Case Lists and Conditional "Open Case Condition"

Hi All,
This question is about organisation. I want data collectors in the field to
be able to open a list of cases and select a farmer from those. Or, if that
is not possible, the first question on the registration of a new farmer, I
would want the first question to be a conditional Yes/No, where a No doesnt
allow for a new farmer to be registered and instead instructs the user to
find their name in the case list.
Thanks, kirt

Hi Kirt,

Can you elaborate what you are asking about with the first question?

Is this feature what you are looking to achieve?
https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985

-Clayton

··· On Mon, Sep 11, 2017 at 5:09 AM, wrote:

Hi All,
This question is about organisation. I want data collectors in the field
to be able to open a list of cases and select a farmer from those. Or, if
that is not possible, the first question on the registration of a new
farmer, I would want the first question to be a conditional Yes/No, where a
No doesnt allow for a new farmer to be registered and instead instructs the
user to find their name in the case list.
Thanks, kirt

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Hi Clayton,
I have over come this first problem by adding logic (validation conditions)
to the form. I have another question now.

We have a lot of data collected from farmers using a form which is a
"registration" form. I have now set up a follow up form. I want some fields
in the first form (particularly name and location) to be linked to all
subsequent forms. I know how to do this, I have set it up in a dummy app,
but I cannot get the follow up form to load data that was collected BEFORE
the follow up form was created. Is this possible? I have a good
understanding of how to make this work, starting from scratch, but since we
have already collected data and have decided to create a follow up form
after that collection of data, i want this new form to be able to load data
which has been already submitted.

Thanks, kirt

··· On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote: > > Hi Kirt, > > Can you elaborate what you are asking about with the first question? > > Is this feature what you are looking to achieve? > https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985 > > -Clayton > > On Mon, Sep 11, 2017 at 5:09 AM, <k.ha...@cqu.edu.au > wrote: > >> Hi All, >> This question is about organisation. I want data collectors in the field >> to be able to open a list of cases and select a farmer from those. Or, if >> that is not possible, the first question on the registration of a new >> farmer, I would want the first question to be a conditional Yes/No, where a >> No doesnt allow for a new farmer to be registered and instead instructs the >> user to find their name in the case list. >> Thanks, kirt >> >> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

Hi Kirt

The only way to load data into a form is by using cases. If the previous
forms did not create cases then there is no way to get that data into the
follow up form. What you can do though is to manually create the cases by
doing a case import. You would create a spreadsheet with one row per case
and define all the case properties you want. After doing the import you can
build the follow up form to use normal case management to load the cases
into the form.

Here is the documentation on importing cases:
https://confluence.dimagi.com/display/commcarepublic/Importing+Cases+Using+Excel

Cheers
Simon

Simon Kelly
Director of Server Engineer | Dimagi

··· On 15 September 2017 at 05:55, wrote:

Hi Clayton,
I have over come this first problem by adding logic (validation
conditions) to the form. I have another question now.

We have a lot of data collected from farmers using a form which is a
"registration" form. I have now set up a follow up form. I want some fields
in the first form (particularly name and location) to be linked to all
subsequent forms. I know how to do this, I have set it up in a dummy app,
but I cannot get the follow up form to load data that was collected BEFORE
the follow up form was created. Is this possible? I have a good
understanding of how to make this work, starting from scratch, but since we
have already collected data and have decided to create a follow up form
after that collection of data, i want this new form to be able to load data
which has been already submitted.

Thanks, kirt

On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote:

Hi Kirt,

Can you elaborate what you are asking about with the first question?

Is this feature what you are looking to achieve?
https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985

-Clayton

On Mon, Sep 11, 2017 at 5:09 AM, k.ha...@cqu.edu.au wrote:

Hi All,
This question is about organisation. I want data collectors in the field
to be able to open a list of cases and select a farmer from those. Or, if
that is not possible, the first question on the registration of a new
farmer, I would want the first question to be a conditional Yes/No, where a
No doesnt allow for a new farmer to be registered and instead instructs the
user to find their name in the case list.
Thanks, kirt

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You have answered my question exactly Simon. Thank you. I will try this and
if I have more questions Ill get in touch. But again, thank you.

