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REDCap 15.0.9 Release Notes

Scheduled Upgrade Date: Wednesday, February 19, 4:45 PM – 7:00 PM (ET)

The REDCap 15.0.9 upgrade introduces new features, API enhancements, performance improvements, and eConsent 2.0. Below is a comprehensive list of changes in this release.

1. Artificial Intelligence (AI) Services. (NOT Yet Available in our Instance) 

Overview:

• REDCap can now integrate with an Azure OpenAI instance of ChatGPT to enhance text-based tasks.
• Private Endpoint Model: The AI is hosted on your institution’s Azure environment, ensuring security.
• Financial Considerations: Usage is billed to your institution’s Azure account.
• Project-Level Overrides: You can globally disable or configure AI, or override the config on a per-project basis.

Key AI Features

1. Writing Tools in the Rich Text Editor:
   • A magic wand icon appears in the editor toolbar.
   • Allows you to refine text (tone, length, reading difficulty, etc.).
2. Summarize Text in Reports:
   • Next to free-form text fields, a “Summarize” button can generate an AI-based summary.
3. Auto-Translate in MLM:
   • A button appears on the MLM page to automatically translate any untranslated text (if the institution has AI configured).

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2. Enhanced e-Consent Framework & PDF Snapshot Functionality

New "Settings for e-Consent & PDF Snapshots" Page:

• Consolidates all e-Consent and PDF Snapshot options in one place (linked from Online Designer).

Key eConsent 2.0 Features:

1. Multi-Form Consents:
   • Combine multiple instruments or signatures into a single PDF.
2. Logic-Based PDF Snapshot Triggers:
   • Automatically generate snapshots when a specified condition is met (e.g., data import, saving a form, etc.).
3. Re-Triggering Snapshots:
   • Users with proper privileges can manually re-run snapshot triggers via a “Trigger Snapshots” link.
4. Vault Storage Integration:
   • If your institution uses the external e-Consent Vault, e-Consent PDFs can automatically be stored externally.
5. Customizable File Names & Headers/Footers:
   • Use piped text, timestamps, or custom text in PDF file names or in PDF headers/footers.
6. Improved Audit Trails:
   • Consent completions & PDF generations are now more thoroughly logged.

Benefits:

• Streamlined Consent Process: Enhances both participant and researcher workflows.
• Compliance & Security: Satisfies regulatory requirements (ICH, FDA) with version control and robust tracking.

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3. Longitudinal Functionality for MyCap-Enabled Projects

• In prior versions, MyCap was disabled for longitudinal projects.
• Now supports multiple arms/events in MyCap:
  • If you have an existing MyCap project, a "transition" button on the MyCap Participants page allows migration to the new MyCap apps.
  • The older MyCap Classic apps remain available but do not support advanced (longitudinal) features.

Additional MyCap Enhancements

• New MyCap Action Tags:
  • @MC-PARTICIPANT-CODE: Captures participant’s unique MyCap code.
  • @MC-PARTICIPANT-JOINDATE: Captures date/time a participant installs MyCap for the project (requires date/time validation).

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4. New Built-In PDF Viewer

• Addresses the long-standing gap where iOS/Android devices could only display the first PDF page inline.
• Automatic Fallback: If the device lacks a native PDF viewer, REDCap uses its built-in viewer. Otherwise, it uses the device's native viewer.
• Inline PDF on e-Consent: Previously displayed “This browser does not support inline PDFs” for certain devices. Now it’s always displayed inline.

Applies to:

• Descriptive fields
• File Upload fields using the @INLINE action tag
• e-Consent certification pages

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5. Background Data Import (Large Files)

• Asynchronous Data Import: Large files can be uploaded without freezing the user interface.
• One Record at a Time: If any record fails validation, that record’s data is skipped, preserving data integrity.
• Error Handling & Retry: On import completion, errors are summarized. You can download a list of failed records, fix them, and re-import.
• Email Notification: REDCap emails the uploader once the import finishes.
• Cancellation: Ongoing imports can be canceled, though any data already imported remains.
• Currently UI-Only: Future updates may offer an API-based background import method.

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6. Multi-Language Management (MLM) Overhaul

• New Workflow for Adding Languages:
  • Projects can “subscribe” to system-wide languages, so changes made centrally appear in subscribed projects.
  • Admins can restrict how new languages are initialized: from system languages, from language files, or from scratch.
• Redesigned Editing & Updating:
  • “Edit Language” (rename, notes) is separate from “Update Language” (sync or import translations).
• Auto-Translation with AI (if AI is configured):
  • A single button can rapidly fill in untranslated text.
• ASI Language Source Default: Now defaults to “Language Preference Field” instead of “User’s or survey respondent’s active language.”

