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
Orders Table.Choose the
Users Field. This is the linked-record field that connects users to their orders.Choose the
"New" Orders View. Users can edit records in this view.Choose the
"Completed" Orders View. This view is read-only.Optionally choose a theme color and logo.
Click
Create.
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.
You can change the selected views, fields, and portal settings after the portal is created.