Load a saved task-filter template
Restore a personal template into the report form using its filter ID.
Exact navigationAdmin Area → Task Filters → Task Filter Templates
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 using its filter ID. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Task Filter Templates.
- Select the required template.
- Confirm the report opens with the saved criteria populated.
- Review date values before running a time-sensitive report.
- Select Apply Filter.
Fields, choices and supported possibilities
filter_idA numeric query parameter identifies the saved template.
Saved parametersDeserialised into the report request when there is no submitted POST request.
Code-backed validations and workflow rules
- Only a numeric filter ID is loaded.
- The model lookup is normally restricted to the current staff owner.
Expected result and verification
- Loading the 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.
- Review relative periods such as Today or This Month at each use.