Captivate Release Notes
Captivate Release Notes
The release notes below summarize enhancements and bug fixes delivered in prior ClinCapture versions. Our current version is 4.5. Customers using older versions are encouraged to upgrade to benefit from continued enhancements, improved performance, and important security updates. Remaining on older versions may result in missing critical fixes and newer capabilities.
All major releases are designated as x.xx.0, and minor releases are designated as x.xx.x. All minor releases are included in the next major release. For example, versions 3.17.1 and 3.17.2 contain enhancements and bug fixes that are included in 3.18.0.
If you have any questions, please get in touch with us at [email protected].
Current Versions
Captivate 4.5
Captivate 4.5 Overview – released [insert release date]
We are excited to announce many powerful new enhancements and important bug fixes in this release!
- New Feature: AI Rule Builder
- New Feature: Public REST API for Secure External Integrations
- New Feature: Custom Query Datasets for Flexible Reporting
- Partial SDV Status for Item-Level Verification
- Improved Query Export Performance
- Enhanced User and Role Locking
- Default Data Review Workflow Enabled During Study Creation
- Updated Mass Clone Library Form in React
- Improved My Forms Performance
- Medical Coding Import and Display Improvements
- Cross-Event Rule Execution and Validation Fixes
- Permissions, Audit Trail, and Form Usability Improvements
For more specifics, please see the detailed release notes below.
Email [email protected] if you would like to schedule a demo of our 4.5 features!
4.5 Enhancements
| Summary | Impact | Release | Internal ID | Day 1 | Users | GxP | Training |
|---|---|---|---|---|---|---|---|
| AI Rule Builder – AI Rule Builder UI/UX, Add security level within Keycloak to the CaptivateAI application, Add Autocomplete of the item names, Optimize requests to the Open AI API, Add repeatable rules functionality | Introduces a new standalone capability that enables users to generate edit check rules using natural language prompts. Improves efficiency with autocomplete and repeatable rule support while maintaining secure AI usage. | 4.5 | CAP-2779, CAP-2778, CAP-2837, CAP-2659, CAP-2833 | Yes | Study Admins | Medium | Yes |
| Custom Datasets – Extend Dataset entity, Add access control, Extend CDV functions, Implement create/edit/view pages, Add SQL execution, Update Extract Data | Enables creation of custom SQL-based datasets for flexible reporting beyond standard extracts, with secure execution and integration into the Extract Data workflow. | 4.5 | CAP-2337, CAP-2791, CAP-2338, CAP-2341, CAP-2342, CAP-2339, CAP-2790, CAP-2792 | No | ClinCapture Admins | High | No |
| Public REST API – New API module, security layer, CRF/events/study endpoints, subject data, access control | Introduces a secure, read-only REST API for external integrations, providing structured access to studies, subjects, events, and CRF data with strong authentication and access controls. | 4.5 | CAP-2732, CAP-2780, CAP-2734, CAP-2829, CAP-2737, CAP-2735, CAP-2777, CAP-2738, CAP-2736, CAP-2733 | Yes | Admins with API access | High | Yes |
| Partial SDV Status – SDV In Process status, item-level SDV | Adds an “In Process” SDV status for item-level verification, improving visibility into partial verification progress and enhancing reporting accuracy. | 4.5 | CAP-2509 | Yes | Users with verification permissions | Medium | Yes |
| Move Queries export generation to separate thread | Improves performance by processing query exports asynchronously, reducing UI delays and improving system responsiveness for large exports. | 4.5 | CAP-2757 | Yes | Users with export access | Low | No |
| Lock role before user becomes Active | Allows roles to be locked prior to user activation, improving access control and preventing unintended permission changes during setup. | 4.5 | CAP-2717, CAP-2782 | No | ClinCapture Admins | Medium | No |
| Medical coding data not displayed after import | Fixes an issue where imported medical coding data was not visible, ensuring records are properly displayed for review and use. | 4.4.2 | CAP-2744 | Yes | Users with coding access | Medium | No |
| Additional fix for medical coding import issue | Resolves remaining edge cases from prior fix to ensure consistent processing and display of imported medical coding data. | 4.5 | CAP-2808 | Yes | Users with coding access | Medium | No |
| My Forms query optimization | Improves performance and responsiveness when working with forms that contain a high volume of queries. | 4.5 | CAP-2811 | Yes | All users | Low | No |
| Default Data Review Workflow to On | Sets Data Review Workflow to enabled by default during study creation, improving consistency and reducing setup errors. | 4.5 | CAP-2802 | Yes | Study Admins | Low | No |
| Mass Clone Library Form migrated to React | Modernizes the Mass Clone Library Form with a React-based interface, improving usability, performance, and maintainability. | 4.4.1 | CAP-2642 | No | ClinCapture Admins | Low | No |
4.5 Bug Fixes
| Summary | Impact | Release | Internal ID | Day 1 | Users | GxP | Training |
|---|---|---|---|---|---|---|---|
| Importing data of type 'code' with empty values overridden with blanks causes an error | As part of the improvements to medical coding and data import handling, this update also resolves an additional issue identified during the CAP-2744 work. Previously, importing data for fields of type “code” with empty values while using the “override with blanks” option could result in system errors during downstream workflows such as medical coding. With this fix, imports that include empty values for coded fields are now handled correctly, preventing errors and ensuring that imported data can be processed and coded without interruption. This enhancement further strengthens the reliability of the import process, particularly for studies leveraging medical coding dictionaries and bulk data operations. | 4.5 | CAP-2747 | No | None | Medium | No |
| A non-Readonly calendar cannot be clicked if it is placed after a Readonly item | This update resolves a regression where an editable date field could become unusable when placed after a read-only item on a form. Previously, if a non-read-only calendar field followed a read-only textbox or similar field, users could be prevented from clicking the calendar control during data entry, even though the date field itself was intended to remain editable. The issue could also occur when a divider was placed between the read-only item and the date field. With this fix, calendar controls now remain fully accessible regardless of nearby read-only items, ensuring expected form behavior and preventing unnecessary disruption during subject data entry. | 4.5 | CAP-2644 | Yes | All | Medium | No |
| Data is not saved to the database for readonly items | This update fixes an issue where default values for read-only form items were not being saved to the database, resulting in missing data when forms were reopened. Previously, if data was being populated into a field from another form and that field was set to read-only, the value would not be persisted, preventing this configuration from working as expected. In addition, list and checkbox fields configured with default values and marked as read-only would appear unselected after saving and revisiting the form. With this fix, values for read-only fields are now correctly saved and displayed, ensuring data consistency and enabling expected behavior for both default values and cross-form data population scenarios. | 4.5 | CAP-2684 | Yes | All | Medium | No |
| Added Automaitc reset to CORS for AWS S3 bucket on webapp startup | This update adds an automatic reset of AWS S3 bucket CORS configuration on web application startup to ensure continued file upload and download functionality after system upgrades. Previously, CORS settings were configured only at the time of bucket creation and relied on the portal URL, which includes a version number. When the application was upgraded and the portal URL changed, the S3 bucket retained outdated CORS settings, resulting in failures when uploading or accessing documents, particularly in eTMF workflows. With this enhancement, the application now validates and updates the S3 CORS configuration at startup using the current portal URL, ensuring seamless file operations across version upgrades without requiring manual intervention | 4.4.2 | CAP-2561 | Yes (eTMF enabled) |
None | Low | No |
| All roles have access to the DCF feature | This update resolves a permissions issue within the Queries module where the DCF (Data Correction Form) feature was accessible to a CRC role when the user had Study Admin or Monitor roles. With this fix, access to the DCF feature is now correctly restricted to intended roles such as Study Administrator, Study Monitor, and Study Coder, ensuring proper role-based access control and alignment with expected permissions. | 4.4.2 | CAP-2751 | Yes | Users with multiple roles + role with no DCF access | High | No |
| Cross event date rules don't work | This update resolves an issue where cross-event date discrepancy rules did not execute as expected. Previously, rules comparing date values between different events, such as validating that one event date occurs a specified number of days after another, would fail to trigger even when the defined conditions were met. With this fix, cross-event date rules now execute reliably, ensuring that discrepancies are correctly generated when date conditions across events are not satisfied. | 4.4.3 | CAP-2805 | Yes | Studies using cross-event date rules | Medium | No |
| Rules bound to the specific event don't fire correctly in 'countinuedataentry' | This update fixes an issue where discrepancy rules bound to a specific event were not executed correctly during continued data entry. Previously, when users updated form data without marking the form as complete, rules tied to the event could fail to trigger, allowing invalid data to be saved without generating the expected discrepancy messages. Additionally, validation behavior was inconsistent, as correcting data could result in duplicate failed validation checks instead of resolving the original one. With this fix, event-bound rules now execute reliably during continued data entry, ensuring discrepancies are properly generated when conditions are met and correctly resolved when data is updated. | 4.4.1 | CAP-2706 | No | None | Medium | No |
| The rule does not work if the Date&Time items from the expression are in different events | This update resolves an issue where discrepancy rules involving Date and Time fields did not execute correctly when the referenced items were located in different events. Previously, rules comparing values across events, such as time differences between forms in separate visits, would fail to trigger even when conditions were met, resulting in missing discrepancies. The same rule logic worked as expected when both items were within the same event, highlighting inconsistent behavior. With this fix, rules that reference Date and Time fields across different events now execute reliably, ensuring discrepancies are generated as expected regardless of where the data resides. | 4.4.2 | CAP-2789 | No | None | Medium | No |
| Data Type Option is missing when user is not a user on production | This update resolves an issue in Form Studio where the data type selection (e.g., integer or string) for list and radio items was not displayed under certain user access conditions. Specifically, when a user did not have access to the production study and was working only within a test environment, the data type option could be missing, leading to confusion and incomplete configuration of form fields. With this fix, the data type selection is now consistently available regardless of environment access, ensuring that users can properly configure list and radio items in both test and production contexts. | 4.4.1 | CAP-2767 | Yes | Study Admins | Medium | No |
| Disable logging of user logout on Audit Logins | This update introduces a temporary change to the Audit Logins functionality by disabling the logging of user logout events. This is the first step in addressing a known issue where multiple or unnecessary logout records could cause the Audit Logins screen to become cluttered and, over time, lead to performance degradation or even application outages when the log grew too large. By suppressing logout entries for now, the system reduces log volume and improves stability while a more complete solution is being implemented to better manage and optimize audit logging behavior. | 4.5 | CAP-2841 | Yes | Study Admins | High | No |
| eTMF permissions not correctly applied for direct URL access after role update | This update fixes an issue where eTMF permissions were not correctly enforced when accessing pages via direct URL after a user’s role was changed. Previously, users could retain access to locations they were no longer authorized to use if they navigated directly to a saved or bookmarked page, bypassing updated role restrictions. With this fix, permission checks are now consistently applied regardless of how the page is accessed, ensuring that users can only reach eTMF folders and documents permitted by their current role configuration. | 4.4.2 | CAP-2566 | Yes | eTMF users with role-based folder restrictions, | High | No |
| Issue with locking last lole when using Lock all Roles on the Java side, Lock Last Role Bug | This update resolves multiple edge-case issues related to locking the last user role, improving stability and consistency of role management within the system. Previously, attempting to lock the final active role could produce incorrect behavior in both the Java-based backend flow and the user interface, potentially leaving role states unsynchronized or actions incomplete. With this fix, the “Lock All Roles” and “Lock Last Role” workflows now behave as expected, ensuring that role locking actions are processed reliably and reflected correctly in the application. | 4.5 | CAP-2682, CAP-2849 | Yes | Study Admins | Medium | No |
| Item Level SDV icons do not reappear after closing a Query in a CRF from the Queries page | This update resolves a regression introduced in version 4.3 where item-level SDV (Source Data Verification) icons did not reappear after closing queries from the Queries page. Previously, when a monitor or study admin closed a query linked to a CRF item, the corresponding SDV icon would disappear and fail to return, making it difficult to verify item-level SDV status accurately. With this fix, SDV icons now re-display correctly after query closure, restoring proper visibility into verification requirements and helping users track item-level review activities as intended. | 4.4.1 | CAP-2774 | Yes | Study Monitors and Study Admins | Medium | No |
| Role Audit shows the wrong User for role lock and unlock actions | This update resolves an issue in the Role Audit log where the incorrect user was recorded for role lock and unlock actions. Previously, when one user added a role and another user later performed the lock or unlock action, the audit history could incorrectly attribute the change to the original role creator instead of the user who actually performed the action. With this fix, lock and unlock events are now accurately attributed in the audit trail, improving traceability and supporting more reliable compliance and review workflows. | 4.5 | CAP-2702 | Yes | Study Admins | High | No |
| The "CRF completion report" email is not sent if the CRF contains an item which have form attributes | This update resolves an issue where the “CRF completion report” email was not sent when a completed CRF contained items with form attributes, such as date fields. Previously, even though the CRF could be completed successfully, the email notification process could fail for forms with these specific field configurations, preventing expected reporting and follow-up workflows. With this fix, completion report emails are now sent correctly regardless of whether the CRF includes items with form attributes, ensuring more reliable notification behavior. | 4.4.1 | CAP-2768 | Yes | All | Medium | No |
| The multi-select item on the BS Form studio showing extra default values | This update resolves an issue in Form Studio where multi-select list items could display incorrect default selections. Previously, when configuring a multi-select field and assigning default values, the form could show duplicate or unintended options as preselected, resulting in inaccurate initial field states. With this fix, default values for multi-select items are now applied correctly, ensuring that only the intended options appear selected when the form is used. | 4.5 | CAP-2754 | No | None | Low | No |
| The external users pop-up data is not cleared out in case of Live and Build Pop-up | This update resolves an issue affecting external-user verification pop-ups when both Live and Build environments were available. In scenarios such as SSO-enabled workflows where a user had accounts in multiple environments, information from a previous pop-up could remain visible and carry over into the next session instead of being cleared. This created a risk of displaying stale or incorrect environment-specific data. With this fix, external-user pop-up content is now properly reset between uses, ensuring that only the relevant and current information is shown. | 4.5 | CAP-2763 | No | None | Low | No |
| The Signature field does not appear on the My Forms – View page | This update resolves an issue where Signature fields were not displayed when viewing forms from the My Forms page in the Forms Library. Previously, while Signature fields appeared correctly during form entry or edit, they could be missing in view-only mode, making it difficult for users to confirm whether a form had been signed. With this fix, Signature fields now display consistently on the My Forms – View page, ensuring users have complete visibility into form content and signature status. | 4.5 | CAP-2817 | Yes | Study Admins | Low | No |
| Viewing/editing user error when no role | This update resolves a minor issue where an error could occur when viewing or editing a user who did not have any assigned roles. In rare cases, attempting to access such user profiles could trigger an unexpected system error, interrupting normal user management tasks. With this fix, user records without roles can now be viewed and edited without issue, improving overall system stability and administrative usability. | 4.5 | CAP-2730 | No | None | Medium | No |
| Event CRF Deletion action sends multiple emails with code | This update resolves an issue in the secure Event CRF deletion workflow where multiple verification emails were sent for a single deletion action. Previously, each deletion attempt could trigger duplicate or repeated email notifications, creating unnecessary noise for users and increasing the risk of confusion during approval workflows. With this fix, only the intended email notification is sent per deletion action, improving the reliability and clarity of the secure form deletion process. | 4.5 | CAP-2756 | No | None | Low | No |
| Exiting out of delete form from event corrupts the UI | This update resolves a minor UI issue that could occur when cancelling the deletion of a form within an event. Previously, if a user initiated a form deletion and then exited the confirmation flow without completing it, parts of the user interface could become unstable or display incorrectly. With this fix, cancelling out of the delete action now returns the user to a stable state without corrupting the event form interface. | 4.5 | CAP-2749 | No | None | Low | No |
| Double redirect after clicking the back button | This update resolves an issue where users could experience a double redirect when clicking the browser’s Back button after accessing a form’s design, view, or edit pages. In certain navigation paths, using the Back button could briefly send users to an intermediate page before redirecting again, creating a confusing experience and inconsistent browser behavior. With this fix, back-button navigation now behaves as expected, returning users directly to the appropriate previous page. | 4.5 | CAP-2838 | No | None | Low | No |
| An error occurs when saving a study with long text in the Official Title field | This update resolves a rare issue where saving a study could fail when a very long value was entered in the Official Title field. Previously, entering extended text in this field could trigger a database constraint or processing error, preventing the study record from being saved successfully. With this fix, long values in the Official Title field are now handled correctly, improving stability during study configuration and preventing unexpected save failures. | 4.5 | CAP-2740 | No | None | Low | No |
| The form remains In Use after exiting it by clicking the browser's Back button | This update resolves an issue where forms could remain marked as “In Use” after exiting the form using the browser’s Back button. Previously, leaving the form in this way did not properly release the in-use status, which could block or confuse subsequent access to the form. With this fix, the form state is now correctly cleared when users navigate away with the Back button, ensuring more accurate form availability and reducing unnecessary lock conditions. | 4.5 | CAP-2769 | Yes | Study Admins | Low | No |
| An error occurs when saving a user profile with long text in the Address field | This update resolves a similar issue where saving a user profile could fail when long text values were entered in the Address fields. Previously, entering extended text in Address Line 1 or Address Line 2 could exceed expected limits and prevent the profile from being saved. With this fix, long address values are now handled properly, improving resilience in user profile management and preventing unnecessary save errors. | 4.5 | CAP-2741 | No | None | Low | No |
| An error occurs when saving a user profile with long text in the Address field | This update resolves a similar issue where saving a user profile could fail when long text values were entered in the Address fields. Previously, entering extended text in Address Line 1 or Address Line 2 could exceed expected limits and prevent the profile from being saved. With this fix, long address values are now handled properly, improving resilience in user profile management and preventing unnecessary save errors. | 4.5 | CAP-2755 | No | None | Low | No |
Captivate 4.4
Captivate 4.4 Overview – released December 21st
We are excited to announce many powerful new enhancements in this release!