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7. Additional redcap_data Tables (Horizontal Scaling)

• Four Data Tables: redcap_data, redcap_data2, redcap_data3, redcap_data4 for storing project data, assigned automatically.
• Only Affects New Projects: Existing projects stay in redcap_data.
• Dynamic SQL Fields: Use the new [data-table] Smart Variable instead of hard-coding a table name.
• Move Project Data Page:
  • Admins can relocate an existing project’s data to a different table if performance issues arise.
  • The process is transactional—rolls back if an error is detected.

Developer Method: REDCap::getDataTable($pid) to retrieve the correct data table name for a given project.

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8. Bulk Record Delete

• Two Deletion Modes:
  1. Entire Records (requires “Delete Records” privilege).
  2. Partial Data (by instrument) across multiple records (requires “Delete Records” + instrument “View & Edit”).
• Access Points:
  • Other Functionality page.
  • Record Status Dashboard → Multi-Record Actions dropdown.
• GDPR & Reason for Change Options:
  • If your project has “Delete a record’s logging activity…” or “Require reason for change” enabled, relevant prompts appear.
• System Setting: Bulk Record Delete can be disabled in the Control Center if needed.
• Data Deletion Limitations: E.g., locked forms, completed e-Consent, or disabled editing for survey data.

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9. New "Test Run" Option for Re-evaluating Alerts & ASIs

• Dry Run: Simulate scheduling/sending of alerts/invitations without actually committing changes.
• Confidence: Users see exactly how many records would be affected before performing a real re-evaluation.
• CSV Download: Option to download a list of all records impacted, whether test or real run.

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10. Rapid Retrieval Caching

• Page-Level Caching: Known slow pages—Reports, Record Status Dashboard, etc.—can load from a cache for speed.
• Transparently Enabled: A note “Page speed was boosted using Rapid Retrieval” is displayed if a cached result is used.
• Clearing/Disabling:
  • Project-level: “Clear all record & page caches” in Other Functionality.
  • System-level: The Admin can disable or configure it in the Control Center.
• File-Based vs. Database Storage: By default, it stores cached files on the server, but can optionally store them in the DB.

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11. New Read Replica Server Feature

• If your REDCap server experiences routine slowness:
  • You can configure a secondary read-only database server.
  • Read operations (reports, logging exports, record dashboards) will use the replica, reducing load on the primary.
• Minimal Setup: The hardest part is spinning up a properly replicating MySQL/MariaDB server.
• Recommended for: Larger institutions or those with heavy usage.

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12. Randomization Enhancements

Multiple Models & Blinded Allocation

• You can define more than one randomization model in a single project.
• Blinded or Open randomization options:
  • Blinded uses a text field to store the randomization number.
  • Open uses a multiple-choice field (radio, dropdown).

New Smart Variables: [rand-number], [rand-time], [rand-utc-time]

• Accept :value to return a raw datetime string.
• :n if multiple randomization models exist.

API & Hook Enhancements

• "Randomize Record" API method.
• Hook: redcap_module_randomize_record to run custom code prior to randomization.

Real-Time Trigger Logic

• Automated randomization upon saving a form if the logic condition is met.

Admin Options (rare/unexpected cases)

• Manually randomize a record, un-randomize, or remove/alter existing allocations.

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13. Other Notable Features & Improvements

1. Descriptive Popups:

   • A new way to display small pop-up text boxes on hover, integrated from the “Inline Descriptive Popup” External Module.
   • Configurable for all instruments or per instrument/page.

2. Draft Preview Mode:

   • Preview forms with drafted changes as if live, storing ephemeral data in your session. No data is saved to the project.
   • Limitations: No record creation, data changes are transient, etc.

3. AI Writing Tools (Reiterated):

   • Summarize or refine text within the Rich Text Editor.

4. Security & Cookie Policy Updates:

   • “SameSite=Strict” default for cookies, improved 2FA OTP encryption.
   • Newly added “cookie policy” link in the REDCap footer.

5. Mobile Toolbox (MTB) MyCap Measures:

   • Additional cognitive/behavior tasks for MyCap.

6. Additional UI & Accessibility:

   • Color contrast improvements.
   • Control Center and Home Page reworks with more clarity.

7. Multiple Shibboleth / SSO IdPs:

   • Institutions can define multiple identity providers for Shibboleth auth.

8. Improved Database Query Tool:

   • “Smart Variables Context” can be used in queries.
   • Admin can open the DQT from specific pages with the project’s context pre-filled.

9. Enhanced External Module Framework:

   • More robust scanning for security & composer conflicts.
   • Support for local twig templates.

API Enhancements & Connection Stability Updates

Expanded Read Replica Usage for API Exports(Prevents API Timeouts & Connection Drops)

• All API export methods now use the Read Replica database if enabled.

• Faster API response times and reduced primary database load.

Rapid Retrieval Caching for API Exports(Speeds Up Large Data Retrievals)

• API calls for Export Records and Export Reports now reuse cached results.

• Prevents excessive query execution times, reducing API timeouts.

