Files
payloadcms/docs/plugins/nested-docs.mdx
Dan Ribbens b9dec2f714 Chore/next poc merge main (#5204)
* wip moves payload, user and data into partial req

* chore: adjust req type

* chore(next): installs sass and resolves type errors

* feat: working login route/view

* fix: me route

* chore(next): scaffolds access routes (#4562)

* chore(next): scaffolds admin layout and dashboard view (#4566)

* chore(next): builds initPage utility (#4589)

* feat(3.0): next route handlers (#4590)

* chore: removes old files

* chore(next): ssr list view (#4594)

* chore: removes old files

* chore: adjusts graphql file imports to align with new operation exports

* chore: allows for custom endpoints

* chore: cleanup

* chore(next): ssr edit view (#4614)

* chore(ui): ssr main nav (#4619)

* chore(next): ssr account view (#4620)

* chore(next): ssr auth views and document create (#4631)

* chore(next): ssr globals view (#4640)

* chore(next): scaffolds document layout (#4644)

* chore(next): ssr versions view (#4645)

* chore(next): ssr field conditions (#4675)

* chore(next): ssr field validations (#4700)

* chore(next): moves dashboard view into next dir

* chore(next): moves account view into next dir

* chore(next): moves global edit view into next dir

* chore(next): returns isolated configs and locale from initPage

* chore(next): ssr api view (#4721)

* feat: adds i18n functionality within Rest API, Local and Client contexts (#4749)

* chore: separate client translation groups with empty line

* chore: add missing translation used in db adapters

* chore: simplify next/routes export and import paths

* chore: renames PayloadT to Payload

* chore(next): custom views (#4748)

* chore: fix translation tsconfig

* chore: adjust other package ts-configs that rely on translations

* chore(next): installs @payloadcms/ui as direct dependency

* chore(next): progress to build

* chore(next): migrates types (#4792)

* fixes acccept-language detection

* chore(next): moves remaining components out from payload core (#4794)

* chore(deps): removes all unused dependencies from payload core (#4797)

* chore(next): achieves buildable state (#4803)

* adds Translation component and removes more react-i18next

* fixes up remaining translation strings

* fixes a few i18n TODO's

* chore: remaining translation strings without colons

* chore: adds missing ja translations

* chore(next): ssr group field (#4830)

* chore: removes placeholder t function

* chore: removes old file

* chore(bundler-webpack): removes webpack bundler

* chore(bundler-vite): removes vite bundler

* chore(next): ssr tabs field (#4863)

* chore(next): ssr row field

* chore(next): ssr textarea field

* chore(next): wires server action into document edit view (#4873)

* chore(next): conditional logic (#4880)

* chore(next): ssr radio, point, code, json, ui, and hidden fields (#4891)

* chore(next): ssr collapsible field (#4894)

* chore: remove findByID from req

* chore: adjusts file property on request type

* comment clarification

* chore: wires up busboy with Requst readstream

* chore: ports over express-fileupload into a NextJS compatible format

* chore: adjust upload file structure

* chore: adds try/catch around routes, corrects a few route responses

* chore: renames file/function

* chore: improve req type safety in local operations, misc req.files replacements

* chore: misc type and fn export changes

* chore: ensures root routes take pass unmodified request to root routes

* chore: improve types

* chore: consolidates locale api req initialization (#4922)

* chore(next): overhauls field rendering strategy (#4924)

* chore(next): ssr array field (#4937)

* chore(next): ssr blocks field (#4942)

* chore(next): ssr upload field and document drawer (#4957)

* chore(next): wires form submissions (#4982)

* chore: api handler adjustments

* feat: adds graphql playground handler

* adds credentials include setting to playground

* remove old playground init, stub graphql handler location

* fix: allow for null fallbackLocale

* fix: correctly prioritize locales passed as null

* chore: move all graphql code into next package

* graphql changes

* chore: semi working version of graphql http layer

* gql fix attempts

* rm console log

* chore: partial gql changes

* chore: adds gql and gql-http back into payload

* chore: removes collection from req

* chore: separates graphql package out for schema generation

* chore: dep cleanup

* chore: move graphql handlers

* chore: removes unused deps

* chore(next): ssr list view (#5032)

