Understand ungrouped task results
Read the report as individual task rows when no grouping option is selected. 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
Read the report as individual task rows when no grouping option is selected. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Clear Group By or leave it unselected.
- Apply the required filters.
- Check one table row per returned task.
- Use the task and related-record links to verify the source records.
Fields and options to review
Task rowShows the task and supported operational details.
OrderThe query orders by the selected date-basis field ascending.
Rules the system enforces
- Ungrouped results are the clearest choice for record-by-record verification.
How to confirm it worked
- The ungrouped report 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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