Manage visibility options for user messages and workflow fields

You can manage the visibility settings for the accountability template Messages and Workflow fields.

  1. In the navigation bar, click Account > Accountability Templates.
  2. On the Accountability Templates screen, select an accountability template or click New.
  3. On the accountability template details screen, click Settings.
  4. On the Accountability Template Settings screen, click the User Messages and Workflow tab.
  5. In the Visibility in Event section, do one of the following:
    • Select Show User Messages and Workflow section, then select the check boxes next to each option you want to make available to users who are creating events from the template.
      • Select Show as initially collapsed if you want the Messages and Workflow section to display in its collapsed state when the template is first opened by the event creator.
      • Select Show as read-only and prevent operator from editing if you the event creator to be able to see the Messages and Workflow section without being able to edit any fields in it.
    • Select Hide User Messages and Workflow section if you do not want users who are creating events from the template to be able to see the Messages and Workflow section.
    Note: If a section of the template is not ready for publication, you cannot set the visibility options for that section to "Read-Only" or "Hide."
  6. Click Apply.