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  1. General Workflow Suggestions

    or misspells a name, how will they correct that case data? It is best to add an "edit details" form to your application. This can be a very simple process: Make a copy … If you have several case types in your application you may want an edit form for each case type How will a user close a case? In a single application there may
    CommCare PublicFeb 19, 2019
  2. Case Configuration

    Monitoring", to see how this is done. This example application has one menu and three forms: Child Menu Registration - should create a new case Follow up … on the form that you want to create a new case and go to the "Case Management" Tab. In the drop-down menu choose "Registers a new case" open_a_case.PNG The first option
    CommCare PublicJul 19, 2017
  3. Basic Case Management Tutorial Part 3 - Updating a Case

    Management Settings Part of the Case Management Tutorial you will learn: How to make a form require a case How to make a form close a case Configure the Home Visit … that is created through the Registration form); we don't want to use this form to register new cases. The middle of the screen should look familiar - this is where you
    CommCare PublicJul 14, 2017
  4. Basic Case Management Tutorial Part 2- Registering a New Case

    Tutorial you will learn: The different features of the Case Management tab of Form Settings How to save data to the case Why it is useful to save data to the case … drop down where you can choose the type of form. As mentioned on this page, this form Registers a new case ("opens a case") - this makes the form one
    CommCare PublicJul 14, 2017
  5. Form Designer Feature Requests

    property value) METADATA needs to be included in the form when the form gets generated, including the standard bindings with JR preloaders On form loading … it is handled in the xform). The 'Load From Text' box that pops up (when clicking the button in the menu) should be blank (since we're trying to load a new form
    Dimagi PublicOct 08, 2010
  6. Setting up an SMS Information Service

    in your form to drive how workflow. Review the instructions here on creating a form for CommCare Messaging (Setup an SMS Survey). Some things to think through … To create an SMS information service, you need to define a keyword that the user can text (ex. INFO) and a form (survey) that manages the interaction
    CommCare PublicAug 27, 2015
  7. Form Builder

    The Form Builder is a tool used to create and manage forms in CommCare applications. There are several features of the form builder and it is essential … questions to a form: Navigate to an application of interest Open the Form Builder From the question tree, click the Add Question drop-down fb4.png Select
    CommCare PublicMay 01, 2019
  8. Case Loads on CommCare

    you think through them. Reasonable Case Loads The acceptable case load varies depending upon several factors: how big the case is the device/phone the complexity of what you are doing in your app how long your users can wait for a case list load or for a sync In general, for a single case type, we find the following
    CommCare PublicAug 19, 2016
  9. Generating a Unique ID for beneficiaries

    on the backend. These instructions detail how to create an easily readily, user-facing ID for beneficiaries. This should not be used to link data on the backend … , this prefix can also be a letter or a code, it does not have to be numeric. STEP 2: Create a counter in your registration form In your registration form, implement
    CommCare PublicNov 19, 2018
  10. Indexing Lookup Tables

    lookup table. If you're not sure whether a particular query is slowing down your app, try the following exercise: Create a form consisting of 3 questions: label1 … [mnch_services_available="yes"][district_id = /data/district_id]) If this table is large enough that this filter is slowing down performance in your form, you may
    CommCare PublicAug 22, 2018