feature

Let Portal Users Filter, Search and Sort Your Data

Portal users can now filter, search and sort a table themselves, so they find the record they need without you building a view for every case. Here is how it works and how to turn it on.

Matt Shepherd
By Matt Shepherd, Founder, CollabPortals
· 4 min read

The people using your portal can now filter, search and sort a table themselves. They get a search box, filters for the fields you choose, and a way to sort, so they can find the record they need without you building a separate view for every case.

This matters most once a role can see a lot of records. A directory of hundreds of contractors, a board of every open job, an inventory list: all hard to use until the person looking at it can narrow it down. The controls give them that, and they only ever narrow what the role is already allowed to see.

What Your Users Get

Turn the controls on for a table and your users see:

  • A search box that scans the text fields you pick.
  • A filter per field you choose, for fields with a fixed set of values (single select, multiple select, and rating).
  • Sorting on the fields you allow.

The same controls render to fit each layout. In gallery view they sit in a panel down the left. In table view they sit in a toolbar across the top. On a phone, both collapse to a single Filters button.

A portal gallery page with a Filters panel on the left holding a search box, Rating stars and Property Type checkboxes, narrowed by a search to a single matching property card
Gallery view: a user narrows a property directory down to the one record they are after.

Filters are staged as the user picks them and only run when they press Apply, so a half-built filter never fires off a query. The current filters live in the page URL too, so a useful filtered view can be bookmarked or shared with a colleague.

See It in Action

A two-minute walkthrough: what the controls look like for your users in both views, then how to turn them on and choose the fields.

How to Turn It On

It takes a few seconds in the admin.

  1. 1

    Open the Display tab

    Open the table you want, go to the Display tab, and scroll to the Filter & Sort Controls card. Turn on Enable filter, search and sort.

  2. 2

    Choose the fields

    Pick which fields are filterable, which are sortable, and which the search box looks through. You are choosing what the controls offer, not changing what the role can see.

  3. 3

    Save

    Save the portal. The controls appear on that table's pages straight away.

The Filter & Sort Controls card on the Display tab, with the enable toggle on and fields chosen across the filterable, sortable and search lists
The Filter & Sort Controls card on the Display tab.

The controls are configured per table and per role, so a manager and a contractor can be given different things to filter and search on in the same portal. Filtering and sorting run server-side, so they stay correct across every page of a large table. Full setup detail is in the filter and sort controls docs.

Who This Helps

Any portal where a role sees a lot of records benefits, especially:

It pairs naturally with the admin-side record filter and with roles: set the hard boundary of what a role can see with those, then hand the user the controls to explore within it.

How It Compares

A lot of portal tools either give end users no way to filter at all, or only do it by handing you Airtable's own interface. Airtable Interface Designer has filtering, but every user who touches the data needs a paid Airtable seat. App builders like Softr, Stacker and Noloco include search and filtering as part of a broader, pricier platform.

CollabPortals gives you per-table, per-role filter, search and sort controls, with portal users signing in by email code rather than an Airtable seat. You choose exactly which fields each role can filter and search, and the controls can never widen what that role is allowed to see.

Get Started

Filter, search and sort controls are available now on all plans. Open a table in your portal admin, go to the Display tab, and turn them on. New to CollabPortals? Start with the getting started guide.