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See "filtering the case list" here.



3) Child Cases


Many partners open a "child case" to create a referral. Child cases have the following important characteristics:
a) You can open the child case into a different case list, to be tracked separately from the parent case.
b) The child case will not close automatically when the parent case closes.
c) The child case can access and update case properties of its parent case at any time.

You can open a "referral" child case into a different "referrals" module, which contains forms associated that referral. 

Advantage: Easy to see and evaluate referrals data, since they are tracked as separate cases.

Challenge: When the parent case is closed, the referral child case remains open.

See more about "Child Cases" here.