Visibility is a feature on a Folio Template lets you make fields on that Template, Mandatory, Optional, Hidden or Read-Only. You can apply these visibility settings to the field in each stage of the workflow.
To make changes to the visibility settings on a Folio Template, go to Admin then select Folio Templates and select the template you want. On this Template, click on the Fields Tab and then on Visibility.
On the Visibility Settings, you will see a list of all of the fields on this Template, and on the right side you will see the Stages that have been set up in Workflow.
Each field can have one of the following visibility settings in each stage.
- Optional: The fields does not need to have a value in the stage.
- Mandatory: If the field is Mandatory in the first stage, it must have a value when a Folio record is created. In subsequent stages, if a field is Mandatory, it must have a value when it is submitted for approval or moves from that stage.
- Hidden: The field is hidden in this stage.
- Read Only: The field is visible in this stage, but cannot be edited.
To change the visibility settings for a field click on the setting that has been selected and choose from the dropdown:
To update the visibility settings of multiple fields at once tick the boxes on the left side of the fields that you want to update, then select Update Visibilities and choose the visibility that you want to apply:
If you only want to apply this visibility setting to the fields in certain stages, then after selecting the fields that you want, untick the stages that you don't want to apply the update to:
Note:
- Visibility cannot be changed for the Key field.
- Person Responsible and Title fields cannot be made Optional in any stage.