Control visible and exported task columns
Hide selected result columns from the table and export output.
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
Hide selected result columns from the table and export output. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the report.
- Locate Hide Export Columns.
- Select every column that should not appear in the report/export.
- Apply the filter.
- Open the DataTables column-visibility control and confirm the selected columns are hidden.
- Run the available export action and confirm hidden columns are excluded.
Fields, choices and supported possibilities
Hide Export ColumnsMulti-select list of result columns.
not-export classThe report marks selected columns so export tools omit them.
Code-backed validations and workflow rules
- Column selection affects report presentation/export; it does not remove data from the underlying task record.
Expected result and verification
- Column control 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 treat hidden columns as an access-control boundary.