Fine-grained control of permissions for each form scenario for Case Management

Users
1

Hi Everyone!

Good day, I'm excited to use commcare and I would like to ask if its
possible to execute an app where the admin can have a fine-grained control
of permissions for each form?

Example:

Only people in Group 1 can answer Forms A, B, C. Then different people in
Group 2 can answer Forms D1 or D2.

If it's possible, can anyone help me with the validation code for this for
a start? Thank you in advance for the help! :slight_smile: Thanks, Kisses M.

2

Hello,

You should be able to use form display conditions
https://confluence.dimagi.com/display/commcarepublic/Form+Display+Conditions
in
conjunction with user cases
https://confluence.dimagi.com/display/commcarepublic/User+Case or custom
user data
https://confluence.dimagi.com/display/commcarepublic/Custom+User+Data in
order to achieve this. For example, you could assign a property named
'permission_1' with value '1' to all users in Group 1, then have a form
display condition on forms A, B, and C that asserts that this value must be
greater than 0 in order to appear.

Cheers,
Will

路路路 On Wed, Nov 16, 2016 at 8:46 AM, Kisses Miranda < ma.isabellemiranda@gmail.com> wrote:

Hi Everyone!

Good day, I'm excited to use commcare and I would like to ask if its
possible to execute an app where the admin can have a fine-grained control
of permissions for each form?

Example:

Only people in Group 1 can answer Forms A, B, C. Then different people in
Group 2 can answer Forms D1 or D2.

If it's possible, can anyone help me with the validation code for this for
a start? Thank you in advance for the help! :slight_smile: Thanks, Kisses M.

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3

Thanks William!
How about this scenario? *Alex completes Form A. Her submission then
triggers an e-mail to be sent to Ben, who is required to fill out Form B,
which uses information that Alex filled out in Form A. *

Is this flow of information also possible to execute by using commcare?
Thank you very mucccchh!

Cheers,
Kisses

4

I suddenly got confused. :frowning: How do I appoint the case management for each
user? Sorry Im a little slow in this..

Thanks for the help! :slight_smile: -Kish

5

I believe you could do this using Zapier Integration
https://confluence.dimagi.com/display/commcarepublic/Zapier+Integration.

Cheers,
Will

路路路 On Wed, Nov 16, 2016 at 9:38 PM, Kisses Miranda < ma.isabellemiranda@gmail.com> wrote:

Thanks William!
How about this scenario? *Alex completes Form A. Her submission then
triggers an e-mail to be sent to Ben, who is required to fill out Form B,
which uses information that Alex filled out in Form A. *

Is this flow of information also possible to execute by using commcare?
Thank you very mucccchh!

Cheers,
Kisses

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6

Hi,

I think this writeup is documenting the use case you are trying to
implement, if you have case sharing enabled on the two phones.

https://confluence.dimagi.com/display/commcarepublic/General+Workflow+Suggestions#GeneralWorkflowSuggestions-HowcanImakeaformdisappearfromaformlistonceithasbeenfilledout,ormakeformsappearinsequence
?

-Clayton

路路路 On Thu, Nov 17, 2016 at 10:13 AM, Kisses Miranda < ma.isabellemiranda@gmail.com> wrote:

I suddenly got confused. :frowning: How do I appoint the case management for each
user? Sorry Im a little slow in this..

Thanks for the help! :slight_smile: -Kish

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7

Hi,

I tried to follow the instruction, and the example here
https://confluence.dimagi.com/display/commcarepublic/Custom+User+Data

But when I put

count(instance('commcaresession')/session/user/data/is_supervisor) > 0 and instance('commcaresession')/session/user/data/is_supervisor= 'yes'

It gives building error.

Any possible reasons? Thanks in advance!

