Creat New Cases by Import Cases from Excel

Hi Dears,
I am trying to crate new cases using the Import Cases from Excel
https://www.commcarehq.org/a/goal-global/importer/excel/fields/# but:

  1. First time I did not remove the check box “Create a new property
    instead” then I understand I do not need this future, so how I can delete
    the new case properties?
  2. I saved all the case proprieties but when I am trying to create a new
    case some proprieties did not show up? These properties till now I did not
    enter any values by tablet and the new cases I would to leave it empty. so
    why it did not show up?.
  3. The cases had been created but only the case name appear of the full
    assessment :(. where are the other properties?
  4. If I download the case data I did not see the new cases? even I got a
    message means the cases created!?

Please this is very urgent and I need support quickly,

Best Regards

Mahmoud

Upload_to_server empty.xls (42.5 KB)

Hi Mahmoud,

Apologies you’re having issues with the case importer. What I would
recommend doing is undoing the result of the case import by using the
“archive forms” feature and restarting with a clean version.

What you can do is find the forms that case importer used to create/modify
your data. The easiest way to do this is to do the following:

  1. Open the “submit history” report
  2. Filter by “unknown users”
  3. Find forms listed as “http://commcarehq.org/case” with the date that you
    did the import (they should look like below).
  4. Then open and archive those forms and retry the import.

[image: Inline image 2]

Please note that the case importer can create many forms during a single
import so you may have to do this multiple times for a single import.

Regarding your other issues, that doesn’t sound like expected behavior. If
you believe you are encountering a bug in CommCare HQ please go ahead and
report an issue with clear steps and our support team will look into it.

Cory

··· On Mon, Dec 26, 2016 at 6:52 AM, Mahmoud Abo Shabo wrote:

Hi Dears,
I am trying to crate new cases using the Import Cases from Excel
https://www.commcarehq.org/a/goal-global/importer/excel/fields/# but:

  1. First time I did not remove the check box “Create a new property
    instead” then I understand I do not need this future, so how I can delete
    the new case properties?
  2. I saved all the case proprieties but when I am trying to create a
    new case some proprieties did not show up? These properties till now I did
    not enter any values by tablet and the new cases I would to leave it empty.
    so why it did not show up?.
  3. The cases had been created but only the case name appear of the
    full assessment :(. where are the other properties?
  4. If I download the case data I did not see the new cases? even I got
    a message means the cases created!?

Please this is very urgent and I need support quickly,

Best Regards

Mahmoud


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To unsubscribe from this group and stop receiving emails from it, send an
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Thanks Cory for your support, great!.
I passed the data error import errors by submit history.

Now I am retrying to import the data but as you see at attached photo, the
properties name did show up in the list even I saved them to save data
place.
I follow the process:

  1. Saved the form properties (Select the form >> Case Management >> Save
    data to the following case properties here added all form properties)
  2. Export the form to get the form columns.
  3. Add case_id and owner_name to the sheet.
  4. Went to case importer and follow the process till match Excel columns
    and as you see in the photo down:
    a. owner_name, it would to crate a new property
    b. The properties saved to “Save data to the following case
    properties” last time shows up but the new properties did not shows
    (such as Name_of_FC or secondary_phone)
    c. The properties saved also but I did not enter any values before
    did not shows up (such as other_project_specify).
    [image: Inline image 1]
    ​Thanks for your support
    Mahmoud​

··· On Wed, Dec 28, 2016 at 7:24 PM, Cory Zue wrote:

Hi Mahmoud,

Apologies you’re having issues with the case importer. What I would
recommend doing is undoing the result of the case import by using the
“archive forms” feature and restarting with a clean version.

What you can do is find the forms that case importer used to create/modify
your data. The easiest way to do this is to do the following:

  1. Open the “submit history” report
  2. Filter by “unknown users”
  3. Find forms listed as “http://commcarehq.org/case” with the date that
    you did the import (they should look like below).
  4. Then open and archive those forms and retry the import.

[image: Inline image 2]

Please note that the case importer can create many forms during a single
import so you may have to do this multiple times for a single import.

Regarding your other issues, that doesn’t sound like expected behavior. If
you believe you are encountering a bug in CommCare HQ please go ahead and
report an issue with clear steps and our support team will look into it.

Cory

On Mon, Dec 26, 2016 at 6:52 AM, Mahmoud Abo Shabo almustfa1@gmail.com wrote:

Hi Dears,
I am trying to crate new cases using the Import Cases from Excel
https://www.commcarehq.org/a/goal-global/importer/excel/fields/# but:

  1. First time I did not remove the check box “Create a new property
    instead” then I understand I do not need this future, so how I can delete
    the new case properties?
  2. I saved all the case proprieties but when I am trying to create a
    new case some proprieties did not show up? These properties till now I did
    not enter any values by tablet and the new cases I would to leave it empty.
    so why it did not show up?.
  3. The cases had been created but only the case name appear of the
    full assessment :(. where are the other properties?
  4. If I download the case data I did not see the new cases? even I
    got a message means the cases created!?

Please this is very urgent and I need support quickly,

Best Regards

Mahmoud


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.
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Hi Mahmoud,

That owner_name check box is confusing. I’ll check with someone on our team
about it.

For any properties that aren’t appearing in the dropdown you can always
check the “create a new property” box and then type in the property name
you want to use.

best,
Cory

··· On Fri, Dec 30, 2016 at 3:16 PM, Mahmoud Abo Shabo wrote:

Thanks Cory for your support, great!.
I passed the data error import errors by submit history.

