You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

  1. Create a file variable that will hold the PDF of your completed survey


2. Enable External Module "Save Survey PDF to a Field Note: This same function now exists in Survey Settings under "Save a PDF of completed survey response to a File Upload field"


3. Configure the external module to save the survey upon completion into the file field created



4. Create a radio variable to trigger for your alert


5. Create the alert


6. Build your conditional logic


7.  Schedule the alert. Note: Rather than sending immediately, it is advisable to send the alert after 3 minutes or so to give time for REDCap to generate the PDF, otherwise it may not get included in the Alert.


8. Create a message and identify the recipient(s)


9.  Attach the file variables





  • No labels