New Background Process for Terminating Stale Queries(Prevents API Session Failures)

• A cron job now runs every few minutes to identify and terminate abandoned queries left running by API users.

• Prevents stuck API sessions that could interfere with new requests.

New "Randomize Record" API Method

• Allows API users to randomize records programmatically.

• Requires parameters: content="record", action="randomize", record=Record Name, randomization_id=Target Field/Event ID.

• Returns: Assigned randomization value or error message.

CDIS API Enhancements(FHIR Validation & New Endpoints)

• FHIR resource validation ensures only supported resources can be retrieved via API.

• New FHIR endpoints: Appointments, Procedures, Medical History, Diagnoses, Device Implants.

Future API Support for Background Data Import(Planned Enhancement)

• Currently, background data import is UI-only.

• Future API updates may allow for asynchronous data imports without API timeouts.

Performance & Usability Enhancements

✔ New Background Process for Pruning Stale Database Queries(Prevents Zombie Sessions)
✔ Survey QR Code Enhancements: Copy, download, and high-resolution SVG support.
✔ File Upload Enhancements: Full file name visibility when hovering over the download link.
✔ Data Import Tool: Now allows tab and semicolon-delimited templates.
✔ Rich Text Editor Upgraded(Now Uses TinyMCE v6).
✔ Updated Help & FAQ Page(Expanded with new documentation from the FAQ Committee).
✔ UI Fixes for Bootstrap 5 Compatibility(Improves system-wide consistency).

New Action Tags

✔ @MC-PARTICIPANT-CODE – Captures the MyCap participant's unique ID when joining via MyCap mobile app.
✔ @MC-PARTICIPANT-JOINDATE – Captures the exact date and time a MyCap participant joins a project.
✔ @SHOWCHOICE – Restricts multiple-choice fields to only display specified choices dynamically.

New Math & Text Functions

✔ Math Functions: mod(dividend, divisor), exponential(number).
✔ String Functions: replace_text(haystack, search, replace), concat_ws(separator, text, text, ...).
✔ New Date Piping Functions: year([dob]), month([visit_datetime]), day([visit_date]).

Dear REDCap Users,

Please note that on Thursday, September 29th REDCap will be down after normal business hours from 6:00 pm to 7:00 pm EST for planned maintenance and an upgrade to 12.4.7. The upgrade will bring more functionality and system improvement to REDCap.

A changelog and summary of new features can be found here: 

https://confluence.research.cchmc.org/pages/viewpage.action?pageId=59703455

Thank you in advance for your patience.

Maxx M Somers, MA

Cincinnati Children’s Hospital Medical Center

Information Services For Research (IS4R)

Senior Project Manager, IS

REDCap Program Manager

Maxx.Somers@cchmc.org

859-866-0653

NEW FEATURES, IMPROVEMENTS/CHANGES & BUG FIXES;

NEW FEATURE: Calendar Sync

• Users may sync their REDCap project calendar or perform a one-time import of their project calendar events to external calendar applications such as Google Calendar, Outlook, Office 365, Zoho, Apple Calendar, or any application that supports iCal or ICS files. They may choose one of the two options below to sync or import their project calendar events to an external calendar application.
  1. Live calendar feed: Add calendar from URL/Internet - A unique web address will be displayed in a dialog on the Calendar page, in which the URL represents a real-time live feed of the REDCap project calendar. Users may copy the URL to paste it as the calendar URL in their calendar application using the option "Add calendar from URL/Internet". This will subscribe their external application to the REDCap project calendar. Privacy Note: This calendar feed URL on the Calendar page is unique to the user in the project. So if the user gets expired, removed from the project, or deleted from the system, their unique calendar feed will go blank and will not output anything anymore (for privacy purposes).
  2. One-time import: Download ICS file - Download and open the calendar ICS file below to import REDCap calendar events manually into the calendar application on your computer, or upload the file to a web-based calendar service. Notice: This is not a live feed but a one-time import. Thus, any new events added to the REDCap calendar in the future will not be automatically added to the external calendar application.
• Feed-syncing Notice: Different calendar applications have different refresh rates. So if new events are added to the calendar in REDCap, they may not immediately appear in the external application that is consuming the feed but will appear after the next refresh interval, which might be some time later that day or the next day (depending on the calendar application). Additionally, the calendar feed represents a one-way feed. This means that while changes made to the calendar in REDCap will automatically show up in the external calendar application, users will not be able to modify them in the external calendar application because they will be read-only.
• Privacy Note: When viewing events from the Calendar page’s feed or downloadable ICS file, any data from Identifier fields will be automatically removed from the feed/file (e.g., if identifier fields are included in the Custom Record Label or Secondary Unique Field, or if the record name is an identifier), in which their data will be replaced with the text “**DATA REMOVED**”.
• New calendar-specific Smart Variables
  1. [calendar-url] - The web address (URL) of the calendar feed or downloadable ICS calendar file belonging to the current record.
  2. [calendar-link:Custom Text] - The HTML web link that, when clicked, will navigate to the calendar feed or downloadable ICS calendar file belonging to the current record. 'Custom Text' is an optional parameter whereby you can specify the visible link text, and if it is not provided, it defaults to simply displaying the URL as the link text.

