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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.

A form without a title.Image Removed

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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 Removed

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.

A spreadsheet with two forms on one sheet.Image Removed

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Tip

This worksheet has only one form per page.

A spreadsheet with one form on each sheet.Image Removed

Section 6.2: Form Design

When designing a form, you need to keep the following rules in mind.

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

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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.

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

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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 Removed

Rule 2: You Should Include Instructions on How to Navigate and Complete the Form

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

    Military Registration Form with the Date of Birth fill in section highlighted. There are instructions next to it in a yellow box.
  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. Date restrictions are set between October 4th, 1994 and October 4th, 2006.Data Validation Box with Error Alert tab open with a message saying your date of birth is outside of our age limit.
  4. If the wrong information is typed into the box, your warning should appear.

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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 saying that your date of birth is outside of our age limit.Image Removed

  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 Added
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.

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

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Tip

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

A military registration form with the text All fields are required in bold text.Image Removed

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.

A registration form with check boxes.Image Removed

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Tip

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

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

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Tip

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

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

One exception to the rule on using buttons is that you are allowed to make simple ones that run a macro. A good example is a Clear Form button. The Clear Form button will clear your form and is accessible for users using screen readers or only keyboards

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Click Insert, and in the Form Controls section, click the Form Control button.

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Click and drag in cell B1 to create a button at a size you want.

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The Assign Macro box will appear, click Cancel.

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Now double click your button and type “Clear Form.”

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Now that your button is made, we need to assign a macro and use some VBA code to make the button perform an action. To do this,

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Go to the Developer Tab and click Visual Basic.

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In the Visual Basic box, click Insert and choose Module.

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In the text box, type in the code for your button.

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  1. In the code, it says “Are you sure you want to clear the form?” This is in the code because a person can read “Clear Form” and know what it is. But a screen reader will not be able to read the Clear Form button. Just that a button is present. This question will be read by the screen reader and will alert the reader.

  2. Be sure you made changes to the code if you need it. For example, changing the range to reach your whole form.

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When you click the button, the question will pop up. If you answer “Yes”, the form will be cleared. If you answer “No,” nothing will happen.

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Right click your button and click Assign Macro in the expansion menu.

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In the pop-up box, click the Clear Form Macro and click OK.

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Go back to the Developers Tab and click on the Macros button.

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In the pop-up box, click the Options button and change the short cut to Control + Shift + C.

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  1. Clicking those buttons in that order will allow students who only use keyboards to use the macros and clear the sheet.

To fulfill accessibility requirements, add instructions to cell A1 on how to use the Clear Form button.

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Section 6.6: Locking and Protecting

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