* chore: refactor response handler order for custom endpoints

* chore: add back in condition for collection GET path with 2 slugs

* chore: rm optional chain

* chore: import sort route file

* chore: allows custom endpoints to attempt before erroring

* feat: adds memoization to translation functions (#5036)

* chore: fix APIError import

* chore: return attemptCustomEndpointBeforeError responses

* chore(next): properly instantiates table columns

* fix(next): attaches params to req and properly assigns prefs key (#5042)

* chore: reorganize next route order

* chore(next): adds RouteError handler to next routes

* chore: builds payload successfully

* chore: misc file omissions

* fix(ui): maintains proper column order

* fix(ui): ensures first cell is a link

* fix(next): properly copies url object in createPayloadRequest (#5064)

* fix(ui): bumps react-toastify to v10.0.4 to fix hydration warnings

* feat: add route for static file GET requests (#5065)

* chore(next): allows resolved config promise to be thread through initPage (#5071)

* chore(ui): conditionally renders field label from props

* feat(next): next install script

* chore: pass config to route handlers

* feat: initial test suite framework (#4929)

* chore(next): renderable account, api, and create first user views (#5084)

* fix(next): properly parses search params in find, update, and delete handlers (#5088)

* chore(next): ssr versions view (#5085)

* chore: adds homepage for scss testing

* chore: moves dev folder to top, establishes new test pattern

* chore: working turbopack

* chore: sets up working dynamic payload-config imports

* remove unused code

* chore: rm console log

* misc

* feat: correctly subs out ability to boot REST API within same process

* chore: WIP dev suites

* chore: removes need for REST_API folder in test dir

* removes duplicate bootAdminPanel fn

* misc

* specify default export

* chore: sets up jest to work with next/jest

* chore: progress to mongodb and sharp builds

* chore: passing community tests

* chore: sorta workin

* chore: adjust payload-config import

* chore: adds rest client for Next handlers

* chore: removes test garb

* chore: restores payload-config tsconfig path temporarily

* chore: establishes pattern for memory db during tests

* chore: bumps mongoose to 7

* chore(next): 404s on nested create urls

* chore: functional _community e2e

* chore: increases e2e expect timeout

* fix(next): sanitizes locale toString from client config

* chore: type fixes

* chore: pulls mongodb from main

* chore: uses graphql to log user in

* feat: passing auth test suite

* chore(ui): threads params through context and conditionally renders document tabs (#5094)

* feat(ui): adds params context (#5095)

* chore: removes unecessary memory allocation for urlPropertiesObject object

* chore: passing graphql test suite

* chore: removes references to bson

* chore: re-enables mongodb memory server for auth test suite

* chore: replace bson with bson-objectid

* feat: passing collections-rest int suite

* chore: fixes bad imports

* chore: more passing int suites

* feat: passing globals int tests

* feat: passing hooks int test suite

* chore: remove last express file

* chore: start live-preview int test migration

* chore: passing localization int tests

* passing relationships int tests

* chore: partial passing upload int tests

* chore: fixes scss imports

* chore(ui): renders document info provider at root (#5106)

* chore: adds schema path to useFieldPath provider, more passing tests

* chore: begins work to optimize translation imports

* chore: add translations to ui ts-config references

* chore: add exports folder to package json exports

* chore: adds readme how-to-use instructions

* chore: attempts refactor of translation imports

* chore: adds authentication:account translation key to server keys

* chore: finishes translation optimization

* chore: ignores warnings from mongodb

* chore(ui): renders live document title (#5115)

* chore(ui): ssr document tabs (#5116)

