The following instructions demonstrate how to make data in your application editable by creating an edit form.
This page walks you through the general procedure, and also gives an example of how to do this in a real application.
To be able to edit information in a CommCare Application, the information we want to be editing has to be saved in a case. More detailed examples of case management can be found here. The example below shows how a case is created and information is updated.
Case: We have a football team composed of 14 players, a coach and a captain. Upon registration of the team the information about the players, coach and captain is entered. But with time the captain and coach can be changed.
In this case the team will be the case, the coach and captain will be information saved to the case.
2. Add the registration form and create the questions, in this case will be, name of team, number of players, captain’s name, the coach’s name, name of club, date of registration.
Save the information that needs to be edited in the case list by clicking the button manage case on the top right side of the screen and save the questions that need to be accessible in other forms in the case properties
The followup form will be used to update information about the captain and the coach.
2. Create the fields that are going to receive the new values, and fill the default value with the equivalent case property, in the example below the app is updating the coach value and use as a Default value the saved case property. Configuring the application this way means that the user will see the previous value before updating.
While the follow-up form is opened, select the option Manage Case , then proceed to save the questions on the case property. Make sure you have the case property named exactly the same as you named before in the registration form otherwise the edit form will not overwrite the correct properties.
In addition to this, here are some other enhancements you can add to help usability for your workers
Show the information about the team
Put a label and for each case property, drag and drop to the label display text
2. Choose which information to edit
insert a multichoice question that asks which information to edit
3. In the question, add the display condition