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Actionable button in share view

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j_c_pascasio
4 - Data Explorer
4 - Data Explorer

hello - i created a button field that triggers an email via sendgrid integration. while this functionality is possible as a creator/internal user, it is not possible (i.e., button not clickable) when a shared view is generated and viewed as a non-internal user.

is there a way to allow non-internal users who view the shared view to click the button to generate the email?

4 Replies 4

Welcome to the Airtable community!

No, the only type of button field that works in shared views is a button that opens a url. You could have a button field that opens a form and when the user fills out the form the newly created record triggers your automation.

@j_c_pascasio Also, this is a bit more advanced to setup, but if you want to use an external automation service that supports SendGrid, you can have the button open the URL of a webhook in Make, which could then send an email using SendGrid.

Your scenario might look something like this:

image

Hey @kuovonne !

I believe I watched a YouTube video of yours just now that describes this exact setup! Excellent work!

I'm curious how you learned that only type of button filed that works in a shared view is the Open URL. I have not been able to find that in the Airtable documentation. Do you know from experience, or is there another place where I may look than this?

https://support.airtable.com/docs/button-field

Cheers! Pedro

The documentation does not explicitly state that open URL buttons are the only ones that work in shared views, but testing other button actions in shared views  shows this to be true. There have been a few other actions that have been added that I have not tested, but given how they interact with the data there is no reason to believe that they would work in a shared view. 

A shared view has access to only the data in that view, not any other part of the base, for security reasons. A shared view also cannot make data changes, also for security reasons.