On Wednesday 3/11/20 we will be turning on the External Data functionality in Kuali Research Protocols which will make an External Data link available in the menu options for users assigned to the IRB System Configurer or IACUC System Configurer roles in groups:

External Data along with the External Data Gadget allows an institution to setup an institutionally maintained data source to populate as a dropdown list or typeahead search in their Protocol forms. This allows a compliance administrator to setup values that can be updated without updating their protocol templates. Common use cases for this are buildings and rooms on campus where research can take place, or a list of available species for inclusion in an IACUC protocol.
More information on using this functionality can be found in the Protocols - External Data article and the roles required for this access can be found in the Managing Protocol Permissions article.
Comments
4 comments
Is this functionality available in the monolith? We have a use case where we would like to dynamically populate lists of buildings, floors & rooms that users could select from within in a PD record (questionnaire).
Jason DeFay this functionality is only available for Protocols; not the monolith.
Excerpt from the External Data info page:
"Progressive Display for External Data: If you need to base progressive display on an External Data gadget you can compare against contains or does not contain. <...snip...> Progressive display for this field is based on the ID, not the Value."
Is the progressive disclosure compare options set in stone? When we were testing this functionality I raised a concern that comparing an ID using contains will not guarantee a unique match. Say I have a data set with ids 1, 2, 11, 12 and I want to display extra fields when the user selects ID 1. If I have a progressive disclosure with criteria that ID contains 1 I will match on 1, 11, and 12 when I only want to match on 1.
CSU Research Services For now those are the only options but we could add more in the future. I've created a story ticket in our backlog to track the request to add other compare options; like equals or does not equal. I might also suggest to post on community to have a discussion in the protocols user group.
Thanks for the feedback!
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