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Step by step in-context guidance for users filling out complex forms

By Asif Rehmani
Updated July 26, 2024

Filling out forms for a variety of purposes is a daily way of life for all end users. I have seen people struggle with filling out complex forms, hosted on SharePoint, all the time. Then of course, You, the SharePoint guy or gal gets the call to help the person. Just because the form is hosted on top of SharePoint, you become responsible for supporting the users on it as well. There is a better way...

Instead of helping end users ad-hoc when they are filling out these forms, there is a better way. It takes literally a few minutes to create a Walk-Thru using VisualSP Online so the user would then have step by step in-context guidance when they are filling out the form.

Guidance-filling-forms

 

Check out the entire demo here of how the end Walk-Thru looks and how easy it is to create your own:

 

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Stop Pissing Off Your Software Users! There's a Better Way...

VisualSP makes in-app guidance simple.