Overview

Following best practices while creating a form helps provide a clear and smooth experience for users. A well-structured form is easier to understand, complete, and manage.

This article outlines recommended practices for configuring pages, form steps, elements, and the overall form flow in the Form Builder.

1. Keep the Form Simple

Only ask for information that is required for your use case.

Avoid adding unnecessary fields, as lengthy or complicated forms may discourage users from completing them.

Before adding a field, consider:

• Is this information required?
• Can the information be collected at a later stage?
• Is there an existing field that can be used instead?

2. Organize Information Using Form Steps

For forms that require multiple fields, divide the information into logical sections using Form Steps.

For example:

• Step 1: Personal Information
• Step 2: Product Details
• Step 3: Purchase Information

Grouping related fields together makes the form easier for users to understand and complete.

Best Practice: Avoid adding too many fields to a single step.

3. Use Clear Page Titles and Descriptions

Add a meaningful Page Title to help users understand what information is required on each page.

Use the Page Description to provide additional instructions when necessary.

For example:

Page Title: Product Details

Page Description: Please enter the details of the product you purchased.

Keep titles and descriptions short, clear, and easy to understand.

4. Use Clear Field Labels

Field labels should clearly explain the information users need to provide.

For example:

Recommended:

• Full Name
• Email Address
• Purchase Date

Avoid:

• Name Details
• Information
• Enter Here

Clear labels help reduce confusion and incomplete submissions.

5. Use the Appropriate Form Element

Select the most suitable element for the type of information you want to collect.

For example:

• Use Email for email addresses.
• Use Dropdowns when users need to select one option from a predefined list.
• Use Checkboxes when users can select multiple options.
• Use a Date Picker for dates.
• Use Single Line Text for short responses.

Using the correct field type helps improve data accuracy and provides a better user experience.

6. Avoid Too Many Required Fields

Mark only essential fields as Required.

Requiring users to complete unnecessary fields can make the form difficult to complete.

Best Practice: Make a field mandatory only when the information is necessary to process the submission or complete the required workflow.

7. Keep Options Short and Clear

When using elements such as Dropdowns, Radio Buttons, or Checkboxes, keep the options easy to understand.

Avoid:

• Long option names
• Similar or confusing options
• Too many choices

Where possible, arrange options in a logical order.

8. Use Conditional Rendering When Required

Use Conditional Rendering to show fields only when they are relevant to the user.

For example, if a user selects Yes for a particular question, you can display an additional field to collect more information.

This helps keep the form clean and prevents users from seeing unnecessary fields.

Best Practice: Use Conditional Rendering only when it simplifies the form flow. Avoid creating overly complex conditions that may be difficult to manage.

9. Maintain a Logical Form Flow

Arrange pages and fields in the order users would naturally provide the information.

For example:

1. Personal Information
2. Product Selection
3. Purchase Details
4. Additional Information
5. Confirmation

A logical flow helps users understand what is expected at each stage.

10. Use Images and Rich Text Purposefully

Use Content Images and Rich Text to provide useful information or improve the visual appearance of the form.

However, avoid adding too much content that distracts users from completing the form.

Use images and text to:

• Provide instructions
• Highlight important information
• Display confirmation messages
• Improve branding

11. Configure a Clear Thank You Page

The Thank You Page should clearly confirm that the form has been successfully submitted.

You can include:

• A confirmation message
• Information about the next steps
• Expected response or processing time
• A button to guide users to another page or action

For example:

Thank you for your submission!

Your information has been successfully submitted. You will receive a confirmation shortly.

12. Review the Form Using Preview

Always use Preview before publishing the form.

Check the following:

• All pages and steps are displayed correctly.
• Field labels and instructions are clear.
• Required fields work as expected.
• Conditional Rendering behaves correctly.
• Buttons and navigation work correctly.
• The Thank You Page displays the correct information.

Test the form from a user's perspective to identify any confusing or unnecessary steps.

13. Save Changes Regularly

Click Save after making changes to avoid losing your configuration.

When making significant changes, review the complete form again before publishing.

Important Checklist

Before publishing your form, make sure that:

• All required fields have been configured.
  

• Field labels are clear and easy to understand.
  

• Page titles and descriptions are configured correctly.
  

•   Form steps follow a logical sequence.
  

• Conditional Rendering rules have been tested.
  

• Buttons and navigation work correctly.
  

• The complete form has been reviewed using Preview.
  

• All changes have been saved.  
  

Result

By following these best practices, you can create forms that are clear, organized, and easy for users to complete. A well-structured form also helps improve data accuracy and provides a smoother overall user experience.