Case management querry - I have my settings wrong

Hi,

so I am pilotting my forms on the phone and I have completed the form which
opens a new case but there is nothing listed in the case list in any of the
other forms…?

I have two modules, a recruitment one and a follow up one. Each module has
several forms within it. I want to open a case with the first form in the
first module and then select that case from the case list for the rest of
the forms in that module PLUS in the other module (when it comes to folllow
up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” , and
here I have selected the follow up module.

all other forms in both modules …

none of the forms close a case but I have put a case list filter onto BOTH
modules which only shows cases that have selected NO to one of the
questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks

SEE CORRECTION BELOW:

··· On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote: > > Hi, > > so I am pilotting my forms on the phone and I have completed the form > which opens a new case but there is nothing listed in the case list in any > of the other forms...? > > I have two modules, a recruitment one and a follow up one. Each module has > several forms within it. I want to open a case with the first form in the > first module and then select that case from the case list for the rest of > the forms in that module PLUS in the other module (when it comes to folllow > up). > > firstly, is this possible? > > I have tried to set it up as follows: > > both modules have the same case type and name. > > the first form in recruitment "opens a case in a different module" , and > here I have selected the follow up module. > > all other forms in both modules "UPDATE A CASE" > > none of the forms close a case but I have put a case list filter onto BOTH > modules which only shows cases that have selected NO to one of the > questions in the follow up module. > > Have I done something wrong? Please help? Why arent case showing > anywhere??? Neither in recruitment forms or in follow up module..... > > thanks >

Hi Natasha,

There may be an issue in your case list filter. What exactly did you set
it to?

Thanks,
Sheel

··· On Feb 11, 2014 5:34 AM, "Natasha Lelijveld" wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the form
which opens a new case but there is nothing listed in the case list in any
of the other forms…?

I have two modules, a recruitment one and a follow up one. Each module
has several forms within it. I want to open a case with the first form in
the first module and then select that case from the case list for the rest
of the forms in that module PLUS in the other module (when it comes to
folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” , and
here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter onto
BOTH modules which only shows cases that have selected NO to one of the
questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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OK.

So I have a question at the end of the follow up forms which asks, “are you
finished?” (labelled: CASELISTQ) and if the answer is YES (1), I DONT want
it to show in the case list. But for all those cases that are either not
finished, or have not even gotten to that question yet, I want them to show
in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

··· On 11 February 2014 15:41, Sheel Shah wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did you set
it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” natasha.lelijveld@gmail.com wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the form
which opens a new case but there is nothing listed in the case list in any
of the other forms…?

I have two modules, a recruitment one and a follow up one. Each module
has several forms within it. I want to open a case with the first form in
the first module and then select that case from the case list for the rest
of the forms in that module PLUS in the other module (when it comes to
folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” , and
here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter onto
BOTH modules which only shows cases that have selected NO to one of the
questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t think
there’s a way to accomplish what you’re trying to do. It sounds like you
want to open cases that are created by an incomplete form - however, cases
are only created when the criteria you specify for creating a case is met
AND the form is submitted to HQ. An incomplete form cannot create, edit, or
close a case until it is completed and submitted to the server. Please
correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the same case
in another module will work - I believe this will always open another
separate case (creating some data consistency issues in your application)
though perhaps Clayton will know of a way around this. Is there any reason
that, since the forms are all operating on the same case type, you can’t
have all of these forms in the same module?

Best,
Will

··· On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks, “are
you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I DONT
want it to show in the case list. But for all those cases that are either
not finished, or have not even gotten to that question yet, I want them to
show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did you set
it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” natasha.lelijveld@gmail.com wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the form
which opens a new case but there is nothing listed in the case list in any
of the other forms…?

I have two modules, a recruitment one and a follow up one. Each module
has several forms within it. I want to open a case with the first form in
the first module and then select that case from the case list for the rest
of the forms in that module PLUS in the other module (when it comes to
folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” ,
and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter onto
BOTH modules which only shows cases that have selected NO to one of the
questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


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Natasha,

I looked through this again and think I was a bit confused about what you
were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can resolve the
bug there?

