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How to display a specific table when the portal or shared view is loaded
How to display a specific table when the portal or shared view is loaded

Learn how to display a specific table first when the portal or shared view loads.

Updated over 2 months ago

To display a specific table when the portal or shared view is opened, you'll need to modify the Record URL formula. This will allow your portal or shared view to load a specific portal table, even if it is not the first in the list. You need to do the following:

  • Go to your portal or shared view tables section and copy the Record URL formula from the button at the top right corner of the table modal:

💡 If you can't see the Record URL Formula button, enable Allow users to expand (or edit) linked records. To keep your form uneditable, open the child form to edit records and make all the fields read-only. You can use the make-all read-only bulk action to do this easily.

  • Remove the record ID parameter from the URL:

Here is an example of the Record URL formula

'https://web.miniextensions.com/kLFbwMUXKgrsExF5jy7T?fieldId=fld8QDEJdKEyD7Tr3&recordId=' & RECORD_ID()

After removing the parameter, it should look like this

https://web.miniextensions.com/kLFbwMUXKgrsExF5jy7T?fieldId=fld8QDEJdKEyD7Tr3
  • If you want to limit the ability of your users to change the active table, you can hide the header and the menu items of your portal or shared view from the Header & Profile section of the settings:

Using the resulting URL for each table will result in that specific table being displayed by default once the portal or shared view loads. This also works when your extension is embedded.

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