Security, limitations and troubleshooting
Apply least privilege, understand verified implementation limits and resolve common empty or unexpected reports.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand the Create-capability limitation
The module registers a Create capability, but the current save-template branch does not perform a separate Create check after View access is granted.
Understand the template-update ID limitation
The model update method applies by template ID after the normal controller load; the model method itself does not add a staff-owner condition to the update query.
Troubleshoot an empty task report
One or more criteria may conflict, the selected date field may be blank, or core task permissions may exclude rows.
Troubleshoot a missing Staff Member filter
The member selector is intentionally shown only to users with global core Tasks View permission.
Troubleshoot a missing Customer Group filter
The customer-group control depends on Related Type being Customer.
Troubleshoot custom task date results
The report filters only the selected date basis and uses equality when From and To match.
Troubleshoot a task template that does not load
The filter ID must be numeric, owned by the current staff member and loaded without a competing POST request.
Troubleshoot the missing template-name message
The browser script requires a non-empty name when Save Filter Template is selected.
Understand the absence of shared task templates
The supplied model lists templates by current staff ID and provides no sharing or transfer screen.
Understand unsupported task-filter automation and APIs
The supplied module registers no cron process, API endpoint, webhook, scheduled report, email delivery or PDF generator.
Understand migrations 101–104
The four migration classes exist but their up methods contain no schema changes.
Verify Advanced Task Filters after deployment
Run a controlled end-to-end access, report, template and export test.