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REDCap Survey Tips and Tricks 
University of Iowa 
Institute for Clinical and 
Translational Science (ICTS) 
https://www.icts.uiowa.edu/confluence
/display/ICTSit/REDCap#REDCap-
REDCapAdvancedTopicsTraining 
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Survey Tips and Tricks 
Fred McClurg, fred-mcclurg@uiowa.edu  
Heath Davis, heather-davis@uiowa.edu 
https://icts.uiowa.edu/confluence/do
wnload/attachments/53149797/REDC
ap_Survey_Tricks.pdf 
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Survey Form Design 
There are two survey types: 
1. Public 
2. Private 
Some effort should be spent 
deciding which survey type to 
use. 
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Public of Survey Type 
The public survey type uses the 
same URL for all participants.  For 
example: 
https://redcap.icts.uiowa.ed
u/redcap/surveys/?s=3MEqbk 
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Pre-Populated Survey Form 
 It is possible to pre-populate 
any number of the fields in a 
public survey form in order to 
define default values. 
 This is done by appending  
key/value pairs to the query 
string of the survey URL. 
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Pre-Populated Survey Fields 
A researcher, for example, could pre-
populate several form variables, so the 
participant has a defaulted value. 
Consider the following variables: 
 pid_survey  Participant ID 
 first_name  First Name 
 last_name 
Last Name 
 survey_date  Today’s ate 
 study_week  Week Name 
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Creating Key/Value Pairs 
Values can be pre-populated by adding 
key/value pairs to the query string. 
The “key” is the variable name 
The “value” is the form value 
The key/value pairs should be specified with 
the variable name first, followed by an equals 
sign, and end with the field value in following 
format: 
pid_survey=123 
first_name=Fred 
last_name=McClurg 
survey_date=2012-04-24 
study_week=1 
URL Encoding Values 
Any special characters found in the value must be 
encoded.  A special character is any character that is 
not a-z, A-Z, 0-9, “_” or “.”  These characters are 
encoded by converting them to their hexadecimal 
equivalent. 
Character 
URL Encoded Value 
Space “ ” 
%20 
Comma “,” 
%2C 
Newline 
%0A 
There are a number of online URL encoders on the 
internet to assist in the process of converting a 
character string to an encoded string.  Example: 
http://meyerweb.com/eric/tools/dencoder/ 
Defining the Query String 
The key/value pairs are delimited with an 
“&” between each pair.  The query string 
is built by placing the key/value pairs 
after the “?” on the public survey URL. 
The variables mentioned previously could 
be pre-populated in a survey by using the 
following URL: 
https://redcap.icts.uiowa.edu/redca
p/surveys/?s=3MEqbk&pid_survey=123&
first_name=Fred&last_name=McClurg&s
urvey_date=2012-04-24&study_week=1 
Pre-populated Survey Results 
The resulting 
survey would look 
similar to the 
following: 
10 
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