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How to make predefined filters in the portal that users can choose from

I want to add filter buttons to my gallery to limit the number of records that show on the page.

Updated over a week ago

You can set up filters on your portal/shared view so that people can switch between different categories by clicking different buttons. These 'filters' are defined by Airtable views that are reflected in your portal.

To set different predefined filters which portal users can choose from, go to:

  1. Tables

  2. Click on a portal table

  3. Go to Views section.

  4. Click on an existing view or add a new one

  5. Under Filter and Sort, select the appropriate Airtable view to use.

Each view allows you to set a label, aiding users in recognizing the predefined filter they are using. You can use the Airtable View name as the view's label in the portal, or choose your own label.

If you're using a portal extension (i.e. your users log in to see the records), you can choose whether to display personal records only (default) or all the records in the table/Airtable view.

💡 Tip: By default, the views are shown as buttons in the top toolbar (when there is more than one view for a table), but you can change the Views Display Mode setting in the Menu section of the settings to make them display as a submenu of the table instead.

How to add a new view to your table

When adding a new view to your table, you'll be presented with a list of the Airtable views present in that table. You can select which of these views you want to add to your portal. Confirm by clicking on Add.

Please note that the newly added views will still respect the View Type set in the Default View Settings, so they may not mirror the view type set in Airtable out of the box. You can change this by going to:

  • The newly created view

  • View Type section

  • Set View Behavior to Set custom view settings

  • Change View Type to the same type used in Airtable

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