Hi Softr Community! 
I’m building an internal client portal and running into a permissions/access challenge. Would love some expert input.
My current setup:
- I have a Grid block that lists all our clients (internal use only)
- Clicking a client opens a Details page filtered to show only that client’s data using a conditional filter based on the current record’s client name
- This works perfectly for our internal team
What I’m trying to do:
I want to give clients direct access to the Details page so they can view their own organization’s information without seeing any other client’s data.
Current challenge:
- The Details page currently relies on the current record context passed from the grid click. If a client accesses the page directly (not via the grid), there’s no record context to drive the filter.
- The detail page visibility settings can only assign per user group and I’m unsure if this would even work with what I’m trying to do
Users are managed and invited directly in Softr (not via an Airtable Users table), so there’s currently no field in Airtable that links a client record to a Softr user.
Any advice on the recommended architecture here would be really appreciated. Thanks!
Hi @oregano,
Thanks for reaching out! There is actually a workaround for this case. The Record ID you see on the details page comes from the data source of the block where you store all the information.
- If you are using Airtable, you can create a formula field that outputs the Record IDs.
- If you are using the Softr database, you can create a Record ID field, and it will show the Record ID for each entry.
Once you have the Record ID, you can create a formula to dynamically generate the URL for each details page and share prefilled links with your customers.
Here’s what you need to do:
- Create an Item Details page with an Item Details block.
- Create a concatenate formula that combines the page URL with the Record ID to generate the full link in the source table of the item details block.
For example, my formula looks like this:
“Projects details” & RECORD_ID()
Where:
https://addyourdomaionhere.softr.app/projects-details? → is the URL of your details page (replace with your domain and page slug).recordId= → must be included exactly as shown; it tells the page which record to display.RECORD_ID() → is the dynamic value from your database or Airtable formula.
Once the URL is generated, you can share it directly with your clients.
