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How to select the view type of the records in the portal or shared view
How to select the view type of the records in the portal or shared view

I want to show records in a gallery, list, grid, calendar, chart, form or kanban view. I want to choose the view type for the portal.

Updated over a month ago

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:

  1. Portal Tables

  2. Click on the table you want to edit

  3. Go to the Views section

  4. 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.

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.

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