Group by task name and related record
Use the Task Name and Related record grouping option to organise the result table.
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
Use the Task Name and Related record grouping option to organise the result table. 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.
- Set the required filters.
- Under Group By, choose Task Name and Related record.
- Apply the filter.
- Review group headings and task rows for the expected order.
Fields, choices and supported possibilities
Group ByTask Name and Related record
Code-backed validations and workflow rules
- Uses task name first and related record second.
- Grouping changes presentation/aggregation logic and should be tested before relying on exported totals.
Expected result and verification
- Group by task name and related record 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.