Portal & Shared View FAQs
11 articles
How to show different fields for each view
How to limit which records are editable in the Portal
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?
How to remove a record in the portal?
How to display a specific table when the portal or shared view is loaded
How to navigate through the list of linked records without closing the child form?
How to Impersonate your Portal Users
Which field types can be used for the chart view?
Does the portal show a confirmation to the user when a record is created?
How can I change the Portal's Users Table?