Bootstrapping Survey Templates

All new surveys must be created from a template. The user may choose a particular template (WIP feature), but otherwise the system will default to a template named Basic Template. Database migrations will not create this template since doing so relies on having the app populated with user accounts and a project that this template can belong to. These could change among deployments so they are not automated.

Creating a Project for the Template

You should choose a project that all superuser user types can access and use to manage these sorts of shared content. Easiest is to create a project name/slugged "superuser" manually using the user interface. Keep it admins-only and unlisted.

Create the initial Basic Template

For this you will need to connect to the production database and manually run queries. Use the npm run shell command from the infra/ package.

Be sure to update project_id to what's appropriate for you deployment!

do $$
    declare survey_id int;
    declare form_id int;
    declare project_id int;
    begin
        project_id = 16;
        insert into surveys (project_id, name) values (project_id, 'Basic Template') returning id into survey_id;
        insert into forms (survey_id) values (survey_id) returning id into form_id;
        update forms set is_template = true, template_type = 'SURVEYS', template_name = 'Basic Template' where id = form_id;
        insert into form_elements (form_id, component_settings, type_id, body) values (form_id, '{"beginButtonText": "Begin"}'::jsonb, 'WelcomeMessage', '{"type": "doc", "content": [{"type": "heading", "attrs": {"level": 1}, "content": [{"text": "Welcome to the Survey", "type": "text"}]}, {"type": "paragraph", "content": [{"text": "Please describe your survey to potential respondents here.", "type": "text"}]}]}'::jsonb);
        insert into form_elements (form_id, component_settings, type_id, body) values (form_id, '{}'::jsonb, 'ShortText', '{"type": "doc", "content": [{"type": "question"}]}'::jsonb);
    end;
$$;