Review task and related-record links
Open the task and its linked CRM record from the report to verify context.
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
Open the task and its linked CRM record from the report to verify context. 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.
- Open the task and its linked CRM record from the report to verify context.
- Open the source task where confirmation is needed.
- Compare the report value with the current task record.
Fields, choices and supported possibilities
Task Name / Related ToDisplayed in the task result table when available and not hidden.
Code-backed validations and workflow rules
- The related link is built for the supported relationship type; unavailable/deleted source records may not resolve normally.
Expected result and verification
- Review task and related-record links 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.