路路路 On Wednesday, November 16, 2016 at 6:46:13 PM UTC+3, William Pride wrote: > > Hello, > > You should be able to use form display conditions > in > conjunction with user cases > or custom > user data > in > order to achieve this. For example, you could assign a property named > 'permission_1' with value '1' to all users in Group 1, then have a form > display condition on forms A, B, and C that asserts that this value must be > greater than 0 in order to appear. > > Cheers, > Will > > On Wed, Nov 16, 2016 at 8:46 AM, Kisses Miranda <ma.isabel...@gmail.com > wrote: > >> Hi Everyone! >> >> Good day, I'm excited to use commcare and I would like to ask if its >> possible to execute an app where the admin can have a fine-grained control >> of permissions for each form? >> >> >> Example: >> >> *Only people in Group 1 can answer Forms A, B, C. Then different people >> in Group 2 can answer Forms D1 or D2.* >> >> If it's possible, can anyone help me with the validation code for this >> for a start? Thank you in advance for the help! :) Thanks, Kisses M. >> >> -- >> 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. >> > >
8

Hi!

To clarify a bit, the Zapier integration would allow an email to be sent,
but you could accomplish the workflow where Alex completing Form A triggers
Ben having "Form B" available for that case with the information filled out
by Alex using Case Sharing and a Display Condition for the form, by setting
a property on a case.

It may help to read about the features here:
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing
https://confluence.dimagi.com/display/commcarepublic/Form+Display+Conditions

-Clayton

路路路 On Thu, Nov 17, 2016 at 8:09 AM, William Pride wrote:

I believe you could do this using Zapier Integration
https://confluence.dimagi.com/display/commcarepublic/Zapier+Integration.

Cheers,
Will

On Wed, Nov 16, 2016 at 9:38 PM, Kisses Miranda < ma.isabellemiranda@gmail.com> wrote:

Thanks William!
How about this scenario? *Alex completes Form A. Her submission then
triggers an e-mail to be sent to Ben, who is required to fill out Form B,
which uses information that Alex filled out in Form A. *

Is this flow of information also possible to execute by using commcare?
Thank you very mucccchh!

Cheers,
Kisses

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9

Sorry to hear you are encountering issues with this. Is there a more
concrete error message associated with the build error?

-Clayton

路路路 On Sat, Nov 19, 2016 at 11:24 AM, Jiehua CHEN wrote:

Hi,

I tried to follow the instruction, and the example here
Custom User Data - CommCare Public - CommCare Public

But when I put

count(instance('commcaresession')/session/user/data/is_supervisor) > 0 and instance('commcaresession')/session/user/data/is_supervisor= 'yes'

It gives building error.

Any possible reasons? Thanks in advance!

On Wednesday, November 16, 2016 at 6:46:13 PM UTC+3, William Pride wrote:

Hello,

You should be able to use form display conditions
https://confluence.dimagi.com/display/commcarepublic/Form+Display+Conditions in
conjunction with user cases
https://confluence.dimagi.com/display/commcarepublic/User+Case or custom
user data
https://confluence.dimagi.com/display/commcarepublic/Custom+User+Data in
order to achieve this. For example, you could assign a property named
'permission_1' with value '1' to all users in Group 1, then have a form
display condition on forms A, B, and C that asserts that this value must be
greater than 0 in order to appear.

Cheers,
Will

On Wed, Nov 16, 2016 at 8:46 AM, Kisses Miranda ma.isabel...@gmail.com wrote:

Hi Everyone!

Good day, I'm excited to use commcare and I would like to ask if its
possible to execute an app where the admin can have a fine-grained control
of permissions for each form?

Example:

Only people in Group 1 can answer Forms A, B, C. Then different people
in Group 2 can answer Forms D1 or D2.

If it's possible, can anyone help me with the validation code for this
for a start? Thank you in advance for the help! :slight_smile: Thanks, Kisses M.

--
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Groups "commcare-users" group.
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10

It just says syntax error. Please check out the attached.