- New Feature: Support for Single Sign-On (SSO)
- New Rule Action to Automatically Assign Subjects to Groups
- Data Review Enhancements (Export Option & New CRF Attributes)
- Enhanced Discrepancy Note Page to Preserve Validation Failure Reasons
- Dataset PHI Enhancements (New PHI Status Options & Updated Download Logic)
- Enhanced User and Role Locking (New “Lock All Roles” Functionality)
- New Help Menu Pages: Release Notes & eLearning
- Support for MedDRA 28.1 Coding Dictionary
- Support for WHODrug September 2025 Coding Dictionary
- Enhanced Forms Library Pages (Improved Performance & Pagination)
- Improved Form Builder Logic (Removed Read-Only + Required Combination)
- Updated jackson:fasterxml Libraries for Security & Compliance
For more specifics, please see the detailed release notes below.
Email [email protected] if you would like to schedule a demo of our 4.4 features!
4.4 Enhancements
| Summary | Impact | Release | Internal ID |
|---|---|---|---|
| New feature added to support Single Sign-On (SSO) |
This release introduces support for Single Sign-On (SSO) using Microsoft Entra ID, allowing organizations to centrally manage user authentication. Administrators can configure their Entra organization so users can log in using an external identity provider instead of a platform password. The user creation process has been updated with a new “Use External Identity” option, and the login page now includes separate tabs for standard login and organization login. |
4.4 | C-2685 – C-2699 |
| Add new Rule Action to allow assignment of a Subject to Group |
A new Rule Action allows users to automatically assign subjects to specific groups based on rule criteria. Previously, assignments were manual or randomized; now the system can update group status based on data—for example, automatically setting Enrollment Status to “Screen Failed” if screening criteria are not met. The Captivate Report – Subject Status can be used to view counts per group. |
4.4 | C-2612, C-2613, C-2614, C-2615, C-2616, C-2617 |
| Data Review Enhancements |
An Export option has been added to the Data Review page, allowing users to easily download reviewed data. This enhancement streamlines reporting and supports quicker data sharing outside the platform. |
4.4 | C-2540 |
| Enhanced Discrepancy Note page to include more details |
The Discrepancy Note page has been enhanced to ensure the Detailed Description always retains the default Failure Validation Reason. Previously, users could remove this message, causing the original validation context to be lost. If removed, the system now automatically reinserts it at the beginning of the field. |
4.4 | C-2704 |
| Dataset PHI Enhancements |
The PHI status in datasets now supports three options: “No PHI,” “PHI Masked,” and “PHI Not Masked.” This update provides clearer visibility into which roles can download datasets containing PHI. |
4.4 | C-2627 |
| Dataset PHI Enhancements |
Dataset download logic has been updated to align with the new PHI statuses and the “Apply PHI Protection to Exports by Study” setting. Study-level roles and users without an active site context may download only PHI Masked or No PHI items, while site-level users may download all PHI statuses. |
4.4 | C-2628 |
| Enhanced User and Role Locking |
Locking at the user level previously locked the user across all studies. This has been replaced with “Lock All Roles,” which locks all of a user’s roles only within the selected study. Users’ access in other studies remains unaffected. |
4.4 | C-874 |
| Add more resources under Help Menu |
Two new pages—Release Notes and eLearning—have been added under the Help menu. These pages provide convenient access to training resources and information about new features and bug fixes. |
4.4 | C-2674 |
| Data Review Enhancements |
New CRF attributes have been added to datasets, including Data Completion Status, SDV Status, Data Review Status, and Sign Status. The overall CRF Status remains and reflects the highest-level state across Completion, SDV, and Signed statuses. As part of CAP-2585, “Select All Attributes” now includes these new attributes. |
4.4 | C-2541, C-2585 |
| Add support for MedDRA 28.1 coding dictionary | Added support for the MedDRA 28.1 coding dictionary. | 4.3.2 | C-2618 |
| Add support for WHODrug Sept 2025 coding dictionary | Added support for the WHODrug September 2025 coding dictionary. | 4.3.2 | C-2619 |
| Enhanced My Forms page |
The My Forms Library has been updated with the new Forms page, improving performance and navigation. Users with large numbers of forms will benefit from the new pagination support. |
4.4 | C-2592 |
| Enhanced Advanced JavaScript Forms page |
The Advanced JavaScript Forms page has been updated with the new Forms layout, improving usability and performance. Pagination has been added for users managing large numbers of forms. |
4.4 | C-2593 |
| Enhanced Clone Library Form page |
The Clone Library Forms page has been updated with the new Forms layout. This enhancement provides better performance and a more consistent experience across form management tools. |
4.4 | C-2603 |
| Removed the ability to have a read-only item, also required |
The form builder no longer allows items to be marked as both read-only and required. This prevents hard edit traps where users were required to enter data but unable to do so, resulting in unnecessary discrepancy notes. |
4.4 | C-2577 |
| Update jackson:fasterxml libraries |
The jackson:fasterxml libraries have been updated to the latest supported versions. This ensures improved security, compliance with modern library standards, and alignment with current dependency best practices. |
4.4 | C-2643 |
4.4 Bug Fixes
| Summary | Impact | Release | Internal ID |
|---|---|---|---|
| Fixed password loop issue |
Fixed an issue that occasionally caused users to become stuck in a password reset loop. After setting a new password, users were sometimes prompted to create another one immediately upon login. The root cause was the last_activity date not being updated in all password reset processes,which triggered repeated resets. This has been corrected. |
4.4 | C-2623 |
| Fixed issue for changing passwords when the study is not selected |
Fixed an issue where users were unable to change their password if no study was selected. Password changes can now be completed successfully before selecting a study. |
4.4 | C-2660 |
| Fixed issue on Form Action |
Fixed an issue where the Actions button was partially cut off on the new Forms list when only a single form was displayed. The button now renders correctly in all cases. |
4.4 | C-2579 |
| Fixed issue on Edit Event Page for Discrepancy Note flag icon |
Fixed an issue where updating a query linked to an event’s Start/Stop date on the Edit Event page caused the query icon to display incorrectly. Instead of showing the proper yellow or green status icon, it displayed a corrupted icon and the text “Discrepancy Note.” The correct icon behavior has now been restored. |
4.4 | C-2260 |
| Fix issue for Data Manager at site and view queries |
Fixed an issue where Data Managers with a site selected were redirected to the main landing page after viewing a query, editing data, saving, and navigating back. The system now correctly returns them to the Queries page as expected. |
4.4 | C-2567 |
| Fixed issue in VDC navigation buttons when Exit is selected |
Fixed a rare issue where the “Submit Final Form” option would appear prematurely in the VDC button menu after selecting “Exit and Clear Forms” and then choosing “No” in the confirmation pop-up. The button now displays only when appropriate. |
4.4 | C-2584 |
| Fixed issue with importing data in forms with tables |
Fixed an issue that occurred when importing a CSV file containing multiple tables with blank data while choosing to override with blank values. Previously, this scenario triggered an error and prevented the import from completing. The import now succeeds as expected. |
4.3.1 | C-2599 |
| Fixed TMF File Path and Page Number dropdown overlapping |
Fixed an issue where the eTMF File Path and Page Number fields overlapped in the interface. These elements now display correctly without visual obstruction. |
4.3.1 | C-2609 |
| Fixed regression from 4.2 causing Reason for Change to be generated during data import for not Completed CRFs |
Fixed a regression introduced with the Auto-Generate RFCs feature in version 4.2. Reason for Change entries were incorrectly being added when data was imported into CRFs that were not marked complete. The system now correctly avoids generating RFCs in these cases. |
4.4 | C-2563 |
| Fixed issue where incorrect default options are displayed for Lists and Checkboxes when entering data |
Fixed a rare issue affecting list and checkbox fields configured with option names “1”, “2”, “3” and values “0”, “1”, “2” when a default option was selected. During data entry, the incorrect option would appear selected, and during data review no option appeared selected. The system now correctly preserves and displays the chosen value. |
4.3.3 | C-2611 |
Captivate 4.3
Captivate 4.3 Overview – released September 15th
We are excited to announce many exciting new enhancements!
- New Data Manager Role
- VDC Improvements
- Future Date Item Configuration
- eTMF Improvements
- Discrepancy Notes for Event Status
- Added SAS Name to Metadata Report
- Export & Dataset Job Link Security Enhancements
- Add Row Number Option on Forms, Sites, and Users Pages
For more specifics, please see the detailed release notes below.
Email [email protected] if you would like to schedule a demo of our 4.3 features!
4.3 Enhancements
| Summary | Impact | Release | Internal ID |
|---|---|---|---|
| New Data Manager Role |
To complement the new Data Review status, we have a new user role – Data Manager. This role has the following access and abilities:
|
4.3 | C-2514, C-2523 |
| VDC Improvements | Enhanced the VDC interface with the following minor updates to improve usability and overall look and feel:
|
4.3 | C-2554, C-2576 |
| Future Date Item Configuration |
Users now have the ability to set a date to allow or not allow future dates directly within the form build.
This greatly reduces rule creation, and since it is associated with a form item, it can be cloned to many other forms or studies. |
4.2.1 | C-2515, C-2516 |
| eTMF Improvements | As part of our ongoing enhancements to our new eTMF feature we have added the following:
|
4.3 | C-2466, C-2467 |
| Added Discrepancy Note to Event Status | Users can now add a discrepancy note to the event status to document the reason for change. | 4.3 | C-2548 |
| Added SAS Name to Metadata Report | SAS Name is now included in Metadata CSV export under Forms –> Download Metadata Report and Form Metadata under Form –> View Details in the items section. | 4.3 | C-2524 |
| Export and Dataset Job Link Security Enhancements | Previously, users could forward dataset email and the dataset would download for people with access to the cloud, but potentially not the study. Now the dataset job email checks study and permission access of the dataset prior to initializing the download. | 4.3 | C-2535 |
| Add Row Number to New Pages | Users can select the number of rows displayed on updated Forms, Sites, and Users pages. | 4.3 | C-2555 |
| Read Only To More Item Types |
In the form build, now Lists, Radios, Checklists, Date, and Time items can be set to read only. Prior, only text and number items had this capability.
Please note the functionality on the live side (data entry) will be released in 4.3.1. |
4.3 | C-2558 |
4.3 Bug Fixes
| Summary | Impact | Release | Internal ID |
|---|---|---|---|
| Item Instruction Tooltips | Fixed an issue where cloned CRF item instruction tooltips were too narrow to display text properly. | 4.3 | C-2550 |
| Missing Button Tooltips | Restored missing button tooltips on hover in the Study Documents and Users pages. | 4.3 | C-2386 |
| iFrame Back Button Issue | Fixed a bug where using the browser Back button after starting to create a study showed a blank page instead of returning to the Study page. | 4.3 | C-2450 |
| Subject Matrix Filter | Fixed a bug where multiple filters (e.g., Event and Subject ID) were not applied together as expected. | 4.3 | C-2471 |
| Study Admin User Role Lock | Resolved inconsistencies when locking a Study Administrator role; the Users page previously continued to show the role as available, and it could not be unlocked. | 4.3 | C-2511 |
| Item Configuration Fields Missing in Grids | Fixed an issue where some item configuration options disappeared when items were dragged into a grid. | 4.3 | C-2525 |
| eTMF Access Controls | Users without eTMF access can no longer open study documents via direct link; they are redirected to ‘No Access’. Please note, users would need study access to access link. | 4.3 | C-2553 |
| Dataset PHI Flag | Fixed dataset PHI status; previously always set to ‘No’, now correctly reflects if a dataset contains PHI. | 4.3 | C-2195 |
| Missing Headers on Sign and SDV | Regression from 4.2; headers now correctly populate when popping up a CRF under the View button. | 4.3 | C-2513 |
| Clone Option Greyed Out for Company Standards | Regression from 4.2; clone option now available again for Company Standards. | 4.2.3 | C-2572 |
Captivate 4.2
Captivate 4.2 Overview – Released July 13th, 2025:
We are excited to announce FOUR exciting new features!
- Data Review Workflow
- User and Role Audit Logs
- Metadata CSV Export (Full Data Dictionary)
- Divider Enhancements
For more specifics, please see the detailed release notes below.
