You can add individual segments of a flexfield to a template you create using the People Management Configurator, or you can add a popup window containing all the segments in a flexfield. For reasons of performance, it is recommended that you use a popup window if you have a large number of segments that you want to add to the window.

   To add individual flexfield segments to a template:

1. Open your template using the People Management Configurator.

   See: Editing a Template.

2. Expand Items and locate the flexfield segment.

3. Add the value item for the flexfield segment.

   See Adding and Removing Items on a Template

4. If the user will be selecting the value for the segment from a value set, enter the meaning item so that the longer description is also displayed.

   Note: It is your responsibility to ensure that you enter all flexfield segments required by your configuration. If you omit flexfields that you have defined as mandatory, the user will be unable to save records.

   To add a popup flexfield window to a template:

1. Open your template using the People Management Configurator.

   See: Editing a Template.

2. Expand Items and locate the flexfield items.

3. If you have previously added individual segments of the flexfield to the template, you must first remove all of them. Right-click on each segment of the flexfield and choose Delete from the right mouse menu.

   See Adding and Removing Items on a Template

4. Add the Flexfield Name Popup item to the window. This adds a popup window containing all of the flexfield segments.

5. Save your work