Now I am retrying to import the data but as you see at attached photo, the
properties name did show up in the list even I saved them to save data
place.
I follow the process:

  1. Saved the form properties (Select the form >> Case Management >>
    Save data to the following case properties here added all form properties)
  2. Export the form to get the form columns.
  3. Add case_id and owner_name to the sheet.
  4. Went to case importer and follow the process till match Excel
    columns and as you see in the photo down:
    a. owner_name, it would to crate a new property
    b. The properties saved to “Save data to the following case
    properties” last time shows up but the new properties did not shows
    (such as Name_of_FC or secondary_phone)
    c. The properties saved also but I did not enter any values
    before did not shows up (such as other_project_specify).
    [image: Inline image 1]
    ​Thanks for your support
    Mahmoud​

On Wed, Dec 28, 2016 at 7:24 PM, Cory Zue czue@dimagi.com wrote:

Hi Mahmoud,

Apologies you’re having issues with the case importer. What I would
recommend doing is undoing the result of the case import by using the
“archive forms” feature and restarting with a clean version.

What you can do is find the forms that case importer used to
create/modify your data. The easiest way to do this is to do the following:

  1. Open the “submit history” report
  2. Filter by “unknown users”
  3. Find forms listed as “http://commcarehq.org/case” with the date that
    you did the import (they should look like below).
  4. Then open and archive those forms and retry the import.

[image: Inline image 2]

Please note that the case importer can create many forms during a single
import so you may have to do this multiple times for a single import.

Regarding your other issues, that doesn’t sound like expected behavior.
If you believe you are encountering a bug in CommCare HQ please go ahead
and report an issue with clear steps and our support team will look into it.

Cory

On Mon, Dec 26, 2016 at 6:52 AM, Mahmoud Abo Shabo almustfa1@gmail.com wrote:

Hi Dears,
I am trying to crate new cases using the Import Cases from Excel
https://www.commcarehq.org/a/goal-global/importer/excel/fields/# but:

  1. First time I did not remove the check box “Create a new property
    instead” then I understand I do not need this future, so how I can delete
    the new case properties?
  2. I saved all the case proprieties but when I am trying to create a
    new case some proprieties did not show up? These properties till now I did
    not enter any values by tablet and the new cases I would to leave it empty.
    so why it did not show up?.
  3. The cases had been created but only the case name appear of the
    full assessment :(. where are the other properties?
  4. If I download the case data I did not see the new cases? even I
    got a message means the cases created!?

Please this is very urgent and I need support quickly,

Best Regards

Mahmoud


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.
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You received this message because you are subscribed to a topic in the
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Hi Cory,
I would to ask now new question, I succeed on creating the cases but the
case name did not show up in the tablet or in Case List. I tried to delete
and create the case I got same result. I tried to update the name of the
cases but the system give me a message “No cases were created or updated
during this import.” could you please advice how to fix that.

Best Regards
Mahmoud

··· On Mon, Jan 2, 2017 at 5:38 PM, Cory Zue wrote:

Hi Mahmoud,

That owner_name check box is confusing. I’ll check with someone on our
team about it.

For any properties that aren’t appearing in the dropdown you can always
check the “create a new property” box and then type in the property name
you want to use.

best,
Cory

On Fri, Dec 30, 2016 at 3:16 PM, Mahmoud Abo Shabo almustfa1@gmail.com wrote:

Thanks Cory for your support, great!.
I passed the data error import errors by submit history.

Now I am retrying to import the data but as you see at attached photo,
the properties name did show up in the list even I saved them to save data
place.
I follow the process:

  1. Saved the form properties (Select the form >> Case Management >>
    Save data to the following case properties here added all form properties)
  2. Export the form to get the form columns.
  3. Add case_id and owner_name to the sheet.
  4. Went to case importer and follow the process till match Excel
    columns and as you see in the photo down:
    a. owner_name, it would to crate a new property
    b. The properties saved to “Save data to the following case
    properties” last time shows up but the new properties did not shows
    (such as Name_of_FC or secondary_phone)
    c. The properties saved also but I did not enter any values
    before did not shows up (such as other_project_specify).
    [image: Inline image 1]
    ​Thanks for your support
    Mahmoud​

On Wed, Dec 28, 2016 at 7:24 PM, Cory Zue czue@dimagi.com wrote:

Hi Mahmoud,

Apologies you’re having issues with the case importer. What I would
recommend doing is undoing the result of the case import by using the
“archive forms” feature and restarting with a clean version.

What you can do is find the forms that case importer used to
create/modify your data. The easiest way to do this is to do the following:

  1. Open the “submit history” report
  2. Filter by “unknown users”
  3. Find forms listed as “http://commcarehq.org/case” with the date that
    you did the import (they should look like below).
  4. Then open and archive those forms and retry the import.

[image: Inline image 2]

Please note that the case importer can create many forms during a single
import so you may have to do this multiple times for a single import.

Regarding your other issues, that doesn’t sound like expected behavior.
If you believe you are encountering a bug in CommCare HQ please go ahead
and report an issue with clear steps and our support team will look into it.

Cory

On Mon, Dec 26, 2016 at 6:52 AM, Mahmoud Abo Shabo almustfa1@gmail.com wrote:

Hi Dears,
I am trying to crate new cases using the Import Cases from Excel
https://www.commcarehq.org/a/goal-global/importer/excel/fields/# but:

  1. First time I did not remove the check box “Create a new property
    instead” then I understand I do not need this future, so how I can delete
    the new case properties?
  2. I saved all the case proprieties but when I am trying to create
    a new case some proprieties did not show up? These properties till now I
    did not enter any values by tablet and the new cases I would to leave it
    empty. so why it did not show up?.
  3. The cases had been created but only the case name appear of the
    full assessment :(. where are the other properties?
  4. If I download the case data I did not see the new cases? even I
    got a message means the cases created!?

Please this is very urgent and I need support quickly,

Best Regards

Mahmoud


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.
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