Let’s Help Users Fill In Your Mobile Form (Part 2) — Smashing Magazine
This is the second part in a series on enhancing mobile forms for users. In the first part, we saw some general guidelines on how to improve form readability for mobile users, label placement and size, interaction cost and dealing with errors.
In this second part, I want to focus more on mobile-specific capabilities. HTML5, for instance, has brought us a lot of really cool features to help users fill in mobile forms and format their data. We will see in detail how HTML5 attributes can help you with that. Then, we will go beyond “classic” form elements and see how to use mobile capabilities such as the camera, geolocation and fingerprint scanners to really take your mobile form experience to the next level on websites and in native applications.
Helping The User Format Content With HTML5
In the first part of this series, we saw some general advice on how to display fields. Now it’s time to go a bit deeper and look at how a few well-crafted lines of HTML5 code can improve your mobile forms.
HTML5 Mobile-Optimized Goodness
HTML5 opens a whole world of possibilities for optimizing forms for mobile and touch devices. A lot of interesting new input types can trigger different keyboards to help users. We can also do some interesting things with capturing media directly in the browser.
Entering Numerical Data
input type= number
<input type=number> attribute restricts an input field to numbers. It has a built-in validation system that rejects anything that is not a number.
In some desktop browsers, this input is presented with little arrows on the right that the user can click to increment the number. On mobile, it opens a keyboard with numbers, which decreases typos and form-validation errors. The input’s look and feel depend on the operating system.
The input should allow for decimals and negative numbers (but few keyboards respect that). As explained in the W3C’s specifications, “a simple way of determining whether to use type=number is to consider whether it would make sense for the input control to have a spinbox interface (e.g. with ‘up’ and ‘down’ arrows)”. This means that the input is not supposed to be used for credit cards or area codes.
To add some restrictions to your number inputs, you could use the
pattern attribute to specify a regular expression against which you want to control values.
This is what it looks like:
<input type="number" id="quantity" name="quantity" pattern="[0-9]*" inputmode="numeric" />
You can use this pattern to bring up the big-button numeric keyboard on the iPhone (but not the iPad). This keyboard does not have the minus sign or comma, so users lose the ability to use negative numbers and decimals. Also, they can’t switch back to another keyboard here, so be careful when using this.
Also, note that patterns can be applied to any other type of inputs.
Using only this pattern won’t work on most Android phones. You’ll still need a combination of
input type=number and the attribute to make this work.
If you only want to trigger the mobile numeric keyboard but don’t want to deal with the
pattern mess, you could use a text input and apply the inputmode=numeric attribute. It would look like this:
<input type="text" id="quantity" name="quantity" inputmode="numeric" />
Unfortunately (at the time of writing), only Chrome 67 mobile supports this, but it should be arriving in Chrome desktop 66 without a flag.
To learn more about how to enter numbers in a form, read “I Wanted to Type a Number”.
If you want users to enter a phone number, you can use the input type=tel. As you can see in the screenshot below, it triggers the same digits on iOS’ keyboard as the pattern attribute described above. Due to the complexity of phone numbers across the world, there is no automatic validation with this input type.
Even if they are technically numerical data, dates deserve their own section. There are a few HTML5 input types for entering dates. The most used is
input type=date. It will trigger a date-picker in supported browsers. The appearance of the date-picker depends on the browser and OS. To learn more on how browsers render
input type="date", I recommend you read “Making
input type=date complicated.”
type=week to pick a week,
type=time to enter a time (up to the hour and minute), and
type=datetime-local to pick a date and a time (using the user’s local time). So many choices!
input type=date works well for booking interfaces, for example. You might have some needs that require you to build your own date-picker, though (as we’ve already seen in the section on sensible defaults). But
Yet, sometimes not using
type=date for dates is better. Let’s take the example of a birth date. If I was born in 1960 (I’m not — this is just an example), it would take me many taps to pick my birth date if I was starting from 2018. On Android, I discovered recently that if I press on the year in the picker, I get a sort of dropdown wheel with all of the years. A bit better, but it still requires a fair amount of scrolling.
