Major release 2024.3.0.0 - Release date September 18th-19th

New features and / or enhancements

Forms

• We have extended the validation configuration logic to allow showing triggered validations that are found on a hidden calculation field. This was included to enable more complex edit checks to be set up in a simpler manner than before.
• We have added the option to assign domains to fields in the Add/Edit Field Modal under the 'Data standardization' (former Annotations) tab.
• A new Copy domain variable names option is added to the Copy Field, Copy Form, Copy Repeating Data, and Copy Survey modals. When a field is being copied, either directly, or indirectly (via copying of a form / repeating data / survey) and this option is set to 'Yes', the attached domain variable names are now copied as well.
• We have introduced a new check in the Form Builder for moving fields. If a field is moved to a visit where a field with the same domain variable name already exists, the domain variable name will be removed from the moved field.
• We have introduced a new check in the Form Builder for editing fields. If you update the type, assigned option group, or grid configuration of a field, and there are multiple fields with the same domain variable name, the domain variable name will be removed from the edited field.

Audit trail

• New audit trail events are logged in the audit trail in relation to SDV plans changes. A summary of these below:
• Every time a study user successfully creates a new plan, the event 'SDV plan created' is logged
• Every time a study user successfully deletes an existing plan, the event 'SDV plan deleted' is logged
• Every time a study user successfully adds or removes one or more sites in an an existing plan, the event SDV plan site assignment changed is logged 
• Every time a study user successfully adds or removes one or more fields in an an existing plan, the event SDV plan field selection changed is logged
• Every time a study user successfully edits the name, reference number or color in an an existing plan, the event SDV plan details changed is logged
• Additionally, for survey package invitations:
  • Every time a CDMS user edits an already planned/created survey package invitation 
• We have added the option to export the study's audit trail. An export can be requested by clicking the 'Export audit trail' button in the kebab menu on the Audit Trail page. The exported file contains the event's ID, trigger date/time, type, associated user, associated object, and other details. This feature is currently available to select studies and will be released to other studies at a later stage.

Export

• We have updated the exporting of data grouped by domain. A file with the overview of the mappings between fields and domains is now added to the ZIP file by default.

Miscellaneous changes

• New studies created starting with Castor CDMS v2024.3.0.0 will have a limitation in the form builder of maximum 50 fields. After this point, a valid billing code must be entered in the settings page to be allowed to add more fields in your study forms.
  
  
• We have redesigned the modal dialog used to import Option Groups into a study.
  
  
• The field level "History" dialog has been updated to display the old and new values and to also include the user inputted comments from the ‘Reason for change’ flow where applicable.
  
  
• A new icon is shown instead of the field’s value, when the field is on a form hidden for the user’s role. A tooltip is available on hover over to highlight the fact that the current user role is blinded from specific forms.
  
• We have made some UI changes to the Form Sync process. Pages are now enumerated and have a clear title. Some other copies of text were upgraded as well and a “Back” button was added to each of the preview screens, so that users can easily go back one page.
• On the main / landing page of a study, corresponding to the overview of all study participants, the first column on the grid - Participant ID- is now fixed to the left side of the grid on both the Form & Visit views.
• We have updated the repeating data listing pages for consistency. Now both pages have filters that are persistent for the logged in users, so they can reload the or navigate back to the page  without having to recheck all applied filters. An error toast is shown informing users to reset filters on the page if study changes have occurred since filters were last applied that have rendered some filters to no longer be possible or available. On smaller screen sizes (i.e. tablets), the search bar is collapsed into an icon.
  
   
• We have added a new option to all existing modal dialogs that allows the user to expand to full height, so that it is easier to access more information that may be available on a given dialog.
  
   
• We have updated some wording in the ‘Dependencies’ tab of the add/ edit field modal dialog, as well in the configuration option of the ‘Repeated measure’ field to improve overall clarity
• We have updated the row and column headers for Grid & Repeated measure fields to better accommodate long labels
• ‘Reason for change’ study setting is now enabled by default on all new studies, across all possible study types the user can select
• The signature modal dialogs have been unified for the same look and feel across all participants, visits and repeating data instances pages
• For study users that have no ‘Edit’ permissions across all study sites, the ‘Import’ action is now presented as read-only in the Actions menu
• We now display a ‘saving’ indicator next to the navigational buttons for web surveys when a field response is being saved, and prevent navigation until saving is complete
• The PIN reset email for Castor Connect now has more explicit instructions on how to use the reset code/link provided
• The elements on the data entry navigation section are keyboard interactive, as per the WCGA accessibility guidelines.  Using standard keyboard shortcuts such as the 'TAB' and the 'Enter' keys, the user can shift focus to any each form or form collection in the navigation section. In short, the following are now present:
  • The user can navigate the entire forms using the TAB key. 
  • Using ENTER, form that is in focus can be selected to be opened, so that all defined fields are shown on the right side of the navigation for the user. 
  • Pressing TAB after the last interactive element of the form will get user back to the navigation section. 
  • Using only the keyboard, users can now more easily switch  back and forth between the menu items presented on the left side and the content of these, displayed on the right side of the interface.

