How to load a case_id into a form

For this, you can leave the Case Management tab as "does not use cases." This controls the cases of the case type you've selected in your module.

The User Case will automatically be loaded into your form when you choose a form that has User Case setup.

Great question! You seem like a swell dude.

The main difference between a calculate condition and default value is when the calculation will occur. Specifically, a default value will only be set once immediately upon opening the form. This is used primarily to load static values like case and session properties into the form.

Meanwhile, a calculate condition will fire multiple times during form entry (including at completion) so that its value always reflects the current state of the form accurately. This should be used for most purposes as calculates will be re-calculated based on answers given in the form.