Copying a form from one application in a project space to another application in the same project space

Hello, is it possible to copy an entire form from one application with a
project space to another application within the same project space?

Basically, I have a health facility questionnaire (form) that is in an
application in a particular project space called Kenya. I needed to create
another form and did this in a different project space that I use for
testing. Ultimately, I need this new form to be in the same application as
the health facility form, so i copied the testing application to the Kenya
project space. I now have 2 applications in the Kenya project space - the
one with the original health facility questionnaire, and the one with the
new questionnaire. Is it possible to copy the new questionnaire to another
application within the same project space i.e. to copy it to the new form
to the application that holds the health facility questionnaire?

I can't seem to find a way to do this, as Ctrl C does not work - it only
seems to work copying questions within a form. I thought it used to be
possible to download and upload xml forms, but maybe this is no longer an
option on the free plan?

Is there any other way to do this? It seems like quite a simple thing that
would frequently need to be done?

Hi Sarah,

This is possible!

  1. Click on the form settings page (where you edit case management etc, not
    where you edit the form in the form builder)
  2. Click on advanced
  3. Under "XForm" click "Download"
  4. Open a blank form in your new app, navigate to the same settings -->
    advanced location, click "upload" under "XForm" and select the file that
    you just downloaded.

Hope this helps!
Cheers,
Claire

··· On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcare-users@googlegroups.com> wrote:

Hello, is it possible to copy an entire form from one application with a
project space to another application within the same project space?

Basically, I have a health facility questionnaire (form) that is in an
application in a particular project space called Kenya. I needed to create
another form and did this in a different project space that I use for
testing. Ultimately, I need this new form to be in the same application as
the health facility form, so i copied the testing application to the Kenya
project space. I now have 2 applications in the Kenya project space - the
one with the original health facility questionnaire, and the one with the
new questionnaire. Is it possible to copy the new questionnaire to another
application within the same project space i.e. to copy it to the new form
to the application that holds the health facility questionnaire?

I can't seem to find a way to do this, as Ctrl C does not work - it only
seems to work copying questions within a form. I thought it used to be
possible to download and upload xml forms, but maybe this is no longer an
option on the free plan?

Is there any other way to do this? It seems like quite a simple thing that
would frequently need to be done?

--
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--

Claire E. Cravero
Senior Field Manager https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225

Hi Claire,

Thanks for your quick reply. Unfortunately I don't seem to have an option
to do that as there's no advanced option - I've attached a screenshot of
what I can see. I'm pretty sure i've downloaded xforms before so not sure
where it's disappeared to or if the method has changed or if it's bug?
Frustrating as I've just designed a form relying on this option to move it
to another 'final' application space.

Thanks,
Sarah

commcare screenshot.docx (173 KB)

··· On Wednesday, 25 January 2017 12:09:08 UTC, Claire Cravero wrote: > > Hi Sarah, > > This is possible! > 1. Click on the form settings page (where you edit case management etc, > not where you edit the form in the form builder) > 2. Click on advanced > 3. Under "XForm" click "Download" > 4. Open a blank form in your new app, navigate to the same settings --> > advanced location, click "upload" under "XForm" and select the file that > you just downloaded. > > Hope this helps! > Cheers, > Claire > > > On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcar...@googlegroups.com > wrote: > >> Hello, is it possible to copy an entire form from one application with a >> project space to another application within the same project space? >> >> Basically, I have a health facility questionnaire (form) that is in an >> application in a particular project space called Kenya. I needed to create >> another form and did this in a different project space that I use for >> testing. Ultimately, I need this new form to be in the same application as >> the health facility form, so i copied the testing application to the Kenya >> project space. I now have 2 applications in the Kenya project space - the >> one with the original health facility questionnaire, and the one with the >> new questionnaire. Is it possible to copy the new questionnaire to another >> application within the same project space i.e. to copy it to the new form >> to the application that holds the health facility questionnaire? >> >> I can't seem to find a way to do this, as Ctrl C does not work - it only >> seems to work copying questions within a form. I thought it used to be >> possible to download and upload xml forms, but maybe this is no longer an >> option on the free plan? >> >> Is there any other way to do this? It seems like quite a simple thing >> that would frequently need to be done? >> >> >> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > > > > -- > > Claire E. Cravero > Senior Field Manager > Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139 > web: http://www.dimagi.com/ | m: 857-317-1225 > >

Sarah,

You'll need to click on the form to see the Advanced tab - in your
screenshot you have selected the module.

