Hi @Mic, I'm afraid I don't fully understand your specific technical suggestions. Case management can mean different things to different people and it would be great to get some specific examples from you and others of what you are trying to do. Perhaps we can start by putting the "how" aside and focus on what you could do in an ideal world.
In particular, it would be helpful to know:
- the domain of the data you are collecting (health, tree conservation, ...)
- do you need to fill the same form about the same entity (person, tree, etc) or different forms?
- what is the workflow you use to assign specific forms or entities to enumerators?
- at what frequency is new data collected?
- does more than one enumerator collect information about the same entity?
If you can attach a form demonstrating the complicated strategy you are currently using, that would be very helpful. For anyone else interested in some kind of more refined preloading, it would be really helpful to get your use cases and answers to the questions above as well.
cc @Vanubhav @Snvssh4a2017 because I think Automatic default selection is similar