When client data is collected in Clarity Human Services, it's collected using fields. There are fields that are created and maintained by Bitfocus and available to every customer, including fields for the HMIS Data Standards. Custom fields can also be created, allowing communities to track data specific to their local needs.
Fields are created and managed in Field Editor. When edited within Field Editor, changes apply to the field itself and, consequently, impact the appearance and functionality in any screen it's added to. Alternately, fields can be edited within screens. When edited within a screen, those changes will only impact the behavior within that screen.
In this article, we'll review the main components of fields and the Field Editor. We recommend you start here before creating and editing in either Field Editor or Screens. For information about adding to and editing fields in screens, see Creating and Editing Screens and Screen Field Editor.
Note: only System Administrators can access Field Editor.
Accessing and Searching Fields in Field Editor
To access Field Editor, navigate to the launchpad, and click Setup > Field Editor (figure 1).
To search for an existing field, begin typing the name of the field. As you type, field suggestions will be provided (figure 2).
You can narrow your search based on the field Table Type. These represent different categories of fields (figure 3). There are four Table Types:
- System: fields used in the Clarity Human Services interface, rather than screens (e.g., Bed Types, Funding Source).
- Core: fields used in screens for commonly collected data (e.g., HMIS Data Elements, VI-SPDAT questions).
- Custom: fields created and maintained by System Administrators.
- Live Markers: fields auto-populated based on responses to other fields.
Field Editor search results include Field Name, Display Name, Field Type, and Table Type (figure 4). In Creating and Editing Fields, we'll look at how these and additional field components are defined.