Cloning an app... or making a "read only" user that can see forms editor

Hi – two questions. First I’ll ask the one for which I’m pretty sure of
the answer:

1-- Is it possible to create a web user that is able to make their way into
the forms editor and observe all the fields and configurations… BUT is
unable to write changes to them? A sort of “read only observer”… I am
guessing not, but maybe I’ll be surprised…

2-- Can you tell me what the most direct method would be to make a "clone"
of my, quite large commcare app, so that either I, or a colleague, would be
able to have something of a “sandbox” to experiment in and fiddle with,
with regards to preparing some other potential implementation?

  • If there is no quicker way, I guess it would mean:
  • make empty new project space
    • copy over all forms by means of using XML export/import
    • copy over all fixtures/lookup tables manually
    • copy over custom user fields
    • make a few users with the right attributes
  • Are there big elements to manuall copy that I am forgetting? (Or some
    awesome cloning command that I don’t know about)?

Eric

Hey Eric,

I would test with the read-only web user role. I think it may give you a
read-only view of the app (but not 100% sure).

To copy over an app to a new project, I woudl recommend:

  • Creating the new project
  • Copying over the application to that new project (in your original
    project, there is an Actions tab when viewing an app that lets you copy it
    somewhere else)
  • Downloading and reuploading any lookup tables in the new project
  • Configuring any Organization Levels you have in the new project
  • Configuring any user fields you need to in the new project
  • Creating some sample users and locations

Sheel

··· On Thu, Feb 9, 2017 at 2:44 AM, Eric Stephan wrote:

Hi – two questions. First I’ll ask the one for which I’m pretty sure of
the answer:

1-- Is it possible to create a web user that is able to make their way
into the forms editor and observe all the fields and configurations… BUT
is unable to write changes to them? A sort of “read only observer”… I
am guessing not, but maybe I’ll be surprised…

2-- Can you tell me what the most direct method would be to make a "clone"
of my, quite large commcare app, so that either I, or a colleague, would be
able to have something of a “sandbox” to experiment in and fiddle with,
with regards to preparing some other potential implementation?

  • If there is no quicker way, I guess it would mean:
  • make empty new project space
    • copy over all forms by means of using XML export/import
    • copy over all fixtures/lookup tables manually
    • copy over custom user fields
    • make a few users with the right attributes
  • Are there big elements to manuall copy that I am forgetting? (Or
    some awesome cloning command that I don’t know about)?

Eric


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Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah

Thanks much! Good info –

– I just tested logging in as read only account and trying to enter the
forms editor. No luck… when I click on the little pencil icon to edit a
form, it gives me: “403 Sorry, you don’t have permission to access that
page!.”

If you think it might not be too hard to convert the behavior so that a
read-only user could indeed go into the forms editor but simply not make
changes, that would be quite handy for a project to share their structure
and functions with colleagues and partners but not risk damage. But likely
it would be quite a bit of engineering –

Thanks much!