NEW FEATURE: SendGrid Dynamic Templates for Alerts & Notifications

• SendGrid Dynamic Templates give users significantly more control over the style and design of emails when compared to the standard email alert type. Enabling this feature on the Project Setup page will give users another alert type to choose from on the Alerts & Notifications page called “SendGrid Template”. Thus, similar to Twilio, this feature is a project-level feature that users may enable on individual projects (or users can have administrators enable it for them).
• SETUP & CONFIGURATION: This integration requires that you have an account setup on sendgrid.com. After creating a SendGrid account, you'll need to configure senders for the account, create the dynamic templates you wish to use for REDCap alerts, and generate an API Key with appropriate permissions for REDCap to use. When configuring senders on your SendGrid account, you may specify individual senders, authenticate an entire domain so that any email address associated with that domain may be a sender, or both. Please refer to SendGrid's documentation on how to set up Domain Authentication and how to add individual Verified Senders. To create a dynamic template in your SendGrid account, login to your SendGrid account and use the sidebar to navigate to Email API→Dynamic Templates. Here you can create a dynamic template, give it a name, and associate an email design with it. Please reference SendGrid's documentation on Dynamic Templates and Handlebars to learn more about creating templates in your SendGrid account. Lastly, to create an API Key for REDCap, login to your SendGrid account and use the sidebar to navigate to Settings→API Keys. Here you can create a new API Key and specify its permissions. It is recommended that you create a Restricted Access API Key and only give the API Key the permissions REDCap needs to function. REDCap will need Full Access to Mail Send, Read Access to Sender Authentication, and Read Access to Template Engine. Once you have your API Key, you may use it to configure SendGrid Template email services for alerts & notifications through the REDCap Project Setup page.
• ALERTS & NOTIFICATIONS: The SendGrid Template alert type will allow you to specify a sender email address that's in your SendGrid account's list of Verified Senders or an email address that matches an Authenticated Domain associated with your SendGrid account. You'll also have an interface to choose which of your SendGrid account's dynamic templates you'd like to use for the alert as well as an interface to specify key/value pairs that will be used to populate your template with REDCap data. Lastly, choosing recipients for SendGrid alerts works the same way as choosing recipients for email alerts.
• COST: As REDCap makes API calls to SendGrid's Email API using your account's API Key, your SendGrid account will keep track of REDCap's usage and your SendGrid account will be charged accordingly. This is not done by REDCap but is done internally by SendGrid as you use its services. In this way, no monetary transactions are made by REDCap, and thus it is your responsibility to maintain the funds in your SendGrid account in order to ensure that the service continues to work for your REDCap project. If your SendGrid account runs out of funds, the SendGrid services in REDCap will cease to function. You may reference SendGrid's pricing page to get their latest pricing.

Survey Functionality Improvements

NEW FEATURE: Integration of many features from the “Survey UI Tweaks” External Module. The Survey UI Tweaks EM will not be disabled for any projects

IMPROVEMENT: If custom question numbering is used on a survey page in which no questions have a custom question number defined, the extra space n the left of the questions will be removed to give the questions more room for display on the page.

IMPROVEMENT: On the Survey Settings page, the setting “For Required fields, display the red 'must provide value' text on the survey page?” now has a new option: "Display only the red asterisk". This provides an additional option rather than having to choose between the binary options to hide or not hide the text.

IMPROVEMENT: When taking a survey while on a mobile device, the survey page will auto-scroll whenever selecting a value for a drop-down or radio button field to help the participant scroll down the page more easily.

IMPROVEMENT: New survey setting allows users to set a custom width of the survey displayed on the page between 50% and 100%. The default value for the setting is “Fixed width (default)”.

IMPROVEMENT: New survey setting allows users to display or hide the font resize icons at the top of the survey page. By default, it is set to display the font resize options.

IMPROVEMENT: New survey setting allows users to show or hide the Submit buttons displayed at the bottom of every survey page (including the 'Next Page' and 'Previous Page' buttons).

IMPROVEMENT: New survey setting allows users to provide alternative text for the 'Submit', 'Next Page', and 'Previous Page' buttons displayed at the bottom of every survey page.

CHANGE: The textbox for date, time, and datetime fields are no longer displayed with full width on data entry forms or survey pages where the whole page is disabled (e.g., when locked, when initially viewing a survey response) but instead are now displayed at their typical width.

