Auto-Linking Records in the Client Portal

Allow your users to book an appointment or sign up for a class with 1-click!

Auto-Linking Records in the Client Portal

Allow your users to book an appointment or sign up for a class with 1-click!

One of the advanced features in miniExtensions Portal is the ability for users to link themselves to records in Airtable without using Record Finder or Prefill. This feature allows users to click on the save button of the child form to link the record to a portal user. You can use this in combination with conditional disabling of editing child form to set a limit of how many records can be ‘linked’ to the same record. For example, you can set a maximum number of seats or tickets.

💡Tip

This feature makes the most sense when combined with this other function: Show all records in the Client Portal.

Demo

Here’s a sample portal that utilizes this feature.

Use Cases

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

  • Booking appointments
  • Add-to-cart like functionality
  • Shifts schedule management
  • Events registration
  • Organizing an editorial calendar
  • Allow team members to claim tasks

Below you can find the Airtable data source that was used for the demo above.

Released

Last Updated

Supported features

Third Party Integration