Feature Request: add Manual Table Update button, Issue: Editing Survey Response removes instance table link

[Dan-healthWA]

Context:
When opening a form of a "completed" Survey Response through an instance table, users are required to select "edit response" to make changes.
This results in removing the update trigger of the related instance table, which:
1. Closes the saved form & redirects to "Record home page", does not close pop-up [not an issue]
2. When pop-up is closed instance table will not have updated [the issue]

For the Pop-up window associated with the instance table I can see the url variables change from:
- pid=000, id=11, event_id=22, page=form_name, instance=1, extmod_instance_table=1

To "edit response" enabled:
- pid=000, id=11, event_id=22, page=form_name, instance=1, editresp=1

Resolution Possibilities:

• Is there a means to update the instance table through a button similar to the "+Add New".
  • Don't want users to refresh entire page instance table is on.
• Or is there a way to pipe the editresp=1 when selecting a form through the instance table along with extmod_instance_table=1 which would be a more neat solution for use.
  • Unsure if this would even work given user privileges.

Cheers,
Dan.

[lsgs]

I think I am missing something here @Dan-healthWA. I set up a survey form with an instance table on it and completed a survey response. When viewing the completed survey response in data entry view I am finding:

• The "+Add New" button is active without having to click "Edit survey response"; likewise the instance editing via the form status indicators in the table. I am happy with this behaviour because it is not the current (completed survey) form that is being edited.
• If I click "Edit survey response" I am finding the behaviour is unchanged - both instance editing and "+Add New" buttons are remaining functional.

So what am I missing?

[Dan-healthWA]

Hi LSGS, realised I'd made the initial context confusing by order, it has been edited, below is additional context on the use case.

Database Flow Description:

1. Survey Instrument - "Referral"
   i. Link to repeated instrument new form
   ii. Open "Medication Chart" new instance
   iii. Fill in Start Date & Time (partially filled)
   iv. "Save & Exit"
2. Non-Survey Instrument - "Review"
   i. Instance Table of "Medication Chart" (appears fine)
   ii. Open "Medication Chart" instance
   iii. Select "Edit survey response" <- beginning of issue
   iv. Fill in End Date & Time (completely filled)
   v. "Save & Exit"
   vi. Close pop-up window (pop-up redirected to record ID home, didn't close automatically)
   vii. Instance Table with incorrect rows (hasn't updated) <- The issue

The issue I've encountered is that the partially filled repeated instruments require selecting "Edit survey response" which changes the URL variables, which as best I understand removes the request to update the instance table on saving the repeated instrument.

As such I'm wondering if it is viable to create a feature to refresh the table via the press of a button attached to the table itself.

Notes:

• It is not functional for my users to separate the medication start and end times, it is a must that a partially filled form be edited to complete.
• My institute uses REDCap v15.5.14 & Instance Table v1.13.0, if you believe the issue already resolved in later updates feel free to close.

[lsgs]

Thanks for the follow-up info @Dan-healthWA. I get what you mean now... When you click "Edit response" it is losing the knowledge that it is in the popup window, and hence does not perform the table refresh after a save, nor close the window with "Save & Exit".

I've done release v1.13.2 with a fix...