Keep The Target Device In Mind
Mobile devices tend to display templates differently. Templates targeted at a specific device or devices should utilise form items which display best on those devices. For example if you are designing for use on both Android and Apple devices, then add Link Commands even if using tabs for navigation. Navigation between cards will then be enabled using link commands on devices that do not support showing cards as tabs.
Keep Item Labels Short
The screen size and resolution of mobiles varies greatly. Smaller resolution screens tend to use larger fonts and cannot display much text. As a result, it is generally better to keep labels as short as possible whilst still keeping them meaningful.
Choose Semantic External Labels
When setting the value for an export label, consider a short but meaningful label. This will make it easier when using the data to make documents or integrate with other systems. In general export labels should be unique within a template but that is not a requirement.
On tablet devices and those with larger screens consider enabling the following options:
- Enable the “Show Cards As Tabs” setting. This will show all Cards in the template as tabs on supported devices and provides a quick way to navigate between different parts of your forms.
- If showing cards as tabs consider allowing the user to send from all screens. This is done by enabling the “Advanced Options Allowed” template option and the “Show Send Command” options for all cards.
- For single selection Choice Group fields with a small number of choices consider using the Exclusive type over Popup.
- Additionally enable the ‘Layout Horizontally’ option as this can make it faster to make the selection, provided there is sufficient horizontal space.
- Reduce the number of Cards to have more fields on the screen at the same time. Scrolling is faster then switching screens.
- Show commands as buttons. On supported devices this will show a button on the screen to perform the Command’s action.
- Use card visibility rules to hide and show whole tabs based on user selection. Created the same way as normal visibility rules for fields you can control the visibility of a card. This is useful for revealing more detail or additional sections in a template as a user completes the form.
- Still add Link Commands even if using tabs for navigation. Navigation between cards will then be enabled using link commands on devices that do not support showing cards as tabs.