Accessibility Checklist for Gravity Forms

Introduction

What steps do I need to take to create an accessible form with Gravity Forms? 

These questions can seem daunting when you are starting work on your project. The good news is that Gravity Forms is built to comply with WCAG 2.1 AA, the global standard for web accessibility. This article takes you through some settings and form fields to help educate you on what to use (and what to avoid) to move your particular form toward the best possible outcome for all users.

This is a checklist written to help you check your forms quickly and easily. For more information about the “why,” please read the accessibility documentation in the Knowledge Base.

Limitations

This checklist is an aid to help you make your form as accessible as possible, but it does not guarantee accessibility.

There are several external factors that can affect accessibility, and some areas of accessibility research differ in their views of exactly what is needed, but this article will help you lock down some of the most common settings and options that can affect accessibility. If you have strict compliance requirements, we recommend you bolster the knowledge provided in our documentation with the expertise of an accessibility consultant or advisor. That’s what we did!

Additionally, note that form elements from plugins are not included in this checklist, such as those added by the Gravity Forms payment add-ons.

This checklist was written for Gravity Forms 2.5, and we will look to periodically update it when there are accessibility improvements or changes in the forms.

Your WordPress Theme

First, a word about the WordPress theme you are using. The color contrast between the text and the background is important. Your visitors must be able to read the content in a form. 

Gravity Forms ships with its own stylesheet (CSS). The color contrast is optimized for a white background color, but your theme may have a darker background color that makes text unreadable when you use the Gravity Forms stylesheet. Check the color contrast ratio between the text and its background. It is recommended that the ratio be 4.5:1 or higher.

Depending on your theme, it may be possible to adjust or overrule some of the CSS using the customizer, or in the CSS of your theme. If needed, discuss options with your site developer or contact the theme provider for advice.

General Settings

Go to the Gravity Forms settings page under Dashboard > Settings and set:

  • Output Default CSS: “On”.
  • Output HTML5: “On”.

NOTE: These settings were removed from the Dashboard > Settings page in recent versions of Gravity Forms and may not be visible in your installation. If the settings are not visible, HTML5 markup and CSS output are already enabled.

Form Settings

For a newly created form, go to the Form Settings tab and check the following settings that are important for accessibility:

  • Label Placement: “Top aligned”
  • Sub-Label Placement: “Above Inputs”.
  • Validation Summary: “On”.
  • Required Field Indicator: Ensure the option to show a required field indicator is selected.
  • Form button: Choose “Text”. Use descriptive text.
  • Form button Conditional Logic: Do not enable conditional logic
  • Enable legacy markup: “Off”.

Form Fields To Avoid

The following field types can create accessibility issues and are not recommended for use in an accessible form.

  • Multiselect (reference)
  • Datepicker: use Date Field or Date Drop Down instead. (reference)
  • HTML blocks with text that contain essential information.
  • Section breaks with text that contains essential information.
  • reCAPTCHA V2: for an accessible alternative, use the honeypot action, as found in the form settings.

Field Settings

The form fields settings can be found in the right hand sidebar when you create or edit a form. If a setting is not mentioned here, it has no known accessibility issues. 

General

  • Field Label: Always complete the Field label and explain clearly to the user what needs to be filled out.
  • Input mask: do not use an input mask. Leave that box unchecked.

Appearance

  • Field Label Visibility: Always use a visible label, and never hide it.
  • Sub-Label Placement: above input.
  • Custom Validation message: if possible, write meaningful to-the-point custom error messages. 
  • Enhanced User Interface: do not enable the enhanced User Interface for dropdowns.
  • Multi-File Upload: Do not enable Multi-File Upload with the File Upload field. Using a single file upload is okay.

Advanced

  • Rich text Editor: Do not enable the Rich text editor.
  • Autocomplete: Enable autocomplete for name, address, and email fields. The default fields for these fields have the autocomplete values already filled out. 

Adding a form to a page

Add the block for a form to the page and select the block settings:

  • Form settings: enable the Form Title.
  • Advanced settings: do not set a positive tabindex. Keep the tabindex value -1. This means that no tabindex will be set.
  • Do not add more than one of the same form to a web page. Each form on the page must be unique.