Tips for Effective Screen Design
Keep form screens small and focused. Avoid overwhelming users with too many fields on one screen. Separate required fields from optional ones to create a clear pathway for completion.
By following these guidelines, you can create a structured and user-friendly workflow that guides users through each step of the process with ease.
Starting with Basic Information
Form Inputs: Choose from various form elements like paragraphs, single lines, multi-lines and more to capture the information you need.
Labels: Clearly label each form field to guide users on the information required.
Mandatory Fields: Mark fields as 'Required' to ensure users do not miss essential information.
Customizing Form Elements
Tips: Add short tips to form elements to provide users with guidance or additional information about the data expected.
Field Placement: Drag and drop fields to arrange them in a logical order that follows the natural flow of information entry.
Organizing the Workflow Steps
Step Overview: Visualize the workflow steps in a sequence, ensuring each step is clearly defined.
Screen Assignments: Assign form screens to each step, such as 'Basic Info', 'Screening', 'Interview', and 'Onboarding', to keep the process organized.
Saving and Previewing Work
Save Progress: Regularly save your work to prevent any loss of data.
Preview: Use the preview function to test the workflow's usability and ensure all form elements function as intended.
FAQ
Q: How can I ensure users don’t skip important fields?
A: Use the 'Required field' checkbox to make sure essential fields are filled out before users can proceed.
Q: Can I rearrange the form fields after I’ve added them?
A: Yes, you can drag and drop fields to rearrange them at any stage of the design process.
Q: What’s the best way to guide users through a form?
A: Providing clear labels and adding short tips can help guide users effectively through a form.
Q: How many screens can I add to a single step in the workflow?
A: You can add as many screens as necessary to cover all aspects of a step within the workflow.