Airtable

How to create a shared view that updates automatically in Airtable?

Learn to build a lively shared view in Airtable that constantly refreshes in real-time for smooth teamwork and the latest data.

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Overview

Setting up a shared view in Airtable that refreshes on its own is all about creating an interactive and flexible space. Here, your data updates live. Start by setting the right filters and parameters for what you want to share. Any tweaks to the base data will show up immediately. You can tweak the shared view to decide who gets access and what they can see. It's a game-changer for teamwork. Plus, Airtable's integrations and automations make the shared view even more powerful and quick.

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How to create a shared view that updates automatically in Airtable?

Step 1: Open Your Airtable Base

Head over to the Airtable base where you want to set up a shared view. Make sure you have editor or higher permissions so you can make changes.

Step 2: Create or Select a View

Got a view you want to share? Just pick it from the list on the left. If not, go ahead and create a new one that fits your needs (Grid view, Calendar view, Kanban view, etc.).

Step 3: Configure the View

Tweak the view by adding filters, grouping, sorting, and adjusting field visibility. This way, the shared view will only show the info that matters.

Step 4: Click on the "Share View" Button

Look up to the upper right-hand corner of the view and click the "Share View" button. A sharing dialog will pop up where you can manage your sharing settings.

Step 5: Enable Public Link

In the sharing dialog, toggle on the option to "Create a shareable grid view link.” This will generate a public link that anyone with the link can access.

Step 6: Configure Permissions

Check out the permissions settings. You can let viewers download the CSV, show a form for adding new records, or let them see individual record URLs. Adjust these settings based on what you need.

Step 7: Copy and Share the Link

Copy the public link and share it with your audience. This link gives real-time access to the view and will update automatically as changes are made in Airtable.

Step 8: Automate with Airtable Automations (Optional)

To keep the view updated based on specific triggers or schedules, consider setting up Airtable Automations. Go to the "Automations" tab and set up triggers and actions that will automate changes in your data, ensuring your shared view stays current.

Step 9: Monitor and Adjust

Regularly check the shared view to make sure it still meets your needs. Adjust filters, sorting, and grouping as needed to keep the shared info relevant and accurate.

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