Embedding views and evaluations
These blocks bring data from your Grids onto the page — as a table, a metric, or a chart.
Grid View
Embeds an existing view. The most important block for Portals.
Select it via Set the Grid view → Select view.
Settings
| Setting | Effect |
|---|---|
| Show full width | Spans the entire page width |
| Show search | Search field for visitors |
| Show filter | Filter for visitors |
| Show CSV download | Export for visitors |
| Entries read only | Prevents editing |
| Don't open detail view | Clicking a row opens nothing |
| Hide title | Hides the view's title |
| Button color | Color of the controls |
Set both switches for a display-only Portal
Entries read only alone isn't enough — visitors can still get into an entry's detail view and see all its fields there, including ones hidden in the view.
Also set Don't open detail view.
Enable CSV download deliberately
With Show CSV download active, visitors can download the entire visible dataset — not just view it. For personal data, leave this off.
A dedicated view for the Portal
Don't embed your working view. Create a copy, hide internal columns, and filter it down to what should be shared. That way the Portal doesn't accidentally change when you adjust something internally.
Counter
Count the number of entries in a view
Shows a single number. It's based on a view — that view's filter determines what gets counted.
The filter makes the metric
A counter on an unfiltered view just shows "how many entries exist." It gets interesting with a filter: "open inquiries," "overdue tasks," "new signups this month."
Create a dedicated, appropriately filtered view for each metric.
Sum card
Sums the values of a numeric column in a view
Setting: Column to sum.
Messages:
| Message | Meaning |
|---|---|
| This view has no summable numeric columns | There's no column of type Number, Decimal, or Currency — or it's hidden in the view |
| This view has more than {maxRows} rows. The sum only covers the first {maxRows} rows. | The sum is incomplete |
Sums are incomplete on large views
Past a certain row count, the block only sums the beginning of the view — and still displays a number.
For reliable totals, use a grouping with aggregate instead, or a field of type Calculate sum.
Donut chart
Shows the distribution of values in a single-select column
| Setting | Effect |
|---|---|
| Single select | The column to evaluate |
| Show legend | Labels for the segments |
| Change title | Custom chart title |
For the title: Override the chart title. Leave empty to use the column name.
Values outside the defined options appear as Other.
Without a matching column: This view has no column of type Single select.
Single select only
Multiple select, text, and numbers don't work. To evaluate something else, create a Single select column that captures the categorization you want.
Timeline forecast
Compares planned dates with current and previous estimates
| Setting | Meaning |
|---|---|
| Milestones | Column with the labels |
| Latest estimate | Column with the current status |
The display distinguishes between Plan and Current estimate. Without a label, entries are called Milestone.
Messages: This view has no date columns, This view has no rows, No valid date values were found. A row limit applies here too.
Grid List
Create a list based on entries from a Grid
Unlike the Grid view, here you design the appearance of each list item yourself: you select a Grid (Select Grid) and build a template block that repeats per entry (Edit list item).
When a table doesn't fit
For Portals that shouldn't look like a table — job listings, events, product listings — this block is the alternative. You can arrange images, headings, and buttons freely.
Building it takes longer than the Grid view — in exchange you control the design completely. For purely internal overviews, the Grid view is usually the faster route.
Button and QR code
Both point to a form or a Flow.
Button
| Setting | Options |
|---|---|
| Link | The target — Select link |
| Open | Open on this page / Open in new tab |
| After submitting | Keep form open / Close after 3 seconds / Close after 5 seconds |
| Change button title | Label |
| Prefill form | Preset values |
"Open on this page" feels more integrated
The form then appears within the Portal itself instead of a new tab. Combined with Close after 3 seconds, you get a smooth flow: click button, fill out, submit, back to the page.
QR code
The same target as a QR code — for posters and printed material.
Building a dashboard
Vertical layout
├── Heading 1 "Order status"
├── Horizontal layout (Wrap content)
│ ├── Counter view "open orders"
│ ├── Sum card view "open orders", column Amount
│ └── Donut chart view "all orders", column Status
└── Grid View view "open orders"One view per metric
Every evaluation block refers to one view. For four metrics, you may need four differently filtered views. Give them descriptive names — otherwise the dashboard becomes hard to maintain later.