System defects fixes

Collected data and participants

• We have fixed an issue affecting data import into fields using option groups (e.g. radio button), where the import preview did not pick on option values that did not have correspondence in the study's structure.  
  Now the preview will show ‘Value not found’ as expected and the import will skip updating the database in these cases.
• We have fixed an issue that prevented users from accessing archived participants in the case where no other active ones were present. This occurred due to the empty state page being wrongly shown instead on an empty table with access to the filters panel.
• We have fixed an issue that prevented the slider field from being printed with complete accuracy with regards to how the slider is presented in the user interface.
• Resolved an issue where surveys that had no required fields that were completed were not being displayed as ‘completed’ in the SPI overview
• Resolved an issue where surveys created via ‘open survey link’ were being counted for compliance, but not being displayed in the associated grid of the survey compliance listing

Other 

• We have fixed a defect that rendered HTML tags to be shown in some error toast messages used in the study structure page.
• We have fixed an issue where the validation for empty lower limit field was not being shown in the modal dialog as expected.
• We have addressed an issue that rendered an error when users were copying fields and placing them at the top or in the middle of a form.
• We have fixed a defect where labels were not displayed in printing individual Form Structure items

Maintenance release 2024.3.1.0 - Release date September 25th

Participant Casebooks

• This feature is currently available to select customers, with a broader release planned for the future. We've introduced the ability to export casebooks (PDF) for participants in select studies. The export includes a PDF summary of all forms and data collected for each participant, along with any associated queries and audit trail events.

Forms

• We have introduced a validation check for cyclic dependencies when saving or importing calculation fields. Calculations are now verified to ensure they do not depend on each other in a circular manner, which would prevent them from being executed. If such a cyclic dependency is detected, an error message will be displayed when the calculation is added.

Calculations

• This feature is currently available to select customers, with a broader release planned for the future. In select studies, calculations now automatically re-execute in the backend when field values are updated in data entry. Previously, calculations only recalculated within the current form, requiring users to reopen the form to trigger updates.

System defect fixes

• We have fixed a defect where data for grid fields with identical column row labels would shift in the export.
• We have fixed a defect in which the old data entry and survey data entry interface still displayed a divider between fields for hidden calculation fields.

Hotfix release 2024.3.1.1 - Release date September 25th

System defect fixes

• We have fixed a defect in the old survey data entry layout that occasionally caused hidden calculations to prevent participants from progressing to the next form

Maintenance release 2024.3.2.0 - Release date October 8th

New features and / or enhancements

• We improved the text and formatting of the 403 error page to make it easier to understand for users

System defect fixes

• We fixed an issue where the names of forms with very long names would be misaligned in the data entry view when modern data entry was enabled.
• We fixed an issue where in some specific cases the survey package progress would temporarily indicate 100% complete although not all fields and/or surveys would be completed.
• We fixed an issue that rendered hidden calculations to be visible on survey forms, when mobile devices were used.

Maintenance release 2024.3.3.0 - Release date October 17th

New features and / or enhancements

• We have improved how the slider knob behaves as dragging it around would sometimes cause it to jump around.

System defect fixes

• We have fixed an issue where in some scenarios the selected value would be inverted when using Samsung browser.
• We have fixed an issue where dragging the slider knob would sometimes cause the page to drag with it on Android.
• We have fixed an issue where, when using /study/{study_id}/participant/{participant_id}/data-points/survey-package-instance to enter survey data, the survey package progress would not be shown correctly in the front-end.

Maintenance release 2024.3.4.0 - Release date November 6th

New features and / or enhancements

• We have added two new columns to the export files of participant data grouped by domain: parent_type and parent_name. This allows you to see the parent information for repeating data and survey instances.
• We have updated the metadata column names in the export files for participant data grouped by domain. The column names are now lowercase and do not contain spaces anymore (e.g., "Participant ID" is updated to "participant_id") to allow for better processing in software like SAS.
• We have added an option in the Export Participant Data modal to include or exclude empty visits, repeating data instances, and survey instances in exports grouped by domain. This gives users the flexibility to export all rows or only those containing data.

System defect fixes

• We have addressed an issue occurring on a specific use case, namely: 
  •  For studies using the setting ‘Clear inapplicable children’
  •  For studies that use calculation fields that pull values from other study fields in their template
  •  For studies where such a calculation field is also a parent for another child field (configured using field dependencies)
  •  When editing one of the fields used in the template of such an calculation field
  •  When the first value edit events triggered a chain reaction of updating the values of multiple fields, incl. the calculation and the child fields
    For this scenario, the interface failed to ask for a secondary reason for change, thus rendering the process in an error and failing to clear the value of the child field.
    This was now fixed and all Participant result events are fired and logged in the Audit trail as expected.
• We have fixed an issue that prevented navigating forms within data entry for participants that had IDs which included the following special characters: #  $  ~  _
•   An issue where a small subset of users that were using OIDC based SSO were not able to use their user profile has been resolved.

Hotfix release 2024.3.4.1 - Release date November 26th

System defect fixes

• We’ve fixed a compatibility issue that temporarily disrupted functionality.

Maintenance release 2024.3.5.0 - Release date November 27th

System defect fixes

• We have addressed an issue that caused the Repeated Measure grid field to no longer load data in the UI when the value of a field used in the configuration of the Repeated Measure grid field was cleared from within a repeating data instance.

Hotfix release 2024.3.5.1 - Release date November 29th

System defect fixes

• We have addressed a memory issue that caused an error to occur when structural changes were directly applied under specific circumstances. The fix is study specific and does not affect any other studies

Maintenance release 2024.3.6.0 - Release date December 6th

System defect fixes

• We have resolved an issue where, in certain cases, Audit Trail events were not being logged correctly for actions performed by Castor's technical support team at the request of customers.