Filter properties by transaction type
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Select the sale/rent transaction filter.
Where to goAdmin Area → Property Operations → Properties → Filters → Transaction Type
Before you start
- Use an account with real_property: View or View Own and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Select the sale/rent transaction filter. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Property Operations → Properties → Filters → Transaction Type.
- Select the exact record or option described in this guide.
- Complete the displayed fields or action using the rules below.
- Save or submit once and resolve any validation response.
- Check the resulting record, status, file, notification or integration effect.
Fields and options
Exact actionFilter properties by transaction type
Exact navigationAdmin Area → Property Operations → Properties → Filters → Transaction Type
Module version1.0.0
Access rulereal_property: View or View Own
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Property ownership and listingVerify the property owner/landlord, estate-agent company, listing type, transaction type, privacy and status before saving.
Address and mapComplete address, city, country and latitude/longitude where the map is used.
Commercial valuesCheck price/rent, commission, fees, income/expense values, currency context and availability dates.
Rules and limits
- The value is matched against stored transaction type.
- Property visibility and actions are controlled by real_property view-own/view/create/edit/delete capabilities.
- Property status, account status and approval workspaces are separate from the main listing form.
Check it worked
- The supported filter properties by transaction type flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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