Quick start

Let's get you up and running on Forest Admin in minutes!

Please be sure of your agent type and version and pick the right documentation accordingly.

This is the documentation of the forest-express-sequelize and forest-express-mongoose Node.js agents that will soon reach end-of-support.

forest-express-sequelize v9 and forest-express-mongoose v9 are replaced by @forestadmin/agent v1.

Please check your agent type and version and read on or switch to the right documentation.

Quick start

Step 1: Create an account and follow the onboarding

Go to https://app.forestadmin.com/signup, create an account and install your project.

For the purpose of this tutorial, we have used this database. Feel free to use it if you don't have one.

At the end of your onboarding, you will out-of-the-box be able to:

Access all your data (1)
Export your data (2)
Add a record (3)
View and edit a record (4)
Edit your UI (5)
Search and filter (6)

However, your business logic likely requires more features. What if you need to...

refund an order
upload new documents, accept or reject them, or ask customers to update their documents,
contact a customer or ask a team member to perform an action,
and much more?

It's possible with smart actions 👇

Step 2: Create a Smart Action

Let's say you want to let your customer support team to easily refund orders, you can quickly create a smart action.

Declare it in your /forest/orders.js file:

/forest/orders.js

const { collection } = require('forest-express-sequelize');

collection('orders', {
  actions: [{
    name: 'Refund order',
  }],
});

Then implement it according to your business logic:

const { PermissionMiddlewareCreator } = require('forest-express-sequelize');
const permissionMiddlewareCreator = new PermissionMiddlewareCreator('orders');

...

router.post('/actions/refund-order', permissionMiddlewareCreator.smartAction(), (req, res) => {
  // Add your own logic, like calling a Stripe API for instance
  res.send({ success: 'Order refunded!' });
});

...

module.exports = router;

You must make sure that all your Smart Actions routes are configured with the Smart Action middleware: permissionMiddlewareCreator.smartAction(). This is mandatory to ensure that all features built on top of Smart Actions work as expected (permissions, approval workflows,...).

Declare it in your /forest/orders.js file:

/forest/orders.js

const { collection } = require('forest-express-mongoose');

collection('orders', {
  actions: [{
    name: 'Refund order',
  }],
});

Then implement it according to your business logic:

const { PermissionMiddlewareCreator } = require('forest-express-mongoose');
const permissionMiddlewareCreator = new PermissionMiddlewareCreator('orders');

...

router.post('/actions/refund-order', permissionMiddlewareCreator.smartAction(), (req, res) => {
  // Add your own logic, like calling a Stripe API for instance
  res.send({ success: 'Order refunded!' });
});

...

module.exports = router;

Declare it in your /lib/forest_liana/collections/order.rb file:

/lib/forest_liana/collections/order.rb

class Forest::Order
  include ForestLiana::Collection

  collection :Order

  action 'Refund order'
end

Then declare the corresponding route:

/app/controllers/forest/orders_controller.rb

Rails.application.routes.draw do
  # MUST be declared before the mount ForestLiana::Engine.
  namespace :forest do
    post '/actions/refund-order' => 'orders#refund_order'
  end

  mount ForestLiana::Engine => '/forest'
end

Lastly, implement the action according to your business logic:

class Forest::OrdersController < ForestLiana::SmartActionsController
  def refund_order
    # Add your own logic, like calling a Stripe API for instance
    render json: { success: 'Order refunded!' }
  end
end

You must make sure that all your Smart Actions controllers extend from the ForestLiana::SmartActionsController. This is mandatory to ensure that all features built on top of Smart Actions work as expected (authentication, permissions, approval workflows,...)

You may have to add CORS headers to enable the domain app.forestadmin.com to trigger API call on your Application URL, which is on a different domain name (e.g. localhost:8000).

Declare it in your app/forest/orders.py file:

app/forest/orders.py

from django_forest.utils.collection import Collection
from app.models import Order

class OrderForest(Collection):
    def load(self):
        self.actions = [{
            'name': 'Refund order'
        }]

Collection.register(OrderForest, Order)

Ensure the file app/forest/__init__.py exists and contains the import of the previous defined class :

app/forest/__init__.py

from app.forest.orders import OrderForest

Make sure your project urls.py file include you app urls with the forest prefix.

urls.py

from django.contrib import admin
from django.urls import path, include

urlpatterns = [
    path('forest', include('app.urls')),
    path('forest', include('django_forest.urls')),
    path('admin/', admin.site.urls),
]

Then declare the corresponding route:

app/urls.py

from django.urls import path
from django.views.decorators.csrf import csrf_exempt

from . import views

app_name = 'app'
urlpatterns = [
    path('/actions/refund-order', csrf_exempt(views.RefundOrderView.as_view()), name='refund-order'),
]

Lastly, implement the action according to your business logic:

app/views.py

from django.http import JsonResponse
from django_forest.utils.views.action import ActionView


class RefundOrderView(ActionView):

    def post(self, request, *args, **kwargs):
        # Add your own logic, like calling a Stripe API for instance

        return JsonResponse({'success': 'Order refunded!'})

Note that Forest Admin takes care of the authentication thanks to the ActionView parent class view.

You may have to add CORS headers to enable the domain app.forestadmin.com to trigger API call on your Application URL, which is on a different domain name (e.g. localhost:8000).

Declare it in your app/Models/Order.php file:

app/Models/Order.php

/**
 * @return SmartAction
 */
public function refundOrder(): SmartAction
{
    return $this->smartAction('single', 'refund order');
}

Then declare the corresponding route:

routes/web.php

Route::post('forest/smart-actions/order_refund-order', [OrdersController::class, 'refundOrder']);

Lastly, implement the action according to your business logic:

app/Http/Controllers/OrdersController.php

<?php

namespace App\Http\Controllers;

use ForestAdmin\LaravelForestAdmin\Http\Controllers\ForestController;
use Illuminate\Http\JsonResponse;

/**
 * Class OrdersController
 */
class OrdersController extends ForestController
{
    /**
     * @return JsonResponse
     */
    public function refundOrder(): JsonResponse
    {
        return response()->json(
            ['success' => 'Order refunded!']
        );
    }
}

Congrats! Now it's possible to refund an order!

Step 3: Deploy to Production

Now that you have a fully functional admin panel, the next logical step is to make it live, with your live (production) data. Click on Deploy to Production and follow the flow.

That's it! You are now fully operational on Forest Admin.

Next, we recommend reading about our recommended development workflow.

PreviousForest Admin NextDevelopment workflow

Last updated 1 year ago

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