User permissions on forms or modules

I’m a noob at CommCare and would like to know if there is any way to
control user permissions of specific forms.

I have used the bulk upload of users, and searched through all the form
properties, but can’t find a way to do this.

The use case is to allow nurses at health posts to view forms to enter
patient data, and to allow our field managers to view additional forms
where they can evaluate the nurses. We would prefer that the nurses do not
see the “nurse evaluation” forms as it contains very frank questions.

Thanks in advance for your help.

-Greg

A more concise explanation:
I want to deny access to some forms for a group of users… and don’t know
how.

··· On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: > > I'm a noob at CommCare and would like to know if there is any way to > control user permissions of specific forms. > > I have used the bulk upload of users, and searched through all the form > properties, but can't find a way to do this. > > The use case is to allow nurses at health posts to view forms to enter > patient data, and to allow our field managers to view additional forms > where they can evaluate the nurses. We would prefer that the nurses do not > see the "nurse evaluation" forms as it contains very frank questions. > > Thanks in advance for your help. > > -Greg >

Greg,

So what you’re asking about is currently supported in a limited way. We do
support filtering the forms which are displayed to the user, and we support
doing that filtering based on properties associated with the user.

Unfortunately CommCare HQ’s user interface currently only permits entering
this form filtering data for forms which are associated with a case (the
majority of filtering is performed based on information about a case). We
are hoping to fix that soon so that forms can be filtered whether or not
they require you to select a case before they are entered.

Currently you could work around this problem by requiring the user to
select a case (any patient on the phone, for instance) before filling out
the form, so that the filtering option is enabled.

You can see an example of a filter configured around the property
"user_role" on on this form:

https://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true

the filter is

count(instance(‘commcaresession’)/session/user/data/user_role) > 0 and
instance(‘commcaresession’)/session/user/data/user_role=‘admin’

which tests for whether the current user has the property “user_role” set
to “admin”.

-Clayton

··· On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao wrote:

A more concise explanation:
I want to deny access to some forms for a group of users… and don’t know
how.

On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote:

I’m a noob at CommCare and would like to know if there is any way to
control user permissions of specific forms.

I have used the bulk upload of users, and searched through all the form
properties, but can’t find a way to do this.

The use case is to allow nurses at health posts to view forms to enter
patient data, and to allow our field managers to view additional forms
where they can evaluate the nurses. We would prefer that the nurses do not
see the “nurse evaluation” forms as it contains very frank questions.

Thanks in advance for your help.

-Greg


You received this message because you are subscribed to the Google Groups
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To unsubscribe from this group and stop receiving emails from it, send an
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FYI. We've successfully implemented the solution described by Clayton, so
know it works. :slight_smile: Although we're not using it extensively yet, our plan
is develop a single application for multiple user types (CHW, nurse,
supervisor) and have user 'roles' (defined a custom case properties)
determine which forms are presented to the current user. The recent
addition of user 'sandboxing' on ODK, also allow multiple users to share
single device/single CommCare application. Ray

··· On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote: > > Greg, > > So what you're asking about is currently supported in a limited way. We do > support filtering the forms which are displayed to the user, and we support > doing that filtering based on properties associated with the user. > > Unfortunately CommCare HQ's user interface currently only permits entering > this form filtering data for forms which are associated with a case (the > majority of filtering is performed based on information about a case). We > are hoping to fix that soon so that forms can be filtered whether or not > they require you to select a case before they are entered. > > Currently you could work around this problem by requiring the user to > select a case (any patient on the phone, for instance) before filling out > the form, so that the filtering option is enabled. > > You can see an example of a filter configured around the property > "user_role" on on this form: > > > https://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true > > the filter is > > count(instance('commcaresession')/session/user/data/user_role) > 0 and > instance('commcaresession')/session/user/data/user_role='admin' > > which tests for whether the current user has the property "user_role" set > to "admin". > > -Clayton > > > On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao <greg...@gmail.com >wrote: > >> A more concise explanation: >> I want to deny access to some forms for a group of users... and don't >> know how. >> >> >> On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: >>> >>> I'm a noob at CommCare and would like to know if there is any way to >>> control user permissions of specific forms. >>> >>> I have used the bulk upload of users, and searched through all the form >>> properties, but can't find a way to do this. >>> >>> The use case is to allow nurses at health posts to view forms to enter >>> patient data, and to allow our field managers to view additional forms >>> where they can evaluate the nurses. We would prefer that the nurses do not >>> see the "nurse evaluation" forms as it contains very frank questions. >>> >>> Thanks in advance for your help. >>> >>> -Greg >>> >> -- >> 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/groups/opt_out. >> >> >> > >

