Client Portal & View Editor for Airtable
How to add the 'users table' to a tab in the portal?I want the logged-in user to see a list of all other users who have access to the portal. E.g. a directory or leaderboard.
How does the profile feature work in the portal?I want to enable my clients to change their login pins. I want to show the logged-in user in the header.
How to show a field from User table on top of the portal?I want to show a summary of the records I have in the grid.
How to set field permissions in the portal and show different views depending on the user?I need to grant some logged-in users edit access only to specific fields they belong to based on their roles.
How to move the menu of the portal to the left side of the screen?I want to embed the portal to my website but it does align with my website that shows menu vertically.
How to group the menu items in the Portal?I want to be able to group some tables under menu item.
How to hide the logout button?
How to hide the menu bar in the portal?
How to setup a title or logo in the portal?Creating a portal defaults the extension name as the title. I want to use logo instead
How to add a custom menu in the portal header?I want to add a menu item that is not a linked records field.
How to embed an Airtable View in the portal?
How to show the Portal Header Title as HTML?
How to rename a table?I want to change the title of a tab on the portal.
How to select the layout of the record in the portal?I want to show records in a gallery, list, grid, calendar, chart, or kanban view. I want to choose the layout for the portal.
How to adjust the child form width of the portal tables?The child form is too narrow for the portal. I want to change the width of the child form.
Can I change the title of the fields in the Custom preview fields?
How to prefill a value when creating a new record in the portal?
How to have multiple tables in a portal?How to have one login for multiple portals? How to log into different portals with one username/password?
How to open specific record automatically upon loading the portal?
How can I set which menu should be displayed when the portal is loaded?
What are the required configurations to utilize the lookup field as a Portal Table?
How to show all records from a table in the portal?I want users to see records that are NOT linked to them. I'm moving from the old portal to the new one. Where's the Browse Tab feature?
How to know which portal user updated the record?
How to display the child form on the side panel of the portal?
How to customize the "No records found" message in the portal?Can I change the error message people get when "No records found"?
How to change the alert "web.miniextensions.com says"The popup shows in the browser tab to my users. I want to remove your site name.
How to copy an existing record in a grid or gallery view?
How to link the portal user to a record with a click?
How to put a badge in a custom view?
How to password-protect the share URL?
How to know the last login date of the portal?
How to hide the record thumbnail in portal?I do not want to show a thumbnail when using List, Gallery, and Kanban as layout.
How to hide search bar in the portal?
How to set a customized layout & fields for each custom view?
Error "Login is invalid or unauthorized"I'm having trouble with the login. No matter what I try it gives me an error.
The embedded portal is displayed in mobile mode while using a computer.I embedded the portal on my website but it is shown in mobile view.
The portal is missing some (or all) records. "no records found"Users are reporting that some of their records are missing or none are showing at all.
I need to delete an entire row. How do I do this?
"There are no fields added to the form. Please add fields to start using the form."Error "Missing some data"
When I add a new record, the form doesn't get prefilled with the user record?When a portal user is creating a new record, the form doesn't know who they are. They have to select themselves from the linked record,
I'm only seeing 100 records.
How to show Airtable comments in the portal?Can comments on the records be exported?
Can I join 2 different tables in a view?I don’t have all the data in one table.
I'm getting "No records found" in the shared view.
Is there a way to preserve logins across Portals that are located on different bases, even if the bases have a similar user table?The user table is synced across bases
Can I use a synced table with the Portal?
Can I save a gallery view as a PDF?When I try to print, it only prints what is on the screen. Is there a way to have all of the content on the page printed?
How can I change the order of the fields?Field names are not automatically arranged like Airtable
How to control the records sorting order?How to sort records in the same way they are sorted in an Airtable view?
How to hide the sort button?I have a portal and I don't want to show the sort button.
Why my records are not being re-sorted automatically after I make changes?Some times the view does not auto-sort.
How to group the records in the portal?
How to limit fields that can be used by portal users for sorting?Some fields are not intended for the users to be seen even when choosing a field to sort. I need to hide them from the users.
How to allow users to filter records in the portal?
How to use Airtable view to filter and sort the records in the portal?
How to prefill a shared view filter as the default based on the link?
How to make predefined filters in the portal that users can choose from?I want to add filter buttons to my gallery to limit the number of records that show on the page.
How can I display a filter as a dropdown in the portal?
How often is the portal data refreshed?Can the Portal be set up to refresh in real-time or triggered automatically?
How to show different fields per each view?When adding several views for filtering, can certain columns can be shown in each view?
How to limit which records are editable in the Portal?How to hide the edit button conditionally? I'd like portal users to still be able to view the records but not edit them.
How to prefill fields when editing a record in the portal?
How to allow users to view ALL of the records, but only allow them to edit the records that they are linked to?I want to limit which records are editable in the Portal. How to disable editing for some records only?
How to remove a record in the portal?Portal user created a record in the portal and now wants it to be removed
How to open a particular portal table automatically when loading?
How to navigate through the list of linked records without closing the child form?