··· On Friday, 15 September 2017 17:16:21 UTC+10, skelly wrote: > > Hi Kirt > > The only way to load data into a form is by using cases. If the previous > forms did not create cases then there is no way to get that data into the > follow up form. What you can do though is to manually create the cases by > doing a case import. You would create a spreadsheet with one row per case > and define all the case properties you want. After doing the import you can > build the follow up form to use normal case management to load the cases > into the form. > > Here is the documentation on importing cases: > https://confluence.dimagi.com/display/commcarepublic/Importing+Cases+Using+Excel > > Cheers > Simon > > Simon Kelly > Director of Server Engineer | Dimagi > > On 15 September 2017 at 05:55, <k.ha...@cqu.edu.au > wrote: > >> Hi Clayton, >> I have over come this first problem by adding logic (validation >> conditions) to the form. I have another question now. >> >> We have a lot of data collected from farmers using a form which is a >> "registration" form. I have now set up a follow up form. I want some fields >> in the first form (particularly name and location) to be linked to all >> subsequent forms. I know how to do this, I have set it up in a dummy app, >> but I cannot get the follow up form to load data that was collected BEFORE >> the follow up form was created. Is this possible? I have a good >> understanding of how to make this work, starting from scratch, but since we >> have already collected data and have decided to create a follow up form >> after that collection of data, i want this new form to be able to load data >> which has been already submitted. >> >> Thanks, kirt >> >> >> On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote: >>> >>> Hi Kirt, >>> >>> Can you elaborate what you are asking about with the first question? >>> >>> Is this feature what you are looking to achieve? >>> https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985 >>> >>> -Clayton >>> >>> On Mon, Sep 11, 2017 at 5:09 AM, wrote: >>> >>>> Hi All, >>>> This question is about organisation. I want data collectors in the >>>> field to be able to open a list of cases and select a farmer from those. >>>> Or, if that is not possible, the first question on the registration of a >>>> new farmer, I would want the first question to be a conditional Yes/No, >>>> where a No doesnt allow for a new farmer to be registered and instead >>>> instructs the user to find their name in the case list. >>>> Thanks, kirt >>>> >>>> -- >>>> You received this message because you are subscribed to the Google >>>> Groups "commcare-users" group. >>>> To unsubscribe from this group and stop receiving emails from it, send >>>> an email to commcare-user...@googlegroups.com. >>>> For more options, visit https://groups.google.com/d/optout. >>>> >>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

Hi Simon,
So i have had no problems uploading through excel. My issue is getting the
case properties for each case to be seen in the follow up form. I have the
excel sheet uploading cases, but I just cant get these to form a list for
the follow up form (for mobile users in the field). When i search for a
name in the app preview of the right-hand side, i cant access any of the
names i have just uploaded. i know this question isnt worded very well, but
I am trying to achieve this
Case Configuration - CommCare Public - CommCare Public -
which says "All that is required to do is to press "save"- now you will
have to pick a name prior to opening any form.". this is exactly what i
want, but with amount of little mistakes possible, i cant see where i am
going wrong. thanks again
kirt

··· On Friday, 15 September 2017 17:16:21 UTC+10, skelly wrote: > > Hi Kirt > > The only way to load data into a form is by using cases. If the previous > forms did not create cases then there is no way to get that data into the > follow up form. What you can do though is to manually create the cases by > doing a case import. You would create a spreadsheet with one row per case > and define all the case properties you want. After doing the import you can > build the follow up form to use normal case management to load the cases > into the form. > > Here is the documentation on importing cases: > https://confluence.dimagi.com/display/commcarepublic/Importing+Cases+Using+Excel > > Cheers > Simon > > Simon Kelly > Director of Server Engineer | Dimagi > > On 15 September 2017 at 05:55, <k.ha...@cqu.edu.au > wrote: > >> Hi Clayton, >> I have over come this first problem by adding logic (validation >> conditions) to the form. I have another question now. >> >> We have a lot of data collected from farmers using a form which is a >> "registration" form. I have now set up a follow up form. I want some fields >> in the first form (particularly name and location) to be linked to all >> subsequent forms. I know how to do this, I have set it up in a dummy app, >> but I cannot get the follow up form to load data that was collected BEFORE >> the follow up form was created. Is this possible? I have a good >> understanding of how to make this work, starting from scratch, but since we >> have already collected data and have decided to create a follow up form >> after that collection of data, i want this new form to be able to load data >> which has been already submitted. >> >> Thanks, kirt >> >> >> On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote: >>> >>> Hi Kirt, >>> >>> Can you elaborate what you are asking about with the first question? >>> >>> Is this feature what you are looking to achieve? >>> https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985 >>> >>> -Clayton >>> >>> On Mon, Sep 11, 2017 at 5:09 AM, wrote: >>> >>>> Hi All, >>>> This question is about organisation. I want data collectors in the >>>> field to be able to open a list of cases and select a farmer from those. >>>> Or, if that is not possible, the first question on the registration of a >>>> new farmer, I would want the first question to be a conditional Yes/No, >>>> where a No doesnt allow for a new farmer to be registered and instead >>>> instructs the user to find their name in the case list. >>>> Thanks, kirt >>>> >>>> -- >>>> You received this message because you are subscribed to the Google >>>> Groups "commcare-users" group. >>>> To unsubscribe from this group and stop receiving emails from it, send >>>> an email to commcare-user...@googlegroups.com. >>>> For more options, visit https://groups.google.com/d/optout. >>>> >>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

