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jangari committed Jun 17, 2024
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2 changes: 2 additions & 0 deletions .gitignore
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*.un~
*.sw?
10 changes: 10 additions & 0 deletions CITATION.cff
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cff-version: 1.2.0
message: "If you use this software, please cite it as below."
authors:
- family-names: "Wilson"
given-names: "Aidan"
orcid: "https://orcid.org/0000-0001-9858-5470"
title: "Requested and Required Fields"
doi:
date-released: 2024-06-17
url: "https://github.com/jangari/redcap_requested_and_required_fields"
21 changes: 21 additions & 0 deletions LICENSE
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MIT License

Copyright (c) 2024 Aidan Wilson <aidan.wilson@intersect.org.au>

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
49 changes: 49 additions & 0 deletions README.md
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# Requested and Required Fields

This REDCap External Module provides functionality for requesting that respondents provide an answer to a field, and displays a warning to survey respondents if any requested fields are missing a value when they try to submit. For completeness, this module also allows required fields to be treated in the same way. Fields can be annotated with @REQUESTED or @REQUIRED, both of which take an optional description, which is shown to the user when they try to submit. If the description is omitted, the field label is shown instead.

![screencast](screencast.gif)

This module respects fields marked @HIDDEN(-SURVEY) and also those that are hidden due to branching logic.

## Limitations

This module does not play nicely with embedded fields. Perhaps this could be fixed, but at the moment it's just a limitation.

Unlike traditional required fields, wherein submitting the page commits other values to the database and sets the survey as partially complete, with this module enabled, clicking 'submit' does _not_ save any other entered values. Again, perhaps this could be fixed by running an AJAX call to save the data.

This module only considers fields to be required if they are annotated with @REQUIRED. It might be an idea in future to take fields marked Required in the designer and treat them in the same way.

## Installation

Install the module from the REDCap module repository and enable in the Control Center, then enable on projects as needed.

## Usage

This module adds two action tags:

| Action Tag | Description |
| --- | --- |
| @REQUESTED | Displays a modal window if the annotated field is empty when the respondent attempts to submit, but allows the respondent to submit regardless (unless there are @REQUIRED fields). With a description provided by @REQUESTED="description", the description is shown in the modal. Otherwise, the field label is shown. |
| @REQUIRED | Displays a modal window if the annotated field is empty when the respondent attempts to submit, and prevents submission. With a description provided by @REQUIRED="description", the description is shown in the modal. Otherwise, the field label is shown. |

## Configuration

This module can be configured with the following project settings:

| Setting | Default Value | Description |
| --- | --- | --- |
| Modal title | "Action Required!" | Title of the popup window showing any requested or required fields. |
| Requested text | "The following fields are requested, although you may submit without completing them:" | Text displayed in the modal window above listed requested fields. |
| Required text | "The following fields are required:" | Text displayed in the modal window above listed requested fields. |
| Footer text (no required fields) | "The following fields are requested, although you may submit without completing them:" | Text displayed at the end of the modal, above the buttons, where no required fields are missing. |
| Footer text (required fields) | "The following fields are required:" | Text displayed at the end of the modal, above the buttons, where required fields are missing. |
| Cancel button text | "Review Response" | Text for cancel button. |
| Submit button text | "Submit Now" | Text for submit button. |
| Highlight fields after displaying warning? | false | If true, highlights required and requested fields after cancelling the modal window. |
| Highlight colour for requested fields | "#d2e0ff" (light blue) | Colour used to highlight requested fields. |
| Highlight colour for required fields | "#ffd2e0" (light red) | Colour used to highlight required fields. |
| Disable green highlight | false | Disable the default green highlighting on all fields, as this will visually conflict with the highlighting added by this module. |
| Label requested fields | false | Display a label on requested fields. |
| Requested field label text | "* response requested" | Text for requested field label. |
| Requested field label colour | "#0000ff" (blue) | Colour for requested field label. |
271 changes: 271 additions & 0 deletions RequestedAndRequiredFields.php
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<?php namespace INTERSECT\RequestedAndRequiredFields;

use \REDCap as REDCap;
use ExternalModules\AbstractExternalModule;

class RequestedAndRequiredFields extends \ExternalModules\AbstractExternalModule {

function getTags($tags, $fields, $instruments) {
// This is straight out of Andy Martin's example post on this:
// https://community.projectredcap.org/questions/32001/custom-action-tags-or-module-parameters.html
if (!class_exists('INTERSECT\RequestedAndRequiredFields\ActionTagHelper')) include_once('classes/ActionTagHelper.php');
$action_tag_results = ActionTagHelper::getActionTags($tags, $fields, $instruments);
return $action_tag_results;
}

function redcap_survey_page($project_id, $record, $instrument) {

// Get all annotated fields
$requestedTag = "@REQUESTED";
$requiredTag = "@REQUIRED";
$tags = array($requestedTag, $requiredTag);
$annotatedFields = $this->getTags($tags, $fields=NULL, $instruments=$instrument);

