Files
payload/docs/fields/relationship.mdx
2022-09-01 12:14:07 -04:00

241 lines
9.0 KiB
Plaintext

---
title: Relationship Field
label: Relationship
order: 130
desc: The Relationship field provides the ability to relate documents together. Learn how to use Relationship fields, see examples and options.
keywords: relationship, fields, config, configuration, documentation, Content Management System, cms, headless, javascript, node, react, express
---
<Banner >
The Relationship field is one of the most powerful fields Payload features. It provides for the ability to easily relate documents together.
</Banner>
**Example uses:**
- To add `Product` documents to an `Order` document
- To allow for an `Order` to feature a `placedBy` relationship to either an `Organization` or `User` collection
- To assign `Category` documents to `Post` documents
### Config
| Option | Description |
| ---------------- | ----------- |
| **`name`** * | To be used as the property name when stored and retrieved from the database. |
| **`relationTo`** * | Provide one or many collection `slug`s to be able to assign relationships to. |
| **`filterOptions`** | A query to filter which options appear in the UI and validate against. [More](#filtering-relationship-options). |
| **`hasMany`** | Boolean when, if set to `true`, allows this field to have many relations instead of only one. |
| **`maxDepth`** | Sets a number limit on iterations of related documents to populate when queried. [Depth](/docs/getting-started/concepts#depth) |
| **`label`** | Used as a field label in the Admin panel and to name the generated GraphQL type. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build a [MongoDB index](https://docs.mongodb.com/manual/indexes/) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
*\* An asterisk denotes that a property is required.*
<Banner type="success">
<strong>Tip:</strong><br/>
The <a href="/docs/getting-started/concepts#depth">Depth</a> parameter can be used to automatically populate related documents that are returned by the API.
</Banner>
### Admin config
In addition to the default [field admin config](/docs/fields/overview#admin-config), the Relationship field type also allows for the following admin-specific properties:
**`isSortable`**
Set to `true` if you'd like this field to be sortable within the Admin UI using drag and drop. (Only works when `hasMany` is set to `true`)
### Filtering relationship options
Options can be dynamically limited by supplying a [query constraint](/docs/queries/overview), which will be used both for validating input and filtering available relationships in the UI.
The `filterOptions` property can either be a `Where` query directly, or a function that returns one. When using a function, it will be called with an argument object with the following properties:
| Property | Description |
| ------------- | -------------|
| `relationTo` | The `relationTo` to filter against (as defined on the field) |
| `data` | An object of the full collection or global document currently being edited |
| `siblingData` | An object of the document data limited to fields within the same parent to the field |
| `id` | The value of the collection `id`, will be `undefined` on create request |
| `user` | The currently authenticated user object |
**Example:**
```ts
const relationshipField = {
name: 'purchase',
type: 'relationship',
relationTo: ['products', 'services'],
filterOptions: ({ relationTo, siblingData }) => {
// returns a Where query dynamically by the type of relationship
if (relationTo === 'products') {
return {
'stock': { greater_than: siblingData.quantity }
}
}
if (relationTo === 'services') {
return {
'isAvailable': { equals: true }
}
}
},
};
```
You can learn more about writing queries [here](/docs/queries/overview).
<Banner type="warning">
<strong>Note:</strong><br/>
When a relationship field has both <strong>filterOptions</strong> and a custom <strong>validate</strong> function, the api will not validate <strong>filterOptions</strong> unless you call the default relationship field validation function imported from <strong>payload/fields/validations</strong> in your validate function.
</Banner>
### How the data is saved
Given the variety of options possible within the `relationship` field type, the shape of the data needed for creating and updating these fields can vary. The following sections will describe the variety of data shapes that can arise from this field.
#### Has One
The most simple pattern of a relationship is to use `hasMany: false` with a `relationTo` that allows for only one type of collection.
```ts
{
slug: 'example-collection',
fields: [
{
name: 'owner', // required
type: 'relationship', // required
relationTo: 'users', // required
hasMany: false,
}
]
}
```
The shape of the data to save for a document with the field configured this way would be:
```json
{
// Mongo ObjectID of the related user
"owner": "6031ac9e1289176380734024"
}
```
When querying documents in this collection via REST API, you could query as follows:
`?where[owner][equals]=6031ac9e1289176380734024`.
#### Has One - Polymorphic
Also known as **dynamic references**, in this configuration, the `relationTo` field is an array of Collection slugs that tells Payload which Collections are valid to reference.
```ts
{
slug: 'example-collection',
fields: [
{
name: 'owner', // required
type: 'relationship', // required
relationTo: ['users', 'organizations'], // required
hasMany: false,
}
]
}
```
The shape of the data to save for a document with more than one relationship type would be:
```json
{
"owner": {
"relationTo": "organizations",
"value": "6031ac9e1289176380734024"
}
}
```
Here is an example for how to query documents by this data (note the difference in referencing the `owner.value`):
`?where[owner.value][equals]=6031ac9e1289176380734024`.
You can also query for documents where a field has a relationship to a specific Collection:
`?where[owners.relationTo][equals]=organizations`.
This query would return only documents that have an owner relationship to organizations.
#### Has Many
The `hasMany` tells Payload that there may be more than one collection saved to the field.
```ts
{
slug: 'example-collection',
fields: [
{
name: 'owners', // required
type: 'relationship', // required
relationTo: 'users', // required
hasMany: true,
}
]
}
```
To save the to `hasMany` relationship field we need to send an array of IDs:
```json
{
"owners": [ "6031ac9e1289176380734024", "602c3c327b811235943ee12b" ]
}
```
When querying documents, the format does not change for arrays:
`?where[owners][equals]=6031ac9e1289176380734024`.
#### Has Many - Polymorphic
```ts
{
slug: 'example-collection',
fields: [
{
name: 'owners', // required
type: 'relationship', // required
relationTo: ['users', 'organizations'], // required
hasMany: true,
required: true,
}
]
}
```
Relationship fields with `hasMany` set to more than one kind of collections save their data as an array of objects—each containing the Collection `slug` as the `relationTo` value, and the related document `id` for the `value`:
```json
{
"owners": [
{
"relationTo": "users",
"value": "6031ac9e1289176380734024"
}, {
"relationTo": "organizations",
"value": "602c3c327b811235943ee12b"
}
]
}
```
Querying is done in the same way as the earlier Polymorphic example:
`?where[owners.value][equals]=6031ac9e1289176380734024`.