What's new

Explore the latest updates, improvements, and fixes across Trial Deck.

Multiple supporters, now built in

Summary

More of Trial Deck now works the way real study support often works in practice, with multiple supporters available across key participant workflows. Alongside that, this release makes data query collaboration easier, tightens privacy and registration controls, and improves the performance and reliability of exports and background processing.

Highlights

  • Multiple supporters are now supported across key participant workflows

  • Data Query Management now supports multi-user query assignment

  • Participant registration and privacy controls have been strengthened

  • Data export performance and status handling have been improved

  • System performance and background processing have been optimized

  • Reliability fixes applied across login, roles, and exports

Stronger exports and smoother sign-ins

Summary

This release is all about making Trial Deck feel more dependable in the day to day. Exports are easier to trust and monitor, Flow Builder catches issues earlier, participants can sign in more simply, and teams get more control over notifications, safeguarding, and channel capacity — all alongside a round of security and defect fixes.

Highlights

  • Added validation checks for Trial Builder filters

  • Improved data export reliability and status handling

  • Enabled adjustable channel capacity

  • Added one-time email login for participants

  • Added support for test notifications

  • Improved safeguarding checks and participant redirects

  • Applied security and defect fixes across exports and the builder

Sharper data queries, smoother workflows

Summary

This update makes day-to-day trial management feel cleaner and more reliable. Data queries are easier to work through, participant security is tighter, questionnaire handling is more robust, and a round of performance, monitoring, and system improvements helps the platform run more smoothly overall.

Highlights

  • Improved data query management with direct query closure and duplicate-query visibility

  • Stronger questionnaire handling, including a better Date of Birth input and safer validation behaviour

  • Automatic logout for blocked participants to tighten access control

  • Performance and stability improvements across the Overview page and participant-facing routes

  • System upgrades, key rotation tooling, login-attempt monitoring, and defect fixes

Faster navigation and safer exports

Summary

This release makes some of the most practical parts of Trial Deck feel faster and safer to use. Navigation and questionnaire loading are quicker, audit logs are easier to work with, exports are more tightly controlled, and Digital Interventions gets better support for concurrent questionnaire flows.

Highlights

  • Faster navigation and improved participant questionnaire loading

  • Audit log enhancements, including restored URL sharing and Type ID search

  • Data export security update so only the requesting user can download the export file

  • Concurrent questionnaire support and notification improvements in Digital Interventions

  • Visible Trial Deck version number and a fix for the decision block timeout defect

Performance improvements, front to back

Summary

This release focuses on the kind of performance work that makes Trial Deck feel smoother in everyday use. Key pages are more responsive, approvals and questionnaire flows are more robust, and some foundational backend changes help improve stability behind the scenes.

Highlights

  • Performance and usability improvements across the Channels page, approvals navigation, and questionnaire warnings

  • Backend stability improvements through a Redis cache upgrade

  • Bug fixes to improve reliability in trial setup workflows

  • Bug fixes to improve reliability in Data Query workflows

Data Querying, now in production

Summary

This release introduces the new Data Querying system into production, bringing a substantial update to how research teams can review and manage participant data. Alongside that, it adds more control over participant workflows, makes participant records easier to find, and improves API access for teams working with participant data at scale.

Highlights

  • Researchers can now move participants back to a previous block in the workflow

  • Participants can now be searched by email address in the participant list

  • A new bulk API endpoint allows participant records to be retrieved more efficiently

  • Additional participant progress and questionnaire handling fixes improve day-to-day reliability

Data Query workflows, now taking shape

Summary

This release lays the groundwork for a much bigger shift in how Trial Deck handles data review. It introduces the first phase of Data Query Management with end-to-end workflows for researchers and supporters, and starts turning queries into structured, trackable work across the platform — alongside an improved randomisation option for studies using simple coin-flip allocation.

Highlights

  • Introduced Data Query Management (Phase 1) with end-to-end workflows for researchers and supporters

  • Added the workflow engine that underpins tracked, assignable data query tasks across the platform

  • Added simple unit full randomisation for studies using coin-flip allocation

  • Data Query Management remains behind a feature toggle while feedback is gathered ahead of wider rollout

  • Note: enabling data querying may affect licence costs

Smoother exports and steadier trial flows

Summary

This release smooths out some of the more operational parts of Trial Deck. Exports are faster and better formatted, trial flow timing is more reliable, and participant state handling is more robust when steps are skipped — with export archiving introduced to reduce release-time load and Cloudflare now live to make the platform faster and more resilient.

Highlights

  • Improved data export formatting where questionnaire answers have changed

  • Improved export performance through cached data files

  • Enhanced block completion timing in Trial Builder

  • Fixed participant state handling when trial steps are skipped

  • Introduced end-to-end Data Query Management workflows for researchers and supporters (not yet enabled in UAT)

  • Export files older than 30 days are now archived

  • Cloudflare is now live for better performance, security, and resilience

Export archives and easier researcher handoffs

Summary

This release makes Trial Deck’s export and review workflows feel more durable and easier to manage over time. Historical exports can now be archived, questionnaire results can be delivered straight to cloud storage as PDFs, and researchers get better visibility into participant responses and more control over moving participants through study workflows.

Highlights

  • Introduced archiving for historical exports to reduce load and improve system performance

  • Added cloud delivery of participant questionnaire results in PDF format

  • Added configurable destination folders for exports and questionnaires

  • Improved researcher views for reviewing completed participant questionnaires and study progress

  • Allowed researchers to move participants to the next block manually when needed

  • Reminder: data export files are archived after 30 days

CSV exports and smarter workflow logic

Summary

This production release opens up more flexible ways to export, share, and route data through Trial Deck. Custom dataset exports now support CSV, questionnaire PDFs can be attached to notifications, Trial Builder gets more flexible logic controls, and the first groundwork for Data Query Management starts to appear behind the scenes.

Highlights

  • Custom dataset exports now support CSV output

  • Initial groundwork added for Data Query Management permissions and feature toggles

  • Questionnaire PDFs can be attached to system and custom email notifications

  • Trial Builder now supports opposite operators in filter block rules

  • Audit log navigation is faster with next and previous controls

  • New auto-completed flag makes automatic completion clearer