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