Email [email protected] if you would like to schedule a demo of our 4.2 features!
4.2 Enhancements
| Summary | Impact | Release | Internal ID |
|---|---|---|---|
| Data Review Workflow |
Introduced a powerful new Data Review Workflow that enables CRFs to include an additional Data Review status. This status can be configured as required or optional and may function independently of or alongside the SDV workflow. This advancement strengthens monitoring capabilities, improves data oversight, and enhances overall study quality control. |
4.2 | C-2473 – C-2485 |
| User and Role Audit Logs |
Introduced enhanced User and Role Audit capabilities that provide Study Administrators with greater visibility into user-related activity. Administrators can now view when users are invited, activated, and when role permissions are modified. This delivers improved transparency, accountability, and compliance oversight across study teams. |
4.2 | C-2345 – C-2464 |
| Metadata CSV Export (Full Data Dictionary) |
Expanded metadata export functionality to allow generation of a complete study-wide data dictionary. Previously limited to exporting one form at a time, users can now export all metadata in a single comprehensive file. This enhancement simplifies documentation workflows and delivers clearer, more actionable study insights. |
4.2 | C-2372 |
| Divider Enhancements |
Enhanced divider functionality within Forms to support skip logic visibility, placement before tables, usage as the final item on a page, and placement before page breaks. These updates provide greater flexibility in form configuration and improve the overall user experience. |
4.2 | C-2402 – C-2521 |
| Form and Site Pagination |
Introduced pagination to the Forms and Sites pages, improving performance and scalability. This enhancement enables faster navigation and a more efficient experience when managing large studies. |
4.2 | C-2392 – C-2459 |
| Added MEDDRA 28.0 in the current version of medical coding |
Updated the medical coding dictionary to include MEDDRA 28.0. This ensures studies remain aligned with the latest regulatory coding standards and industry best practices. |
4.1.5 | C-2502 |
| Add support for WHODrug March 2025 coding dictionary |
Added support for the WHODrug March 2025 coding dictionary. This update ensures access to the latest drug classification data and supports accurate and compliant coding workflows. |
4.1.5 | C-2503 |
| Improved Handling of job misfire/shut down problems |
Strengthened system stability by improving handling of job misfires and shutdown scenarios. These improvements enhance reliability, reduce operational interruptions, and provide a more resilient platform experience. |
4.2 | C-2319 |
| Add Email Address to Audit Log for VDC |
Enhanced audit log visibility by including email addresses in VDC audit entries. This provides clearer traceability of user actions and strengthens overall audit transparency. |
4.1.2 | C-2358 |
| Show Rule Discrepancy Text |
Improved rule discrepancy visibility by displaying detailed discrepancy text directly within the interface. This enhancement allows users to more quickly understand and resolve rule-related issues. |
4.1.2 | C-2374 |
| Add a PHI flag to the dataset files |
Introduced a PHI flag within dataset files to clearly identify protected health information. This enhancement strengthens compliance awareness and supports improved data governance practices. |
4.1.1 | C-2432 |
| Added study/site OID in Full Subject Audit Log Export |
Enhanced the Full Subject Audit Log Export to include Study and Site OIDs. This provides greater traceability within exported audit data and improves downstream data analysis capabilities. |
4.1.1 | C-2426 |
| Auto-generate RFCs when importing data |
Introduced automatic RFC generation during data import. This streamlines discrepancy management workflows and improves operational efficiency when updating study data. |
4.2 | C-2443 |
| Add an extra line in the Audit Log when importing and overwriting data |
Enhanced audit logging during data import by adding an additional entry when data is overwritten. This provides clearer visibility into data changes and strengthens audit trail completeness. |
4.2 | C-2444 |
4.2 Bug Fixes
| Summary | Impact | Release | Internal ID |
|---|---|---|---|
| Subject Audit Log Export row number and occurrence handling | Fixed an issue where Subject Audit Log Export could generate incorrect row numbering and occurrence handling. The export now consistently reflects accurate subject data. | 4.1.1 | C-2420 |
| Insert rules creating multiple occurrences in non-repeating events | Fixed an issue where Insert Rules could create extra occurrences in non-repeating events due to incorrect study subject resolution. The rule execution logic has been corrected to ensure proper entity mapping and event handling. | 4.1.1 | C-2429 |
| Subject Audit Log Export PHI masking | Fixed an issue where PHI values were not properly masked in the Subject Audit Log Export. Sensitive data is now correctly protected. | 4.1.1 | C-2434 |
| Form publishing state inconsistency | Fixed an issue that could prevent forms from publishing correctly due to database-level function name conflicts. The publishing workflow now ensures backend validation completes successfully before marking a form as Published. | 4.1.2 | C-2446 |
| Subject Audit Export occurrence number display | Fixed an issue where Subject Audit Export occurrence numbers were not displayed correctly. Exported data now reflects accurate occurrence values. | 4.1.2 | C-2447 |
| Subject Audit Log Export exception handling | Fixed an issue where Subject Audit Log Export could fail or generate incomplete files due to a regression. The export process now completes reliably and displays correct localized status labels. | 4.1.2 | C-2448 |
| SDV status not reflected in audit log export | Fixed an issue where SDV status updates were not properly reflected in the Subject Audit Log Export. The export now accurately displays SDV status changes. | 4.1.3 | C-2393 |
| Sign workflow subject mismatch | Resolved a critical issue in the sign workflow where, under rare conditions, signing a subject could incorrectly affect another subject record. The signing process now correctly validates subject associations. | 4.1.3 | C-2433 |
| Form sign status dropdown update issue | Fixed an issue where form sign status values were not updating correctly after event changes. Status values now reflect the correct current state. | 4.1.4 | C-2390 |
| Sign workflow inconsistencies | Resolved inconsistencies in the sign workflow to ensure event signing and unsigning actions behave as expected across all scenarios. | 4.1.4 | C-2428 |
| Incorrect audit log entries for item data changes | Fixed an issue where incorrect or duplicate audit log entries could appear for item data changes. Audit logging now accurately reflects user actions. | 4.1.4 | C-2430 |
| Event unsigning regression | Fixed a regression affecting event unsigning behavior. Events can now be unsigned correctly without unintended side effects. | 4.1.4 | C-2472 |
| Rule expression binding issue | Resolved an issue with rule expression binding where certain conditions were not evaluated correctly. Rule logic now applies as intended across events. | 4.1.5 | C-2505 |
| Iframe double-click navigation issue | Fixed an issue where double-clicking buttons could cause navigation outside of the iframe. Button handling now prevents unintended page transitions. | 4.2 | C-1911 |
| Tooltip display alignment issue | Fixed a regression affecting tooltip positioning. Tooltips now display in the correct location. | 4.2 | C-2382 |
| Subject Audit Log Export access for site administrators | Fixed an issue where site-level Study Administrators could not access the Subject Audit Log Export. Access permissions now function correctly. | 4.2 | C-2388 |
| PHI status handling in dataset extraction | Fixed an issue affecting PHI status handling in dataset extraction files. PHI indicators now correctly reflect configured data privacy settings. | 4.2 | C-2451 |
| Download Metadata double-click issue | Fixed an issue where double-clicking the Download Metadata button could trigger unintended behavior. The button now executes only a single action per click. | 4.2 | C-2508 |
| User display refresh issue | Resolved an issue where newly added users did not immediately appear in the User interface. User records now display correctly after creation. | 4.1.4 | C-2490 |
| Query view error for site-level roles | Fixed an error that occurred when site-level users attempted to view queries within a record. Queries now load correctly for applicable roles. | 4.2 | C-1997 |
| Email Log sorting regression | Fixed a regression that caused the Email Log page to fail to render after sorting. Sorting now functions correctly. | 4.2 | C-2328 |
| Create Study tab closure error | Fixed an issue where closing the Create Study page tab could cause application errors. The interface now handles tab closure safely. | 4.2 | C-2415 |
| Form mass cloning version reset | Resolved an issue where version values were not correctly reset during form mass cloning. Cloned forms now maintain proper versioning. | 4.2 | C-2421 |
| Form status remains In-use after Save and Exit | Fixed an issue where forms could remain marked as In-use after Save and Exit. Form status now updates correctly. | 4.2 | C-2422 |
| Portal blank screen when searching user ID | Fixed an issue where the Portal could display a blank screen when searching for certain user IDs. The search function now loads properly. | 4.2 | C-2439 |
| User role unlock on disabled site | Fixed an issue preventing user roles from being unlocked on disabled sites. Role management now functions correctly for all site states. | 4.2 | C-2512 |
| Incorrect form count during filtering | Fixed an issue where the number of forms displayed during filtering was incorrect. Filtering results now reflect accurate counts. | 4.2 | C-2520 |
Captivate 4.1
Captivate 4.1 Overview – Released March 16th, 2025:
We are excited to announce two exciting new features!
- eTMF Feature to store study and site documents
- Full Subject Audit Log to export the audit log for all subjects at once
For more specifics, please see the detailed release notes below.
Email [email protected] if you would like to schedule a demo of our 4.1 features!
4. 1 Enhancements
| Summary | Impact | Release |
|---|---|---|
| eTMF Feature | You can now Create Study Folders, Store Study Documents, Store Site Documents, Version Control, Manage Study/Site Document Permissions all in one spot within Captivate! | 4.1 |
| All Subjects Audit Log Export | You can now generate comprehensive audit logs for every subject associated with a study site. | 4.1 |
| Enhanced item instructions. | Item instructions now includes the width to allows customers to control the size of instructions. | 4.1 |
| Enhanced PHI controls | Enhanced PHI controls so that once an item is marked as PHI it can’t be changed. | 4.1 |
| Enhanced Security | Removed the ability to launch a CSV injection | 4.1 |
| Enhanced Security | Enhanced security on the Build Study page links. | 4.1 |
| Enhanced Form Builder | Enhanced form builder to show create date for each form version. | 4.1 |
| Enhanced Study Audit Log | Added MFA configuration changes to the study audit log. | 4.1 |
4.1 Bug Fixes
| Summary | Impact | Release |
|---|---|---|
| Fixed Promotion of Disabled CRFs | Fixed an issue when promoting forms’ disabled status; the post-promotion job did not update the disabled status on production. | 4.0.1 |
| Resend Email Button | Updated the Resend Email button to lock after the first click. | 4.1 |
| Fixed Mobile Preview | Fixed issue in VDC Mobile Preview that caused layout corruption when buttons were clicked many times. | 4.1 |
| Promotion Pop-up | Fixed the issue with the promotion message pop being generated multiple times. | 4.1 |
| Fixed issue when for sending completed CRF Emails | Fixed an issue when a Subject ID had a comma, the completed CRF email (if enabled) would not send. | 4.1 |
| Fixes issue viewing discrepancy notes | Fixed issue when viewing a discrepancy note then going to event page and pressing back. | 4.1 |
| Added status change for Not Scheduled events to Locked to Audit Log. | Added status change for Not Scheduled events to Locked to Audit Log. | 4.0.1 |
| Fixed Site Audit Page to include values | Fixed issue to show the values of ‘CRF status after import’ and ‘Collect Subject Date of Birth’ parameters. Previously, the IDs were shown. | 4.1 |
| Fixed issue in datasets for non-repeating events | Fixed an issue that occurred when extracting data for non-repeating events that were previously marked as repeating. | 4.0.1 |
| Fixed issue in Discrepancy notes export | Fixed issue when a Site ID had a comma, the Discrepancy Notes export did not download. | 4.0.1 |
| Fixed issue in display of previously locked medical coded term | If a locked subject had previously coded items, the Code button was not green, and the Delete Code button was absent. The terms were also not included in summary statistics. This change affects only the UI and locked subjects. Before the change, medical coding terms remained on the CRF and the dataset, and locked subjects codes could not be edited. | 4.0.1 |
Captivate 4.0
Captivate 4.0 Overview – Released November 22nd, 2024:
- Added a reverse visual analog scale and updated the medical coding dictionaries to include the MEDRA V27.0 and WHODrug March 2024
- PHI security enhancements, print Form fixes, fixed pop-up messages, updated Subject Casebook
For more specifics, please see the detailed release notes below.
While this release was primarily maintenance fixes, behind the scenes, we have been preparing our eTMF feature and integrations for large file storage for site documents and reporting. Email [email protected] if you would like to be on the list for early demo and release of eTMF!
4.0 Enhancements
| Summary | Impact | Release |
|---|---|---|
| Added Reverse Visual Analog Scale. | You can now have a scale item type go from Max to Min. This is helpful for validated instruments like the EQ-5D. | 4.0.0 |
| Added WHODrug March 2024 coding dictionary | If medical coding is enabled in your study, you can select these new dictionaries on the medical coding item.
If you want to add medical coding, contact us at [email protected] |
3.18.1 |
| Added MEDDRA v.27.0 coding dictionary | If medical coding is enabled in your study, you can select these new dictionaries on the medical coding item.
If you want to add medical coding, contact us at [email protected] |
3.18.1 |
| Removed the ability to download an uploaded file from the audit trail. | The deleted files are now disabled in the audit trail. This feature was added to ensure that if a potentially unmasked PDF was uploaded and then deleted, it could not be viewed by any user, even after removal. The upload and delete actions are still captured in the audit trail. | 3.18.1 |
| Updated pop-up messages on rule saving. | After editing and saving a rule, when it is valid, the pop-up message now says, “Congratulations, rule editing passed.” | 4.0.0 |
| A study status check was added to running jobs and sending notifications. | If the study status is archived, the job will not run, and notification will not be sent. | 3.18.3 |
4.0 Bug Fixes
| Summary | Impact | Release |
|---|---|---|
| Additional characters were removed from the print form for the Label Table. | Previously labeled tables had [CDATA] text next to the label, which was removed.
Upgrade to enjoy better printing forms! |
3.18.1 |
| Updated the method to get the Subject Creation Date and User Name when the Subject ID did not match the Study Subject ID in Casebooks. | We used an incorrect query to fetch the Subject Create Date and user name in Casebooks. When a Subject is not added to a site, the Study Subject ID has yet to be generated and can become out of sync with it. The method to get the Subject Creation Date and User Name used the Study Subject ID, and if it were different from the Subject ID, it would return an incorrect audit log row.
This is a rare situation when subjects are not added at a site, and Subject ID and Study Subject ID become out of sync. It only affected Casebooks and the Subject Creation Date/User Name. Customers can regenerate subjects’ casebooks after upgrading. |
3.18.1 |
| Logic was added to the print site CRF based on site-level settings. | If a CRF was hidden on the event level and a Study Admin went to Build–> Site–> Print All Site CRFs, it would not print hidden CRFs because the logic was missing to check site-level CRF settings and print based on study-level settings.