* chore: handles redirecting from login

* chore: handle redirect with no searchParams

* chore: handle missing segments

* chore(next): migrates server action into standalone api endpoint (#5122)

* chore: adjust dashboard colection segments

* test: update e2e suites

* fix(ui): prevents unnecessary calls to form state

* chore: fix finding global config fields from schema path

* fix(next): executes root POST endpoints

* chore(ui): ignores values returned by form state polling

* chore: scaffolds ssr rte

* chore: renders client leaves

* chore: server-side rendered rich text elements

* chore: defines ClientFunction pattern

* chore(ui): migrates relationship field

* chore: adds translations, cleans up slate

* chore: functional slate link

* chore: slate upload ssr

* chore: relationship slate ssr

* chore: remaining slate ssr

* chore: fixes circular workspace dep

* chore: correct broken int test import paths

* chore: remove media files from root

* chore: server renders custom edit view

* fix(ui): resolves infinite loading in versions view

* fix(next): resolves global edit view lookup

* chore: payload builds

* chore: delete unused files

* chore: removes local property from payload

* chore: adds mongodb as dev dep in db-mongodb package

* chore: hide deprecation warnings for tempfile and jest-environment-jsdom

* chore: remove all translations from translations dist

* chore: clean ts-config files

* chore: simple type fixes

* chore(ui): server renders custom list view

* chore: fix next config payload-config alias

* chore: adds turbo alias paths

* chore: adjusts translation generation

* chore: improve auth function

* chore: eslint config for packages/ui

* chore(ui): exports FormState

* chore(next): migrates account view to latest patterns

* chore: disable barbie mode

* chore(ui): lints

* chore(next): lints

* chore: for alexical

* chore: custom handler type signature adjustment

* fix: non-boolean condition result causes infinite looping (#4579)

* chore(richtext-lexical): upgrade lexical from v0.12.5 to v0.12.6 (#4732)

* chore(richtext-lexical): upgrade all lexical packages from 0.12.5 to 0.12.6

* fix(richtext-lexical): fix TypeScript errors

* fix indenting

* feat(richtext-lexical): Blocks: generate type definitions for blocks fields (#4529)

* feat(richtext-lexical)!: Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground (#5066)

* feat(richtext-lexical): Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground

* chore: upgrade lexical version used in monorepo

* chore: remove the 3

* chore: upgrade nodemon versions (#5059)

* feat: add more options to addFieldStatePromise so that it can be used for field flattening (#4799)

* feat(plugin-seo)!: remove support for payload <2.7.0 (#4765)

* chore(plugin-seo): remove test script from package.json (#4762)

* chore: upgrade @types/nodemailer from v6.4.8 to v6.4.14 (#4733)

* chore: revert auth and initPage changes

* chore(next): moves edit and list views (#5170)

* fix: "The punycode module is deprecated" warning by updating nodemailer

* chore: adjust translations tsconfig paths in root

* chore: fix merge build

---------

Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
Co-authored-by: Jarrod Flesch <30633324+JarrodMFlesch@users.noreply.github.com>
Co-authored-by: Elliot DeNolf <denolfe@gmail.com>
Co-authored-by: James <james@trbl.design>
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Co-authored-by: Alessio Gravili <70709113+AlessioGr@users.noreply.github.com>
2024-02-28 13:44:17 -05:00

