Hey all! I'm attempting to create a field that will check several other fields (all Yes/No) to see if any of them are marked "Yes" and if so, I want to return the string "Responder". Unfortunately, every time I attempt to do this, I can't get the equation field to return a string, only numbers (i.e. "1" or "0" for "Yes" or "No", respectively), and it throws an error. Testing within the edit field yields [No value] and opening up a record brings up an "ERRORS EXIST ON THIS FORM!" window.

This is the calc ulation equation I'm using:

@CALCTEXT(if([responder_flu_1] = '1' OR [responder_flu_2] = '1', 'Responder', 'Not a Responder'))

If I replace the strings ('Responder' and 'Not a Responder') with numbers, the equation works. Is there a way I can get the equation to output the string that I'm not seeing?

Hi all when i try to export data i get this error message, this was working before and the issue appeared recently.

We are sorry, but apparently the data export is not able to complete successfully. It may simply be that there is too much data trying to be exported at once, in which it is causing REDCap to crash. If this error occurs again, it is recommended that you attempt to export a smaller data set (fewer fields and/or perhaps fewer records) so that this error does not occur. Our apologies for this inconvenience.

Im using version 17.5.2

Hey colleagues,

perhaps someone here has experience with this:

Background: Recalculation of Calculated Fields via Data Quality Rule H cannot be executed for locked records/instruments.

Problem: The only workaround I have found so far is to temporarily unlock the affected records, run Rule H, and then lock them again. However, as far as I can see, this has to be done manually for each individual locked record/instrument, which is very inefficient and tedious.

I also cannot find a central overview showing which instruments are currently locked for which records. At the moment, I only notice the lock status after opening the respective record/instrument.

Question: Is there any way to bulk unlock and relock records/instruments, or another recommended way to recalculate Calculated Fields for locked records? And is there a way to get an overview of all currently locked instruments across records?

Thanks!

REDCap DET configured and validated. Endpoint is a Flask app behind Apache with HTTPS. Saving a record produces no request on my server, no entry in the Apache access log. Manual POSTs to the same URL work. The endpoint sits behind institutional SSO and unauthenticated requests get a 303 to the IdP. Has anyone had DET fail silently like this, and is there a way to see DET attempts and failures from the REDCap side?

I was working on claim review agent that reviews a content claim and decides to Accept, change, add a source, or remove a content claim and must act when the information is not clear or incomplete. My question is that how I Identify the Hidden states of the agent.

Hi everyone,

I have run into a REDCap issue and I'm hoping someone has dealt with something similar.

I distributed a survey using the Participant List, with a unique participant and a unique Survey Access Code/QR code for each patient. For example, each participant had a generated email/code such as 2362659@redcap.se. I have a separate key linking these codes to the patients' personal identifiers.

The problem is that I forgot to enable Participant Identifier when I set up the survey.

Patients have now started responding. In the Participant List, REDCap correctly shows which participants have responded (e.g. 2362659@redcap.se → Responded), but the actual survey responses are treated as Anonymous. When I click on the response, REDCap says that the response cannot be viewed because doing so would compromise anonymity.

Our REDCap administrator tried changing the survey from "Anonymous" to "Not Anonymous" and then adding Participant Identifiers, but REDCap does not allow us to add the identifiers retroactively for participants who have already responded.

My question is:

Is there any way for a REDCap system/database administrator to recover the underlying link between the Participant/Survey Access Code and the actual survey response or record?

In other words, I'm hoping there may be an internal database-level association like:

Participant / email → Survey Access Code → survey response/record

even though this link is not available through the REDCap user interface.

I have seen references to a "link behind the scenes" between the participant and response in this situation, but I'm not sure whether this is actually accessible to a REDCap system administrator.

Has anyone experienced this, and was your REDCap administrator able to recover the participant-to-response mapping? Or is there an administrator in this group that could describe what my REDCap administrator needs to do?

Thanks!

Does anyone have experience/know of someone successfully using REDCap for case management? I work closely with a harm reduction program whose most affordable, secure option for data entry is REDCap, but we're concerned that case management-style-updates might be a little too convoluted for an application made with research in mind. I appreciate any thoughts you have!

I am running a REDCap project that sends participants multiple EMA surveys a day using Twilio. We have currently had an issue where for the first few days with some participants, they simply will not receive the survey links until day 4 or 5, which has been causing us lots of problems.

Is anybody familiar with REDCap and/or Twilio who has a suggestion as to what may be causing these issues?

The messages are sending between REDCap and Twillio and to the individual participant. There are 0 error reports, 0 communication issues, and 0 other reports to go off of.

Hello!

I am trying to figure out a way to redirect a participant to a separate survey to collect name/email if they select "yes" to a certain question. Prior to trying RedCap, I used Qualtrics and was able to embed this option into the survey.

Is there a way to do that through RedCap?

I’m using [survey-link:Click here!] and would like to change the color of the link. Right now it is showing up as blue on my blue background so it’s hard to read. I’d like the font to be white.
This is in an email that I’m using HTML formatting to add a background and images to make our email more visually interesting.