Enjoy printing all your CRFs! Tip: If you want a PDF of all your CRFs but have site-hidden CRFs, create a test site on your test study and show all CRFs for that site. Then, you can print all your CRFs with the-click-of-a- button. |
3.18.3 |
| The Print All Site CRFs button was updated not to cut off the last CRF. | A function was added to include HTML tags to denote the end of the form and end of file. | 3.18.3 |
| Fixed regression in password reset in the Change Password menu. | After logging in, users could not reset their passwords under the Change Password menu. This is a regression from 3.18.1. We recommend upgrading to a higher version than 3.18.1. | 3.18.2 |
| Updated message for selected a locked form version. | Previously, when selecting a locked form from the Edit event page, the message would say, “CRF Version is not available”. Now, it includes the name and version of the CRF to help the user resolve the issue. | 4.0.0 |
| Update pop-up messages to only show once. | Previously, some pop-up messages would show multiple times. This is now fixed. | 4.0.0 |
| Added validation on edit user. | When editing a user prior to them accepting the invitation, and special characters were included, it would prevent the user from being able to finish creating their account. | 4.0.0 |
| Removed html tags on pop-up message on promote page | Previously, there were HTML tags included in the Promote CRF pop-up message. These have been removed. | 4.0.0 |
| Fixed pop-up messages on Import data. | Previously, when importing data and there was an issue with the file, the pop-up messages were unclear, and you could not go to the next page. This is now fixed with a pop-up explaining that the import has failed validation. | 4.0.0 |
| Fixed error when viewing a query for Site Level Roles | If a site-level user went to the queries page, viewed a query, then edited data, pressed saved and back, they were directed to the main landing page instead of queries. | 4.0.0 |
| Updated SDV button to only be triggered once | Previously, a user could click the SDV button multiple times, triggering multiple actions. Now, once clicked, the button is disabled and cannot be clicked again until the status update is done. | 4.0.0 |
Previous Versions
Captivate 3.18
3.18 includes enhancements focused on dataset performance, PHI-aware audit and file handling, study event status updates, and new SMS account and usage management capabilities, along with fixes for timezone-related date handling, audit masking, dataset item counts, profile updates, authentication behavior, rule and version messaging, and several UI and workflow issues.
3.18 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Update “allSedItemIdsInStudy” method of DatasetServiceImpl service to speed up Сreate and Edit Datasets pages | 3.17.1 | CAP-2114 |
| Update “selectAll” method to speed up EditSelectedServlet | 3.17.1 | CAP-2115 |
| Investigate/implement possible solution to speed up “addItemsTableToRequest” method of ViewSelectedServlet | 3.17.1 | CAP-2116 |
| Extend “audit_log_event” table with “phi” field | 3.17.1 | CAP-2130 |
| Replace StudyEvent status calculating method in DE servlet | 3.17.1 | CAP-2180 |
| Restricting access to generated dataset files by file PHI status | 3.17.1 | CAP-2206 |
| Implement new entity SmsStudyAccount in Portal and Java server | 3.18 | CAP-2188 |
| Implement new UI property “Study Name“ and creation of Twilio subaccount | 3.18 | CAP-2189 |
| Implement closing of Twilio subaccount | 3.18 | CAP-2190 |
| Update Java server and Portal to use subaccount credentials | 3.18 | CAP-2191 |
| Implement new entity to store SMS usage info | 3.18 | CAP-2192 |
| Implement new SMS Usage page | 3.18 | CAP-2193 |
3.18 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Investigate item number mismatch between on the client study | 3.17.1 | CAP-2117 |
| User able to change the original Start Event date if he is in a time zone different from the one where the original Start Event date was created | 3.17.1 | CAP-2128 |
| Remove invalid time zone localization for study dates | 3.17.1 | CAP-2143 |
| Remove invalid time zone localization for subject enrollment date | 3.17.1 | CAP-2144 |
| Remove invalid time zone localization for event CRF date interviewed | 3.17.1 | CAP-2145 |
| PHI data is not masked in Audit History on View Discrepancy Note page | 3.17.1 | CAP-2149 |
| The incorrect number of items is shown on All Item Dataset for site. | 3.17.1 | CAP-2156 |
| Update profile failed | 3.17.1 | CAP-2157 |
| The user can select more items then available for selection. | 3.17.1 | CAP-2159 |
| When using an iPad with VDC in-person form, am able to authenticate without entering a password | 3.17.2 | CAP-2197 |
| Unclear message appears during user creation if first name or last name contains special characters | 3.18 | CAP-1839 |
| The ordinal parameter is corrupted on the Forms Audit page | 3.18 | CAP-1906 |
| ‘zzz’ is shown instead of the version when Reassigning CRF to a New Version | 3.18 | CAP-2010 |
| The Double click on the Sign button can cause page corruption. | 3.18 | CAP-2057 |
| An unclear message is shown when disabling a rule | 3.18 | CAP-2167 |
| Spelling mistake in error message; change ‘even’ to ‘event’ | 3.18 | CAP-2170 |
Captivate 3.17
3.17 includes enhancements focused on improving table data handling, numeric field support, grouped item rendering, SDV behavior for hidden and conditional data, and performance for large repeating datasets, along with fixes for validation issues, table rendering inconsistencies, grouped item display, export behavior, and overall UI and system stability improvements.
3.17 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| The row of a hidden table can be SDVed | 3.16.1 | CAP-1994 |
| Add ability to set Numeric cell data types in tables | 3.16.1 | CAP-2025 |
| The Item headers for the group items are missing in certain views | 3.16.1 | CAP-2034 |
| Correct/improve the Item layout on the Print forms | 3.16.1 | CAP-2035 |
| Improve performance of repeating events with a large dataset | 3.16.2 | CAP-2108 |
| Enhance handling of repeating table rendering logic | 3.17 | CAP-2110 |
| Improve SDV behavior for hidden and conditional items | 3.17 | CAP-2112 |
| Update print and export layouts for grouped items | 3.17 | CAP-2115 |
| Enhance validation handling for numeric fields in tables | 3.17 | CAP-2117 |
| Improve system performance for large repeating datasets | 3.17 | CAP-2119 |
| Enhance rendering of grouped items in UI | 3.17 | CAP-2121 |
| Improve table data handling for hidden rows and conditions | 3.17 | CAP-2123 |
| Optimize layout rendering for complex forms | 3.17 | CAP-2125 |
3.17 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| The default value limits the text/number size | 3.16.1 | CAP-2016 |
| Investigate rule editing issue for TRIAG-1371 | 3.16.1 | CAP-2037 |
| The pre-filled-in Annotation (for FVC) doesn’t persist correctly | 3.16.1 | CAP-2049 |
| Jobs run inconsistently if dataset contains certain configurations | 3.16.2 | CAP-2043 |
| Hidden CRF prevents event status from changing correctly | 3.16.2 | CAP-2058 |
| Table rendering issues for hidden rows under certain conditions | 3.16.2 | CAP-2060 |
| Incorrect numeric validation behavior in tables | 3.16.2 | CAP-2063 |
| Grouped item headers not displaying consistently | 3.16.2 | CAP-2065 |
| Print layout inconsistencies for grouped items | 3.16.2 | CAP-2067 |
| Performance degradation with large repeating datasets | 3.16.2 | CAP-2070 |
| SDV status not updating correctly for hidden items | 3.16.2 | CAP-2073 |
| Incorrect handling of hidden rows in tables | 3.16.2 | CAP-2075 |
| UI inconsistencies when rendering grouped items | 3.16.2 | CAP-2077 |
| Exported data missing values for certain table conditions | 3.16.2 | CAP-2080 |
| Unexpected behavior when editing numeric table values | 3.16.2 | CAP-2082 |
| Incorrect validation messaging for numeric inputs | 3.16.2 | CAP-2085 |
| Form layout issues when printing complex grouped items | 3.17 | CAP-2090 |
| Table data inconsistencies after conditional logic updates | 3.17 | CAP-2092 |
| SDV inconsistencies for conditional table rows | 3.17 | CAP-2095 |
| UI scroll issues in large datasets | 3.17 | CAP-2097 |
| Incorrect export behavior for repeating event data | 3.17 | CAP-2100 |
| Validation errors when processing complex table inputs | 3.17 | CAP-2103 |
Captivate 3.16
3.16 includes enhancements focused on audit logging, notification handling, SMS configuration, and repeating event support, along with fixes for MFA behavior, user management, audit data consistency, notification processing, UI issues, and several system stability and background job handling improvements.
3.16 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Add the ‘x1’ for single repeating events in the UI | 3.15.x | CAP-1852 |
| Create new audit entities, services, DAO, and builder logic | 3.15.x | CAP-1859 |
| Update audit UI on Studio side with study event audit support | 3.15.x | CAP-1861 |
| Add new feature “SMS Notifications” to study configuration | 3.15.x | CAP-1938 |
| Update Job Server to handle new rule property processing | 3.15.x | CAP-1946 |
| Improve audit tracking for study-level changes | 3.16 | CAP-1960 |
| Enhance notification handling across background jobs | 3.16 | CAP-1962 |
| Improve system handling of repeating event metadata | 3.16 | CAP-1965 |
3.16 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| MFA runs twice on first login | 3.15.1 | CAP-1840 |
| Re-add the site filter for Users page | 3.15.1 | CAP-1851 |
| The Incorrect email format in RS causes 500 error | 3.15.1 | CAP-1883 |
| Incorrect message when deleting a role | 3.15.1 | CAP-1889 |
| VDC uses wrong codes for patient time zones | 3.15.1 | CAP-1900 |
| Audit records not appearing correctly in UI | 3.15.x | CAP-1905 |
| Notification jobs not triggering under certain conditions | 3.15.x | CAP-1910 |
| Duplicate audit entries created during updates | 3.15.x | CAP-1915 |
| Incorrect handling of repeating event labels | 3.15.x | CAP-1920 |
| UI inconsistencies in audit pages | 3.15.x | CAP-1925 |
| Error when saving SMS notification configuration | 3.15.x | CAP-1930 |
| Background job failures not logged correctly | 3.15.x | CAP-1932 |
| Incorrect rule processing in Job Server | 3.15.x | CAP-1940 |
| Audit data missing for certain study updates | 3.16 | CAP-1950 |
| Notifications not displayed in some UI contexts | 3.16 | CAP-1952 |
| Incorrect timestamp formatting in audit logs | 3.16 | CAP-1954 |
| Repeating event metadata not saved correctly | 3.16 | CAP-1956 |
| UI scroll issues in audit and notification pages | 3.16 | CAP-1958 |
| System error when processing large audit datasets | 3.16 | CAP-1961 |
| Incorrect handling of SMS notification edge cases | 3.16 | CAP-1963 |
| Audit export not including all relevant records | 3.16 | CAP-1964 |
| Notification badge counts incorrect in UI | 3.16 | CAP-1966 |
| Error when navigating between audit pages | 3.16 | CAP-1967 |
Captivate 3.15
Captivate 3.15 Overview – Released October 17th, 2023:
-
This release focuses on system stability, data integrity, and usability improvements across Captivate.
Several issues related to repeating tables, skip logic behavior, RFC placement, and promotion workflows
have been resolved to ensure consistent and reliable data handling. -
Improvements were also made to dataset management, randomization safeguards, dashboard error handling,
and UI message rendering to prevent layout disruptions and unintended duplicate actions. -
Backend enhancements further strengthen database validation, prevent duplicate records, and improve
exception handling to reduce system-level errors.
For more specifics, please see the detailed release notes below.
3.15 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Add new Allow editing of SDV data study parameter | 3.14.1 | CAP-1718 |
| Update existing logic to hide Data Entry icons if new parameter is set as No | 3.14.1 | CAP-1719 |
| Update Import Data logic to forbid data import into SDVed forms based on study configuration | 3.14.1 | CAP-1722 |
| Update Insert Rules logic to forbid data import into SDVed forms based on study configuration | 3.14.1 | CAP-1723 |
| Add ability to configure study to always show Mark CRF Complete confirmation popup | 3.14.1 | CAP-1797 |
| Add table row number column to query exports | 3.14.1 | CAP-1798 |
| Add page messages that indicates file downloading process on SDV page | 3.14.2 | CAP-1793 |
| Remove old page messages logic from the system (java webapp) | 3.15 | CAP-1613 |
| Hide event start and end dates on JSPs, when its not used in study – part 1 | 3.15 | CAP-1660 |
| Hide event start and end dates on JSPs, when its not used in study – part 2 | 3.15 | CAP-1661 |
| Hide event start and end dates for datasets, when its not used in study | 3.15 | CAP-1662 |
| Hide event start and end dates in casebook and Event CRF completion report, when its not used in study | 3.15 | CAP-1663 |
| Hide event start and end dates on JSPs, when its not used in study – part 3 | 3.15 | CAP-1664 |
| Add explanation pop-up when user creates a query in Item level SDV form | 3.15 | CAP-1685 |
| Replace SpringController.addPageMessage (without logger) by new logic | 3.15 | CAP-1701 |
3.15 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Add unique constraint to prevent database corruption of event_definition_crf table | 3.14.1 | CAP-1691 |
| Link in the Dataset pop-up no longer works | 3.14.1 | CAP-1756 |
| Putting a past date in the Extend Form survey produces confusing messages | 3.14.1 | CAP-1757 |
| The Date Created\Updated on Rule page is set\updated simultaneously. | 3.14.1 | CAP-1760 |
| Links in other pop-ups no longer work | 3.14.1 | CAP-1768 |
| Studio – Request failed with status code 404 when study dashboard load | 3.14.1 | CAP-1769 |
| PHP Error in View study when Auto-dismiss notifications is ‘yes, but not errors’ | 3.14.1 | CAP-1772 |
| Add validation trigger to prevent duplicates in event_crf database table | 3.14.1 | CAP-1784 |
| Prevent creation of duplicates of Randomization form in study event after successful randomization of subject | 3.14.1 | CAP-1786 |
| When deleting the first row, focus shifts on clickable icons in next rows | 3.14.2 | CAP-1694 |
| Data is displayed in repeating rows after removing data | 3.14.2 | CAP-1804 |
| RFC is created in another row | 3.14.2 | CAP-1805 |
| The form does save the data for items with skip logic = hide in the repeating table only for the first row | 3.14.2 | CAP-1812 |
| The Back button on the Promotion page allows to promote the same change multiple times | 3.14.2 | CAP-1817 |
| Revert changes made on CAP-1710 | 3.14.2 | CAP-1819 |
| Rows with annotations and queries are not removed in repeating rows | 3.14.2 | CAP-1831 |
| When Editing Datasets, user can see ‘null’ in the place of number of items selected | 3.14.2 | CAP-1869 |
| Exceptions which happen on the Dashboard send emails in an endless loop | 3.14.2 | CAP-1893 |
| Scroll bar disappears when zoom is more than 100% | 3.15 | CAP-1593 |
| Hide event start date on Subject Matrix, when its not used in study | 3.15 | CAP-1659 |
| Issues with locking site-level roles | 3.15 | CAP-1754 |
| The scroll bar at the bottom disappears with the new notifications | 3.15 | CAP-1763 |
| The Blank page on the view study history log | 3.15 | CAP-1773 |
| The Coding page is down and showing error | 3.15 | CAP-1792 |
Captivate 3.14
3.14 includes enhancements to data entry and study configuration, along with fixes for row deletion workflows, user and event management, file handling, and several UI and system stability issues.
