Viewpoint: Form Creator
Project Overview
Problem to Solve
Viewpoint had a form creator that was not very usable. In mid-November of 2019 I was tasked with redesigning the form creator. However, I could not do anything that changed the backend functionality and I had only 6 weeks to get it done. To add to the pressure this was a pet project of a vice president.
Process
The design process moved very fast due to my limited timeline. I met with the developer on the project, did some pencil sketches that I gave to him and he started the building process. We were moving simultaneously to meet our deadline, he was building out screens as I was designing them. It was all about my initial pencil sketches.
Results
After conferring with the developer I designed a drag & drop form creator. The idea was a user could create forms in different sections, add questions and form types. I was inspired by Google Forms and I had also done a drag & drop creator in the past so I knew the concept was already verified. We met our deadline thanks to the hard work of the developer. It was a nerve wracking project to release, we did not have any time to do usability testing. Thankfully the response was overwhelmingly positive.
Business Impact
When we went live the reception was overwhelmingly positive. It was a huge improvement over the previous feature. It saved time for customer support and reduced training time making it easier to on board new clients.
I also took advantage of this project to update the forms in the mobile apps. Up until this point the forms were inconsistent, I made the different field types uniform.
Client
Viewpoint
Services
- Information Architecture
- User Experience Design
- User Interface Design
Tools
- Sketch
Design Elements
Updated Form Creator
New Blank Form: Category Dropdown
All forms must be stored within a category. This field also allows the user to create a category “on the fly.”
New Blank Form: 1st Question
Once a user creates a question they are presented with several options. First they must type a question. In this case they have chosen to use a “lookup.” A lookup refers to any multiple choice options including dropdowns, radio buttons, etc.
The user is also given other options like making the question required or duplicating a question as a time saver.
The question is not saved until the user clicks “apply.”
New Blank Form: Look Up
New Blank Form: New Look Up
If a user doesn’t find the lookup they want, they can create one right here that gets saved with the rest of the lookups.
New Blank Form: Look Up Selected
New Blank Form: Question Options Expanded
Some questions require special options. These options include help text, questions are only visible to an admin, changing the column name the answers appear in, or the ability to allow the user to add comments.
