This page covers Step 1a and 1b below.

To update your cases the first step is to determine which cases to update. To do so you need to use a unique ID so that CommCare can identify your cases. You have two options to do so

Options to determine which cases to updateSteps to follow
Option 1: Use the CommCare case export feature to download your cases and update them (Case Data Export). CommCare generates a unique ID for each case and store in a property called case_id.
  1. Download your cases making a case export, making sure you include the case_id column.
  2. Remove any cases that you don't want to change
  3. Remove any columns that you don't want to change/update
  4. Update the data in the columns that you want to change
  5. Add new columns for any new case properties you want to change
Option 2: If you already imported these cases using a unique ID  (Creating New Cases), you can use this ID to update the cases.  For example, you may have used household number as unique ID for importing cases. 
  1. Include your existing Unique ID column in your Excel document
  2. Add columns for other case properties you want to change or add.  You do not need to include all columns for the case, just the ones you want to update or add. 

 

Two example tables are shown below, one that using a downloaded case ID (option 1) and another that uses an existing Unique ID (option 2). 

Option 1: No Existing Unique ID:

nameis_pregnanthigh_riskinfo.case_id
Amelia Sagoffnoyesbcf3df0a-d19e-4701-86de-88f005aa258b
Andrea Fletcheryesno4ddba071-7b1e-433d-871b-c6d9c89fc390
Jeremy Wacksmannonob09bd9e8-cd9a-4a86-b14d-d0ac99d9a47a
Sheel Shahyesno8bb2e7ad-d098-4929-a67f-1d8df22e9be5

Option 2: Existing Unique ID (household number)

nameis_pregnanthigh_riskhousehold_number
Amelia SagoffnoyesAS4398
Andrea FletcheryesnoAF3933
Jeremy WacksmannonoJW4380
Sheel ShahyesnoSS6654


Next: 

Select and Import File >>

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