Query Presets allow you to save and share filters, columns, and sort
orders for your collections. This is useful for reusing common or
complex filtering patterns and column configurations across your team.
Query Presets are defined on the fly by the users of your app, rather
than being hard coded into the Payload Config.
Here's a screen recording demonstrating the general workflow as it
relates to the list view. Query Presets are not exclusive to the admin
panel, however, as they could be useful in a number of other contexts
and environments.
https://github.com/user-attachments/assets/1fe1155e-ae78-4f59-9138-af352762a1d5
Each Query Preset is saved as a new record in the database under the
`payload-query-presets` collection. This will effectively make them
CRUDable and allows for an endless number of preset configurations. As
you make changes to filters, columns, limit, etc. you can choose to save
them as a new record and optionally share them with others.
Normal document-level access control will determine who can read,
update, and delete these records. Payload provides a set of sensible
defaults here, such as "only me", "everyone", and "specific users", but
you can also extend your own set of access rules on top of this, such as
"by role", etc. Access control is customizable at the operation-level,
for example you can set this to "everyone" can read, but "only me" can
update.
To enable the Query Presets within a particular collection, set
`enableQueryPresets` on that collection's config.
Here's an example:
```ts
{
// ...
enableQueryPresets: true
}
```
Once enabled, a new set of controls will appear within the list view of
the admin panel. This is where you can select and manage query presets.
General settings for Query Presets are configured under the root
`queryPresets` property. This is where you can customize the labels,
apply custom access control rules, etc.
Here's an example of how you might augment the access control properties
with your own custom rule to achieve RBAC:
```ts
{
// ...
queryPresets: {
constraints: {
read: [
{
label: 'Specific Roles',
value: 'specificRoles',
fields: [roles],
access: ({ req: { user } }) => ({
'access.update.roles': {
in: [user?.roles],
},
}),
},
],
}
}
}
```
Related: #4193 and #3092
---------
Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
Based on the current `packages/ui/src/providers/DocumentInfo/types.ts`.
- Removes properties like `versions`, `unpublishedVersions`,
`publishedDoc`, `getVersions` from the docs, which were listed in the
docs, but not in the type definition.
- Adds properties like `savedDocumentData`, `setCurrentEditor`,
`setDocFieldPreferences`, etc., which are in the type definition, but
which were missing in the docs.
- Fixes that the description for `getDocPermissions` said it retrieves
"user preferences", but should be about permissions.
Adds a dedicated "Custom Components" section to the docs.
As users become familiar with building custom components, not all areas
that support customization are well documented. Not only this, but the
current pattern does not allow for deep elaboration on these concepts
without their pages growing to an unmanageable size. Custom components
in general is a large enough topic to merit a standalone section with
subpages. This change will make navigation much more intuitive, help
keep page size down, and provide room to document every single available
custom component with snippets to show exactly how they are typed, etc.
This is a substantial change to the docs, here is the overview:
- The "Admin > Customizing Components" doc is now located at "Custom
Components > overview"
- The "Admin > Views" doc is now located at "Custom Components > Custom
Views"
- There is a new "Custom Components > Edit View" doc
- There is a new "Custom Components > List View" doc
- The information about root components within the "Admin > Customizing
Components" doc has been moved to a new "Custom Components > Root
Components" doc
- The information about custom providers within the "Admin > Customizing
Components" doc has been moved to a new "Custom Components > Custom
Providers" doc
Similar to the goals of #10743, #10742, and #10741.
Fixes#10872 and initial scaffolding for #10353.
Dependent on #11126.
This change will require the following redirects to be set up:
- `/docs/admin/hooks` → `/docs/admin/react-hooks`
- `/docs/admin/components` → `/docs/custom-components/overview`
- `/docs/admin/views` → `/docs/custom-components/views`
