Review task-filter template activity logs
Follow this guide to use CRM activity evidence for template creation, updates and deletion. 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 → Utilities → Activity Log
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 CRM activity evidence for template creation, updates and deletion. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the CRM activity log.
- Search around the time the template was created, updated or deleted.
- Match the action, staff member and template name.
- Use the event together with the owner-scoped template list when investigating a change.
Fields and options to review
Logged actionsAdd, update and delete template operations call the CRM activity-log function.
Rules the system enforces
- The activity log records the module action; it is not a versioned copy of every previous filter parameter.
How to confirm it worked
- The activity-log review 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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