Dimagi Dimagi 10d ago
Advanced Case Actions in CommCare: Manage Multiple Cases from a Single Form

Advanced Case Actions in CommCare: Manage Multiple Cases from a Single Form

In this video, we walk through Advanced Case Actions—a new capability in CommCare that lets you update multiple cases from a single question. Real programs are rarely simple: one visit might update a mother's record, sync her child's, and trigger a referral to a health clinic—all separate cases. Advanced Case Actions brings that logic directly into the form builder, so you can create, update, close, and link or unlink cases natively, without custom code. Think household syncing, cross-case referrals, and bulk actions across the family members or entities you're tracking. Watch it in action: enrolling members into services from a household case list, creating and linking new family members to their household, and taking batch actions like closing cases in bulk. It's the kind of sophisticated, multi-case workflow that powers complex programs—now in your hands and ready to set up, with full documentation to guide you: https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/3942645761/Advanced+Case+Actions.