Changing case type

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
​ (
https://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+Configuration#CaseListandCaseDetailConfiguration-FilteringtheCaseList)

to
​display the right cases in the right list?

​Sincerely,
Kriti​

··· On Wednesday, December 16, 2015, Eric Jospe wrote:

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!

··· On Thursday, December 17, 2015 at 12:03:47 AM UTC+2, Kriti Mehrotra wrote: > > 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 > ​ ( > https://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+Configuration#CaseListandCaseDetailConfiguration-FilteringtheCaseList) > ​ > to > ​display the right cases in the right list? > > ​Sincerely, > Kriti​ > > > On Wednesday, December 16, 2015, Eric Jospe <eric....@gmail.com > wrote: > >> 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! >> >> -- >> 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-users+unsubscribe@googlegroups.com. >> For more options, visit https://groups.google.com/d/optout. >> >