Hi Kirt

There are a few things you should be aware of:

  • case type
    • all cases have a 'type' and each form usually only deals with a
      single case type
    • if a form is expecting a case of type 'A' then it won't list any
      cases of type 'B' in the case list
    • make sure your form is looking for the right case type
  • case ownership
    • cases are 'owned' by users or groups
    • only cases owned by your user or a group your user is in will show
      up in the list
    • make sure your cases have the correct 'owner_id' property set
    • In the app preview you can use 'Login as' to simulate logging in as
      another user which will show you cases belonging to thta user

I hope that helps.
Simon

Simon Kelly
Director of Server Engineer | Dimagi

··· On 19 September 2017 at 07:23, wrote:

Hi Simon,
So i have had no problems uploading through excel. My issue is getting the
case properties for each case to be seen in the follow up form. I have the
excel sheet uploading cases, but I just cant get these to form a list for
the follow up form (for mobile users in the field). When i search for a
name in the app preview of the right-hand side, i cant access any of the
names i have just uploaded. i know this question isnt worded very well, but
I am trying to achieve this https://confluence.dimagi.com/
display/commcarepublic/Case+Configuration - which says "All that is
required to do is to press "save"- now you will have to pick a name
prior to opening any form.". this is exactly what i want, but with amount
of little mistakes possible, i cant see where i am going wrong. thanks again
kirt

On Friday, 15 September 2017 17:16:21 UTC+10, skelly wrote:

Hi Kirt

The only way to load data into a form is by using cases. If the previous
forms did not create cases then there is no way to get that data into the
follow up form. What you can do though is to manually create the cases by
doing a case import. You would create a spreadsheet with one row per case
and define all the case properties you want. After doing the import you can
build the follow up form to use normal case management to load the cases
into the form.

Here is the documentation on importing cases: https://confluence.dima
gi.com premium domain name for sale - digitalcandy.uk

Cheers
Simon

Simon Kelly
Director of Server Engineer | Dimagi

On 15 September 2017 at 05:55, k.ha...@cqu.edu.au wrote:

Hi Clayton,
I have over come this first problem by adding logic (validation
conditions) to the form. I have another question now.

We have a lot of data collected from farmers using a form which is a
"registration" form. I have now set up a follow up form. I want some fields
in the first form (particularly name and location) to be linked to all
subsequent forms. I know how to do this, I have set it up in a dummy app,
but I cannot get the follow up form to load data that was collected BEFORE
the follow up form was created. Is this possible? I have a good
understanding of how to make this work, starting from scratch, but since we
have already collected data and have decided to create a follow up form
after that collection of data, i want this new form to be able to load data
which has been already submitted.

Thanks, kirt

On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote:

Hi Kirt,

Can you elaborate what you are asking about with the first question?

Is this feature what you are looking to achieve?
https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985

-Clayton

On Mon, Sep 11, 2017 at 5:09 AM, k.ha...@cqu.edu.au wrote:

Hi All,
This question is about organisation. I want data collectors in the
field to be able to open a list of cases and select a farmer from those.
Or, if that is not possible, the first question on the registration of a
new farmer, I would want the first question to be a conditional Yes/No,
where a No doesnt allow for a new farmer to be registered and instead
instructs the user to find their name in the case list.
Thanks, kirt

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Hi Simon, thanks again mate. It was the "owner_id", I had over looked that
detail and had confused case_id and owner_id as basically the same thing.
Legend, thanks!

