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How to open a specific record or table automatically upon loading the portal?
How to open a specific record or table automatically upon loading the portal?

Learn how to select a record or table to be displayed by default when the portal is opened.

Updated over a month ago

Showing a Specific Record Upon Loading the Portal or Shared View

To set up the record URL formula for the portal, follow these steps:

  1. Go to the extension settings page of the portal.

  2. Under Tables, select one of the tables listed.

  3. In the upper right section of the modal, click on Record URL Formula button.

  4. Copy the formula provided.

  5. Go to the connected table in Airtable where the portal table is linked.

  6. Paste the copied formula into the formula field of the table.

  7. When you load the URL generated by the formula, it will open the record in the portal.

💡 Note: This will only work if the record is among the first 100 records loaded by the portal.

Set Which Table Should be Displayed When the Portal or Shared View is Loaded

By using the Record URL Formula described in the previous section, you can generate a customized URL to open the portal or shared view displaying the desired table for your users. To do this, remove the &recordID parameter from the URL.

  • For example, this is the formula that you can get from Record URL Formula:

'https://web.miniextensions.com/xyz?fieldId=abc&recordId=' & RECORD_ID()
  • After modification, it should look like this.

https://web.miniextensions.com/xyz?fieldId=abc

Can filters or the search bar be prefilled?

It's not possible to prefill filters in portals or shared views using their links; however, you can create filtered custom views to serve the same purpose and make them be loaded by default when the extension is opened by following the steps from the sections above.

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