Review task custom-field columns
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to review task custom fields configured to show on tables.
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
Review task custom fields configured to show on tables. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Run a report that includes the required column.
- Check task custom fields configured to show on tables.
- Go to the source task where confirmation is needed.
- Compare the report value with the current task record.
Fields and options
Task custom fieldsDisplayed in the task result table when available and not hidden.
Rules and limits
- Only task custom fields configured for table display are added as report columns.
Check it worked
- Check task custom-field columns 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.
Related guides
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