Combine multiple task-filter criteria
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Build a narrow report by applying supported conditions together.
Where to goAdmin Area → Task Filters → Task Filters
Before you start
- Verify 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 helps you do
Build a narrow report by applying supported conditions together. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Start with the broadest required scope: staff member or related type.
- Add status and billable conditions.
- Add a related record, customer group or tags where applicable.
- Select the reporting period and date basis.
- Select grouping and hidden/export columns.
- Apply the filter and remove one condition at a time if the result is unexpectedly empty.
Fields and options
Criteria relationshipDifferent filter families are combined together, narrowing the result.
Multi-select fieldsSelected values inside status or tags act as allowed alternatives.
Rules and limits
- A result must satisfy every applicable filter family.
- Related record and customer-group filters depend on a compatible Related Type selection.
Check it worked
- The combined report 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.
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