PublicViews

A public directory that updates when the record updates.

The situation

A portfolio page, a member directory, a job board, a vendor list. It lives in Attio because that is where the relationships live, and it lives again on a website where it goes stale inside a month because someone has to copy it across.

What changes

Publish the list, keep it open, and embed or link it from the site. Add a portfolio company in Attio and the page has it on the next check. Nobody copies anything.

Board layout for grouping by stage or category. Search and sort are on by default, so a directory works at a few hundred rows without you building anything.

Setup, in order

list source, table or board layout, show the public attributes and only those, leave it on an unlisted or public link, brand it, publish.

Watch out for

Contact attributes. A directory of people is also a directory of email addresses, and the exposure preview is where you notice.

Publish one view and see what your client sees.

Publish your first view