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How to create a portal without login or bypass the existing login in my portal?
How to create a portal without login or bypass the existing login in my portal?

My records are not linked to specific users. I don't need a user table. Access data without a login. Log in with a prefilled link.

Updated over 2 months ago

Using a Shared View

If you don’t require login features or linking users to records, our Shared View extension would be a great fit for your use case:

1. Go to the Create Extension section.

2. You’ll see several layout options for the shared view. Feel free to select any layout that works best with your data.

3. If you want to change the layout later, you can easily do so in the extension settings.

Note: A miniExtensions dummy table will be generated, featuring a linked records field connecting to all the tables within your base. We strongly recommend against altering or deleting this table, as it is crucial for the continued functionality of the view editor. Please note that this table is designed not to host any records since the view editor's login capability has been disabled for it.

Obtaining the Login Formula to Bypass the Portal Login

If you have already created and configured a portal, you can bypass the login screen by using the Login Formula in the Users Table & Login section:

Create a formula field in your users table with the login formula. Using the resulting link for each record will log in as that user.

  • If you have more than one user and won't need them anymore, you can create a custom view to show all records or link all the records in your tables to a single user:



Sharing a magic link with the customer that will preload their form/portal without logging in

Prefilling a login field works the same way as prefilling a field in a form. The only difference is that instead of the word "prefill", you should use the word "login". This works for both form and portal. By using this feature, the login page will only show up when there is an error during login.

Example

https://web.miniextensions.com/xyz?login_User=myusername

Note: If your goal is to skip the login page and take a user directly to a specific record, it might make sense to use the editing formula instead. It generates a direct editing URL for each record.

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