New features and enhancements

Form Builder

Quick action to add a form from the study structure builder

The study structure builder now shows an "Add a new form" shortcut at the top of each visit, repeating data and survey section. This reduces the steps needed to expand a study's structure. The shortcut is hidden for live and linked studies.

Redesigned role blinding panel for visits and forms

The role blinding panel now has a clearer title, a callout explaining that checked roles will be blinded, and a "Blinded" badge on checked roles. Roles are listed alphabetically. Existing blinding settings and data are unchanged.

Configuration dialogs wait for data to load before they can be submitted

The dialogs for repeating data, surveys and visits now keep the submit button disabled until all data has loaded. This prevents incomplete entries, such as an empty position field.

Reporting

Disclaimer added to the Form Sync Interim Impact Report

When generating a Form Sync Interim Impact Report, study designers now see a disclaimer that the report may not capture all downstream effects of calculated field changes. It links to further documentation and must be acknowledged before continuing, so the report's coverage is clear before changes are merged to production.

More study settings compared in the Study Diff report

The Study Diff report now compares participant statuses, verification types, feature flags, SDV plans, survey schedules, translations and metadata annotations between two studies. Each has its own tab, differences are highlighted, and rows can be filtered to show differences only. The Study Diff export includes matching new sheets.

Audit Trail

Standardized reasons in the Reason for Change dialog

The Reason for Change dialog now offers a standard, GCP-aligned list of common reasons, such as transcription error, response to query and source data correction, with an "Other" option for free text. This gives data managers consistent reason-for-change data across studies. It applies to field edits in visits, repeating data and surveys, and existing audit trail data and legacy data entry are not affected.

Automation Engine

Full location shown when selecting fields in automation rules

Field and form selectors in the Automation Engine now show the full path (visit, form, field and variable name) when configuring a rule and in the saved rule summary. This makes it easier to choose the right field in studies with repeated forms or identically named fields.

Studies overview

Refresh button on the Manage Sites page

The Manage Sites page now has a refresh button next to the page title, so study administrators can reload the sites list without reloading the page. A "last updated" timestamp shows how current the list is.

Email notifications

System Invitation emails are now no-reply

Replies to System Invitation emails now bounce instead of reaching the personal inbox of the study admin who sent the invitation. This keeps the admin's email address and any sensitive reply content out of circulation, and matches how notification emails already behave.

Security Impact: The reply address changes from the study user's email to a generic no-reply address.

On-Site ePRO

Search hint for on-site ePRO participant selection in large studies

On-site ePRO participant selection now shows the hint "Type to search participants" in studies with more than 250 participants, so it is clear that a search is needed. Before, the dropdown looked empty, which could be mistaken for a fault. Studies with 250 or fewer participants still show the full list.

System defect fixes

Form Builder

A repeating data instance can no longer be its own parent

Affected areas: Form Builder, API

When editing the Parent field, a repeating data instance can no longer be selected as its own parent. This protects data integrity and the "Go to parent" navigation. The restriction now also applies in the API, not only in the interface.

Study Forms editor no longer crashes when used before data loads

The Study Forms editor now stays stable when field controls are used before the form data has finished loading. This removes a crash that could interrupt study design.

Form Builder shows the correct required setting when a field is reopened

When a field is reopened for editing, the Form Builder now shows its required setting correctly. Before, the dialog could show a field as required after it had been saved as not required.

New option group clears the error in the field creation dialog

The field creation dialog now clears the option group error as soon as a new option group is created, so the field can be saved without reopening the dialog.

Modern Data Entry

Reason for Change dialogs now appear for every changed value in modern data entry

When a change cascades, for example clearing a field that updates several calculations and dependent fields, modern data entry now shows a Reason for Change dialog for each changed value, one after another. This matches the behavior of legacy data entry.

Faster saving in visits with many repeating data instances

Saving a value is now much faster in visits with a large number of repeating data instances. Saves that took around 30 seconds in studies with thousands of instances now complete much faster.

On-form calculations save their latest value before a form is left

On-form calculations now finish saving before a form can be completed or left. Data entry navigation waits briefly while a calculation is saving, so a calculated field no longer keeps an earlier value when one of its inputs was changed just before leaving the form.

Visits page reopens the last viewed form

Opening the Visits page for a participant now reopens the last viewed form instead of showing a blank page. Data managers keep their place when moving between the participant record and Visits.

Data entry navigation no longer gets stuck on the saving message

Data entry navigation no longer gets stuck on the saving message when many fields with on-form calculations are filled in quickly for the same participant. Calculated values are now saved one at a time, so users can keep moving through visits and forms without refreshing the page.

