Prepare CommCare reference data on a schedule
Give Notis prepared reference data and a recurring schedule to create a lookup table in the intended CommCare domain.
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
Reference catalogs and configuration details can be tedious to set up when teams wait until the last moment.
- Create a reference table from data supplied to the workflow.
- Make planned setup work visible in run reports.
- Reduce the steps needed to prepare a CommCare domain.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CommCare once in the Notis portal if both connections are needed; otherwise connect CommCare.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Describe the reference data and lookup table to create, including the CommCare domain.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real reference data example and verify the table in CommCare.
Questions about this workflow
Where does the lookup table data come from?
Provide the reference data in the workflow context or another connected source. The listed ActiveMerge capabilities do not specify a data export trigger.
What permission does CommCare require?
The action requires Edit Apps permission.
Will this update an existing table?
The listed action creates a new lookup table. Specify the intended setup carefully and verify the outcome in the CommCare domain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to CommCare. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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