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Sharing a view ​

Every view can be shared via a link — with people who don't have an ApptiveGrid account.

Click Share. As long as there's no link yet, it says:

Create a shareable link to the viewYou can send the link to anyone or embed it in a website.

After creating it:

This view is being shared via a private linkThis link makes the data in this view visible.

Public by default

Without an additional restriction, anyone with the link can open the view. The link isn't guessable, but it's unprotected — if it's forwarded, it keeps working there too.

Decide on the access restriction before distributing it. → Access to shared content

What recipients see ​

Exactly what's visible in this view — with the filter, sort, grouping, and the visible columns.

Filters provide visual privacy, not access control

Hidden columns and filters reduce what gets through. But for confidential data, don't rely on that alone: combine it with an access restriction, or don't put sensitive data in the same Grid in the first place.

A dedicated view for sharing

Don't share your working view. Create a copy (Duplicate view), hide everything internal, filter to what's needed — and share that. This way, what you're sharing doesn't accidentally change along with your working view.

Allowing new entries via the view ​

The dialog offers:

Optionally choose a form to allow the creation of new entries.

If you choose a form, recipients can create new entries. Without a form, no new entry can be created via the link.

Editing existing entries depends on the role

Whether a person can edit existing entries in the shared view isn't decided by the form, but by their own permission: if they're signed in to ApptiveGrid when opening the link and have a role with edit rights on the Grid, they can edit directly in the view. Without signing in, or without a matching role, they're limited to reading.

QR code and mobile app ​

The share dialog has several tabs:

TabContent
LinkAddress to Copy, Open link, Remove
QR CodeCode to scan
Open in AppAdd the view to the mobile app

The subtitle reads Share your view with others and work from anywhere.

Restricting access ​

For views, the username and password model applies:

OptionMeaning
EveryoneAnyone with the link can access it
With credentialsAccess only with a username and password

Credentials are visible only once

For security reasons, you can't view the username and password again later. However, you can reset them at any time.

Write both down immediately.

A different model applies to forms — the comparison is under Access to shared content.

Sharing a single entry ​

Instead of the whole view, you can also share a single entry: via the row menu's Share entry. This requires a form on this Grid.

→ Editing entries via a form

Embedding a view in a page ​

Within ApptiveGrid, you embed a view into a page via the Grid View block. There you can also control whether visitors can search, filter, export, and open entries.

For a portal, this is usually the better route than a plain view link: you can combine text, explanations, and multiple views.

→ Embedding views and reports

Via Remove in the share dialog, or in the Space's links overview.

A removed link stops working immediately — even for people who saved it.

Deleting the view invalidates links

If you delete the view itself, all links pointing to it and the forms created from it stop working. ApptiveGrid warns about this when deleting.

Next ​

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