Close Cases Automatically

Users
1

Hi All,
Does anyone know how to close a case automatically. Maybe how to configure
that. Just want to automatically close obsolete cases.
Thanx

··· -- -Emeka-
2

Hi Emeka

You can configure an app to close a case after certain conditions in a form
are met i.e. once a form is completed the case will be closed. I don't
think there is any way to do it in bulk.

Simon

··· On Mon, Jun 10, 2013 at 9:24 AM, Emeka Chukwu wrote:

Hi All,
Does anyone know how to close a case automatically. Maybe how to configure
that. Just want to automatically close obsolete cases.
Thanx

-Emeka-

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Simon Kelly
Senior Engineer | Dimagi South Africa

3

Thank you Kelly,
what I want to do is to "automatically clean the phone from time to time".
Specifically, using the lmp date to achieve this. So I am looking at using
the condition for closing to be (today - lmp > 280).
Thanx though if its not possible for now, but will be really helpful if it
was possible.
-Emeka-

··· On Mon, Jun 10, 2013 at 9:36 AM, Simon Kelly wrote:

Hi Emeka

You can configure an app to close a case after certain conditions in a
form are met i.e. once a form is completed the case will be closed. I don't
think there is any way to do it in bulk.

Simon

On Mon, Jun 10, 2013 at 9:24 AM, Emeka Chukwu emeka2015@gmail.com wrote:

Hi All,
Does anyone know how to close a case automatically. Maybe how to
configure that. Just want to automatically close obsolete cases.
Thanx

-Emeka-

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Simon Kelly
Senior Engineer | Dimagi South Africa

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--
-Emeka-

4

Hi Emeka,

Unfortunately I don't think that is possible at the moment. There is a
workaround:

  1. You can use Case Filtering (Bottom of this
    pagehttps://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+View+Configuration)
    to hide any cases that don't meet a filter (ex. (today() - lmp) > 280).
    This doesn't actually close the case, it just hides it from the list on
    the phone.
  2. Since filtered cases are still open (just hidden), you can go through
    manually on a regular basis to close them. Generally not a good idea to
    have a lot of open cases on the phone that are not being used.
  3. Alternatively, you could write some code that uses our programming
    interfaces to close them (
    CommCare HQ APIs - CommCare Public - CommCare Public).
    However, that's a pretty advanced option.

Sheel

··· On Mon, Jun 10, 2013 at 2:13 PM, Emeka Chukwu wrote:

Thank you Kelly,
what I want to do is to "automatically clean the phone from time to time".
Specifically, using the lmp date to achieve this. So I am looking at using
the condition for closing to be (today - lmp > 280).
Thanx though if its not possible for now, but will be really helpful if it
was possible.
-Emeka-

On Mon, Jun 10, 2013 at 9:36 AM, Simon Kelly skelly@dimagi.com wrote:

Hi Emeka

You can configure an app to close a case after certain conditions in a
form are met i.e. once a form is completed the case will be closed. I don't
think there is any way to do it in bulk.

Simon

On Mon, Jun 10, 2013 at 9:24 AM, Emeka Chukwu emeka2015@gmail.comwrote:

Hi All,
Does anyone know how to close a case automatically. Maybe how to
configure that. Just want to automatically close obsolete cases.
Thanx

-Emeka-

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--
Simon Kelly
Senior Engineer | Dimagi South Africa

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--
-Emeka-

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Sheel Shah
Project Manager | Dimagi India
t: +91 1146704670 | m: +91 9560187282

5

Quick addendum: it can also be quite confusing for users of the phone
interface to have cases which previously appeared on their phone
'magically' disappear after a period of time. Users may often prefer to
have full knowledge/ownership of that case archiving process.

··· On Mon, Jun 10, 2013 at 4:49 AM, Sheel Shah wrote:

Hi Emeka,

Unfortunately I don't think that is possible at the moment. There is a
workaround:

  1. You can use Case Filtering (Bottom of this pagehttps://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+View+Configuration)
    to hide any cases that don't meet a filter (ex. (today() - lmp) > 280).
    This doesn't actually close the case, it just hides it from the list on
    the phone.
  2. Since filtered cases are still open (just hidden), you can go through
    manually on a regular basis to close them. Generally not a good idea to
    have a lot of open cases on the phone that are not being used.
  3. Alternatively, you could write some code that uses our programming
    interfaces to close them (
    CommCare HQ APIs - CommCare Public - CommCare Public).
    However, that's a pretty advanced option.

