Feature

Give Portal Users Their Own Filter, Search and Sort

Turn on filter, search and sort controls per table and per role. They run on the server and can only ever narrow what the role is already allowed to see.

Once a table has a few hundred rows, someone is going to want to find one. Without controls they scroll, and past a certain size they stop bothering and email you instead.

Filter, search and sort controls hand that job to the person who knows what they are looking for.

What it does

Per table and per role, you decide which controls end users get:

  • Search across the table
  • Filters on the fields you choose
  • Sort, on the fields you choose

Everything runs on the server against the records that role is allowed to see, so a search reaches the whole permitted set, not just the page currently loaded.

Why it matters

It closes the gap between a portal that shows people their data and one they can actually work in. A supplier checking whether a part is in stock wants to type the part number, not page through inventory.

It also cuts the requests that land on you. Most "can you send me the ones from last month" emails exist because the person had no way to ask the portal.

It can only narrow

User controls never widen access. They filter within what the role can already see, so a client filtering a table cannot surface another client's records, whatever they type.

That is worth being explicit about, because it is the thing that makes it safe to hand out. Record filtering and record ownership decide the pool; these controls only pick from it.

Sensible defaults still matter

Separately from what users can do themselves, each table has a default sort: the field and direction it loads with. Set it to whatever answers the first question people have, usually a date descending, so the useful rows are at the top before anyone touches a control.

How it works

Enable the controls on the table's Display tab, per role, and choose the fields each one offers. The filter and sort guide covers the options, and default sort covers the loading order.

Who it is for

Portals over tables that grow: inventory management, issue tracking, CRM portals, and any client portal with a few years of history in it.

Try it on your own base

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