How Do I Plan and Design a Form?

This article will help you consider the design of your form. 

PLANNING THE FORM: DATA CAPTURE

As you plan your form, consider the following questions:

• What kind of information needs to be captured?
  • In what order should the data be captured?
  • How should the information be organized into sections?
• What kind of disclosures need to be incorporated for the capture of this data?
  • How should instructions or disclosures be organized?
    • in separate sections? 
    • synthesized with field inputs?
• What rules, controls, conditions, and/or progressive disclosures, if any, do you wish to apply? 

For example, in the first form below:

(1) The purpose of the data collection is disclosed in the opening section.

(2) The disclosure of FERPA compliance is incorporated in the Student Declaration Section. 

(3) Class and Student information is separated into two sections.

(4) Specific permission for paper use is organized into another separate section. 

(5) The request for titles of papers could be hidden and only revealed as a progressive disclosure if the student clicks a check box. 

Hint #1: Although planning before designing can be helpful, your apps in Kuali Build are easily edited. For some creators, discovering your use case needs may be a creative process as you move forward through the building of the form and workflow. Don't get stuck in the planning stage, go BUILD AN APP!

Hint #2: Organizational clarity often comes from considering the order of each field as it will appear in the MOBILE APP.  (See the second form image below.)

Hint #3: Remember, planning the design of your workflow will inform the design of your form.

 Kuali Build automatically adjusts all Forms for laptops, tablets, and phones.