SHIMO FORMS · PRODUCT DESIGN

From the whole journey to every question.

Two perspectives shape one experience: making the path, status and interaction of a form clear.

Explore the design process
Form editor · workflow, content and question types

Product understanding & method

Understand the journey. Then the questions.

Forms follow a relatively clear sequence. I distinguished creators from respondents, then connected their main journeys with the actions around each question to build a product-specific interaction framework.

Two roles form the main journey.

Creators build, design, publish and collect responses. Respondents access, complete and submit. Publishing and submission connect the two journeys.

Creator and respondent journeys

Each stage is grounded in questions.

Questions make up the form. Adding, editing, logic and settings operate around them. Checking both the journey and its questions connects the whole experience with its details.

Main journey and question structure

From method to solution

Use the journey to turn goals into design decisions.

After aligning on goals with product, I mapped actions, user needs, interaction and visual issues for creators and respondents, then narrowed the analysis into concrete design tasks.

01

Improve efficiency and experience

Examine friction in creating, editing, publishing and completing a form.

02

Connect forms with spreadsheet data

Consider how collected responses enter the analysis workflow.

03

Support discovery across the suite

Consider feedback and next steps after submission.

Journey analysis · full creator and respondent maps

Design improvement A

Make the workflow visible and editing easy to follow.

The original workflow progressed through separate function buttons, making the overall path hard to see. I exposed navigable stages and used labels to clarify the current state.

01

Where am I in the process?

Persistent stages organize structure, design, collection and analysis into a continuous path that people can navigate freely.

Main workflow navigation
02

Is this form collecting responses?

A separate label communicates collection status, independently of the content being edited.

Collection status
03

Have my changes been published?

An inline notice identifies unpublished changes, with publishing in the toolbar, so creators can distinguish current edits from the version respondents see.

Publish action and unpublished-change notice · editor detail

Design improvement B

Different settings. One familiar structure.

Settings share a navigation pane on the left and content on the right. Submission restrictions, scoring and collection groups use the same organization, helping people locate and understand each setting.

Submission restrictions · navigation and content
01

Stable navigation

Make categories and the current location visible.

02

Content follows the task

Accommodate different parameters and actions in the same structure.

Answers and scoring · the same structure for question settings
Collection groups · navigation organizes groups; content shows members

Design improvement C

Make every question feel part of one system.

From question cards to input, selection and supporting panels, I aligned visual hierarchy and interaction patterns. Components differ by task while sharing a consistent structure.

Question cards

A consistent structure for titles, descriptions and answers.

Choice · question card
Rating · question card
Text input · question card
Signature · question card
Rich text · content editing

Controls and supporting panels

Extend the same rules to selection, date entry and menus.

Answer validation and scoring feedback
Cascading selection
Date selection
Question menu
Option menu

Reflection

A clear path holds the experience together.

Starting with the linear structure of forms, I connected the two roles, the main journey and its questions. That analysis informed the workflow, settings and controls, providing an interaction framework for future iterations.

Connecting form data with spreadsheets and supporting product discovery were product goals. The designs shown here cover the workflow, settings and controls.

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Project Sheet

From individual answers to connected tasks.

Flow diagram