NEW FEATURE: Instrument-level Data Export Rights -

• Users may specify instrument-level privileges regarding a user's data export capabilities on the User Rights page in a project. A user may be given "No Access", "De-Identified", "Remove All Identifier Fields", or "Full Data Set" data export rights for EACH data collection instrument. This improvement will make it much easier to match a user's Data Exports Rights with their Data Viewing Rights, if you wish, and will give users more granular control regarding what data a user can export from your project.
• Note: Whatever a user’s data export right was in the previous version, that export right will be subsequently extrapolated to all instruments after upgrading. Thus, their export privileges will behave exactly the same as before.
• Improvement: The table displayed on the User Rights page that lists all users’ privileges now includes an instrument count for each category for both Data Viewing Rights and Data Export Rights - e.g., “3 No access, 2 Full Data Set”. This helps provide summary information regarding the user’s instrument-level rights.
• Improvement: When adding/editing a user’s or user role’s privileges in the popup on the User Rights page, as a convenience, users may click the table headers for each Data Export Rights setting or Data Viewing Rights setting to set that setting for all instruments in the project (i.e., as a “check all checkboxes”).
• Note: When adding a new data collection instrument to a project, if the project is in development status, all users will automatically receive "Full Data Set" data export rights for that new instrument. Whereas if the project is in production, all users will automatically receive "No Access" data export rights for the new instrument. This behavior matches how instrument-level rights currently work for Data Viewing Rights when adding a new instrument.
• Change: When importing or exporting users and/or user roles (whether as a CSV file on the User Rights page or via the API), the new instrument-level data export rights are represented as a new column named “forms_export” and are formatted exactly how instrument-level Data Viewing Rights (“forms”) are currently formatted in comma-delimited fashion - e.g., “demographics:1,baseline_data:2,prescreening:3”. In this format, the following represents each data export rights level: 0=No Access, 2=De-Identified, 3=Remove Identifier Fields, 1=Full Data Set.

NEW FEATURE: Survey Start Time and related Smart Variables -

• REDCap now collects when participants begin a survey (i.e., the initial time the survey page is opened). Going forward, any responses collected (partial or completed) will have their start time displayed at the top of the data entry form when viewing the response. NOTE: If the start time is a blank value, it implies that the response began while on an earlier version of REDCap when start times were not yet collected.
• New Smart Variables for Survey Start Date/Time: Users can access the start time via piping by using the new Smart Variables [survey-time-started:instrument] and [survey-date-started:instrument], which can be used inside the @DEFAULT or @CALCTEXT action tags, among other places. If users wish to have them return the raw value, which will be in 'YYYY-MM-DD HH:MM:SS' format and would be more appropriate for conditional logic or calculated fields, simply append ':value' after the unique instrument name - e.g., [survey-date-started:instrument:value].
• New Smart Variables for Survey Duration: Users can obtain the total amount of time that has elapsed since the survey was started (in seconds, minutes, etc.) by using [survey-duration:instrument:units] and [survey-duration-completed:instrument:units]. The Smart Variable [survey-duration] represents the difference between the survey's start time and either its 1) completion time (if completed) or 2) the current time (if not completed), whereas [survey-duration-completed] represents the difference between the survey's start time and completion time, in which a blank value will be returned if the survey has not been completed. Options for 'units': 'y' (years, 1 year = 365.2425 days), 'M' (months, 1 month = 30.44 days), 'd' (days), 'h' (hours), 'm' (minutes), 's' (seconds).

NEW FEATURE: Conditional logic for Survey Auto-Continue - When enabling Survey Auto-Continue on the Survey Settings page for a survey, users may now optionally specify conditional logic to determine whether or not the auto-continue should be applied. As such, REDCap will auto-continue to the next survey *only* if the conditional logic is TRUE or if the logic textbox has been left blank. This new option can be used as a simpler alternative to the Survey Queue, which can require more complex instrument-event level configurations for longitudinal projects.

NEW FEATURE: Dynamic min/max range limits for fields - Instead of using exact values as the minimum or maximum range of Textbox fields (e.g., "2021-12-07"), you may now also use "today" and "now" as the min or max so that the current date or time is always used. These can be used to prevent a date/time field from having a value in the past or in the future. Additionally, you can now pipe a value from another field into the field's min or max range setting - e.g., [visit_date] or [event_1_arm_1][age]. This can help ensure that a Textbox field (whether a date, time, or number) has a larger or smaller value than another field, regardless of whether the field is on the same instrument or not.

NEW ACTION TAG: @FORCE-MINMAX - The action tag @FORCE-MINMAX can be used on Textbox fields that have a min or max validation range defined so that no one will not be able to enter a value into the field unless it is within the field's specified validation range. This is different from the default behavior in which out-of-range values are permissible. Note: @FORCE-MINMAX is also enforced for data imports to ensure the value is always within the specified range.

