Use the Order Tracking Portal template when you want customers or clients to log in and track records that belong to them. It is ideal for order status pages, client request portals, project tracking, fulfillment workflows, service requests, delivery updates, and customer dashboards.
Airtable Setup
You need two connected tables:
Users Table: The table containing the customers or users who will log in.
Orders Table: The table containing the orders, requests, projects, tickets, or jobs users should be able to view.
The Users Table needs a linked records field that connects each user to their related orders. The Orders Table should also have two Airtable views:
New Orders View: A view filtered to active, open, or in-progress orders.
Completed Orders View: A view filtered to completed, delivered, closed, or archived orders.
Creating the Portal
Create a new extension and choose the Order Tracking Portal template. The setup wizard asks you to select:
- The Users Table.
- The linked Orders Field that connects users to their orders.
- The New Orders view.
- The Completed Orders view.
What the Template Builds
The template creates a secure portal where each user only sees the records linked to them. It adds two portal views:
New: Shows records from your selected New Orders view. Users can open and edit these records using the generated order form.
Completed: Shows records from your selected Completed Orders view. This view is read-only by default, so users can review completed orders without changing them.
The template also creates a profile form using the user fields you select. User profile access is enabled by default, and you can turn it off during setup.
Testing the Portal
Open the portal and log in as a test user. Confirm that the New tab shows active records, the Completed tab shows read-only completed records, and the user only sees records connected to their user record. After creating the template, you can refine field visibility, labels, permissions, and styling in the portal builder.
