New Features

• Action Tags

  • @DOWNLOAD-COUNT
    • Automatically count the number of downloads for a File Upload field or a Descriptive field attachment. 
  • @MAXCHOICE-SURVEY-COMPLETE
    • Disable one or more specified choices for a checkbox, radio button, or drop-down field after a specified amount of records have been saved with that choice for completed survey responses only.

• Additional Customization: Prevent branching logic from hiding fields that have values

  • Change default behavior of branching logic, which erases the value entered in a field that should be hidden by branching logic, to prevent data from being erased from fields that are hidden by branching logic.
    • Fields that have values will not be hidden by the branching logic.
    • When a field that should be hidden by branching logic is made visible because it has a value, an icon will be displayed on the field to indicate this to the user.
    • The name of corresponding Data Quality rule F changes when this setting is enabled from “Hidden fields that contain values” to “Fields that contain values that should be hidden”.
  • Project builder can enable via Project Setup tab > Additional Customizations.
  • Applies to both data entry forms and survey

• Smart Variables

  • [event-id]
    • Event id number for current event (longitudinal projects).
  • [survey-access-code:instrument]
    • Survey Access Code for specified survey for a given record/event/instance.
    • The format must be [survey-access-code] or [survey-access-code:instrument], in which 'instrument' is the unique form name of the specified instrument.
    • [survey-access-code] can be included in a survey invitation, and the 'instrument' is assumed to be the current survey instrument that corresponds to the invitation.
  • [survey-return-code:instrument]
    • Survey Return Code for specified survey for a given record/event/instance in order to allow a participant to return to a completed or partially completed survey response when using the 'Save & Return Later' survey feature.
    • The format must be [survey-return-code] or [survey-return-code:instrument], in which 'instrument' is the unique form name of the desired instrument. 
    • [survey-return-code] can be included in a survey invitation, and the 'instrument' is assumed to be the current survey instrument that corresponds to the invitation.
  • [user-role-id]
    • Role ID of the user role to which the current user is assigned (blank if not assigned to any user role).
    • The ID is auto-generated for each user role and unique to the project. 
  • [user-role-name]
    • Unique role name of the user role to which the current user is assigned (blank if not assigned to any user role).
    • This role name is auto-generated for each user role and unique to the project. 
  • [user-role-label] -
    • The name/label of the user role to which the current user is assigned (blank if not assigned to any user role).
    • This value is defined by the user that creates the user role.

• Tableau Data Export (API)

  • Export all records into Tableau via the REDCap API.
  • Connect Tableau to a REDCap project using an API token.
  • Project data can be exported on demand and be available for use within Tableau to produce summaries and visualizations.
  • API token required to use this feature.

• Video Tutorials

  • Project Dashboards and Smart Charts/Functions/Tables videos available on the Training Video page, Project Dashboards page, and Smart Variable popup documentation.

Changes & Improvements

• Data Entry/Data Entry Forms

  • New PDF Download Option
    • "This data entry form with saved data (send to printer: select "Save as PDF" for Printer/Destination)" option renders an improved browser-based print option to print/save the webpage as a PDF compared to the existing server-side PDF rendering options.

• Online Designer

  • Survey Settings included downloadable instrument zip file.

• Piping

  •  Add ":ampm" parameter when piping data or datetime validated field (e.g., [visit_time:ampm]) to display the time in am/pm format (e.g., 4:45pm, 10:35am) instead of military time.

• Reports

  • HTML 
    • URL or email address entered in a text or notes field will be converted into clickable link and mailto link when viewing the data in a report.
    • HTML tags will be rendered as HTML when viewing a report.
  • Live Filters included in Reports A and B 
    • Filter on: 1) the record ID field, 2) a list of all events (if the project is longitudinal), and 3) a list of all Data Access Groups (if the project contains DAGs and the current user is not assigned to a DAG).
  • Logging Improvements
    • More detailed logging descriptions on the Logging page, such as mentioning the report name and report ID.
  • Report Options for Creating New Report of Editing Existing Report
    • Display options for column headers can be customized to be field label, variable name, or both (default view).
    • Display options for multiple choice fields can be customized to be the field label, raw data value, or both (default view).
    • Exclude redcap_repeat_instrument and redcap_repeat_instance columns for projects that have have repeating instruments and/or repeating events.

• Survey Invitations

  • REDCap no longer automatically adds links to invitations for projects using Twilio, invitations configured to send the "Use participant's preference".