Thank you,
Will

··· On Tue, Feb 11, 2014 at 10:51 AM, William Pride wrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t
think there’s a way to accomplish what you’re trying to do. It sounds like
you want to open cases that are created by an incomplete form - however,
cases are only created when the criteria you specify for creating a case is
met AND the form is submitted to HQ. An incomplete form cannot create,
edit, or close a case until it is completed and submitted to the server.
Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the same
case in another module will work - I believe this will always open another
separate case (creating some data consistency issues in your application)
though perhaps Clayton will know of a way around this. Is there any reason
that, since the forms are all operating on the same case type, you can’t
have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks, “are
you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I DONT
want it to show in the case list. But for all those cases that are either
not finished, or have not even gotten to that question yet, I want them to
show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did you
set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the form
which opens a new case but there is nothing listed in the case list in any
of the other forms…?

I have two modules, a recruitment one and a follow up one. Each module
has several forms within it. I want to open a case with the first form in
the first module and then select that case from the case list for the rest
of the forms in that module PLUS in the other module (when it comes to
folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” ,
and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter onto
BOTH modules which only shows cases that have selected NO to one of the
questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


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Hi Will,

no, Im not trying to create a case from an incomplete form - it is complete
and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I might try
merging the modules and changing the case settings and see if that works,

Natasha

··· On 11 February 2014 18:22, William Pride wrote:

Natasha,

I looked through this again and think I was a bit confused about what you
were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can resolve
the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.com wrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t
think there’s a way to accomplish what you’re trying to do. It sounds like
you want to open cases that are created by an incomplete form - however,
cases are only created when the criteria you specify for creating a case is
met AND the form is submitted to HQ. An incomplete form cannot create,
edit, or close a case until it is completed and submitted to the server.
Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the same
case in another module will work - I believe this will always open another
separate case (creating some data consistency issues in your application)
though perhaps Clayton will know of a way around this. Is there any reason
that, since the forms are all operating on the same case type, you can’t
have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks, “are
you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I DONT
want it to show in the case list. But for all those cases that are either
not finished, or have not even gotten to that question yet, I want them to
show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did you
set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the form
which opens a new case but there is nothing listed in the case list in any
of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” ,
and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter onto
BOTH modules which only shows cases that have selected NO to one of the
questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


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Natasha Lelijveld

Hi Natasha,

I don’t think one or two modules should make a difference - are you saving
the question CASELISTQ to your case in the registration form?

Sheel

··· On Wed, Feb 12, 2014 at 8:08 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi Will,

no, Im not trying to create a case from an incomplete form - it is
complete and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I might try
merging the modules and changing the case settings and see if that works,

Natasha

On 11 February 2014 18:22, William Pride wpride@dimagi.com wrote:

Natasha,

I looked through this again and think I was a bit confused about what you
were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can resolve
the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.comwrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t
think there’s a way to accomplish what you’re trying to do. It sounds like
you want to open cases that are created by an incomplete form - however,
cases are only created when the criteria you specify for creating a case is
met AND the form is submitted to HQ. An incomplete form cannot create,
edit, or close a case until it is completed and submitted to the server.
Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the same
case in another module will work - I believe this will always open another
separate case (creating some data consistency issues in your application)
though perhaps Clayton will know of a way around this. Is there any reason
that, since the forms are all operating on the same case type, you can’t
have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks, “are
you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I DONT
want it to show in the case list. But for all those cases that are either
not finished, or have not even gotten to that question yet, I want them to
show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did you
set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the
form which opens a new case but there is nothing listed in the case list in
any of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module” ,
and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter
onto BOTH modules which only shows cases that have selected NO to one of
the questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


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Natasha Lelijveld


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Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah

The question CASELISTQ is the last question in the last form of the follow
up module.

If the patient has completed this last form and completed the whole
recrutiment and follow up process, I don not want them to show in the case
list.

So if the answer to the question CASELISTQ (ie have you finished everything
with this patient?) is YES(1), then this case should NOT show in the list.
If the answer is NO(2) or unanswered, the case should show in the list.

Hence my filter says : if the answer to this question is NOT yes = show
this case in the list

CASELISTQ != 1

Does that sound right?

··· On 12 February 2014 15:29, Sheel Shah wrote:

Hi Natasha,

I don’t think one or two modules should make a difference - are you saving
the question CASELISTQ to your case in the registration form?