Sheel

On Mon, Jun 10, 2013 at 2:13 PM, Emeka Chukwu emeka2015@gmail.com wrote:

Thank you Kelly,
what I want to do is to "automatically clean the phone from time to
time". Specifically, using the lmp date to achieve this. So I am looking at
using the condition for closing to be (today - lmp > 280).
Thanx though if its not possible for now, but will be really helpful if
it was possible.
-Emeka-

On Mon, Jun 10, 2013 at 9:36 AM, Simon Kelly skelly@dimagi.com wrote:

Hi Emeka

You can configure an app to close a case after certain conditions in a
form are met i.e. once a form is completed the case will be closed. I don't
think there is any way to do it in bulk.

Simon

On Mon, Jun 10, 2013 at 9:24 AM, Emeka Chukwu emeka2015@gmail.comwrote:

Hi All,
Does anyone know how to close a case automatically. Maybe how to
configure that. Just want to automatically close obsolete cases.
Thanx

-Emeka-

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--
Simon Kelly
Senior Engineer | Dimagi South Africa

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--
-Emeka-

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--
Sheel Shah
Project Manager | Dimagi India
t: +91 1146704670 | m: +91 9560187282

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6

Thanks Rowena and Sheel,
I totally agree, it will even add to support time.
Though we intend to inform the Health worker that cases of that age on the
phone will be closed automatically rather than let the case grow
arbitrarily.

Thanks again for bringing this up.
-Emeka-

··· On Mon, Jun 10, 2013 at 2:27 PM, Rowena Luk wrote:

Quick addendum: it can also be quite confusing for users of the phone
interface to have cases which previously appeared on their phone
'magically' disappear after a period of time. Users may often prefer to
have full knowledge/ownership of that case archiving process.

On Mon, Jun 10, 2013 at 4:49 AM, Sheel Shah sshah@dimagi.com wrote:

Hi Emeka,

Unfortunately I don't think that is possible at the moment. There is a
workaround:

  1. You can use Case Filtering (Bottom of this pagehttps://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+View+Configuration)
    to hide any cases that don't meet a filter (ex. (today() - lmp) > 280).
    This doesn't actually close the case, it just hides it from the list on
    the phone.
  2. Since filtered cases are still open (just hidden), you can go through
    manually on a regular basis to close them. Generally not a good idea to
    have a lot of open cases on the phone that are not being used.
  3. Alternatively, you could write some code that uses our programming
    interfaces to close them (
    CommCare HQ APIs - CommCare Public - CommCare Public).
    However, that's a pretty advanced option.

Sheel

On Mon, Jun 10, 2013 at 2:13 PM, Emeka Chukwu emeka2015@gmail.comwrote:

Thank you Kelly,
what I want to do is to "automatically clean the phone from time to
time". Specifically, using the lmp date to achieve this. So I am looking at
using the condition for closing to be (today - lmp > 280).
Thanx though if its not possible for now, but will be really helpful if
it was possible.
-Emeka-

On Mon, Jun 10, 2013 at 9:36 AM, Simon Kelly skelly@dimagi.com wrote:

Hi Emeka

You can configure an app to close a case after certain conditions in a
form are met i.e. once a form is completed the case will be closed. I don't
think there is any way to do it in bulk.

Simon

On Mon, Jun 10, 2013 at 9:24 AM, Emeka Chukwu emeka2015@gmail.comwrote:

Hi All,
Does anyone know how to close a case automatically. Maybe how to
configure that. Just want to automatically close obsolete cases.
Thanx

-Emeka-

--
You received this message because you are subscribed to the Google
Groups "commcare-users" group.
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an email to commcare-users+unsubscribe@googlegroups.com.
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--
Simon Kelly
Senior Engineer | Dimagi South Africa

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You received this message because you are subscribed to the Google
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--
-Emeka-

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--
Sheel Shah
Project Manager | Dimagi India
t: +91 1146704670 | m: +91 9560187282

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--
-Emeka-