“I’m born in 1977 and can confirm the annoyance. The more time it takes to scroll, the older you feel :-(“
So, maybe birth dates are not the best candidate for date-pickers.
URL, Email, Tel And Search
Mobile phones hide some other keyboard and input-optimization goodness that enhance the user’s experience when filling in a form. The devil is in the details, as they say.
input type=url field will bring up an optimized keyboard on mobile, with / (the slash key) directly accessible. Depending on the OS, you can also give quick access to commons top-level domains, like the
.fr in the screenshot below. If you long-press this button, shortcuts to other top-level domains will appear. This also comes with automatic browser validation that checks that the URL’s format is valid.
The input type=emailfield brings up an email-optimized keyboard giving quick access to the
@ symbol. This input requires the presence of
@ somewhere in the field in order to be valid. That’s the only verification it does.
The input type=search field brings up a search-optimized keyboard. The user can directly launch the search from a button on the keyboard. There’s also a little cross to clear the field and type a new query.
Range And Color
input type=range provides a visual UI slider to input a number. The UI for this control is browser-dependent.
input type=color provides an easy way for the user to enter a color value. In many browser implementations, this comes with a color-picker.
HTML Media Capture: Taking And Uploading Pictures And Recording Sound
I remember the time of the iPhone 3, when Apple would not even allow a simple
input type=file to be used on a website, for security reasons. Those times are long gone. With the HTML media capture API, it’s now possible to access different sensors of a device. We can capture photos and videos, and we can even record voice directly in the browser.
The accept attribute lets you specify what kind of media to accept in the input: audio, image, video. The user can give the browser direct access to their camera, for example.
The code looks like this:
<input type="file" id="take-picture" accept="image/*">
The capture attribute lets you specify the preferred mode of capture. If you add the
capture attribute on top of the
accept attribute, you can make the browser open the camera or voice recorder directly.
<input type="file" accept="image/*" capture> // opens the camera>
<input type="file" accept="video/*" capture> // opens the camera in video mode
<input type="file" accept="audio/*" capture> // opens the voice recorder
For more details on how to use media directly in the browser, read the section “Accessing and Handling Images, Video and Audio Directly in the Browser” in my article on the secret powers of mobile browsers.
HTML5 Autos: Autocorrect, Autocomplete, Autofill, Autocapitalize And Autofocus
HTML5 comes with a slew of automatic attributes. To enhance the mobile experience, you will want to be smart about what can be automated and what can’t. Here are some general rules of thumb:
- Disable autocorrect on things for which the dictionary is weak: email addresses, numbers, names, addresses, cities, regions, area codes, credit card numbers.
- Disable autocapitalize for email fields and other fields where appropriate (for example, website URLs). Note that
type=emaildoes the job for you in recents version of iOS and Android, but disable it anyway for older versions or if
type=emailis not supported.
- You can set the autocapitalize attribute to
wordsto automatically uppercase the first letter of each word the user types. This can be useful for names, places and the like, but, again, be careful with it, and test it.
input type=tel, set
- You could use
autofocusto give the focus to a control element when the user loads the page. But just because the user opens the “contact” page, it does not mean they are ready to jump right to the first field of your form. So, again, use it wisely.
If you want more autocomplete options, a whole list is on the WhatWG Wiki. Just make sure you use the right ones. Implement, test, and test again.
HTML5 Form Validation
In “Native Form Validation, Part 1,” Peter-Paul Koch goes into detail on why HTML and CSS form validation doesn’t really make forms better at this time.
Offline Support To Save User Data
A lot of things can go wrong, especially on mobile. Mistakes happen. A user could mistap the back button in the browser and lose all of their data.
If the connection is lost as the user is submitting the form, they might also lose the data. To avoid this, you could use a combination of the** HTML5 offline API** and the Service Workers API to:
- store the data in the cache,
- try to automatically send it again when the connection comes back.
To learn how to code this, check out the article on “Offline-Friendly Forms”.