Sheel

On Wed, Feb 12, 2014 at 8:08 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi Will,

no, Im not trying to create a case from an incomplete form - it is
complete and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I might
try merging the modules and changing the case settings and see if that
works,

Natasha

On 11 February 2014 18:22, William Pride wpride@dimagi.com wrote:

Natasha,

I looked through this again and think I was a bit confused about what
you were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can resolve
the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.comwrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t
think there’s a way to accomplish what you’re trying to do. It sounds like
you want to open cases that are created by an incomplete form - however,
cases are only created when the criteria you specify for creating a case is
met AND the form is submitted to HQ. An incomplete form cannot create,
edit, or close a case until it is completed and submitted to the server.
Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the same
case in another module will work - I believe this will always open another
separate case (creating some data consistency issues in your application)
though perhaps Clayton will know of a way around this. Is there any reason
that, since the forms are all operating on the same case type, you can’t
have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks,
“are you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I
DONT want it to show in the case list. But for all those cases that are
either not finished, or have not even gotten to that question yet, I want
them to show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did you
set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the
form which opens a new case but there is nothing listed in the case list in
any of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module”
, and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter
onto BOTH modules which only shows cases that have selected NO to one of
the questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


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Natasha Lelijveld


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Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah


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Natasha Lelijveld

Hi Natasha,

It sounds like what you actually want to do is close the case - is there
some reason you want to hide the case from the case list instead of closing
it? Closing the case will remove the case from both the case list and from
the phone itself. Filters will hide a case from the case list, but will not
remove the case from the phone. Unless you close your cases, they will pile
up on the phone and cause issues over time.

However, given your description, it sounds like you have the correct filter
to accomplish what you want to do. Can you use the “Report an Issue” tool
from your application to move the conversation there? It will give us a lot
of helpful context about your application.

Thanks,
Amelia

··· On Wed, Feb 12, 2014 at 8:02 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

The question CASELISTQ is the last question in the last form of the follow
up module.

If the patient has completed this last form and completed the whole
recrutiment and follow up process, I don not want them to show in the case
list.

So if the answer to the question CASELISTQ (ie have you finished
everything with this patient?) is YES(1), then this case should NOT show in
the list. If the answer is NO(2) or unanswered, the case should show in the
list.

Hence my filter says : if the answer to this question is NOT yes = show
this case in the list

CASELISTQ != 1

Does that sound right?

On 12 February 2014 15:29, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

I don’t think one or two modules should make a difference - are you
saving the question CASELISTQ to your case in the registration form?

Sheel

On Wed, Feb 12, 2014 at 8:08 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi Will,

no, Im not trying to create a case from an incomplete form - it is
complete and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I might
try merging the modules and changing the case settings and see if that
works,

Natasha

On 11 February 2014 18:22, William Pride wpride@dimagi.com wrote:

Natasha,

I looked through this again and think I was a bit confused about what
you were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can resolve
the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.comwrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t
think there’s a way to accomplish what you’re trying to do. It sounds like
you want to open cases that are created by an incomplete form - however,
cases are only created when the criteria you specify for creating a case is
met AND the form is submitted to HQ. An incomplete form cannot create,
edit, or close a case until it is completed and submitted to the server.
Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the same
case in another module will work - I believe this will always open another
separate case (creating some data consistency issues in your application)
though perhaps Clayton will know of a way around this. Is there any reason
that, since the forms are all operating on the same case type, you can’t
have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks,
“are you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I
DONT want it to show in the case list. But for all those cases that are
either not finished, or have not even gotten to that question yet, I want
them to show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did
you set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the
form which opens a new case but there is nothing listed in the case list in
any of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different module”
, and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter
onto BOTH modules which only shows cases that have selected NO to one of
the questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


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Natasha Lelijveld


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Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah


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Natasha Lelijveld


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Hi Amelia,

I was trying to avoid closing the cases in the event that we want to follow
them up again some time in the next few years, and I was advised that it
was probably easiest to keep them open and filter the list instead.

I have now tried removing the filter so that all cases should show in the
case list. I deployed this, but still no luck. no cases showing in the case
list despite having filled out the ‘open a case’ form.

I have now used the ‘report problem’ button from my phone, so hopefully you
guys can look into this for me… not sure what’s gone wrong?!

