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  3. 7.18
  4. AtHoc Account
  5. Configure accountability template settings
  6. Manage visibility options for user messages and workflow fields

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.
    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
    .