Adding and Removing Fields on a Template

For windows that have been designed using the People Management templates, you can choose to remove fields from the window if your users do not need them and you can add new fields if required.

For a full list of the fields, buttons and other items you can add to a template, see: Fields on the People Management Window.

Note: There is a distinction between removing a field from the template and removing a field from a window. If the field is on the template but hidden in the window, the field data is still active. Hidden fields, however, slow your performance so you should remove fields wherever possible. This procedure describes removing a field from the template so that its data is not used.

arrow icon   To add or remove a field from a template:

  1. Open the template using the People Management Configurator tool.

    See: Editing a Template.

    The template windows are displayed along with the People Management Configurator tool.

    Adding a Field

  2. To add a field or other item that is not already in the template, expand the Items node, then right-click on Items and choose New from the right mouse menu.

    Suggestion: Add all your new fields in a consistent location, such as the top of the branch, to help you keep track of them. Choose Refresh from the right mouse menu when you want the system to place your new fields in their correct alphabetical position.

  3. Click on the list of values icon in the Item Name field to open the Item Names Find window. Search for the field you want to add or enter % to see the complete list.

  4. Select the field you want to add and choose OK.

    Your new field appears under Items in the navigator.

  5. Set the following properties:

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

    You can choose to set other properties for the field. Refer to People Management Configurator Options for a complete description of all the properties.

    See also Adding Flexfields to a Template

    Removing a Field

  6. To remove a field or button from a template, right-click on the item in the navigator and choose Delete from the right mouse menu.

  7. Save your work.