Combine multiple task-filter criteria
Build a narrow report by applying supported conditions together.
Exact navigationAdmin Area → Task Filters → Task 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
Build a narrow report by applying supported conditions together. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Start with the broadest required scope: staff member or related type.
- Add status and billable conditions.
- Add a related record, customer group or tags where applicable.
- Select the reporting period and date basis.
- Choose grouping and hidden/export columns.
- Apply the filter and remove one condition at a time if the result is unexpectedly empty.
Fields, choices and supported possibilities
Criteria relationshipDifferent filter families are combined together, narrowing the result.
Multi-select fieldsSelected values inside status or tags act as allowed alternatives.
Code-backed validations and workflow rules
- A result must satisfy every applicable filter family.
- Related record and customer-group filters depend on a compatible Related Type selection.
Expected result and verification
- The combined 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.