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We have several different tools for controlling what is seen during menu navigation in CommCare (everything between the Start screen and the Form itself). This page should help clarify the different options available.  

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There are three key things that control which screens show up during the menu navigation:

  1. Menu Mode (menu Settings tab)from https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2300675251/Menus#Menu-Settings).

  2. Whether or not it is a "Case List" menuParent Child Selection (menu Case List tab).

  3. https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143951603/Case+List+and+Case+Detail+Configuration#Parent-Child-Selection

The controls for these are outlined in red in the first 3 of the following screenshots:

To turn on menu mode, make sure the "Menu Mode" addAdd-on Ons is enabled on the application settings page.

  1. Access the application settings Application Settings page by clicking the gear icon next to the application name on the upper-left corner. 

  2. On the settings page, select the Add-onsOns tab, then select the button with three-lines in the upper right hand corner and make sure the Mobile Experience is checked.

  3. Scroll down to the Mobile Experience block and select the Register from case list checkbox and hit save.

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Once the screen navigation has been determined, there are filters that you can apply to only see desired choices (availability depends on the screen navigation):

  1. ♣ Menu FilterFiltering (Case List Menu > Settings tab)

  2. ♥ Form Display ConditionConditions (form settings Form Settings > settings tab)

  3. ♦ https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143951603/Case+List+and+Case List Filter+Detail+Configuration#Case-List-Filtering (Case List Menu > Case List tab)

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♣ Menu Filters

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You will notice that Menu filters are always applied before a case has been selected.  Therefore, they cannot depend on any of the case properties associated with the case.  Menu filters can only be used to filter on properties from the user-case or on constants, such as false().

See Menu Filtering.

♥ Form Display Conditions

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  1. For paths 1.a.i and 2.a.i above, the Form Display Condition is executed after a case has already been selected from the case list.  Therefore, the Form Display Condition can depend on the case properties, any user-case properties, or on constants, such as false().

  2. (warning) For paths 1.a.ii and 2.a.ii above, the Form Display Condition is executed before any case has been selected from the case list.  Therefore, the Form Display Condition cannot depend on any regular case properties.  In these paths, the display condition can only be used to filter on properties from the user-case or on constants, such as false().  If the application is not using user-case, the Form Display Condition will not be available at all.  The (warning) symbol should alert you that Form Display Conditions are limited in these paths and you should be careful to understand these limitations before using one.

  3. Form display conditions are not currently available when Menu Mode = Display Only Forms. 

See Form Display Conditions.

♦ Case List Filter:  Case list filters are always available to filter the case list.

This page provide See https://dimagi.atlassian.net/wiki/x/OinKfw for more information about the User-Case feature referenced above:

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