Sweet. Got this to work to deny access to forms within a module. I’m not
sure how to assign a mobile worker’s role to admin. The only options I see
are

-field implementer
-medical director
-read only
-app editor

I think I’m going to create a whole new application in the workspace if I
can’t resolve this within the next few hours. It should server the data
collection needs just the same.
Thanks for your continued help.

··· On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote: > > FYI. We've successfully implemented the solution described by Clayton, so > know it works. :) Although we're not using it extensively yet, our plan > is develop a single application for multiple user types (CHW, nurse, > supervisor) and have user 'roles' (defined a custom case properties) > determine which forms are presented to the current user. The recent > addition of user 'sandboxing' on ODK, also allow multiple users to share > single device/single CommCare application. Ray > > On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote: >> >> Greg, >> >> So what you're asking about is currently supported in a limited way. We >> do support filtering the forms which are displayed to the user, and we >> support doing that filtering based on properties associated with the user. >> >> Unfortunately CommCare HQ's user interface currently only permits >> entering this form filtering data for forms which are associated with a >> case (the majority of filtering is performed based on information about a >> case). We are hoping to fix that soon so that forms can be filtered whether >> or not they require you to select a case before they are entered. >> >> Currently you could work around this problem by requiring the user to >> select a case (any patient on the phone, for instance) before filling out >> the form, so that the filtering option is enabled. >> >> You can see an example of a filter configured around the property >> "user_role" on on this form: >> >> >> https://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true >> >> the filter is >> >> count(instance('commcaresession')/session/user/data/user_role) > 0 and >> instance('commcaresession')/session/user/data/user_role='admin' >> >> which tests for whether the current user has the property "user_role" set >> to "admin". >> >> -Clayton >> >> >> On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao wrote: >> >>> A more concise explanation: >>> I want to deny access to some forms for a group of users... and don't >>> know how. >>> >>> >>> On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: >>>> >>>> I'm a noob at CommCare and would like to know if there is any way to >>>> control user permissions of specific forms. >>>> >>>> I have used the bulk upload of users, and searched through all the form >>>> properties, but can't find a way to do this. >>>> >>>> The use case is to allow nurses at health posts to view forms to enter >>>> patient data, and to allow our field managers to view additional forms >>>> where they can evaluate the nurses. We would prefer that the nurses do not >>>> see the "nurse evaluation" forms as it contains very frank questions. >>>> >>>> Thanks in advance for your help. >>>> >>>> -Greg >>>> >>> -- >>> 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/groups/opt_out. >>> >>> >>> >> >>

Hi,

Is it function still working? The link is gone. I could not find section to
input the filtering information. Any help would be appreciated.

··· On Thursday, April 4, 2013 at 6:32:33 PM UTC+3, Clayton Sims wrote: > > Greg, > > So what you're asking about is currently supported in a limited way. We do > support filtering the forms which are displayed to the user, and we support > doing that filtering based on properties associated with the user. > > Unfortunately CommCare HQ's user interface currently only permits entering > this form filtering data for forms which are associated with a case (the > majority of filtering is performed based on information about a case). We > are hoping to fix that soon so that forms can be filtered whether or not > they require you to select a case before they are entered. > > Currently you could work around this problem by requiring the user to > select a case (any patient on the phone, for instance) before filling out > the form, so that the filtering option is enabled. > > You can see an example of a filter configured around the property > "user_role" on on this form: > > > https://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true > > the filter is > > count(instance('commcaresession')/session/user/data/user_role) > 0 and > instance('commcaresession')/session/user/data/user_role='admin' > > which tests for whether the current user has the property "user_role" set > to "admin". > > -Clayton > > > On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao <greg...@gmail.com > wrote: > >> A more concise explanation: >> I want to deny access to some forms for a group of users... and don't >> know how. >> >> >> On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: >>> >>> I'm a noob at CommCare and would like to know if there is any way to >>> control user permissions of specific forms. >>> >>> I have used the bulk upload of users, and searched through all the form >>> properties, but can't find a way to do this. >>> >>> The use case is to allow nurses at health posts to view forms to enter >>> patient data, and to allow our field managers to view additional forms >>> where they can evaluate the nurses. We would prefer that the nurses do not >>> see the "nurse evaluation" forms as it contains very frank questions. >>> >>> Thanks in advance for your help. >>> >>> -Greg >>> >> -- >> 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/groups/opt_out. >> >> >> > >

