Advanced Form Settings and Menu Options

Owned by Arti Sahu
Last updated: Jun 24, 2024
3 min read

This overview provides a clear understanding of the various settings and options available both on the Home screen and within individual forms in CommCare.

1. Home Screen Settings:

To access the home page settings menu, just tap the menu button on your phone (the three dots in the top right corner). You'll see a list of options, as shown in the attached GIF.

Form Settings.gif

  • Update App: tells the device to check CommCare HQ to see if there is a more recent starred build. If there is, CommCare will update (connectivity required) and you will need to log-in again.

  • Saved Forms: within the "saved" forms button you can find a list of all forms that were submitted since the last time the application data was cleared. You can further filter this list by submitted forms, unsent forms, or incomplete forms. After you "Save a Form as Complete" it is tagged as "Unsent" until CommCare confirms that the form has reached the CommCare HQ server, at which time the tag is removed. More details on all of the form management features can be found here.

  • Change Language: this allows you to switch to a different language in which you want to use the application.

  • About CommCare: provides some legal info about CommCare.

  • Advanced: this allows you to do some advanced actions like force log submission, clear user data, Connection test, etc

    • Clear User Data: if you choose this, it will delete all the current users’ data and bring you back to the log-in screen.

    • Force Log Submission: this forces CommCare to submit technical metadata to the server. This can be useful to the software team when troubleshooting problems. A CommCare team member could request you to do this if there is a recurring bug in the software.

    • Connection test: diagnoses connection problems that the user might be having on the device

  • Settings: this allows you to access some advanced settings like Auto-update frequency, Fuzzy Search Matches, etc.

2. Form Settings

If you press the three dots at the top right-hand side of any form, you will see three advanced options displayed on the screen:

  • Go To Prompt

  • Change Language

  • Change Settings

    • Change Settings include the following options:

      • Text Font Size for changing the size of the display text.  You only have to do this once in an app and all forms will default to the text size you have chosen

      • Display Rich Inline 

Navigations WIthin Forms.png

Advanced Menu Options https://dimagi.atlassian.net/wiki/spaces/2143944704/pages/2419851266/

3. Advanced Menu Options           

  • Go To Prompt calls up a list of all the questions/labels in the form.  If you have already entered values they will be displayed below the question text.

    • You can scroll up and down to review your answers, and is the preferred way to quickly review a form prior to submitting.

    • You can click on any question in order to go directly to it and update/enter a value

    • Go To Start brings you to the first page of the form, and Go To End brings you to the last page where you can submit the form

    • Go Up is only applicable in repeats.

  • Change Language allows you to toggle between the display text languages.

  • Choosing Settings presents two additional options: