Record pages

Change how your records are displayed to show the right information and features for your users.

There is a layout for the records of each table in Stacker. This determines how your users see a record: which fields they have, how they are laid out on the page and which other items appear on these pages. We call these Record pages.

This is an example record page on our example app Trunkify.

There are a lot of things that can be included on a layout. These are:

  • Fields - the columns from your tables

  • Headings - larger text to signpost what each section is for

  • Highlights - easy glance information

  • Banner - buttons which open links

  • Embeds - embed of other sites inside a record via iframes

  • Related lists - a list of records that have a relationship to the current record

Entering Design Mode

When you are on a record page you can enter Design Mode by clicking on the pencil in the top right hand corner next to the settings cog. (This is also true right across Stacker!)

Design Mode shows the record and additionally the controls you need to change the record. These appear in a sidebar from the left hand side.

There are five Display modes - Card, Rows, Board, Table, and One record only.

Card and Table view displays a list view first where you can toggle on and off certain fields that you want to be viewed on that layout. If you click on one of the list items you can then further edit the Detail Layout. Any editing will apply to all of the lists in that table.

One record only is great for anything that does not require list views such as profile pages and home pages.

Additionally there are two display modes for a record page:

  • Default - heading for the record name and the rest of the layout is yours to adapt.

  • Listing - features a large image at the top to highlight one of the images on your record.

This can be accessed by entering the Detail Layout the template dropdown to be either Default or Listing.

Record display name

Each table in Stacker has a display name field defined. This field is used:

  • As the record detail page title

As a label in relationship fields

Default display name

By default the display name will be based on the primary field in your data source. This is determines as follows:

  • For Airtable: the first field in your table.

  • For Salesforce: the name field in your object.

Change the display name

You can change the field that is used for the display name in the table settings.

From Setup Home click on the table and the expand the Display Name section in settings.

Select the field you would like to use and press Save.

Configuring a filtered list view in records

The filters are used when configuring a filtered list view, setting conditional visibility on a block in a detail view, or data filters (choosing which records are shown in the portal at all).

  • We have added this to allow you to choose the record itself on the left-hand side, not just a field on the record.

  • For example you can now make a fixed home page by having a filter on a Page list view saying "[The Record] → is → Home Page"

  • Or you can now have a view to show a user their own profile by having a list view on User filtered to "[The Record] → is current user"

Be Aware

Deleting records is currently not available, if there is a record created in the portal that you no longer want you will have to delete this in your Airtable base.