Forum Discussion
Sensitive Financial Data
- Mar 09, 2021
BrettWooten this will almost certainly not be possible with Microsoft Forms which has a "Personal and Sensitive Data" filter which prevents the form being saved if Microsoft's algorithm thinks the data is personal or sensitive which banking information definitely is.
Rob
Los Gallardos
Microsoft Power Automate Community Super User
BrettWooten have you found a solution for capturing bank data? I'm in the same boat here, trying to create good solution to capture info for performing credit evaluations. I have not heard of or used JotForms and would also like to stay using the MS platform. We use Nintex here and will most likely use that for creating forms, was hoping there was an 'easy button' for capturing this stuff. We also have a few DLP policies in place to help identify this content. I have not tested using MS Forms yet, but will be in the next couple weeks. I did see a couple forums talking about the Security and Privacy in Microsoft and how they might block users and content when filling out forms based off of some algorithm that was mentioned in this thread.
Thanks all and appreciate the feedback!
- BrettWootenApr 15, 2021Copper Contributor
Peter McKeever We ended up using Jot Forms and I hate to say that. Not that there is anything necessarily wrong with Jot Form, its just I wanted to keep the solution in a Microsoft tool. And I wasn't sure what would happen if I tried to deploy in Forms.
Moving forward I'm looking at PowerApps Portals as a potential solution.
- Peter McKeeverApr 15, 2021Copper ContributorRoger that, appreciate the response. I'll take a look at JotForms. I've started testing using PowerApps/PowerAutomate with SharePoint for some solutions. Thanks again though!