Verify Advanced Task Filters after deployment
Run a controlled end-to-end access, report, template and export test.
Exact navigationAdmin Area → Setup → Modules → Advanced 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
Run a controlled end-to-end access, report, template and export test. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Reproduce the behaviour with a controlled staff account and known task records.
- Confirm menu visibility, task scope, every critical filter, saved template ownership, column hiding and activity-log evidence.
- Refresh the page and compare the result with the core Tasks workspace.
- Record the outcome before changing permissions or module code.
Fields, choices and supported possibilities
Verified behaviourRun a controlled end-to-end access, report, template and export test.
Code-backed validations and workflow rules
- Run a controlled end-to-end access, report, template and export test.
Expected result and verification
- Verify Advanced Task Filters after deployment 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.