Task and contact filter testing mode

Testing mode for task and contact filters lets you test whether a specific task or contact meets the filter selection parameters and, if not, why.

Click on the name of the task or contact filter and select Edit in the menu that appears.
Click on the flask icon to activate the testing mode.
After you have activated the testing mode, you will be able to select an object to test at the top of the script settings window:
Once you select an object and start testing, planfix will outline each condition in green or red. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:

A similar frame also appears around the line containing the logical expression that connects the filter conditions. Red indicates that the object does not match the filter conditions or the logical expression and will not be shown in this filter.
If the task or contact lacks the field by which the filter records are grouped, the grouping block is also highlighted in red:

How testing mode is used

Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met.
Repeat the test.
Continue these processes until only the conditions outlined in green are still present in the testing mode.