Version Changes

This page lists all relevant changes that have been made during a version release. It indicates the date installed or when it was released which will approximate the installation date. Bug fixes are not itemized as they are not relevant to this page but are indicated so that you are aware no new functionality or change has been made. Only changes that have been made over the past 12 months are shown.

Version 14.5.2 (released on 2024-07-18) - (installed 2024-07-22 at 10:35 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

CHANGE/IMPROVEMENT: When a user moves a project to production and they opt to delete all records during the process, this is now specifically denoted on the Logging page, which will now list the logged event as "Move project to Production status (delete all records)".

Version 14.5.1 (released on 2024-07-15) - (installed 2024-07-15 at 12:30 P.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: In the “Move Field” dialog in the Online Designer, the user may now choose “Insert at top of this form” or (if the field is part of a matrix) “Insert at the top of the matrix group” from the field drop-down.

Version 14.5.0 (released on 2024-07-11) - (installed 2024-07-15 at 12:30 P.M. AZ Time)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: Enhanced e-Consent Framework and PDF Snapshot Functionality

Overview

  • A new page named “Settings for e-Consent & PDF Snapshots” (linked from the Online Designer) serves as the new location where users can enable and set up the e-Consent Framework for a given survey and also set up triggers for storing PDF Snapshots. In previous versions, the e-Consent Framework and PDF Snapshot settings all existed on the Survey Settings page as several disparate options, but now they have been consolidated on this new page as two separate tabs. While these two exist as separate features, there is some overlap of functionality since the e-Consent Framework does ultimately store a copy of the PDF Snapshot for the e-Consent response. In addition to moving these features to the new page, both have been given enhancements, which are detailed below.

  • View a 5-minute overview video of the new features: https://redcap.link/econsent2vid

Overall Benefits of the New Features

  • Streamlined Consent Process: Simplify and enhance the electronic consent process for both researchers and participants.

  • Improved Data Integrity: Ensure secure and organized storage of consent forms and survey responses.

  • Enhanced Compliance: Meet regulatory standards such as ICH and FDA requirements with robust version control and audit trails.

Enhanced e-Consent Framework

  • Customizable Consent Forms with Version Control: Design consent forms and manage new versions of consent forms while maintaining historical versions for audit purposes. During the setup process for consent forms, their location can be set in relation to a single Descriptive field on the survey. A consent form can exist as an inline PDF or as rich text. A consent form can be associated with a specific MLM language and/or a Data Access Group if the project users wish to have the consent form be used for a specific language (chosen by the participant) and/or DAG (to which the record has been assigned). This allows for language-specific consent forms and DAG-specific consent forms, if needed.

  • File Naming Customization: Customize the file names of PDF snapshots for e-Consent responses using static text or piping, appended with date-time stamps.

  • Custom Notes: An optional custom notes field can be utilized for each e-Consent survey for bookkeeping purposes. The custom notes are neither displayed on the survey nor anywhere else in the application.

  • Custom Headers and Footers: Add custom headers and footers to PDF snapshots created via the e-Consent Framework, including the use of text fields, smart variables, and piping.

  • Audit Trails: Improved, detailed audit trails for consent form completions and PDF snapshot generations.

  • Change/improvement: When using MLM together with the e-Consent Framework, downloading an instrument PDF of a completed e-Consent survey response (or if the e-Consent survey response is included in a generated PDF that contains non-e-Consent instruments), the e-Consent survey response itself in the PDF will always be rendered in the language in which the participant originally consented.

  • Change/improvement: When reviewing draft mode changes, if a consent form’s anchor Descriptive field is deleted or moved to another instrument, it now gets listed as a critical issue in the list of drafted changes.

  • Change/improvement: When a user views a completed/signed e-Consent response on a data entry form, in which a consent form was used on the survey, near the top of the page will be displayed the version of the consent form that was used. Also, the consent form itself (i.e., the inline PDF or rich text) displayed on the page will always be the consent form under which the participant originally consented. For example, if a participant consented using consent form v2.0, then even though a new consent form (v3.0) has been added to the project at some point afterward, the data entry form for that participant’s response will always display consent form v2.0 so that the user will always see the survey response and its consent form exactly as the participant originally viewed it.

New action tag @CONSENT-VERSION

  • This action tag represents the version of the consent form being used by the e-Consent Framework for the current e-Consent survey context (i.e., current record, event, survey, data access group, MLM language, etc.). NOTE: This action tag only adds a new value to the field when its field value is blank and only when the instrument is being completed in an e-Consent survey context. Also, this action tag can only be used if the e-Consent Framework has been enabled for a survey and only if one or more consent forms have been defined for that survey.

Improved PDF Snapshot Functionality

  • Automatic Saving: Save PDF copies of survey responses (i.e., snapshots) to the project's File Repository or to specified File Upload fields. In previous versions, this would have been set up using separate features on the Survey Settings page, but now they can be set up as specific settings of a PDF Snapshot trigger.

  • Snapshot Scope: The “scope” of the snapshot must be defined when creating a new snapshot trigger. The scope refers to the data content inside the PDF, i.e., which instruments are included in the snapshot (a single instrument, multiple instruments, or all instruments/events). Note: The PDF snapshot created by completing an e-Consent survey will only ever include just that single survey response. But for non-e-Consent snapshots, users may define the scope of the snapshot.

