Save a new task-filter template
Store the current report parameters under a personal template name.
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
Store the current report parameters under a personal template name. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Configure every report criterion, grouping and hidden/export column required.
- Select the checkbox labelled Select Checked to Save Filter Template.
- Enter a clear name in Save as Filter Template.
- Select Apply Filter.
- Open Task Filter Templates and confirm the new template appears.
Fields, choices and supported possibilities
Save checkboxEnables template persistence for this request.
Template nameRequired by the browser script; the form limits input to 100 characters while the database column allows up to 200.
Code-backed validations and workflow rules
- The submitted filter parameters are serialised and stored with the current staff ID.
- Use names that identify purpose and period rather than personal data.
Expected result and verification
- Saving 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.
- Do not include secrets or sensitive customer details in the template name.