You can import forms from REDCap Data Dictionary format. This has been tested for use only on a Windows PC platform, not Mac laptops.
- Log in as described in Logging In.
Download the form import template. (Start with a fresh template for each import.)
When opening your copy of the template, select Enable Macros.
Populate your file with information about the forms that you want to import. Paste content from REDCap into your copy of the template starting in the 3rd row, column E. Refer to additional instructions for each column in the following table:
REDCap Column Name caDSR Column Name Instructions DO NOT USE DO NOT USE TBD Batch User Batch User Enter a Batch User. Batch Name Batch Name Enter a Batch Name. Seq ID Seq ID Ensure that each row has a unique sequence ID. Variable / Field Name Question Short Name Enter a short name. This can be used for matching to an existing CDE. Form Name Form Name TBD Section Header Module TBD Field Type Question Type TBD Field Label Question Text TBD Choices, Calculations, OR Slider Labels VV, VM TBD Field Note Question Instruction TBD Text Validation Type OR Show Slider Number N/A TBD Text Validation Min N/A TBD Text Validation Max N/A TBD Identifier? N/A TBD Branching Logic (Show field only if...) N/A TBD Required Field? isMandatory? TBD Custom Alignment N/A TBD Question Number (surveys only) N/A TBD Matrix Group Name N/A TBD Matrix Ranking? N/A TBD Field Annotation CDE ID and Version TBD Protocol Short Name TBD TBD Comments TBD TBD Module Instruction TBD TBD As you populate your file, keep in mind the following points:
You can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns.
REDCap does not have a column for Context.
- Run one or more macros:
- To automate copying form content into the template from one or more REDCap dictionary csv files, run CombineZip.
- At a minimum, you must run Standardize.
- If importing a PhenX REDCap Data Dictionary, you must also run PhenxStandardize.
- Save the file as CSV.
- From the Manage menu, select Manage Data. The Manage Data page appears. Select Form Import. The Form Import page appears. (For instructions on adding this page to your favorites, refer to Managing Favorites.)
- From the Import menu, select Data Object Import.
- From the toolbar (between Add New Mapping and Go To Data Manager), click Import. The Interchange Mapping page appears. As you complete this page, keep in mind the following points:
- In the Import from file row, click Choose File. Navigate to and select the CSV file that you have prepared.
- In the Delimiter row, select Comma.
- In the last row, change Start at Row from 2 to 3.
- Click Next.
- After "Success" message, Select "Go to Data Manager" or Manage>>Manage Data>> Form Import (or from your bookmarked Favorites)
- Use the filter to search for your form, Click "Apply Filter"
- Select "Edit" for your form
- Select a "Context" from the dropdown
- Save
- Select "Parse Form"
- If successful, select "Validate Form"
- Review the results
- After successful Validate, Select "Create Form"
- Copy the Public Id and choose "Forms" from Manage>>Manage Data (or your bookmarked Favorites) to view the newly created form in caDSR
To view the shortcut key for each macro, refer to Microsoft Excel online help.
| Macro Name | Description | Execute macro |
|---|---|---|
| CombineZip | This macro allows you to import one or more forms in REDCap Data Dictionary format into your copy of the form template from a desktop folder. This allows you 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, as described below. | Ctrl+w |
| Standardize | Each 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. | Ctrl+Shift+T |
| PhenxStandardize | Files sent to us by the 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" column. | Ctrl+Shift+X |
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