CollabPortals

Labels

Change the words your portal uses, so it says job, request or claim instead of record.

Overview

Out of the box a portal talks about records. The button says "New", the delete prompt asks "Delete record?", and an empty table reads "No records to display."

That is fine until your portal is about something specific. A maintenance portal is about jobs. A claims portal is about claims. A recruitment portal is about applications. Your users have a word for the thing they are looking at, and it is not "record".

The Labels tab lets you set that word once per table. Everything else follows from it.

The record name does most of the work

Set what one row is called and the portal rewrites itself around it. Set it to "job" and:

  • "Create New Record" becomes "Create New Job"
  • "Delete record?" becomes "Delete job?"
  • "Record deleted" becomes "Job deleted"
  • "No records to display." becomes "No jobs to display."
  • The view, edit and delete buttons on each row announce themselves to screen readers as "View job", "Edit job" and "Delete job"

You set the singular and the plural separately, because English is inconsistent. Type the singular and we fill the plural in with an "s" on the end, which is right for jobs and requests and wrong for boxes, people and entries. It goes in the box next to it so you can see it and change it.

Setting your labels

  1. 1

    Open the table's Labels tab

    In the portal admin, open the role you want to configure and expand the table. Switch to the "Labels" tab, next to "Access" and "Display".

  2. 2

    Set what one row is called

    Fill in "One record is called" with your word, in lower case, as you would write it mid-sentence: job, request, claim, application. Check the plural we filled in next to it and correct it if it is wrong.

    The Labels tab for a Work Orders table, with job and jobs filled into the record name boxes, Log a job in the create button box, and Pipeline and Full list in the view buttons
    The Labels tab on a kanban table. Boxes you have filled in show in black; the greyed-out text is the wording the portal will use if you leave a box empty.
  3. 3

    Change any individual buttons

    The rest of the boxes are optional. The create button, the two form submit buttons, the "Details" tab name and the heading shown when a record has no name can each be set on their own.

  4. 4

    Save

    Press Save. Changes appear in the portal on the next page load.

What your users see

Before, on a maintenance portal whose rows are jobs. The button says "New" and the view switcher says "Kanban" and "List".

A portal Work Orders page with a New button in the top right and a Kanban and List view switcher below it
The same portal with no labels set: the built-in wording.

After, with one word set. The record name is "job", the create button is "Log a job", and the switcher reads "Pipeline" and "Full list".

The same portal page, now with a Log a job button and a Pipeline and Full list view switcher
The same page after setting the labels. Nothing about the data or the layout changed, only the words.

The record name reaches further than the buttons you can see. Opening the create form on that table now reads:

A dialog titled Create New Job, with the description Fill out the fields below to add a new job
The create form picks up the record name without you setting anything else.

What the greyed-out text means

Every box is optional, and the greyed-out text inside an empty box is what your portal will actually use. Leave a box empty and you get that. Clear a box you have filled in and it goes back to it.

That means you only ever fill in the boxes you want to change, and you can always see what you are getting.

The plural is the one exception. Because the wording has to stay consistent, clearing it just refills it from the singular on the next save. If you need something irregular, type it in rather than clearing it.

Calendar and kanban view buttons

Calendar and kanban tables let your end users switch how they see the records, and those buttons have their own labels.

On a calendar table you get Month view button, Week view button, List view button and Jump to today button. On a kanban table you get Board view button and List view button. You will only see the boxes for the view your table actually uses, because the table and gallery views have no switcher at all. If you switch a table from one view to another, anything you named for the old view is kept but stops applying, and comes back if you switch the table back. The List view button is the exception: both the calendar and the kanban have one, so a name you give it follows the table across that switch.

This is where the "List" button gets renamed. If your calendar is a schedule of visits, "Agenda" or "All visits" usually reads better than "List".

A portal Visits calendar page with a Book a visit button, and a view switcher reading Month, Week and Agenda alongside a Jump to now button
A calendar table whose List button has been renamed to Agenda, and whose Today button now reads Jump to now. Month and Week were left alone, so they keep the built-in wording.