We define application roles as "Custom Regiration Data", and did not use
the builtin CommCare worker roles. The page below illustrates the setup.
As you will see, we use the same check to include/skip questions within a
form. Ray

[image: Inline image 1]

··· On Fri, Apr 5, 2013 at 2:39 PM, Greg Tao wrote:

Sweet. Got this to work to deny access to forms within a module. I'm not
sure how to assign a mobile worker's role to admin. The only options I see
are

-field implementer
-medical director
-read only
-app editor

I think I'm going to create a whole new application in the workspace if I
can't resolve this within the next few hours. It should server the data
collection needs just the same.
Thanks for your continued help.

On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote:

FYI. We've successfully implemented the solution described by Clayton,
so know it works. :slight_smile: Although we're not using it extensively yet, our
plan is develop a single application for multiple user types (CHW, nurse,
supervisor) and have user 'roles' (defined a custom case properties)
determine which forms are presented to the current user. The recent
addition of user 'sandboxing' on ODK, also allow multiple users to share
single device/single CommCare application. Ray

On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote:

Greg,

So what you're asking about is currently supported in a limited way. We
do support filtering the forms which are displayed to the user, and we
support doing that filtering based on properties associated with the user.

Unfortunately CommCare HQ's user interface currently only permits
entering this form filtering data for forms which are associated with a
case (the majority of filtering is performed based on information about a
case). We are hoping to fix that soon so that forms can be filtered whether
or not they require you to select a case before they are entered.

Currently you could work around this problem by requiring the user to
select a case (any patient on the phone, for instance) before filling out
the form, so that the filtering option is enabled.

You can see an example of a filter configured around the property
"user_role" on on this form:

https://www.commcarehq.org/a/corpora/apps/view/
cc3315e9bdb5719c7b57d6ee5b19e7**97/modules-7/forms-2/?edit=**truehttps://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true

the filter is

count(instance('**commcaresession')/session/**user/data/user_role) > 0
and instance('commcaresession')/**session/user/data/user_role='**admin'

which tests for whether the current user has the property "user_role"
set to "admin".

-Clayton

On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao greg...@gmail.com wrote:

A more concise explanation:
I want to deny access to some forms for a group of users... and don't
know how.

On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote:

I'm a noob at CommCare and would like to know if there is any way to
control user permissions of specific forms.

I have used the bulk upload of users, and searched through all the
form properties, but can't find a way to do this.

The use case is to allow nurses at health posts to view forms to enter
patient data, and to allow our field managers to view additional forms
where they can evaluate the nurses. We would prefer that the nurses do not
see the "nurse evaluation" forms as it contains very frank questions.

Thanks in advance for your help.

-Greg

--
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Groups "commcare-users" group.
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an email to commcare-user...@googlegroups.**com.
For more options, visit https://groups.google.com/**groups/opt_outhttps://groups.google.com/groups/opt_out
.

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--
Ray Brunsting, CTO, Tula Foundation / www.tula.org

Greg,

Yeah, Ray has the right of it here. Access control on the mobile isn't
supported richly by the server yet, so the roles table you're describing
doesn't affect those user profiles. You'll need to update the user roles on
either the User Custom Properties UI or assign them during a user upload.

-Clayton

··· On Fri, Apr 5, 2013 at 2:39 PM, Greg Tao wrote:

Sweet. Got this to work to deny access to forms within a module. I'm not
sure how to assign a mobile worker's role to admin. The only options I see
are

-field implementer
-medical director
-read only
-app editor

I think I'm going to create a whole new application in the workspace if I
can't resolve this within the next few hours. It should server the data
collection needs just the same.
Thanks for your continued help.

