Advanced Tips
  • When choosing to review an existing record (regardless of whether it was entered as a survey response or data entry form), we always recommend adding a custom record label. A custom record label will allow you to add in additional information from the record, instead of only showing the ID. Once set, the custom record label will appear in at least four places:

    • After clicking “Add/Edit Records”, you will see your custom label in the dropdown menu when you are choosing which record to view or edit.
    • On the Record Status Dashboard
    • A the top of every data entry form (in light blue)
    • In any report in which you include the record ID.

    This first example shows a list of records with no custom record label.

    Set a Custom Record Label 1

    This example includes a custom record label. Notice how it does not simply provide the ID, but also shows name and date of birth.

    Set a Custom Record Label 2


    To add a custom record label, click on “Project Setup” then additional customizations (first option). In the example above, the custom record label is: ([last_name], [first_name] – DOB: [dob];  Variable/field names will be written in brackets. All other text will appear as it is written.

    Set a Custom Record Label 3


  • Using HTML tags within field labels or field notes provides a useful way to customize your REDCap project. For examples of how to use HTML within your projects, please visit this Example Survey in REDCap. At the end of the survey, there is a data dictionary that you can download which shows you all of the coding used for the HTML. Below are screenshots of some of the things you can do using HTML.


    Set a Custom Record Label 4


    Font color and backgrounds

    Set a Custom Record Label 5


    Add Hyperlinks

    Set a Custom Record Label 6


  • In order to create a certificate of completion in REDCap you must use two tricks: HTML coding and Piping. Here is a template you can use to create your HTML. In this example, [first_name] and [last_name] are fields that exist in your project already. They will be populated in the certificate when you navigate to an individual record within REDCap. To make this happen, simply add a new field to your project, choose “Descriptive Field” then copy/paste the HTML code below into your field label. It will look like the picture below that.

    <div style="width: 800px; height: 600px; padding: 20px; text-align: center; border: 10px solid #787878">
    <div style="width: 750px; height: 550px; padding: 20px; text-align: center; border: 5px solid #787878">
    <span style="font-size: 50px; font-weight: bold">Certificate of Successful Completion</span><br><br>
    <span style="font-size: 25px;"><em>Ascension</em></span><br>
    <span style="font-size: 15px;"><em>1400 N. IH35, Suite 2.107, Austin, Texas 78701-1966</em></span><br>
    <span style="font-size: 18px;"><em>Provider ID #01-234567-X</em></span><br><br>
    <span style="font-size: 18px;"><em>certifies that</em></span><br>
    <span style="font-size: 35px;"><strong><span style="text-decoration: underline;">[name]</span></strong></span><br><br><br>
    <span style="font-size: 25px;"><em>has been awarded 2.4 contact hours for:</em></span><br><br><span style="font-size: 30px;">Nursing Practice Update 2017: Jurisprudence and Ethics</span><br><br><span style="font-size: 20px;">Activity Identification #LMN170216</span><br><br>
    <span style="font-size: 20px;"><em>February 16, 2017</em></span><br><span style="font-size: 20px;"><em>Presented in Austin, Texas </em></span><br><br>
    <span style="font-size: 15px;"><em>Ascension is an approved provider of continuing nursing education. – Approver, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation.</em></span></div>