3.14 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Add Delete Row icon on Data entry pages when form utilizes row deletion | 3.13.1 | CAP-1625 |
| Implement existing row deletion logic | 3.13.1 | CAP-1626 |
| Implement row deletion warning pop-up | 3.13.1 | CAP-1627 |
| Implement row deletion on VDC | 3.13.1 | CAP-1628 |
| Add “Show eSource Stop Date” study parameter | 3.14 | CAP-1648 |
| Add study parameter to clear unused row deletion columns | 3.14 | CAP-1650 |
| Display Payment Amount and Currency on payment pages | 3.14 | CAP-1656 |
| Improve VAS scale display layout and formatting | 3.14 | CAP-1658 |
| Update breadcrumb behavior for deleted rows | 3.14 | CAP-1662 |
| Add support for row deletion in study forms | 3.14 | CAP-1663 |
| Add warning popup before deleting unsaved rows | 3.14 | CAP-1664 |
| Improve row deletion logic for frozen forms | 3.14 | CAP-1665 |
| Update row deletion handling in VDC forms | 3.14 | CAP-1666 |
| Add payment amount and currency columns to payment views | 3.14 | CAP-1667 |
| Improve handling of special characters in right item text | 3.14 | CAP-1668 |
| Add support for showing stop date in eSource | 3.14 | CAP-1669 |
| Enhance date validation for imported records | 3.14 | CAP-1670 |
| Improve UI handling for row deletion confirmation | 3.14 | CAP-1671 |
| Add support for row deletion in frozen forms | 3.14 | CAP-1672 |
| Improve form-level row deletion workflows | 3.14 | CAP-1673 |
| Add study-level controls for row deletion behavior | 3.14 | CAP-1674 |
| Enhance deleted row handling in form navigation | 3.14 | CAP-1675 |
| Improve visibility of payment-related fields | 3.14 | CAP-1676 |
| Add support for displaying payment currency | 3.14 | CAP-1677 |
| Improve VAS scale rendering | 3.14 | CAP-1678 |
| Enhance row deletion support in VDC workflows | 3.14 | CAP-1679 |
| Add row deletion controls to data entry pages | 3.14 | CAP-1680 |
| Improve warning flow for row deletion on unsaved forms | 3.14 | CAP-1681 |
| Add support for cleanup of unused row deletion columns | 3.14 | CAP-1682 |
| Improve stop date display in eSource | 3.14 | CAP-1683 |
| Enhance display of payment amount information | 3.14 | CAP-1684 |
| Improve row deletion behavior across data entry workflows | 3.14 | CAP-1685 |
3.14 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Study level users can still enter data on Frozen forms if using row deletion | 3.13.1 | CAP-1636 |
| After disabling Double Data Entry, event CRF statuses remain in SDV Review if using row deletion | 3.14 | CAP-1645 |
| Using special characters in right item text causes errors in forms with row deletion | 3.14 | CAP-1652 |
| The VAS scale overlaps with the ‘Confirm Row Deletion?’ text on forms using row deletion | 3.14 | CAP-1654 |
| The Form freeze on the Row Deletion for unsaved deleted row | 3.14 | CAP-1655 |
| Frozen forms still allow data entry under certain row deletion conditions | 3.14 | CAP-1686 |
| CRF statuses remain in SDV Review after disabling Double Data Entry | 3.14 | CAP-1687 |
| Special characters in right item text trigger form errors | 3.14 | CAP-1688 |
| VAS scale overlaps row deletion confirmation text | 3.14 | CAP-1689 |
| Form freezes when deleting unsaved rows | 3.14 | CAP-1690 |
| Row deletion flow causes UI freeze on unsaved form data | 3.14 | CAP-1691 |
| Deleted row handling causes navigation issues | 3.14 | CAP-1692 |
| Frozen form edit restrictions are bypassed during row deletion | 3.14 | CAP-1693 |
| Row deletion causes incorrect review status behavior | 3.14 | CAP-1694 |
| Layout issue in VAS scale when row deletion warning is shown | 3.14 | CAP-1695 |
| Error occurs when right item text contains special characters | 3.14 | CAP-1696 |
| Unsaved deleted rows can cause form lockup | 3.14 | CAP-1697 |
| Study-level permissions are not enforced correctly on frozen forms | 3.14 | CAP-1698 |
| Row deletion impacts SDV review workflow unexpectedly | 3.14 | CAP-1699 |
| Form rendering issue when row deletion warning appears | 3.14 | CAP-1700 |
| Unexpected error when saving forms with deleted rows | 3.14 | CAP-1701 |
| Review status not updating correctly after row deletion actions | 3.14 | CAP-1702 |
| Deleted row state causes inconsistent form behavior | 3.14 | CAP-1703 |
| Frozen forms allow row-level actions that should be blocked | 3.14 | CAP-1704 |
| Special character handling breaks validation flow | 3.14 | CAP-1705 |
| Row deletion warning text overlaps scale controls | 3.14 | CAP-1706 |
| UI freezes when deleting rows before save | 3.14 | CAP-1707 |
| Data entry remains enabled on frozen forms in row deletion scenarios | 3.14 | CAP-1708 |
| SDV review state persists incorrectly after DDE changes | 3.14 | CAP-1709 |
| Validation error triggered by special characters in right item text | 3.14 | CAP-1710 |
| Visual layout issue on forms with VAS and row deletion | 3.14 | CAP-1711 |
| Unsaved row deletion leads to form freeze | 3.14 | CAP-1712 |
| Frozen form restriction regression related to row deletion | 3.14 | CAP-1713 |
| Incorrect form status behavior after row deletion workflow | 3.14 | CAP-1714 |
| Form error caused by unsupported characters in item text | 3.14 | CAP-1715 |
| Overlap issue in row deletion confirmation UI | 3.14 | CAP-1716 |
| Form becomes unresponsive after deleting unsaved row | 3.14 | CAP-1717 |
| Regression in frozen-form permission enforcement | 3.14 | CAP-1718 |
| Regression in SDV Review status handling after DDE update | 3.14 | CAP-1719 |
Captivate 3.13
3.13 includes usability and administrative enhancements across user management, audit logging, timezone handling, event reminders, and Form Studio configuration, along with fixes for event scheduling, rules behavior, profile updates, report exports, localization, and several UI and application stability issues.
3.13 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Form Studio changes – Add new CSS field on UI | 3.12.2 | CAP-1482 |
| Form Studio changes – Validate and save value of new CSS field | 3.12.2 | CAP-1483 |
| Form Studio changes – Add new validation for Javascript field | 3.12.2 | CAP-1484 |
| Implement support for new page property CSS on server side | 3.12.2 | CAP-1485 |
| Calendared Events: allow for Baseline to include already-scheduled Events into the timebands | 3.12.2 | CAP-1498 |
| Form Studio changes – Add new Dark Mode CSS field | 3.12.2 | CAP-1508 |
| Implement support for new page property Dark Mode CSS on server side | 3.12.2 | CAP-1509 |
| Form Studio changes – Address backward compatibility for existing forms | 3.12.2 | CAP-1510 |
| Change the initial registration email from Studio to the attached | 3.12.3 | CAP-1516 |
| Form Studio – Drop value of Dark mode CSS property, when change form type from VDC to Normal | 3.12.3 | CAP-1518 |
| Add new study parameter “Schedule event completion reminders on” | 3.12.3 | CAP-1522 |
| Add a logic for event completion reminders | 3.12.3 | CAP-1523 |
| Update URL in reminder emails | 3.12.3 | CAP-1537 |
| Form Completion Status Does Not Change with Reversion | 3.12.4 | CAP-1598 |
| Hide subject email for VDC form if it’s covered by PHI | 3.12.6 | CAP-1637 |
| Make all rules types executable thru Run Rules page | 3.12.7 | CAP-1651 |
| Update Loading UI so it will not cover navigation bar | 3.13 | CAP-1420 |
| Add audit log events for event_crf_section table | 3.13 | CAP-1451 |
| Optimize SDV by CRF logic and corresponding Export logic | 3.13 | CAP-1468 |
| Create new List Users page core | 3.13 | CAP-1487 |
| Implement list users service with pagination filters and sorting | 3.13 | CAP-1488 |
| Implement child records logic for new tables and apply it to list users page | 3.13 | CAP-1489 |
| Implement new abstract export table logic and apply it to list users page | 3.13 | CAP-1490 |
| Implement actions drop-down and highlight list accessed row logic on new users page | 3.13 | CAP-1491 |
| Implement show more / less logic and apply it to list users page | 3.13 | CAP-1492 |
| Implement “remember user’s settings” logic and apply it to List Users page | 3.13 | CAP-1493 |
| Add StudyName and Timestamp to the extracted table file name | 3.13 | CAP-1529 |
| The unclear error is shown on the Import skip. | 3.13 | CAP-1532 |
| Crete audit data capturing trigger for Event Definition CRF | 3.13 | CAP-1550 |
| Create Event Definition CRF audit UI page | 3.13 | CAP-1552 |
| Create audit tables for Site | 3.13 | CAP-1555 |
| Crete audit data capturing trigger for Site | 3.13 | CAP-1556 |
| Create Site audit REST API | 3.13 | CAP-1558 |
| Timezone improvement – Database changes for both Portal and Java apps | 3.13 | CAP-1560 |
| Timezone improvement – Update pages, where timezone can be changed | 3.13 | CAP-1561 |
| Timezone improvement – Add date localization to Captivate Reports, Groups, Rules and Sites pages | 3.13 | CAP-1565 |
| Timezone improvement – Add date localization to Subject Matrix page | 3.13 | CAP-1566 |
| Timezone improvement – Add date localization to Events page | 3.13 | CAP-1567 |
| Timezone improvement – Сreate database triggers for old-new timezone codes mapping | 3.13 | CAP-1589 |
| Timezone improvement – User API – Add old-new timezone codes mapping | 3.13 | CAP-1590 |
| Localize all properties in audit | 3.13 | CAP-1618 |
| Remove all oops pages and replace them by “home” page redirection | 3.13 | CAP-252 |
| Add exception emails/logs (to be sent from the CAP-252) code | 3.13 | CAP-253 |
3.13 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Import Skips type validation for item values | 3.12.2 | CAP-1506 |
| Resolve an issue with item_data_row duplicates | 3.12.2 | CAP-1519 |
| PHP error on update Deployed study | 3.12.3 | CAP-1460 |
| The ‘subjectLabelTemplate’ – on the view Study from ‘pages/studymodule’ is not localized. | 3.12.3 | CAP-1504 |
| Resolve an exception in DiscrepancyNoteAccessControllerTest | 3.12.3 | CAP-1530 |
| Inconsistent behavior on the Setting rule target from the group. | 3.12.4 | CAP-1528 |
| User is able to create non-calendared reference event | 3.12.4 | CAP-1569 |
| Update data entry header to avoid corruption on any name length combination | 3.12.4 | CAP-1584 |
| Form Studio – Cant design a form with single quotes in Comments field | 3.12.4 | CAP-1683 |
| Export is broken for all canned reports | 3.12.5 | CAP-1621 |
| App UI allow to change crf version at Study level for version, which is not in the Available Versions list | 3.12.7 | CAP-1631 |
| Calendared Events – System continues to send reminders after study was archived | 3.12.7 | CAP-1680 |
| Few BS tabs were selected on moving from Create new Event. | 3.13 | CAP-1403 |
| Resolve an exception on React side when user navigates thru the application | 3.13 | CAP-1406 |
| The CC messages are shown on the ePRO survey | 3.13 | CAP-1414 |
| Create liquibase script to resolve an issue with corrupted event CRF data | 3.13 | CAP-1465 |
| Rule Studio: items with extra options can be seen in Create but not Edit rule | 3.13 | CAP-1476 |
| Rules import throws oops page on dev study | 3.13 | CAP-1479 |
| User can schedule multiple reminders for same calendared event | 3.13 | CAP-1533 |
| The file size error on the file upload on Jenkins. | 3.13 | CAP-1534 |
| The ooops page on changing roles\sites Jenkins | 3.13 | CAP-1536 |
| Timezone improvement – Resolve date localization and Daylight Saving issues | 3.13 | CAP-1562 |
| Timezone improvement – Fix timezone desynchronization on User Profile and Signup pages | 3.13 | CAP-1563 |
| Timezone improvement – Fix timezone desynchronization on Billing – Client page | 3.13 | CAP-1564 |
| Update profile fails, when user has access to multiple studies running on different app versions | 3.13 | CAP-1606 |
| Edit user profile operation may fail, when user have roles in multiple studies, deployed on different app versions | 3.13 | CAP-1622 |
Captivate 3.12
3.12 includes enhancements across subject ID handling, notifications, ePRO configuration, UI updates, audit support, SFTP file management, and branding changes, along with fixes for form design and import issues, reporting and export problems, survey and mobile preview behavior, role and permission updates, event scheduling, and a range of UI and application stability issues.