On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote:

FYI. We've successfully implemented the solution described by Clayton,
so know it works. :slight_smile: Although we're not using it extensively yet, our
plan is develop a single application for multiple user types (CHW, nurse,
supervisor) and have user 'roles' (defined a custom case properties)
determine which forms are presented to the current user. The recent
addition of user 'sandboxing' on ODK, also allow multiple users to share
single device/single CommCare application. Ray

On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote:

Greg,

So what you're asking about is currently supported in a limited way. We
do support filtering the forms which are displayed to the user, and we
support doing that filtering based on properties associated with the user.

Unfortunately CommCare HQ's user interface currently only permits
entering this form filtering data for forms which are associated with a
case (the majority of filtering is performed based on information about a
case). We are hoping to fix that soon so that forms can be filtered whether
or not they require you to select a case before they are entered.

Currently you could work around this problem by requiring the user to
select a case (any patient on the phone, for instance) before filling out
the form, so that the filtering option is enabled.

You can see an example of a filter configured around the property
"user_role" on on this form:

https://www.commcarehq.org/a/corpora/apps/view/
cc3315e9bdb5719c7b57d6ee5b19e7**97/modules-7/forms-2/?edit=**truehttps://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true

the filter is

count(instance('**commcaresession')/session/**user/data/user_role) > 0
and instance('commcaresession')/**session/user/data/user_role='**admin'

which tests for whether the current user has the property "user_role"
set to "admin".

-Clayton

On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao greg...@gmail.com wrote:

A more concise explanation:
I want to deny access to some forms for a group of users... and don't
know how.

On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote:

I'm a noob at CommCare and would like to know if there is any way to
control user permissions of specific forms.

I have used the bulk upload of users, and searched through all the
form properties, but can't find a way to do this.

The use case is to allow nurses at health posts to view forms to enter
patient data, and to allow our field managers to view additional forms
where they can evaluate the nurses. We would prefer that the nurses do not
see the "nurse evaluation" forms as it contains very frank questions.

Thanks in advance for your help.

-Greg

--
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Groups "commcare-users" group.
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Hello,

Please see the documentation here
https://confluence.dimagi.com/display/commcarepublic/Form+Display+Conditions
for
the most up to date information on form filtering.

Cheers,
Will

··· On Sun, Nov 13, 2016 at 4:38 AM, Jiehua CHEN wrote:

Hi,

Is it function still working? The link is gone. I could not find section
to input the filtering information. Any help would be appreciated.

On Thursday, April 4, 2013 at 6:32:33 PM UTC+3, Clayton Sims wrote:

Greg,

So what you’re asking about is currently supported in a limited way. We
do support filtering the forms which are displayed to the user, and we
support doing that filtering based on properties associated with the user.

Unfortunately CommCare HQ’s user interface currently only permits
entering this form filtering data for forms which are associated with a
case (the majority of filtering is performed based on information about a
case). We are hoping to fix that soon so that forms can be filtered whether
or not they require you to select a case before they are entered.

Currently you could work around this problem by requiring the user to
select a case (any patient on the phone, for instance) before filling out
the form, so that the filtering option is enabled.

You can see an example of a filter configured around the property
"user_role" on on this form:

https://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb57
19c7b57d6ee5b19e797/modules-7/forms-2/?edit=true

the filter is

count(instance(‘commcaresession’)/session/user/data/user_role) > 0 and
instance(‘commcaresession’)/session/user/data/user_role=‘admin’

which tests for whether the current user has the property “user_role” set
to “admin”.

-Clayton

On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao greg...@gmail.com wrote:

A more concise explanation:
I want to deny access to some forms for a group of users… and don’t
know how.

On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote:

I’m a noob at CommCare and would like to know if there is any way to
control user permissions of specific forms.

I have used the bulk upload of users, and searched through all the form
properties, but can’t find a way to do this.

The use case is to allow nurses at health posts to view forms to enter
patient data, and to allow our field managers to view additional forms
where they can evaluate the nurses. We would prefer that the nurses do not
see the “nurse evaluation” forms as it contains very frank questions.

Thanks in advance for your help.

-Greg


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/groups/opt_out.


You received this message because you are subscribed to the Google Groups
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For more options, visit https://groups.google.com/d/optout.

OK. Trying this now. I’ll let you know how it goes.
Thanks.

