Load a saved lead-filter template
Restore a personal template into the report form. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Restore a personal template into the report form The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Lead Filter Templates.
- Select the template.
- Check populated criteria and date period.
- Apply the report.
Fields and options to review
filter_idNumeric query parameter.
OwnershipNormal model lookup is current-staff scoped.
Rules the system enforces
- Saved values are loaded into the request only when there is no competing submitted POST.
How to confirm it worked
- Load a saved lead-filter template completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Continue with related guidance
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