Screen Shot 2016-11-22 at 12.46.08 AM.jpg2606脳1390 158 KB

路路路 On Tuesday, November 22, 2016 at 12:43:50 AM UTC+3, Clayton Sims wrote: > > Sorry to hear you are encountering issues with this. Is there a more > concrete error message associated with the build error? > > -Clayton > > On Sat, Nov 19, 2016 at 11:24 AM, Jiehua CHEN <jiehuaf...@gmail.com > wrote: > >> Hi, >> >> I tried to follow the instruction, and the example here >> https://confluence.dimagi.com/display/commcarepublic/Custom+User+Data >> >> But when I put >> >> count(instance('commcaresession')/session/user/data/is_supervisor) > 0 and instance('commcaresession')/session/user/data/is_supervisor= 'yes' >> >> >> It gives building error. >> >> >> Any possible reasons? Thanks in advance! >> >> >> On Wednesday, November 16, 2016 at 6:46:13 PM UTC+3, William Pride wrote: >>> >>> Hello, >>> >>> You should be able to use form display conditions >>> in >>> conjunction with user cases >>> or custom >>> user data >>> in >>> order to achieve this. For example, you could assign a property named >>> 'permission_1' with value '1' to all users in Group 1, then have a form >>> display condition on forms A, B, and C that asserts that this value must be >>> greater than 0 in order to appear. >>> >>> Cheers, >>> Will >>> >>> On Wed, Nov 16, 2016 at 8:46 AM, Kisses Miranda wrote: >>> >>>> Hi Everyone! >>>> >>>> Good day, I'm excited to use commcare and I would like to ask if its >>>> possible to execute an app where the admin can have a fine-grained control >>>> of permissions for each form? >>>> >>>> >>>> Example: >>>> >>>> *Only people in Group 1 can answer Forms A, B, C. Then different people >>>> in Group 2 can answer Forms D1 or D2.* >>>> >>>> If it's possible, can anyone help me with the validation code for this >>>> for a start? Thank you in advance for the help! :) Thanks, Kisses M. >>>> >>>> -- >>>> 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. >> > >
11

That's very strange!

Kind of an odd request, but sometimes browsers do odd things with
"formatted" text from copy+pasting. Can you try copy and pasting again but
with the text from here?

count(instance('commcaresession')/session/user/data/is_supervisor) > 0 and
instance('commcaresession')/session/user/data/is_supervisor= 'yes'

and see if that works?

-Clayton

路路路 On Mon, Nov 21, 2016 at 4:47 PM, Jiehua CHEN wrote:

It just says syntax error. Please check out the attached.

On Tuesday, November 22, 2016 at 12:43:50 AM UTC+3, Clayton Sims wrote:

Sorry to hear you are encountering issues with this. Is there a more
concrete error message associated with the build error?

-Clayton

On Sat, Nov 19, 2016 at 11:24 AM, Jiehua CHEN jiehuaf...@gmail.com wrote:

Hi,

I tried to follow the instruction, and the example here
Custom User Data - CommCare Public - CommCare Public

But when I put

count(instance('commcaresession')/session/user/data/is_supervisor) > 0 and instance('commcaresession')/session/user/data/is_supervisor= 'yes'

It gives building error.

Any possible reasons? Thanks in advance!

On Wednesday, November 16, 2016 at 6:46:13 PM UTC+3, William Pride wrote:

Hello,

You should be able to use form display conditions
https://confluence.dimagi.com/display/commcarepublic/Form+Display+Conditions in
conjunction with user cases
https://confluence.dimagi.com/display/commcarepublic/User+Case or custom
user data
https://confluence.dimagi.com/display/commcarepublic/Custom+User+Data in
order to achieve this. For example, you could assign a property named
'permission_1' with value '1' to all users in Group 1, then have a form
display condition on forms A, B, and C that asserts that this value must be
greater than 0 in order to appear.

Cheers,
Will

On Wed, Nov 16, 2016 at 8:46 AM, Kisses Miranda <ma.isabel...@gmail.com wrote:

Hi Everyone!

Good day, I'm excited to use commcare and I would like to ask if its
possible to execute an app where the admin can have a fine-grained control
of permissions for each form?

Example:

Only people in Group 1 can answer Forms A, B, C. Then different
people in Group 2 can answer Forms D1 or D2.

If it's possible, can anyone help me with the validation code for this
for a start? Thank you in advance for the help! :slight_smile: Thanks, Kisses M.

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Groups "commcare-users" group.
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