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All forms should have a clear and meaningful title in Cell A1.

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Warning

This form does not have a title. Students who use screen readers may struggle knowing what the content in the form is about. They may not know the worksheet is a form at all. Always include a title to give them a prompt or queue to know what they are supposed to see.

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A form without a title.Image Added
Tip

This form has a title. Now the student will have an easier time figuring out what the form is about.

Example of an accessible form with a title and instructions on filling out the form.Image Added

Another thing to keep in mind is that all forms should be placed on separate spreadsheets.

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Warning

This worksheet has two forms. The key to accessibility is to make this content easy to navigate and understand. The two forms make it very difficult to get around. Screen readers will also not recognize two forms next to each other, so it is best to leave them on separate pages.

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A spreadsheet with two forms on one sheet.Image Added
Tip

This worksheet has only one form per page.

A spreadsheet with one form on each sheet.Image Added

Section 6.2: Form Design

When designing a form, you need to keep the following rules in mind. The first rule is that you need to use simple designs for forms that are not overly complicated.

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Rule 1: Use Simple Designs for Forms that are not Overly Complicated

Warning

This form is made in a very complex format. This format and many others like it would confuse readers. Screen readers would also have a hard time conveying the information because three columns split into six. People with low vision would struggle to understand the categories and the different data in each one.

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An inaccessible table for a restaurant complaint form in a complex format.Image Added
Tip

This form is made in a much simpler format and contains the same information.

A Restaurant Complaint form in a simple format with no extra header cellsImage Added

Rule 2: You

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Should Include Instructions on How to Navigate and Complete the Form

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Rule 3: Every

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Form Input Field must have a

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Label or

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Instructions Visible on the

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Screen. Input

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Cells Must Also be Next to the

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Cell Containing the

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Question or

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Description

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Rule 4: Input

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Cells should be

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Shaded to make them more

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Visually Discernible using a

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Color other than

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Yellow

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Rule 5: Do

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Not Leave Any Cells Blank

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Rule 6: Consider

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Adding Contact Information to the

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Form

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Section 6.3: Data Validation

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  1. Choose a category you want an alert to appear for.

    Data Validation without Alert Example.png
  2. Go to the Data Tab, then click the Data Validation Button.

    Data Tab in Microsoft Excel.Data Validation Button with a green checkmark and red sign.
  3. In the Data Validation Settings Tab, change them to suit your needs. In Error Alert, type in a clear message on what has to be changed in the file in order to continue with the page.

    Data Validation box with settings tab open.Data Validation Box with Error Alert tab open.
  4. If the wrong information is typed into the box, your warning should appear.

    Microsoft Excel warning asking to enter a valid date of birth.Image Removed
Info

Now we have an error for birthdates. If someone types in a date before or after our age limit or an inaccurate date, they will be alerted. Remember, if an input field is required, the user must be alerted.

Microsoft Excel warning asking to enter a valid date of birth.Image Added
  1. Finally, make sure that if you have fields that are required, you need to add an alert to the reader so they know how many input fields they need to fill.

    A military registration form with no indication that all fields need to be filled.Image Removed

Warning

This form does not have any hints or indications that all the fields need to be completed. Readers may get confused if they have to fill the whole form or not.

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A military registration form with no indication that all fields need to be filled.Image Added
Tip

This form tells the reader that all fields must be filled to submit the form.

Registration form with an indicator that all fields are required to be filled.Image Added

Section 6.5: Form Controls and ActiveX Controls

While form controls like buttons, and check boxes are really cool to use, the are not ideal for accessibility. Most controls require users who can only use keyboard to go through a huge number of steps. Sometimes it can take a very long time for a person to check even one box. This must be changed. Instead of making check boxes and buttons, try creating a more accessible way for information to be submitted. One example is a dropdown menu. Another is to have the user type the information after being given a few choices.

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Warning

This form has a bunch of check boxes to choose from. While this my look simple, it is actually very hard for people with disabilities to use them. It is especially hard for people who can only use keyboards as there are many steps needed to check the box.

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A registration form with check boxes.Image Added
Tip

This dropdown menu is a more accessible approach that is much easier to use.

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A form with a dropdown menu for Marital Status. Single is selected from the menu.Image Added
Tip

Another option is to type out the options then have the readers type in their answers.

Form for Marital Status has a number of choices. (Single, Married, Divorced, or Widowed)Image Added
Info

Another good thing to add in forms is a “Clear Form” Button. These buttons will clear the form instantly with one click.

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