Cheers,
Will

··· On Wed, Jan 25, 2017 at 2:15 PM, 'sarah' via commcare-users < commcare-users@googlegroups.com> wrote:

Hi Claire,

Thanks for your quick reply. Unfortunately I don't seem to have an option
to do that as there's no advanced option - I've attached a screenshot of
what I can see. I'm pretty sure i've downloaded xforms before so not sure
where it's disappeared to or if the method has changed or if it's bug?
Frustrating as I've just designed a form relying on this option to move it
to another 'final' application space.

Thanks,
Sarah

On Wednesday, 25 January 2017 12:09:08 UTC, Claire Cravero wrote:

Hi Sarah,

This is possible!

  1. Click on the form settings page (where you edit case management etc,
    not where you edit the form in the form builder)
  2. Click on advanced
  3. Under "XForm" click "Download"
  4. Open a blank form in your new app, navigate to the same settings -->
    advanced location, click "upload" under "XForm" and select the file that
    you just downloaded.

Hope this helps!
Cheers,
Claire

On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote:

Hello, is it possible to copy an entire form from one application with a
project space to another application within the same project space?

Basically, I have a health facility questionnaire (form) that is in an
application in a particular project space called Kenya. I needed to create
another form and did this in a different project space that I use for
testing. Ultimately, I need this new form to be in the same application as
the health facility form, so i copied the testing application to the Kenya
project space. I now have 2 applications in the Kenya project space - the
one with the original health facility questionnaire, and the one with the
new questionnaire. Is it possible to copy the new questionnaire to another
application within the same project space i.e. to copy it to the new form
to the application that holds the health facility questionnaire?

I can't seem to find a way to do this, as Ctrl C does not work - it only
seems to work copying questions within a form. I thought it used to be
possible to download and upload xml forms, but maybe this is no longer an
option on the free plan?

Is there any other way to do this? It seems like quite a simple thing
that would frequently need to be done?

--
You received this message because you are subscribed to the Google
Groups "commcare-users" group.
To unsubscribe from this group and stop receiving emails from it, send
an email to commcare-user...@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.

--

Claire E. Cravero
Senior Field Manager
https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225 <(857)%20317-1225>

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Hi Will, thanks for your email - i've also checked the advanced tab within
the form and there isn't an option to download the form, nor in the tools
(see attached new screenshot). When i've done this in the past, I had
thought the option was in the advanced tab within the form as you suggested.

Thanks,
Sarah

commcare screenshot.docx (1.59 MB)

