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DYNAMIC FIELDS
CREATING INCREASED EFFICIENCY

Do you like wasting your time? Me neither. 

Goal:

Increase the efficiency of filling out forms that have a large quantity of fields

  • eliminate fields based on each users' needs 

  • organize based on subject matter

Deliverable:

Redesigned form that includes only necessary  fields for each user's specific needs. Form allows for users to show all if desired.

Role and Skills:

Product designer

  • conducted internal and external research

  • completed usability testing 

  • designed high fidelity prototype and screens ready for Development team

CHANGING FIELDS

Users currently encounter entire sheets of empty fields, which don't necessarily apply to them. I designed a sheet that is more organized and useful to each specific user's needs when filling out a Customer Setup page.

Current Layout - Client Type_edited.png

INTERNAL RESEARCH

I talked to a product manager and customer support analyst, both familiar with which users use which fields. From there, I mapped out which fields applied to the different "Type" and "Name" of users.

There are three Types and three Names for this particular sheet - nine different combinations. Below is a comparison of a Suspect Individual and a Customer Individual mapped out by necessary, unnecessary, and optional fields.

Individual_edited.png
Individual_2x_edited.png
Color Map.png
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