··· On Saturday, April 6, 2013 2:47:57 AM UTC+8, Ray Brunsting wrote: > > We define application roles as "Custom Regiration Data", and did not use > the builtin CommCare worker roles. The page below illustrates the setup. > As you will see, we use the same check to include/skip questions within a > form. Ray > > [image: Inline image 1] > > > On Fri, Apr 5, 2013 at 2:39 PM, Greg Tao <greg...@gmail.com >wrote: > >> Sweet. Got this to work to deny access to forms within a module. I'm >> not sure how to assign a mobile worker's role to admin. The only options I >> see are >> >> -field implementer >> -medical director >> -read only >> -app editor >> >> I think I'm going to create a whole new application in the workspace if I >> can't resolve this within the next few hours. It should server the data >> collection needs just the same. >> Thanks for your continued help. >> >> >> >> On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote: >>> >>> FYI. We've successfully implemented the solution described by Clayton, >>> so know it works. :) Although we're not using it extensively yet, our >>> plan is develop a single application for multiple user types (CHW, nurse, >>> supervisor) and have user 'roles' (defined a custom case properties) >>> determine which forms are presented to the current user. The recent >>> addition of user 'sandboxing' on ODK, also allow multiple users to share >>> single device/single CommCare application. Ray >>> >>> On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote: >>>> >>>> Greg, >>>> >>>> So what you're asking about is currently supported in a limited way. We >>>> do support filtering the forms which are displayed to the user, and we >>>> support doing that filtering based on properties associated with the user. >>>> >>>> Unfortunately CommCare HQ's user interface currently only permits >>>> entering this form filtering data for forms which are associated with a >>>> case (the majority of filtering is performed based on information about a >>>> case). We are hoping to fix that soon so that forms can be filtered whether >>>> or not they require you to select a case before they are entered. >>>> >>>> Currently you could work around this problem by requiring the user to >>>> select a case (any patient on the phone, for instance) before filling out >>>> the form, so that the filtering option is enabled. >>>> >>>> You can see an example of a filter configured around the property >>>> "user_role" on on this form: >>>> >>>> https://www.commcarehq.org/a/**corpora/apps/view/** >>>> cc3315e9bdb5719c7b57d6ee5b19e7**97/modules-7/forms-2/?edit=**true >>>> >>>> the filter is >>>> >>>> count(instance('**commcaresession')/session/**user/data/user_role) > 0 >>>> and instance('commcaresession')/**session/user/data/user_role='**admin' >>>> >>>> which tests for whether the current user has the property "user_role" >>>> set to "admin". >>>> >>>> -Clayton >>>> >>>> >>>> On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao wrote: >>>> >>>>> A more concise explanation: >>>>> I want to deny access to some forms for a group of users... and don't >>>>> know how. >>>>> >>>>> >>>>> On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: >>>>>> >>>>>> I'm a noob at CommCare and would like to know if there is any way to >>>>>> control user permissions of specific forms. >>>>>> >>>>>> I have used the bulk upload of users, and searched through all the >>>>>> form properties, but can't find a way to do this. >>>>>> >>>>>> The use case is to allow nurses at health posts to view forms to >>>>>> enter patient data, and to allow our field managers to view additional >>>>>> forms where they can evaluate the nurses. We would prefer that the nurses >>>>>> do not see the "nurse evaluation" forms as it contains very frank questions. >>>>>> >>>>>> Thanks in advance for your help. >>>>>> >>>>>> -Greg >>>>>> >>>>> -- >>>>> 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/**groups/opt_out >>>>> . >>>>> >>>>> >>>>> >>>> >>>> -- >> 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/groups/opt_out. >> >> >> > > > > -- > Ray Brunsting, CTO, Tula Foundation / www.tula.org >

I may be able to get around all this if I can view data entered from
multiple applications in the “Manage Data” Tab.

One application would have “patient” cases and the second has "clinic"
cases used by admins to enter info about clinic evaluations during field
visits. Will both data sets show up?