NEW field validation: "Time (HH:MM:SS)" - This new time-based field validation (unique name "time_hh_mm_ss") will be added automatically and enabled by default during the upgrade process. This validation forces users/participants to enter a time value that contains the hour, minute, and second components. It also includes the usage of the "Now" button and the timepicker popup widget, both of which are displayed next to the field on the survey page or data entry form. Note: Fields with this field validation can be utilized inside the datediff() function. (Thanks to the Field Validation Committee for this addition.)

NEW FEATURE: Smart Variable: [event-number] - The current event's ordinal number as listed on the Define My Events page that denotes the order of the event within a given arm.

IMPROVEMENT:  The Define My Events page now displays a new column to display each event's Event ID number. Also, the Smart Variable corresponding to each column in the table on the Define My Events page (e.g., [event-number], [event-label) are displayed in small gray text below the header text in the table to help users more easily learn where the values of those Smart Variables originate.

NEW FEATURE: Multi-Language Management

• Summary: Users can create and configure multiple display languages for their projects for surveys, data entry forms, alerts, survey invitations, etc. Users can design data collection instruments and have them be displayed in any language that they have defined and translated so that their survey participants or data entry persons can view the text in their preferred language. This eliminates the need to create multiple instruments or projects to handle multiple languages. NOTE: The MLM feature will not auto-translate text, but provides tools so that users may easily translate them themselves.
• Usage: When entering data on a data entry form or survey, users and participants will be able to choose their language from a drop-down list or buttons on the page to easily switch to their preferred language for the text displayed on the page. This feature allows users to translate all text related to the data entry process, both for surveys and for data entry forms. Even various survey settings and email text can be translated. For users on data entry forms, if a language is selected, that selection is stored in the user’s user account settings internally (in the REDCap backend database), whereas a survey participant’s selected language will be stored in a cookie in their web browser as a way to remember their language preference if they return in the future (and also to maintain their selected language from page to page). The language can be pre-selected for a participant, if desired, using the “Language preference field” setting on the MLM page in the project or via the @LANGUAGE-FORCE action tags (seen below).
• User Rights: Users must have Project Design/Setup privileges in a project in order to see the link to the Multi-Language Management page on the left-hand menu.
• Note: The MLM feature works seamlessly with SMS messages sent via Twilio. Additionally, the MLM feature works with the e-Consent Framework, in which the archived PDF of the participant’s consent form will be stored in the File Repository in the same language in which the participant took the survey. Note: When a project is in production, the MLM page and all translations can only be modified when the project is in Draft Mode. So if the user desires to make edits or additions to their translations, they must first enable Draft Mode via the Online Designer, and then return to the MLM page to make translation changes while in Draft Mode. When the drafted changes are approved, their translation changes made while in Draft Mode will automatically be approved together with them.

NEW FEATURE: New Action Tags for Multi-Language Management

1. @LANGUAGE-CURRENT-FORM - Allows you to capture the currently used language in projects where multilingual data is enabled on data entry forms. The @LANGUAGE-CURRENT-FORM action tag can be used on fields of type 'Text Box' (no validation), and 'Drop-down List', or 'Radio Buttons' (these need to have choices whose codes correspond to the IDs of the defined languages - e.g., 'en'). This action tag is only active on data entry forms and will always, when possible, set the field's value to the currently active language.
2. @LANGUAGE-CURRENT-SURVEY - Same as @LANUGAGE-CURRENT-FORM, but works only on survey pages. For multi-page surveys, @LANGUAGE-CURRENT-SURVEY needs to be used on a field of each page where capture of the language is relevant (e.g. for performing branching).
3. @LANGUAGE-FORCE - When used on a field, the data entry form or survey on which the field is located will be rendered in the specified language (which must have been set up using the Multi-Language Management feature). The format must follow the pattern @LANGUAGE-FORCE="???", in which the ID of the desired language should be inside single or double quotes - e.g., @LANGUAGE-FORCE="de". Piping is supported - e.g., @LANGUAGE-FORCE="[field_name]". When the language is forced successfully (i.e., it exists and is active), the language selector is hidden. Using this together with @LANGUAGE-CURRENT-FORM/SURVEY on the source field for @LANGUAGE-FORCE may be used to 'lock in' a user to their selected language.
4. @LANGUAGE-FORCE-FORM - Same as @LANGUAGE-FORCE, but the effect is limited to data entry forms (i.e. this does not affect surveys).
5. @LANGUAGE-FORCE-SURVEY - Same as @LANGUAGE-FORCE, but the effect is limited to surveys (i.e. this does not affect data entry forms).
6. @LANGUAGE-SET - When used on a Drop-down or Radio Button field only, this action tag will allow the field's value to control the currently shown language (in the same way as switching the language via the buttons at the top of the page). Tip: When used in a survey, this field could be prepopulated (and thus auto-selected) by embedding a participant's language ID in the survey URL itself (for details, see the FAQ's "How to pre-fill survey questions" section).

