Formik to React Hook Form Migration Guide

Note

2 years after the previous Formik release and not long after the release of this guide, Formik released new versions. It appears that there is some renewed Formik development and maintenance activity for now. Rather than re-writing the contents of this guide, simply know that it may now sound alarmist. So long as Formik continues to release dependency and compatability updates, it remains a viable choice.

For those wishing to migrate away from Formik to React Hook Form anyway, this guide is still relevant to you.

A guide for migrating projects from Formik to React Hook Form.

This guide will contain a lot of links and references to other libraries and documentation, but few code snippets of its own. This is simply a maintenance choice, knowing that the JS ecosystem moves fast, and it is always best to reference official documentation. This guide is intended to work best if viewed in conjunction with linked documentation, examples, and of course your own application code.

TL;DR

Migrating away from Formik appears to be a necessary eventuality. React Hook Form is an excellent alternative with similar features and patterns, making migration less painful than you might think.

The following badge will show if there are known security vulnerabilities in the Formik library, which is a strong signal that your migration should be a priority.

Known Formik Vulnerabilities

If not, it is still recommended to familiarize yourself with the migration process and begin formulating a plan to migrate.

Table of Contents

Why?

Formik is unmaintained with the last version, at the time of writing, published over 2 years ago. It is only a matter of time before the project is more detrimental to include as a dependency than it is helpful. There may even come a time when Formik is no longer compatible with modern versions of Node, React, or other meta frameworks.

React Hook Form has surpassed Formik in popularity based on npm download statistics. While the JS ecosystem is certainly volatile, and the future of any library will always involve some degree of uncertainty, React Hook Form is actively maintained.

If you weren't already convinced, A maintainer of Formik has suggested not using Formik going forward, and instead recommends React Hook Form.

When?

Now is the time to formulate your plan.

Now is also the best time to start the work.

Use this guide to estimate the effort and impact of the migration for your use case. Migration should start before the need is urgent. Swapping this library out while there is an urgent blocker, be it compatability or security concerns will be a stressful, painful, and largely unrewarding experience.

How?

This is what you're probably here for. Unsurprisingly, the answer is "It depends".

Your plan of attack should start by assessing two things:

  1. Where is Formik currently used?
  2. How is Formik currently used?

1. Where is Formik used? - Why does it matter?

If you have an application where Formik web forms are only a small portion of your application, congratulations, you're going to have a pretty easy time with this migration! You could be looking at a scale of days or within a single sprint.

If your application is heavily form based, involves complex, dynamic, multi-step/multi-page forms... take a deep breath, it's going to be fine, but will require a more nuanced approach to minimize conflicts and regressions.

2. How is Formik used? - Why does it matter?

There are two ways Formik is predominantly used, one of which will hopefully match what you see in your own application.

  1. Using components like <Field /> to wrap your form inputs.
  2. Using custom components that implement hooks like useField().

You may even see both in your application, especially if it was developed over long periods of time and/or by different folks. One is not necessarily more difficult to migrate than the other, as React Hook Form offers near-equivalents for both cases. Knowing which documents to start with is half the battle, so let's get you pointed in the right direction right now.

  • If your forms use <Field />, you're going to register them with React Hook Form's top-level useForm() hook.
  • If your form components implement useField(), you're going to use useController() instead.

ℹ️ A full list of equivalent utilities can be found in the glossary below.

Of course when implementing a new library it's also a good idea to get a feel for all the functionality available by scanning the rest of the documentation as well. React Hook Form's Get Started documentation is a great entry point.

Strategy

By now you've taken stock of how much code is impacted, and you have a general idea of where to start based on how you use Formik. What may not be obvious is how you should start, and what the migration looks like. Is it one PR? A long-lived branch accompanying regular development? An epic-sized effort spanning several sprints and multiple PRs?

All great questions. And the answer is, again, "It depends".

This guide isn't going to make recommendations on branching strategy, to not conflate the two, but its worth mentioning that your team's branching and delivery strategy may impact your approach. Since Truss prefers incremental delivery on Agile teams, this guide will favor approaches that work under that framework.

In general, it is best to migrate, test, release, and test some more the smallest piece of your application's form infrastructure first. Breaking down the migration into manageable chunks is key.

Keep the following in mind while breaking down the effort:

  • Formik and React Hook Form can coexist within the same application, but it is not recommended (and my not be possible) to use both within the same form, depending on your implementation.
  • Form components can only be effectively controlled by one form library. It is not recommended to attempt to contort your existing form components so that they can be used within the context of Formik and React Hook Form.
  • The test coverage of individual form components, as well as the forms themselves, and the end-to-end flow involving affected forms will directly and proportionately increase your confidence in the changes being made.
  • Tests that are written for Formik-based pieces of the application should be agnostic of the form library choice, and therefore should not need to change outside of setup (context providing components and mocking, potentially) in unit tests.

