Accelerating WFFM-to-Sitecore-Forms Migrations with the WFFM Conversion Tool and Content Export Tool

Sitecore Web Forms For Marketers (WFFM) was officially deprecated with the release of Sitecore XP 9.1, replaced by Sitecore Forms. While this was no issue for brand new website development, this was a huge pain point for Sitecore users who currently had an 8.2 or lower site and wanted to upgrade to Sitecore 9. Sitecore offered no out-of-the-box solution for migrating WFFM to Sitecore Forms, so the only option was to manually recreate all WFFM forms as Sitecore Forms. Now, I have a few clients whose websites are largely form-driven and as such, they have hundreds of forms, and manually recreating every one posed a tedious and time-consuming task. Fortunately, there are two modules that now exist that can make form migrations a breeze: the WFFM Conversion Tool and the Content Export Tool. I’ll explain what each does, and how we used the two together to drastically accelerate a site migration.

The WFFM Conversion Tool, created by Alessandro Faniuolo, is an open source console application that automatically converts WFFM forms in your old solution into Sitecore Forms in your new solution, and migrates the form data as well so that previously collected data is not lost. I won’t go into extensive detail here, but you can read more about it on his blog. The important thing to know is that is that if you’re upgrading to Sitecore 9.1+ and need to migrate forms, this is the tool to use.

However, your new Sitecore 9 forms may not be quite finished yet, and this is where the Content Export Tool comes into play. If you’re converting WFFM to Sitecore 9 forms, there may be some style or formatting changes you need to make, such as adding new CSS classes or making structural changes such as wrapping field items in form sections.

The Content Export Tool’s Import feature can be used to modify the CSS classes on hundreds of form items in a matter of minutes. You can read the full details on content importing here, but here’s the short version of how to modify the fields in bulk:

  1. Run an Export to get all form items with the Css Class field. This is a very simple export: just set Start Item to “/sitecore/Forms” and Fields to “Css Class”
  2. Open up the exported CSV file and fill out the Css Class column to set the class on every item you need. You can delete line items you don’t need to update, but you can also just ignore them — if the Css Class isn’t changed, then no change will be made in Sitecore, so there’s no risk to including lines that haven’t been modified.
  3. Run the Content Import with Update selected.
    import css.PNG
  4. Publish your forms — or, if you checked off “Publish changes” before you ran the import, you’re already done.

As you can see, setting Css Classes in bulk is super easy. Making structural changes is a bit more complicated. For this example, we need to wrap one specific form field, the Name input field, in a Section.

  1. Run a content export to get all of the Input field items under /sitecore/Forms, with ALL of their field values:
    1. Start Path: /sitecore/Forms
    2. Template: /sitecore/templates/System/Forms/Fields/Input
    3. All Fields: true

      output
      An example of the exported CSV data
  2. Now you need to do some Excel work. Modify your CSV file to get rid of all of the line items you don’t want. In this case, I want to wrap every Name field on every form in a section, but I don’t want to modify anything else, so I’m going to modify my CSV to get rid of every line where Title does not equal “Name”. I did this by sorting on the Title column A-Z, and then deleting all lines above and below those where Title = Name, but I’m not an Excel expert so there are probably easier ways to do this.

    filtered.PNG
    Modified CSV. In this example I don’t have a ton of Name items, but let’s pretend there are a lot more lines here.
  3. Create a new CSV file.
  4. Copy the Item Path column from the export to the blank CSV.
    item path.PNG
  5. On every row, remove the last part of the item path (e.g. “/sitecore/Forms/SignUp/Page/Name” > “/sitecore/Forms/SignUp/Page”
    updated path.PNG
  6. Add the Template and Name columns and fill them out. Template will be “/sitecore/templates/System/Forms/Fields/Section” but Name can be anything
    template and name.PNG
  7.  Now you’re ready to run the Import. Save and upload the new CSV and select Create.
  8. Now we’re going to create another new file. This time, copy all of the contents of the original file (we still want to keep our original file intact for our final step).
  9. Modify the Item Path on every line – we’re going to replace the last part of the path, which is currently our Field item name, with the new Section item name.
    updated paths.PNG
  10. Add the Template and Name columns. Template is “/sitecore/templates/System/Forms/Fields/Input”; name can be anything, but I’m just going to call them all “Name”
    template and name new.PNG
  11. Run the import. We’re using Create again. This will create all of our new Name Input items under our new Section items, and will populate all of the field values to match the original Name input items.
  12. Lastly, we need to delete the old Name input items. This is why we kept our original export CSV unchanged – because it already has the full list of item paths we need to delete. If you modified this file directly and changed the paths to do the second import, that’s ok, you just need to repeat steps 1 and 2 to recreate the CSV with all the original items paths, or modify the paths again to set them back to the original paths.

    Upload your CSV with all of the original item paths, select Delete, and run the import
    delete.PNG

  13. Review your changes and publish your forms.

The limitation of this process is that you can’t control where under the parent the Section item gets created, and if you have multiple field items, it’s likely that the Section won’t be placed in the same position where the Name field was (it will likely either be created as the last item under its parent, or put in alphabetical order). So, you’ll want to go through your forms and move the new Section item to the correct position as needed.

Here’s a testimonial from my colleague Matt Richardson, who used the processes above to save a ton of time and work in a site upgrade — he’s the one who figured out how to use the tool for the item-wrapping process and shared his method with me.

I used the Content Export Tool to update field values quickly on over 80 Sitecore forms and their sub-items. Multiple different value changes needed to be made to hundreds of fields over more than 80 forms. The Content Export Tool was exceptionally useful in this scenario because a specific set of fields and their values, tied to the value of another field on the item, needed to be updated where updating Standard Values would’ve updated all of them. We were looking to apply CSS classes to this specific subset of Forms items. I was able to use the filters available on through the tool to target just the items I needed to change, export just the field values I needed to change, update the values quickly in the CSV, and then upload the updated CSV to update the field values for all those items. Doing the change by hand would’ve required at least several hours and greatly increased the risk of a mistake. I subsequently used the tool to make structure changes to the forms. We had a specific Form field type that needed to be wrapped in a Forms Section. I used the tool to create the new sections (create), create duplicate items under the new section (move), and remove the old items (delete).

The WFFM Conversion Tool and the Content Export Tool are both available on the Sitecore Marketplace and Github. If you’ve found them helpful, please rate them on the Marketplace; if you found a creative way to use the Content Export Tool that I haven’t previously discussed, please share it with me!

WFFM Conversion Tool:
Github
Sitecore Marketplace

Content Export Tool:
Github
Sitecore Marketplace