Set up program reference data in CommCare
Keep reference data organized in a lookup table that supports your credential-linked program workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Program setup often stalls when reference data structures have not been created in the CommCare domain.
- Create a structured home for program reference data.
- Reduce setup steps handled manually.
- Keep the intended table purpose explicit in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which CommCare domain and reference table to create, such as a credential category or program configuration table.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and verify the table in CommCare; confirm the required Edit Apps permission is available.
Questions about this workflow
Can the action populate the lookup table?
The listed action creates a new lookup table. Do not assume it imports or fills rows unless that behavior is supported separately.
What permission is required?
CommCare requires Edit Apps permission for this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to CommCare. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Create a lookup table in a domain.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Create an invitation for a new web user.
List Reports
List reports configured in a project.
Single Sign On
Validate a user’s login and retrieve their profile.
Submit Form ODK Compatible
Submit form data using an ODK-compatible endpoint.
Submit Form to Application
Submits an XForm to a specified CommCare application.
Connect any two apps with Notis in the middle.
Accredible certificates and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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