CollabPortals

Deleting Records

How portal users delete records in CollabPortals, including permission requirements and confirmation flow.

Overview

When a table has Delete permission enabled, portal users can remove records. Deletions are permanent, and the record is removed from your Airtable base.

Deleting a Record

  1. 1

    Find the record

    In the table view, locate the record you want to delete.

  2. 2

    Click the Delete button

    Click the delete icon or button on the record's row. A confirmation dialog appears.

  3. 3

    Confirm deletion

    Review the confirmation message and click "Delete" to proceed, or "Cancel" to go back.

Confirmation Dialog

CollabPortals always shows a confirmation dialog before deleting. This prevents accidental deletions. The dialog clearly states what will be deleted and asks the user to confirm.

Deletions are permanent. When a record is deleted through CollabPortals, it is deleted from your Airtable base. There is no undo in CollabPortals. Use Airtable's record revision history if you need to recover a deleted record.

Permission Requirements

For a user to delete records:

  1. The table must have Delete permission enabled
  2. The table must also have View permission enabled (users need to see records to delete them)
  3. The user can only delete records that are visible to them (records linked to their user record)

If you're using role-based access, delete permission can be granted to specific roles only.

What Happens After Deletion

After a record is deleted:

  1. The record is removed from Airtable
  2. The table view refreshes to reflect the change
  3. Any linked records in other tables that referenced the deleted record will have that link removed (standard Airtable behavior)

Restricting Delete Access

If you want to prevent users from deleting records:

For most portals, it's safer to disable delete permission and let the portal admin manage deletions directly in Airtable. Only enable delete when users genuinely need to remove their own records.

Next Steps