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Forms - Form Builder

Forms - Form Builder

Overview:

Description

UI improvements for form builder add/edit process.

Mockup

https://www.figma.com/proto/JIMZGB2BVFRUsn6EnnNdGY/FORMS---Form-Builder-V1?node-id=1%3A8&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=1%3A8
https://www.figma.com/proto/KhbngaYg04GRBCAGy98tHD/FORMS---Form-Builder-V2?node-id=2%3A12&scaling=scale-down-width&page-id=0%3A1&starting-point-node-id=2%3A12

Assets

https://drive.google.com/open?id=0B0Ou1BX7e1gAWC1EMFJYY1htdWM


Quantitative Data:

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

Link

Date Range

Item

Metric & Value

Assumption

 

00/00/2021
to
00/00/2021
(0 Days)

 

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum


Competitor Research:

Function

Findings

Image

Takeaways

Function

Findings

Image

Takeaways

 

 

 

Embrace

Reject

TO DISCUSS


Proposal Feedback:

Stakeholder

Date

Changes

Stakeholder

Date

Changes

Product

11/03/21

Done

  • Rearrange UI so field controls are in top right of field editor (follows more traditional UI expectations rather than being in various places)

    • 

‘Type’, ‘Name’, ‘Enabled’ toggle are the 3 settings required for a field to be active within a form and are therefore most prominent at the top of each field editor

    • Controls for field in top right of field editor now use consistent UI with rest of platform buttons and controls

    • ‘Required’ toggle and message, ‘Label’, ‘Placeholder’ and 'CSS' class moved onto second row of each field editor, where these settings are deemed as the optional settings for each field

  • Consolidate field settings into single dialog (reduces layout shift as fields no longer appear depending on different types, reduces scolling as field height is smaller)

    • 

‘Edit Options', anything under ‘Advanced Options' dropdown (e.g. ‘constraints’, 'default value’) a single dialog tab called 'Options’

    • 

‘Choices' moved into same single dialog as above under ‘Choices’ tab

  • Improve the current disjoint between ‘required’ toggle and ‘required message' (before the required message would appear if a checkbox was turned on creating layout shift )

    • Toggle to turn on required message now as a prefix next to the input field

Rejected

need more info

TO DISCUSS

Product

11/03/21

Done

  • For ‘settings’ dialog, have tabs:

    • Options tab (HTML type would need default value slapped into this)

    • Choices tab (only available for checkboxes, choice and radio options)

    • Remove ‘constraints’ (will still be available through processr job) and therefore will need to move ‘default value’ into ‘Options’ tab

Rejected

need more info

TO DISCUSS

Product

15/04/21

Done

Rejected

need more info

TO DISCUSS

TO DO

  • Move ‘view’ button from preview panel to build panel

    • Have tooltip for this button to say something along the lines of ‘Clicking view will open the form in a new window, any unsaved changes will not be shown’

 


Retrospective:

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

User Feedback

Stakeholder

Date

Description

Stakeholder

Date

Description

 

 

 

 

 

 

Quantitative Data

Link

Date Range

Item

Metric & Value

Assumption

Link

Date Range

Item

Metric & Value

Assumption

 

00/00/2021
to
00/00/2021
(0 Days)

 

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum

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