Load a saved lead-filter template
Restore a personal template into the report form
Exact navigationAdmin Area → Lead Filters → Lead Filters
Before you begin
- Confirm 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 this guide covers
Restore a personal template into the report form The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Lead Filter Templates.
- Select the template.
- Review populated criteria and date period.
- Apply the report.
Fields, choices and supported possibilities
filter_idNumeric query parameter.
OwnershipNormal model lookup is current-staff scoped.
Code-backed validations and workflow rules
- Saved values are loaded into the request only when there is no competing submitted POST.
Expected result and verification
- Load a saved lead-filter 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.