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- This process involves submitting a separate form to update the case data. So the original registration or other form will still be in the system, only the CASE DATA will be updated. As such, when analyzing data, if you only look at the registration forms but not the registration update forms, you will not be looking at an accurate data set
- If you have several different case types in your application you may want an edit form for each case type
In a single application there may be many ways to close a case. For example, form from the user's perspective a case may be closed automatically when an event occurs, such as giving birth or recovering from an illness. However, sometimes it is important to account for edge cases where a case may have been registered twice or by accident.
There are a couple of different ways of ways to deal with this:
- You can add a "remove name" form to your application to deal with these situations- remember that using language like "close case" may not be clear to the user, as from their perspective you are enabling a way to remove the name from their list.
- You can add an option to an edit form that allows the user to remove the name (i.e. "do you want to remove this user from your phone? Yes/No -> if yes, close the case)
- You can alter a case property which filters the case out of the user's case list. This can be a useful approach when you want someone other than the mobile user to have control over actually closing out a case. This solution is only recommended if you have case sharing enabled and therefore a way to actually close out the cases in a different application. Filtering the cases without a way to close them would lead to an build up of non-accessible cases on the phone over time. You could have a CloudCare app that can see all cases where a case property called case_to_close = "yes" and then the CloudCare user can deal with the case (i.e. determine if it is safe to close it, etc.)