Dropdown fields keep working when a selected option was removed

Dropdown fields in modern data entry now keep working when a selected option has been removed from its option group. The removed value stays visible, marked as removed, until it is changed or cleared, and the other options can be selected straight away without refreshing the page.

Legacy Data Entry

Long names wrap in the legacy data entry sidebar

Visit and repeating data instance names in the legacy data entry sidebar now wrap within the column, so the actions menu (sign, lock, verify) stays visible and clickable. This helps studies with long or underscore-separated names.

Survey Management

Survey dialogs fully translated

Survey dialogs now show fully translated text in all supported languages. Tooltip labels and controls in grid fields previously showed untranslated text when a non-English language was selected.

NRS slider upper limit label aligned correctly

The NRS slider now aligns its upper limit label correctly whatever the number of options, on screen for participants and in printed CRFs and casebook exports.

Participant Data Export

Matching variable names for checkbox fields in domain_mapping.csv

In domain-based exports, checkbox fields that share a domain variable, for example across visits or repeating data, now have the same variable name in domain_mapping.csv as in the exported data. Before, the mapping file added suffixes such as "_1" that did not appear in the data file, so the mapping can now be used reliably as a reference.

Export button disabled while a participant export is submitted

The Export button in the "Export All" and "Export selected participants" dialogs is now disabled while an export is being submitted, which prevents duplicate exports. It becomes available again if the export fails or is blocked by validation.

Participant exports no longer fail after exporting in a different study

Requesting a participant export in one study no longer causes an export to fail when an export was just requested in a different study. This affects users who switch between studies and request exports in quick succession.

Participants

Participant status color stays visible for long status names

On the Participant Overview, the status color marker now keeps a fixed size however long the status name is, matching the individual participant record.

Column settings menu stays open while toggling columns

The column settings menu on the Participants, Repeating Data and Survey Compliance overviews now stays open while columns are toggled, so several columns can be changed in one go.

Custom column changes show immediately on Participants and Repeating Data pages

Custom columns added, edited or deleted in Settings now show on the Participants and Repeating Data pages without a browser refresh. Visibility and width preferences for unchanged columns are kept, and new custom columns are shown by default.

Participant status dialog opens with the current status selected

The participant status dialog now opens with the participant's current status selected, instead of the first status in the list. This prevents accidental status changes.

Clear message when creating a participant group without permission

Creating a participant group now shows a clear error message when the user lacks the "Manage Forms" permission, instead of failing silently.

Dashboard

Dashboard shows participant statuses and sites with a period in the name

Study dashboard tables now show every participant status and site, including names that contain a period (.). Before, these could appear empty or be left out, which understated participant counts.

Televisit

Clearer validation when scheduling a Televisit appointment

The Televisit appointment dialog now shows clear inline messages for all required fields when a coordinator schedules or edits an appointment with the form incomplete.

Automation Engine

Automation Engine log records every automation trigger

The Automation Engine log now records all automation triggers, including Public API requests, backend calculations and queue or console runs, not only those started in the app. This gives study teams a complete record of automated actions, whatever the trigger source.

Automations with a condition now run for imported participants

An automation that sends a survey invitation when a participant's email is updated, with a condition on a field value, now runs for participants imported with a matching email and field value. Before, the survey invitation was not sent.

Accessibility

Visible focus indicator on nested sidebar menu items

Keyboard navigation in the study and participant sidebar now shows a clear focus indicator on nested menu items, so keyboard-only and assistive-technology users can see where they are. This supports accessibility compliance.

Keyboard navigation in action menus reaches every item

Action menus opened from the three-dots button now cycle through every item with the keyboard, wrapping from the last item to the first and from the first to the last. Keyboard-only and assistive-technology users can reach all actions.

Keyboard focus moves into form fields in Visits and Repeating Data

Keyboard navigation in Visits and Repeating Data now moves focus into the form fields once the page loads, so users no longer need to tab through the navigation panel again. This matches the behavior elsewhere in CDMS.

User management

Manage user dialog waits for roles and sites before an update is allowed

The Update button in the Manage user dialog now stays disabled until the user's roles and sites have fully loaded. This prevents an update from removing all of a user's site access when the user's details could not be retrieved, which mainly affected studies with many sites.

Platform

Print requests without an active session no longer cause a server error

Print requests for forms and reports that arrive without an active session no longer cause a server error. They are handled like any other request without admin rights, which improves platform stability. Signed-in users see no change.

Supported Browser & OS versions

Minimum supported versions for CDMS 2026.2. Newer versions are also accepted.