// Extract field names and build the new structure, with fieldType and description (or label if unset in the tag)
$requestedFields = [];
foreach (array_keys($annotatedFields[$requestedTag]) as $fieldName) {
$fieldType = REDCap::getFieldType($fieldName);
$description = trim($annotatedFields[$requestedTag][$fieldName][0], '"');
if (strlen($description) == 0) $description = $this->getFieldLabel($fieldName);
$requestedFields[$fieldName] = [
'type' => $fieldType,
'description' => $this->escape($description)
];
};
$requiredFields = [];
foreach (array_keys($annotatedFields[$requiredTag]) as $fieldName) {
$fieldType = REDCap::getFieldType($fieldName);
$description = trim($annotatedFields[$requiredTag][$fieldName][0], '"');
if (strlen($description) == 0) $description = $this->getFieldLabel($fieldName);
$requiredFields[$fieldName] = [
'type' => $fieldType,
'description' => $this->escape($description)
];
};

// Collect project settings
$settings = $this->getProjectSettings();

// Language defaults
$settings['modal-title'] = $settings['modal-title'] ?? $this->tt('modal-title-text');
$settings['modal-requested-header'] = $settings['modal-requested-header'] ?? $this->tt('modal-requested-header-text');
$settings['modal-required-header'] = $settings['modal-required-header'] ?? $this->tt('modal-required-header-text');
$settings['modal-footer-norequired'] = $settings['modal-footer-norequired'] ?? $this->tt('modal-footer-norequired-text');
$settings['modal-footer-required'] = $settings['modal-footer-required'] ?? $this->tt('modal-footer-required-text');
$settings['requested-label'] = $settings['requested-label'] ?? $this->tt('requested-label-text');
$settings['modal-cancel'] = $settings['modal-cancel'] ?? $this->tt('modal-cancel-text');
$settings['modal-submit'] = $settings['modal-submit'] ?? $this->tt('modal-submit-text');

// Colour defaults
$settings['requested-hlcolour'] = $settings['requested-hlcolour'] ?? $this->tt('requested-hlcolour-hex');
$settings['required-hlcolour'] = $settings['required-hlcolour'] ?? $this->tt('required-hlcolour-hex');
$settings['requested-label-colour'] = $settings['requested-label-colour'] ?? $this->tt('requested-label-colour-hex');

echo "<script>
$('button[name=\"submit-btn-saverecord\"]').attr('onclick','$(this).button(\"disable\");checkReqdFields();return false;');
var requestedFields = " . json_encode($requestedFields) . ";
var requiredFields = " . json_encode($requiredFields) . ";
$.each(requestedFields, function(fieldName, fieldInfo) {
var fieldRow = $('tr#'+fieldName+'-tr');
var fieldType = fieldInfo.type;
var desc = fieldInfo.description;
if (!fieldRow.length) {
delete requestedFields[fieldName];
}
var fieldClass = fieldRow.attr('class');
if (fieldClass && fieldClass.indexOf('@HIDDEN') !== -1) {
delete requestedFields[fieldName];
}
});
$.each(requiredFields, function(fieldName, fieldInfo) {
var fieldRow = $('tr#'+fieldName+'-tr');
var fieldType = fieldInfo.type;
var desc = fieldInfo.description;
if (!fieldRow.length) {
delete requiredFields[fieldName];
}
var fieldClass = fieldRow.attr('class');
if (fieldClass && fieldClass.indexOf('@HIDDEN') !== -1) {
delete requiredFields[fieldName];
}
});
function fieldIsEmpty(fieldName, fieldType){
var fieldIsEmpty = false;
var fieldRow = $('tr#'+fieldName+'-tr');
if (!fieldRow.is(':visible')) {
return fieldIsEmpty;
}
switch (fieldType) {
case 'text':
case 'radio':
case 'truefalse':
case 'yesno':
case 'slider':
case 'file':
case 'signature':
fieldIsEmpty = ($('input[name=\"'+fieldName+'\"]').val()==='');
break;
case 'notes':
fieldIsEmpty = ($('textarea[name=\"'+fieldName+'\"]').val()==='');
break;
case 'dropdown':
case 'sql':
fieldIsEmpty = ($('select[name=\"'+fieldName+'\"]').val()==='');
break;
case 'checkbox':
fieldIsEmpty = (!$('tr#' + fieldName+ '-tr').find('input[type=\"checkbox\"]').is(':checked'));
break;
}
return fieldIsEmpty;
}
function createEmptyReport(fieldArray){
var empties = [];
$.each(fieldArray, function(fieldName, fieldInfo) {
var fieldType = fieldInfo.type;
var fieldDesc = fieldInfo.description;
if (fieldIsEmpty(fieldName, fieldType)) {
empties.push(fieldDesc);
}
});
return empties;
};
function addClassToField(fieldName, className){
var fieldRow = $('tr#'+fieldName+'-tr');
fieldRow.addClass(className);
};
function checkReqdFields(){
$('#requested-list').empty();
$('#required-list').empty();
var emptyRequested = createEmptyReport(requestedFields);
var emptyRequired = createEmptyReport(requiredFields);
if (emptyRequested.length + emptyRequired.length == 0){
dataEntrySubmit();
} else {
if (emptyRequested.length > 0) {
$('#modal-requested-header').show();
// Re-enable the modal's submit button
$('button#confirmSubmit').prop('disabled', false);
// Create a <ul> element
var requestedUl = document.createElement('ul');
// Loop through the descriptions and create <li> elements
emptyRequested.forEach(function(description) {
var li = document.createElement('li');
li.textContent = description;
requestedUl.appendChild(li);
});
document.getElementById('requested-list').appendChild(requestedUl);
} else {
$('#modal-requested-header').hide();
}
if (emptyRequired.length > 0) {
$('#modal-required-header').show();
// Disable modal's submit button
$('button#confirmSubmit').prop('disabled', true);
$('#modal-action').text('". $settings['modal-footer-required'] ."');
// Create a <ul> element
var requiredUl = document.createElement('ul');
// Loop through the descriptions and create <li> elements
emptyRequired.forEach(function(description) {
var li = document.createElement('li');
li.textContent = description;
requiredUl.appendChild(li);
});
document.getElementById('required-list').appendChild(requiredUl);
} else {
$('#modal-required-header').hide();
}
// Show modal
$('#confirmationModal').modal('show');
// Handle the OK button click in the modal
$('button#confirmSubmit').on('click', function() {
// Hide the modal
$('#confirmationModal').modal('hide');
// Call the original function
dataEntrySubmit();
});
// Handle the Cancel button click in the modal
$('#cancelSubmit, .close').on('click', function() {
// Re-enable the submit button
$('#confirmationModal').modal('hide');
$('button[name=\"submit-btn-saverecord\"]').button('enable')
$.each(requestedFields, function(fieldName) {
addClassToField(fieldName, 'em-requested');
});
$.each(requiredFields, function(fieldName) {
addClassToField(fieldName, 'em-required');
});
});
// Re-enable the submit button if the modal is closed without confirmation
$('#confirmationModal').on('hidden.bs.modal', function () {
$('button[name=\"submit-btn-saverecord\"]').button('enable')
$.each(requestedFields, function(fieldName) {
addClassToField(fieldName, 'em-requested');
});
$.each(requiredFields, function(fieldName) {
addClassToField(fieldName, 'em-required');
});
});
}
};
</script>";

