Use the Order Tracking Portal shortcut to create a portal where customers can log in and view their orders.
Before using this template, your base needs:
A users or customers table.
An orders table.
A linked-record field on the users table that points to the orders table.
An Airtable view for new or active orders.
An Airtable view for completed orders.
From the Create Extension page, select Order Tracking Portal.
In the setup window:
Enter a
Title.Choose the
Users Tablethat contains your customers.Choose the
Orders Field. This is the linked-record field on the users table that points to the orders table.Choose the
"New" Orders View. Users can edit records in this view.Choose the
"Completed" Orders View. Editing existing records is disabled in this view.Click
Nextto choose the login field, whether to show a user profile, which fields to include in that profile, whether users may create orders, and which fields to include in the order form. The profile-field step is skipped if the profile is disabled. Then clickCreate.
The template creates a portal with two order views:
New: uses the Airtable view selected for new or active orders.Completed: uses the Airtable view selected for completed orders and disables editing.
Use Back and Next to review your selections before creating the portal. You can change the selected views, fields, and portal settings afterwards. Set the theme color in Styling & Customization and the portal logo in Header after creation.