Given the context and constraints provided up until this point, and a little experimenting of our own, the ideal chunks we recommend evaluating are:

  • Increasing test coverage to 100% (or as close as is pragmatic, knowing each untested path or permutation increases the chance of leaking regressions), of component unit tests, and end-to-end or integration tests that exercise the form portions of your app.
  • Build React Hook Form components equivalents to your current Formik-aware form components.
    • Applying existing component tests to the new components is a great way to get an early feel for compatability, before making user-facing changes.
  • Replace each Formik form (or form page in a multipage form) with a React Hook Form equivalent.
    • Start small, simple, and low risk to build confidence with React Hook Form while learning which pieces are trickier or more time-consuming to better inform the refinement of the rest of the migration effort.
    • Consider that migrating a form is blocked by first migrating the form input components. If you have a form with only one or two types of inputs (e.g. Text input and Radio input), you can enable parallel work streams by writing the React Hook Form versions of those components, and begin migrating a form while other members continue with the other components.

Some high level user stories for this effort might be:

  • For each type of form component used:

    As an engineer, I want a React Hook Form compatible USWDS { TextInput | Dropdown | Multiselect | Radio | Checkbox } component so that I can insert it into React Hook Form controlled forms.

  • For the first form migration:

    As an engineer, I want the "contact us" form to use React Hook Form instead of Formik so that the team has a standalone example of migrating a user-facing form while making progress on the app-wide migration.

  • For any remaining forms:

    As an engineer, I want the { "log in" | "sign up" | "application" } form to use React Hook Form so that continued progress on the app-wide migration is made.

  • To complete the migration effort:

    As a product owner, I want the Formik dependency and all references removed from the application so that we can consider the migration complete, and not worry about Formik related incompatibilities or vulnerabilities.

Migration

By now you should have your Agile mise en place at the ready. You've evaluated your circumstances and broken down at least a few chunks of work, even if just exploratory. What that looks like will be completely up to you, your team's process and prioritization, and the forms that need to be rebuilt. Hopefully you've taken the advice in the earlier sections of this guide and focused prioritization and refinement on the smallest, least complex, and lowest-risk form first.

Test Coverage

The rest of this guide assumes you've amped up test coverage wherever it might have been lacking, so we won't go into detail here. Do it if you need it. You'll thank yourself later.

Form components

First thing's first, you'll need all the right building blocks to replace your first Formik form. Remember the "how" we talked about before? This is a step you can skip if your form inlines all the inputs with the Formik <Field /> wrapper.

Since many Truss projects use ReactUSWDS with Formik, we often create reusable custom components that implement Formik's useField() hook. The rest of this section will detail how to create a React Hook Form equivalent that you can use to rebuild your form. If you want to skip ahead and see what such a component built with React Hook Form might look like, check out this one and the corresponding unit tests in our Unemployment Insurance Modernization Demo repository. This repo also contains a sample diff of a custom Formik text field being converted to its React Hook Form equivalent.

Since the form library that these components use is probably an implementation detail, start your component migration with the following goal in mind:

I should be able to update my form component's import to the React Hook Form version instead of the Formik version in a React Hook Form controlled form, and nothing else about my JSX/TSX markup related to this component should need to change.

If you can stick to that goal, your existing unit tests will largely be transferable, and the migration of parent components that implement your form component will be straightforward:

  1. Create a copy of your custom Formik-aware component
    • Follow your project's naming and organizational conventions.
    • Know that the Formik-aware component should be removed when the entire migration effort is completed (see Cleanup for more details).
  2. Use the Migration Glossary to evaluate which Formik utilities will need to be replaced, and what to replace them with.
  3. Whether you choose to take a TDD approach or not, setting up your unit tests to run against the React Hook Form version of your component is the fastest way to create a tight feedback loop on your progress.
    • It is recommended to do this as soon as you are able to.
    • Understandably, especially if context providers and mocking are involved, and you are new to React Hook Form, you may not be able to do this confidently.
    • If you use Storybook, it can also be a great way to manually sanity test your component with a reasonable feedback loop.
  4. Replace Formik hooks and utilities with the React Hook Form equivalents, extract the necessary return props, and ensure they are properly wired into your resulting markup.
  5. Once all Formik references have been removed, iterate on your tests and the component as necessary until all tests pass.

Forms

At this point, you should have all the building blocks ready to rebuild your form. It's time to implement them.

If you want to skip ahead to what a complete React Hook Form implementation with custom components, schema validation, and dynamic, conditional rendering looks like, check out this example from our Unemployment Insurance Modernization Demo repository.

Similar to the Component Migration section, let's set a goal:

I should be able to update my form implementation from Formik to React Hook Form without perceptible differences to users, or interaction based tests.

