Developer Guide
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  • Forest Admin
  • Getting Started
    • Quick start
    • Development workflow
  • Reference Guide
    • How it works
      • Environments
      • Developing on Forest Admin
        • Using branches
        • Deploying your changes
        • Forest CLI commands
          • init
          • login
          • branch
          • switch
          • set-origin
          • push
          • environments:reset
          • environments:create
          • deploy
          • schema:diff [beta]
        • Express packages
    • Models
      • Enrich your models
      • Relationships
        • Create a Smart relationship
          • GetIdsFromRequest
        • Smart Relationship Examples
          • Smart hasMany relationship in mongoDB
    • Actions
      • Create and manage Smart Actions
        • Use a Smart Action Form
        • Use a Smart Action Intent
      • Smart Action Examples
        • Calculate the distance between two string addresses
        • Impersonate a user
        • Create a record with a multiselect through a many-to-many relationship
        • Handle enums with alias labels in a smart action
        • Dropdown with list of values in smart action form
        • Custom dynamic dropdown in a form using smart collections
        • Refresh hasMany relationship in smart action
        • Smart segment to restrict access to an action on a record details view
        • BelongsToMany edition through smart collection
        • Upload files to amazon s3
        • Upload several files with the File Picker
        • Retrieve smart field info in a smart action
        • Smart action to create several records from the input of a single smart action form
        • Add many existing records at the same time (hasMany-belongsTo relationship)
        • Call a webhook with record ids
        • Bulk update records
    • Smart Fields
      • Smart Field Examples
        • Add an HTML credit card as a smart field in a summary view
        • Display field with complex info in html format (rich text editor)
        • Generate signed urls to display S3 files in a smart field
        • Print a status object in a single line field
        • Sort by smart field
        • Sort by smart field that includes value from a belongsTo relationship
        • Add fields destined to the create form
        • Add validation to a smart field edition
        • Display smart field as progress bar using rich text editor
        • Update point geometry field using a smart field and algolia api
    • Smart Collections
      • Examples
        • Create a Smart Collection with Amazon S3
        • Smart relationship between model and stripe cards
        • Create records from a Smart collection
        • Searchable smart collection with records fetched from hubspot API
      • Serializing your records
    • Routes
      • Default routes
      • Extend a route
      • Override a route
    • Integrations
      • Stripe
      • Mixpanel
      • Intercom
      • Elasticsearch
        • Interact with your Elasticsearch data
        • Elasticsearch service/utils
        • Another example
      • Zendesk
        • Authentication, Filtering & Sorting
        • Display Zendesk tickets
        • Display Zendesk users
        • View tickets related to a user
        • Bonus: Direct link to Zendesk + change priority of a ticket
      • Dwolla
        • Display Dwolla customers
        • Display Dwolla funding sources
        • Display Dwolla transfers
        • Link users and Dwolla customers
        • Dwolla Service
      • Razorpay
      • Hubspot
        • Create a Hubspot company
        • Display Hubspot companies
      • Twilio
        • Send an SMS with Twilio and Zapier
      • Azure Table Storage
      • Slack
        • Send Smart Action notifications to Slack
      • Algolia
        • Geocode an address with Algolia
    • Smart Views
      • Create a Map view
      • Create a Calendar view
      • Create a Shipping view
      • Create a Gallery view
      • Create a custom tinder-like validation view
      • Create a dynamic calendar view for an event-booking use case
      • Create a custom moderation view
    • Smart Segments
    • Scopes
      • Create a scope more than one level away based on a Smart field
      • Scope on a smart field extracting a json's column attribute
    • Performance
    • Charts
      • Create an API-based Chart
      • Create a Smart Chart
      • Create Charts with AWS Redshift
  • Extra help
    • Setup
      • Install
      • Connecting Forest Admin to Your Database (Forest Cloud)
      • Forest Admin IP white-listing (Forest Cloud)
      • Why HTTPS is necessary even locally
      • Troubleshooting
      • Prevent permission errors at installation
      • Deploy your admin backend to AWS
      • Deploy your admin backend on Heroku
      • Deploy your admin backend to Ubuntu server
      • Deploy your admin backend to Google Cloud Platform
      • Install Forest Admin on a remote machine
      • Use Forest Admin with a read-only database
      • Configuring CORS headers
      • Running Forest Admin on multiple servers
      • Flatten nested fields (MongoDB)
    • Upgrade
      • Upgrade notes (Rails)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Upgrade notes (SQL, Mongodb)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Update your models' definition
      • Monitor your Forest's status
      • Manage your Forest Admin environments programmatically
      • Changing your domain name
      • Migrate to the new role system
      • Push your new version to production
    • Databases
      • Use a demo SQL database
      • Use a demo MongoDB database
      • Populate a postgreSQL database on Heroku
      • Connect to a read replica database
      • Plug multiple schemas
      • Add new databases
      • Manage SQL views
    • Settings
      • Customize your /forest folder
      • Disable automatic Forest Admin schema update
      • Include/exclude models
      • Display extensive logs
      • Laravel specific settings
    • Releases Support
    • Other documentations
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  1. Getting Started

Development workflow

PreviousQuick startNextHow it works

Last updated 1 year ago

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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 v1.

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

This is still the latest Ruby on Rails documentation of the forest_liana agent, you’re at the right place, please read on.

This is the documentation of the django-forestadmin Django agent that will soon reach end-of-support.

If you’re using a Django agent, notice that django-forestadmin v1 is replaced by v1.

If you’re using a Flask agent, go to the v1 documentation.

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

This is the documentation of the forestadmin/laravel-forestadmin Laravel agent that will soon reach end-of-support.

If you’re using a Laravel agent, notice that forestadmin/laravel-forestadmin v1 is replaced by v3.

If you’re using a Symfony agent, go to the v1 documentation.

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

Development workflow

Forest Admin lets you get started easily, but soon you'll be wondering how to set up a clean workflow to control every step of your development process.

The following workflow requires that you have generated your project and pushed it to Production. If it's not the case, check out our .

Here's our recommended development workflow:

Step 1: Install forest-cli

We've developed a CLI tool to help you seamlessly control your layout (UI) as you develop. You should first install it:

npm install -g forest-cli

For further details on the package, check out .

Step 2: Set up your development environment

This step is not necessary if you are the creator of the project, as your development environment is already generated.

To get started with forest-cli, simply run the following command in your project's folder:

forest init

This will create a development environment for you to develop locally in.

Step 3: Create a branch

Got a new feature to develop? Create a branch based on the origin environment you want!

forest branch my-new-feature --origin the-origin-environment

Your new branch is now available with a layout you can play with.

Step 4: Develop your feature

Your feature may require frontend (layout) and backend changes.

Step 5: Deploy

Your feature works as intended on your local branch? You now need to deploy it to your production environment:

  • Deploy backend changes (if any) using your usual workflow

  • Deploy frontend changes using the following command:

forest deploy

That's it! Your new feature is now available in production 🎉

For a more in-depth walkthrough of the init command, check out .

For a more in-depth walkthrough of the branch command, check out .

For frontend changes, use our from the branch you've just created.

Want to add a testing phase before you deploy to production? Check out how to and how to onto it.

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Layout Editor mode
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