Workflow

How to Filter CRM Tasks

Verified read-only. The CRM task list was filtered by accomplished state and priority, with results verified through the task DataTable endpoint. No task was created, edited, completed, deleted, or otherwise changed.

Evidence Summary

Workflow run
crm-task-filter-list-20260520T015830Z
Route
/crm/tarefas
Open tasks
43 rows with Realizado=F
Accomplished tasks
40 rows with Realizado=T
High-priority tasks
5 rows with Prioridade=H
Open high-priority tasks
2 rows with Realizado=F and Prioridade=H

Before You Start

Use the Grid Filters

  1. Use the global Pesquisa search box to search across visible task fields.
  2. Use the Codigo column filter to search a specific task number.
  3. Use the Assunto column filter to search a task subject.
  4. Use the Realizado dropdown to choose Todos, Realizado, or Não Realizado.
  5. Use the Prioridade dropdown to choose Todos, Normal, Alta, or Baixa.
  6. Combine filters when needed, such as Não Realizado plus Alta to show open high-priority tasks.

Filter Values

User choiceColumnBackend value
TodosRealizadoempty
RealizadoRealizadoT
Não RealizadoRealizadoF
TodosPrioridadeempty
NormalPrioridadeN
AltaPrioridadeH
BaixaPrioridadeL

Verified Requests

FilterRequest detailVerified result
Open tasksdt_tarefas with columns[8][search][value]=FrecordsFiltered=43; returned rows had Realizado=F.
Accomplished tasksdt_tarefas with columns[8][search][value]=TrecordsFiltered=40; returned rows had Realizado=T.
High prioritydt_tarefas with columns[10][search][value]=HrecordsFiltered=5; returned rows had Prioridade=H.
Open high prioritydt_tarefas with columns[8][search][value]=F and columns[10][search][value]=HrecordsFiltered=2; returned rows were 410 / Visitar cliente and 127 / Ligar ao cliente.

Artifacts