I really like the ability to add visibility filters to templates. One problem that still remains is that I cannot give a "role" to templates that are attached to a communication plan. This means that as a "registrar" I still have to scroll through all templates in order to update or use individual emails attached to a plan and this somewhat defeats the purpose of the role filter. It would be fantastic if communication plans had the same visibility filters so that a "registrar" email could be linked to a "registrar" communication plan.
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Adam Sentz @Sarah - I just want to applaud you for figuring out why that limitation exists, what would be required to change it, and articulating it so concisely. 👏👏 It's trickier than it appears at first glance which is why we didn't include that functionality along with the template permissions, but the use case seems legitimate.
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David Lorimer We also just ran into this. I have a ton of templates that we use only for Admissions. But in order to put them in a comm plan, they must be publicly visible. I really don't want all the staff at the college having access to my recruitment email templates. But I can't restrict their visibility to Admissions roles.
I would see this being set up as a person can add any template to a comm plan that they personally have the ability to see. But it's obvious to see how that would become complicated when editing a communication plan. So what Sarah is suggesting of having a visibility option on a comm plan, and then comm plan can see all template with that visibility is a much better idea.
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