Clear or persist a task in the task tab

Technical Support Development
1

Hello community

I do have this task reminder form below,

Screenshot 2024-11-05 at 11.27.19 PM
Screenshot 2024-11-05 at 11.27.19 PM1816×1200 49 KB

Below is the task config

{
    name: 'appointment-reminder-task',
    title: 'Appointment Reminder',
    icon: 'assessment',
    appliesTo: 'reports',
    appliesToType: ['appointment'],
    appliesIf: function(c, r){
      return r.fields.appoint.type_appoint === 'clinical appointment' || r.fields.appoint.type_appoint === 'internal referral' ||
      r.fields.appoint.type_appoint === 'external referral' || r.fields.appoint.type_appoint === 'adherence counselor appointment' ||
      r.fields.appoint.type_appoint === 'psychologist appointment' ||  r.fields.appoint.type_appoint === 'pharmacy' ||
      r.fields.appoint.type_appoint === 'social worker appointment' 
      || r.fields.appoint.type_appoint === 'case manager appointment ';
    },
    actions: [{ form: 'appointment_reminder', 
    modifyContent: function (content, contact, report) {
      content.field_app_type = getField(report, 'appoint.type_appoint');
      content['inputs'] = {

        field_blood_draw_type: getField(report, 'appoint.lab_test'),
        field_date_of_appointment: getField(report, 'appoint.date_appoint'),
        field_notes: getField(report, 'appoint.welcome'),
        person_comp: getField(report, 'appoint.complete'),
        field_date_task_appears: getField(report, 'appoint.reminder'),

        };
      }
   }],
    events: [{
      id:'appointment-seven',
      start: 7,
      end: 1,
      dueDate: function (event, contact, r) {

        return Utils.addDate(new Date(getField(r, 'appoint.date_appoint')), 0);
      }
    },
    {
      id: 'appointment-three',
      start: 3,
      end: 1,
      dueDate: function (event, contact, r) {

        return Utils.addDate(new Date(getField(r, 'appoint.date_appoint')), 0);
      }
    }
  ],
    resolvedIf: function(c, r, event, dueDate) {
      // Resolved if there is a reminder received in time window
      return isFormFromArraySubmittedInWindow(c.reports, 'reminder',
                 Utils.addDate(dueDate, -event.start).getTime(),
                 Utils.addDate(dueDate,  event.end+1).getTime());
    },
  }

What am seeking to implement is if the first option is selected the Task is cleared from the task tab and if the second is selected then the task is persisted in the task tab. Is this possible ?

@jkuester @diana kindly requesting for your thoughts

2

Hi @cliff

We have an example that leaves the task on the list based on the CHW’s answers. If the pregnancy is still in danger, the task will appear on the list for another follow-up.

It’s done by a leveraging the actions and the resolvedIf in the task configuration. This is the form in case you want to have a look.

Video of this example in execution:

1 Like
3

thanks @Jennifer_Quesada , much appreciated

i have tweaked the task to

{
    name: 'appointment-reminder-task',
    title: 'Appointment Reminder',
    icon: 'assessment',
    appliesTo: 'reports',
    appliesToType: ['appointment'],
    appliesIf: function(c, r){
      return r.fields.appoint.type_appoint === 'clinical appointment' || r.fields.appoint.type_appoint === 'internal referral' ||
      r.fields.appoint.type_appoint === 'external referral' || r.fields.appoint.type_appoint === 'adherence counselor appointment' ||
      r.fields.appoint.type_appoint === 'psychologist appointment' ||  r.fields.appoint.type_appoint === 'pharmacy' ||
      r.fields.appoint.type_appoint === 'social worker appointment' 
      || r.fields.appoint.type_appoint === 'case manager appointment ';
    },
    actions: [{ form: 'appointment_reminder', 
    modifyContent: function (content, contact, report) {
      content.field_app_type = getField(report, 'appoint.type_appoint');
      content['inputs'] = {

        field_blood_draw_type: getField(report, 'appoint.lab_test'),
        field_date_of_appointment: getField(report, 'appoint.date_appoint'),
        field_notes: getField(report, 'appoint.welcome'),
        person_comp: getField(report, 'appoint.complete'),
        field_date_task_appears: getField(report, 'appoint.reminder'),

        };
      }
   }],
    events: [{
      id:'appointment-seven',
      start: 7,
      end: 1,
      dueDate: function (event, contact, r) {

        return Utils.addDate(new Date(getField(r, 'appoint.date_appoint')), 0);
      }
    },
    {
      id: 'appointment-three',
      start: 3,
      end: 1,
      dueDate: function (event, contact, r) {

        return Utils.addDate(new Date(getField(r, 'appoint.date_appoint')), 0);
      }
    }
  ],
    resolvedIf: function(c) {
      // Find the matching reminder report
      const reminderReport = c.reports.find(report => {
        return report.form === 'appointment_reminder';
      });

      // Clear task only if 'soon_noted' was selected
      return reminderReport && reminderReport.fields.appointment_reminder.upcoming === 'soon_noted';
    },
  },