Navigating from end of one form to next form

Hello,

Our project will be using CommCare to electronically complete a series of questionnaires for study participants. Almost all questionnaires will be delivered at a single point in time/appointment.

Currently we have this set up as a set of forms within a single case list. However, if I understand correctly, the current limitations of form navigation mean that once the user has completed one form, they will exit back out to the Case List menu, and then must select the next form and reselect the correct participant ID. This introduces considerable room for data entry error and we’re looking for a better alternative.

Ideally, the user would submit completed form A, and automatically advance to form B for that same participant.

Our two questions:

  1. Is there, in fact, a way to navigate from the end of one form to the next, keeping the link to the same record/participant?
  2. If we were to put all the forms into ONE very long form, is there a danger of losing A LOT of data if, for any reason, the user does not complete this form (e.g., accidentally navigates away, other technical error)?

Do you have recommendations, based on your familiarity with the platform on how best to address this situation?

Thank you in advance for your help!

Is there, in fact, a way to navigate from the end of one form to the next, keeping the link to the same record/participant?

Yes, In the Form “Settings” tab you can set the “End of Form Navigation” to “Link to other form” and then add a link to the form you want. A simple configuration is demostrated in the picture below where a form “Surveys” always navigates to another form “Survey2” on save -

If we were to put all the forms into ONE very long form, is there a danger of losing A LOT of data if, for any reason, the user does not complete this form (e.g., accidentally navigates away, other technical error)?

There is some risk of loosing data in very large forms because of users leaving the form mid way without saving it. Also if there is too much data getting saved in one form it can lead to memory errors on low end phones and if you decide to go with this option you sould definitely test it out on some phones your users are using. In general it’s definitely a good design practice to not have very large forms in your application.

Thank you for your response!

I’m not seeing this option. We have a ‘Standard’ subscription. Is this why?

image

Ahh, you are right. Seems like that option is not available to your subscription. Sorry for the misleading input.

I think your best option here is to redirect the user to “Previous Screen” on form completion so that user can get into the second form with minimum number of clicks.