··· On Saturday, April 6, 2013 3:11:34 AM UTC+8, Greg Tao wrote: > > OK. Trying this now. I'll let you know how it goes. > Thanks. > > On Saturday, April 6, 2013 2:47:57 AM UTC+8, Ray Brunsting wrote: >> >> We define application roles as "Custom Regiration Data", and did not use >> the builtin CommCare worker roles. The page below illustrates the setup. >> As you will see, we use the same check to include/skip questions within a >> form. Ray >> >> [image: Inline image 1] >> >> >> On Fri, Apr 5, 2013 at 2:39 PM, Greg Tao wrote: >> >>> Sweet. Got this to work to deny access to forms within a module. I'm >>> not sure how to assign a mobile worker's role to admin. The only options I >>> see are >>> >>> -field implementer >>> -medical director >>> -read only >>> -app editor >>> >>> I think I'm going to create a whole new application in the workspace if >>> I can't resolve this within the next few hours. It should server the data >>> collection needs just the same. >>> Thanks for your continued help. >>> >>> >>> >>> On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote: >>>> >>>> FYI. We've successfully implemented the solution described by Clayton, >>>> so know it works. :) Although we're not using it extensively yet, our >>>> plan is develop a single application for multiple user types (CHW, nurse, >>>> supervisor) and have user 'roles' (defined a custom case properties) >>>> determine which forms are presented to the current user. The recent >>>> addition of user 'sandboxing' on ODK, also allow multiple users to share >>>> single device/single CommCare application. Ray >>>> >>>> On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote: >>>>> >>>>> Greg, >>>>> >>>>> So what you're asking about is currently supported in a limited way. >>>>> We do support filtering the forms which are displayed to the user, and we >>>>> support doing that filtering based on properties associated with the user. >>>>> >>>>> Unfortunately CommCare HQ's user interface currently only permits >>>>> entering this form filtering data for forms which are associated with a >>>>> case (the majority of filtering is performed based on information about a >>>>> case). We are hoping to fix that soon so that forms can be filtered whether >>>>> or not they require you to select a case before they are entered. >>>>> >>>>> Currently you could work around this problem by requiring the user to >>>>> select a case (any patient on the phone, for instance) before filling out >>>>> the form, so that the filtering option is enabled. >>>>> >>>>> You can see an example of a filter configured around the property >>>>> "user_role" on on this form: >>>>> >>>>> https://www.commcarehq.org/a/**corpora/apps/view/** >>>>> cc3315e9bdb5719c7b57d6ee5b19e7**97/modules-7/forms-2/?edit=**true >>>>> >>>>> the filter is >>>>> >>>>> count(instance('**commcaresession')/session/**user/data/user_role) > >>>>> 0 and instance('commcaresession')/**session/user/data/user_role='** >>>>> admin' >>>>> >>>>> which tests for whether the current user has the property "user_role" >>>>> set to "admin". >>>>> >>>>> -Clayton >>>>> >>>>> >>>>> On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao wrote: >>>>> >>>>>> A more concise explanation: >>>>>> I want to deny access to some forms for a group of users... and don't >>>>>> know how. >>>>>> >>>>>> >>>>>> On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: >>>>>>> >>>>>>> I'm a noob at CommCare and would like to know if there is any way to >>>>>>> control user permissions of specific forms. >>>>>>> >>>>>>> I have used the bulk upload of users, and searched through all the >>>>>>> form properties, but can't find a way to do this. >>>>>>> >>>>>>> The use case is to allow nurses at health posts to view forms to >>>>>>> enter patient data, and to allow our field managers to view additional >>>>>>> forms where they can evaluate the nurses. We would prefer that the nurses >>>>>>> do not see the "nurse evaluation" forms as it contains very frank questions. >>>>>>> >>>>>>> Thanks in advance for your help. >>>>>>> >>>>>>> -Greg >>>>>>> >>>>>> -- >>>>>> 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/**groups/opt_out >>>>>> . >>>>>> >>>>>> >>>>>> >>>>> >>>>> -- >>> 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/groups/opt_out. >>> >>> >>> >> >> >> >> -- >> Ray Brunsting, CTO, Tula Foundation / www.tula.org >> >

I got it to work! user_role = “admin” did it.

