Shown Submitted By Value as "Unknown Sender" in Referral Reports(submitted by Upper Hierarchy) When Opened from Lower Hierarchy Login

Development
1

Hi @antony @binod,

We are facing an issue with referral reports in CHT and would like some guidance on the expected behavior and possible solution.

Issue

When a referral report is submitted by a user belonging to an upper/ancestor hierarchy level, and the report is later viewed from a CHO login, the “Submitted By” field shown by the report at the top is displayed as “Unknown Sender” instead of showing the actual submitter’s name.

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Hierarchy Example

State → District → District Hospital → Community Health Center → Primary Health Center → Health & Wellness Center → Village

Use Case

A referral report is submitted by a user associated with a higher-level place in the hierarchy (for example, District Hospital, CHC, or PHC).

When the same referral report is opened from a CHO account associated with a lower-level place, the “Submitted By” value appears as “Unknown Sender” rather than displaying the name of the user who submitted the report.

Clarification Required

  • Is this the expected behavior when reports are submitted from an ancestor hierarchy level?
  • Is there a recommended configuration or implementation approach to ensure the submitter’s details are displayed correctly across hierarchy levels?
  • Are there any known limitations, best practices, or reference implementations related to this scenario?

Any guidance or suggestions would be greatly appreciated.

Thanks!

2

Hi @Ramu .

This is expected, as the CHW does not have access to the contact document of the submitting user, and the name is not stored on the report document.

3

This is more of a workaround, but you can show the submitter’s name in a report field by copying it from the user’s associated contact document at submission time.

There’s a helpful example in the CHT docs here:

It shows how to load the submitting user’s contact (via inputs/user/contact_id) into hidden fields so properties like the name are captured on the report itself, which means they’ll display even when the lower-hierarchy login can’t access the submitter’s contact document.

Also, if the submitter’s contact has a phone number, that will be shown instead of “Unknown sender”, which can be slightly more helpful on its own.

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