10 Tips when using electronic forms

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Background to electronic forms

You’ve decided you need electronic forms or have a feeling they should be implemented.

“An electronic form” is a transaction between a user and the form provider. The form can be pre-filled with data from a backend database system before it is presented to the user. When the form is submitted to the provider the data is saved to be used in a business process.

The most common reasons for using electronic forms are:

1. Cost savings by avoiding re-keying of data
2. Faster customer service resulting in better customer satisfaction
3. Comply with a government or industry regulation.

No tool will turn a bad form into a good one, and automating a bad form simply collects bad data more quickly or alienates your users.

Following these ten tips will make sure your new forms are a success.

1. Choose the right approach

Deciding which form format to use depends on what it will be used for.

If your form is very short, such as a two-box login form, then we suggest an HTML form.

You may be required to comply with regulations such as Section 501 or similar where...

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