Drop downs: List order
Not suitable when:1. It’s in a random order2. When users are unlikely to know what they are looking for
Monday, 22 November 2010
Drop downs: List order
Not suitable when:1. It’s in a random order2. When users are unlikely to know what they are looking for
Monday, 22 November 2010
Target size & spacing尺寸和空间/距离
Monday, 22 November 2010
Touch target :
> 9mm (34 pixels )
Exceptional case:
> 7mm (26 pixels)
Space between controls:
> 2mm (8 pixels)
Target minimum sizes:
• 7 x 7 mm with 1 mm gaps for
index finger usage
• 8 x 8 mm with 2 mm gaps for
thumb usage
• List type of components (e.g.
radio buttons): minimum 5 mm
line space
Tap targets:
44 pixels
(approx. 7mm / over 1/4 inch with
iPhone’s 163 ppi screen resolution)
Windows Phone 7(UI Design and Interaction Guide)
Nokia(Touch UI Guide)
Apple(Human Interface Guidelines)
Monday, 22 November 2010
Monday, 22 November 2010
~ Dan Saffer ~Designing Gestural Interfaces
Target size (in inches):
Target = (target size in inches) x (screen width in pixels) / (screen width in inches)
Monday, 22 November 2010
Simple and easy to use
Minimise required input
Minimise options
Simple and usable interaction
Remove distraction and clutter
Monday, 22 November 2010
What else....
http://www.cxpartners.co.uk/thoughts/web_forms_design_guidelines_an_eyetracking_study.htm
Monday, 22 November 2010
@ChuiSquared (Sina Weibo, Twitter)
Chui Chui Tan 陈璀璀
I’m writing whitepapers for Web form design and Mobile form design which will be available for free download.
Follow me @ChuiSquared on Twitter or Sina Weibo to receive alerts when they are available.
Monday, 22 November 2010