---
title: "Hiding Surveys"
slug: "hiding-surveys-1"
updated: 2026-10-08T18:50:12Z
published: 2026-10-29T16:48:09Z
canonical: "wiki.cobblestonesoftware.com/hiding-surveys-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Hiding Surveys

**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.

# 3. Navigating to Survey Templates

1. From the Contract Insight homepage, click the **Surveys** icon in the left navigation bar.
2. Select **Survey Templates**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-surveys-menu.png)

The **Survey Templates** list opens. The **Active** column shows whether each template is currently active (**Yes**) or hidden from active use (**No**). Use the filter icon in the **Active** column header to show only active or inactive templates.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-templates-list.png)

# 4. Hiding a Survey Template

1. On the **Survey Templates** list, click **Manage** on the row of the template you want to hide.

The template's details page opens, showing its current **Active** value.

1. Click **Edit All**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-template-details.png)

1. Click the **Active** dropdown and select **No**.
2. Click **Save**. To leave without changing the template, click **Cancel**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-edit-active.png)

The template stays in the **Survey Templates** list with **Active** set to **No**. Its configuration, history, and any results are preserved.

**Note:** **Active** is a required field, so it must always be set to either **Yes** or **No**.

# 5. Showing a Hidden Survey Template Again

1. On the **Survey Templates** list, find the template with **Active** set to **No** and click **Manage**.
2. Click **Edit All**.
3. Set **Active** to **Yes**, then click **Save**.

# 6. Quick Reference Summary

| Task | Where |
| --- | --- |
| Open the template list | **Surveys** → **Survey Templates** |
| See which templates are hidden | **Active** column (**No** = hidden) |
| Hide a template | **Manage** → **Edit All** → **Active:** No → **Save** |
| Show a template again | **Manage** → **Edit All** → **Active:** Yes → **Save** |