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The Power of Progressive Revelation in UX

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👋🏼 Introduction

Forms are rarely fun or interesting. Bad form design creates fatigues and negative emotions in users leading to mistakes or high abandonment rates.

One critical aspect of this experience is designing efficient and user-friendly forms that cater to the needs and expectations of your audience. While forms aren’t the most attractive part of your tool, but spending a little time optimising forms can prove to be very crucial.

🌟 New Requirement

• Configurations to build cadence and automation rules involving multiple steps
• The steps would include things like template selection and the next steps loading based on the template selected
• Each step would host a variety of fields, rule sets, tables, cards etc,.
• The form would need to support multiple steps that are inter-linked with clear indication of which step the user is on and how many more are yet to be completed.

👤 Understanding the Persona

The next step was to understand who are we solving this for. We spoke to the users of this platform and established the following about the persona.

📅 Current Implementation

🗒️ Behaviour

• Whenever the user clicks on a CTA to create something new, a form appears as a layover.