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Case management allows you to save data from one form and use that data later on in another form. Here's how to set this up:
Say you want to use the answer to "What is your edd?" in Registration later on in your Followup form.
- Set up case management in your application
- Create a question in Registration for "What is your edd?". It doesn't matter what the question ID is.
- In the case configuration for the Registration form, check the "updates the case" checkbox.
- Select "What is your edd?" from the dropdown
- Write "edd" in the case property box.
- Hit "save". The answer to "What is your edd" is now saved to the case as case property "edd"
- Check the "Loads data from the case" checkbox
- Select "/data/edd_from_reg (hidden)" from the dropdown
- Give it the case property name "edd". Note that this MUST be the same name you gave the case property in Registration.
- Hit "save". The case property "edd" is now preloaded into the hidden value "edd_from_reg"
- In the followup form, reference that case property by typing #case/ and choosing the property you want to reference
When data get saved to the case as properties, they're always saved as
text. If you
in a form, even if you set the data type to be "date" or "int" or whatever is appropriate, they're still really strings. If you want to use it in a calculate or a comparison expression, you have to "cast" it to the desired data type. For example, if you
reference a property into the hidden value "
date_question", you have to reference it as date(#case/
date_question). Other available cast operators are int(), boolean(), number() and string().