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

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

Updated over a week ago

Showing a Specific Record Upon Loading the Portal or Shared View

To set up direct links to records within 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 Create & Expand Records section, you will find the formula to Open this extension directly to a specific record.

  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.

Provide a Link to a specific View to your Users

If you'd like to share a link to a specific view (or table) with your users, for example as an embedded portal or shared view, you can do so by following these steps:

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

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

  3. In the Views section, select the view you want to link to.

  4. In the top right corner you'll now see an "Open View" button, which will take you straight to that view. You can then copy the URL from your address bar and share it with your users. This also works when your extension is embedded.

This feature is simply a shortcut to a specific view. It does not prevent the user from switching to any of the other views available to them, unless you have set views to be displayed as submenus in the header and turned off the header for your portal or shared view.

💡 Note: this feature replaces prefilling filters in the portal/shared view URL.

Set Which Table Should be Displayed When the Portal or Shared View is Loaded (alternative method)

By using the formula to Open this extension directly to a specific record 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. This also works when your extension is embedded.

To do this, remove the &recordID parameter from the URL.

  • For example, this is the formula that you can get from Open this extension directly to a specific record 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

Providing this link will still allow direct access to all other tables the user has access to. It is simply a shortcut to a specific table. You can prevent your users from switching tables by hiding the portal/shared view header and turning off "Show tables and menu items" as described here.

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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