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:
Tables
Click on a portal table
Go to Views section.
Click on a view
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: To show the views as a submenu, change the Views Display Mode setting in the Header & Profile section of the settings. This option will only be available if the header display mode is top bar.
Note: View selectors will only show up in the portal if more than one of them are defined. You can add more in the extension settings.
