Refresh CommCare Report Options When Analysis Changes
Keep reporting choices aligned as program questions evolve in Coda.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
Why this helps
A changed analysis plan can make an earlier report shortlist obsolete.
- Catch changed reporting needs
- Avoid outdated report choices
- Keep analysts aligned
Setup
Build it in a few focused steps.
- 1Connect Coda and CommCare once.
- 2Create an automation describing how to re-evaluate reports after the page update.
- 3Pick Specific Coda Page Updated as the trigger.
- 4Choose a report channel.
- 5Test with one changed analysis page.
Questions about this workflow
Can it compare the old shortlist?
Only if the prior shortlist or history is available; otherwise provide the baseline in the page or instruction.
Will it download data?
This workflow lists available reports for review and selection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to CommCare. A trigger fires from one place; an action lands in another.
Coda triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
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Submit Form to CommCare
Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Submit Form ODK Compatible
Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.
Connect any two apps with Notis in the middle.
Coda and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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