Files
payload/docs/custom-components/edit-view.mdx
Patrik 96074530b1 fix: server edit view components don't receive document id prop (#13526)
### What?

Make the document `id` available to server-rendered admin components
that expect it—specifically `EditMenuItems` and
`BeforeDocumentControls`—so `props.id` matches the official docs.

### Why?

The docs show examples using `props.id`, but the runtime `serverProps`
and TS types didn’t include it. This led to `undefined` at render time.

### How?

- Add id to ServerProps and set it in renderDocumentSlots from
req.routeParams.id.

Fixes #13420
2025-08-21 13:23:51 -04:00

587 lines
18 KiB
Plaintext

---
title: Edit View
label: Edit View
order: 60
desc:
keywords: admin, components, custom, documentation, Content Management System, cms, headless, javascript, node, react, nextjs
---
The Edit View is where users interact with individual [Collection](../configuration/collections) and [Global](../configuration/globals) Documents within the [Admin Panel](../admin/overview). The Edit View contains the actual form in which submits the data to the server. This is where they can view, edit, and save their content. It contains controls for saving, publishing, and previewing the document, all of which can be customized to a high degree.
The Edit View can be swapped out in its entirety for a Custom View, or it can be injected with a number of Custom Components to add additional functionality or presentational elements without replacing the entire view.
<Banner type="warning">
**Note:** The Edit View is one of many [Document Views](./document-views) in
the Payload Admin Panel. Each Document View is responsible for a different
aspect of the interacting with a single Document.
</Banner>
## Custom Edit View
To swap out the entire Edit View with a [Custom View](./custom-views), use the `views.edit.default` property in your [Collection Config](../configuration/collections) or [Global Config](../configuration/globals):
```tsx
import { buildConfig } from 'payload'
const config = buildConfig({
// ...
admin: {
components: {
views: {
edit: {
// highlight-start
default: {
Component: '/path/to/MyCustomEditViewComponent',
},
// highlight-end
},
},
},
},
})
```
Here is an example of a custom Edit View:
#### Server Component
```tsx
import React from 'react'
import type { DocumentViewServerProps } from 'payload'
export function MyCustomServerEditView(props: DocumentViewServerProps) {
return <div>This is a custom Edit View (Server)</div>
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import type { DocumentViewClientProps } from 'payload'
export function MyCustomClientEditView(props: DocumentViewClientProps) {
return <div>This is a custom Edit View (Client)</div>
}
```
_For details on how to build Custom Views, including all available props, see [Building Custom Views](./custom-views#building-custom-views)._
## Custom Components
In addition to swapping out the entire Edit View with a [Custom View](./custom-views), you can also override individual components. This allows you to customize specific parts of the Edit View without swapping out the entire view.
<Banner type="warning">
**Important:** Collection and Globals are keyed to a different property in the
`admin.components` object have slightly different options. Be sure to use the
correct key for the entity you are working with.
</Banner>
#### Collections
To override Edit View components for a Collection, use the `admin.components.edit` property in your [Collection Config](../configuration/collections):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
// highlight-start
edit: {
// ...
},
// highlight-end
},
},
}
```
The following options are available:
| Path | Description |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------- |
| `beforeDocumentControls` | Inject custom components before the Save / Publish buttons. [More details](#beforedocumentcontrols). |
| `editMenuItems` | Inject custom components within the 3-dot menu dropdown located in the document control bar. [More details](#editmenuitems). |
| `SaveButton` | A button that saves the current document. [More details](#savebutton). |
| `SaveDraftButton` | A button that saves the current document as a draft. [More details](#savedraftbutton). |
| `PublishButton` | A button that publishes the current document. [More details](#publishbutton). |
| `PreviewButton` | A button that previews the current document. [More details](#previewbutton). |
| `Description` | A description of the Collection. [More details](#description). |
| `Upload` | A file upload component. [More details](#upload). |
#### Globals
To override Edit View components for Globals, use the `admin.components.elements` property in your [Global Config](../configuration/globals):
```ts
import type { GlobalConfig } from 'payload'
export const MyGlobal: GlobalConfig = {
// ...
admin: {
components: {
// highlight-start
elements: {
// ...
},
// highlight-end
},
},
}
```
The following options are available:
| Path | Description |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------- |
| `beforeDocumentControls` | Inject custom components before the Save / Publish buttons. [More details](#beforedocumentcontrols). |
| `editMenuItems` | Inject custom components within the 3-dot menu dropdown located in the document control bar. [More details](#editmenuitems). |
| `SaveButton` | A button that saves the current document. [More details](#savebutton). |
| `SaveDraftButton` | A button that saves the current document as a draft. [More details](#savedraftbutton). |
| `PublishButton` | A button that publishes the current document. [More details](#publishbutton). |
| `PreviewButton` | A button that previews the current document. [More details](#previewbutton). |
| `Description` | A description of the Global. [More details](#description). |
### SaveButton
The `SaveButton` property allows you to render a custom Save Button in the Edit View.
To add a `SaveButton` component, use the `components.edit.SaveButton` property in your [Collection Config](../configuration/collections) or `components.elements.SaveButton` in your [Global Config](../configuration/globals):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
edit: {
// highlight-start
SaveButton: '/path/to/MySaveButton',
// highlight-end
},
},
},
}
```
Here's an example of a custom `SaveButton` component:
#### Server Component
```tsx
import React from 'react'
import { SaveButton } from '@payloadcms/ui'
import type { SaveButtonServerProps } from 'payload'
export function MySaveButton(props: SaveButtonServerProps) {
return <SaveButton label="Save" />
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import { SaveButton } from '@payloadcms/ui'
import type { SaveButtonClientProps } from 'payload'
export function MySaveButton(props: SaveButtonClientProps) {
return <SaveButton label="Save" />
}
```
### beforeDocumentControls
The `beforeDocumentControls` property allows you to render custom components just before the default document action buttons (like Save, Publish, or Preview). This is useful for injecting custom buttons, status indicators, or any other UI elements before the built-in controls.
To add `beforeDocumentControls` components, use the `components.edit.beforeDocumentControls` property in you [Collection Config](../configuration/collections) or `components.elements.beforeDocumentControls` in your [Global Config](../configuration/globals):
#### Collections
```
export const MyCollection: CollectionConfig = {
admin: {
components: {
edit: {
// highlight-start
beforeDocumentControls: ['/path/to/CustomComponent'],
// highlight-end
},
},
},
}
```
#### Globals
```
export const MyGlobal: GlobalConfig = {
admin: {
components: {
elements: {
// highlight-start
beforeDocumentControls: ['/path/to/CustomComponent'],
// highlight-end
},
},
},
}
```
Here's an example of a custom `beforeDocumentControls` component:
#### Server Component
```tsx
import React from 'react'
import type { BeforeDocumentControlsServerProps } from 'payload'
export function MyCustomDocumentControlButton(
props: BeforeDocumentControlsServerProps,
) {
return <div>This is a custom beforeDocumentControl button (Server)</div>
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import type { BeforeDocumentControlsClientProps } from 'payload'
export function MyCustomDocumentControlButton(
props: BeforeDocumentControlsClientProps,
) {
return <div>This is a custom beforeDocumentControl button (Client)</div>
}
```
### editMenuItems
The `editMenuItems` property allows you to inject custom components into the 3-dot menu dropdown located in the document controls bar. This dropdown contains default options including `Create New`, `Duplicate`, `Delete`, and other options when additional features are enabled. Any custom components you add will appear below these default items.
To add `editMenuItems`, use the `components.edit.editMenuItems` property in your [Collection Config](../configuration/collections):
#### Config Example
```ts
import type { CollectionConfig } from 'payload'
export const Pages: CollectionConfig = {
slug: 'pages',
admin: {
components: {
edit: {
// highlight-start
editMenuItems: ['/path/to/CustomEditMenuItem'],
// highlight-end
},
},
},
}
```
Here's an example of a custom `editMenuItems` component:
#### Server Component
```tsx
import React from 'react'
import type { EditMenuItemsServerProps } from 'payload'
export const EditMenuItems = async (props: EditMenuItemsServerProps) => {
const href = `/custom-action?id=${props.id}`
return (
<>
<a href={href}>Custom Edit Menu Item</a>
<a href={href}>
Another Custom Edit Menu Item - add as many as you need!
</a>
</>
)
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import { PopupList } from '@payloadcms/ui'
import type { EditViewMenuItemClientProps } from 'payload'
export const EditMenuItems = (props: EditViewMenuItemClientProps) => {
const handleClick = () => {
console.log('Custom button clicked!')
}
return (
<PopupList.ButtonGroup>
<PopupList.Button onClick={handleClick}>
Custom Edit Menu Item
</PopupList.Button>
<PopupList.Button onClick={handleClick}>
Another Custom Edit Menu Item - add as many as you need!
</PopupList.Button>
</PopupList.ButtonGroup>
)
}
```
<Banner type="info">
**Styling:** Use Payload's built-in `PopupList.Button` to ensure your menu
items automatically match the default dropdown styles. If you want a different
look, you can customize the appearance by passing your own `className` to
`PopupList.Button`, or use a completely custom button built with a standard
