Load a saved task-filter template
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Restore a personal template into the report form using its filter ID.
Where to goAdmin Area → Task Filters → Task Filter Templates
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
Restore a personal template into the report form using its filter ID. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Task Filter Templates.
- Select the required template.
- Verify the report opens with the saved criteria populated.
- Check date values before running a time-sensitive report.
- Select Apply Filter.
Fields and options
filter_idA numeric query parameter identifies the saved template.
Saved parametersDeserialised into the report request when there is no submitted POST request.
Rules and limits
- Only a numeric filter ID is loaded.
- The model lookup is normally restricted to the current staff owner.
Check it worked
- Loading 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.
- Check relative periods such as Today or This Month at each use.
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