  • Custom Logic-based Triggers: Create custom triggers for generating PDF snapshots based on specific conditions using conditional logic. Whenever data is being saved for a record (on a survey, form, API, data import, etc.), if the logic of the snapshot trigger evaluates as True, then a PDF snapshot will be saved to whatever location is specified. Note: Logic-based triggers can only be triggered once per record, whereas survey-completion-based triggers (including e-Consent surveys) will store a new snapshot every time the survey is completed (because surveys may possibly be completed multiple times if certain Survey Settings are defined).

  • Support for Multi-Form Consents: Combine multiple forms and/or signatures into a single PDF snapshot. Define a PDF snapshot that contains multiple instruments in order to potentially capture multiple signatures, and then store the snapshot in the File Repository or a File Upload field.

  • File Naming Customization: Customize the file names of PDF snapshots using static text or piping, appended with date-time stamps.

  • Audit Trails: Improved, detailed audit trails for consent form completions and PDF snapshot generations.

  • Vault Storage Integration: If using the system-level feature “e-Consent Framework: PDF External Storage Settings (for all projects)”, all PDF snapshots generated via completed e-Consent surveys will automatically be stored on the external server (i.e., “The Vault”). This feature existed in previous versions and continues to function in the same way. Noted new feature: If a multi-instrument PDF snapshot is being stored in the File Repository, in which it contains at least one completed e-Consent survey response, that snapshot will automatically be stored in the Vault. However, a project-level setting named “Store non-e-Consent governed PDF Snapshots on the External Storage server if the snapshot contains a completed e-Consent response” exists on the “Edit Project Settings” page that is set to Yes/Enabled by default, in which it can be disabled if the REDCap administrator wants only e-Consent governed PDF snapshots to be stored in the Vault and thus not store multi-instrument snapshots that happen to contain an e-Consent response in the Vault.

  • Snapshot Re-triggering: Perform re-triggering of PDF Snapshots while on a data entry form. If the user has “View & Edit” Data View privileges on the current instrument, they will see a “Trigger Snapshots'' link in the button box at the top-left of the page. This will allow them to trigger or re-trigger any given PDF snapshot (although “survey completion” snapshot triggers specifically require that the survey be completed first). Additionally, for logic-based triggers, the logic does not have to currently be True in order to trigger/re-trigger it.

  • Note: Non-e-Consent PDF Snapshot triggers will always store the PDF in the default MLM language, but an e-Consent PDF Snapshot trigger will always store the snapshot in the participant’s chosen language.

Improvements to the Online Designer

  • General user interface improvement that utilizes newer icons.

  • New “Go to field” feature (invoked via Ctrl-G or Cmd-G) allows users to search for a variable by name and then navigate directly to its location in the Online Designer, even if the field is on a different instrument than the current one.

  • Improved and expanded “Quick modify field(s)” popup will appear when users Ctrl-click (or Cmd-click) one or more fields or check the new checkboxes located on the far right of each field. Additions to this popup include the ability to edit the following for multiple fields: branching logic, action tags/field annotation, custom alignment, required status, identifier status, and multiple choice options (including the ability to copy choices - with new choice of location for copied fields, import choices from an existing field, convert a field to a different multiple choice field, and also append new choices using a full-blown choice editor).

  • NOTE: When updating actions tags for one or more fields via the “Quick modify field(s)” popup, there is a new action tag named @DEACTIVATED-ACTION-TAGS that is only used in the Online Designer for the purpose of deactivating (and thus possibly reactivating) action tags. The difference between deactivating action tags and removing action tags from fields is that deactivating them leaves the action tags in a state/format so that they can be easily reactivated later, whereas removing action tags would make it very difficult to restore the action tags of many fields having many different action tags. For example, if a field has the @HIDDEN action tag and is then deactivated, its field annotation will then appear as the following: @DEACTIVATED-ACTION-TAGS @.OFF.HIDDEN, and if reactivated, it will go back to @HIDDEN again.

  • The “Quick modify field(s)” popup also includes an additional, large selector popup to allow users to select many fields on the current instrument that match certain criteria by clicking one or more icons (e.g., clicking the slider icon and then clicking the “add new selections” button will automatically select all slider fields on the page to use for the “Quick modify field(s)” popup). This makes it easy to select many fields on the page very quickly when they all match a certain criteria (i.e., field type, field validation).

  • Change: The drag-field feature to “drag-n-drop” a field to a new location on the instrument now operates differently. Inside of clicking and holding anywhere on a field, the user must now click and hold specifically on the Move icon for the given field in order to ready the field for being moved.

Improvement/bug fix:

  • A new project-level setting "Hide closed/verified data queries from Data Quality results" has been added that can be used with the Data Resolution Workflow. This setting defaults to an Enabled/Checked value, and it can be changed in the DRW/Field Comment Log section of the Additional Customizations dialog on the Project Setup page. If users prefer for closed and/or verified data queries in the DRW to always be visible in results on the Data Quality page, they can uncheck this new setting in the project. NOTE: Beginning in 14.3.13 through (and including) 14.4.1, a mistake was introduced regarding a change in the behavior of closed/verified data queries, in which they were no longer automatically hidden from Data Quality results (whereas in previous versions they were always hidden). That change was a mistake and thus was a bug, which is now fixed here by reverting the default behavior back to its pre-14.3.13 behavior and also by the addition of this new setting that allows users to have both behaviors (i.e., to either hide or show closed/verified data queries from Data Quality results). The default behavior of this setting is the same as the behavior prior to REDCap 14.3.13.

Improvement: The "Help & FAQ" page has been updated with new content (thanks to the FAQ Committee).

