Group by task name and related record
Follow this guide to use the Task Name and Related record grouping option to organise the result table. 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
Use the Task Name and Related record grouping option to organise the result table. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the task report.
- Set the required filters.
- Under Group By, choose Task Name and Related record.
- Apply the filter.
- Check group headings and task rows for the expected order.
Fields and options to review
Group ByTask Name and Related record
Rules the system enforces
- Uses task name first and related record second.
- Grouping changes presentation/aggregation logic and should be tested before relying on exported totals.
How to confirm it worked
- Group by task name and 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
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