Renaming these changes the words only. The buttons still do what they did, and the back and forward arrows either side of the calendar still describe the dates they move through to a screen reader ("Previous month" and "Next month" in month view, "Previous week" and "Next week" in week view) rather than the name you have given the view.

Labels and the Profile page

The profile page is a table like any other, so it has its own Labels tab. Open the table with the person icon and set its labels there.

Labels and roles

Labels are set per role, like the rest of the table's settings, so different roles can use different wording if that suits your portal.

Most portals want one set of wording for everyone, so labels you set on the Default role are used by every other role automatically. You only need to open another role's Labels tab if you want that role to say something different. When a role is inheriting, the Default role's wording shows as the greyed-out text, so you can see what that role will say.

The rest of your portal's words

Everything above is about what your records are called, and that is set per table. The words around them are set once for the whole portal, on the Labels tab in your portal's settings, organised into eight sections: the sign-in screen, sign-up and registration, navigation and account, filters, search and sorting, record actions and forms, fields and attachments, loading, empty and error states, and the calendar, kanban and FAQ views.

The portal-level Labels tab, showing eight collapsed sections, with counts of how many words have been changed in the edited ones
The portal's own Labels tab, in Portal Setup. Sections you have edited show how many of their words you changed.

It works the same way. Every box is optional, the greyed-out text is what your portal says if you leave it empty, and clearing a box puts it back.

Some boxes mention something in curly brackets, like {count} or {field}. That is where a number or a name gets filled in, so "Show more" becomes "Show 3 more". Leave it out if your wording does not need it.

The login code email is on the Emails tab rather than the Labels tab, next to the subject and intro line, so you can write the whole email in one place.

If you are translating your portal, this is the tab that does most of the work.

Translating your portal

Labels were built for swapping one word for another, but because almost every string your users read has a box, they also cover the case where every word needs to change: a portal that runs in French, German, Spanish, or any other language.

The work splits three ways:

  1. 1

    Translate the portal's own words

    On the portal-level Labels tab, work through the sections in order. Start with the sign-in screen, because it is the first thing your users see, then navigation, then the filters and record sections. Every box shows the built-in English as its greyed-out placeholder, so you always know exactly what you are replacing, and anything you skip simply stays in English until you get to it.

    The Sign-in screen section expanded, with French wording filled into most boxes and the untouched boxes showing the built-in English in grey
    The sign-in section translated into French. The untouched boxes still show the built-in English as greyed-out text, so nothing is lost by translating gradually.
  2. 2

    Translate each table's record words

    On each table's own Labels tab, set the record name: dossier, intervention, demande. The plural is filled in with an English "s" on the end, so correct it wherever your language forms it differently.

  3. 3

    Translate the login email

    The login code email's lines are on the Emails tab, with a live preview and a Send me a test button, so you can read the result in your own inbox before a user does. See customizing the login email.

    A branded login code email in French, headed Connexion à Maintenance Portal, with the code caption Votre code de connexion above the code
    The login code email with its wording set on the Emails tab. The logo and brand colour come from the Design tab.

Here is the result on the sign-in screen:

A portal sign-in screen entirely in French, prompting Connectez-vous avec votre adresse e-mail pour accéder au portail
The same sign-in screen your users see, now entirely in their language.

Two things come from your Airtable base rather than from labels: field names and the page names in the sidebar. Rename the fields and tables in Airtable and the portal follows, so a fully translated base plus a filled-in Labels tab is a fully translated portal, apart from the exceptions below.

What labels do not change

  • Your Airtable data. Labels change what the portal says, not what is stored. Nothing is written back to your base.
  • Field names. The labels on individual fields still come from your Airtable field names.
  • Table and page names. The name of the page in the sidebar still comes from your Airtable table name.
  • "Powered by CollabPortals". The line in the sidebar footer and under the sign-in form stays as it is.
  • A few error messages. When your portal cannot reach Airtable, some of what your users see comes back from the connection itself and is not covered by these boxes yet.