Showing a Specific Record Upon Loading the Portal or Shared View
To set up the record URL formula for the portal, follow these steps:
Go to the extension settings page of the portal.
Under Tables, select one of the tables listed.
In the Create & Expand Records section, you will find the Record URL Formula.
Copy the formula provided.
Go to the connected table in Airtable where the portal table is linked.
Paste the copied formula into the formula field of the table.
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
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?
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.
Provide a Link to a specific View to your Users
If you'd like to share a link to a specific view with your users, for example as an embedded portal or shared view, you can do so by following these steps:
Go to the extension settings page of the portal.
Under Tables, select one of the tables listed.
In the Views section, select the view you want to link to.
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 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.