Natasha

··· On 12 February 2014 16:25, Amelia Sagoff wrote:

Hi Natasha,

It sounds like what you actually want to do is close the case - is there
some reason you want to hide the case from the case list instead of closing
it? Closing the case will remove the case from both the case list and from
the phone itself. Filters will hide a case from the case list, but will not
remove the case from the phone. Unless you close your cases, they will pile
up on the phone and cause issues over time.

However, given your description, it sounds like you have the correct
filter to accomplish what you want to do. Can you use the "Report an Issue"
tool from your application to move the conversation there? It will give us
a lot of helpful context about your application.

Thanks,
Amelia

On Wed, Feb 12, 2014 at 8:02 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

The question CASELISTQ is the last question in the last form of the
follow up module.

If the patient has completed this last form and completed the whole
recrutiment and follow up process, I don not want them to show in the case
list.

So if the answer to the question CASELISTQ (ie have you finished
everything with this patient?) is YES(1), then this case should NOT show in
the list. If the answer is NO(2) or unanswered, the case should show in the
list.

Hence my filter says : if the answer to this question is NOT yes = show
this case in the list

CASELISTQ != 1

Does that sound right?

On 12 February 2014 15:29, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

I don’t think one or two modules should make a difference - are you
saving the question CASELISTQ to your case in the registration form?

Sheel

On Wed, Feb 12, 2014 at 8:08 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi Will,

no, Im not trying to create a case from an incomplete form - it is
complete and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I might
try merging the modules and changing the case settings and see if that
works,

Natasha

On 11 February 2014 18:22, William Pride wpride@dimagi.com wrote:

Natasha,

I looked through this again and think I was a bit confused about what
you were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can
resolve the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.comwrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I don’t
think there’s a way to accomplish what you’re trying to do. It sounds like
you want to open cases that are created by an incomplete form - however,
cases are only created when the criteria you specify for creating a case is
met AND the form is submitted to HQ. An incomplete form cannot create,
edit, or close a case until it is completed and submitted to the server.
Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the
same case in another module will work - I believe this will always open
another separate case (creating some data consistency issues in your
application) though perhaps Clayton will know of a way around this. Is
there any reason that, since the forms are all operating on the same case
type, you can’t have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks,
“are you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I
DONT want it to show in the case list. But for all those cases that are
either not finished, or have not even gotten to that question yet, I want
them to show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did
you set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the
form which opens a new case but there is nothing listed in the case list in
any of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different
module” , and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter
onto BOTH modules which only shows cases that have selected NO to one of
the questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


You received this message because you are subscribed to the Google
Groups “commcare-users” group.
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Natasha Lelijveld


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Natasha Lelijveld


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Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah


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Natasha Lelijveld


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Natasha Lelijveld

OK, i think I solved the problem - I have to select “open a new case” AND
"opens case in a different module" on the first form,

··· On 12 February 2014 16:42, Natasha Lelijveld wrote:

Hi Amelia,

I was trying to avoid closing the cases in the event that we want to
follow them up again some time in the next few years, and I was advised
that it was probably easiest to keep them open and filter the list instead.

I have now tried removing the filter so that all cases should show in the
case list. I deployed this, but still no luck. no cases showing in the case
list despite having filled out the ‘open a case’ form.

I have now used the ‘report problem’ button from my phone, so hopefully
you guys can look into this for me… not sure what’s gone wrong?!

Natasha

On 12 February 2014 16:25, Amelia Sagoff asagoff@dimagi.com wrote:

Hi Natasha,

It sounds like what you actually want to do is close the case - is there
some reason you want to hide the case from the case list instead of closing
it? Closing the case will remove the case from both the case list and from
the phone itself. Filters will hide a case from the case list, but will not
remove the case from the phone. Unless you close your cases, they will pile
up on the phone and cause issues over time.

However, given your description, it sounds like you have the correct
filter to accomplish what you want to do. Can you use the "Report an Issue"
tool from your application to move the conversation there? It will give us
a lot of helpful context about your application.

Thanks,
Amelia

On Wed, Feb 12, 2014 at 8:02 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

The question CASELISTQ is the last question in the last form of the
follow up module.

If the patient has completed this last form and completed the whole
recrutiment and follow up process, I don not want them to show in the case
list.