··· On Wednesday, 25 January 2017 12:23:51 UTC, William Pride wrote: > > Sarah, > > You'll need to click on the form to see the Advanced tab - in your > screenshot you have selected the module. > > Cheers, > Will > > On Wed, Jan 25, 2017 at 2:15 PM, 'sarah' via commcare-users < commcar...@googlegroups.com > wrote: > >> Hi Claire, >> >> Thanks for your quick reply. Unfortunately I don't seem to have an option >> to do that as there's no advanced option - I've attached a screenshot of >> what I can see. I'm pretty sure i've downloaded xforms before so not sure >> where it's disappeared to or if the method has changed or if it's bug? >> Frustrating as I've just designed a form relying on this option to move it >> to another 'final' application space. >> >> Thanks, >> Sarah >> >> On Wednesday, 25 January 2017 12:09:08 UTC, Claire Cravero wrote: >>> >>> Hi Sarah, >>> >>> This is possible! >>> 1. Click on the form settings page (where you edit case management etc, >>> not where you edit the form in the form builder) >>> 2. Click on advanced >>> 3. Under "XForm" click "Download" >>> 4. Open a blank form in your new app, navigate to the same settings --> >>> advanced location, click "upload" under "XForm" and select the file that >>> you just downloaded. >>> >>> Hope this helps! >>> Cheers, >>> Claire >>> >>> >>> On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote: >>> >>>> Hello, is it possible to copy an entire form from one application with >>>> a project space to another application within the same project space? >>>> >>>> Basically, I have a health facility questionnaire (form) that is in an >>>> application in a particular project space called Kenya. I needed to create >>>> another form and did this in a different project space that I use for >>>> testing. Ultimately, I need this new form to be in the same application as >>>> the health facility form, so i copied the testing application to the Kenya >>>> project space. I now have 2 applications in the Kenya project space - the >>>> one with the original health facility questionnaire, and the one with the >>>> new questionnaire. Is it possible to copy the new questionnaire to another >>>> application within the same project space i.e. to copy it to the new form >>>> to the application that holds the health facility questionnaire? >>>> >>>> I can't seem to find a way to do this, as Ctrl C does not work - it >>>> only seems to work copying questions within a form. I thought it used to be >>>> possible to download and upload xml forms, but maybe this is no longer an >>>> option on the free plan? >>>> >>>> Is there any other way to do this? It seems like quite a simple thing >>>> that would frequently need to be done? >>>> >>>> >>>> -- >>>> You received this message because you are subscribed to the Google >>>> Groups "commcare-users" group. >>>> To unsubscribe from this group and stop receiving emails from it, send >>>> an email to commcare-user...@googlegroups.com. >>>> For more options, visit https://groups.google.com/d/optout. >>>> >>> >>> >>> >>> -- >>> >>> Claire E. Cravero >>> Senior Field Manager >>> >>> Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139 >>> web: http://www.dimagi.com/ | m: 857-317-1225 >>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

Sarah,

If you click the form name instead of the "edit" pencil icon you will see
the Advanced tab which contains the "View" option that will show you the
source XML.

Alternatively, from the "Tools" drop down you've pictured you can select
the "Edit Source XML" option and copy and paste the XML from there.

Cheers,
Will

··· On Wed, Jan 25, 2017 at 3:06 PM, 'sarah' via commcare-users < commcare-users@googlegroups.com> wrote:

Hi Will, thanks for your email - i've also checked the advanced tab within
the form and there isn't an option to download the form, nor in the tools
(see attached new screenshot). When i've done this in the past, I had
thought the option was in the advanced tab within the form as you suggested.

Thanks,
Sarah

On Wednesday, 25 January 2017 12:23:51 UTC, William Pride wrote:

Sarah,

You'll need to click on the form to see the Advanced tab - in your
screenshot you have selected the module.

Cheers,
Will

On Wed, Jan 25, 2017 at 2:15 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote:

Hi Claire,

Thanks for your quick reply. Unfortunately I don't seem to have an
option to do that as there's no advanced option - I've attached a
screenshot of what I can see. I'm pretty sure i've downloaded xforms before
so not sure where it's disappeared to or if the method has changed or if
it's bug? Frustrating as I've just designed a form relying on this option
to move it to another 'final' application space.

Thanks,
Sarah

On Wednesday, 25 January 2017 12:09:08 UTC, Claire Cravero wrote:

Hi Sarah,

This is possible!

  1. Click on the form settings page (where you edit case management etc,
    not where you edit the form in the form builder)
  2. Click on advanced
  3. Under "XForm" click "Download"
  4. Open a blank form in your new app, navigate to the same settings -->
    advanced location, click "upload" under "XForm" and select the file that
    you just downloaded.

Hope this helps!
Cheers,
Claire

On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote:

Hello, is it possible to copy an entire form from one application with
a project space to another application within the same project space?

Basically, I have a health facility questionnaire (form) that is in an
application in a particular project space called Kenya. I needed to create
another form and did this in a different project space that I use for
testing. Ultimately, I need this new form to be in the same application as
the health facility form, so i copied the testing application to the Kenya
project space. I now have 2 applications in the Kenya project space - the
one with the original health facility questionnaire, and the one with the
new questionnaire. Is it possible to copy the new questionnaire to another
application within the same project space i.e. to copy it to the new form
to the application that holds the health facility questionnaire?

I can't seem to find a way to do this, as Ctrl C does not work - it
only seems to work copying questions within a form. I thought it used to be
possible to download and upload xml forms, but maybe this is no longer an
option on the free plan?