  1. No matter how your form is built, you'll need to start with React Hook Form's useForm() hook. At this point you'll set up your initial/default values, schema validation, default behaviors, and submit handlers.
  2. Register your fields with React Hook Form.
    • If your form uses inlined inputs with the Formik <Field />, use the useForm() register utility instead. Depending on the complexity of your form, that may be all you need to do!
    • If your form uses custom components, update your imports to point to the React Hook Form versions you created in the previous section.
  3. If your form needs to be aware of realtime user entry, rather than on submit (e.g. conditionally hiding, showing, setting, and/or clearing fields) set up watches with the useWatch() hook.
  4. Start relying on your feedback loops by updating and running your unit tests.
    • If you use Storybook, this is also a good time to start manual smoke testing.
    • You may also want to try running the app at this point and begin manual smoke testing
  5. Continue updating your form and corresponding tests if needed (probably predominantly context providers or mocking), until all unit tests pass.
  6. Ensure your relevant user flows still work with integration and/or end-to-end tests, and manual testing.

Cleanup

  1. Remove your dependency to Formik. 🚮
  2. Remove any references to (now hopefully unused) Formik-aware code.
  3. Release and deploy a new version of your project free of Formik at last.

🎉 You did it! Cheers to you! 🎉

Migration Glossary

Below is a list of equivalent or near-equivalent utilities. Did you encounter one that's missing? Please open a PR to this guide and add it!

Formik React Hook Form Additional details
<Formik /> useForm() If you were using <Formik /> as a context provider in your tests, consider <FormProvider /> to do the same with React Hook Form
useFormik() useForm()
withFormik() useForm()
<Field /> useForm()'s register utility
useField() useController()
useFormikContext() useFormContext()
useFormState()
useWatch()
useFormContext() provides access to everything that your top-level useForm() hook provides. This is where most of your utilties are for imperatively interacting with the form.
useFormState() provides meta information about the form's current state (like touched state, errors, submitCount, validation status, etc.
useWatch() enables realtime access to a field's value (see rendering for more details)

There are a lot of hooks, components, utilities, terms, and techniques in each of these libraries. React Hook Form can get much more advanced than this guide covers. Make sure to check out official documentation for TypeScript support if you use it, and advanced techniques if your use case isn't covered in this guide.

Key Differences

Naming

React Hook Form gets a little more specific about naming than Formik's generic, self-described "Formik bag", some subset of which is provided by various Formik utilities. With React Hook Form we found there were more incidents of naming conflicts with properties and functions like name and onChange. When aliasing the React Hook Form provided properties and functions we found it useful to prefix with hookForm (e.g. hookFormName or hookFormOnChange).

If you aren't already aware, "React Hook Form" is a bit of a mouthful, and also a keyboardful (which my fingers are currently keenly aware of as this is the only section of this guide where we don't spell out the entire name). Shortening references to "Hook Form" or "RHF" is recommended. Pick a convention and go with it, no one will blame you.

The two libraries use similar, but not identical, terminology to reference the same concepts (e.g. Formik's initialValues vs React Hook Form's defaultValues).

Rendering

Where Formik renders liberally by default, React Hook Form is optimized for fewer re-renders. When it is important to know the realtime value of a React Hook Form managed field, React Hook Form's useWatch() will enable that for you.

Form validation

React Hook Form supports native validations for only the simplest (but likely most common) validation rules.

If you're reading this guide, your project likely uses Formik in combination with a validation library like Zod or Yup. Fortunately, React Hook Form also supports schema-based validation with popular libraries. If you're already using one of the supported validation libraries, simply plug in your existing schema.

Submission

Where Formik provides insight into the magic encapsulated in its form submission process, React Hook Form is a little less explicit in this area.

Formik uses a single submit handler callback during submission. React Hook Form separates the SubmitHandler (the callback to run on submit with no validation errors) from a SubmitErrorHandler (the callback to run on submit when validation errors occur).

The structure of the submitted values object is fortunately identical to that of Formik, so everything downstream of your form should have no reason to change.

Validation Errors

One of the nicest features React Hook Form offers is a ref to each input in error (and a default behavior of focusing the first one), allowing vastly simplified programmatic navigation to fields in error, particularly useful for longer, single-page forms.

ℹ️ The "first" error is not necessarily the first to appear in the DOM, as React Hook Form has no awareness of render order. Custom logic may be required (as it would be with Formik) to find the element with the highest position, if desired.

User Event Tests

The Javascript ecosystem moves fast, much faster than this guide will be updated. Hopefully by the time you are reading this, this is no longer an issue.

At the time of writing, note that interacting with React Hook Form fields using React Testing Library and User Events will likely cause you to see a greater incidence of the dreaded Warning: An update to YourComponent inside a test was not wrapped in act(...).

This is the one area that has been trickier to resolve than with Formik, and ultimately unsatisfactory. For now know this: You will have to break a testing library best practice in order to silence some of these warnings, and it will feel bad to do so.

This discussion will have more up-to-date information than this migration guide, please look there for answers. This comment in particular is a sign that it might not be you or your tests that are problematic. You might need that redundant act block after all.

Disclaimer

If React Hook Form has changed enough that this guide is no longer a helpful reference, it's more than likely far beyond prudent timing to have completed your migration away from Formik.

To any readers this statement applies to: Hello, and condolences.