Don't let your customers see each other information

Linked record fields by default show all existing records in the record finder. If you would like to ask a client to fill out a form, normally you wouldn’t want them to see all your other clients. Instead of selecting a record from a list, ideally, you would just like them to type in their name (or email, phone, etc) to link their own record. This is exactly what this feature does when it’s enabled in miniExtensions Form.

The way this works is by looking up the linked table to see if the entered data exactly matches any existing records, which will then be available to link.

Use Cases

This extension can be useful in a lot of scenarios. You can use it to:

  • Prevent clients from seeing each other’s info
  • Protect your customers privacy

If you click on the sample view below, you’ll see the table that’s used for the demo above.

Released

Last Updated

Supported features

Third Party Integration

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FAQ

Most frequent questions and answers

There is no limit on how many bases you can install miniExtensions on. Learn more

 

Unlimited. To learn more about how our limits work, see this article.

 

We have instructional videos for how to use each one of our extensions on the product page. They guide you step-by-step of how to set them up.

 

Yes! A discount is available for annual plans.

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