Load a saved task-filter template
Restore a personal template into the report form using its filter ID. 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 Filter Templates
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 using its filter ID. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Task Filter Templates.
- Select the required template.
- Verify the report opens with the saved criteria populated.
- Check date values before running a time-sensitive report.
- Select Apply Filter.
Fields and options to review
filter_idA numeric query parameter identifies the saved template.
Saved parametersDeserialised into the report request when there is no submitted POST request.
Rules the system enforces
- Only a numeric filter ID is loaded.
- The model lookup is normally restricted to the current staff owner.
How to confirm it worked
- Loading the 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.
- Check relative periods such as Today or This Month at each use.
Continue with related guidance
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