How do I hide activities and activity fields for specific user types?

You can hide activities and activity fields from users. For example, you can stop contingency workers from viewing their activities starting tomorrow, or you can hide the customer rating field from mobile workers.

  1. Click Configuration > User Types.
  2. Select the user types for which you want to hide activities or activity fields.
  3. Go to the Restrictions and Filters tab.
  4. To hide the activities, select Hide all activities. Click the drop-down list and select either 'starting tomorrow' or 'starting day after tomorrow'.
  5. To hide specific activity fields, select Hide activity fields. Click the drop-down list and select either 'starting tomorrow' or 'starting day after tomorrow'.
    1. To configure the fields that you want to hide, click the activity fields link.
    2. On the Field restrictions context layout structure, click Click to add and select the properties and buttons that you want to hide.
    3. To add the visibility, click the property or button, click Add new visibility. Select Hidden and then add any conditions based on which you want the property or button to be hidden.
    4. Click Save.
  6. To filter the visible activities on the current route, click the pencil icon in the Filter restricting visible activities section. Select the filters to apply and click Select.
    The filters must be created on the Configuration > Filters page.
  7. On the Restrictions and Filters page click Save.