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Overview

Assembly enables you to share relational databases with clients using Airtable directly within your portal. You can embed a specific Table or View, choosing from various visualization options including grid view, kanban view for project status, gallery view for images, and more.

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App setup

  1. Go to App Library, and click + Add an app in the top right corner.
  2. Select Airtable in the Client-facing section.
  3. After clicking on the app, click on Install in the top-right and then give the app a name and icon.
  4. We recommend setting this up as a manual app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an automatic app.
  5. Next, click Add. You will be taken to the app’s page, where you can set the embed for each client, group, or company.
  6. Click Add to add your first embed or link. Select the client(s) or company to share the app with.
  7. Select Show as embed so that the client isn’t directed outside of the portal.
  8. Next, go to the Table or View you want to share in your Airtable account.
  9. To embed a specific view, click Share and sync in the table menu (next to Sort and Color). Do not use the link copied from the Share button in the top-right.
  10. Select Embed this view. This will open a new page with the embed code.
  11. Go back to the app page in Assembly, paste the copied embed code into the content box, and click Save.
To preview the app as a client, connect the app to your test client. Then, click Portal at the bottom of the sidebar and click Open portal. Once you’re logged in as your test client you’ll be able to view the connected app.
Airtable only allows view-only embeds. This is because Airtable’s pricing model only allows collaboration between paid users.

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URL parameters for Airtable forms

You can pre-fill your Airtable forms using your client or company data and custom fields using URL parameters. Please see our article on how to configure URL parameters. Airtable has specific instructions for setting up pre-filled form inputs that you can find in their support documentation. Once you’ve set up the fields to be pre-filled, enter the field name in the URL parameter input when setting up the app. Then, select the related Assembly property from the dropdown that appears when clicking the related Property input.