Case Management Overview

Covers configuring case management in an application.

Tutorial Available for This Module

You can learn all the topics in this module by completing the Basic Case Management Tutorial and the Advanced Case Management Tutorial.

This module requires completion of:

  • CommCareHQ Overview
  • Form Builder Basics
  • Advanced Form Building

 

Learning ObjectiveDetailsLink to resources
Explain the different options for Form Action on the Case Management tab of Form Settings
  • Determine when to use: Form registers a new case, Form updates/closes a case, etc.

Case Management

Basic Case Management Tutorial Part 2- Registering a New Case

Configure a form to register a new case Basic Case Management Tutorial Part 2- Registering a New Case
Make a form require a case to be selected before opening it Basic Case Management Tutorial Part 3 - Updating a Case
Configure a form to close a case Basic Case Management Tutorial Part 3 - Updating a Case
Define a Case Type at the Module Level Basic Case Management Tutorial Part 4 - Module Case Management Settings
Save data to the case and explain the purpose of saving case properties from a form Advanced Case Management Tutorial Part 1 - Saving Data to Case Properties
Load data into a case and explain the purpose of loading case properties into a form Advanced Case Management Tutorial Part 3 - Case Management Window
Within a form, reference data that is loaded from the case Advanced Case Management Tutorial Part 4 - Referencing Data from the Case
Distinguish between the case list and case details Basic Case Management Tutorial Part 4 - Module Case Management Settings
Add properties to the Case List Case List and Case Detail Configuration
Add properties to the Case Details Case List and Case Detail Configuration
Configure the sorting of the Case List Case List and Case Detail Configuration
Configure a Filter for the Case List Case List and Case Detail Configuration
Correctly use the options for data type in the case list and details view(Plain, Date, Time Since or Until Date, Phone Number etc.)Case List and Case Detail Configuration
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