Administrators configure object pipelines and stage visibility, while portal users can search and filter permitted list records by the available pipeline and stage.

Configure pipelines and stages

1. Open the object configuration in https://app.woodsportal.com.
2. Open Pipelines.
3. Review the pipelines synchronized from HubSpot.
4. Configure the pipelines and stages used by the portal views and forms.
5. Save and test the object with representative records.

Filter records in the portal

1. Open the object list.
2. Use search or other configured filters to narrow the records.
3. Select a pipeline when more than one is available.
4. After a pipeline is resolved, select a stage.
5. Clear or change filters to return to the broader permitted record set.

Behavior

• The stage selector appears only after a pipeline is selected or otherwise resolved.
• Board views remain organized as stage columns rather than using the list-view stage selector.
• Users can filter only records they are already authorized to access.

Set pipeline visibility and a default stage

• Choose which synchronized pipelines are visible in the selected portal.
• Within each visible pipeline, choose the stages portal users may see or select.
• Set the default stage used by a record-creation form when the configuration provides that option.
• Keep the default stage visible and valid for the selected pipeline.
• Test record creation and filtering with records inside and outside the allowed pipelines and stages.

Figure: Choose visible pipelines, customer-facing stages, and a default stage.