Skip to main content

How to limit which records are editable in the Portal

How can I hide the edit button conditionally? I'd like portal users to still be able to view the records but not edit them.

You can disable editing based on certain conditions so that users can access their records, but not be able to edit a record when it “expires” for example. Or prevent portal users from editing the records that are “approved” already. You'll need to go to:

  1. Portal Tables

  2. Select a table

  3. Views section

  4. Select the view containing records that should no longer be edited. If you don't have this view set up already, click Add in the Views section, then select the newly created view and, under Filter and Sort, select an Airtable view with the appropriate filters applied.

  5. Under Expand Records, turn off the Allow users to expand and edit records toggle. This disables expansion and editing of existing records through that view, including inline editing. Record creation and unlinking have separate controls, and another view available to the same user can still allow editing. Review those settings before treating a record as globally read-only.

Related


.

Did this answer your question?