Filter tasks by related record type
Limit tasks to one supported CRM relationship type.
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
Limit tasks to one supported CRM relationship type. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open the task report.
- Locate Related Type.
- Choose Project, Invoice, Customer, Estimate, Contract, Ticket, Expense, Lead or Proposal.
- Set any other required criteria.
- Select Apply Filter and review the result table.
Fields, choices and supported possibilities
Related TypeChoose Project, Invoice, Customer, Estimate, Contract, Ticket, Expense, Lead or Proposal.
Apply FilterRuns the report with the submitted criteria.
Code-backed validations and workflow rules
- The relationship type controls which related-record selector is loaded and which task.rel_type value is matched.
Expected result and verification
- Filter tasks by related record type 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.