Filter tasks by one related record
After selecting a relationship type, limit results to one specific related record. 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 → Task Filters → Task 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
After selecting a relationship type, limit results to one specific related record. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the task report.
- Find Related Record.
- Select the required project, invoice, customer, estimate, contract, ticket, expense, lead or proposal.
- Set any other required criteria.
- Select Apply Filter and review the result table.
Fields and options to review
Related RecordChoose the required project, invoice, customer, estimate, contract, ticket, expense, lead or proposal.
Apply FilterRuns the report with the submitted criteria.
Rules the system enforces
- The selected ID is matched together with the selected relationship type; do not reuse an ID with the wrong type.
How to confirm it worked
- Filter tasks by one related record 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
Was this guide useful?Your response is stored only in this browser.