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How to make predefined filters in the portal that users can choose from
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 2 weeks 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 a view

  5. 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 a submenu (when there is more than one view for a table), but you can change the Views Display Mode setting in the Header & Profile section of the settings to make them display as individual buttons in the toolbar instead.

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