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Import from REDCap Data Dictionary Format

The Form Import Template is an xslm filetype and contains several Excel Macros, so please be sure to select "Enable Macros" when opening the template. This has been tested for use only on a Windows PC platform, not Mac laptops.

  1. Paste your form content into the template starting on Row 3, column E. At a minimum you must run the Macro "Standardize", see instructions below.
  2. If importing a PhenX REDCap Data Dictionary, you must run "Standardize", then "PhenxStandarize".
  3. "CombineZip" is optional, it automates copying form content into the template from one or more REDCap dictionary csv files. See instructions below. 
  4. Enter a Batch User, Batch Name and ensure that each row has a unique "Seq Id"
  5. Save the Form Template file as csv.
  6. Run Form Import from Manage>>Manage Data (or your bookmarked Favorites)
  7. Select "Import" from the toolbar, then "Conceptual Data Object" from the drop-down
  8. Select the checkbox next to "Form Import RedCAP v1" and select "Import" option from the toolbar (Between "Add New Mapping" and "Go To Data Manager")
  9. Select the "Choose File" and select the Form Import Template from our desktop that you have prepared for loading
  10. Change the last row in the table "Start at Row" from 2 → 3
  11. Select "Import" at the bottom of the Table
  12. After "Success" message, Select "Go to Data Manager" or Manage>>Manage Data>> Form Import (or from your bookmarked Favorites)
  13. Use the filter to search for your form, Click "Apply Filter"
  14. Select "Edit" for your form
  15. Select a "Context" from the dropdown
  16. Save
  17. Select "Parse Form"
  18. If successful, select "Validate Form"
  19. Review the results
  20. After successful Validate, Select "Create Form"
  21. Copy the Public Id and choose "Forms" from Manage>>Manage Data (or your bookmarked Favorites) to view the newly created form in caDSR
Running the Macros

There are 3 macros in the Excel Template. The Macro run key sequence can be viewed by selecting "Tools" from the Excel menu bar, then "Macro". 

Macro NameDescriptionExecute macro
CombineZipThis macro allows the user to import one or more forms in REDCap Data Dictionary format into the Form Template from a desktop folder.  This allows the user to run Form Import on a file containing multiple forms instead of one form import at a time. After choosing the keys as indicated in Execute Macro, select a Folder from your desktop and select the forms that you want to combine and import into the spreadsheet. Then run the "Standardize" macro, instructions below.Choose "Option" + "Command" + "w"
StandardizeEach row must have a Section Header and a few other details. This macro transforms content from REDCap structure into the structure suitable for caDSR Form Import.Choose "Control" + "Shift" + "x"
PhenxStandardizeFiles sent to us by PhenX team contained a row with Question Text "Record ID", and the Protocol ID was inserted into the Field Note Column. This macro removes the extra row for "Record ID", and clears the "Field Note" columnChoose "Control" + "Shift" + "t"
Filling the template with form dataThe 1st row of headings are the REDCap DD headings. The 2nd row of headings match caDSR headings. Enter a short name in the Variable / Field Name, this can be used for matching to an existing CDE. Paste content into the template starting in the 3rd row. Please see the template for the mappings between the REDCap Data Dictionary column names and the caDSR form column names.
Form ContextREDCap does not have a column for Context. Context for all the forms in the templates is selected after importing the template into caDSR.

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