How do I close a case by creating a rule?

Users
1

Good evening all!

How do I close a case without having to create a new form, but by answering
a question on my current form? On the CommCare help page "Automatically
Close Cases", the instructions say that this is possible by going into Data
-> Edit Data -> Add automatically close case rule. When I go to Data
though, the only tab under Edit Data is Reassign Cases. I don't seem to
have the option of closing cases. I would appreciate any help on this!

Thanks!
Erika

2

Hi Erika,

The feature to automatically close cases requires a subscription to the Pro
plan or higher.

However, it also sounds like you might not need that feature - if you're
just looking to close the case by answering a question on your current
form, you can configure that on the Case Management tab for your form. See
here
https://confluence.dimagi.com/display/commcarepublic/Case+Configuration#CaseConfiguration-ClosingaCase
for
details.

Thanks,
Giovanni

··· On Thu, Apr 6, 2017 at 12:27 PM, wrote:

Good evening all!

How do I close a case without having to create a new form, but by
answering a question on my current form? On the CommCare help page
"Automatically Close Cases", the instructions say that this is possible by
going into Data -> Edit Data -> Add automatically close case rule. When I
go to Data though, the only tab under Edit Data is Reassign Cases. I don't
seem to have the option of closing cases. I would appreciate any help on
this!

Thanks!
Erika

--
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.

3

Hi Giovanni,

Thanks so much! That is all I needed! I didn't realise that an "only if the
answer" tab would open u when I checked that box.

Have a good day!
Erika

··· On Thu, Apr 6, 2017 at 7:07 PM, Giovanni Capalbo wrote:

Hi Erika,

The feature to automatically close cases requires a subscription to the
Pro plan or higher.

However, it also sounds like you might not need that feature - if you're
just looking to close the case by answering a question on your current
form, you can configure that on the Case Management tab for your form. See
here
https://confluence.dimagi.com/display/commcarepublic/Case+Configuration#CaseConfiguration-ClosingaCase for
details.

Thanks,
Giovanni

On Thu, Apr 6, 2017 at 12:27 PM, berube.erika@gmail.com wrote:

Good evening all!

How do I close a case without having to create a new form, but by
answering a question on my current form? On the CommCare help page
"Automatically Close Cases", the instructions say that this is possible by
going into Data -> Edit Data -> Add automatically close case rule. When I
go to Data though, the only tab under Edit Data is Reassign Cases. I don't
seem to have the option of closing cases. I would appreciate any help on
this!

Thanks!
Erika

--
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.

--
You received this message because you are subscribed to a topic in the
Google Groups "commcare-users" group.
To unsubscribe from this topic, visit https://groups.google.com/d/
topic/commcare-users/WhD5Y_IBVwI/unsubscribe.
To unsubscribe from this group and all its topics, send an email to
commcare-users+unsubscribe@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.

4

The post were dated on Apr 2017. May I know if the feature has removed? When I check the "Close this case when the form is complete", nothing appear for me to set.