You can edit a copy of a predefined template to design the layout and content of a People Management window. Use the People Management Configurator tool.

To see a full list of the properties you can set for templates, windows, canvases, tab pages, and items, see: People Management Configurator Options.

   To edit a template:

1. In the Find Template window, select the template you want to edit and choose Edit.

   The Designer window of the People Management Configurator tool is displayed, showing a navigation tree for the items on the template. When you select something in the navigator, its properties are shown in the bottom half of the window. A representation of each window in the template form as it will appear to the user is also displayed behind the Designer.

2. Review the template properties and edit as required. Click in the Further Information field (a predefined descriptive flexfield) if you want to:

   • Restrict the template to handling applicants, employees or contingent workers only.

   • Specify which windows (Summary, Maintenance and Find) are included in the template, and which one displays first.

3. Click the + symbol next to the template name (top node in the navigator) to expand the node and display Windows and Items.

4. Expand Windows to display details of the windows in the template.

5. Expand each window to display the canvases and tab pages it contains, then expand the canvases and tab pages to specify the properties of each.

   For example, you can specify the title, size, and position of the Summary window. You can choose which tab pages appear on the Maintenance window and specify the label and navigational direction (top to bottom or left to right) in the tabs.

   Note: If you make any changes to the properties of a window, canvas, tab, or item and do not want to save them, you can select Clear Record from the toolbar to reset the changes.

6. To set up a checklist tab, see Defining Checklists.

7. Expand Items to display all the fields and buttons that are used in the template. The window on which each item is displayed is shown in brackets.

8. Select an item to view and update its properties. For example, you can move a field or change its prompt.

9. To add fields that do not currently appear on the template, or remove fields from the template, see: Adding and Removing Fields on a Template.

10. Save your work.

    Previewing Your New Window

11. Choose Run Template from the Tools menu to see how the window will appear to your users, and to test task flow and right mouse menus.

    Attention: Before you can preview your window, you must first enable the template and add the new window to a menu. We recommend that you preview your windows on a test database only, to avoid security infringements.