HTML `button` element or any other component that fits your design
preferences.
</Banner>
### SaveDraftButton
The `SaveDraftButton` property allows you to render a custom Save Draft Button in the Edit View.
To add a `SaveDraftButton` component, use the `components.edit.SaveDraftButton` property in your [Collection Config](../configuration/collections) or `components.elements.SaveDraftButton` in your [Global Config](../configuration/globals):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
edit: {
// highlight-start
SaveDraftButton: '/path/to/MySaveDraftButton',
// highlight-end
},
},
},
}
```
Here's an example of a custom `SaveDraftButton` component:
#### Server Component
```tsx
import React from 'react'
import { SaveDraftButton } from '@payloadcms/ui'
import type { SaveDraftButtonServerProps } from 'payload'
export function MySaveDraftButton(props: SaveDraftButtonServerProps) {
return <SaveDraftButton />
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import { SaveDraftButton } from '@payloadcms/ui'
import type { SaveDraftButtonClientProps } from 'payload'
export function MySaveDraftButton(props: SaveDraftButtonClientProps) {
return <SaveDraftButton />
}
```
### PublishButton
The `PublishButton` property allows you to render a custom Publish Button in the Edit View.
To add a `PublishButton` component, use the `components.edit.PublishButton` property in your [Collection Config](../configuration/collections) or `components.elements.PublishButton` in your [Global Config](../configuration/globals):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
edit: {
// highlight-start
PublishButton: '/path/to/MyPublishButton',
// highlight-end
},
},
},
}
```
Here's an example of a custom `PublishButton` component:
#### Server Component
```tsx
import React from 'react'
import { PublishButton } from '@payloadcms/ui'
import type { PublishButtonClientProps } from 'payload'
export function MyPublishButton(props: PublishButtonServerProps) {
return <PublishButton label="Publish" />
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import { PublishButton } from '@payloadcms/ui'
import type { PublishButtonClientProps } from 'payload'
export function MyPublishButton(props: PublishButtonClientProps) {
return <PublishButton label="Publish" />
}
```
### PreviewButton
The `PreviewButton` property allows you to render a custom Preview Button in the Edit View.
To add a `PreviewButton` component, use the `components.edit.PreviewButton` property in your [Collection Config](../configuration/collections) or `components.elements.PreviewButton` in your [Global Config](../configuration/globals):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
edit: {
// highlight-start
PreviewButton: '/path/to/MyPreviewButton',
// highlight-end
},
},
},
}
```
Here's an example of a custom `PreviewButton` component:
#### Server Component
```tsx
import React from 'react'
import { PreviewButton } from '@payloadcms/ui'
import type { PreviewButtonServerProps } from 'payload'
export function MyPreviewButton(props: PreviewButtonServerProps) {
return <PreviewButton />
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import { PreviewButton } from '@payloadcms/ui'
import type { PreviewButtonClientProps } from 'payload'
export function MyPreviewButton(props: PreviewButtonClientProps) {
return <PreviewButton />
}
```
### Description
The `Description` property allows you to render a custom description of the Collection or Global in the Edit View.
To add a `Description` component, use the `components.edit.Description` property in your [Collection Config](../configuration/collections) or `components.elements.Description` in your [Global Config](../configuration/globals):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
// highlight-start
Description: '/path/to/MyDescriptionComponent',
// highlight-end
},
},
}
```
<Banner type="warning">
**Note:** The `Description` component is shared between the Edit View and the
[List View](./list-view).
</Banner>
Here's an example of a custom `Description` component:
#### Server Component
```tsx
import React from 'react'
import type { ViewDescriptionServerProps } from 'payload'
export function MyDescriptionComponent(props: ViewDescriptionServerProps) {
return <div>This is a custom description component (Server)</div>
}
```
#### Client Component
```tsx
'use client'
import React from 'react'
import type { ViewDescriptionClientProps } from 'payload'
export function MyDescriptionComponent(props: ViewDescriptionClientProps) {
return <div>This is a custom description component (Client)</div>
}
```
### Upload
The `Upload` property allows you to render a custom file upload component in the Edit View.
To add an `Upload` component, use the `components.edit.Upload` property in your [Collection Config](../configuration/collections):
```ts
import type { CollectionConfig } from 'payload'
export const MyCollection: CollectionConfig = {
// ...
admin: {
components: {
edit: {
// highlight-start
Upload: '/path/to/MyUploadComponent',
// highlight-end
},
},
},
}
```
<Banner type="warning">
**Note:** The Upload component is only available for Collections.
</Banner>
Here's an example of a custom `Upload` component:
```tsx
import React from 'react'
export function MyUploadComponent() {
return <input type="file" />
}
```