Open and close a case in the same form?

Users
1

Hi

Is it possible to open and close a case in the same form? As far as I can
see the “close case” option is not available when the “Requires” option is
set to “neither a case nor a referral” under the Case and Referral Settings
of the form??

Any help will be appreciated.

Thanks.

Jolani

2

Hi, Jolani,

Generally speaking, it should not be necessary to open and close a case in
the same form; if you only need to collect data one time then no need to
open a case. CommCare HQ will not allow you to both open and close a case
in the same form because in order to "close" a case you would need to have
a form that requires a case. As you noted, in order to open a new case you
would need to choose requires "neither a case nor a referral."

The sort-of exception to this is if you are using CommCare 2.X app builder,
then you could open a SUBCASE in the same form that you close a case. But
that form would still require a parent case.

If your use case is that you only need to open a case sometimes (i.e. if
the answer to a question is something yes versus no) then you can make a
condition for "opens a case." Below "opens a case" select "if the answer
to..." and choose the answer you want.

This is some more detail on the wiki:
https://confluence.dimagi.com/display/commcarepublic/6.+Setting+Up+Cases

If you would like to share your specific use case we may be able to suggest
a workflow.

Thanks,

Jeremy

··· On Wed, Aug 8, 2012 at 7:16 PM, jolani wrote:

Hi****

Is it possible to open and close a case in the same form? As far as I can
see the “close case” option is not available when the “Requires” option is
set to “neither a case nor a referral” under the Case and Referral Settings
of the form??****

Any help will be appreciated. ****

Thanks.****

Jolani****

3

Jeremy, my clients have some cases that don’t require follow-up (or the
follow-up had already been performed by the time the data is entered on the
phone). My current configuration is as you suggested (open a case based on
a specified condition). However, this divides the collected data (the
reports) even though, from the client’s perspective, it’s all the same.

(Thanks for the clarification Cory)

··· On Wednesday, August 8, 2012 4:01:19 PM UTC+2, Jeremy Wacksman wrote: > > Hi, Jolani, > > Generally speaking, it should not be necessary to open and close a case in > the same form; if you only need to collect data one time then no need to > open a case. CommCare HQ will not allow you to both open and close a case > in the same form because in order to "close" a case you would need to have > a form that requires a case. As you noted, in order to open a new case you > would need to choose requires "neither a case nor a referral." > > The sort-of exception to this is if you are using CommCare 2.X app > builder, then you could open a SUBCASE in the same form that you close a > case. But that form would still require a parent case. > > If your use case is that you only need to open a case sometimes (i.e. if > the answer to a question is something yes versus no) then you can make a > condition for "opens a case." Below "opens a case" select "if the answer > to..." and choose the answer you want. > > This is some more detail on the wiki: > https://confluence.dimagi.com/display/commcarepublic/6.+Setting+Up+Cases > > If you would like to share your specific use case we may be able to > suggest a workflow. > > Thanks, > > Jeremy > > On Wed, Aug 8, 2012 at 7:16 PM, jolani <jola...@googlemail.com wrote: > >> Hi**** >> >> Is it possible to open and close a case in the same form? As far as I >> can see the “close case” option is not available when the “Requires” option >> is set to “neither a case nor a referral” under the Case and Referral >> Settings of the form??**** >> >> Any help will be appreciated. **** >> >> Thanks.**** >> >> Jolani**** >> > >
4

I think the use case here is for something that is truly opened and
then closed. The reason you would want to create a case would be for
reporting purposes. One example would be a birth where the infant
doesn't survive. You may be interested in knowing that the infant case
was created, but then you immediately close it. There shouldn't be a
technical reason why you can't do this on the mobile, so I think is a
matter of getting app builder support for it.

Cory

··· On Wed, Aug 8, 2012 at 4:01 PM, Jeremy Wacksman wrote: > Hi, Jolani, > > Generally speaking, it should not be necessary to open and close a case in > the same form; if you only need to collect data one time then no need to > open a case. CommCare HQ will not allow you to both open and close a case > in the same form because in order to "close" a case you would need to have a > form that requires a case. As you noted, in order to open a new case you > would need to choose requires "neither a case nor a referral." > > The sort-of exception to this is if you are using CommCare 2.X app builder, > then you could open a SUBCASE in the same form that you close a case. But > that form would still require a parent case. > > If your use case is that you only need to open a case sometimes (i.e. if the > answer to a question is something yes versus no) then you can make a > condition for "opens a case." Below "opens a case" select "if the answer > to..." and choose the answer you want. > > This is some more detail on the wiki: > https://confluence.dimagi.com/display/commcarepublic/6.+Setting+Up+Cases > > If you would like to share your specific use case we may be able to suggest > a workflow. > > Thanks, > > Jeremy > > > On Wed, Aug 8, 2012 at 7:16 PM, jolani wrote: >> >> Hi >> >> Is it possible to open and close a case in the same form? As far as I can >> see the “close case” option is not available when the “Requires” option is >> set to “neither a case nor a referral” under the Case and Referral Settings >> of the form?? >> >> Any help will be appreciated. >> >> Thanks. >> >> Jolani > >
5

That makes sense, thanks for the clarification, Cory and Jolani. Sounds
like it's just not supported yet!

··· On Wed, Aug 8, 2012 at 7:51 PM, jolani wrote:

Jeremy, my clients have some cases that don’t require follow-up (or the
follow-up had already been performed by the time the data is entered on the
phone). My current configuration is as you suggested (open a case based on
a specified condition). However, this divides the collected data (the
reports) even though, from the client’s perspective, it’s all the same. **
**

(Thanks for the clarification Cory)****

On Wednesday, August 8, 2012 4:01:19 PM UTC+2, Jeremy Wacksman wrote:

Hi, Jolani,

Generally speaking, it should not be necessary to open and close a case
in the same form; if you only need to collect data one time then no need to
open a case. CommCare HQ will not allow you to both open and close a case
in the same form because in order to "close" a case you would need to have
a form that requires a case. As you noted, in order to open a new case you
would need to choose requires "neither a case nor a referral."

The sort-of exception to this is if you are using CommCare 2.X app
builder, then you could open a SUBCASE in the same form that you close a
case. But that form would still require a parent case.

If your use case is that you only need to open a case sometimes (i.e. if
the answer to a question is something yes versus no) then you can make a
condition for "opens a case." Below "opens a case" select "if the answer
to..." and choose the answer you want.

This is some more detail on the wiki: https://confluence.**
dimagi.com/display/**commcarepublic/6.+Setting+Up+**Caseshttps://confluence.dimagi.com/display/commcarepublic/6.+Setting+Up+Cases

If you would like to share your specific use case we may be able to
suggest a workflow.

Thanks,

Jeremy

On Wed, Aug 8, 2012 at 7:16 PM, jolani jola...@googlemail.com wrote:

Hi****

Is it possible to open and close a case in the same form? As far as I
can see the “close case” option is not available when the “Requires” option
is set to “neither a case nor a referral” under the Case and Referral
Settings of the form??****

Any help will be appreciated. ****

Thanks.****

Jolani****