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This feature requires a CommCare Software PlanThis feature (Case Sharing) will only be available to CommCare project spaces with a Pro Plan or higher. For more details, see the CommCare Software Plan page. |
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Overview
In the default CommCare model, each CommCare user has their own list of cases, comprised of the cases he/she has created. When a mobile worker registers a pregnant mother on CommCare Mobile, let's call her 'Monica' in this example, the 'Monica' case will only appear in this specific mobile worker's case list (What's a case list is? See https://dimagi.atlassian.net/wiki/x/8xrKfw). The 'Monica' case will not be show in anyone else's case list, meaning no other mobile worker can perform a follow-up visit with Monica.
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You can structure your case sharing groups such that a "supervisor" user is in multiple case sharing groups. If you are on the Advanced plan or higher, this is easy to set up through Organizations. For more information, see Assigning cases Cases to one of multiple groupsMultiple Groups.
Errors
Often if you have an error in case management (i.e. you did not follow one of the steps above), you will see a message indicating that your user is not in a case sharing group or is in more than one case sharing group. If you see this, go back and check your case sharing settings or visit https://dimagi.atlassian.net/wiki/x/EzLKfw to know more about the error. It is likely that 1 of your users is not in exactly one case sharing group.
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Once the forms are submitted they will update the case in the order in which they are received (according to the server received time). If one of the forms closed a case and a subsequent form attempts to update that case, the case will not be reopened but the (now closed) case will be updated.
Is there a way to specify case sharing for different groups by menu or a specific case type?
Unfortunately this use case is not currently supported in the app builder. However, you can configure this manually by specifying the "owner_id" property for new cases which you don't want to share to be set to the id of the current user (defined in the form as a hidden value) in the normal case property configuration screen. That will result in those cases not being shared.