Mobile Device Capabilities Can Take the Experience To The Next Level
Detecting The User’s Location
In the previous section, I wrote about pre-filling information for places and addresses. That’s a good start. We can go one step further. Instead of asking users to type a location, we can detect it. Meet the geolocation API for the web. There are also native iOS, Android and Windows Phone geolocation APIs.
Citymapper is a website and an app that helps users plan their travels. When the user goes into the first field, they see the “Use current location” option. If they select it, they are asked to allow the browser to access their geolocation data. This is the geolocation API. The browser then autocompletes the location it found and, the user can proceed to the destination field. The native app works pretty much the same way.
Be Smart When Asking For The User’s Permission
You might have noticed in the previous video that I had to agree to give access to my position to the Citymapper website. In the browser, the user handles permissions website by website, API by API.
You also need to be careful how you ask for permission. The user might refuse access to the geolocation, notification or other API if you ask too soon. They also might refuse if they don’t understand why you need the permission. You get one chance; use it wisely. After that, it will be almost impossible to recover. I’m an Android power user, and even I have to search around for the options in my browser when I want to reset the permissions I’ve given to a website. Imagine the trouble your users will have.
Here is some general advice on asking for permissions on the web:
- Don’t be the creepy geolocation or notification stalker: Don’t ask for permission as soon as the user arrives on your website. They might not know about you or your service yet.
- Let the user discover your website and service. Then, ask for permission in context. If you want to access their location, ask them only when you need it (Citymapper is a good example).
- Explain why you need permission and what you will do with it.
If you want to go further, Luke Wroblewski (yes, him again) has created a nice video to help you with the permission-asking process.
A Better Checkout Experience
A big area of improvement for forms is the whole checkout payment experience. Here again, sensors on the device can make this an almost painless experience. The only pain will be the amount of money the user spends.
iOS Credit Card Scanner
In the previous section, I wrote about autodetection of credit cards and autocompletion features based on the user’s previous input. This still means that the user has to type their credit card data at least once.
Apple has taken this to the next level with its credit card scanner. Since iOS 8 in Safari, users can use their camera to scan and autocomplete their credit card information. To perform this magic, you will need to add the autocomplete
cc-number attribute and some name to identify this as a credit card field. Apple doesn’t have much official information on it, but some people did some testing and put the results on StackOverflow.
Safari also has autofill options that users can use to add their credit card, allowing them reuse it on multiple websites.
Take Checkout One Step Further With Google Pay API
Google launched something similar: the Google Pay API. When implemented on a website, the API eliminates the need to manually enter payment information. It goes one step further: It can store billing and shipping addresses as well.
The user gets a dialog in Chrome that displays the various payment information they’ve stored. They can choose which one to use and can pay directly through the dialog.
A standardized version of the Payment Request API is currently a W3C candidate recommendation. If this gets implemented in browsers, it would allow users to check out with a single button, which would request the API. Every step thereafter would be handled by native browser dialogs.
Making Authentication Easier
Mobile phones are, in most cases, personal devices that people don’t usually share with others. This opens up some interesting opportunities for authentication.
I use a password manager. I don’t know 99% of my passwords. They are all randomly generated. In order to log into a new Slack workspace, I must:
- open my password manager,
- enter my master password,
- search for the workspace,
- copy and paste the password into the Slack app.
It’s a tedious process, but Slack was smart enough to provide a better option.
Many users have they mail synchronized on their phone. Slack understood that. When you add a new Slack workspace in the app, you can either log in using the password or ask for the “magic link” option. If you opt for the latter, Slack sends a magic link to your mailbox. Open the mail, click on the big green button, and — ta-da! — you’re logged in.
Behind the scenes, this magic link contains an authentication token. The Slack app catches this and authenticates you without requiring the password.
Fingerprint For Smart Identification
I do almost all of my banking on my mobile device. And when it comes to logging into my bank accounts, there’s a world of difference between my French Societe General bank app and the German N26 app.