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---
title: Nested Docs Plugin
label: Nested Docs
order: 20
desc: Nested documents in a parent, child, and sibling relationship.
keywords: plugins, nested, documents, parent, child, sibling, relationship
---
[![NPM](https://img.shields.io/npm/v/@payloadcms/plugin-nested-docs)](https://www.npmjs.com/package/@payloadcms/plugin-nested-docs)
This plugin allows you to easily nest the documents of your application inside of one another. It does so by adding a
new `parent` field onto each of your documents that, when selected, attaches itself to the parent's tree. When you edit
the great-great-grandparent of a document, for instance, all of its descendants are recursively updated. This is an
extremely powerful way of achieving hierarchy within a collection, such as parent/child relationship between pages.
Documents also receive a new `breadcrumbs` field. Once a parent is assigned, these breadcrumbs are populated based on
each ancestor up the tree. Breadcrumbs allow you to dynamically generate labels and URLs based on the document's
position in the hierarchy. Even if the slug of a parent document changes, or the entire tree is nested another level
deep, changes will cascade down the entire tree and all breadcrumbs will reflect those changes.
With this pattern you can perform whatever side-effects your applications needs on even the most deeply nested
documents. For example, you could easily add a custom `fullTitle` field onto each document and inject the parent's title
onto it, such as "Parent Title > Child Title". This would allow you to then perform searches and filters based on _that_
field instead of the original title. This is especially useful if you happen to have two documents with identical titles
but different parents.
<Banner type="info">
This plugin is completely open-source and the [source code can be found here](https://github.com/payloadcms/payload/tree/main/packages/plugin-nested-docs). If you need help, check out our [Community Help](https://payloadcms.com/community-help). If you think you've found a bug, please [open a new issue](https://github.com/payloadcms/payload/issues/new?assignees=&labels=plugin%3A%20nested-docs&template=bug_report.md&title=plugin-nested-docs%3A) with as much detail as possible.
</Banner>
##### Core features
- Automatically adds a `parent` relationship field to each document
- Allows for parent/child relationships between documents within the same collection
- Recursively updates all descendants when a parent is changed
- Automatically populates a `breadcrumbs` field with all ancestors up the tree
- Dynamically generate labels and URLs for each breadcrumb
- Supports localization
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com),
or [PNPM](https://pnpm.io):
```bash
yarn add @payloadcms/plugin-nested-docs
```
## Basic Usage
In the `plugins` array of your [Payload config](https://payloadcms.com/docs/configuration/overview), call the plugin
with [options](#options):
```ts
import { buildConfig } from 'payload/config'
import nestedDocs from '@payloadcms/plugin-nested-docs'
const config = buildConfig({
collections: [
{
slug: 'pages',
fields: [
{
name: 'title',
type: 'text',
},
{
name: 'slug',
type: 'text',
},
],
},
],
plugins: [
nestedDocs({
collections: ['pages'],
generateLabel: (_, doc) => doc.title,
generateURL: (docs) => docs.reduce((url, doc) => `${url}/${doc.slug}`, ''),
}),
],
})
export default config
```
### Fields
#### Parent
The `parent` relationship field is automatically added to every document which allows editors to choose another document
from the same collection to act as the direct parent.
#### Breadcrumbs
The `breadcrumbs` field is an array which dynamically populates all parent relationships of a document up to the top
level and stores the following fields.
| Field | Description |
|---------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| `label` | The label of the breadcrumb. This field is automatically set to either the `collection.admin.useAsTitle` (if defined) or is set to the `ID` of the document. You can also dynamically define the `label` by passing a function to the options property of [`generateLabel`](#generateLabel). |
| `url` | The URL of the breadcrumb. By default, this field is undefined. You can manually define this field by passing a property called function to the plugin options property of [`generateURL`](#generateURL). |
### Options
#### `collections`
An array of collections slugs to enable nested docs.
#### `generateLabel`
Each `breadcrumb` has a required `label` field. By default, its value will be set to the collection's `admin.useAsTitle`
or fallback the the `ID` of the document.
