This section provides an overview of the Field Editor.
This section is divided into four parts:
- Searching For Data Fields
- Field Options
- Field Name / Display Name / Type / From
- Editing Custom Data Fields
The Field Editor can be used to create custom data fields. These custom data fields can then be used and modified through the Screen Editor in the Screens tab.
To learn how to modify existing custom data fields, please refer to the Working with Screen Data Fields page.
To use the Field Editor, click the Launchpad icon and click on Setup. Next, click the Field Editor tab which will open the Field Editor screen.
Searching for Data Fields
From the Field Editor screen, you can search for existing data fields by typing a keyword in the search bar. In the example below, the user typed ‘Gender’ into the search bar and the data fields associated with Gender are now listed below.
You also have the ability to narrow your search using the dropdown to the right of the search bar. The options are listed below:
- Live Markers
Core & System Fields
These are fields that are permanently integrated into the system and cannot be changed by users.
These fields can be created and modified by the user.
Live Markers use custom programming to serve two primary purposes:
- Eliminate the need to ask duplicate questions on multiple screens,
- Automatically calculate information that can subsequently be used as a display constraint.
For more information on Live Markers, please refer to the Creating Custom Data Fields page.
In the example below, when Live Markers is selected, the search results only lists the data fields that are Live Markers and associated with Gender. In this case, there is only one such data field.
Search Results Columns
When you enter a keyword into the search box, you will notice 4 columns in the search results: Field Name, Display Name, Type, and From. Each are described below.
|Field Name||The Field Name column indicates the the name of the field in the SQL table. It is usually all lowercase letters separated with underscores. Ex. field_data_name|
|Display Name||The Display Name column refers to the Field Display Name, which is the name that appears on the end-user’s screen.|
|Type||The Type column refers to Field Type, or the type of data field.|
|From||The From column refers to the From Table, which indicates what field category the data belongs to (i.e. Live Marker, Custom, Core, System).|
A data field can be designed to be any of the following types:
|Text||Will accept short text strings|
|Textbox||Intended for collecting text that exceeds the Text field type. For example, notes or a description.|
|Date||Displays a calendar icon that will allow you to select a date and display it in MM/DD/YYY format|
|Number||Will only accept an integer as input|
|Dollar||Similar to a Number field type, however automatically places a '.00' at the end of the input|
|Checkbox||Allows a toggle to be used to specify a binary value|
|Phone||Intended to collect data in a phone number format XXX-XXX-XXXX|
|Picklist||Allows the user to select from a dropdown list of values|
Editing Custom Data Fields
Data Fields with a Custom or Live Marker field category are the only type of data fields that the user can edit. Core and System field categories can only be created/modified by Clarity Human Services staff.
To edit an existing custom data field, mouseover the data field and select the edit icon that appears to the left.
This will take you to the Modify Field screen, where you can edit the data field.
For more information on the elements of this screen, please refer to the Creating Custom Data Fields page.
You can also create new custom data fields by selecting the Add Field textat the top right corner of the Field Editor main screen.