Hi all,
I’m new to Airtable and was hoping to get some advice on how to set up the base properly especially so it is scalable for numerous clients.
I am designing an ordering system where the client submits their orders via forms and can view their order details via read-only grid views.
Currently, I have client specific forms and views which I have duplicated for each of the clients (currently 2 test clients). The forms use the ‘Limit record selection to a view’ feature so clients can only select what is specific to them.
Since my system is a work in progress, I am constantly updating the forms and views with any changes and then have to replicate that change for each client. I can kind of manage it now since it’s just two clients, but I can imagine with 5 or more clients, a small change to a view or form would take a fair bit of time to propagate across and is error prone.
I’m not in a position to pay for the Stacker plan that has the portal feature. And the miniExtensions Portal for Airtable doesn’t seem to support client specific forms (and limit record selection to only the clients’ records). And their portal grid view doesn’t look as nice as Airtable’s default grid view on mobile.
Does anyone have any suggestions on how to manage & update forms and views in a scaleable way for numerous clients?
Thanks in advance!