Forms and Checklists: Usability Enhancements

Overview

The Forms and Checklists module has been updated to improve clarity, efficiency, and overall usability when managing forms and related records. These enhancements focus on reducing confusion, streamlining file management, and making record status interactions more intuitive.

This article outlines what has changed and how users can take advantage of the improvements.

Key Enhancements

Clearer Distinction Between Forms and Templates

Page language and labels have been updated across the module to clearly differentiate between Forms and Templates.

• Forms represent completed or in-progress records.
• Templates are reusable structures used to create new forms.

This improved wording ensures consistent terminology throughout the experience and helps users better understand where they are and what actions they can take.

Improved Record File Management

A new Files tab has been added to form records.

• All files uploaded through a form are now automatically consolidated into a single, centralized location.
• Users no longer need to search through individual fields to find attachments.
• Files related to a record can be accessed quickly from one place, improving visibility and organization.

Refined Status Interactions

Status-related interactions have been updated to be more intuitive and easier to use.

• Status changes are clearer and more predictable.
• Visual and interaction improvements help users better understand a record’s current state.
• Managing progress across forms now requires fewer steps and less manual effort.

These refinements help teams track progress more effectively and reduce friction when updating records.

How to Use the Updated Experience

1. Navigate to the Forms and Checklists module.
2. Review updated page labels to distinguish between Forms and Templates.
3. Open any form record.
4. Select the Files tab to view all uploaded attachments in one place.
5. Update record statuses using the refined status controls to track progress more efficiently.

Summary

The latest updates to Forms and Checklists improve usability by clarifying terminology, centralizing file access, and refining status interactions. These changes are designed to reduce confusion, improve consistency, and help users manage records more efficiently across the platform.