With Société Générale, I have a login string and a passphrase. I can ask the app to remember the login string, which is 10 random digits. I’m not able to remember that one; I use a password manager for it. I must still remember and enter the six-digit passphrase on a custom-built keypad. Of course, the numbers’ positions change every time I log in. Security — yeah, I know. Also, I must change this passphrase every three months. The last time I was forced to change the passphrase, I did what most people do: choose almost the same passphrase, because I don’t want to have to remember yet another six-digit number. And of course, I was damn sure I would remember it, so I did not enter it in my password manager. Rookie mistake. Two weeks later, I tried to log in. Of course, I forgot it. I made three failed attempts, and then my account was blocked. Fortunately, I only use this account for savings. In the app, you can ask for a new passcode. It took almost one week for the bank to send me a new six-digit passphrase by paper mail to my home address in Luxembourg. Yeah.
N26, on the other hand, uses my email address as the login string. I can remember that without a password manager. When I want to log in, I put my finger on the start button of my Xperia phone, and that’s it. In the background, my phone scans my fingerprint and authenticates me. If that does not work, I can fall back to a password.
Same device, two apps, two totally different experiences.
More and more apps on both Android and iOS now offer user the possibility to authenticate with a fingerprint. No more passwords — it’s an interesting and elegant solution.
Of course, people have expressed some security concerns about this. For the National Institute of Standards and Technology (NIST), biometrics is not considered secure enough. It advises combining biometrics with a second factor of authentication.
Fingerprint sensors can also be tricked — yes, like in spy movies. Did you hear about the plane that was forced to land because a woman learned of her husband’s infidelity after using his thumb to unlock his phone while he was sleeping?
Facial Recognition And Face ID
In 2018, Apple launched the iPhone X with the brand new face ID. Users can unlock their iPhone X using their face. Of course, some other Android phones and Windows tablets and computers had proposed this feature earlier. But when Apple launches something, it tends to become “a thing”. For the moment, this technology is mostly used as authentication to unlock phones and computer.
There are some pretty big challenges with facial-recognition technology. First, some algorithms can be fooled by a picture of the person, which is easily hackable. Another bigger concern is diversity. Facial-recognition algorithms tend to have difficulty recognizing people of color. For instance, a black researcher had to wear a white mask to test her own project. The researcher is Joy Buolamwini, and she gave a TED talk about the issue.
Some facial-recognition software is also used by some customs services to speed up border processing. It is used in New Zealand and will be used in Canada.
Most of us have seen enough science fiction to see the potential problems and consequences of systems that use facial recognition at scale. This kind of technology used outside of the private space of unlocking phones can get controversial and scary.
Google: One-Tap Sign-Up
If a user has a Google account, they can benefit from Google’s one-tap sign-up. When visiting a website and prompted to create an account in an inline dialog, the user doesn’t need to enter a password. Google provides a secure token-based password-less account, linked to the user’s Google account. When the user returns, they are automatically signed in. If they store their passwords in the Smart Lock, they get automatically signed in on other devices as well.
Note: This is an interesting password-less solution. Of course, by using it, users are linked to Google, which not everyone will feel comfortable with.
You can do a lot of really cool things when you start using mobile capabilities to help users fill in forms. We need a mobile-first mindset when building forms; otherwise, we’ll get stuck on the desktop capabilities we are familiar with.
Again, be careful with the device’s capabilities: always have a fallback solution in case a sensor fails or the user refuses access. Avoid making those capabilities the only options for those functions (unless you are building a map app that relies on geolocation).
This is the end of a series of two really long articles in which I’ve given you some general UX and usability advice and best practices. In the end, what matter are your form and your users. Some things described here might not even work specifically for your users — who knows? So, whatever you do, don’t take my (or Luke’s) word for it. Test it, with real users, on real devices. Measure it. And test again. Do some user research and usability testing. User experience is not only about best practices and magic recipes that you copy and paste. You need to adapt the recipe to make it work for you.
So, in short: Test it. Test it on real devices. Test it with real users.
(lf, ra, al, il)