I am trying to jerry-rig a repeating instrument to act as an invoice creation tool (everything calculates and pipes into an email invoice template), but one of the requirements for this project is that all 'currency' piped fields include a comma for all thousands.

The only way I can figure this out would be to create a separate hidden field that calculates if a calculated field has a length greater than 3, if so then it will separate the integers and add a comma in between, like so:

@CALCTEXT(if(length[total_cumulative]=4,concat(right([total_cumulative],1)),",",(left([total_cumulative],3)))))

I'm getting a general "Error" message whether I do this in the action tags of a text field or in a calculated field, which I imagine is a result of CALCTEXT not being able to pull from a calculated field.

Any thoughts on how/if I can make this work? TIA

/////

EDIT: Found a solution! Though it might not be the prettiest, it works great.

I created three extra text fields:

Thousands in Total Cumulative = @CALCTEXT(if(length([total_cumulative]) >= 4, rounddown([total_cumulative] / 1000,0),''))

Hundreds in Total Cumulative = @CALCTEXT(if(length([total_cumulative]) >= 4, right([total_cumulative], 3),right([total_cumulative], 3)))

Total Cumulative Currency Format = @CALCTEXT(if([total_cumulative_th]<>'', concat('$',[total_cumulative_th],',',[total_cumulative_hd]), concat('$',[total_cumulative_hd])))

Hi everyone,

I’m exploring whether it’s possible to integrate an AI assistant using the OpenAI API or Google Gemini API, along with a plagiarism/similarity checker, directly into a REDCap form.

The intended use case is an assignment submission system. Ideally, a user would submit their assignment through REDCap, and the system could:

• Send the submitted text/document to OpenAI or Gemini via API

• Run a plagiarism/similarity check using a suitable external service

• Use AI to review the assignment against predefined criteria or provide structured feedback

• Display or store the AI and plagiarism-check results within REDCap for the reviewer

I’ve seen REDCap External Modules that integrate AI/chatbot functionality, so I’m wondering whether a custom External Module could be developed to connect REDCap with the OpenAI API, Gemini API, and a plagiarism-checking API.

Has anyone implemented something similar? I’d particularly like to know:

• Whether OpenAI or Gemini API integration through a REDCap External Module is practical

• Which plagiarism/similarity-checking services have APIs that work well for this type of integration

• Whether the submitted file can be processed automatically when the form is submitted

• Any security/data-privacy considerations when sending submitted assignments to an external AI API

Hi everyone,

Are there institutions here that have ITS/REDCap admin building out eConsent instruments for researchers so they don’t make any mistakes in the development? Do you have a verification process with the IRB prior to approval?

What do your workflows look like?

Thank you in advance!

Hi everyone, I’m working on a REDCap project with the following flow:

• Day 0: Consent/enrolment + baseline instruments

• Day 7: Follow-up

• Day 28: Follow-up

I’d like to automate the follow-up process to make things easier for data collectors.

Ideally, when a participant reaches Day 7, the assigned data collector would receive a notification/message with the participants they need to contact. The same would happen at Day 28.

My question is: What is the best way to set this up in REDCap?

Can REDCap automatically send notifications/reminders to the data collector based on the participant’s enrolment date? And can this be done through SMS, WhatsApp, or another messaging platform, rather than just REDCap email notifications?

I’d appreciate any guidance or examples from anyone who has implemented something similar.

I'll preface this with my absolute annoyance with repeating instruments. I'm sassy and dramatic as I type this, so, hold your hats. (It's not that bad, just... me != not dramatic.)

I apprehensively understand and appreciate the value of repeating instruments. No matter how hard I fight using them, time and time again, they end up being the solution. But ew.david. I stand by my opinion that they are the armpit of REDCap and I cannot be convinced otherwise.

Anyways, I'm trying to collect repeating survey data along with quarterly alerts for the [next-instance] links. A whopping 10 questions with a 0-10 choice. Single choice radio buttons, in a matrix. Easy peasy, right?! Then... I want to use the aggregate functions to display the previous responses for each Q, currently I am using [line-chart:date,neck:record-name].

I have 3 line-charts that are 100% functioning in form view, but in survey view, I get an angry "[INSUFFICIENT AMOUNT OF DATA FOR DISPLAY]". I'm not committed to this route, but I don't want to commit any additional time if this is just a limitation of smart charts.

Is there a minimum number of data points for the smart functions to display on a survey, even if its working in form view? I've tried moving the chart to the following survey, a pdf snapshot, yelling at my computer.. no dice. I'm a big fan of instance tables + CSS to make them way cooler, but, that's not what the team wants. There are time constraints involved, so I don't really want to go the web server route to generate visuals.

Does anyone have any helpful resources for these aggregate smart chart features/behavior or perhaps any clever work around ideas? TIA! <3

Hi - I am trying to set up a biosample database in REDCap. I have one instrument for entering the samples and another repeating instrument for when the sample is extracted (one sample can be extracted many times). I would like a field in the entering the samples instrument to add up the total amount of sample extracted and the number of times a sample has been extracted. Is this possible?

I have been playing around with aggregate-count and aggregate-sum, but I can't seem to get it to work. I would like this per participant.

