The miniExtensions portal and shared view extensions offer several different view types, which allow you to display your records exactly how you want to. The grid view is the default representation for records in a portal. To show the records in another way, go to:
Portal Tables
Click on the table you want to edit
Go to the Views section
Under Default View Settings, set View Type to either List, Form, Gallery, Kanban, Chart, Calendar, or Map.
At the moment, the Chart view only accepts number and formula field for Y axis.
💡 Tip: To show the views as a submenu in your header, 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.
The view type set under Default View Settings will be applied to all views of the specific portal table by default. If you want to have a different layout for each view, please refer to this article.
Special Considerations for different View Types
Grid View
By default, the mobile view for the portal displays the List view instead of the Grid, even if you have selected Grid as the preferred layout for a better viewing experience on mobile devices. However, if you still prefer to show the Grid layout, you can change this setting by accessing the portal's settings.
Form View
The form view can only be set in the Default View Settings (i.e. not for just one view). It transforms your portal/shared view table into a form used exclusively to create records and thus disables any settings related to editing or display of records. By default, when using a portal, all records created via form views are linked to the logged in user. This can be used in a variety of use cases:
Use one portal/shared view with several form views instead of sending many different links to your users. This way they can create records in several different tables using just one link.
Using a form view you can have a separate menu item for creating records in your shared view header. This can sometimes be preferred over using the create button.
Kanban View
To display your data correctly, this view requires the selection of a single-select field as the Kanban category field. If the field is not selected, you'll see an error message while configuring or visualizing the view: Kanban view must have a category field selected
Calendar View
To display your data correctly, this view requires the selection of a date field as the
Calendar date field. If the field is not selected, you'll see an error message while configuring or visualizing the view: Please input a value for "Calendar date field". It is required.
Map View
To display your data correctly, this view requires the selection of a pair of text or number fields as the map latitude and longitude respectively. If the field is not selected, you'll see an error message while configuring or visualizing the view: Please input a value for "Map latitude field". It is required.