··· On Tuesday, 19 September 2017 16:37:47 UTC+10, skelly wrote: > > Hi Kirt > > There are a few things you should be aware of: > > - case type > - all cases have a 'type' and each form usually only deals with a > single case type > - if a form is expecting a case of type 'A' then it won't list any > cases of type 'B' in the case list > - make sure your form is looking for the right case type > - case ownership > - cases are 'owned' by users or groups > - only cases owned by your user or a group your user is in will > show up in the list > - make sure your cases have the correct 'owner_id' property set > - In the app preview you can use 'Login as' to simulate logging in > as another user which will show you cases belonging to thta user > > I hope that helps. > Simon > > Simon Kelly > Director of Server Engineer | Dimagi > > On 19 September 2017 at 07:23, <k.ha...@cqu.edu.au > wrote: > >> Hi Simon, >> So i have had no problems uploading through excel. My issue is getting >> the case properties for each case to be seen in the follow up form. I have >> the excel sheet uploading cases, but I just cant get these to form a list >> for the follow up form (for mobile users in the field). When i search for a >> name in the app preview of the right-hand side, i cant access any of the >> names i have just uploaded. i know this question isnt worded very well, but >> I am trying to achieve this >> https://confluence.dimagi.com/display/commcarepublic/Case+Configuration >> - which says "All that is *required* to do is to press "save"- now you >> will have to pick a name prior to opening any form.". this is exactly what >> i want, but with amount of little mistakes possible, i cant see where i am >> going wrong. thanks again >> kirt >> >> On Friday, 15 September 2017 17:16:21 UTC+10, skelly wrote: >>> >>> Hi Kirt >>> >>> The only way to load data into a form is by using cases. If the previous >>> forms did not create cases then there is no way to get that data into the >>> follow up form. What you can do though is to manually create the cases by >>> doing a case import. You would create a spreadsheet with one row per case >>> and define all the case properties you want. After doing the import you can >>> build the follow up form to use normal case management to load the cases >>> into the form. >>> >>> Here is the documentation on importing cases: >>> https://confluence.dimagi.com/display/commcarepublic/Importing+Cases+Using+Excel >>> >>> Cheers >>> Simon >>> >>> Simon Kelly >>> Director of Server Engineer | Dimagi >>> >>> On 15 September 2017 at 05:55, wrote: >>> >>>> Hi Clayton, >>>> I have over come this first problem by adding logic (validation >>>> conditions) to the form. I have another question now. >>>> >>>> We have a lot of data collected from farmers using a form which is a >>>> "registration" form. I have now set up a follow up form. I want some fields >>>> in the first form (particularly name and location) to be linked to all >>>> subsequent forms. I know how to do this, I have set it up in a dummy app, >>>> but I cannot get the follow up form to load data that was collected BEFORE >>>> the follow up form was created. Is this possible? I have a good >>>> understanding of how to make this work, starting from scratch, but since we >>>> have already collected data and have decided to create a follow up form >>>> after that collection of data, i want this new form to be able to load data >>>> which has been already submitted. >>>> >>>> Thanks, kirt >>>> >>>> >>>> On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote: >>>>> >>>>> Hi Kirt, >>>>> >>>>> Can you elaborate what you are asking about with the first question? >>>>> >>>>> Is this feature what you are looking to achieve? >>>>> https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985 >>>>> >>>>> -Clayton >>>>> >>>>> On Mon, Sep 11, 2017 at 5:09 AM, wrote: >>>>> >>>>>> Hi All, >>>>>> This question is about organisation. I want data collectors in the >>>>>> field to be able to open a list of cases and select a farmer from those. >>>>>> Or, if that is not possible, the first question on the registration of a >>>>>> new farmer, I would want the first question to be a conditional Yes/No, >>>>>> where a No doesnt allow for a new farmer to be registered and instead >>>>>> instructs the user to find their name in the case list. >>>>>> Thanks, kirt >>>>>> >>>>>> -- >>>>>> You received this message because you are subscribed to the Google >>>>>> Groups "commcare-users" group. >>>>>> To unsubscribe from this group and stop receiving emails from it, >>>>>> send an email to commcare-user...@googlegroups.com. >>>>>> For more options, visit https://groups.google.com/d/optout. >>>>>> >>>>> >>>>> -- >>>> You received this message because you are subscribed to the Google >>>> Groups "commcare-users" group. >>>> To unsubscribe from this group and stop receiving emails from it, send >>>> an email to commcare-user...@googlegroups.com. >>>> For more options, visit https://groups.google.com/d/optout. >>>> >>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "commcare-users" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to commcare-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

