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I want to show records in a gallery, list, grid, calendar or form view. I want to choose the view type for the portal.

How to select the view type of the records in the portal or interface

The child form is too narrow for the portal. I want to change the width of the child form.

How to adjust the child form width of the portal tables?

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 one login for multiple portals? How to log into different portals with one username/password? Why doesn't the table I want to add to my portal show in…

How to have multiple tables in a portal

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

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

What are the required settings to utilize the lookup field as a Portal Table?

I want users to see records that are NOT linked to them.

How to show all records from a table in the portal

How to know which portal user updated the record?

Display your portal or interface records with a pop-up or in a side panel.

How to change how records open in a portal or interface

Can I change the error message people get when "No records found"?

How to customize the "No records found" message in the portal?

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 password-protect the share URL?

How to know the last login date of the portal?

Learn how to filter out some login options while choosing a login field's value from a list.

How to filter the login options for your users

How can I show different Fields to different Users?

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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