Previously entered case lookup

Users
1

Hello,

We are hoping to reduce duplicate registrations by showing users that a
case already exists in the system. In practice, we'd like for similar
entries to pop up as the person begins typing (fuzzy match would be best),
or this could be done as a final check once all fields have been entered on
the form.

Suggestions?

Thanks!

2

Hi Alexandra,

The Minimize Duplicates
https://confluence.dimagi.com/pages/viewpage.action?pageId=30605985 feature
was designed to do exactly this. Unfortunately this behavior isn't
available in form entry but only from the case list (before you'd open the
registration form).

Cheers,
Will

··· On Thu, Aug 17, 2017 at 9:58 AM, Alexandra Hinton wrote:

Hello,

We are hoping to reduce duplicate registrations by showing users that a
case already exists in the system. In practice, we'd like for similar
entries to pop up as the person begins typing (fuzzy match would be best),
or this could be done as a final check once all fields have been entered on
the form.

Suggestions?

Thanks!

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3

Hi Will,

This would actually be a perfect solution -- however our set up requires
child cases. Registration links to multiple Form A's and then Form A's link
to multiple Form B's, so we have Form A create a child case that feeds the
case list for Form B. Does that make sense? Based on the limitations
section of the Minimize Duplicates
https://www.google.com/url?q=https%3A%2F%2Fconfluence.dimagi.com%2Fpages%2Fviewpage.action%3FpageId%3D30605985&sa=D&sntz=1&usg=AFQjCNGKSFxMqDoJkkymZorp6uxl9iLwYg
page, this will prohibit us from using the feature. Is that correct? Can
you see a workaround?

Thanks!!

··· On Thursday, August 17, 2017 at 10:17:19 AM UTC-4, William Pride wrote: > > Hi Alexandra, > > The Minimize Duplicates > feature > was designed to do exactly this. Unfortunately this behavior isn't > available in form entry but only from the case list (before you'd open the > registration form). > > Cheers, > Will > > > > On Thu, Aug 17, 2017 at 9:58 AM, Alexandra Hinton <acmas...@gmail.com > wrote: > >> Hello, >> >> We are hoping to reduce duplicate registrations by showing users that a >> case already exists in the system. In practice, we'd like for similar >> entries to pop up as the person begins typing (fuzzy match would be best), >> or this could be done as a final check once all fields have been entered on >> the form. >> >> Suggestions? >> >> Thanks! >> >> -- >> 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-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >
4

Alexandra,

I'm not certain but I think that that limitations only applies to when you
are selecting a parent and then child case, not when you are registering
the two. The end of form navigation will likely change though, as mentioned
in those notes. Unfortunately I don't know enough about this feature and
your workflow to say certainly that it'll work but might be worth testing
out.

Cheers,
Will

··· On Thu, Aug 17, 2017 at 10:22 AM, Alexandra Hinton wrote:

Hi Will,

This would actually be a perfect solution -- however our set up requires
child cases. Registration links to multiple Form A's and then Form A's link
to multiple Form B's, so we have Form A create a child case that feeds the
case list for Form B. Does that make sense? Based on the limitations
section of the Minimize Duplicates
https://www.google.com/url?q=https%3A%2F%2Fconfluence.dimagi.com%2Fpages%2Fviewpage.action%3FpageId%3D30605985&sa=D&sntz=1&usg=AFQjCNGKSFxMqDoJkkymZorp6uxl9iLwYg
page, this will prohibit us from using the feature. Is that correct? Can
you see a workaround?

Thanks!!

On Thursday, August 17, 2017 at 10:17:19 AM UTC-4, William Pride wrote:

Hi Alexandra,

The Minimize Duplicates
https://www.google.com/url?q=https%3A%2F%2Fconfluence.dimagi.com%2Fpages%2Fviewpage.action%3FpageId%3D30605985&sa=D&sntz=1&usg=AFQjCNGKSFxMqDoJkkymZorp6uxl9iLwYg feature
was designed to do exactly this. Unfortunately this behavior isn't
available in form entry but only from the case list (before you'd open the
registration form).

Cheers,
Will

On Thu, Aug 17, 2017 at 9:58 AM, Alexandra Hinton acmas...@gmail.com wrote:

Hello,

We are hoping to reduce duplicate registrations by showing users that a
case already exists in the system. In practice, we'd like for similar
entries to pop up as the person begins typing (fuzzy match would be best),
or this could be done as a final check once all fields have been entered on
the form.

Suggestions?

Thanks!

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