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Custom Form Progressive Disclosure (display logic) Management in Form Design

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Level 4

3/28/23

Description - The progressive disclosure (display logic) in custom forms is challenging when trying to figure out what items are driving each question. The colored square indicators do not visually provide much detail and you need to click on to view the settings. Once in the panel you need to scroll to locate information and if there are many options then it is hard to figure out what is driving what. There are also indicators on both the right and left side (what is driving vs what is being driven) of the question but those are not clear especially to the novice user. There is a learning curve for new form designers to understand all the different symbols and why they are split. 

Why is this feature important to you - We design many complex forms and need to be able to navigate the form more easily. Without all the extra clicks it is time consuming and confusing to manage the options. 

How would you like the feature to work - Adding some hover clues that display the question could save steps for the user. They could see what question is driving the action without needing to click to open the panel and then scroll.  Also, the icons and their placement should be better identified for the user, so they know what they are looking at in the system.  When building a form, it would be helpful to be able to set the progressive disclosure right from the question so you don't need to go to the side panel. 

 

1 Comment

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Community Advisor

3/28/23

This behavior is typically referred to as "data validation rules" and there are several existing idea submissions for it over the years. You might consider searching for those that already have votes and voting/promoting those.