Is there any other way to do this? It seems like quite a simple thing
that would frequently need to be done?

--
You received this message because you are subscribed to the Google
Groups "commcare-users" group.
To unsubscribe from this group and stop receiving emails from it, send
an email to commcare-user...@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.

--

Claire E. Cravero
Senior Field Manager
https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225

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Oh gosh, I'm so sorry - thank you for your patience I found it!

··· On Wednesday, 25 January 2017 13:19:27 UTC, William Pride wrote: > > Sarah, > > If you click the form name instead of the "edit" pencil icon you will see > the Advanced tab which contains the "View" option that will show you the > source XML. > > Alternatively, from the "Tools" drop down you've pictured you can select > the "Edit Source XML" option and copy and paste the XML from there. > > Cheers, > Will > > On Wed, Jan 25, 2017 at 3:06 PM, 'sarah' via commcare-users < commcar...@googlegroups.com > wrote: > >> Hi Will, thanks for your email - i've also checked the advanced tab >> within the form and there isn't an option to download the form, nor in the >> tools (see attached new screenshot). When i've done this in the past, I had >> thought the option was in the advanced tab within the form as you suggested. >> >> Thanks, >> Sarah >> >> >> >> On Wednesday, 25 January 2017 12:23:51 UTC, William Pride wrote: >>> >>> Sarah, >>> >>> You'll need to click on the form to see the Advanced tab - in your >>> screenshot you have selected the module. >>> >>> Cheers, >>> Will >>> >>> On Wed, Jan 25, 2017 at 2:15 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote: >>> >>>> Hi Claire, >>>> >>>> Thanks for your quick reply. Unfortunately I don't seem to have an >>>> option to do that as there's no advanced option - I've attached a >>>> screenshot of what I can see. I'm pretty sure i've downloaded xforms before >>>> so not sure where it's disappeared to or if the method has changed or if >>>> it's bug? Frustrating as I've just designed a form relying on this option >>>> to move it to another 'final' application space. >>>> >>>> Thanks, >>>> Sarah >>>> >>>> On Wednesday, 25 January 2017 12:09:08 UTC, Claire Cravero wrote: >>>>> >>>>> Hi Sarah, >>>>> >>>>> This is possible! >>>>> 1. Click on the form settings page (where you edit case management >>>>> etc, not where you edit the form in the form builder) >>>>> 2. Click on advanced >>>>> 3. Under "XForm" click "Download" >>>>> 4. Open a blank form in your new app, navigate to the same settings >>>>> --> advanced location, click "upload" under "XForm" and select the file >>>>> that you just downloaded. >>>>> >>>>> Hope this helps! >>>>> Cheers, >>>>> Claire >>>>> >>>>> >>>>> On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote: >>>>> >>>>>> Hello, is it possible to copy an entire form from one application >>>>>> with a project space to another application within the same project space? >>>>>> >>>>>> Basically, I have a health facility questionnaire (form) that is in >>>>>> an application in a particular project space called Kenya. I needed to >>>>>> create another form and did this in a different project space that I use >>>>>> for testing. Ultimately, I need this new form to be in the same application >>>>>> as the health facility form, so i copied the testing application to the >>>>>> Kenya project space. I now have 2 applications in the Kenya project space - >>>>>> the one with the original health facility questionnaire, and the one with >>>>>> the new questionnaire. Is it possible to copy the new questionnaire to >>>>>> another application within the same project space i.e. to copy it to the >>>>>> new form to the application that holds the health facility questionnaire? >>>>>> >>>>>> I can't seem to find a way to do this, as Ctrl C does not work - it >>>>>> only seems to work copying questions within a form. I thought it used to be >>>>>> possible to download and upload xml forms, but maybe this is no longer an >>>>>> option on the free plan? >>>>>> >>>>>> Is there any other way to do this? It seems like quite a simple thing >>>>>> that would frequently need to be done? >>>>>> >>>>>> >>>>>> -- >>>>>> You received this message because you are subscribed to the Google >>>>>> Groups "commcare-users" group. >>>>>> To unsubscribe from this group and stop receiving emails from it, >>>>>> send an email to commcare-user...@googlegroups.com. >>>>>> For more options, visit https://groups.google.com/d/optout. >>>>>> >>>>> >>>>> >>>>> >>>>> -- >>>>> >>>>> Claire E. Cravero >>>>> Senior Field Manager >>>>> >>>>> Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139 >>>>> web: http://www.dimagi.com/ | m: 857-317-1225 >>>>> >>>>> -- >>>> You received this message because you are subscribed to the Google >>>> Groups "commcare-users" group. >>>> To unsubscribe from this group and stop receiving emails from it, send >>>> an email to commcare-user...@googlegroups.com. >>>> For more options, visit https://groups.google.com/d/optout. >>>> >>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

No problem - glad you have it sorted!

Will

··· On Wed, Jan 25, 2017 at 15:30 'sarah' via commcare-users < commcare-users@googlegroups.com> wrote:

Oh gosh, I'm so sorry - thank you for your patience I found it!

On Wednesday, 25 January 2017 13:19:27 UTC, William Pride wrote:

Sarah,

If you click the form name instead of the "edit" pencil icon you will see
the Advanced tab which contains the "View" option that will show you the
source XML.

Alternatively, from the "Tools" drop down you've pictured you can select
the "Edit Source XML" option and copy and paste the XML from there.

Cheers,
Will

On Wed, Jan 25, 2017 at 3:06 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote:

Hi Will, thanks for your email - i've also checked the advanced tab within
the form and there isn't an option to download the form, nor in the tools
(see attached new screenshot). When i've done this in the past, I had
thought the option was in the advanced tab within the form as you suggested.

Thanks,
Sarah

On Wednesday, 25 January 2017 12:23:51 UTC, William Pride wrote:

Sarah,

You'll need to click on the form to see the Advanced tab - in your
screenshot you have selected the module.

Cheers,
Will

On Wed, Jan 25, 2017 at 2:15 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote:

Hi Claire,

Thanks for your quick reply. Unfortunately I don't seem to have an option
to do that as there's no advanced option - I've attached a screenshot of
what I can see. I'm pretty sure i've downloaded xforms before so not sure
where it's disappeared to or if the method has changed or if it's bug?
Frustrating as I've just designed a form relying on this option to move it
to another 'final' application space.

Thanks,
Sarah

On Wednesday, 25 January 2017 12:09:08 UTC, Claire Cravero wrote:

Hi Sarah,

This is possible!

  1. Click on the form settings page (where you edit case management etc,
    not where you edit the form in the form builder)
  2. Click on advanced
  3. Under "XForm" click "Download"
  4. Open a blank form in your new app, navigate to the same settings -->
    advanced location, click "upload" under "XForm" and select the file that
    you just downloaded.

Hope this helps!
Cheers,
Claire

On Wed, Jan 25, 2017 at 12:44 PM, 'sarah' via commcare-users < commcar...@googlegroups.com> wrote:

Hello, is it possible to copy an entire form from one application with a
project space to another application within the same project space?

Basically, I have a health facility questionnaire (form) that is in an
application in a particular project space called Kenya. I needed to create
another form and did this in a different project space that I use for
testing. Ultimately, I need this new form to be in the same application as
the health facility form, so i copied the testing application to the Kenya
project space. I now have 2 applications in the Kenya project space - the
one with the original health facility questionnaire, and the one with the
new questionnaire. Is it possible to copy the new questionnaire to another
application within the same project space i.e. to copy it to the new form
to the application that holds the health facility questionnaire?

I can't seem to find a way to do this, as Ctrl C does not work - it only
seems to work copying questions within a form. I thought it used to be
possible to download and upload xml forms, but maybe this is no longer an
option on the free plan?

Is there any other way to do this? It seems like quite a simple thing that
would frequently need to be done?

--
You received this message because you are subscribed to the Google Groups
"commcare-users" group.
To unsubscribe from this group and stop receiving emails from it, send an
email to commcare-user...@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.

--

Claire E. Cravero
Senior Field Manager https://www.linkedin.com/in/claire-cravero-74268559
Dimagi, Inc | 585 Massachusetts Ave | Suite 3 | Cambridge, MA 02139
web: http://www.dimagi.com/ | m: 857-317-1225

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