Review task attachments in filter results
Use the displayed count/download action to inspect task files.
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 displayed count/download action to inspect task files. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Run a report that includes the required column.
- Use the displayed count/download action to inspect task files.
- Open the source task where confirmation is needed.
- Compare the report value with the current task record.
Fields, choices and supported possibilities
AttachmentsDisplayed in the task result table when available and not hidden.
Code-backed validations and workflow rules
- Attachment availability still depends on the underlying file and core task access.
Expected result and verification
- Review task attachments in filter results 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.