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Crafting effective form screens
Crafting effective form screens

Designing intuitive and efficient form screens is crucial in workflow automation, ensuring a smooth experience for end-users

Written by Kirill Zakharov
Updated over a week ago

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.


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.

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