Workplace Forms
Note
Before using this information and the product it supports, read the information in Notices, on page 61.
First Edition (September 2006)
This edition applies to version 2.6.1 of IBM Workplace Forms Server Webform Server (product number
L-DSED-6RFRFZ and to all subsequent releases and modifications until otherwise indicated in new editions.
Copyright International Business Machines Corporation 2003, 2006. All rights reserved.
US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Introduction . . . . . . . . . . . . . 1
About Webform Server . . . . . . . . . . . 1
Who Should Read This Document . . . . . . . 1
Differences Between Webform Server
and Workplace Forms Viewer . . . . . 3
Designing Forms for Webform Server . . . . . . 3
Action Items . . . . . . . . . . . . . 3
Appearance of Forms . . . . . . . . . . 3
Attachments . . . . . . . . . . . . . 3
Computing URLs . . . . . . . . . . . . 4
Dates . . . . . . . . . . . . . . . . 4
e-mailing Forms . . . . . . . . . . . . 4
Event Model . . . . . . . . . . . . . 4
IFX Files . . . . . . . . . . . . . . . 4
Lists . . . . . . . . . . . . . . . . 4
Locales . . . . . . . . . . . . . . . 5
Navigating Forms . . . . . . . . . . . 5
Printing . . . . . . . . . . . . . . . 5
Signatures . . . . . . . . . . . . . . 5
Type Checking and Predictive Input Checking . . 6
URLs . . . . . . . . . . . . . . . . 6
Viewer Settings . . . . . . . . . . . . 6
XForms . . . . . . . . . . . . . . . 7
XForms Submissions . . . . . . . . . . . 7
XML Data Model . . . . . . . . . . . . 7
Other Differences . . . . . . . . . . . . 7
General Best Practices . . . . . . . . 9
Authenticate Users Through Common Practices . . 9
Do Not Rely on the Size of a Field to Limit Input . 10
Use Help Messages . . . . . . . . . . . . 10
Design Forms for Print to Use the Same Page Size 11
Compress All Forms . . . . . . . . . . . 12
Portals: Do Not Use Cancel Buttons . . . . . . 13
Portals: Disable Unnecessary Toolbar Buttons . . . 13
Do Not Use Rich Text . . . . . . . . . . . 14
Test Forms Thoroughly . . . . . . . . . . 15
Creating Dynamic Webform Server
Forms . . . . . . . . . . . . . . . 17
Minimize the Number of Full Page Refreshes . . . 17
Restrict Use of Action Items . . . . . . . . . 18
Use Page Breaks for Dynamic Form Design . . . . 19
Do Not Toggle Computes Off Of Event Model
Options . . . . . . . . . . . . . . . . 20
Toggle Computes off of the Triggeritem . . . . . 20
Use Action Items to Trigger Computes Off Of a
Page Flip . . . . . . . . . . . . . . . 22
Choosing the Right Fonts . . . . . . 25
Use Only Fonts that are Installed on Client
Computers . . . . . . . . . . . . . . 25
Do Not Use Symbol or Wingdings Fonts . . . . 26
Use Matching Windows and Mac Fonts . . . . . 27
Recommended Japanese Fonts . . . . . . . . 27
Formatting Fields . . . . . . . . . . 29
Formatting Phone Numbers . . . . . . . . . 29
Formatting Postal Codes . . . . . . . . . . 30
Formatting E-Mail Addresses . . . . . . . . 32
Designing Accessible Forms . . . . . 35
Why Create Accessible Forms? . . . . . . . . 35
Topics Discussed . . . . . . . . . . . . 35
Other Resources . . . . . . . . . . . . . 35
Provide Appropriate Accessibility Messages . . . 36
Put Label Text Into Acclabels . . . . . . . . 42
Use Field Items To Display Text Information . . . 43
Assist JAWS Users to Enter Forms Mode . . . . 45
Place Graphics Inside Buttons . . . . . . . . 45
Minimize and Explain the Use of Dynamic Content 47
Reset the Forms Tab Order . . . . . . . . . 47
Identify Row and Column Headings . . . . . . 48
Use Contrasting Page Background Colors . . . . 49
Do Not Use List Items . . . . . . . . . . . 50
Avoid Using Write-Only Fields . . . . . . . . 51
Test Forms Thoroughly . . . . . . . . . . 51
Appendix A: Supported XFDL Options 53
Appendix B: JAWS Announcements . . 57
Appendix C: Additional Usage Notes 59
Appendix. Notices . . . . . . . . . . 61
Trademarks . . . . . . . . . . . . . . 62
Copyright IBM Corp. 2003, 2006 iii
iv
Introduction
This document describes best practices for designing forms for use with Webform
Server. These best practices describe both design requirements for forms used with
Webform Server and recommendations for creating forms for users with
disabilities.
This document divides these form design issues into separate sections. Each section
contains a basic overview of the design issue as well as a number of best practices
for resolving these issues. The following information is provided with each best
practice:
v Overview of the practice.
v Explanation and background information for the practice.
v Examples and usage notes.
v Any exceptions to the practice that may exist.
About Webform Server
Webform Server enables users to view and complete XFDL documents using a
standard web browser, without requiring any additional software or plugins. In
addition, Webform Server complies with Section 508 regulations by supporting
most of the accessibility features included with Microsoft
Windows
2000 and
Internet Explorer 6.0.
For persons with vision disabilities, Webform Server supports JAWS for Windows
screen reading utility. Provided that the design of the form follows the practices
described in this manual, users with visual impairments will be able to access all
of a forms information and functionality.
Note: Refer to IBM
Workplace Forms