Control visible and exported task columns
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Hide selected result columns from the table and export output.
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
Hide selected result columns from the table and export output. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the report.
- Find Hide Export Columns.
- Select every column that should not appear in the report/export.
- Apply the filter.
- Go to the DataTables column-visibility control and confirm the selected columns are hidden.
- Run the available export action and confirm hidden columns are excluded.
Fields and options
Hide Export ColumnsMulti-select list of result columns.
not-export classThe report marks selected columns so export tools omit them.
Rules and limits
- Column selection affects report presentation/export; it does not remove data from the underlying task record.
Check it worked
- Column control 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 treat hidden columns as an access-control boundary.
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