Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀

Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀

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Sharing Interfaces with Conditional Filters in Airtable | Ben Green 🚀
In this video, I will demonstrate how to create external user interfaces in Airtable with conditional filters to control data visibility. If you work with contractors, clients, or external partners and want to share specific data while keeping sensitive or internal information hidden, this tutorial is perfect for you! I walk you through setting up a separate interface specifically for external users, such as contractors, with controlled access and permissions. He shows how to set filters at the page level so users only see data relevant to them, based on fields like "Assignee" or "Reviewer." Ben also covers how to customize fields to be editable or read-only depending on user roles. Key takeaways include: ➡ Setting up new interfaces in Airtable for external users ➡ Defining user-specific permissions to restrict data access ➡ Using conditional filters to manage visibility based on user roles ➡ Differentiating between editable and view-only fields for enhanced security and control By the end of this video, you will be able to create a highly customized Airtable interface that meets the needs of your external collaborators while protecting your internal data. For a more in-depth tutorial on conditional visibility in Airtable, check out the video linked at the end screen! -------------------------------------------------------------------------------------------------------------------------------------------------- I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!! 🚀 Request a Consultation with us➔ https://www.optimizeis.com/main AIRTABLE HELP 🚀 Request a Consultation here➔ https://www.optimizeis.com/main Sign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1b Get an On2Air Product➔ https://on2air.com/?via=been Get Make here ➔ https://www.make.com/en/register?pc=o... MY FAVORITE SOFTWARE 🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b 💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email 📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis 📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis 📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1R... SAY HI 🧪Subscribe to my YouTube ➔ / @bengreensystems 👥 LinkedIn Page➔ / admin 🐦 Twitter ➔ / admin 📸 Instagram ➔ https://www.instagram.com/bengreen16/... 📰 Facebook Page ➔ / optimizeis WHO AM I? My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius. We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration. You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting: • Reliable automation frees countless hours • Streamlined workflows for better efficiency • Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users • Done-for-you, customized optimization of all processes • Easy to use automation with little or no coding required • Optimizing your software stack eliminates wasteful redundancies note: There may be affiliate links in this description or video #bengreen #automation #optimizeis #airtable #zapier