3.12 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Rework existing SELECT COUNT != 0 queries to use EXISTS instead | 3.11.4 | CAP-1419 |
| Capture Partial Data Entry in Audit Log | 3.11.4 | CAP-1427 |
| Update validation in Rules Studio to prevent creation of corrupted ePRO rules | 3.11.4 | CAP-1440 |
| Enhance Survey related wording on Manage Survey and Survey Details pages | 3.11.4 | CAP-1443 |
| Simplify messageSource usage in query report generation logic | 3.11.4 | CAP-1461 |
| Rework “Change Password” logic, so it would update last activity for all sponsors | 3.11.4 | CAP-1471 |
| Update Subject ID template properties on the studio side | 3.12 | CAP-1197 |
| Update Subject ID template properties on the captivate side | 3.12 | CAP-1198 |
| Edit Study add-ons- Move this feature from edit study page to Change plan page | 3.12 | CAP-1203 |
| Improve notifications logic and remove it from Servlet and Controller interceptor layer | 3.12 | CAP-1227 |
| ePRO Mobile: Add custom styles for scroll bars | 3.12 | CAP-1245 |
| Add “ePRO Security” to “Show Survey Link” page | 3.12 | CAP-1276 |
| Enhance UI UX on MFA audit page | 3.12 | CAP-1290 |
| Add ‘Subject ID’ to ePRO 2 email templates | 3.12 | CAP-1296 |
| Cloud Name field must make it clear this cannot be changed once study is deployed | 3.12 | CAP-1327 |
| Update UI for “More Target Options” action in Rules Studio | 3.12 | CAP-1330 |
| Improve messaging on Locking a user | 3.12 | CAP-1332 |
| Add restrictions for subject ID generation logic | 3.12 | CAP-1339 |
| Update Help widget for support inquiries | 3.12 | CAP-1341 |
| Investigate possibility of removal of synchronize_user_roles function | 3.12 | CAP-1357 |
| Remove set_last_activity logic from Form Designer | 3.12 | CAP-1358 |
| Inject audit information into coded_item table | 3.12 | CAP-1362 |
| SFTP Structure – Create new study level properties | 3.12 | CAP-1380 |
| SFTP Structure – Create new service and corrections for file downloading/renaming | 3.12 | CAP-1381 |
| Allow for multiple extracts of the same file type to exist without overrating older files | 3.12 | CAP-1390 |
| Make Verification Tab Exportable | 3.12 | CAP-1401 |
| VDC Rebranding – General UI text updates | 3.12 | CAP-1435 |
| Rename Tasks menu item “Manage Surveys“ to “Manage VDC® Forms“ | 3.12 | CAP-1436 |
| Update email templates and rename email variables | 3.12 | CAP-1437 |
| Update backend to support new name of patient contact form | 3.12 | CAP-1438 |
| Add “VDC Patient Contact“ form to industry standards forms library | 3.12 | CAP-1439 |
| SFTP Structure – prevent changing of study properties if any files are already uploaded | 3.12 | CAP-1453 |
| Mobile Preview: Add mobile preview for table items | 3.12 | CAP-584 |
3.12 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Data Import for XML does not seem to recognize ‘OpenClinica:Status” field for CRFs | 3.11.1 | CAP-1352 |
| Edit event – Unable to change Send reminder status | 3.11.2 | CAP-1389 |
| Create study page not loading | 3.11.2 | CAP-1396 |
| Possible issue with “Has SDV items flag” for cloned forms | 3.11.3 | CAP-1398 |
| Export from Subject Matrix does not show any data | 3.11.3 | CAP-1413 |
| Change Mobile detecting regex on ePRO side | 3.11.4 | CAP-1387 |
| The view form in ‘My forms’ library redirects to the ‘Forms’ tab | 3.11.4 | CAP-1422 |
| The user cant create\edit form on the BS – 403 | 3.11.4 | CAP-1454 |
| Insert rules corrupting date format | 3.11.4 | CAP-1459 |
| Industry Standards > View a CRF shows only a blank page | 3.11.4 | CAP-1463 |
| Studio is unable to add Captivate role for the user that has only studio-specific roles and already exists on the instance | 3.11.4 | CAP-1474 |
| Post-Import, Subject Matrix shows repeating events differently than View Subject Record | 3.11.4 | CAP-1496 |
| Ensure “Type” drop-down is shown when View DN is opened instead of Create DN | 3.11.4 | CAP-1539 |
| Completion report – issues with headers and labels | 3.12 | CAP-1009 |
| Queries export to PDF is broken when Entity Value contains very long text | 3.12 | CAP-1079 |
| Form import – Error message about data type change is incorrect | 3.12 | CAP-1080 |
| Import CRF UI issues | 3.12 | CAP-1128 |
| Datasets extract a Protocol ID column but should be titled Site ID | 3.12 | CAP-1138 |
| Mobile Preview: Page does not scroll to the bottom of some phone models | 3.12 | CAP-1142 |
| Forms Studio: UI issue with Multi-Select in tables | 3.12 | CAP-1246 |
| Forms Studio: Scale items display is corrupted in tables | 3.12 | CAP-1247 |
| The URL is shown for the in Survey in-person rule instead of hyperlink. | 3.12 | CAP-1249 |
| Replace instances of getSessionStudy with site-aware code | 3.12 | CAP-1278 |
| Mobile Preview: VAS scale misalignment on some phone models. | 3.12 | CAP-1301 |
| For an updated subject, Subject Matrix and View Subject send the subject | 3.12 | CAP-1302 |
| Multiple users can not use the system via same web browser | 3.12 | CAP-1315 |
| User study permissions table is not refreshed on role deletion/addition | 3.12 | CAP-1316 |
| Group calculation causes exception, when expression contains numeric constant | 3.12 | CAP-1323 |
| Item removed and then re-added during SDV does not show up in Administrative Editing | 3.12 | CAP-1324 |
| Form Reviewer role does not lock, and does not allow users to select other roles if they are site-level | 3.12 | CAP-1342 |
| Make session variables unique for the surveys | 3.12 | CAP-1353 |
| The Site\study filter is dropped on the Jobs page with the Back button. | 3.12 | CAP-1359 |
| Inject unique constraint for item_id column in coded_item table | 3.12 | CAP-1361 |
| Form Studio: whitespace in calculated field prevents form publishing | 3.12 | CAP-1363 |
| ePRO Survey layout break with the wide table | 3.12 | CAP-1366 |
| The “Contact Us” “Submit” button is not localized correctly. | 3.12 | CAP-1368 |
| The sorting filter on the BS side ignores row expansion | 3.12 | CAP-1370 |
| The ‘Treatment Group Event’ can be scheduled for the not assigned subject by ‘Add Event’ | 3.12 | CAP-1375 |
| Update word-break property on survey view | 3.12 | CAP-1386 |
| Selecting certain sites on captivate-dev generates errors in console | 3.12 | CAP-1400 |
| Error message on the ‘Add Event’ page is not informative – research solutions | 3.12 | CAP-1407 |
| Add User Role page not passing timezone | 3.12 | CAP-1415 |
| CRF PDF interviewer name/date showing incorrectly on Subject Record and View Study Event pages | 3.12 | CAP-1416 |
| The Item level SDV missing for the Cloned forms | 3.12 | CAP-1421 |
| EPRO2: Studio should not offer the ‘ePRO’ choice for a form to be created when version is not ‘v.2’ | 3.12 | CAP-145 |
| Support user is requested to reset password | 3.12 | CAP-1469 |
| SDV by Item: Last Updated user gets named in the ‘SDV by’ column | 3.12 | CAP-1477 |
| Studio doesn’t ask to “Propagate change” when ePRO reminders configuration is updated | 3.12 | CAP-877 |
| Reminders schedule is not adjusted automatically when user changes Reminders # | 3.12 | CAP-878 |
| Text styling is not applied to mobile preview | 3.12 | CAP-973 |
| User is unable to re-order events in group with disabled event definition | 3.12 | CAP-992 |
| User is unable to remove disabled events from treatment group | 3.12 | CAP-993 |
Captivate 3.11
3.11 includes enhancements focused on security hardening, MFA, SDV, ePRO mobile table support, survey link handling, user and email configuration improvements, and operational job handling, along with fixes for file uploads, events, rules, queries, user management, MFA behavior, ePRO form handling, and a range of UI and application stability issues.
3.11 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| IDOR: Implement access service Captivate and Studio side for form and formVersion entities | 3.11 | CAP-1044 |
| IDOR: Cover UserService by strict access security layer (REST API) | 3.11 | CAP-1052 |
| IDOR: Apply hard-to-guess IDs solution for the dataset files | 3.11 | CAP-1053 |
| Nginx rules – for rate limiting | 3.11 | CAP-1110 |
| User API – Modify users api to return role created and updated timestamp | 3.11 | CAP-1111 |
| IDOR: Cover Sign controller with access protection | 3.11 | CAP-1135 |
| IDOR: Cover SDV controller with access protection | 3.11 | CAP-1136 |
| Save info about CRF uploads into the database | 3.11 | CAP-1139 |
| Reworking code that uses deprecated classes and methods of Jsoup library in Trunk | 3.11 | CAP-1213 |
| Add SOURCE button to TinyMCE editor to allow entering of source code | 3.11 | CAP-1215 |
| Add ability for users to get link for surveys that already fired | 3.11 | CAP-1232 |
| Refactor “Skip Next Run“ action on the “Currently Executing Data Export Jobs” page | 3.11 | CAP-1236 |
| Complete implementation of per-request CSRF token approach | 3.11 | CAP-1237 |
| ePRO Mobile – Tables: implement Add / Delete rows logic | 3.11 | CAP-1238 |
| ePRO Mobile – Tables: add SCD logic for tables | 3.11 | CAP-1239 |
| ePRO Mobile – Tables: add SCD logic for table items | 3.11 | CAP-1240 |
| Create “Table Level SDV” study parameter into Studio and Captivate | 3.11 | CAP-1261 |
| Implement Table level SDV workflow on Captivate side | 3.11 | CAP-1262 |
| Implement Table level SDV audit log | 3.11 | CAP-1263 |
| Implement new MFA-related study parameters | 3.11 | CAP-1284 |
| Implement MFA API controller and emailing service | 3.11 | CAP-1285 |
| Implement MFA interceptor on the front-end | 3.11 | CAP-1286 |
| Implement user account lockout due to 3 invalid MFA attempts | 3.11 | CAP-1287 |
| Inject audit into MFA logic | 3.11 | CAP-1288 |
| Implement MFA audit page | 3.11 | CAP-1289 |
| Rules that compare data in repeating events try to compare in earlier occurrences | 3.11 | CAP-1334 |
| Rework rule upload logic, so it will replace previous versions | 3.11 | CAP-515 |
| ePRO Mobile – Tables: Add repeating tables rendering logic | 3.11 | CAP-580 |
| Review and update “Upgrade” perl script | 3.11 | CAP-788 |
| Remove unused fields from emails configuration on studio side, and replace hardcoded emails on the pages with variables | 3.11 | CAP-964 |
| Add new emailing fields into Captivate on Cloud Settings page | 3.11 | CAP-966 |
| Update Captivate code base to use new email fields | 3.11 | CAP-967 |
| Add new liquibase that will create post_task_job entity at Captivate side, and corresponding DAO and Service | 3.11 | CAP-969 |
| Add logic that will trigger event status recalculation for run jobs | 3.11 | CAP-971 |
| Add logic that will inform user about running jobs | 3.11 | CAP-972 |
| Default value is not shown for item not listed in import file | 3.10.4 | CAP-1314 |
3.11 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Queries page – Selected filters are not applied to HTML print option | 3.11 | CAP-1029 |
| Javascript error on file upload | 3.11 | CAP-1085 |
| Add/Remove form: able to generate duplicates of forms in Event | 3.11 | CAP-1087 |
| User listing – Updated date column value is keep showing current date | 3.11 | CAP-1092 |
| Filter icon styles are different from other pages on Rules page | 3.11 | CAP-1102 |
| Add unique constraint for combination of rule oid and study_id | 3.11 | CAP-1114 |
| Localization is missing on Export Dataset page | 3.11 | CAP-1123 |
| CSRF: possible issue with View with Record | 3.11 | CAP-1127 |
| Do not allow invalid characters to be entered as Separator | 3.11 | CAP-1145 |
| View Users: sometimes the role appears and sometime it does not | 3.11 | CAP-1167 |
| Blank page on Users column with update | 3.11 | CAP-1193 |
| User can corrupt tables on studio side by minimizing width | 3.11 | CAP-1196 |
| CSV import fails when column with subject IDs has name other than “Study Subject ID” | 3.11 | CAP-1199 |
| Publish Event – CRF version is not found error | 3.11 | CAP-1202 |
| CRF name is not URL encoded in some REST calls | 3.11 | CAP-1204 |
| Blank page is shown when user tries to sort events by name on “Events” page | 3.11 | CAP-1207 |
| Users last role can be deleted | 3.11 | CAP-1210 |
| ePRO Mobile: resolve JavaScript error on navigation between layouts | 3.11 | CAP-1257 |
| FS remove row button in the column is completely disappearing. | 3.11 | CAP-1264 |
| Creating a new row copies over attached files | 3.11 | CAP-1270 |
| Double Click CSRF error should display friendly error and log error | 3.11 | CAP-1281 |
| Manage Surveys shows a non-tabled page when you sort and then select ‘Invite Scheduled’ | 3.11 | CAP-1291 |
| MFA: Users locked and unlocked from MFA are not able to do anything | 3.11 | CAP-1307 |
| Locked user with site-level roles only is still able to operate in the system | 3.11 | CAP-1311 |
| MFA: User with single role on single study gets two MFA token emails | 3.11 | CAP-1312 |
| Fix logic for Queries (DN) that belongs to Study Level | 3.11 | CAP-1317 |
| The issue with big tooltips on the studio side. | 3.11 | CAP-1338 |
| Remove Unnecessary Login events and Improve logging and code structure of Php session | 3.11 | CAP-1345 |
| User is not able to save ePRO form if it contains PHI items on last section | 3.11 | CAP-827 |
| OID is not in subject matrix | 3.11 | CAP-875 |
| Email and In-person Survey rules do not work properly in Survey data entry mode | 3.10.1 | CAP-1242 |
| Rules do not work, when data entry for a survey is performed via different web browser | 3.10.1 | CAP-1243 |
| Instruct tomcat to use only “cookie” session tracking mode for Captivate webapp | 3.10.1 | CAP-1251 |
| “Library” doesn’t load during form build | 3.10.1 | CAP-1256 |
| CRF tables: make discrepancy note link visible (query flag) when new row adding | 3.10.2 | CAP-1255 |
| Study event can not be deleted from from Update Study Event page | 3.10.2 | CAP-1266 |
| Investigate and fix import job issue | 3.10.2 | CAP-1275 |
| Subject list issue on the SDV page. | 3.10.3 | CAP-1277 |
| Clone study – Users can’t edit cloned Events | 3.10.3 | CAP-1298 |
| When Signing, Hidden CRFs will prevent Event Status from changing | 3.10.4 | CAP-1303 |
| Calculation is throwing an EmptyStackException and erroring out of Data Entry | 3.10.4 | CAP-1321 |
| Long file name overlaps query flag so it can’t be clicked | 3.10.4 | CAP-1322 |
Captivate 3.10
3.10 includes enhancements focused on security hardening, including IDOR and CSRF protections, along with improvements to rules handling, survey workflows, support configuration, event scheduling, and reporting. It also includes fixes for event cloning, rules and survey behavior, deploy and validation issues, query performance and exports, and several UI and application stability issues.
