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Overview
By default, CommCare offers a few features to help manage forms on the device. Since some of these features are not visible until discovered, and thus somewhat confusing, this page lays out the basics of how forms are managed.
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Configuration Options
Currently Incomplete and Saved form management are disabled by default. You can enable them by going to your Application Settings on CommCare HQ, selecting the Advanced Settings tab and choosing "enable" for each feature under the Android Settings section.
When the features are disabled, incomplete and saved form records are not created, and all of the user interface options pertaining to them will be removed from the CommCare application's home screen.
Incomplete Forms
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Feature ConstraintsPlease read the Feature Constraints section before using Incomplete Forms for your project workflows. |
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Overview of Incomplete Forms
Incomplete forms are forms that have been started but not finished. This could happen, for example, if the client or user is suddenly called away but plans to finish the form later.
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If you choose to continue an incomplete form, the original incomplete form you saved will remain saved on the phone unless you save it again or complete the form. If a user pressed the back button and chooses to not save their changes, for instance, the original incomplete form remains as it was before form entry. If the user presses Save Form on the menu, however, it will update the existing saved form with the new version.
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Feature Constraints
Saved Incomplete Forms have the following 2 major structural constraints that you should be aware of.
Saved Incomplete Forms are not synced with CommCareHQ and are only stored locally on the mobile device .
Consequence: If you lose access to your mobile device, say, it breaks or is lost, Incomplete Forms saved on the device will not be recoverable.
Consequence: If you uninstall an application with incomplete forms, Incomplete Forms saved on the device will not be recoverable.
Saved Incomplete Forms are not updated when you make updates to your app or the data the incomplete forms rely on
Consequence #1: If a form is saved as incomplete, and certain app updates like changes to the form's structure or changes to the assets used by the form (say, images or audio) are made, it can prevent mobile workers from resuming the incomplete form.
Consequence #2: If a form is saved as incomplete, and then resumed after data (say, case properties) the form relies on has changed, the form will have undefined/unpredictable behavior
Removing an incomplete form
If an incomplete form is stale and should be removed, this can be done from either of the 2 screens described in the steps to continue the form. To remove an incomplete form from the Incomplete Forms screen, you can long-click a form and then choose Delete RecordYou can remove Incomplete forms if they are outdated or no longer needed. This can be done in two ways:
From the "Incomplete Forms" tab: Simply long-press on the incomplete form and select "Delete Record."
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From the case list in a module: If you open an case via the case list of a module in the mobile app having an incomplete follow-up form, you will have the option to resume the incomplete form. A dialog box will appear and ask whether you want to resume the form which that had previously started and saved as incomplete. From here, you can then choose "Delete old copy" to remove it from the device and start a new form.
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Considerations for Using Incomplete Forms
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