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Hints & Best Practices - v10

Hints & Best Practices - v10

Table of Contents

General Formatting


  • Use a minimum 10pt font such as Arial or Times New Roman.

  • Keep the form concise and only include fields that are needed.

  • Add a "message" to create larger headings or additional information.

  • Test forms and form actions thoroughly before publishing.

  • Use labels (displayed field names) that are complete and self-explanatory.

  • Using a CAPTCHA may help to reduce spam.

  • Use high contrast colors for foreground and background areas.

Required Fields


  • Required fields will be indicated to the customer by a red asterisk to the right of the field name.

  • It is common for customers to miss these small asterisks and be unable to Submit the form.

Recommendations

  • At the top of the form, include a message such as "* = required field" in a large font.

  • Add the phrase "(required)" in the label.

  • Add a note at the bottom of the form near the Submit button such as "If the Submit button is unavailable, please check that all required fields were completed."

Formatted Fields


  • Fields such as email addresses and phone numbers can be set for specific formats.

  • If the format is not followed, the customer will receive an error message.

Recommendations

  • Add the format to the label such as "Phone Number (NNN-NNN-NNNN format)" to help the customer get the correct format the first time.

  • Add a "help message" to clarify.

Grouping Information


  • Use sections to group "like" information such as contact information.

  • This organizes the information for the customer and for you.

Special formatting


  • Custom formatting can be created for fields such as SU ID numbers.

Recommendations

  • Any time custom formatting is used, always put an example of the format in the label.

  • Test these formats extensively to make sure that they function correctly.

  • Add a "help message" to clarify.

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