Advanced Organization Level Configuration

There are a number of advanced options for organization levels. These are shown when you click on the Advanced checkbox on the Organization Levels page.

Type Code:

This is a code that you can use to refer to the type when accessing locations in lookup tables or logic.  For example, if your level is called District Warehouse, the type code might be district_warehouse

Level to Expand From:

By default, CommCare will only send each user the list of their assigned locations and those location's ancestors and descendants.  For example, if the organization levels are State -> District -> Block -> Outlet, and the user is assigned to a block,  they will get a list of their state, their district, their block and all that block's outlets.  In some situations, you may want to get a list of locations outside of the ancestors and descendants.  In the example above, if a user is assigned to a block, they may want to see all blocks in their district anyway. This is controlled using the "Expand From" option.  

This option sets the level below which all locations will be synced down.  For example, if the user is assigned to a block but the level to expand from is set to "district", that user will get a list of their state, their district, and all blocks in that district (including their own). 

Level to Expand To:

This option should only be changed if you need to improve your application's performance.

This option limits the types of locations that are sent to a given user.   For example, if the organization levels are State -> District -> Block -> Outlet, and the user is assigned to a district, they will get a list of their state, their district and all blocks and all outlets in that block.  If there are too many outlets and the list of outlets is not needed in the application, the level to expand to can be set to "block".  Commcare will then not send any locations below the block level. 

Force Sync

This option allows you to force CommCare to send all locations of a given type, but not any of those locations descendants.  For example, if the organization levels are State -> District -> Block -> Outlet, and the user is assigned to a block,  they will get a list of their state, their district, their block and all that block's outlets.  In some situations, you may want to get a list of states as well (but none of the state's districts, blocks or outlets).  You can achieve this by setting the Force Sync option to "State".