Change: In a MyCap-enabled project, if users switch from classic mode (i.e., non-longitudinal) to longitudinal data collection mode or from longitudinal to classic (via the setting at the top of the Project Setup page), the MyCap task settings and Active task formats will no longer be erased in the project when changing that setting. In previous versions, all MyCap task settings and Active task formats would be completely erased in the project when moving to/from longitudinal mode.

Version 14.4.1 (released on 2024-07-03) - (installed 2024-07-08 at 1:30 P.M. AZ Time)

BUG FIXES

Version 14.4.0 (released on 2024-06-27) - (installed 2024-07-01 at 8:30 A.M. AZ Time)

NEW FEATURES, IMPROVEMENT/CHANGES & BUG FIXES:

NEW FEATURE: Background Data Import option for the API - Similar to using the Background Data Import on the Data Import Tool page, users may now utilize the feature when making a call to the Import Records API method. They can simply pass the API parameter “backgroundProcess” with a value of 1 (for Yes) or 0 (for No, which is the default) to invoke this option. The API will return a “success” message with “true” or “false” regarding if the data was successfully accepted. Note: This option works with any data format: CSV, JSON, or XML.

IMPROVEMENT: The Email Logging page now has its own separate user privilege. Previously, only users with "User Rights" privileges could access the Email Logging page. Now, users must explicitly be given "Email Logging" privileges in order to access the Email Logging page. Note: During the upgrade to REDCap 14.4.0 or higher, any users with "User Rights" privileges will automatically be given "Email Logging" privileges in order to keep continuity with their current access to the Email Logging page.

IMPROVEMENT: "Survey Notifications" and "Survey Confirmation Emails" were added as new filter options to the "Type" drop-down filter on the Email Logging page. Note: This change is not retroactive, meaning that any survey notification emails or confirmation emails that were sent prior to the upgrade to REDCap 14.4.0+ will not show up when filtering by these new options but will instead only show up when Type is set to "all types".

IMPROVEMENT: When using Multi-Language Management, the Twilio/Mosio text messaging text (“To begin the survey, visit [link]” and voice call text (“To begin the phone survey, call [phone]” are now available for translation on the MLM setup page.

CHANGE: The button text was changed from "Cancel import" to "Halt import" for greater clarity for Background Data Imports that are still processing on the Data Import Tool page.

CHANGE/IMPROVEMENT: The Data Access Group page in a project might be very slow to load in certain circumstances where many records exist in the project.

Version 14.3.14 (released on 2024-06-13) - (installed 2024-06-24 at 12:00 P.M. AZ Time)

BUG FIXES

Version 14.3.13 (released on 2024-05-30) - (installed 2024-05-30 at 2:00 P.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: In the Online Designer when Ctrl-clicking multiple checkbox or radio fields to display the “Modify multiple fields” options, a new option to “Convert to matrix group” will appear, thus allowing users to merge the selected fields into a matrix. When merging fields into a matrix, the confirmation dialog will note that only the choices for the first field selected will be preserved (in case the selected fields have different choices). Additionally, the action will remove all field notes from the fields and will also remove all section headers (except for the first field's section header, if it exists).

IMPROVEMENT: In the Online Designer when editing a matrix of fields, a new button will appear at the bottom left of the “Edit Matrix of Fields” dialog that says “Save & split matrix into separate fields”. When clicked, it will convert the matrix into separate fields.

IMPROVEMENT: "For users that are not assigned to a Data Access Group, the Data Quality page will now display a DAG drop-down filter (next to the record drop-down filter) to allow them to apply any Data Quality rule only to records assigned to the selected DAG.

CHANGE: When using the Data Resolution Workflow in a project, it has always been the case that the results of data quality rules would automatically "exclude" fields that have a data query with "closed" status. Many users have complained about this behavior and have stated that the discrepancies should still be displayed in the data quality rule results regardless of the field's data query status. From now on, such fields will no longer be automatically "excluded" simply because they have a data query with "closed" status.

Version 14.3.12 (released on 2024-05-23) - (installed 2024-05-28 at 2:00 P.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: "Phone (France)" was added as a new field validation. After upgrading, an administrator will need to enable it.

Version 14.3.11 (released on 2024-05-16) - (installed 2024-05-21 at 11:00 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: In a MyCap-enabled project, all MyCap tasks can now be manually set as Active or Not Active at any time on the MyCap settings page in the Online Designer. Setting a MyCap task as “not active” will prevent the task from appearing in the MyCap mobile app for participants. Note: The previous release enabled this feature specifically for MyCap active tasks, while this change makes this feature available to all MyCap tasks (not just active tasks).

Version 14.3.10 (released on 2024-05-09) - (installed 2024-05-13 at 11:25 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When clicking on a user’s username in the user table on the User Rights page, in which the user is assigned to a user role, a “Remove from project” button was added inside the “User actions” popup that allows the user to be removed from a project directly without having to un-assign them from the role first.

IMPROVEMENT: In the Online Designer when viewing the fields of a specific instrument, a yellow star is now displayed to the right of the variable name for identifier fields to denote to users which fields are identifiers.

IMPROVEMENT: In a MyCap-enabled project, active tasks can now be set as Active or Not Active at any time on the MyCap settings page in the Online Designer. Setting an active task as “not active” will prevent the task from appearing in the MyCap mobile app for participants. Note: This is not for all MyCap tasks but only for MyCap active tasks.

CHANGE: The text in the help dialog for the option "Rename records?" on the Data Import Tool has been changed slightly for improved clarity and to reduce confusion.

Version 14.3.9 (released on 2024-05-03) - (installed 2024-05-07 at 11:00 A.M. AZ Time)

CHANGES & BUG FIXES:

CHANGE: The text for the option "Rename records?" on the Data Import Tool has been changed slightly for improved clarity and to reduce confusion.

Version 14.3.8 (released on 2024-05-02) - (installed 2024-05-07 at 11:00 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: Mobile Toolbox measures have been added for use in the MyCap mobile app. The Mobile Toolbox (MTB) is a research platform that includes a library of cognitive and other tests that can be administered remotely on a smartphone. The MTB's measures include smartphone versions of assessments from the NIH Toolbox, the International Cognitive Ability Resource, and the Patient Reported Outcomes Measurement Information System. A list of all available MTB tasks in REDCap can be viewed via the “Import Active Task” button in the Online Designer for any MyCap-enabled project.

IMPROVEMENT: The Codebook page now has checkboxes that can be toggled by the user to remember the collapsed state of the tables on the page on a per-project basis for the user.

Version 14.3.7 (released on 2024-04-29) - (installed 2024-04-29 at 8:00 A.M. AZ Time)

CHANGES & BUG FIXES:

CHANGE: The video "Full Project Build" was added as a new video on the project left-hand menu and on the Training Videos page."

Version 14.3.6 (released on 2024-04-26) - (installed 2024-04-29 at 8:00 A.M. AZ Time)

BUG FIXES:

Version 14.3.5 (released on 2024-04-25) - (installed 2024-04-29 at 8:00 AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: The rich text editor used throughout REDCap now has a new drop-down option in the editor's toolbar for setting the "font family" and "font size" of any text in the editor.

IMPROVEMENT: When using MyCap in a longitudinal project, users can now decide on the event display format (ID, Label, or None) for titles of MyCap tasks displayed in the Upcoming Tasks section.

CHANGE/IMPROVEMENT: A few more pages were added to the "Navigate to page" widget to allow users to go to specific pages via PID and keyboard shortcuts.

CHANGE: The video "A Brief Overview of REDCap" was replaced with a new video."

Version 14.3.4 (released on 2024-04-18) - (installed 2024-04-29 at 8:00 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When moving one or more fields in the Online Designer, a new option will appear in the field selection drop-down to allow the user to move a field to an empty instrument (i.e., an instrument with no defined fields). In previous versions, fields could only be moved to an instrument containing at least one field (not counting the Form Status field).

IMPROVEMENT: New built-in PDF Viewer.

  • This built-in PDF viewer remediates an old gap of functionality in which iOS and Android devices are not able to display more than the first page of an inline PDF. So whenever REDCap is displaying an inline PDF (e.g., for a Descriptive field, when using the INLINE action tag on a File Upload field, or on the e-Consent certification page), if the current device is iOS or Android or if it lacks a native PDF viewer, then REDCap’s built-in PDF Viewer will be utilized automatically. For all other devices, the device’s native PDF viewer will be used.

  • Notable change: Previous versions of REDCap would not attempt to display an inline PDF on the certification page of an e-Consent survey, in which it would say “This browser does not support inline PDFs. Please open the PDF in a new tab.”. But now, it will actually display the inline PDF for all devices on the e-Consent certification page, whether using the device’s native PDF viewer or if using REDCap’s PDF viewer.

IMPROVEMENT: Videos hosted by the VidYard video service (vidyard.com) can now be utilized for the "Embed media" option on Descriptive Text fields. Thus, VidYard URLs (e.g., https://share.vidyard.com/watch/XYZXYZ) are now fully compatible, similar to how YouTube and Vimeo URLs have always been.

IMPROVEMENT: The "Help & FAQ" page has been updated with new content (thanks to the FAQ Committee).

CHANGE: New MLM tip added at the bottom of the "Forms/Surveys" tab on the MLM setup page. The tip reads as follows: "Tip: Choose your "ASI Language Source" wisely - If ASIs have been translated in your MLM setup, it is typically recommended that you utilize the "Language preference field" option for determining the translation to be used for an ASI survey invitation. Choosing "User's or survey respondent's active language" as the ASI Language Source can have unexpected results. For example, if a participant's survey response triggers the ASI, the ASI's invitation text will be output in the correct language since it uses what the participant has chosen previously. However, if the ASI is triggered by an action of the project user, such as a data import or saving a data entry form, the ASI's text will be in the language of the project user, which may not be the language that the participant prefers."

Version 14.3.3 (released on 2024-04-11) - (installed 2024-04-15 at 9:55 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When uploading static attachment files to an alert on the Alerts & Notifications page, the maximum allowed attachment size has been increased from 10 MB to 20 MB. Please note that sending attachments larger than 10 MB might cause the email to be rejected by certain email providers.

CHANGE: When editing a MyCap task’s settings in the Online Designer, if a task is scheduled one time then the "allow retroactive" option will now not be available.

Version 14.3.2 (released on 2024-04-04) - (installed 2024-04-08 at 4:10 P.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When moving one or more fields in the Online Designer, a new option will appear at the end of the field selection drop-down to allow the user to auto-create an instrument while moving the field(s) to that new instrument. Note: The new instrument will be named "New Instrument" by default, although the user can always rename it after the fact.

IMPROVEMENT: Various updates and fixes to the External Module Framework, including 1) Added validation button and use of Logic Editor for JSON settings.

Version 14.3.1 (released on 2024-03-28) - (installed 2024-04-01 at 2:30 P.M. AZ Time)

NEW HOOKS, IMPROVEMENTS & BUG FIXES:

NEW HOOK: redcap_project_save_after - : Allows custom actions to be performed after a project has been saved from a newly created, copied, or modified project. This allows for close control of the create, copy, and modify operations on a project.

NEW HOOK: redcap_project_delete_after - : Allows custom actions to be performed after a delete action has been initiated. This allows for close control of the delete operation on a project.

IMPROVEMENT: MyCap now supports repeating instrument functionality for longitudinal projects. In previous versions, repeating instruments were only supported for class/non-longitudinal projects.

Version 14.3.0 (released on 2024-03-21) - (installed 2024-03-25 at 8:45 A.M. AZ Time)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: New action tags: @MC-PARTICIPANT-JOINDATE-UTC and @MC-PARTICIPANT-TIMEZONE - These action tags will capture the MyCap participant’s timezone and also the install date/time (in UTC time) of the MyCap participant whenever the participant joins a project via the MyCap mobile app. NOTE: This is used only for the MyCap mobile app. The fields’ values are not generated when viewing the data entry form but only when the MyCap app is making a call to REDCap when the participant joins the project. Additionally, while these action tags can be added to a new field in already-existing MyCap projects, a field with this action tag will be auto-added to any projects where MyCap is enabled in the project after the fact and for any new projects created using the MyCap project template.

IMPROVEMENT: API examples in C Sharp (C#) code were added to the API Playground.

IMPROVEMENT: In the Online Designer, when a user clicks on the green button “Field is embedded elsewhere on this page” on an embedded field in the table, the page will scroll up to where the field is embedded and flash a red border around the container field. This will make it easier for users to find where a field is embedded.

IMPROVEMENT: In the Online Designer, the variable name for each field on the page is clickable, and when clicked, will copy the variable name to the user’s clipboard.

IMPROVEMENT: In the Online Designer, when a user attempts to click into the variable name field in the Edit Field popup while the project is in production, the dialog that notes that the variable name is not editable when in production will now also display the variable name as clickable in the dialog’s text, and when clicked, will copy the variable name to the user’s clipboard.

Version 14.2.2 (released on 2024-03-07) - (installed 2024-03-11 at 11:55 A.M. AZ Time)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: The Custom Event Label, if being used in a longitudinal project, will now display at the top of the data entry form in the yellow event bar. In previous versions, it only appeared above each event column on the Record Home Page. Now it appears in both places.

IMPROVEMENT: Users may now use "now" or "today" (wrapped in quotes) instead of a field variable in the special functions day(), month(), and year() in order to capture a specific date component of today’s date.

Version 14.2.1 (released on 2024-02-29) - (installed 2024-03-04 at 1:55 P.M. AZ Time)

BUG FIXES:

Version 14.2.0 (released on 2024-02-22) - (installed 2024-02-26 at 1:55 P.M. AZ Time)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: Project Dashboard Folders - Project Dashboards in a project can now be organized into folders. If a user has Project Setup & Design privileges, they will see an "Organize" link on the left-hand project menu above the Project Dashboards panel. They will be able to create folders and then assign their Project Dashboards to a folder, after which the Project Dashboards will be displayed in collapsible groups on the left-hand menu.

IMPROVEMENT: New “Test Run” option when re-evaluating Alerts and Automated Survey Invitations - When performing the “Re-evaluate” feature for Alerts and ASIs, a new toggle that says “Enable Test Run?” can be clicked in the dialog, which will perform a test run (dry run) to simulate what would have happened (e.g., schedule or send alerts/invitations) but without actually doing anything. This will allow users to feel more confident if they actually need to perform a real re-evaluation of Alerts or ASIs so that they know beforehand how many records will be affected during the re-evaluation. In addition, users may download a CSV file of all affected record names afterward, whether using the test run option or not.

IMPROVEMENT: The Project Home Page now contains an icon in the Current Users table to allow users to download the current user list as a CSV file.

IMPROVEMENT: "Help & FAQ" page has been updated with new content (thanks to the FAQ Committee). Bug fix: The EHR launch process in CDIS might mistakenly fail in specific situations where Azure AD is the authentication method in REDCap.

Version 14.1.6 (released on 2024-02-15) - (installed 2024-02-19)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: The "Help & FAQ" page has been updated with new content (thanks to the FAQ Committee).

Version 14.1.5 (released on 2024-02-08) - (installed 2024-02-12)

BUG FIXES:

Version 14.1.4 (released on 2024-01-30) - (installed 2024-02-01)

BUG FIXES:

Version 14.1.3 (released on 2024-01-25) - (installed 2024-01-29)

BUG FIXES:

Version 14.1.2 (released on 2024-01-19) - (installed 2024-01-19)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: The "Copy Project" page now contains more informational text when copying a project containing surveys. The new text explains that when copying all records, the survey completion time for any survey responses will not be copied with the normal project data because the completion times are considered to be equivalent to project logging, which never gets copied during this process.

Version 14.1.1 (released on 2024-01-11) - (installed 2024-01-16)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: If a user has a sponsor, their sponsor's username, name, and email will be listed at the top of their Profile page.

Version 14.1.0 (released on 2024-01-04) - (installed 2024-01-08)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: New “Read Only” user privilege for the User Rights page - Users and roles can now be given “Read Only” access to the User Rights page, which will allow users to view the page but not be able to take any actions on the page. Note: If a user is in a Data Access Group while viewing the page, it is still the case that they can only view users from their own DAG on the page.

Version 14.0.4 (released on 2023-12-28) - (installed 2024-01-08)

BUG FIXES:

Version 14.0.3 (released on 2023-12-21) - (installed 2024-01-08)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: If a report has been set as "public", a link icon will appear next to the report title on the left-hand project menu. If a user clicks the link icon, the public report will open in a new tab.

IMPROVEMENT: If a project dashboard has been set as "public", a link icon will appear next to the project dashboard title on the left-hand project menu. If a user clicks the link icon, the public project dashboard will open in a new tab.

CHANGE: Some help text was added to the Form Display Logic and Survey Queue instructions to inform users that their conditional logic will be evaluated at the record level and not within the context of an event or a repeating instance, which means that it is not possible to use relative instance or relative event Smart Variables - i.e., those with the name 'current', 'next', or 'previous', such as [next-instance] or [previous-event-name].

Version 14.0.2 (released on 2023-12-14) - (installed 2023-12-18)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: The Rapid Retrieval caching feature is now utilized for data exports and also for the API methods Export Records and Export Report, whereas in previous versions Rapid Retrieval was only utilized on report pages and the record status dashboard page.

IMPROVEMENT: If the Read Replica feature is enabled, all API export methods will now utilize the Read Replica, whereas in previous versions the only API methods that utilized the Read Replica were the Export Records, Export Report, and Export Logging methods.

IMPROVEMENT/CHANGE: For projects with the "Delete a record's logging activity when deleting the record?" setting enabled on the Edit Project Settings page, a request to the API Delete Record method may now include the parameter delete logging=0 if the user wants to prevent the record's logging activity from being deleted when the record is deleted. If the setting is enabled in the project, then the default value will be '1' for delete logging (to maintain the existing behavior in previous versions), and if the project-level setting is not enabled, the default value will be '0'. If the project-level setting has been enabled, this API parameter must be provided with a value of '0' in order to prevent the record's logging activity from being deleted when the record is deleted.

CHANGE: The PID number for a project is now displayed on the My Projects page for all user types, whereas in previous versions it was only displayed for admins (users with some kind of Control Center access).

Version 14.0.1 (released on 2023-12-07) - (installed 2023-12-18)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: Improved user interface elements on the Codebook page. A new instrument table lists instrument names and also event designations, if longitudinal. The instrument and event tables are now collapsible. Additionally, the tables denote if an instrument is a repeating instrument or is designated to a repeating event, and the event table denotes if an event is a repeating event. All tables on the page are now collapsed by default.

IMPROVEMENT: For Descriptive Text fields on the Codebook page, the attachment's filename and its display format are now listed on the page if it has an attachment, and the media URL and its display format are now listed on the page if it has a media URL.

Version 14.0.0 (released on 2023-11-30) - (installed 2023-12-18)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: New action tag: @SHOWCHOICE - When applied to a multiple-choice field, this action tag will hide all choices except for the ones listed in its argument. This action tag is useful if you wish to only show a subset of choices depending on some logic (e.g., depending on data access groups) via the IF action tag. The format must follow the pattern @SHOWCHOICE='??', in which the coded values should be inside single or double quotes for the choice(s) you wish to show. If more than one choice needs to be shown, then provide all the coded values separated by commas. For example, to show the choice 'Monday (1)', you would have @SHOWCHOICE='1', but if you wanted to additionally show 'Tuesday (2)', you would have @SHOWCHOICE='1,2'. NOTE: The @SHOWCHOICE action tag supports piping into its argument - e.g., @SHOWCHOICE=”[my_checkbox:checked:value]”

IMPROVEMENT: The @HIDECHOICE action tag now supports piping into its argument - e.g., @HIDECHOICE=”[my_checkbox:checked:value]”.

Version 13.11.4 (released on 2023-11-18) - (installed 2023-11-17)

BUG FIXES:

Version 13.11.3 (released on 2023-11-16) - (installed 2023-11-17)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: New MLM-related Action Tags - If using Multi-Language Management, the LANGUAGE-SET action tag can now be selectively applied to data entry forms via LANGUAGE-SET-FORM) or surveys via LANGUAGE-SET-SURVEY.

IMPROVEMENT: When using MyCap in a longitudinal project, a more streamlined process is provided for helping users add new active tasks and designate them for specific events in the project. This process is now much less confusing and less disjointed than in previous versions.

IMPROVEMENT: A new parameter was added to the method REDCap::storeFile() to allow one to set the filename of the file being stored. In previous versions, the filename would be extracted from the file path itself. This new parameter is useful to assign a filename to files that have a temporary filename, such as when resulting from a file upload.

Version 13.11.2 (released on 2023-11-09) - (installed 11/13/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When using the "Erase all data" feature on the Other Functionality page, it now lists the total number of records in the dialog so that the user is aware.

Version 13.11.1 (released on 2023-11-03) - (installed 11/08/2023)

BUG FIXES:

Version 13.11.0 (released on 2023-11-02) - (installed 11/08/2023)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW SPECIAL FUNCTION:

  • :year() - Returns the year component of a date/datetime field - e.g., year([dob]).
  • :month() - Returns the month component of a date/datetime field - e.g., month([visit_datetime]).
  • :day() - Returns the day component of a date/datetime field - e.g., day([visit_date]).

NEW PIPING PARAMETERS:

  • :year - Returns the year component of a date/datetime field - e.g., [dob:year].
  • :month - Returns the month component of a date/datetime field - e.g., [visit_datetime:month].
  • :day - Returns the day component of a date/datetime field - e.g., [visit_date:day].

IMPROVEMENT: Survey Queue Import/Export - Users can now export and import their Survey Queue settings via a CSV file in the Online Designer. After clicking the “Survey Queue” button on the page, it will reveal a drop-down list of options to 1) edit the SQ, 2) download the SQ as a CSV file, or 3) upload the SQ as a CSV file. This new feature will make it much easier for users to make modifications to their Survey Queue when they have many instruments and/or events that they wish to utilize in the SQ.

IMPROVEMENT: Form Display Logic Import/Export - Users can now export and import their Form Display Logic settings via a CSV file in the Online Designer. After clicking the “Form Display Logic” button on the page, it will reveal a drop-down list of options to 1) edit the FDL, 2) download the FDL as a CSV file, or 3) upload the FDL as a CSV file. This new feature will make it much easier for users to make modifications to their Form Display Logic when they have many instruments and/or events that they wish to utilize in the FDL.

IMPROVEMENT: The "Help & FAQ" page has been updated with new content (thanks to the FAQ Committee).

IMPROVEMENT: When using Multi-Language Management, it is now possible to preset the language of a survey by supplying the URL parameter "__lang", which must be set to a valid (active) language id (and is case-sensitive). When used, this will override both a survey respondent's previous choice (stored in a browser cookie) as well as the language preference field. The @LANGUAGE-FORCE action tag will still take precedence, though.

Version 13.10.6 (released on 2023-10-26) - (installed 10/27/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

Version 13.10.5 (released on 2023-10-19) - (installed 10/20/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When using the Field Bank in the Online Designer to search specifically within the NIH CDE Repository, a new checkbox option exists in the search utility called "Search NIH-Endorsed CDEs". If this search option is checked, REDCap will search only for fields that are "NIH-Endorsed" in the NIH CDE Repository. NIH-Endorsed CDEs have been reviewed and approved by an expert panel, and meet established criteria.

Version 13.10.4 (released on 2023-10-11) - (installed 10/12/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When adding/editing a Descriptive Text field in the Online Designer, the text in the "Optional file attachment, image, audio, or video" section of the popup has been modified to instruct the user that the "Embed an external video" feature can be used for more than just videos but for websites and surveys too (i.e., the "Magic Box" feature, as some call it). The text has been changed to "Optional media to embed or attach:" and "Embed media (video, website, survey, etc.)", respectively. Other relevant text in the popup has also been modified to refer to "media" more generically rather than "video".

Version 13.10.3 (released on 2023-10-05) - (installed 10/09/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When setting up recurring Alerts & Notifications, users can now set the repeating interval value as a number with a decimal (in previous versions, the value could only be an integer). This will allow users to approximate the interval of a monthly recurring alert as 30.44 days since it is currently not possible for recurring alerts to be scheduled on exactly the same day and time each month. To help users, a note has been added in the repeating survey section of the alert setup dialog to inform them how to approximate a month as 30.44 days+

CHANGE: In Multi-Language Management, the "Default" language term has been renamed to "Base Language" on the MLM setup page and in various documentation for improved clarity regarding the purpose and function of the Base Language in MLM.

CHANGE: When using MyCap in a project, the instructional text in the individual “Invite Participant” popup has been modified slightly to cater better to whether the project has been transitioned to use the new MyCap mobile app or not.

Version 13.10.2 (released on 2023-09-28) - (installed 10/24/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

Version 13.10.1 (released on 2023-09-22) - (installed 09/25/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: The MyCap Help document has been updated, and a new Transition Guide has been added to help inform users regarding the process of transitioning to the new MyCap mobile app from MyCap Classic (the guide is linked in the popup that notifies users about transitioning). Additionally, a new PDF displaying a list of all MyCap app features has been linked in several places where MyCap documentation is located, in which the PDF compares the features of the new MyCap app with the previous MyCap Classic app.

Version 13.10.0 (released on 2023-09-08) - (installed 09/18/2023)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: Longitudinal functionality for MyCap-enabled projects - TIn previous versions, longitudinal projects could not utilize MyCap (the feature would be disabled automatically). Now with the release of the new MyCap mobile apps on Android and iOS, longitudinal functionality is possible and is supported in the new MyCap mobile app. For any projects currently using MyCap, there will be a “transition” button on the MyCap Participants page that will allow the users to transition the project and any existing participants to use the new MyCap mobile app (note: this transition process is completely optional and not required unless wanting to use longitudinal functionality and other new MyCap features). The older MyCap mobile apps will still be available and updated in the Apple App Store and Google Play Store for the time being.

IMPROVEMENT: Enhancements to the Codebook page - For longitudinal projects, a table of all events names is displayed near the top of the page. If events and/or missing data codes exist, the table of them may be included in or excluded from the page printout via a checkbox at the top right corner of their table. Also, in the printout of the page, the time and project title are now displayed.

Version 13.9.3 (released on 2023-08-31) - (installed 08/31/2023)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: @MC-PARTICIPANT-CODE -  This action tag is a MyCap annotation that can be used with Text fields. When using this action tag on a field, the field will capture the MyCap participant’s participant code whenever they join a project via the MyCap mobile app. NOTE: This is used only for the MyCap mobile app. The field’s value is not generated when viewing the data entry form but only when the MyCap app is making a call to REDCap when the participant joins the project. Additionally, while this action tag can be added to a new field in already-existing MyCap projects, a field with this action tag will be auto-added to any projects where MyCap is enabled in the project after the fact and for any new projects created using the MyCap project template.

IMPROVEMENT: When viewing the Survey Access Code dialog on the Public Survey Link page, users may now click a button to copy the QR code to their clipboard. Additionally, users may now click the QR code to download it or click a link below the QR code to download it in the higher resolution SVG format, if desired.

