New features and enhancements

Login & Registration

Self-service sign-up and user invitations now go through our central Castor Identity platform

Users who are invited to join a study and who previously had no Castor account will now be invited through our central Identity platform instead of through CDMS itself, so that they directly have a central Identity account that can be used to access any Castor service.

Also, users who register themselves for CDMS will now directly be registered on our central Castor Identity platform.

SMS 2FA now available in NL and BE

Users in The Netherlands and Belgium can now configure two-factor authentication in their Account settings to use text messages (SMS) as a fallback mechanism for regular TOTP 2FA (e.g. Google Authenticator). 

This is a localized pilot that will be extended to other countries when successful.

Passkey support for 2FA

Castor now supports using Passkeys as a second factor for authentication, as a backup option for TOTP codes (Google Authenticator).

Reporting

Add 'Refresh' button to Participant & RDI data listings

The Refresh capability has been extended to key data listing pages in Castor CDMS to improve workflow efficiency for study users and clinicians. Users can now manually refresh data on the Participants Overview and Repeating Data Instance (RDI) overviews -both global and participant level- without losing their current filters, sorting or search settings. The refresh action instantly updates the page with the latest data while preserving user context, eliminating the need for a full page reload. A tooltip now displays when the view was last refreshed and by whom, ensuring transparency and easier collaboration in data review workflows.

Surveys/Audit Trail

Castor Connect Push notifications are now recorded in the Audit Trail

Audit trail events associated with Castor Connect surveys have been extended to include push notifications, allowing greater traceability

On-Site ePRO

Add the on-site indicator to the participant-level listing

An 'On-site' completion indicator, consistent with what is presented in the study-level survey listings, is now available for use within the individual survey listing view

Email notifications

Redesign of the Notifications Configuration Page 

The Notifications configuration page has been redesigned, enabling study administrators to manage email notification settings through a modernized interface while maintaining complete feature parity with the legacy system. The implementation preserves all existing notification event types, recipient management, site filtering, template configuration, and dynamic tag support, ensuring uninterrupted workflows for configuring automated notifications across field results, form signatures, and repeating data events. 

The Notifications management interface now displays unique identifiers and associated site selections for each notification configuration, enabling study designers and administrators to track and audit notification rules more effectively. The implementation adds two new columns (Notification Configuration ID and Sites) while introducing a sticky first column and header for improved navigation during horizontal scrolling.
 

System defects fixes

Participant Data Export

Empty inapplicable checkbox fields are now exported as empty cells instead of 0 in domain-based (grouped) exports

  We made a small change in how empty checkbox fields are exported in the domain based exports. Before, when a checkbox field initially had a value that was later cleared, a 0 value would be exported, whereas a checkbox field that was never checked in the first place would be exported as an empty cell. In this release that behavior changes, so that checkbox fields that were initially checked and later cleared will now also be exported as empty cells.

The following table outlines the previous and new behavior for a checkbox field with variable name my_checkbox, which has a domain variable name defined as my_checkbox as well, and which has 1 or multiple options. The differences in behavior between the new and previous releases are highlighted in bold.

Data Import

“Email address viewed” Audit Trail events no longer recorded when participants email addresses are imported

  Audit Trail now accurately tracks participant email address changes, eliminating spurious "Email address viewed" events during data import operations.

Audit Trail

Events change log contains certain user entry words replaced with the other ones

We fixed a rendering issue in the Audit Trail UI, where some automated nomenclature updates (e.g. "Report" -> "Repeating Data" and "Institute" -> "Site") were performed not only on event properties, but also on their contents. This has now been corrected.

Modern Data Entry

Dropdown with a large option group (250+ options) does not work in grid field 

We have addressed an issue where dropdown cells in grid fields using option groups with more than 250 options were not functioning correctly. 

This fix ensures that selected values are now saved and displayed consistently after reloading.

Repeating Data listing page on the Participant-level pagination not working

The repeating data listing page at the participant level now correctly displays pagination controls when more than 25 instances are present. Pagination totals now reflect the full dataset rather than the current page size.

Studies overview

Search input wraps onto the second line in smaller screens

We have fixed a layout issue on the My Studies page where, on small screens (i.e 375px width), the search bar would wrap onto a second line when the search button was clicked. The layout now adapts responsively, displaying the search input in a compact, single-line view.

"Study archive failed" message is not informative for the user

Study archive error messaging now provides actionable guidance when archiving fails, enabling study administrators to quickly resolve blocking conditions. 

Previously, attempting to archive a live or linked study displayed a generic "Something went wrong" error that required support escalation to diagnose. 

The updated error handling returns context-specific messages that identify whether the study is live or linked, with direct instructions for resolving each condition through study settings or the study link section. 

This reduces support burden and enables self-service resolution for common archival prerequisites.

Form Builder

Field Preview: ##allowempty## and ##setemptytozero## do not instantly take effect

The Field Preview dialog now correctly applies calculation pragmas on initial render, ensuring study designers see accurate empty-value handling for numeric calculations without requiring user interaction. 

The fix resolves a template initialization issue where ##allowempty## and ##setemptytozero## directives were not processed on first render and enhances study design reliability and reduces preview-to-production discrepancies for calculation fields using empty-value handling directives.
 

Login & Registration

• Session management now maintains independent session lifecycles across multiple browser tabs, preventing unexpected logouts when users work with different studies simultaneously. Previously, an expired session in one inactive tab would terminate all active sessions, disrupting data entry workflows for users managing multiple studies.
• The session expiration countdown modal now properly triggers automatic logout at expiration.
• Users who enable 2FA after logging in could not directly access studies that require 2FA enforcement. Previously users had to log out and log back in in order to access these studies, this has now been fixed, immediately allowing access to the restricted studies upon activation of 2FA.

• We fixed an issue where, on the latest version of Chrome, there could be intermittent failures when re-authenticating via Microsoft Entra ID for privileged access (e.g. when signing forms or updating participant email addresses).

API

We updated the OpenAPI documentation related to the Field and Query API endpoints to ensure they are aligned with the actual responses provided by the API.
 

Survey Management

The Edit Survey Invitation dialog now displays clear validation errors when invalid email formats are entered instead of a generic error message.

Known release limitations 

NA

Supported Browser & OS versions for CDMS v2026.1

For more details you can review Castor’s Browser and Operating System (OS) Policy.
 

Supported Browsers

Supported Operating Systems