Important reminder that #ReplaceInfoPath and #ReplaceNintex is more than just converting the user experience to another platform like Lightning Tools Lightning Forms, skybow Forms, or #PowerApps. Data and Records Management are equally (or more) important considerations. #SharePoint #SharePointOnline #M365 #SharePointForms
#TrueStoryTuesday #ReplaceInfoPath and #ReplaceNintex conversation today with a prospective customer after a Kudzu Software demo and some Q&A. Customer: this is really slick, but my team thinks they can convert our InfoPath and Nintex for SharePoint forms to Power Apps by hand. Me: they absolutely can, so it's really a question of having enough time and resources to do it...and, as necessary, knowing how to convert the data and making sure the end result keeps your business compliant. Customer: what do you mean by "convert the data and keep compliant"? Me: the FORMulator says you have a few hundred InfoPath forms deployed to form libraries and another hundred Nintex forms with repeaters. The form libraries are just a bunch of XML documents that will need to be converted to items in one or SharePoint lists or rows in one or more Dataverse tables. The Nintex forms with repeaters will have one or more XML fragments stored in hidden fields that will need to be extracted and written out to child SharePoint lists or Dataverse tables. Me (cont'd): And then you have to make sure anything you do meets your highly-regulated org's records management/retention policies, meaning do you need to maintain a digital record, beyond just the data, of all those filled out forms? Put more simply, imagine getting a records request from legal or compliance and all you have to give them is an XML document. Customer: silence. Me (after waiting 15-20 secs): I mean your team can do all that by hand or write some scripts or crack open a code window like we did, but you're in for a bumpy ride. Customer: you gave us a lot to think about, let us discuss internally and get back to you: Customer (less than an hour later): can we schedule another session to discuss next steps? Me: 😎 #SharePoint #PowerApps #SharePointForms #InfoPath