So if the answer to the question CASELISTQ (ie have you finished
everything with this patient?) is YES(1), then this case should NOT show in
the list. If the answer is NO(2) or unanswered, the case should show in the
list.

Hence my filter says : if the answer to this question is NOT yes = show
this case in the list

CASELISTQ != 1

Does that sound right?

On 12 February 2014 15:29, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

I don’t think one or two modules should make a difference - are you
saving the question CASELISTQ to your case in the registration form?

Sheel

On Wed, Feb 12, 2014 at 8:08 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi Will,

no, Im not trying to create a case from an incomplete form - it is
complete and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I might
try merging the modules and changing the case settings and see if that
works,

Natasha

On 11 February 2014 18:22, William Pride wpride@dimagi.com wrote:

Natasha,

I looked through this again and think I was a bit confused about what
you were trying to do - the case workflow you’re describing (though not the
incomplete form usage) should work fine if the case properties are being
configured properly. Further, you shouldn’t need to use the “open a case in
a different module” functionality.

Would you please report an issue through CommCare HQ and we can
resolve the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.comwrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I
don’t think there’s a way to accomplish what you’re trying to do. It sounds
like you want to open cases that are created by an incomplete form -
however, cases are only created when the criteria you specify for creating
a case is met AND the form is submitted to HQ. An incomplete form cannot
create, edit, or close a case until it is completed and submitted to the
server. Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the
same case in another module will work - I believe this will always open
another separate case (creating some data consistency issues in your
application) though perhaps Clayton will know of a way around this. Is
there any reason that, since the forms are all operating on the same case
type, you can’t have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks,
“are you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I
DONT want it to show in the case list. But for all those cases that are
either not finished, or have not even gotten to that question yet, I want
them to show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did
you set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed the
form which opens a new case but there is nothing listed in the case list in
any of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different
module” , and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list filter
onto BOTH modules which only shows cases that have selected NO to one of
the questions in the follow up module.

Have I done something wrong? Please help? Why arent case showing
anywhere??? Neither in recruitment forms or in follow up module…

thanks


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Natasha Lelijveld


Natasha Lelijveld

Natasha,

I read through the thread here, and wanted to follow up with you about your
use case and case closures.

Currently CommCare is built around certain assumptions of its use. One of
those assumptions is that things tracked as cases will generally have a
lifecycle. In other words will be opened, followed up on, and then at some
point closed, rather than maintained for indefinite years.

Depending on your platform (j2me, android, specific phone resources) you
will likely be able to use CommCare to track your case load indefinitely,
but I’d caution that the interface and various aspects of CommCare may not
be a great fit for long term EMR-style tracking of cases. If you are
keeping track of patients for years at a time you may find it difficult to
find cases with duplicate names or have challenges with very large case
lists.

We’re generally working on improving our capacity to act as a long-term
record by introducing features that assist with large case
loads/lookup/patient record views/etc, but in the mean time you may
experience challenges of scale using CommCare for significant numbers of
patients for years of service. Supporting a workflow around “cases” as
events that you are tracking from registration to completion may be a
better fit.

Either way, let us know if you experience any further difficulties.

-Clayton

··· On Fri, Feb 14, 2014 at 4:30 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK, i think I solved the problem - I have to select “open a new case” AND
"opens case in a different module" on the first form,

On 12 February 2014 16:42, Natasha Lelijveld natasha.lelijveld@gmail.comwrote:

Hi Amelia,

I was trying to avoid closing the cases in the event that we want to
follow them up again some time in the next few years, and I was advised
that it was probably easiest to keep them open and filter the list instead.

I have now tried removing the filter so that all cases should show in the
case list. I deployed this, but still no luck. no cases showing in the case
list despite having filled out the ‘open a case’ form.

I have now used the ‘report problem’ button from my phone, so hopefully
you guys can look into this for me… not sure what’s gone wrong?!

Natasha

On 12 February 2014 16:25, Amelia Sagoff asagoff@dimagi.com wrote:

Hi Natasha,

It sounds like what you actually want to do is close the case - is there
some reason you want to hide the case from the case list instead of closing
it? Closing the case will remove the case from both the case list and from
the phone itself. Filters will hide a case from the case list, but will not
remove the case from the phone. Unless you close your cases, they will pile
up on the phone and cause issues over time.