··· On Saturday, April 6, 2013 3:21:23 AM UTC+8, Greg Tao wrote: > > I may be able to get around all this if I can view data entered from > multiple applications in the "Manage Data" Tab. > > One application would have "patient" cases and the second has "clinic" > cases used by admins to enter info about clinic evaluations during field > visits. Will both data sets show up? > > On Saturday, April 6, 2013 3:11:34 AM UTC+8, Greg Tao wrote: >> >> OK. Trying this now. I'll let you know how it goes. >> Thanks. >> >> On Saturday, April 6, 2013 2:47:57 AM UTC+8, Ray Brunsting wrote: >>> >>> We define application roles as "Custom Regiration Data", and did not use >>> the builtin CommCare worker roles. The page below illustrates the setup. >>> As you will see, we use the same check to include/skip questions within a >>> form. Ray >>> >>> [image: Inline image 1] >>> >>> >>> On Fri, Apr 5, 2013 at 2:39 PM, Greg Tao wrote: >>> >>>> Sweet. Got this to work to deny access to forms within a module. I'm >>>> not sure how to assign a mobile worker's role to admin. The only options I >>>> see are >>>> >>>> -field implementer >>>> -medical director >>>> -read only >>>> -app editor >>>> >>>> I think I'm going to create a whole new application in the workspace if >>>> I can't resolve this within the next few hours. It should server the data >>>> collection needs just the same. >>>> Thanks for your continued help. >>>> >>>> >>>> >>>> On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote: >>>>> >>>>> FYI. We've successfully implemented the solution described by >>>>> Clayton, so know it works. :) Although we're not using it extensively >>>>> yet, our plan is develop a single application for multiple user types (CHW, >>>>> nurse, supervisor) and have user 'roles' (defined a custom case properties) >>>>> determine which forms are presented to the current user. The recent >>>>> addition of user 'sandboxing' on ODK, also allow multiple users to share >>>>> single device/single CommCare application. Ray >>>>> >>>>> On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote: >>>>>> >>>>>> Greg, >>>>>> >>>>>> So what you're asking about is currently supported in a limited way. >>>>>> We do support filtering the forms which are displayed to the user, and we >>>>>> support doing that filtering based on properties associated with the user. >>>>>> >>>>>> Unfortunately CommCare HQ's user interface currently only permits >>>>>> entering this form filtering data for forms which are associated with a >>>>>> case (the majority of filtering is performed based on information about a >>>>>> case). We are hoping to fix that soon so that forms can be filtered whether >>>>>> or not they require you to select a case before they are entered. >>>>>> >>>>>> Currently you could work around this problem by requiring the user to >>>>>> select a case (any patient on the phone, for instance) before filling out >>>>>> the form, so that the filtering option is enabled. >>>>>> >>>>>> You can see an example of a filter configured around the property >>>>>> "user_role" on on this form: >>>>>> >>>>>> https://www.commcarehq.org/a/**corpora/apps/view/** >>>>>> cc3315e9bdb5719c7b57d6ee5b19e7**97/modules-7/forms-2/?edit=**true >>>>>> >>>>>> the filter is >>>>>> >>>>>> count(instance('**commcaresession')/session/**user/data/user_role) > >>>>>> 0 and instance('commcaresession')/**session/user/data/user_role='** >>>>>> admin' >>>>>> >>>>>> which tests for whether the current user has the property "user_role" >>>>>> set to "admin". >>>>>> >>>>>> -Clayton >>>>>> >>>>>> >>>>>> On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao wrote: >>>>>> >>>>>>> A more concise explanation: >>>>>>> I want to deny access to some forms for a group of users... and >>>>>>> don't know how. >>>>>>> >>>>>>> >>>>>>> On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote: >>>>>>>> >>>>>>>> I'm a noob at CommCare and would like to know if there is any way >>>>>>>> to control user permissions of specific forms. >>>>>>>> >>>>>>>> I have used the bulk upload of users, and searched through all the >>>>>>>> form properties, but can't find a way to do this. >>>>>>>> >>>>>>>> The use case is to allow nurses at health posts to view forms to >>>>>>>> enter patient data, and to allow our field managers to view additional >>>>>>>> forms where they can evaluate the nurses. We would prefer that the nurses >>>>>>>> do not see the "nurse evaluation" forms as it contains very frank questions. >>>>>>>> >>>>>>>> Thanks in advance for your help. >>>>>>>> >>>>>>>> -Greg >>>>>>>> >>>>>>> -- >>>>>>> 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/**groups/opt_out >>>>>>> . >>>>>>> >>>>>>> >>>>>>> >>>>>> >>>>>> -- >>>> 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/groups/opt_out. >>>> >>>> >>>> >>> >>> >>> >>> -- >>> Ray Brunsting, CTO, Tula Foundation / www.tula.org >>> >>

Greg,

Do you mean having two modules on the phone, one for the nurses and one for
the clinical review evaluations? That should be possible. Each user has
their own set of cases in the general sense. Users who are part of the same
case sharing group will download and sync up any cases they create but
currently the way the app builder handles this is to share all of those
cases, so if User A and User B are in the same case sharing group they will
have the same set of Patients and the same set of Clinics on their phone.

