Removing case management from a form

Hi

I have a form in one module that updates a case ie it’s a ‘Followup’ form.

I want to copy this form as the basis of a questionnaire for a one-off
survey. I’ve done the copy but I can’t see how to change the form from
’Followup’ form to a ‘Survey’ form. Is it possible to do this? If so, how?

Many thanks

Simon
16/11/17

Hi Simon,

Yes, you can drag forms between different menus to turn on/off case
management for those forms. In your case, you can simply drag the copy of
your ‘Followup’ form from the Case List menu to the Surveys menu. Please do
note that you have to hover your mouse over the form name until the arrow
appears, and by selecting the arrow you can move the form between menus
(screenshot below).

Hope this is helpful!

Cheers,
Kaley

[image: Inline image 1]

··· On Thu, Nov 16, 2017 at 11:08 AM, Simon Berry wrote:

Hi

I have a form in one module that updates a case ie it’s a ‘Followup’ form.

I want to copy this form as the basis of a questionnaire for a one-off
survey. I’ve done the copy but I can’t see how to change the form from
‘Followup’ form to a ‘Survey’ form. Is it possible to do this? If so, how?

Many thanks

Simon
16/11/17


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Kaley B. Lambden
Senior Field Manager | Dimagi, Inc.
Skype: kaley.lambden

Brilliant.

Thank you.

Simon

··· On Thursday, November 16, 2017 at 9:51:04 PM UTC, klambden wrote: > > Hi Simon, > > Yes, you can drag forms between different menus to turn on/off case > management for those forms. In your case, you can simply drag the copy of > your 'Followup' form from the Case List menu to the Surveys menu. Please do > note that you have to hover your mouse over the form name until the arrow > appears, and by selecting the arrow you can move the form between menus > (screenshot below). > > Hope this is helpful! > > Cheers, > Kaley > > > [image: Inline image 1] > > On Thu, Nov 16, 2017 at 11:08 AM, Simon Berry <si...@colalife.org > wrote: > >> Hi >> >> I have a form in one module that updates a case ie it's a 'Followup' form. >> >> I want to copy this form as the basis of a questionnaire for a one-off >> survey. I've done the copy but I can't see how to change the form from >> 'Followup' form to a 'Survey' form. Is it possible to do this? If so, how? >> >> Many thanks >> >> Simon >> 16/11/17 >> >> >> -- >> 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. >> > > > > -- > Kaley B. Lambden > Senior Field Manager | Dimagi, Inc. > Skype: kaley.lambden >