Record Portal
A record portal displays fields from one related record inside the current record.
Record portals are useful for inline related details such as organisation information on a person, primary contact details on an account, booking details on an event, or billing information on a project. They are related-record components for showing one linked record in context.
When to Use It
Use a record portal when users need to view or edit one related record without leaving the current record.
A portal is helpful when the relationship is central to the workflow but does not deserve a separate table. If there can be multiple related records, use Record Data Table or Cards.
What Can Be Configured
Related Record Selection
The portal can identify which related record to show based on the current record, a selected value, or project-specific filters. If no matching record exists, it can support creating one with the right relationship already in place.
Content
The fields and components shown inside the portal can be chosen for the workflow. Some fields may be editable, while others can be read-only context.
Behaviour
The portal can load the related record automatically or use data already available on the current record. This choice depends on how fresh the information needs to be and how the record is loaded.