What if we want one form to appear in two separate applications?

Hi all – A basic question here…

We have two separate apps in our project. One of the applications is for
use by mobile community health workers (has forms to register new clients
and sometimes create clinic referrals) … and another app for the
clinicians within a facility that pick up those referrals and record the
services given.

Now we’re finding that in some circumstances, we’d like the clinicians
(who usually simply deal with cases of type Referral) to also be able to
register a new client just like the community health workers do. And
using basically the very same form.

My dream would be that I could have CommCare display that very same form
over in the clinician’s app as well… rather than me having to totally
replicate it, which would be a serious effort, and would multiply all
subsequent development work by two.

Can you tell me the best way to have that same form appear in both apps?

(If there are no good answers to that, then I even wonder about the idea of
putting ALL the project’s forms into a single app which would be on all of
our phones, and then controlling what mobile users can see what forms (not
that I know how to do that) … but I worry that oceans of cases would
therefore appear on every single user’s phone… plus I’m sure many other
undesirably consequences.)

Thanks much –

Eric

p.s. in my last sentence above, I meant to say “oceans of cases would
therefore be loaded into every single phone.” In that comment I’m
worrying more about the phone’s memory, not about what cases would become
visible to a given user.

Hi Eric,

You can easily copy a form by go to the Form Settings Page, going to
advanced, and clicking on Download to download the XForm*.* Then go to
the second app, add a new form, but instead of clicking on "edit form"
again go to advanced, but this time *Upload *and then choose the form you
downloaded.

The only thing to consider is that if you change one form the other one
will also need to be updated.

Hope this helps!

Jeremy

··· On Fri, May 22, 2015 at 5:51 AM, Eric Stephan wrote:

p.s. in my last sentence above, I meant to say “oceans of cases would
therefore be loaded into every single phone.” In that comment I’m
worrying more about the phone’s memory, not about what cases would become
visible to a given user.


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Jeremy Wacksman
Dimagi http://www.dimagi.com, Inc.

Great point – that does help me. I guess it’s also clear that there’s no
magic way of making it so that the very SAME form be invoked in two
different apps (as opposed to a separate identical copy that was
transplanted into that second app.)

Thanks!

Eric

Hi Eric- I believe that is correct. Though it makes sense that this could
be a useful feature. You could post an idea for it on UserVoice
http://dimagi.uservoice.com/.

Thanks,

Jeremy

··· On Mon, May 25, 2015 at 12:56 AM, Eric Stephan wrote:

Great point – that does help me. I guess it’s also clear that there’s
no magic way of making it so that the very SAME form be invoked in two
different apps (as opposed to a separate identical copy that was
transplanted into that second app.)

Thanks!

Eric


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Jeremy Wacksman
Dimagi http://www.dimagi.com, Inc.