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. Reference Guide
  2. How it works

Environments

PreviousHow it worksNextDeveloping on Forest Admin

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.

Environments

After you install for the first time, a local development environment is created for you, with a temporary pre-deploy-to-production branch (more on branches later).

Your first objective should be to deploy to production.

Deploying to Production

Forest Admin is meant to help you manage your operations: this can only happen if you work with your Production data! To do so, you need to create your Production environment.

Click "Deploy to production" on the top banner or in the Environments tab of your Project settings.

Deploy your admin backend

On the first step, you need to input your admin backend's URL. This is the URL of the server onto which you have deployed (or will soon deploy) your admin backend's code base:

Note that for security reasons, your admin backend must use the HTTPS protocol.

The URL must not end with a trailing /.

Connect to your database

On the next step, you need to fill out your Production database credentials:

Your database credentials never leave your browser and are solely used to generate environment variables on the next step, so they are never exposed.

Set your environment variables

The final step requires that you add environment variables to your server. Follow on-screen instructions:

Once your node server is successfully detected and running with the indicated environment variables, a "Finish" button will appear. Click on it to finalize the creation of your Production environment.

Creating a remote environment

Now that your admin panel is live in production, you might want to add an extra step for testing purposes. Forest Admin allows you to create remote (a.k.a staging) environments.

To create a new remote environment, go to your Project settings (1):

Then from the Environments tab, click on "Add a new environment" (2).

You can choose to deploy to a remote (staging) environment before going to production (see below), it's up to you.

Choose your environment name

You'll first be asked to input the name of the remote environment you wish to create:

Enter your admin backend's URL for that environment

Deploy your admin backend to your new server - your staging server for instance - then input its URL:

Connect to your database

You need a separate database for this new environment: if you're creating a Staging, then it must be your staging data, so your staging database!

Your database credentials never leave your browser and are solely used to generate environment variables on the next step, so they are never exposed.

Set your environment variables

The final step requires that you add environment variables to your server. Follow on-screen instructions:

Once your node server is successfully detected and running with the indicated environment variables, a Finish button will appear. Click on it to finalize the creation of your new remote environment.

Change environment origin

You can change the origins of your environments to create complex workflows - for instance dev > staging > preprod > production. All the layout of an environment will be generated based on its parent's layout.

To do so, click on the environment you wish to change the origin of and from its details page, select the desired origin in the Set Origin section.

All child environment will be refreshed based on the new architectures.

Set an environment as production

A standard project usually has a production and at least a staging environment, but you may be using other remote environments. At some point you may feel the need to set another environment as your production environment (a.k.a reference).

To set as production an environment it should have as origin the actual reference.

To do so, click on the environment you wish to set as production and from its details page, click "Set as production".

The actual reference will take the new production as origin. All children layout will be refreshed. Any layout change that is not applicable will be ignored.

Delete an environment

You may also delete an environment. Be very careful as there is no going back!

If you need help deploying your admin backend's codebase, here are 2 step-by-step guides showing how it can be done or .

on Heroku
on a standard ubuntu server
@forestadmin/agent
forestadmin-agent-django
forestadmin-agent-flask
forestadmin/laravel-forestadmin
forestadmin/symfony-forestadmin