-Clayton

··· On Fri, Apr 5, 2013 at 3:21 PM, Greg Tao wrote:

I may be able to get around all this if I can view data entered from
multiple applications in the "Manage Data" Tab.

One application would have "patient" cases and the second has "clinic"
cases used by admins to enter info about clinic evaluations during field
visits. Will both data sets show up?

On Saturday, April 6, 2013 3:11:34 AM UTC+8, Greg Tao wrote:

OK. Trying this now. I'll let you know how it goes.
Thanks.

On Saturday, April 6, 2013 2:47:57 AM UTC+8, Ray Brunsting wrote:

We define application roles as "Custom Regiration Data", and did not use
the builtin CommCare worker roles. The page below illustrates the setup.
As you will see, we use the same check to include/skip questions within a
form. Ray

[image: Inline image 1]

On Fri, Apr 5, 2013 at 2:39 PM, Greg Tao greg...@gmail.com wrote:

Sweet. Got this to work to deny access to forms within a module. I'm
not sure how to assign a mobile worker's role to admin. The only options I
see are

-field implementer
-medical director
-read only
-app editor

I think I'm going to create a whole new application in the workspace if
I can't resolve this within the next few hours. It should server the data
collection needs just the same.
Thanks for your continued help.

On Friday, April 5, 2013 2:21:16 AM UTC+8, Ray Brunsting wrote:

FYI. We've successfully implemented the solution described by
Clayton, so know it works. :slight_smile: Although we're not using it extensively
yet, our plan is develop a single application for multiple user types (CHW,
nurse, supervisor) and have user 'roles' (defined a custom case properties)
determine which forms are presented to the current user. The recent
addition of user 'sandboxing' on ODK, also allow multiple users to share
single device/single CommCare application. Ray

On Thursday, April 4, 2013 11:32:33 AM UTC-4, Clayton Sims wrote:

Greg,

So what you're asking about is currently supported in a limited way.
We do support filtering the forms which are displayed to the user, and we
support doing that filtering based on properties associated with the user.

Unfortunately CommCare HQ's user interface currently only permits
entering this form filtering data for forms which are associated with a
case (the majority of filtering is performed based on information about a
case). We are hoping to fix that soon so that forms can be filtered whether
or not they require you to select a case before they are entered.

Currently you could work around this problem by requiring the user to
select a case (any patient on the phone, for instance) before filling out
the form, so that the filtering option is enabled.

You can see an example of a filter configured around the property
"user_role" on on this form:

https://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb57
19c7b57d6ee5b19e7**97/modules-7/**forms-2/?edit=**truehttps://www.commcarehq.org/a/corpora/apps/view/cc3315e9bdb5719c7b57d6ee5b19e797/modules-7/forms-2/?edit=true

the filter is

count(instance('commcaresession')/session/**user/data/user_**role)

0 and instance('commcaresession')/session/user/data/user_role='
admin'

which tests for whether the current user has the property "user_role"
set to "admin".

-Clayton

On Wed, Apr 3, 2013 at 6:04 PM, Greg Tao greg...@gmail.com wrote:

A more concise explanation:
I want to deny access to some forms for a group of users... and
don't know how.

On Thursday, April 4, 2013 5:57:43 AM UTC+8, Greg Tao wrote:

I'm a noob at CommCare and would like to know if there is any way
to control user permissions of specific forms.

I have used the bulk upload of users, and searched through all the
form properties, but can't find a way to do this.

The use case is to allow nurses at health posts to view forms to
enter patient data, and to allow our field managers to view additional
forms where they can evaluate the nurses. We would prefer that the nurses
do not see the "nurse evaluation" forms as it contains very frank questions.

Thanks in advance for your help.

-Greg

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--
Ray Brunsting, CTO, Tula Foundation / www.tula.org

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