NEW FEATURE: Form Display Logic

• Form Display Logic is an advanced feature that provides a way to use conditional logic to disable specific data entry forms that are displayed on the Record Status Dashboard, Record Home Page, or the form list on the left-hand menu. You might think of it as 'form-level branching logic'. Form Display Logic can be very useful if you wish to prevent users from entering data on a specific form or event until certain conditions have been met. The forms will still be displayed on the page, but they will be disabled in order to prevent users from accessing them. Below you may define as many conditions as you want. A form may be selected in multiple conditions, but if so, please note that the form will be enabled if at least one of the conditions is met. The Form Display Logic does not impact data imports but only operates in the data entry user interface to enable/disable forms. Additionally, Form Display Logic is not utilized by the Survey Queue at all but can affect the behavior of the Survey Auto-Continue feature if the checkbox for it is enabled in the setup dialog. The Form Display Logic setup can be found by clicking the “Form Display Logic” button at the top of the instrument list in the Online Designer.
• This feature serves as the official integration of the Form Render Skip Logic external module created by Philip Chase and his team. Thanks to them for their work on this module. Note: When upgrading REDCap to v12.0.0 or higher, if the Form Render Skip Logic is installed and is being used by any projects, all the configuration settings for the module will automatically be translated into the new Form Display Logic settings format, after which the external module will be disabled for each project and also for the entire system (since it will no longer be needed). This all happens automatically during the upgrade.

IMPROVEMENT: Errors displayed in the Survey Invitation Log when sending SMS or Voice Calls via Twilio will now display the full error message returned by Twilio's API to provide the user with more information regarding why the SMS/Voice Call failed to send successfully.

NEW FEATURE: Protected Email Mode

• Users can enable the Protected Email Mode on any project on the Project Setup via the Additional Customization dialog. This setting prevents identifying data (PHI/PII) from being sent in outgoing emails for alerts, survey invitations, and survey confirmation emails.
• If enabled, either A) all alerts, survey invitations, and survey confirmation emails or B) those whose email body is attempting to pipe data from Identifier fields will be affected, in which it will not send the full email text to the recipient but will instead send a surrogate email containing a link that leads them to a secure REDCap page to view their original email. If someone is accessing an email in the Protected Email Mode for the first time (or for the first time in the past 30 days), it will send a security code to their inbox that will allow the recipient to view any protected emails for up to 30 days on that same device. The Protected Email Mode is similar to Microsoft Outlook's "sensitivity label" feature.
• When enabled in a project, user’s may specify custom text/HTML to display at top of the sent email and web page where the original email is viewed. This will allow users to also display logos/images pertaining to their project or institution.

NEW FEATURE: Email Logging page

• This is a new project page that contains a search interface to allow users with User Rights privileges to search and view ALL outgoing emails for that project (also includes searching and viewing of SMS messages if using Twilio services).
• “Re-send email” feature - When viewing an individual email after performing a search on the page, a “Re-send email” button will be displayed in the dialog to allow users to re-send the email. Note: If the original email contained email attachments, the attachments will not be included in the email that is re-sent.
• Only users with User Rights privileges in the project may access the page, and additionally they must opt-in and agree to a disclaimer before being able to view the page. The following text will be presented to the user before accessing the page: “Before viewing and accessing this page, you must first agree that you understand the following important information and conditions. This page is only accessible by users having User Rights privileges in this project. The Email Logging feature allows users to search and view *all* outgoing emails related to this project, and this includes being able to view all aspects of any given email (i.e., the recipient(s), sender, subject, message body, attachment names). If you are using anonymous surveys in this project, keep in mind that viewing this page and the emails displayed therein might inadvertently cause anonymous survey responses to be identifiable/de-anonymized. Additionally, if the project is using Data Access Groups, you will be able to view the emails related to all DAGs in this project (and thus possibly any data piped into the body of those emails). If you understand and agree to these conditions, click the button below. Please note the act agreeing to this disclaimer will be documented on the project Logging page.”

IMPROVEMENT:  When using the ''Reason for Change'' feature in a project, a new button is displayed underneath each "reason for change" textbox on the Data Import Tool summary page. Users can simply click the button to copy the text to all other "reason for change" textboxes on the page, thus saving lots of time of having to add text to each individually. This feature is the integration of Luke Steven’s “Copy Change Reason” external module, which will be automatically disabled at the system-level when upgrading to (or past) REDCap 11.4.0 to prevent any conflicts.

IMPROVEMENT:  New data export option - Export blank values for gray instrument status

• All instrument complete status fields having a gray icon can be exported either as a blank value or as "0"/”Incomplete”. In previous versions, they could only be exported as “0”. By default, they are now exported with a value of “0”, but this option can be changed via a drop-down option in the “Advanced data formatting options” section of the data export dialog.
• When exporting the Project XML file with both metadata & data, the option to export gray instrument status as a blank value will be preselected by default, whereas in other data export contexts (e.g. My Reports & Exports page), the option to export them as “0” will be preselected by default.
• The API method “Export Records” has a new optional parameter “exportBlankForGrayFormStatus” that can accept a boolean (true/false) with default value = false, and it functions the same as its equivalent data export option in the user interface.
• Note: Exporting gray instrument statuses as blank values is recommended if the data will be re-imported into REDCap. For example, when users export a Project XML file for a project and then create a new project with it, all the gray instrument status icons will be preserved in the new project, whereas in previous versions they were all converted into red status icons.

