Copying Forms between projects

Users
1

Hi,

I would like to copy some of the forms from one of my project to a new
project.

Whats the best way of doing this? I have exported the content of the forms
and saved then in Exel but now can't see how to upload this excel export
into the new project... do I have to use FormHub? What would you recommend?

Thanks

Natasha

2

Hi Natasha,

There is an easy way to copy forms from one app to another, though it will
not copy over the case management configuration - only the form that you
created in the form builder.

Click on the form you want to copy over, and go to the "Advanced" tab.
You'll see a bunch of links for uploading, downloading, and viewing an
"XForm". The forms you create in the form builder are actually XML files
called "XForms". Click "Download" to download the XForm you want to copy to
your computer. Go to your destination application, add a form, go to the
advanced tab, and upload the XML file you just downloaded. The form should
open in the form builder and look exactly the same.

Alternatively, if you want to copy over the entire application to the new
project, underneath the outline of forms and modules you'll see a section
called "Actions". Click on "Copy application" and type in the name of the
project you want to copy the application to.

Thanks,
Amelia

··· On Fri, Jan 31, 2014 at 10:39 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi,

I would like to copy some of the forms from one of my project to a new
project.

Whats the best way of doing this? I have exported the content of the forms
and saved then in Exel but now can't see how to upload this excel export
into the new project... do I have to use FormHub? What would you recommend?

Thanks

Natasha

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3

Hi Natasha,

This is a bit advanced, but select a form in CommCareHQ, then select the
"Advanced tab" and then download the form. In your new project, add a new
form then upload that form through the same advanced tab.

Thanks,
Sheel

··· On Fri, Jan 31, 2014 at 10:39 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi,

I would like to copy some of the forms from one of my project to a new
project.

Whats the best way of doing this? I have exported the content of the forms
and saved then in Exel but now can't see how to upload this excel export
into the new project... do I have to use FormHub? What would you recommend?

Thanks

Natasha

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

4

Done it! Thank you

··· On 31 January 2014 16:01, Amelia Sagoff wrote:

Hi Natasha,

There is an easy way to copy forms from one app to another, though it will
not copy over the case management configuration - only the form that you
created in the form builder.

Click on the form you want to copy over, and go to the "Advanced" tab.
You'll see a bunch of links for uploading, downloading, and viewing an
"XForm". The forms you create in the form builder are actually XML files
called "XForms". Click "Download" to download the XForm you want to copy to
your computer. Go to your destination application, add a form, go to the
advanced tab, and upload the XML file you just downloaded. The form should
open in the form builder and look exactly the same.

Alternatively, if you want to copy over the entire application to the new
project, underneath the outline of forms and modules you'll see a section
called "Actions". Click on "Copy application" and type in the name of the
project you want to copy the application to.

Thanks,
Amelia

On Fri, Jan 31, 2014 at 10:39 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi,

I would like to copy some of the forms from one of my project to a new
project.

Whats the best way of doing this? I have exported the content of the
forms and saved then in Exel but now can't see how to upload this excel
export into the new project... do I have to use FormHub? What would you
recommend?

Thanks

Natasha

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Natasha Lelijveld