Is there a way to change the case type of all cases in an application? I.e.
once a cohort graduates from the program, they would be reassigned to
"graduated" status, in which they would not appear in the case list for
regular program monitoring forms, but would still be accessible for
periodic follow-up visits.
I've been playing around with the "Import cases from Excel" feature but I
haven't been able to get it working.
Any advice?
Thanks!
Hi Eric,
Could you consider, rather than changing the case type, updating a case
property called "status" or equivalent, that changes to graduated when you
need it to, and then using case list filtering
(
Case List and Case Detail Configuration - CommCare Public - CommCare Public)
to
display the right cases in the right list?
Sincerely,
Kriti
Is there a way to change the case type of all cases in an application?
I.e. once a cohort graduates from the program, they would be reassigned to
"graduated" status, in which they would not appear in the case list for
regular program monitoring forms, but would still be accessible for
periodic follow-up visits.I've been playing around with the "Import cases from Excel" feature but I
haven't been able to get it working.Any advice?
Thanks!
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Hey Kriti,
That worked perfectly. Thanks!