Set up CommCare reference data for an Agiled project
Create a lookup table in CommCare for project reference data, with the workflow initiated on a schedule you choose.
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 data needed for program workflows can take extra effort to carry from project planning into CommCare.
- Create a CommCare reference structure for project data.
- Make setup part of a recurring Notis workflow.
- Keep a run report for the lookup table operation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, describe the reference data to use for a new CommCare lookup table and how it relates to the Agiled project.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the created lookup table.
Questions about this workflow
Can this create any kind of CommCare table?
The listed action creates a lookup table in a CommCare domain for reference data such as catalogs, price lists, or configuration tables. It requires Edit Apps permission.
Will Notis automatically read unspecified project data?
The data to use must be available to the workflow or clearly supplied in your instruction. Do not assume fields or history that the apps do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to CommCare. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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