COBBLESTONE SOFTWARE

Contract Insight — User Guide

Hiding Surveys

12. Surveys & Decision Trees › 2. Surveys/Questionnaires › Hiding Surveys

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A survey template's Active field (Yes/No, required) is the visibility control found on the Survey Templates record in this environment; no separate "Hidden" or "Visible" field was found alongside it on the Details view or the full Edit All form. Setting Active to No is the mechanism available for taking a template out of active use without deleting it — it remains in the Survey Templates list (and its history/results, if any, are preserved) but is presumably no longer offered when attaching a new survey to a record, consistent with how an Active toggle is used elsewhere in the application (e.g. on Record Flows' "Run this flow" toggle) to disable something without removing its configuration.

2. Key Elements

• The Active field (Yes/No, required) on a Survey Template record is the visibility/availability control identified for that template in this environment.
• No separate "Hidden" or "Visible" field exists alongside Active on either the Details summary view or the full Edit All form for a survey template.
• Setting Active to No is the way to take a template out of active use without deleting it — the record and its history remain in Survey Templates.
• This mirrors the Active/enable-toggle pattern used elsewhere in the application (for example, a Record Flow's "Run this flow" toggle) for disabling something without discarding its configuration.
• This topic is grounded via the Active field rather than a feature literally labeled "Hide," since no such control was found on the live record.