if ($settings['highlight']) {
echo "<style>
tr.em-requested .labelrc, tr.em-requested .data {
background: " . $settings['requested-hlcolour'] . ";
}
tr.em-required .labelrc, tr.em-required .data {
background: " . $settings['required-hlcolour'] . ";
}
</style>";
}

echo "<div class='modal fade' id='confirmationModal' tabindex='-1' role='dialog' aria-labelledby='confirmationModalLabel' aria-hidden='true'>
<div class='modal-dialog' role='document'>
<div class='modal-content'>
<div class='modal-header'>
<h5 class='modal-title' id='confirmationModalLabel'>".$settings['modal-title']."</h5>
<button type='button' class='close' data-dismiss='modal' aria-label='Close'>
<span aria-hidden='true'>&times;</span>
</button>
</div>
<div class='modal-body'>
<p id='modal-requested-header'>".$settings['modal-requested-header']."</p>
<div " . ($settings['highlight'] ? "style='background: " . $settings['requested-hlcolour'] . ";'" : "") . " id='requested-list'></div>
<p id='modal-required-header'>".$settings['modal-required-header']."</p>
<div " . ($settings['highlight'] ? "style='background: " . $settings['required-hlcolour'] . ";'" : "") . " id='required-list'></div>
<p id='modal-action'>".$settings['modal-footer-norequired']."</p>
</div>
<div class='modal-footer'>
<button type='button' class='btn btn-secondary' data-dismiss='modal' id='cancelSubmit'>".$settings['modal-cancel']."</button>
<button type='button' class='btn btn-primary' id='confirmSubmit'>".$settings['modal-submit']."</button>
</div>
</div>
</div>
</div>";
if ($settings['show-requested']) {
echo "<script>
var requestedLabelDiv = '<div class=\"requestedlabel\" aria-label=\"response requested\">" . $settings['requested-label'] . "</div>';
document.addEventListener('DOMContentLoaded', function() {
$.each(requestedFields, function(fieldName) {
var fieldRow = $('tr#'+fieldName+'-tr');
fieldRow.find('label#label-' + fieldName + ' div[data-mlm-field=\"' + fieldName + '\"]').append(requestedLabelDiv);
});
});
</script>
<style>
.requestedlabel {
font-size: 12px;
color: " . $settings['requested-label-colour'] . ";
font-weight: normal;
}
</style>";
}
if ($settings['disable-greenhl']) {
echo "<script>
doGreenHighlight = function() {};
</script>";
}
}
}
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