How to optimize ProcessMaker forms and processes for mobile?

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Aklima@416
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Joined: Mon Dec 23, 2024 3:18 am

How to optimize ProcessMaker forms and processes for mobile?

Post by Aklima@416 »

With new mobile screen design features coming with the summer release of ProcessMaker, you can design your mobile experience down to the smallest details.

Hide one or two elements, or create a completely different experience exclusively for mobile screens. With these new tools, you can ensure your workflow is precise, streamlined, and satisfying on Apple iOS or Android.

Start with responsiveness to create a perfectly mobile-friendly interface. New views show how your layout looks on different screen sizes, letting you change where key elements appear.

Want to hide an element from mobile users? No problem. In Controls, you can create rules to enable or disable logos, text blocks, titles, or form fields based on the user's device.

This feature lets you do more than just hide unwanted elements. You can create completely unique experiences for mobile users. Add unique wording, mobile-only messaging, or insert distinct images or backgrounds. You have the freedom to tailor your mobile experience however you want.

Tips for Designing Automated Workflows for Mobile
Clutter is one of the biggest design flaws. In fact, 20% of users will reach for the “X” button if a process seems too long or complicated . “Mobile users often complain that the design is not elegant and not very intuitive and that they can’t even see half of the app.

How to set up your mobile experience to get good ratings?

Collect as little information as possible: Many pakistan mobile phone number mobile forms ask for less information than the desktop version. Too many distracting elements can overwhelm customers, so stick to specific, useful questions. You can easily hide non-essential fields with new mobile design features.

Stick to a single-column format: Information presented in a single, scrollable column is more effective than multi-column presentations . Additionally, research has shown that multi-column fields are more prone to errors, so keep your form as small as possible.

Start with the simplest information: Start with the basics. You may notice that most forms start with easy questions like name or email address. This makes a great first impression, quietly whispering to users that this form will be easy to fill out. If you need to collect more complex information or send users off to find a document to download, save those questions for later.

Let customers know what to expect: Guardrails on winding roads aren’t just physical barriers. Seeing one lets drivers know that the upcoming segment is winding, automatically prompting the brain to be more cautious. If you need to upload a document or photo later in the form, use controls to insert an introductory checklist when ProcessMaker detects a mobile device.
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