Save Survey PDF to a Field

Overview

Summary

Key Value
Official Name save_survey_pdf_to_field
Short Description This module generates a PDF of a survey upon completion and saves it to a REDCap file upload field.
Author University of Florida CTS-IT (University of Florida - CTS-IT)
Homepage URL https://github.com/ctsit/save_survey_pdf_to_field
Most Recent Update 2023-06-15
Version Number v1.1.3
Complexity Low
Setup Time Short
Viewable by Users? Yes
Security Risks None
Does data leave REDCap? No

Description

This module generates a PDF of a survey upon completion and saves it to a REDCap file upload field. It is configured at the project level with source instrument/target field pairs. In the event of save errors, the PDF is sent to a backup email address.

User Notes

Enabling the Module (after installation)

To use this module in REDCap, enable the save_survey_pdf_to_field module in the External Modules page of your REDCap project.

Searching for the module
Search for the "save_survey_pdf_to_field" module (enlarged image)
Post module installation dialog
"save_survey_pdf_to_field" module post-installation dialog(enlarged image)

After selecting "Enable a module", you can search for and enable the Save Survey PDF to a Field module.

Searching for the module
Search for the "save_survey_pdf_to_field" module (enlarged image)
Post module installation dialog
"save_survey_pdf_to_field" module post-installation dialog(enlarged image)

Below is a video walk through using the Save Survey PDF to a Field external module in a REDCap project.

Video walkthrough for the "Save Survey PDF to a Field" module (video on Box)

Technical Notes

Common Troubleshooting Issues

  • No known difficulty points

Module Setup Notes

  1. No known extra setup notes

Updated on August 7, 2025