Trying to partially complete forms from CommCareHQ or API

Users
1

All,

I have a use case to pre-populate some form data from CommCareHQ to the
users mobile phones.

The reason for this is the field inspector has to check the real in situe
data against that collected from another system.

For example I could pre-load Location1|Name|Age|Sex and then the field
inspector assigned would go to Location1 and check these details in the
locations records submitting back to CommCareHQ
CheckedName|CheckedAge|CheckedSex.

I hope that makes sense. Is there any way to partially complete forms from
a central location? I am aware of the case import but this doesn't reflect
in the app as partially completed forms, unless I am using the function
incorrectly?

Any help appreciated.

Thanks,

Gerard.

2

Hi Gerard,

Have you seen our case management tutorial
https://confluence.dimagi.com/display/commcarepublic/Basic+Case+Management+Tutorial?
Case management allows you to reference or pre-fill data in a form.

If that data comes from another system, you can use the case importer
https://confluence.dimagi.com/display/commcarepublic/Importing+Cases+Using+Excel
to import the data.

··· On Fri, Oct 7, 2016 at 11:02 AM, wrote:

All,

I have a use case to pre-populate some form data from CommCareHQ to the
users mobile phones.

The reason for this is the field inspector has to check the real in situe
data against that collected from another system.

For example I could pre-load Location1|Name|Age|Sex and then the field
inspector assigned would go to Location1 and check these details in the
locations records submitting back to CommCareHQ CheckedName|CheckedAge|
CheckedSex.

I hope that makes sense. Is there any way to partially complete forms from
a central location? I am aware of the case import but this doesn't reflect
in the app as partially completed forms, unless I am using the function
incorrectly?

Any help appreciated.

Thanks,

Gerard.

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3

Amelia,

Thanks for the response. I was able to import the case data into CommCareHQ via Excel and the importer tool. I can also see this data present in the system. However when the user who owns the case signs into their app they do not see the case data as a partially complete form. Is there something else required to enable this?

The excel file I submitted simply had some of the case data fields populated along with the owner_name. Are other columns required for it to populate the app as a partially complete form which the user can then progress to completion?

Thanks,

Gerard.

··· From: commcare-users@googlegroups.com [mailto:commcare-users@googlegroups.com] On Behalf Of Amelia Sagoff Sent: 07 October 2016 21:16 To: commcare-users@googlegroups.com Subject: Re: Trying to partially complete forms from CommCareHQ or API

Hi Gerard,

Have you seen our case management tutorialhttps://confluence.dimagi.com/display/commcarepublic/Basic+Case+Management+Tutorial? Case management allows you to reference or pre-fill data in a form.

If that data comes from another system, you can use the case importerhttps://confluence.dimagi.com/display/commcarepublic/Importing+Cases+Using+Excel to import the data.

On Fri, Oct 7, 2016 at 11:02 AM, <gerard.ledwidge@microensure.commailto:gerard.ledwidge@microensure.com> wrote:
All,

I have a use case to pre-populate some form data from CommCareHQ to the users mobile phones.

The reason for this is the field inspector has to check the real in situe data against that collected from another system.

For example I could pre-load Location1|Name|Age|Sex and then the field inspector assigned would go to Location1 and check these details in the locations records submitting back to CommCareHQ CheckedName|CheckedAge|CheckedSex.

I hope that makes sense. Is there any way to partially complete forms from a central location? I am aware of the case import but this doesn't reflect in the app as partially completed forms, unless I am using the function incorrectly?

Any help appreciated.

Thanks,

Gerard.

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4

Amelia,

I have now resolved the issue. The case property I was using to display the
cases was not being populated by the import and therefore the cases were
not being displayed in the app. This is as I had mistakenly setup both a
'name' and a 'Name' property and was only populating one of them
successfully via the import.

Thanks for your assistance. Perhaps it may be worth adding this point to
the user guide?

Regards,

Gerard.

··· On Monday, October 10, 2016 at 9:16:21 AM UTC+1, Gerard Ledwidge wrote: > > Amelia, > > > > Thanks for the response. I was able to import the case data into > CommCareHQ via Excel and the importer tool. I can also see this data > present in the system. However when the user who owns the case signs into > their app they do not see the case data as a partially complete form. Is > there something else required to enable this? > > > > The excel file I submitted simply had some of the case data fields > populated along with the owner_name. Are other columns required for it to > populate the app as a partially complete form which the user can then > progress to completion? > > > > Thanks, > > > > Gerard. > > > > *From:* commcare-users@googlegroups.com [mailto: > commcare-users@googlegroups.com] *On Behalf Of *Amelia Sagoff > *Sent:* 07 October 2016 21:16 > *To:* commcare-users@googlegroups.com > *Subject:* Re: Trying to partially complete forms from CommCareHQ or API > > > > Hi Gerard, > > > > Have you seen our case management tutorial > ? > Case management allows you to reference or pre-fill data in a form. > > > > If that data comes from another system, you can use the case importer > > to import the data. > > > > On Fri, Oct 7, 2016 at 11:02 AM, wrote: > > All, > > > > I have a use case to pre-populate some form data from CommCareHQ to the > users mobile phones. > > > > The reason for this is the field inspector has to check the real in situe > data against that collected from another system. > > > > For example I could pre-load Location1|Name|Age|Sex and then the field > inspector assigned would go to Location1 and check these details in the > locations records submitting back to CommCareHQ > CheckedName|CheckedAge|CheckedSex. > > > > I hope that makes sense. Is there any way to partially complete forms from > a central location? I am aware of the case import but this doesn't reflect > in the app as partially completed forms, unless I am using the function > incorrectly? > > > > Any help appreciated. > > > > Thanks, > > > > Gerard. > > -- > 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 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. > Any business communication sent by or on behalf of MicroEnsure (UK) > Limited, or one of its affiliated firms or other entities (together, > “MicroEnsure”), is confidential or may be otherwise protected. If you > receive this email in error, please inform us and then delete it > immediately from your system. You should not copy it or disclose its > contents to anyone. > >