Customization Engine (Enterprise Library) Overview
Library blocks are unique sets of library fields placed in a specific order, that display together as a block of questions in any template used in the application, such as participant demographics. Blocks can be created or customized to display fields in a certain order as well as set properties such as behavior (create new OR update revise) show, required, and conditionals.
Create new behavior means the block accepts new data each time it is used, while update revise means the block will be pre-filled with previously collected data the last time the bock was collected in a template. Blocks may also have unique names, labels, and descriptions.
Customers are limited to the default blocks which may be customized, as well as three default blocks that are empty by default and can be used for any purposes the customer may have. In the future, the customization engine will support the creation of new blocks that are empty by default.
Please note that the default blocks of demographics, contact information, and recovery characteristics also drive the information that display on the participant profile. You are not required to use these blocks, but should you elect to not use them, no related information will display on the participant profile. The display on the profile is dynamic, so any changes made to these three blocks will display on each participant profile in the staff application.
Library templates make up the data collection forms that are used throughout the application. Templates can be created for engagement sessions (e.g, brief check-ins), custom data collection forms (e.g., REAL-D custom form), or activity logs (e.g., harm reduction activity log). Templates can be created by placing blocks in a specific order, which controls their display within the template when used in the application. Each template must have a type selected, a name and label provided, and any descriptive help text included as necessary. The customization engine provides 3 custom templates that may be deployed in addition to the standard templates available.
The workflow section of the customization engine is coming soon and will allow customers to specify additional properties for created and customized templates such as advanced if/then properties (e.g., use this template after this event happens), template eligibility (e.g., make this template available only to these organizations, locations, or specific program IDs), and much more.