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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 a week ago

You can set up filters on your portal/view so that people can switch between different categories by clicking different buttons. These 'filters' can be 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 Custom Views section.

  4. Click on a custom view

Each custom view allows you to set a label, aiding users in recognizing the predefined filter they are using. If you prefer using an Airtable View for filtering and sorting, you can use the Airtable View name as the custom view's label.

Selecting Set custom settings in Filtering and Sorting will allow you to display personal or all the records. Adding filters and sorting conditions are also possible.

💡Note

Only by setting a custom view other than Custom View 1 will the choices of predefined filters show up in the portal. You can add more in the extension settings.

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