Save a new task-filter template
Store the current report parameters under a personal template name. 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
Store the current report parameters under a personal template name. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Configure every report criterion, grouping and hidden/export column required.
- Select the checkbox labelled Select Checked to Save Filter Template.
- Enter a clear name in Save as Filter Template.
- Select Apply Filter.
- Go to Task Filter Templates and confirm the new template appears.
Fields and options to review
Save checkboxEnables template persistence for this request.
Template nameRequired by the browser script; the form limits input to 100 characters while the database column allows up to 200.
Rules the system enforces
- The submitted filter parameters are serialised and stored with the current staff ID.
- Use names that identify purpose and period rather than personal data.
How to confirm it worked
- Saving 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.
- Do not include secrets or sensitive customer details in the template name.
Continue with related guidance
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