You can also pass a function to dynamically set the `label` of your breadcrumb.
```ts
// payload.config.ts
nestedDocs({
//...
generateLabel: (_, doc) => doc.title // NOTE: 'title' is a hypothetical field
})
```
The function takes two arguments and returns a string:
| Argument | Type | Description |
|----------|----------|----------------------------------------------|
| `docs` | `Array` | An array of the breadcrumbs up to that point |
| `doc` | `Object` | The current document being edited |
#### `generateURL`
A function that allows you to dynamically generate each breadcrumb `url`. Each `breadcrumb` has an optional `url` field
which is undefined by default. For example, you might want to format a full URL to contain all breadcrumbs up to
that point, like `/about-us/company/our-team`.
```ts
// payload.config.ts
nestedDocs({
//...
generateURL: (docs) => docs.reduce((url, doc) => `${url}/${doc.slug}`, ''), // NOTE: 'slug' is a hypothetical field
})
```
| Argument | Type | Description |
|----------|----------|----------------------------------------------|
| `docs` | `Array` | An array of the breadcrumbs up to that point |
| `doc` | `Object` | The current document being edited |
#### `parentFieldSlug`
When defined, the `parent` field will not be provided for you automatically, and instead, expects you to add your
own `parent` field to each collection manually. This gives you complete control over where you put the field in your
admin dashboard, etc. Set this property to the `name` of your custom field.
#### `breadcrumbsFieldSlug`
When defined, the `breadcrumbs` field will not be provided for you, and instead, expects you to add your
own `breadcrumbs` field to each collection manually. Set this property to the `name` of your custom field.
<Banner type="info">
<strong>Note:</strong>
<br />
If you opt out of automatically being provided a `parent` or `breadcrumbs` field, you need to make sure that both fields are placed at the top-level of your document. They cannot exist within any nested data structures like a `group`, `array`, or `blocks`.
</Banner>
## Overrides
You can also extend the built-in `parent` and `breadcrumbs` fields per collection by using the `createParentField`
and `createBreadcrumbField` methods. They will merge your customizations overtop the plugin's base field configurations.
```ts
import { CollectionConfig } from "payload/types";
import { createParentField } from "@payloadcms/plugin-nested-docs/fields";
import { createBreadcrumbsField } from "@payloadcms/plugin-nested-docs/fields";
const examplePageConfig: CollectionConfig = {
slug: "pages",
fields: [
createParentField(
// First argument is equal to the slug of the collection
// that the field references
"pages",
// Second argument is equal to field overrides that you specify,
// which will be merged into the base parent field config
{
admin: {
position: "sidebar",
},
// Note: if you override the `filterOptions` of the `parent` field,
// be sure to continue to prevent the document from referencing itself as the parent like this:
// filterOptions: ({ id }) => ({ id: {not_equals: id }})`
}
),
createBreadcrumbsField(
// First argument is equal to the slug of the collection
// that the field references
"pages",
// Argument equal to field overrides that you specify,
// which will be merged into the base `breadcrumbs` field config
{
label: "Page Breadcrumbs",
}
),
],
};
```
<Banner type="warning">
<strong>Note:</strong>
<br />
If overriding the `name` of either `breadcrumbs` or `parent` fields, you must specify the `breadcrumbsFieldSlug` or `parentFieldSlug` respectively.
</Banner>
## Localization
This plugin supports localization by default. If the `localization` property is set in your Payload config,
the `breadcrumbs` field is automatically localized. For more details on how localization works in Payload, see
the [Localization](https://payloadcms.com/docs/localization/overview) docs.
## TypeScript
All types can be directly imported:
```ts
import { PluginConfig, GenerateURL, GenerateLabel } from '@payloadcms/plugin-nested-docs/types'
```
## Examples
The [Examples Directory](https://github.com/payloadcms/payload/tree/main/examples) contains an
official [Nested Docs Plugin Example](https://github.com/payloadcms/payload/tree/main/examples/nested-docs) which
demonstrates exactly how to configure this plugin in Payload and implement it on your front-end.
The [Templates Directory](https://github.com/payloadcms/payload/tree/main/templates) also contains an
official [Website Template](https://github.com/payloadcms/payload/tree/main/templates/website)
and [E-commerce Template](https://github.com/payloadcms/payload/tree/main/templates/ecommere), both of which use this
plugin.