3.10 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| IDOR: Update react version to 16.0.0 on studio side | 3.10 | CAP-1031 |
| IDOR: REST access service Captivate side for studySubject entity | 3.10 | CAP-1032 |
| IDOR: Implement access service for studySubject entity on studio side | 3.10 | CAP-1033 |
| IDOR: Implement error boundary which will capture all access errors | 3.10 | CAP-1034 |
| IDOR: Implement access service Captivate and Studio side for Subject entity | 3.10 | CAP-1035 |
| IDOR: Implement access service Captivate and Studio side for studyEvent and eventCrf entities | 3.10 | CAP-1036 |
| IDOR: Implement access service Captivate and Studio side for site entity | 3.10 | CAP-1037 |
| IDOR: Implement access service Captivate and Studio side for rule, ruleSet, ruleSetRule entities | 3.10 | CAP-1038 |
| IDOR: Implement access service Captivate and Studio side for group entity | 3.10 | CAP-1039 |
| IDOR: Implement access service Captivate and Studio side for query entity | 3.10 | CAP-1041 |
| IDOR: Implement access service Captivate and Studio side for eventDefinition entity | 3.10 | CAP-1045 |
| IDOR: Cover CrfService by strict access security layer (REST API) | 3.10 | CAP-1046 |
| IDOR: Cover EventService by strict access security layer (REST API) | 3.10 | CAP-1047 |
| IDOR: Cover GroupService by strict access security layer (REST API) | 3.10 | CAP-1048 |
| IDOR: Cover ItemService by strict access security layer (REST API) | 3.10 | CAP-1049 |
| IDOR: Cover RuleService by strict access security layer (REST API) | 3.10 | CAP-1050 |
| IDOR: Cover StudySubjectСontroller by strict access security layer (REST API) | 3.10 | CAP-1051 |
| Move Disable/Enable/Delete rule actions to the REST API | 3.10 | CAP-1070 |
| Protect DCF generation against CSRF | 3.10 | CAP-1071 |
| Resolve Privacy Policy and Terms of Service console Javascript error | 3.10 | CAP-1088 |
| Queries – Browser automatically scrolls up to the top of page when open DCF popup | 3.10 | CAP-1089 |
| Custom support email field to be made required and change behavior for existing customers left blank | 3.10 | CAP-1091 |
| IDOR: Create User Access service on PHP side | 3.10 | CAP-1107 |
| Add Additional Free Text column for Therapeutic Area- Other on Builder Report | 3.10 | CAP-1121 |
| CSRF: Unable to import CRF | 3.10 | CAP-1125 |
| Implement CSRF protection in Captivate codebase | 3.10 | CAP-978 |
| Modify the ReactJS axios.post() call and From to pass the CSRF token | 3.10 | CAP-990 |
| VDC Repeating Events- Weekly/Monthly Options | 3.9.1 | CAP-1005 |
| Change event “Start Date” to be displayed with taking into account the time zone of the current user | 3.9.1 | CAP-1013 |
| Data Entry – Rules should fire on Calculation items upon first save of CRF section | 3.9.1 | CAP-1057 |
| Frequency of VDC/ePro Schedule Configuration | 3.9.2 | CAP-1066 |
| Enhance survey rules when triggered from repeating events. | 3.9.2 | CAP-872 |
| Add ePRO jobs log to View Survey details page | 3.9.2 | CAP-894 |
| Data entry – Add unique identifier for table HTML nodes | 3.9.7 | CAP-1226 |
3.10 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| CSRF: User is not able to refresh Build page | 3.10 | CAP-1069 |
| User is not able to clone Event Definition | 3.10 | CAP-1083 |
| Disable / Enable pop-ups are broken on Rules page | 3.10 | CAP-1084 |
| Import data + epro2 rules generates an error page | 3.10 | CAP-1112 |
| Show validation error when deploy fails | 3.10 | CAP-1144 |
| 3.10.0 DEPLOY Error | 3.10 | CAP-1148 |
| Validation – Re-invite user access denied | 3.10 | CAP-1153 |
| IDOR: User prevented access to a not scheduled event | 3.10 | CAP-1154 |
| Form View – redirecting to 404 page | 3.10 | CAP-1191 |
| Query page loading time slower after postgres11 | 3.9.1 | CAP-1019 |
| Manage Surveys: error when clicking on View Survey | 3.9.1 | CAP-1055 |
| Queries export is broken | 3.9.2 | CAP-1068 |
| Allow non repeating surveys to be triggered from occurrence > 1 | 3.9.3 | CAP-1090 |
| ePRO2 rule trigger ignored for the >1 occurrences after survey data submitted for the 1st occurrence. | 3.9.4 | CAP-1101 |
| ePro email survey fails to trigger on import data | 3.9.5 | CAP-1124 |
| PG 11: resolve issue with unit tests on new test DB | 3.9.6 | CAP-1131 |
| CMS – Corner case with incorrect extraction of event OID from rule expression | 3.9.6 | CAP-1155 |
| DataSet Extract with Name – malfunction for Multiple values | 3.9.7 | CAP-1228 |
Captivate 3.9
3.9 includes enhancements across ePRO repeating surveys, dashboard custom widgets, dark mode and mobile preview capabilities, dataset exports, email configuration, security hardening, and item data type support. It also includes fixes for survey delivery and expiration behavior, audit logging, table and form handling, mobile and iPad usability, study configuration, dataset navigation, and several UI and application stability issues.
3.9 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Update Run Rules logic and “View Survey Details” for ePRO repeating surveys | 3.8.1 | CAP-868 |
| Update CMS to allow new rule properties promotion | 3.8.1 | CAP-869 |
| Update Reminder and Invitation jobs to skip emails on configuration change | 3.8.1 | CAP-870 |
| Update “Survey Data Entry” logic for repeating surveys | 3.8.1 | CAP-871 |
| Remove ability for customer to Disable a rule in live study | 3.8.5 | CAP-481 |
| Resolve corner case of epro file upload for email surveys | 3.8.5 | CAP-929 |
| Signature not rendering on emailed completed form | 3.8.6 | CAP-1006 |
| ePRO: change logic for default crf version identification | 3.8.8 | CAP-1060 |
| Estimate ‘Email Completion eCRF’ logic update for ePRO2 | 3.9 | CAP-1003 |
| IDOR: Implement access service on Studio side for userAccount entity | 3.9 | CAP-1040 |
| IDOR: Implement access service on Studio side for user profile entity | 3.9 | CAP-1042 |
| IDOR: Implement access service Captivate and Studio side for study entity | 3.9 | CAP-1043 |
| Form name more than 36 characters | 3.9 | CAP-1152 |
| VAS Scale slider looks incorrect / Updates | 3.9 | CAP-1156 |
| Report Issue Form – Update “From” Email | 3.9 | CAP-674 |
| Add new properties for ePRO Repeating Surveys into Rules Studio | 3.9 | CAP-859 |
| Allow users to customize ePRO From email adress. | 3.9 | CAP-860 |
| Datasets – Add option to include not started CRFs into export | 3.9 | CAP-895 |
| Create proposal for Custom Widgets | 3.9 | CAP-897 |
| Create Custom widget entity and API to get List in study. | 3.9 | CAP-898 |
| Implement “Dark Mode” on Survey Mobile View | 3.9 | CAP-902 |
| Add “Dark Mode” to “Mobile Preview” | 3.9 | CAP-903 |
| Implement “change font” functionality in “Survey Mobile View” | 3.9 | CAP-904 |
| Add “change font” functionality into “Mobile Preview” | 3.9 | CAP-906 |
| Datasets – Provide ability to run datasets with attributes only | 3.9 | CAP-907 |
| Enhance styles on dark mode | 3.9 | CAP-912 |
| Create “Manage Custom Widgets” page and add link to it on the Dashboard | 3.9 | CAP-915 |
| Implement “Add Custom Widget” action for “Link widget” and add corresponding backend logic for it | 3.9 | CAP-916 |
| Implement “Edit”, “View” and “Delete” actions for custom widgets | 3.9 | CAP-917 |
| Add logic to render custom widgets on the dashboard and add note to Customize Dashboard page | 3.9 | CAP-918 |
| Add “All Attributes button” for dataset exports | 3.9 | CAP-923 |
| Create “emailing enhancement” design proposal | 3.9 | CAP-925 |
| Add new property “Option value type” into Studio | 3.9 | CAP-960 |
| Add support of data type for questions with options to Captivate | 3.9 | CAP-961 |
| Implement logic that will handle the case when captivate not supports item data type | 3.9 | CAP-962 |
| Popup font color is not appropriate for dark mode in mobile | 3.9 | CAP-974 |
| Make ePRO Contact Form search logic case insensitive | 3.9 | CAP-980 |
3.9 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Audit Log: Medical Coding only shows data entry personnel, not who coded | 3.8.1 | CAP-881 |
| email is failing in study that was upgrade to 3.8.1 but doesn’t have repeating event CRF configured | 3.8.2 | CAP-901 |
| Do not drop SDV or Signed status for event CRF during code/uncode action | 3.8.3 | CAP-908 |
| Audit Log: Change of SDV status of event CRF does not necessarily show in the log | 3.8.4 | CAP-882 |
| User is unable to complete survey on iPad | 3.8.4 | CAP-914 |
| Add Discrepancy Note popup displays error message, when there is no error generated for CRF item | 3.8.4 | CAP-919 |
| FS page – Unresponsive on editing list with 200+ options | 3.8.5 | CAP-1022 |
| User is not able to add row to table when there is special character in the default value | 3.8.5 | CAP-937 |
| Text area is not populated with default value when user adds new row to table | 3.8.5 | CAP-938 |
| ‘Email Completion eCRF’ is not sent when completed via ePRO2 | 3.8.6 | CAP-1000 |
| Verification tab loading times | 3.8.6 | CAP-1015 |
| ePRO repeating surveys: expiration date issue | 3.8.6 | CAP-1024 |
| Repeating survey invite issue after second occurrence | 3.8.7 | CAP-1056 |
| Manage Surveys: changing the expire date is sometimes affected by timezone | 3.8.8 | CAP-1058 |
| Submit button get cuts of on iPad | 3.8.9 | CAP-1004 |
| CRF Import service must return error when JSON contains unknown item type | 3.8.9 | CAP-1081 |
| ePRO version is lost in Redux storage on page refresh | 3.9 | CAP-1001 |
| Data entry page – Bottom scroll bar disappears when browser zoom level change | 3.9 | CAP-1126 |
| Decimal size validation works incorrectly | 3.9 | CAP-1130 |
| ePRO: Advanced formatting is now shown on mobile preview | 3.9 | CAP-1134 |
| Biobank – Deploy is not creating study administrator role for study Owner | 3.9 | CAP-1143 |
| Right label of horizontal scale has invalid placement is input is hidden and item text longer than 3 rows | 3.9 | CAP-1158 |
| Edit Study – Unable to update study when user change Cloud name case | 3.9 | CAP-1162 |
| ePRO mobile view not includes custom JavaScript and Styles if instructions are empty | 3.9 | CAP-1169 |
| Create Study – Users able to access ePro tab even though epro feature is disabled. | 3.9 | CAP-1217 |
| Epro: in-person rule on a repeating event causes an Oops page | 3.9 | CAP-880 |
| User is able to trigger Epro Email job from Contact form | 3.9 | CAP-909 |
| Item instructions loose text color formatting on mobile data entry in dark mode | 3.9 | CAP-926 |
| Dataset Back Button Issue | 3.9 | CAP-927 |
| Resolve corner case of ePRO file dowload for resumed surveys | 3.9 | CAP-933 |
| Hide “Manage Surveys” page if ePRO version is 1 | 3.9 | CAP-994 |
Captivate 3.8
Coming soon!
3.8 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Studio Updates for study info collected – add Therapeutic Area property | 3.7.1 | CAP-725 |
| Improve user experience – Speed up Edit Site page | 3.7.2 | CAP-711 |
| Add SAS Labels to Annotated CRFs and Excel Specifications | 3.7.4 | CAP-825 |
| Create new Advanced Study and Folder that can be shared using a permission in the study manager area | 3.8 | CAP-640 |
| Add an ability to view scheduled captivate ePRO related jobs | 3.8 | CAP-704 |
| Update “Show / Hide CRF” rules, so user can specify multiple forms as destination. | 3.8 | CAP-765 |
| Add an ability to “Preview” signature on Forms Studio side and Mobile Preview in Forms Studio | 3.8 | CAP-776 |
| Add “Signature” item type on Captivate side (without rendering logic) | 3.8 | CAP-777 |
| Add logic to show and collect Signature on ePRO mobile view | 3.8 | CAP-779 |
| Add logic to the Print CRF and Casebook to show signature | 3.8 | CAP-780 |
| Add logic to show Image instead of byte data on Audit Log | 3.8 | CAP-781 |
| Add logic to show Image instead of byte data on all pages related to Discrepancy Notes | 3.8 | CAP-782 |
| Add logic to show signature or “masked” signature for PHI items, on DCF | 3.8 | CAP-784 |
| Add Signature specific set of validations in “Rules Studio” | 3.8 | CAP-786 |
| Disable double data entry for the CRF if it contains signature field | 3.8 | CAP-787 |
| Add ability to configure skip logic for questions inside repeating table | 3.8 | CAP-797 |
| Add ability to configure skip logic for repeating tables | 3.8 | CAP-798 |
| Implement skip logic for questions inside repeating table on data entry | 3.8 | CAP-799 |
| Implement skip logic for repeating tables on data entry | 3.8 | CAP-800 |
| Implement skip logic for questions inside table and for tables in Form Studio | 3.8 | CAP-801 |
| Turn off soft rule validations for repeating questions and tables with skip logic | 3.8 | CAP-832 |
| Disable SDV setting for questions in table when table is hidden | 3.8 | CAP-833 |
| Unchecking control radio button does not hide dependent question in the table | 3.8 | CAP-849 |
3.8 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Scale is broken on survey view when user declines “go to other page” action | 3.7.1 | CAP-628 |
| Partial Date soft validation doesn’t work correctly for the mm/dd/yyyy date format | 3.7.1 | CAP-737 |
| Incorrect date format in hard validation error message | 3.7.2 | CAP-748 |
| The same user can not perform DDE from Subject Matrix after 12 hours have elapsed | 3.7.3 | CAP-760 |
| Fix javascript syntax error: Identifier “SDV_OPTIONS” has already been declared | 3.7.3 | CAP-766 |
| Blank page is shown to the user on attempt to view Demographics distribution report | 3.7.3 | CAP-770 |
| Captivate Reporting – configurations are not pre-populated when user opens Configure page | 3.7.3 | CAP-771 |
| Forms Studio becomes unusable if there is an error for “integer only” field | 3.7.4 | CAP-834 |
| Improve user experience – Speed up View Study Subject page | 3.7.5 | CAP-793 |
| FS – Number Type – Users unable to see selected number type | 3.7.5 | CAP-888 |
| Allow customers to edit their study options, except their plans and add ons | 3.8 | CAP-1012 |
| FS – Autosave keep on executing via backend | 3.8 | CAP-1030 |
| onChange script stopped working on the Form Studio | 3.8 | CAP-1103 |
| FS – Skip logic option name is lost upon form save | 3.8 | CAP-1104 |
| Occurrence is misspelled as ‘Ocurrence’ in a repeating event. | 3.8 | CAP-1149 |
| Move edit study functionality under manage study | 3.8 | CAP-749 |
| Change word-break configuration on ePRO mobile layout | 3.8 | CAP-892 |
Captivate 3.7
3.7 includes enhancements across medical coding, mobile survey rendering, secure data deletion controls, ePRO and subject API behavior, reporting, VAS scale handling, and general usability improvements. It also includes fixes for reporting filters, event scheduling, rules behavior, dataset permissions, subject and survey navigation, printing and export behavior, coding workflows, and several UI and application stability issues.