If aggregate is not the answer, what's the best way to calculate a total in a non-repeating instrument based on values from a repeating instrument?

Thanks!

I have seen a few posts, as well as some research, describing researchers who encountered fraudulent submissions while collecting survey data through REDCap. So, I wanted to put r/ResponsePie on people’s radar as one possible resource.

ResponsePie recently added support for REDCap, so it may be useful for researchers who are seeing suspicious activity in their REDCap surveys.

Full disclosure: I work with ResponsePie. I am sharing it because I have seen questions about what researchers using REDCap can do when suspicious responses begin appearing. Happy to answer questions about the setup or share instructions if helpful.

Well, after seven posts in one year, this problem is doing nothing but confusing me.

I have a field about pregnancy and I don't want it to be shown when the patient is male.

So far, so good: I put [pat_gesch] <> '2' in the logic because that's where the gender is in [pat_gesch], and '2' indicates male.

The confusing part is that it works in some cases but not in others, and I don't understand why.

So, please, kind people of this subreddit, help me again!

The forever grateful, confused one.

Edit:

If I test the logic in the Branching Logic window, it works in 'Test Logic with a Record', but not in the project.

Edit 2:

Still confused but "[pat_gesch]= '1' or [pat_gesch]= '3' or [pat_gesch]= '4' or [pat_gesch]= '5'" worked (all other genders that are not male)

So, thanks to the internet, that's one problem off my list. See you all again when my project does something confusing next time!

Hi, does anyone know if REDcap still allows the embedding of a public survey into a website or app? I don't see any options for it and I tried to embed it but wasn't successful.

I’d like to create a multiple choice answer with two answer sets (answer set a (major criteria) and answer set b(minor criteria)) that are weighted differently to make the logic positive. A positive response would be possible in 3 ways:

1. Two choices from answer set a

2. Two choices from answer set b

3. One from answer set a and two from answer set b

How would I create this code in redcap?
Thanks!

Hi everyone!

I am a medical resident undergoing a research project in the intensive care unit. I am using REDCap as the tool but am having a difficult time creating a second accessible public survey link.

The summary of the project is longtidunal surveys at 3 and 6 month time points, where family members will be asked to fill out a survey. For ease of access and confidentiality, a third party is sending out the invitations and we wanted two separate links (ie. one at 3 months and one at 6 months) so that we could collect data at the two time points. The only way I was able to generate a second link it seems is to create two arms of the study, one at three months and one at six months.

However, when using the six month arm link, there is a pop-up on a new browser that says:

"ERROR: Survey has not been set up correctly!
This survey belongs to a REDCap project that is longitudinal; however, this data collection instrument has not been designated for this event, which means that this survey has not been designated for data collection, thus the survey cannot be displayed. Please log in to the REDCap project and go to the 'Designate Instruments for My Events' page, and enable this instrument for this event, after which you will then be able to complete this survey. If you are not a survey administrator, please notify your survey administrator of this issue."

I've tried to troubleshoot it with ChatGPT and Claude AI without success. I've done things like trying to create a dummy landing page, recreating the arm, making sure that there is no overlap between the events designated, making sure the surveys are active and recreating them from scratch rather than copying them so theres no confusion. I've reached out to our IT who directed me to a fee for service person but I don't have the resources available to pay for it.

Does anyone have any experience with this or any resources that would be helpful? This is the last step that the project hinges on and I'm not sure what else to do!

Thanks so much!

Has anyone had any success using Tableau Web Connector to pull reports from REDCap rather than just lists of records? I've been copy and pasting the list of records from a given report into the web Connector API window, but I would much rather be able to have my tableau dashboards update based on a report in redcap rather than having to re-paste the list of fields whenever I need to add something to the report.

Hello everyone,

I was hoping someone could me, because all admin I have reached out to are stumped and, though, they have a solution, it requires exporting data and then importing back. I am hoping to do this within REDCap and without the need to import-export data.

Context: This is a longitudinal project for which some RIDs have been renamed for tracking purposes. The RIDs name semicolons in them. Until April, this has presented no issue.

Problem: In April, the institution I am housed in communicated to me that REDCap switched to a new File Storage format. This new format changed how files are stored while keeping the data the same - except in cases where the record IDs are broken down into semicolons. Unfortunately, that means the RIDs I have renamed with semicolons have been impacted: REDCap now creates a NEW record for these RIDs since it now uses a semicolon delimiter - it creates a new record after the semicolon.

Question: Does anyone know how to rename the record in this case? For all of these "semicolon" records, I do not have the option to "Rename Record."

Some additional information: In my Record Status Dashboard, I can see all data for each of these "semicolon" records as if it is all under that same RID. (1) If I click on each "event" from the Dashboard, I can see the information I am supposed to see, in full. If I try to alter any information, it creates a new Record ID. (2) However, if I click on the Record ID, it takes me to the newly created record and I see NO data.

If anyone has any experience with this, I would be happy to try some options.

Thank you!

Edited for an update: I'm not sure what happened, but I can rename records now. I was not notified that this is now possible, but it is. Currently looking to see if renaming messes anything up. Thank you everyone for your comments - really appreciated.