However, given your description, it sounds like you have the correct
filter to accomplish what you want to do. Can you use the "Report an Issue"
tool from your application to move the conversation there? It will give us
a lot of helpful context about your application.

Thanks,
Amelia

On Wed, Feb 12, 2014 at 8:02 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

The question CASELISTQ is the last question in the last form of the
follow up module.

If the patient has completed this last form and completed the whole
recrutiment and follow up process, I don not want them to show in the case
list.

So if the answer to the question CASELISTQ (ie have you finished
everything with this patient?) is YES(1), then this case should NOT show in
the list. If the answer is NO(2) or unanswered, the case should show in the
list.

Hence my filter says : if the answer to this question is NOT yes = show
this case in the list

CASELISTQ != 1

Does that sound right?

On 12 February 2014 15:29, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

I don’t think one or two modules should make a difference - are you
saving the question CASELISTQ to your case in the registration form?

Sheel

On Wed, Feb 12, 2014 at 8:08 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

Hi Will,

no, Im not trying to create a case from an incomplete form - it is
complete and submitted.

But you are right, perhaps I don’t need 2 seperate modules… I
might try merging the modules and changing the case settings and see if
that works,

Natasha

On 11 February 2014 18:22, William Pride wpride@dimagi.com wrote:

Natasha,

I looked through this again and think I was a bit confused about
what you were trying to do - the case workflow you’re describing (though
not the incomplete form usage) should work fine if the case properties are
being configured properly. Further, you shouldn’t need to use the “open a
case in a different module” functionality.

Would you please report an issue through CommCare HQ and we can
resolve the bug there?

Thank you,
Will

On Tue, Feb 11, 2014 at 10:51 AM, William Pride wpride@dimagi.comwrote:

Hi Natasha,

If I’m understanding your problem properly then unfortunately I
don’t think there’s a way to accomplish what you’re trying to do. It sounds
like you want to open cases that are created by an incomplete form -
however, cases are only created when the criteria you specify for creating
a case is met AND the form is submitted to HQ. An incomplete form cannot
create, edit, or close a case until it is completed and submitted to the
server. Please correct me if this is not what you’re attempting to do.

Also, I’m not sure that what you’re trying to do with opening the
same case in another module will work - I believe this will always open
another separate case (creating some data consistency issues in your
application) though perhaps Clayton will know of a way around this. Is
there any reason that, since the forms are all operating on the same case
type, you can’t have all of these forms in the same module?

Best,
Will

On Tue, Feb 11, 2014 at 9:27 AM, Natasha Lelijveld < natasha.lelijveld@gmail.com> wrote:

OK.

So I have a question at the end of the follow up forms which asks,
“are you finished?” (labelled: CASELISTQ) and if the answer is YES (1), I
DONT want it to show in the case list. But for all those cases that are
either not finished, or have not even gotten to that question yet, I want
them to show in the case list.

so I set my filter as:

CASELISTQ != 1

and I put this filter on BOTH modules (recruitment and follow up)

Have I don’t something wrong?

On 11 February 2014 15:41, Sheel Shah sshah@dimagi.com wrote:

Hi Natasha,

There may be an issue in your case list filter. What exactly did
you set it to?

Thanks,
Sheel
On Feb 11, 2014 5:34 AM, “Natasha Lelijveld” < natasha.lelijveld@gmail.com> wrote:

SEE CORRECTION BELOW:

On Tuesday, 11 February 2014 12:32:25 UTC+2, Natasha Lelijveld wrote:

Hi,

so I am pilotting my forms on the phone and I have completed
the form which opens a new case but there is nothing listed in the case
list in any of the other forms…?

I have two modules, a recruitment one and a follow up one. Each
module has several forms within it. I want to open a case with the first
form in the first module and then select that case from the case list for
the rest of the forms in that module PLUS in the other module (when it
comes to folllow up).

firstly, is this possible?

I have tried to set it up as follows:

both modules have the same case type and name.

the first form in recruitment “opens a case in a different
module” , and here I have selected the follow up module.

all other forms in both modules “UPDATE A CASE”

none of the forms close a case but I have put a case list
filter onto BOTH modules which only shows cases that have selected NO to
one of the questions in the follow up module.

Have I done something wrong? Please help? Why arent case
showing anywhere??? Neither in recruitment forms or in follow up module…

thanks


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