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Call it a client portal, auto-view generator or a sharable search page. They all do the same thing: Lookup Records in Airtable!

Troubleshooting

Some fields are not showing up in the fields list, why?

Field names are imported automatically when you run the script. However, if you added new fields later on, you’d have to run the syncing script again.

How can I change the fields order?

Field names are not automatically sorted like Airtable, but you can re-order them manually by drag and drop.

Some records are not showing up in search results, why?

2 possible reasons:
– They are filtered out because the view settings.
– They are not being searched with case sensitivity. (e.g. ‘sarah’ instead of ‘Sarah’)

I want all records to be searchable, how?

Just remove the viewID from the extension settings. It’s optional. You do not need to provide it.

I want to hide some records from being searched, how?

Add a viewID with your preferred filter settings. Any record that’s not included in the view, won’t show up in the results.

How can I control the records sorting order?

Add a View ID to the extension settings. The sorting settings will be inherited from Airtable.

Can I make the client portal password protected?

Yes, in Airtable you can add a formula field for password and use it as a 2nd lookup field. That way anyone who uses your client portal would have to enter that password correctly or otherwise the client portal won’t work.

(Optional)
Or if you have a different table for users (like CRM) you can allow each user to have a different password. You’d add a new text field for passwords in the users table, and in your portal table add it as a lookup field. That way every user could login using their own password.

Some fields are displayed in the wrong format, why?

By default, Airtable API doesn’t show fields in the exact same way they look on Airtable. For example, linked record names will be shown as IDs instead. To fix that you would need to add a lookup field that shows the linked record’s name. We recommend to use formulas for many field types like currency, date and any other field that needs to be formatted.

Some features from Airtable are missing!

Our extension has some limitations compared to Airtable. Here’s some examples of overall limitations:
Records limit: the max number of records that can be loaded at once is 500. (capped for performance reasons)
Grouped records: grouping feature is not supported.
Filter and sort: filtering and sorting settings are inherited from the defined Airtable view.
Row number: the row number on the left side of each record is not displayed.
Column width and row height: unadjustable (table view).

And here you can find more information about some field type limitations.

⚠️ Mobile Browsers That Support QR Code Scanning

iOS 
Safari 11+

Android
▪ Chrome 59+
▪ Firefox 55+
▪ Samsung Internet 7+ ▪ Opera 46+

Chrome on iOS isn’t scanning QR code, why?

Safari is the only browser that can have access to the camera on iOS devices. Apple doesn’t allow live scanning with third party browsers. Live scanning will only work in Safari. Unfortunately, it’s not possible to get around that limitation. Apple does not allow Chrome (or any other browser) to have that feature. So we recommend that you switch browsers. Check the full list of supported mobile browsers.

Released

  • March 8, 2020

Supported features

  • ✖️ scheduling
  • ✖️ webhook

Third Party Integration

  • None

FAQ

Most frequent questions and answers

You can use the subscription on different bases/accounts. It covers universal access to all of our extensions. Some of them support multi base/table/views and some don’t. You can find that details on each product page.

There’s no limit on the number of records you can process. Unlike Zapier and Integromat, our pricing is per month, not per record. However, there might be limitations by third party integrations. Also, some extensions can only run on one table at a time. Please refer to each extension’s page on whether or not it supports running on multiple tables simultaneously.

Yes. Submit your request here and we will get back to you as soon as we can.

Yes, you can schedule a call with us by going here.

Yes! Also, please note that we usually make updates when users request them. We try our best to make things work like expected.