Before you Begin Building a Form
Before you begin creating a form in Dynamic Forms, review the following resources. Each page provides important guidance, standards, and examples to help you plan your workflow, design an accessible form, and follow best practices throughout the build process.
Resources:
- Accessing Your Organizations
- Learn how to access your department’s Dynamic Forms environment and confirm you have the correct permissions to build and test forms.
- Form Mockup – (coming soon)
- Outline the layout of your form, which includes each participant’s section, such as text, questions (restricted responses, required fields, prefills, form item types), file uploads, email content, etc.
- Workflow Diagram – (coming soon)
- Map how your form will route between participants/departments to determine factors in routing.
- Best Practices
- Review both recommended and required standards for organizing, naming, and maintaining forms efficiently.
- Yale Accessibility
- Ensure your form meets accessibility requirements and provides an inclusive user experience.
- User Group Community
- Connect with other Dynamic Forms users, explore examples, and stay up to date on new features.