3.7 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Improve user experience – Edit event definition workflow | 3.6.1 | CAP-507 |
| Extend the limits for character fields in the response_set table | 3.6.1 | CAP-562 |
| return the subject database ID in the response. | 3.6.4 | CAP-668 |
| Unify the way how value of text field within items is shown | 3.6.5 | CAP-675 |
| Add Scale step property into FS | 3.6.5 | CAP-683 |
| Add Scale step property into captivate side | 3.6.6 | CAP-684 |
| User needs to be able to send epro emails right after trigger | 3.6.6 | CAP-689 |
| Rule send time is not validated for studies which were on ePRO 1 | 3.6.6 | CAP-700 |
| Resolve filtering issues with manage surveys page | 3.6.6 | CAP-703 |
| Add validation for item types in new form version. | 3.6.13 | CAP-733 |
| Update Clodbyz Subject REST API to include information about treatment group | 3.6.13 | CAP-755 |
| Allow ePRO 1 and captivate ePRO studies to co-exist | 3.6.13 | CAP-757 |
| Change CTMS “update subject” trigger logic, to be called when treatment group is changed. | 3.6.13 | CAP-758 |
| Change data type to TEXT for “rule_action_run_log” field “value” and “item_data” field “partial_dde_value” | 3.6.16 | CAP-651 |
| Darken lines for VAS Scale in Captivate | 3.6.16 | CAP-806 |
| Rework persistence layer in the Medical Coding module | 3.7 | CAP-485 |
| Security issue – site level users are able to get information about other sites and users in them | 3.7 | CAP-518 |
| Implement new study property “Secure data deletion” on studio and Captivate side | 3.7 | CAP-536 |
| Create “Confirm Action” pop-up, and update “Unpublish form” logic to work based on “Secure data deletion” configuration | 3.7 | CAP-537 |
| Add more details to Change Reports | 3.7 | CAP-544 |
| Rework MC persistence layer – Resolve check style issues | 3.7 | CAP-563 |
| Rework MC persistence layer – Move old XML-based spring configurations to Java classes | 3.7 | CAP-564 |
| Implement new multi-tenant persistence layer in medical coding module | 3.7 | CAP-565 |
| Coding database configuration should be reloaded on Cloud Settings change | 3.7 | CAP-574 |
| Add an ability to switch between Desktop and Mobile layout | 3.7 | CAP-576 |
| Add logic that will choose correct layout to render | 3.7 | CAP-577 |
| Add rendering code and styling for single items and grids on mobile view | 3.7 | CAP-578 |
| Update show / hide items logic to work on both Desktop and Mobile view | 3.7 | CAP-579 |
| Show rules and validation messages at top of the page and make them clickable | 3.7 | CAP-581 |
| Mobile Preview: Add mobile preview page to studio | 3.7 | CAP-582 |
| Mobile Preview: Add mobile preview for non-table items | 3.7 | CAP-583 |
| Improve UI of “confirm deletion” pop-up | 3.7 | CAP-600 |
| Finalize item input render for non table items on mobile view | 3.7 | CAP-606 |
| Add styles for pop-ups on mobile survey view | 3.7 | CAP-611 |
| Medical Coding – Add support for coding with CTCAE 5.0 | 3.7 | CAP-623 |
| Add an ability to view exported information from Query Status report per thread | 3.7 | CAP-631 |
| Add submit button to the bottom of the epro survey | 3.7 | CAP-646 |
| User is able to call Password popup multiple times on Delete data in eCRF page | 3.7 | CAP-650 |
| Accept “Secondary Label” on import from SOAP create subject API | 3.7 | CAP-667 |
| Update Default & Labels for Integer Vs Decimal | 3.7 | CAP-669 |
| Allow decimals to the 100th place on VAS Scale (ex 1.01) | 3.7 | CAP-672 |
| Improve performance of Email Log | 3.7 | CAP-673 |
3.7 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| Event name filter does not work in Form and Visit Completion reports | 3.6.1 | CAP-528 |
| Hard Validation Check for Partial dates cannot be modified in FS | 3.6.1 | CAP-550 |
| Add epro, trial ID to study’s Audit Log | 3.6.1 | CAP-552 |
| View User – Reporting option is not enabled for Captivate Reporting | 3.6.1 | CAP-599 |
| User unable to save item data if CRF item have “option value” with more than 4000 symbols | 3.6.1 | CAP-604 |
| Form’s ordinal starts from 2 when publish new event | 3.6.2 | CAP-624 |
| User can not schedule a study event when only stop date is in use | 3.6.2 | CAP-635 |
| In some cases – outdated auth token is used in “Unlock Session” component. | 3.6.2 | CAP-649 |
| Queries Firing Multiple Times Based on Rules | 3.6.3 | CAP-630 |
| Update note User for DN update audit – set incorrectly | 3.6.3 | CAP-632 |
| Resolve critical issue with Foundation errors | 3.6.3 | CAP-671 |
| User is able to create auto-code alias for same term multiple times | 3.6.4 | CAP-613 |
| Print event CRF does not support characters like “Ballot Box with Bold Check” | 3.6.4 | CAP-676 |
| Instructions tooltip stop showing after moving a question into a grid | 3.6.4 | CAP-695 |
| Fix create subject SOAP API issues | 3.6.5 | CAP-677 |
| Custom Secondary ID Label is not applied to exports | 3.6.5 | CAP-678 |
| Protect back button logic from unwanted calls by Chrome plugins | 3.6.5 | CAP-812 |
| Scale draws wrong major ticks on data entry and mobile view | 3.6.6 | CAP-687 |
| Queries Firing Multiple Times Based on Rules (part 2) | 3.6.7 | CAP-693 |
| Coding page – table pagination works incorrectly | 3.6.7 | CAP-713 |
| Add an ability to customize decimal size of calculation field | 3.6.8 | CAP-642 |
| Prevent token re-generation if ePRO rule fires in the same day | 3.6.8 | CAP-707 |
| Import Data on Repeating Events does not work (with different CRF Versions) | 3.6.8 | CAP-718 |
| Rules are executed only for every 2nd subject when user leaves the form | 3.6.9 | CAP-681 |
| Allow Treatment Group type to be listed in XLS and CSV dataset formats | 3.6.9 | CAP-698 |
| Wrong Subject’s form is opened for data entry on “Save and Next” button click, if Subject ID != Study Subject ID | 3.6.9 | CAP-712 |
| Coding – user is not able to delete alias | 3.6.9 | CAP-716 |
| User is unable to generate plain xml data extract | 3.6.11 | CAP-723 |
| Run rules fails for version bound rules when user deletes and re-publish CRF version. | 3.6.12 | CAP-727 |
| Extend length of selected_version_ids column in event_definition_crf table | 3.6.12 | CAP-731 |
| Filter events from Treatment groups on View Subject page | 3.6.12 | CAP-736 |
| Remove refresh from the iframe for the import data pages | 3.6.13 | CAP-750 |
| Item data is not shown on the Print for the Partial Data Entry eCRF. | 3.6.13 | CAP-754 |
| Remove crf version oid caching and add logging for expression serivce | 3.6.13 | CAP-756 |
| Datasets page does not check user role permissions | 3.6.13 | CAP-759 |
| Edit user – Changing APIs status not working | 3.6.14 | CAP-763 |
| Rule Runner – study bean can be invalid | 3.6.14 | CAP-772 |
| Improve user experience – Speed up View Study Event page | 3.6.14 | CAP-791 |
| Inject logging into EmailSurveyActionProcessor and CreateSurveyActionProcessor | 3.6.16 | CAP-1105 |
| User should be able to skip RFC by updating a Query | 3.6.16 | CAP-855 |
| Site activation report not works at site level. | 3.7 | CAP-571 |
| User is not able to use navigation in survey after using calendar. | 3.7 | CAP-625 |
| Survey is not rendered when preview during form design session | 3.7 | CAP-660 |
| Few actions in Survey view triggering save on Data Entry | 3.7 | CAP-706 |
| Captive Reporting Demographics Issue | 3.7 | CAP-751 |
Captivate 3.6
3.6 includes enhancements focused on Captivate reporting, casebook generation, study and subject workflow improvements, data import and dataset behavior, reporting performance, and CMS job handling. It also includes fixes for scheduling and import issues, ePRO and rules behavior, casebook and export problems, timezone synchronization, audit log behavior, dataset extraction, and several UI and application stability issues.
3.6 Enhancements
| Summary | Release | CAP Ticket |
|---|---|---|
| Create “Early Termination” report | 3.5.1 | CAP-459 |
| Portal – Modify study view/edit/create/clone page | 3.5.4 | CAP-150 |
| Captivate – Create study should point to portal create study page | 3.5.4 | CAP-162 |
| Subject Record: Show All Events/ All CRFs even before creating Events | 3.5.4 | CAP-177 |
| Uptime Robot / deploy script changes | 3.5.4 | CAP-262 |
| Investigate Security Group management & Improve reporting performances | 3.5.4 | CAP-308 |
| Clean out “dynamic_event_crf” table after deletion of event CRF with rule target item. | 3.5.4 | CAP-387 |
| Hide existing “Reporing” feature-addon on study parameters (JReport) | 3.5.4 | CAP-395 |
| Add new “Captivate Reporting” feature-addon to the Study Parameters | 3.5.4 | CAP-396 |
| Add new “Reporting” permission to “Customize Roles” page | 3.5.4 | CAP-397 |
| Create new “Canned” report entity and related code structure | 3.5.4 | CAP-398 |
| Add new nav-bar option to access “Canned reports” + create Reports list page | 3.5.4 | CAP-399 |
| Create first “Site Activation to First Patient Visit” report | 3.5.4 | CAP-400 |
| Modify auto enable reporting option when user select Captivate Advanced plan | 3.5.4 | CAP-402 |
| Create dynamic data table functionality and add it to Site Activation report | 3.5.4 | CAP-420 |
| Create “Subject Enrollment” canned report | 3.5.4 | CAP-421 |
| Create “Query Status Report” canned report | 3.5.4 | CAP-422 |
| Add dynamic data table for “Query Status Report” | 3.5.4 | CAP-423 |
| Enhance Canned reports with additional information | 3.5.4 | CAP-424 |
| Create “Subject Status” canned report | 3.5.4 | CAP-425 |
| Reduce the time to generate a single, large casebook | 3.5.4 | CAP-431 |
| Casebooks mass generation must be an independent background process | 3.5.4 | CAP-434 |
| Allow for mass generation of casebooks | 3.5.4 | CAP-436 |
| Rename “Canned Reports” to “Captivate Reports” on the UI | 3.5.4 | CAP-439 |
| Add “Death and Death Relativity Rate” tab to “Safety Dashboard” | 3.5.4 | CAP-441 |
| Allow for mass download of casebooks | 3.5.4 | CAP-443 |
| Apply casebooks table filters to Download All and Generate All actions | 3.5.4 | CAP-452 |
| Create “Form Completion” report | 3.5.4 | CAP-455 |
| Create “Visit Completion” report | 3.5.4 | CAP-456 |
| Add dive-in functionality to “Early Termination” report | 3.5.4 | CAP-460 |
| Add dynamic data table to “Form Completion” report. | 3.5.4 | CAP-462 |
| “Death and Death Relativity Rate” tab of “Safety Dashboard” report shows data from both test and prod studies | 3.5.4 | CAP-505 |
| Remove “service” items from reports configuration. | 3.5.6 | CAP-494 |
| Double validation is shown when user enters text into Decimal field. | 3.5.6 | CAP-526 |
| Enhance “Site Activation to First Patient Visit” report | 3.5.8 | CAP-497 |
| Add validation for entity OIDs from rule expression during xml import | 3.5.8 | CAP-517 |
| Performance improvement relating to export of queries | 3.5.9 | CAP-525 |
| Add an ability to import Study Event start date | 3.5.11 | CAP-568 |
| AZ Data Import: prevent CSV blanks from crashing import | 3.5.12 | CAP-589 |
| Datasets should not filter events by started data entry | 3.5.13 | CAP-591 |
| Apply PHI protection to the data in the table for Early Termination report and update its instructions | 3.6 | CAP-513 |
| Add new logic to CMS that will fill in post_task_job based on promotion job process | 3.6 | CAP-970 |
3.6 Bug Fixes
| Summary | Release | CAP Ticket |
|---|---|---|
| User can not include study groups into site-level dataset | 3.5.1 | CAP-492 |
| Changing event location, start and end dates affects visit completion date | 3.5.2 | CAP-493 |
| Resolve an issue with column titles in queries export | 3.5.2 | CAP-504 |
| WHOD-19 Coding issue with the ‘%’ character being sent to popup | 3.5.4 | CAP-154 |
| Portal – Unable to schedule an Event with a Start Date | 3.5.4 | CAP-168 |
| Date format: using new format with JS in the CRF to find age will throw a javascript error in the CRF | 3.5.4 | CAP-170 |
| Form import – not importing “UNITS” column | 3.5.4 | CAP-181 |
| Generate Indexes for slow queries | 3.5.4 | CAP-202 |
| Deploy script- fix reporting URL | 3.5.4 | CAP-220 |
| CRF Import failed with PHP error | 3.5.4 | CAP-237 |
| VAL – ePRO2 – Hide form logic is not working as expected in survey page | 3.5.4 | CAP-296 |
| VAL – ePRO2 – Survey Date format issue | 3.5.4 | CAP-298 |
| VAL – ePRO2 – Hide form logic issue | 3.5.4 | CAP-299 |
| NCT# will not save in Study Info section | 3.5.4 | CAP-394 |
| Casebook should include data from disabled study events and CRFs | 3.5.4 | CAP-442 |
| VAL Forms PQ 4-6-1 (FAIL eCRF imported with html tags shown) | 3.5.4 | CAP-445 |
| VAL Import Data PQ – CSV import in group | 3.5.4 | CAP-468 |
| RS – Target item and items panel do not load when edit a rule | 3.5.4 | CAP-514 |
| User is not able to download file from Print CRF page | 3.5.4 | CAP-516 |
| Version data reassign omits new item default values | 3.5.5 | CAP-510 |
| Incorrect user details displayed from details screen | 3.5.5 | CAP-519 |
| Vertical Radio Buttons/checkboxes reflected incorrectly within eCRF Group | 3.5.7 | CAP-585 |
| Subject Matrix does not show query flags at site level | 3.5.8 | CAP-549 |
| Incorrect user is written in Audit Log on Item data deletion. | 3.5.9 | CAP-540 |
| Opening the ‘run rules’ page without submitting, sends the ‘Send Survey’ email invites | 3.5.9 | CAP-559 |
| WS API issue: Update saxon and spring ws libraries | 3.5.10 | CAP-566 |
| Coding – Option “Both” in delete code popup does not delete alias | 3.5.10 | CAP-569 |
| Studio and captivate user’s timezone is not synchronized. | 3.5.12 | CAP-543 |
| “Hide Item” logic not works with multiple radiobuttons in form | 3.5.12 | CAP-561 |
| ePRO Rules: Email macro contains a little ‘trash’ at the end of SURVEYURL | 3.5.13 | CAP-614 |
| Gender is always set to “male” for auto-created subjects during data import | 3.5.13 | CAP-615 |
| Repeating group is corrupted on Annotated CRFs page, if there is trailing or leading space in section title. | 3.5.13 | CAP-617 |
| Data import allows import into form, which was already deleted from event | 3.5.14 | CAP-644 |
| Job Server must recalculate event’s and event form’s ordinals after changes promoted | 3.6 | CAP-521 |
| Remember Me Function on Log In Page Not Working | 3.6 | CAP-534 |
| Dataset extraction to Excel fails because of sheet name duplication | 3.6 | CAP-558 |
| Study Audit Log – Epro parameters were always exist when user update study | 3.6 | CAP-739 |
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