Review task custom-field columns
Review task custom fields configured to show on tables.
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
Review task custom fields configured to show on tables. 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.
- Review task custom fields configured to show on tables.
- Open the source task where confirmation is needed.
- Compare the report value with the current task record.
Fields, choices and supported possibilities
Task custom fieldsDisplayed in the task result table when available and not hidden.
Code-backed validations and workflow rules
- Only task custom fields configured for table display are added as report columns.
Expected result and verification
- Review task custom-field columns 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.