Child pages
  • New Features in V 8.5
Skip to end of metadata
Go to start of metadata


Smart Variables

Smart Variables are dynamic variables that allow you to reference information other than data fields. They can reference things with regard to users, records, forms, surveys, events/arms, or repeating instances.


Smart Variable List

  • Currently there are 35 Smart Variables. They can reference things with regard to users, records, forms, surveys, events/arms, or repeating instances.
  • Go to "Project Setup" page and click the "Smart Variables" button for the documentation.


How to Use Smart Variables
Smart Variables are represented inside brackets and can have dashes or colons. They can be used:

  • On their own – e.g. [event-name]

  • In conjunction with field variables – e.g. [previous-event-name][weight] , or [heart_rate][previous-instance]

  • In conjunction with other Smart Variables – e.g. [previous-event-name][survey-url:test_survey]

Where to Use Smart Variables

  • Calculated Fields
  • Conditional logic - includes branching logic, advanced filters for reports, and logic for Survey Queue, Custom Record Status Dashboards, and Automated Survey Invitations. Note - Currently Smart Variables CANNOT be utilized in Data Quality rule logic
  • Piping
  • Custom Record Labels
  • Survey Invitation


PDF Auto-Archiver & e-Consent Framework


PDF Auto-Archiver

  • A compact PDF copy of the survey response can be automatically stored in the project's File Repository once the survey is completed, from which the archived PDFs can be downloaded at any time.
  • The PDF file is under the "PDF Survey Archive" tab in the File Repository.
  • Note - Only users with 'Full data set' data export privileges will be able to download the PDF files.

e-Consent Framework


This framework provides functionality for users to implement electronic consent (e-Consent) using a survey as the consent form, such as for capturing the consent of a research study participant.

  1. The project owner must create the e-Consent survey and all the data elements in it.
  2. Enable "Auto-Archiver + e-Consent Framework". This setting is located on the Survey Settings page.


  • e-Consent Version: a number or alpha-numeric designation to represent the current version.
  • e-Consent Type: a free-form text field to display in the PDF footer to signify the type of e-Consent that this survey represents (e.g., pediatric).

    3. This framework adds two things to the typical survey-taking process:
  • Before a participant completes the survey, an extra certification page is added to end of the survey that displays an in-line PDF copy of their survey responses. Once they confirm all is correct, the survey will then be marked as complete.
  • Upon completion of the survey, a static copy of their responses in the form of a consent-specific PDF will be stored in the project's File Repository. The consent-specific PDF will have the values of the e-Consent Framework Options inserted at the bottom of each page in the PDF.




Additional New Features


Piping for checkbox fields
Piping can be used for checkbox fields. There are options to display -

A list of checked choices: [my_checkbox:checked] to display a comma-delimited list of choice labels that have been checked.

Unchecked choices: [my_checkbox:unchecked] to display a comma-delimited list of choice labels that have NOT been checked.

A specific choice: [my_checkbox(code)] - If a coded value of the checkbox is included inside parentheses after the variable name, it will output the word 'Checked' or 'Unchecked' regarding whether or not that specific choice has been checked off.

Note – the checkbox piping options will return the text labels. If you want it to return the raw value, append ':value' to the variable.


Survey-specific email invitation fields
It can be enabled for any given survey on the Survey Settings page that, in which a user may designate an email field for sending survey invitations for that survey only.

Note - This feature is similar to the project-level email invitation field except that it is employed only for the survey where it has been enabled. This allows users to have data entry workflows that require multiple surveys where the participant is different for each survey.


Sponsor Dashboard
The Sponsor Dashboard can be utilized by the project PI who has been a sponsor for the non-uNID REDCap users. A link to the dashboard will be displayed at the top of the My Projects page for any users that are a sponsor.


The Sponsor Dashboard allows sponsors to manage their sponsored users by viewing various information about them, such as username, name, expiration, suspended status, and some general activity.

The Sponsor Dashboard contains various functions to allow sponsors to make requests to REDCap administrators to help manage their sponsored users by performing some actions.

  • No labels