My pleasure

Simon Kelly
Director of Server Engineer | Dimagi

··· On 20 September 2017 at 06:14, wrote:

Hi Simon, thanks again mate. It was the "owner_id", I had over looked that
detail and had confused case_id and owner_id as basically the same thing.
Legend, thanks!

On Tuesday, 19 September 2017 16:37:47 UTC+10, skelly wrote:

Hi Kirt

There are a few things you should be aware of:

  • case type
    • all cases have a 'type' and each form usually only deals with a
      single case type
    • if a form is expecting a case of type 'A' then it won't list any
      cases of type 'B' in the case list
    • make sure your form is looking for the right case type
  • case ownership
    • cases are 'owned' by users or groups
    • only cases owned by your user or a group your user is in will
      show up in the list
    • make sure your cases have the correct 'owner_id' property set
    • In the app preview you can use 'Login as' to simulate logging in
      as another user which will show you cases belonging to thta user

I hope that helps.
Simon

Simon Kelly
Director of Server Engineer | Dimagi

On 19 September 2017 at 07:23, k.ha...@cqu.edu.au wrote:

Hi Simon,
So i have had no problems uploading through excel. My issue is getting
the case properties for each case to be seen in the follow up form. I have
the excel sheet uploading cases, but I just cant get these to form a list
for the follow up form (for mobile users in the field). When i search for a
name in the app preview of the right-hand side, i cant access any of the
names i have just uploaded. i know this question isnt worded very well, but
I am trying to achieve this https://confluence.dimagi.com/
display/commcarepublic/Case+Configuration - which says "All that is
required to do is to press "save"- now you will have to pick a name
prior to opening any form.". this is exactly what i want, but with amount
of little mistakes possible, i cant see where i am going wrong. thanks again
kirt

On Friday, 15 September 2017 17:16:21 UTC+10, skelly wrote:

Hi Kirt

The only way to load data into a form is by using cases. If the
previous forms did not create cases then there is no way to get that data
into the follow up form. What you can do though is to manually create the
cases by doing a case import. You would create a spreadsheet with one row
per case and define all the case properties you want. After doing the
import you can build the follow up form to use normal case management to
load the cases into the form.

Here is the documentation on importing cases: https://confluence.dima
gi.com premium domain name for sale - digitalcandy.uk

Cheers
Simon

Simon Kelly
Director of Server Engineer | Dimagi

On 15 September 2017 at 05:55, k.ha...@cqu.edu.au wrote:

Hi Clayton,
I have over come this first problem by adding logic (validation
conditions) to the form. I have another question now.

We have a lot of data collected from farmers using a form which is a
"registration" form. I have now set up a follow up form. I want some fields
in the first form (particularly name and location) to be linked to all
subsequent forms. I know how to do this, I have set it up in a dummy app,
but I cannot get the follow up form to load data that was collected BEFORE
the follow up form was created. Is this possible? I have a good
understanding of how to make this work, starting from scratch, but since we
have already collected data and have decided to create a follow up form
after that collection of data, i want this new form to be able to load data
which has been already submitted.

Thanks, kirt

On Monday, 11 September 2017 23:59:27 UTC+10, Clayton Sims wrote:

Hi Kirt,

Can you elaborate what you are asking about with the first question?

Is this feature what you are looking to achieve?
https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985

-Clayton

On Mon, Sep 11, 2017 at 5:09 AM, k.ha...@cqu.edu.au wrote:

Hi All,
This question is about organisation. I want data collectors in the
field to be able to open a list of cases and select a farmer from those.
Or, if that is not possible, the first question on the registration of a
new farmer, I would want the first question to be a conditional Yes/No,
where a No doesnt allow for a new farmer to be registered and instead
instructs the user to find their name in the case list.
Thanks, kirt

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