IMPROVEMENTS/CHANGES, BUG FIXES;

IMPROVEMENT: The Project Revision History page now displays icons next to each production revision and snapshots, and after being clicked, will display options to compare that revision/snapshot with any other revision/snapshot in the project. (This feature represents the integration of the "Data Dictionary Revisions" external module created by Ashley Lee at BC Children's Hospital Research Institute).

IMPROVEMENT: When using the eConsent Framework in a project, the "PDF Survey Archive" tab on the File Repository page now displays a "Download all" button that will download all PDF files displayed on the page in a single zip file. Additionally, there is a record filter drop-down list and a "file type" drop-down list, which distinguishes between general "PDF Auto-Archiver" PDFs and "eConsent Framework" PDFs. Note: If a user is in a Data Access Group, they will only be able to download and filter on records in their DAG.

NEW FEATURE: New API method “Rename record” and new developer method REDCap: allows users/developers to rename a record in a project. For multi-arm longitudinal projects where a record might exist on multiple arms, the $arm number can be specified to rename the record only on the specified arm, otherwise by default it will rename the record in all arms in which it exists.

NEW FEATURE: New action tag: @RICHTEXT - Adds the rich text editor toolbar to a Notes field to allow users/participants to control the appearance (via styling and formatting) of the text they are entering into the field.

NEW FEATURE: New API methods -

• Delete User - Remove a specified user from a project.
• Export User Roles - Returns a list of user roles, including their role name, unique role name, and privileges, from a project.
• Import User Roles - Allows one to create new roles (specifying their role name and privileges) or edit the role name and privileges of existing roles.
• Delete User Role - Deletes a specified user role from a project.
• Export User-Role Assignment - Returns a list of project users and what user role to which they are assigned.
• Import User-Role Assignment - Allows one to assign, reassign, or unassign one or more users to/from a user role in a project.

NEW FEATURE: New drop-down options on the User Rights page to allow users to perform the tasks listed below using a CSV file in the user interface.

• Upload users and their privileges
• Download users and their privileges
• Upload user roles and their privileges
• Download user roles and their privileges
• Upload user role assignments
• Download user role assignments

IMPROVEMENT: More options/parameters for the API Delete Record method - Users can now specify instrument, event, and/or repeat_instance to delete the data from a specified instrument, event, or repeating instrument/event for the records specified in the API request. In previous versions, the only option was to delete the entire record.

IMPROVEMENT:  On the External Modules page in a project, users with appropriate privileges may now import and export the configuration settings for any module that is enabled in the project. This feature functions as a convenience by allowing users to easily migrate the configuration settings of one or more modules to another project that has the same module(s) enabled.

IMPROVEMENT:  If a user is not assigned to a Data Access Group in a project, the user will now see a new "[No assignment]" option in the "Displaying Data Access Group" drop-down list on the Record Status Dashboard, in which selecting that option will display only records that have not been assigned to any DAG.

IMPROVEMENT/CHANGE:  "Previous instrument" and "Next instrument" buttons were added at the top right of the Online Designer field-view page to allow easier navigation between instruments.

NEW FEATURE: New action tag: @DOWNLOAD-COUNT - The @DOWNLOAD-COUNT action tag provides a way to automatically count the number of downloads for a File Upload field or a Descriptive field attachment. It can be used on a Text field or Notes field so that its value will be incremented by '1' whenever someone downloads the file for either a File Upload field or a Descriptive field attachment. The variable name of the File Upload field or Descriptive field whose downloads are to be counted should be provided inside the @DOWNLOAD-COUNT() function. For example, the Text field 'my_download_count' might have its action tag defined as @DOWNLOAD-COUNT(my_upload_field), in which 'my_upload_field' is the variable of a File Upload field. Whenever the file is downloaded on a data entry form, survey page, or report, the value of the field with this action tag will be incremented by '1'. If that field has no value or has a non-integer value, its value will be set to '1'. NOTE: The download count field must be in the same context as the File Upload field or a Descriptive field. This means that in a longitudinal project the two fields must be on the same event, and in a repeating instrument context, they must be on the same repeating instrument.

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REDCap Update Summary

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New API method: “Import Repeating Instruments and Events” – Allows users to import a list of the repeated instruments and repeating events for a project as a means of setting which instruments and events should be repeatable.

REDCap Update User Summary
REDCap will be down for a planned outage from5:00pm to7:00pm EDT onMonday October 8th. We will be updating to REDCap 8.5.13.

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