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What does "Actual" filter do ?

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  • What does "Actual" filter do ?

    Hi all

    Noob question here, what is the condition behind the "Actual" filter in the task or any other entity that has it
    What's the logic behind it?

    Thanks in advance

  • #2
    Specifically for the Task entity, the Actual filter includes all tasks with a status of Not Started and Started. Task statuses: Completed, Canceled and Deferred are considered irrelevant by EspoCRM logic.

    With other entities, everything works according to a similar principle. To independently determine what is actual and what is not, you should create one record for each unique status, and then apply the Actual filter (screenshots 1 and 2).​
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    • #3
      Thanks <3

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