Update a saved task-filter template
Change the criteria stored under an existing personal template. 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
Change the criteria stored under an existing personal template. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Task Filter Templates and load the template.
- Change the required report criteria.
- Keep the save-template control selected and retain or revise the template name.
- Apply the filter.
- Reload the template and verify the updated criteria.
Fields and options to review
Existing template IDIdentifies the record being updated.
Filter parametersReplaced with the newly serialised report criteria.
Rules the system enforces
- The UI reaches update after loading an existing template.
- The model update applies by record ID after the controller has loaded it; use the normal owner-scoped UI only.
How to confirm it worked
- Updating 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 manipulate filter IDs in the address bar.
Continue with related guidance
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