Version 13.9.2 (released on 2023-08-25) - (installed 08/25/2023)

IMPROVEMENT/CHANGES & BUG FIXES:

IMPROVEMENT: When executing Data Quality rules, the Logging page now lists the specific DQ rule by name that was executed in the logged event, whereas previous versions merely stated "Execute data quality rule(s)" generically in the Logging.

IMPROVEMENT: If a longitudinal project contains one or more records, and a user moves a field to a different instrument via the Online Designer, a warning will be displayed saying that moving fields to other instruments might potentially cause the orphaning of data, in which it tells the user to double-check their instrument-event mappings to ensure that no orphaning/data loss has occurred. And if it has, it tells the user that they can move the field back to its original instrument to restore any orphaned data.

Version 13.9.1 (released on 2023-08-18) - (installed 08/18/2023)

BUG FIXES:

Version 13.9.0 (released on 2023-08-17) - (installed 08/18/2023)

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES:

NEW FEATURE: New text string functions

  • replace_text (haystack, search, replace) - Replaces parts of a text value with a specified replacement text value - Finds text ("search") inside another text ("haystack") and replaces all found occurrences with the given text ("replace"). For example, assuming [field1] has a value of "Paul Taylor, Rob Taylor", replace_text([field1], "Taylor", "Harris") would result in "Paul Harris, Rob Harris". Note: This function performs a case-sensitive replacement. Additionally, you can search for line breaks (e.g. in Notes fields) with "\n".
  • concat_ws (separator, text, text, ...) - Joins the text from multiple text strings with a separator - This works exactly like concat but inserts the separator in between each concatenated item. For example, concat_ws(" and ", [veggie1], [veggie2], "Tomatoes") might result in "Peas and Carrots and Tomatoes".

NEW FEATURE: New math functions

  • mod (dividend,divisor) - Modulo - Returns the remainder of the (integer) division (modulo) dividend/divisor. Both values must be integers. E.g. mod(10,4) will result in 2 because 2 is the remainder of 10 divided by 4.
  • exponential (number) - Exponential of e - Returns "e" (Euler's Number) raised to the power of a number: e^x. Note: The value of the exponent x must be a number. E.g. exponential(1) will return 2.718281828459045.

IMPROVEMENT: The full file name of a file uploaded to a File Upload field will be displayed when a user hovers over the file download link. This is helpful when the file name is very long and is thus not displayed in full on the page.

IMPROVEMENT: When using Multi-Language Management and exporting CSV files of the MLM translations, a byte-order mark (BOM) is now added to all CSV files to allow them to be opened successfully in Excel.

Version 13.8.5 (released on 2023-08-03) - (installed 08/03/2023)

NEW FEATURES, IMPROVEMENT/CHANGES & BUG FIXES;

NEW FEATURE: NEW FEATURE: New action tag: @MC-PARTICIPANT-JOINDATE -  This action tag is a MyCap annotation that can be used with Text fields with date/time validation. When using this action tag on a field, the field will capture the install date/time of the MyCap participant whenever the participant joins a project via the MyCap mobile app. NOTE: This is used only for the MyCap mobile app. The field’s value is not generated when viewing the data entry form but only when the MyCap app is making a call to REDCap when the participant joins the project. Additionally, while this action tag can be added to a new field in already-existing MyCap projects, a field with this action tag will be auto-added to any projects where MyCap is enabled in the project after the fact and for any new projects created using the MyCap project template.

IMPROVEMENT: The Data Import Tool page now provides options in Step 1 to download the Data Import Template with alternative delimiters, such as tabs and semicolons. Change/improvement: The favicon was updated to a higher resolution image.

IMPROVEMENT: The Send-It page now checks the filesize of the file before the user attempts to upload it in order to ensure the file is not larger than the max allowed size. In previous versions, its filesize would only be checked after it had been uploaded.

Version 13.8.4 (released on 2023-07-28) - (installed 07/28/2023)

BUG FIXES:

Version 13.8.3 (released on 2023-07-21) - (installed 07/24/2023)

BUG FIXES:

Version 13.8.2 (released on 2023-07-14) - (installed 07/17/2023)

BUG FIXES:

Version 13.8.1 (released on 2023-07-07) - (installed 07/07/2023)

BUG FIXES:

Version 13.8.0 (released on 2023-07-07) - (installed 07/07/2023)

NEW FEATURES & BUG FIXES;

NEW FEATURE:

  • In the Data Import Tool, users may now alternatively import data using an asynchronous background process (as opposed to the existing real-time process). The background process is better for large data files. The background process will email the user after the data file has been fully imported, and the email will note any errors that may have occurred during the import process.
  • During the background data import process, which is performed by several simultaneous cron jobs, each record will be imported one at a time. If there is any error with a record being imported, none of that individual record’s data will be imported, after which the user will be able to view all the errors with the option to re-download the records/data that failed to import, thus allowing the user to fix the data and attempt to import it again.
  • Note: The background data import works with the “Reason for Change” project-level feature, which requires a reason for any changes made to an existing record.
  • The feature is currently only available in the user interface (not in the API), but it may be available for the API in the future.
  • If the background data import has begun, the user who initiated the import (or an administrator) can cancel the import process at any time. However, any data that was imported by the import process prior to it being canceled will not be undone after it is canceled. All changes made by the process up until cancellation are permanent.

Version 13.7.2 (released on 2023-07-07) - (installed 06/23/2023)

BUG FIXES: