mirror of
https://github.com/directus/directus.git
synced 2026-01-15 02:38:26 -05:00
Split existing docs pages into Developer Docs and User Guide (#18951)
* docs: add getting started * docs: add data model * docs: add content module * docs: add user management * docs: add file library * docs: add insights * docs: add general settings * docs: update user guide sidebar * docs: update sidebar * docs: add data studio app to dev docs sidebar * docs: update content module * docs: update directus cloud * docs: update settings and content module * docs: removed unused files in app * chore: update links * chore: update redirects * docs: update redirects * chore: update redirects * chore: update urls * docs: add active match * Remove unused import --------- Co-authored-by: rijkvanzanten <rijkvanzanten@me.com>
This commit is contained in:
@@ -129,6 +129,11 @@ gtag('config', 'UA-24637628-7');
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},
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nav: [
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{ text: 'Docs', link: '/' },
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{
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text: 'User Guide',
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link: '/user-guide/overview/data-studio-app',
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activeMatch: '/user-guide',
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},
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// { text: 'Cookbook', link: '/cookbook/add-a-recipe', activeMatch: '/cookbook/' },
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{ text: 'Website', link: 'https://directus.io/' },
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{ text: 'Cloud', link: 'https://directus.cloud/' },
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@@ -142,6 +147,7 @@ gtag('config', 'UA-24637628-7');
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sidebar: {
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// '/cookbook/': sidebarCookbooks(),
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'/': sidebar(),
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'/user-guide/': sidebarUserGuide(),
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'/packages/': sidebarTypedocs(),
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},
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editLink: {
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@@ -219,10 +225,6 @@ function sidebar() {
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text: 'Resources',
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link: '/getting-started/resources',
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},
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{
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text: 'Glossary',
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link: '/getting-started/glossary',
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},
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],
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},
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{
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@@ -230,66 +232,6 @@ function sidebar() {
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collapsible: true,
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collapsed: true,
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items: [
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{
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link: '/app/overview',
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text: 'Overview',
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},
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{
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link: '/app/content',
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text: 'Content',
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type: 'page',
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items: [
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{
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link: '/app/content/collections',
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text: 'Collection Page',
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type: 'page',
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},
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{
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link: '/app/content/items',
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text: 'Item Page',
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},
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{
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link: '/app/content/shares',
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text: 'Shares',
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},
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],
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},
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{
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link: '/app/user-directory',
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text: 'User Directory',
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},
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{
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link: '/app/file-library',
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text: 'File Library',
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},
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{
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link: '/app/insights',
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text: 'Insights',
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},
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{
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link: '/app/settings',
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text: 'Settings',
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},
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{
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link: '/app/display-templates',
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text: 'Display Templates',
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},
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{
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link: '/app/filters',
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text: 'Filters',
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},
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{
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link: '/app/layouts',
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text: 'Layouts',
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},
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{
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link: '/app/import-export',
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text: 'Import / Export',
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},
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{
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link: '/app/project-settings',
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text: 'Project Settings',
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},
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{
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link: '/app/data-model',
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text: 'Data Model',
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@@ -336,32 +278,6 @@ function sidebar() {
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},
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],
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},
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{
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link: '/app/users-roles-permissions',
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text: 'Users, Roles & Permissions',
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items: [
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{
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link: '/app/users-roles-permissions/users',
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text: 'Users',
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},
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{
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link: '/app/users-roles-permissions/roles',
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text: 'Roles',
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},
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{
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link: '/app/users-roles-permissions/permissions',
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text: 'Permissions',
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},
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],
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},
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{
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link: '/app/presets-bookmarks',
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text: 'Presets & Bookmarks',
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},
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{
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link: '/app/translation-strings',
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text: 'Translation Strings',
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},
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{
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link: '/app/webhooks',
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text: 'Webhooks',
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@@ -381,10 +297,6 @@ function sidebar() {
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},
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],
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},
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{
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link: '/app/activity-log',
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text: 'Activity Log',
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},
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],
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},
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{
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@@ -724,3 +636,186 @@ function sidebar() {
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},
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];
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}
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function sidebarUserGuide() {
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return [
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{
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text: 'Overview',
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items: [
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{
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text: 'Data Studio App',
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link: '/user-guide/overview/data-studio-app',
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},
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{
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text: 'Quickstart Guide',
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link: '/user-guide/overview/quickstart',
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},
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{
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text: 'Glossary',
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link: '/user-guide/overview/glossary',
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},
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],
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},
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{
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text: 'Content Module',
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collapsible: true,
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collapsed: true,
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items: [
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{
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link: '/user-guide/content-module/content',
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text: 'Managing Content',
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type: 'page',
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items: [
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{
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link: '/user-guide/content-module/content/collections',
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text: 'Collection Page',
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type: 'page',
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},
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{
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link: '/user-guide/content-module/content/items',
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text: 'Item Page',
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},
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{
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link: '/user-guide/content-module/content/shares',
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text: 'Shares',
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},
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],
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},
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{
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text: 'Layouts',
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link: '/user-guide/content-module/layouts',
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},
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{
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text: 'Import/Export',
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link: '/user-guide/content-module/import-export',
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},
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{
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text: 'Filters',
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link: '/user-guide/content-module/filters',
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},
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{
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text: 'Translation Strings',
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link: '/user-guide/content-module/translation-strings',
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},
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{
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text: 'Display Templates',
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link: '/user-guide/content-module/display-templates',
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},
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],
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},
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{
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text: 'User Management',
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collapsible: true,
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collapsed: true,
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items: [
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{
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link: '/user-guide/user-management/users-roles-permissions',
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text: 'Users, Roles & Permissions',
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type: 'page',
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items: [
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{
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text: 'Users',
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link: '/user-guide/user-management/users',
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},
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{
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text: 'Roles',
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link: '/user-guide/user-management/roles',
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},
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{
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text: 'Permissions',
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link: '/user-guide/user-management/permissions',
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},
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],
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},
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{
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text: 'User Directory',
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link: '/user-guide/user-management/user-directory',
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},
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],
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},
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{
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text: 'File Library',
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collapsible: true,
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collapsed: true,
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items: [
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{
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text: 'Files',
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link: '/user-guide/file-library/files',
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},
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{
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text: 'Folders',
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link: '/user-guide/file-library/folders',
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},
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],
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},
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{
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text: 'Insights',
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collapsible: true,
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collapsed: true,
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items: [
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{
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text: 'Dashboards',
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link: '/user-guide/insights/dashboards',
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},
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{
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text: 'Panels',
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link: '/user-guide/insights/panels',
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},
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{
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text: 'Charts',
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link: '/user-guide/insights/charts',
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},
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],
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},
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{
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text: 'Directus Cloud',
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collapsible: true,
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collapsed: true,
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items: [
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{
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text: 'Overview',
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link: '/user-guide/cloud/overview',
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},
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{
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text: 'Projects',
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link: '/user-guide/cloud/projects',
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},
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{
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text: 'Teams',
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link: '/user-guide/cloud/teams',
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},
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{
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text: 'Accounts',
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link: '/user-guide/cloud/accounts',
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},
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{
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text: 'Project Settings',
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link: '/user-guide/cloud/project-settings',
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},
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{
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text: 'Glossary',
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link: '/user-guide/cloud/glossary',
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},
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],
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},
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{
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text: 'General Settings',
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collapsible: true,
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collapsed: true,
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items: [
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{
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text: 'Settings',
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link: '/user-guide/settings/settings',
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},
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{
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text: 'Preset and Bookmarks',
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link: '/user-guide/settings/presets-bookmarks',
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},
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{
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text: 'Activity Log',
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link: '/user-guide/settings/activity-log',
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},
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],
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},
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];
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}
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@@ -1,7 +1,7 @@
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<script setup>
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import { computed } from 'vue';
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import DefaultTheme from 'vitepress/theme';
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import { useData, useRoute } from 'vitepress';
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import DefaultTheme from 'vitepress/theme';
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import { computed } from 'vue';
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import ArticleFeedback from '../components/ArticleFeedback.vue';
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const { Layout } = DefaultTheme;
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@@ -25,4 +25,4 @@ const path = computed(() => route.path);
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#contributors {
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margin-bottom: 2em;
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}
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</style>
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</style>
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@@ -42,26 +42,26 @@ each system collection is responsible for, as well as where to find relevant App
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| System Collection | Purpose | APP | API |
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| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------- | ------------------------------------------------ |
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| Activity | Tracks and stores all events within Directus, giving full accountability over everything. | [Activity Log](/app/activity-log) | [Activity](/reference/system/activity) |
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| Activity | Tracks and stores all events within Directus, giving full accountability over everything. | [Activity Log](/user-guide/settings/activity-log) | [Activity](/reference/system/activity) |
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| Collections | Stores data table & configuration details each and every Collection. | [Collections](/app/data-model/collections) | [Collections](/reference/system/collections) |
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| Dashboards | Stores dashboard configuration details and all relationally linked panels. | [Insights](/app/insights) | **N/A** |
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| Dashboards | Stores dashboard configuration details and all relationally linked panels. | [Insights](/user-guide/insights/dashboards) | **N/A** |
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| Fields | Stores configuration details for each field. | [Fields](/app/data-model/fields) | [Fields](/reference/system/fields) |
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| Files | This stores file location from asset storage as well as any data associated with that file. | [File Library](/app/file-library) | [Files](/reference/files) |
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| Files | This stores file location from asset storage as well as any data associated with that file. | [File Library](/user-guide/file-library/files) | [Files](/reference/files) |
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| Flows | Stores basic logic required for Flows, which enable event-triggered task automation. | [Flows](/app/flows) | [Flows](/reference/system/flows) |
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| Folders | Stores information required for Folders, which provide virtual file asset management. | [Folders](/app/file-library#folders) | [Folders](/reference/system/folders) |
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| Folders | Stores information required for Folders, which provide virtual file asset management. | [Folders](/user-guide/file-library/folders) | [Folders](/reference/system/folders) |
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| Migrations | Used by our install/upgrade process to track when migration scripts for a specific release have been run. | It has no relevant app functionality. | **N/A** |
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| Notifications | Stores details about in-app notifications. | [Module Bar](/app/overview#_1-module-bar) and [Sidebar](/app/overview#_4-sidebar) | [Notifications](/reference/system/notifications) |
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| Operations | Stores information required for Operations, which are a part of [Flows](#flows). | [Operations](/app/flows) | [Operations](/reference/system/operations) |
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| Panels | This stores information about individual analytics panels, which are displayed on [Dashboards](#dashboards). | [Insights](/app/insights) | **N/A** |
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| Permissions | This stores the access permissions configured for roles. | [Users, Roles & Permissions](/app/users-roles-permissions) | [Permissions](/reference/system/permissions) |
|
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| Operations | Stores information required for Operations, which are a part of [Flows](#flows). | [Operations](/app/flows/operations) | [Operations](/reference/system/operations) |
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| Panels | This stores information about individual analytics panels, which are displayed on [Dashboards](#dashboards). | [Insights](/user-guide/insights/panels) | **N/A** |
|
||||
| Permissions | This stores the access permissions configured for roles. | [Users, Roles & Permissions](/user-guide/user-management/users-roles-permissions) | [Permissions](/reference/system/permissions) |
|
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| Presets | This stores details for presets and bookmarks. | [Presents & Bookmarks](/app/presets-bookmarks) | [Presets](/reference/system/presets) |
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| Relations | This stores information about relationships between collections. | [Relationships](/app/data-model/relationships) | [Relations](/reference/system/relations) |
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| Revisions | Revisions are changes/edits made to Items. Directus keeps track of edits made, so you're able to revert to a previous state at will. | [Revert an Item](/app/content/items#revert-an-item) | [Revisions](/reference/system/revisions) |
|
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| Revisions | Revisions are changes/edits made to Items. Directus keeps track of edits made, so you're able to revert to a previous state at will. | [Revert an Item](/user-guide/content-module/content/items#revert-an-item) | [Revisions](/reference/system/revisions) |
|
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| Roles | Stores information about each role created. | [Users, Roles, and Permissions](/app/users-roles-permissions) | [Roles](/reference/system/roles) |
|
||||
| Sessions | Stores information about each user session, for system purposes. | **N/A** | **N/A** |
|
||||
| Settings | Stores all configurations made within **Settings > Project Settings**. | [Project Settings](/app/project-settings) | [settings](/reference/system/settings) |
|
||||
| Shares | Stores all information regarding data shares. | [Data Sharing](/app/content/shares) | |
|
||||
| Users | Stores information about each user within the platform. | [User Directory](/app/user-directory) | [Users](/reference/system/relations) |
|
||||
| Settings | Stores all configurations made within **Settings > Project Settings**. | [Project Settings](/user-guide/cloud/project-settings) | [settings](/reference/system/settings) |
|
||||
| Shares | Stores all information regarding data shares. | [Data Sharing](/user-guide/content-module/content/shares) | |
|
||||
| Users | Stores information about each user within the platform. | [User Directory](/user-guide/user-management/user-directory) | [Users](/reference/system/relations) |
|
||||
| Webhooks | Stores all information about configured webhooks. | [Webhooks](/app/webhooks) | [Webhooks](/reference/system/relations) |
|
||||
|
||||
## Create a Collection
|
||||
@@ -132,7 +132,7 @@ To toggle whether a collection is hidden by default in the Content Module, follo
|
||||
|
||||
:::tip
|
||||
|
||||
Assuming a user has [access permissions](/app/users-roles-permissions), hidden collections can still be viewed. They
|
||||
Assuming a user has [access permissions](/user-guide/user-management/users-roles-permissions), hidden collections can still be viewed. They
|
||||
must right-click on the Navigation Bar and choose <span mi icon>visibility</span> **Show Hidden Collections**.
|
||||
|
||||
:::
|
||||
@@ -205,7 +205,7 @@ To configure a collection, follow these steps.
|
||||
</video>
|
||||
|
||||
This section allows you to create and configure fields, as well as configure how fields are displayed on the
|
||||
[Item Details Page](/app/content/items). To learn more, please see the documentation on
|
||||
[Item Details Page](/user-guide/content-module/content/items). To learn more, please see the documentation on
|
||||
[fields](/app/data-model/fields).
|
||||
|
||||
### Collection Setup
|
||||
@@ -221,20 +221,20 @@ These controls allow you to modify how the collection is displayed within the Co
|
||||
- **Note** — Set a helpful note that explains the collection's purpose.
|
||||
- **Icon** — Set an icon used throughout the app when referencing this collection.
|
||||
- **Color** — Set a color for the icon, shown in the Navigation Bar and its page header.
|
||||
- **Display Template** — Create a [Display Template](/app/display-templates) for the collection.
|
||||
- **Display Template** — Create a [Display Template](/user-guide/content-module/display-templates) for the collection.
|
||||
- **Hidden** — Toggle whether the collection should be globally hidden in the other app modules, even for admin users.
|
||||
You cannot hide collections for admins via permissions like other roles, so this comes in handy to tidy up the Content
|
||||
Module.
|
||||
- **Singleton** — Toggle to bypass the [Collection Page](/app/content/collections) and take users to the
|
||||
[Item Details Page](/app/content/items).
|
||||
- **Singleton** — Toggle to bypass the [Collection Page](/user-guide/content-module/content/collections) and take users to the
|
||||
[Item Details Page](/user-guide/content-module/content/items).
|
||||
- **Collection Naming Translations** — Translate the collection name across multiple languages. When the default
|
||||
language is changed in [Project Settings](/app/project-settings#general) or
|
||||
[User Details Page](/app/user-directory#user-details-page), the relevant translation, if any exists, will be used
|
||||
language is changed in [Project Settings](/user-guide/cloud/project-settings#general) or
|
||||
[User Details Page]( /user-guide/user-management/user-directoryy#user-details-page), the relevant translation, if any exists, will be used
|
||||
throughout the app.
|
||||
|
||||
:::tip Collection Naming Translations
|
||||
|
||||
By default, Directus uses the [Title Formatter](/getting-started/glossary#title-formatter) to display collection keys as
|
||||
By default, Directus uses the [Title Formatter](/user-guide/overview/glossary#title-formatter) to display collection keys as
|
||||
human readable names, but you can also use translations to explicitly rename more technical table keys.
|
||||
|
||||
:::
|
||||
@@ -257,11 +257,11 @@ archive field, set the following four input fields as desired.
|
||||
|
||||
- **Archive Field** — Selects the archive field from a dropdown menu.
|
||||
- **Archive App Filter** — Toggles whether app users can
|
||||
[filter for archived items](/app/content/collections#view-archived-items).
|
||||
[filter for archived items](/user-guide/content-module/content/collections#view-archived-items).
|
||||
- **Archive Value** — A value that is assigned to the field when an item is
|
||||
[archived](/app/content/items#archive-an-item).
|
||||
[archived](/user-guide/content-module/content/items#archive-an-item).
|
||||
- **Unarchive Value** — A value that is assigned to the field when an item is
|
||||
[unarchived](/app/content/items#archive-an-item).
|
||||
[unarchived](/user-guide/content-module/content/items#archive-an-item).
|
||||
|
||||
:::tip Automatic Setup
|
||||
|
||||
@@ -289,9 +289,9 @@ filtered out. This gives you the flexibility to manage archived items however yo
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/content/content-collections/content-collections-20220415A/manually-sort-items-20220415A.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
The sort feature enables users to [manually sort Items](/app/content/collections#manually-sort-items) within the Data
|
||||
The sort feature enables users to [manually sort Items](/user-guide/content-module/content/collections#manually-sort-items) within the Data
|
||||
Studio. This is typically shown on the **Content Module > Collection Page**. It can also be used for sorting items
|
||||
within [Junction Collections](/getting-started/glossary#junction-collections). A standard field, configured with an
|
||||
within [Junction Collections](/user-guide/overview/glossary#junction-collections). A standard field, configured with an
|
||||
`INTEGER` data type, is required. As shown in the video, fields which cannot serve as sort fields will be grayed out and
|
||||
unselectable in the Sort Field dropdown.
|
||||
|
||||
@@ -304,7 +304,7 @@ To configure a sort field, follow these steps.
|
||||
3. Click <span mi btn>check</span> to confirm.
|
||||
|
||||
Once you sort field is configured, you may want to learn how to
|
||||
[manually sort Items](/app/content/collections#manually-sort-items).
|
||||
[manually sort Items](/user-guide/content-module/content/collections#manually-sort-items).
|
||||
|
||||
::: tip Automatic Setup
|
||||
|
||||
|
||||
@@ -53,7 +53,7 @@ will end up in another folder like "Social" or "Promotions".
|
||||
|
||||
## 3. Create a Collection
|
||||
|
||||
Once logged in, you're greeted with the option to create your first [Collection](/getting-started/glossary#collections).
|
||||
Once logged in, you're greeted with the option to create your first [Collection](/user-guide/overview/glossary#collections).
|
||||
|
||||
1. Navigate into the Content Module.
|
||||
2. Click **"Create Collection"** and a side menu will appear.
|
||||
@@ -66,7 +66,7 @@ Once logged in, you're greeted with the option to create your first [Collection]
|
||||
|
||||
:::tip Learn More About Collections
|
||||
|
||||
- [The Content Module](/app/content)
|
||||
- [The Content Module](/user-guide/content-module/content)
|
||||
- [Create and Manage a Collection](/app/data-model/collections)
|
||||
- [Build Relationships Between Collections](/app/data-model/relationships)
|
||||
|
||||
@@ -74,7 +74,7 @@ Once logged in, you're greeted with the option to create your first [Collection]
|
||||
|
||||
## 4. Create a Field
|
||||
|
||||
With your first Collection created, it's time to start adding some [Fields](/getting-started/glossary#fields).
|
||||
With your first Collection created, it's time to start adding some [Fields](/user-guide/overview/glossary#fields).
|
||||
|
||||
1. Navigate to **Settings Module > Data Model > `Collection-Name`**.
|
||||
2. Click the **"Create Field"** button and select the **"Input"** Field type.
|
||||
@@ -90,7 +90,7 @@ With your first Collection created, it's time to start adding some [Fields](/get
|
||||
|
||||
## 5. Create an Item
|
||||
|
||||
Now that we have a Collection with a Field configured, it's time to add an [Item](/getting-started/glossary#).
|
||||
Now that we have a Collection with a Field configured, it's time to add an [Item](/user-guide/overview/glossary#).
|
||||
|
||||
1. Navigate to the Content Module.
|
||||
2. Click <span mi btn>add</span> in the page header to open the Item Page.
|
||||
@@ -124,7 +124,7 @@ of creating a new Role.
|
||||
|
||||
::: tip Learn More About Roles & Permissions
|
||||
|
||||
- [Users, Roles and Permissions](/app/users-roles-permissions).
|
||||
- [Users, Roles and Permissions](/user-guide/user-management/users-roles-permissions).
|
||||
|
||||
:::
|
||||
|
||||
|
||||
@@ -11,11 +11,6 @@
|
||||
autoLaunch = false
|
||||
framework = "#custom"
|
||||
|
||||
[[redirects]]
|
||||
from = "/"
|
||||
to = "/getting-started/introduction"
|
||||
status = 301
|
||||
force = true
|
||||
|
||||
[[redirects]]
|
||||
from = "/api/*"
|
||||
@@ -63,11 +58,56 @@
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/cloud/*"
|
||||
to = "/"
|
||||
from = "/getting-started/backing-directus"
|
||||
to = "/contributing/sponsor"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/getting-started/backing-directus"
|
||||
to = "/contributing/sponsor"
|
||||
from = "/app/content/*"
|
||||
to = "/user-guide/content-module/content/:splat"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/users-roles-permissions.html"
|
||||
to = "/user-guide/user-management/users-roles-permissions.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/getting-started/glossary.html"
|
||||
to = "/user-guide/overview/glossary.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/activity-log.html"
|
||||
to = "/user-guide/settings/activity-log.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/insights.html"
|
||||
to = "/user-guide/insights/dashboards.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/file-library.html"
|
||||
to = "/user-guide/file-library/files.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/project-settings.html"
|
||||
to = "/user-guide/cloud/project-settings.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/content/shares.html"
|
||||
to = "/user-guide/content-module/content/shares.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/app/user-directory.html"
|
||||
to = "/user-guide/user-management/user-directory.html"
|
||||
status = 301
|
||||
|
||||
[[redirects]]
|
||||
from = "/cloud/*"
|
||||
to = "/user-guide/cloud/:splat"
|
||||
status = 301
|
||||
69
docs/user-guide/cloud/accounts.md
Normal file
69
docs/user-guide/cloud/accounts.md
Normal file
@@ -0,0 +1,69 @@
|
||||
---
|
||||
description:
|
||||
Creating an Account is easy and free. Your Account gives you SuperAdmin access to your Teams and Projects on Directus
|
||||
Cloud, enabling you to create and manage Teams, Team Members, Projects, and Project Billing.
|
||||
readTime: 3 min read
|
||||
---
|
||||
|
||||
# Managing Cloud Accounts
|
||||
|
||||
> An Account is your portal to Directus Cloud. You can use it to manage your Teams, Team Members, Projects and billing.
|
||||
> To avoid confusion, "User" is the term for user profiles in a Directus Project, while the terms "Account" and "Team
|
||||
> Member" are used in the context of Directus Cloud. _Accounts on Directus Cloud_ and _Users in a Directus Project_ are
|
||||
> two separate systems.
|
||||
|
||||
## Create Account and Login
|
||||
|
||||

|
||||
|
||||
Creating an Account is easy and free. As we talked about in the [Overview](/user-guide/cloud/overview), we've made life easy for
|
||||
you by giving you the option to create and log in to your free Cloud Account automatically with GitHub. If you don't
|
||||
have a GitHub account or prefer not to use this login method, email-and-password login is available, as well. In either
|
||||
case, simply go to the [Login Page](https://directus.cloud/login) and follow the prompts.
|
||||
|
||||
## Manage Account
|
||||
|
||||

|
||||
|
||||
To update your name or email:
|
||||
|
||||
1. Click <span mi icon>account_circle</span> in the Dashboard Header to enter your Account page.
|
||||
2. Toggle <span mi icon prmry>edit</span> to allow edits.
|
||||
3. Change your name and email as desired.
|
||||
4. Click the **"Save"** button.
|
||||
|
||||
## Reset Password
|
||||
|
||||

|
||||
|
||||
To reset your password:
|
||||
|
||||
1. Click <span mi icon>account_circle</span> in the Dashboard Header to enter your Account page.
|
||||
2. Click **"Send Reset Link"**. An email will be sent to reset password.
|
||||
3. Log in to the email associated with your Account.
|
||||
4. Open the email and click **"Reset Password"**. You will be directed to the Password Reset page.
|
||||
5. Reset the password as desired and click **"Reset Password"**.
|
||||
|
||||
## Destroy Account
|
||||
|
||||

|
||||
|
||||
To destroy your Directus Cloud Account:
|
||||
|
||||
1. Click <span mi icon>account_circle</span> in the Dashboard Header to enter your Account page.
|
||||
2. Toggle <span mi icon dngr>local_fire_department</span> and an input box will appear.
|
||||
3. Type in your password, then click the **"Destroy Account"** button.
|
||||
|
||||
::: danger
|
||||
|
||||
Destroying your Account completely removes your Account and data from Directus Cloud. This action is permanent and
|
||||
irreversible. Proceed with caution!
|
||||
|
||||
:::
|
||||
|
||||
::: tip Must leave all Teams before deleting
|
||||
|
||||
You cannot destroy your Account if you are a Member of one or more Teams. Leave all associated Teams before destroying
|
||||
your Account.
|
||||
|
||||
:::
|
||||
274
docs/user-guide/cloud/glossary.md
Normal file
274
docs/user-guide/cloud/glossary.md
Normal file
@@ -0,0 +1,274 @@
|
||||
---
|
||||
description: A glossary of terms specific to Directus Cloud.
|
||||
readTime: 10 min read
|
||||
---
|
||||
|
||||
# Glossary
|
||||
|
||||
## Asset Storage
|
||||
|
||||
Directus Core allows asset storage for any type of file. This applies to all Cloud Projects. However, on Directus Cloud,
|
||||
certain hard technical limits apply to file uploads, such as limits on size per asset and total asset storage per
|
||||
Project. For more details, see [Cloud Policies](https://directus.io/cloud-policies#).
|
||||
|
||||
## Automatic Updates
|
||||
|
||||
Software updates on any app can be a time-consuming chore, taking developer energy and focus away from core business
|
||||
logic. Cloud Projects are updated every two weeks in rolling releases _(i.e. done with no downtime)_. These updates keep
|
||||
your Project on the latest version and fully up to date with all [Cloud Exclusives](#cloud-exclusives), dependencies and
|
||||
security patches.
|
||||
|
||||
:::tip Version-locking
|
||||
|
||||
Version-locking is available on Enterprise Projects.
|
||||
|
||||
:::
|
||||
|
||||
## Backups
|
||||
|
||||
By default, file assets and databases are backed up once per day on all Standard and Enterprise Projects. Additionally,
|
||||
Enterprise customers can work with our team for more tailored backup solutions. In the event of an emergency, such as
|
||||
your project crashing, don't worry! Your data will be safe. If you need access to your backed-up data,
|
||||
[contact us](https://directus.io/contact).
|
||||
|
||||
## Caching
|
||||
|
||||
Caching is enabled on Cloud Projects. Public data is cached in the CDN for a short period of time. All Directus Cloud
|
||||
Projects are running behind a [Global CDN](#global-cdn), but Enterprise Projects offer advanced caching strategies, as
|
||||
well.
|
||||
|
||||
## Data Portability
|
||||
|
||||
Directus Core is totally detached from the database. Data can be cleanly imported and exported on Projects with the API
|
||||
via the schema endpoints.
|
||||
|
||||
:::tip Enterprise Clients
|
||||
|
||||
The Directus Team will help you work through this process on all [Enterprise Projects](https://directus.io/contact).
|
||||
|
||||
:::
|
||||
|
||||
## Datacenter Regions
|
||||
|
||||
The location you choose to host your Project in can have a measurable impact. To help optimize your Project and meet any
|
||||
local data compliance laws such as GDPR, Standard and Enterprise offer multiple Datacenter regions to host from. There
|
||||
are 19 regions available for Enterprise Projects, and 3 for Standard Projects:
|
||||
|
||||
<table>
|
||||
<tr>
|
||||
<th>Region</th>
|
||||
<th>Enterprise</th>
|
||||
<th>Standard</th>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>United States, East</td>
|
||||
<td>✅</td>
|
||||
<td>✅</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Europe, Frankfurt</td>
|
||||
<td>✅</td>
|
||||
<td>✅</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Singapore</td>
|
||||
<td>✅</td>
|
||||
<td>✅</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>United States, West</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Africa, Cape Town</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Hong Kong</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Jakarta</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Mumbai</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Osaka</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Seoul</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Sydney</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Asia Pacific, Tokyo</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Canada, Central</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Europe, Ireland</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Europe, London</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Europe, Paris</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Europe, Stockholm</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Middle East, Bahrain</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>South America, São Paulo</td>
|
||||
<td>✅</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
## Encryption and Security
|
||||
|
||||
[Asset Storage](#asset-storage), data storage and in-transit encryption are included on all Cloud Projects. All data at
|
||||
rest remains encrypted, and HTTPS/TLS protocols are enabled on all in-transit data. Cloud Projects are created with
|
||||
secure and safe [tenancy architectures](#multi-tenancy).
|
||||
|
||||
:::tip Directus Core Security Features
|
||||
|
||||
Directus core comes with even more security features out-of-the-box, including IP address whitelabeling, MFA enabling,
|
||||
SSO options, customization for Password Rule requirements and the flexibility to use any access token paradigm desired.
|
||||
|
||||
:::
|
||||
|
||||
## Extensions
|
||||
|
||||
The term _Extension_ refers to any feature or component that adds to the functionality of Directus Core. Directus has
|
||||
been architected to be [completely modular and extensible](/extensions/introduction) to ensure you will never hit a hard
|
||||
feature ceiling within the platform.
|
||||
|
||||
All Cloud Projects have access to the [Cloud Exclusive Extensions](/cloud/exclusives), which are developed and
|
||||
maintained by the Core Team. Enterprise Projects get all Cloud Exclusives, but also have the option to implement their
|
||||
own custom Extensions as needed.
|
||||
|
||||
## Global CDN
|
||||
|
||||
A Global CDN is provided for all Cloud Projects, out-of-the-box, with over 300 cache locations. This means assets and
|
||||
data will be delivered with the lowest possible latency.
|
||||
|
||||
## Infrastructure
|
||||
|
||||
In the context of these docs, Infrastructure refers to the hardware running your Project, including the
|
||||
[database](#multi-tenancy), [asset storage](#asset-storage) and [global CDN](#global-cdn). Infrastructure differs by
|
||||
Project tier. Please refer to [Projects](/cloud/projects) as well as the Infrastructure section on the
|
||||
[Pricing page](https://directus.io/pricing) for side-by-side comparisons.
|
||||
|
||||
## Rate Limiting
|
||||
|
||||
Rate limiting refers to technical limitations within Directus Cloud as well as Cloud Projects. You will encounter the
|
||||
following API request limits:
|
||||
|
||||
| Tier | Limit |
|
||||
| ---------- | ------------------------------ |
|
||||
| Standard | 50 requests per second per IP |
|
||||
| Enterprise | 100 requests per second per IP |
|
||||
|
||||
:::tip Learn More
|
||||
|
||||
For details on other limitations, please see [Cloud Policies](https://directus.io/cloud-policies/#).
|
||||
|
||||
:::
|
||||
|
||||
## Support Options
|
||||
|
||||
There are three types of support for Directus:
|
||||
|
||||
### Community Support
|
||||
|
||||
Because Directus is an open-source Project, you're encouraged to reach out to the Community for help on Projects, _and
|
||||
of course help others as well_. Find us on [GitHub](https://github.com/directus/directus/discussions) and
|
||||
[Discord](https://directus.chat) to join the thousands of other developers all discussing and guiding the future of the
|
||||
Directus platform. Most common questions have already been asked and answered and can be easily searched.
|
||||
|
||||
:::warning No Guaranteed Response Time
|
||||
|
||||
While the Directus Core Team plays an active and engaged role in community discussions and aims to answer questions
|
||||
within a few days, there is no guaranteed response time for Community Support.
|
||||
|
||||
:::
|
||||
|
||||
### Basic and Premium Support
|
||||
|
||||
Basic and Premium Support offer direct communication with the Directus Core Team. Basic support is included on all
|
||||
Enterprise Projects, and Premium Support adds 24/7 response times for critical software issues only.
|
||||
|
||||
:::tip Add-on Support
|
||||
|
||||
Looking for Basic or Premium Support on a self-hosted Project? [Contact Sales](https://directus.io/contact).
|
||||
|
||||
:::
|
||||
|
||||
## System Status
|
||||
|
||||
<video alt="System Status" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/cloud/glossary/glossary-20220322A/system-status-20220329A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
Click <span mi icon>check</span> in the Dashboard Header to navigate to the System Status page. This page is where to
|
||||
_find out what happened_ in the super rare event that the network slows down or goes offline. Here you can view the
|
||||
current connectivity status of Directus Cloud, the status on individual Projects by URL and a daily Incidents log. For
|
||||
more information, see [Cloud Policies](https://directus.io/cloud-policies#).
|
||||
|
||||
## Multi-tenancy
|
||||
|
||||
Tenancy refers to how client data is stored within a database. In single-tenancy architecture, a database stores data
|
||||
from only one tenant. In multi-tenancy architecture, a database stores data from multiple tenants, with mechanisms in
|
||||
place to protect data privacy. In the context of Directus Cloud, each Project represents a tenant.
|
||||
|
||||
**Standard**\
|
||||
Standard Projects are created using a multi-tenant architecture. However, if your neighbor's Project gets busy, it will not
|
||||
impact your Project, because each Standard Project is scoped to one container per Project with dedicated minimum resources.
|
||||
Projects also have the ability to scale beyond this minimum allocation based on currently available resources within the
|
||||
multitenant pool. However, these additional resources are not guaranteed and are offered on a dynamic first-come, first-serve
|
||||
basis. For end-to-end, single-tenant infrastructure with fully dedicated resources, [contact us about our Enterprise Tier](https://directus.io/contact)
|
||||
|
||||
**Enterprise**\
|
||||
Databases on Enterprise Projects are single-tenant, 100% dedicated to your Project - no neighbors! Ready to upgrade to Enterprise?
|
||||
[Contact us](https://directus.io/contact)
|
||||
|
||||
:::tip
|
||||
|
||||
This section refers to how your Cloud Project is stored alongside other Cloud Projects and has nothing to do with how
|
||||
you design your Project's data model. You can implement single or multi-tenant architecture within any Directus Cloud
|
||||
Project.
|
||||
|
||||
:::
|
||||
70
docs/user-guide/cloud/overview.md
Normal file
70
docs/user-guide/cloud/overview.md
Normal file
@@ -0,0 +1,70 @@
|
||||
---
|
||||
description:
|
||||
Whether you're a hobbyist, startup or Fortune 500 enterprise, our flexible Cloud service lets you get up and running
|
||||
with Directus quickly.
|
||||
readTime: 3 min read
|
||||
---
|
||||
|
||||
# Overview
|
||||
|
||||
> Whether you're a hobbyist, startup or Fortune 500 enterprise, our flexible Cloud service lets you get up and running
|
||||
> with Directus quickly. We do all the heavy lifting of managing your infrastructure and software updates - and you also
|
||||
> benefit from fair and predictable usage-based pricing.
|
||||
|
||||

|
||||
|
||||
[Directus Cloud](https://directus.cloud) is a hosting platform for [Directus Projects](/user-guide/cloud/glossary#projects) which
|
||||
handles data storage, hosting, updates and scalability so you can focus on building your digital apps and experiences.
|
||||
There are two [tiers of Cloud Projects](/user-guide/cloud/glossary#projects): Standard and Enterprise. Both tiers come with all the
|
||||
great features of Directus Core.
|
||||
|
||||
The Cloud Dashboard is constructed to manage three key components: [Accounts](/user-guide/cloud/glossary#accounts),
|
||||
[Teams](/user-guide/cloud/glossary#teams) and [Projects](/user-guide/cloud/glossary#projects). First, create an Account. Once logged in,
|
||||
create or join a Team, and your Account will become a Member of that Team. Once that's complete, you can create Projects
|
||||
within a Team.
|
||||
|
||||
Accounts can be Members on multiple Teams. All Team Members have SuperAdmin privileges to manage the Team's Projects,
|
||||
Project [billing](/user-guide/cloud/teams#manage-billing), other Team Members and the Team itself. Teams can have multiple Team
|
||||
Members and multiple Projects. Projects can only be managed by one Team and cannot be transferred to new Teams.
|
||||
|
||||
## Getting Started
|
||||
|
||||
To make life easy, you have the option to
|
||||
[create and login to your free Cloud Account](/cloud/accounts#create-account-and-login) automatically with GitHub. If
|
||||
you don't have a GitHub account or prefer not to use this login method, email-and-password login is available, as well.
|
||||
Once logged in, create a new Team or select an existing Team. Then you can access and manage the Team's associated
|
||||
Projects, billing details, Team Members, Activity and Settings.
|
||||
|
||||
<video alt="Cloud Dashboard Overview" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/cloud/overview/overview-20220322A/cloud-dashboard-overview-20220329A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
Remember: The Dashboard layout itself is designed to manage [Accounts](/user-guide/cloud/glossary#accounts),
|
||||
[Teams](/user-guide/cloud/glossary#teams) and [Projects](/user-guide/cloud/glossary#projects). Here's how the Dashboard layout relates to each
|
||||
of these components:
|
||||
|
||||
## Accounts
|
||||
|
||||
### Cloud Dashboard Header
|
||||
|
||||
- <span mi icon>check</span> — View Directus Cloud [system status](/user-guide/cloud/glossary#system-status).
|
||||
- <span mi icon>notifications</span> — Notifications such as version upgrades, platform upgrades, etc.
|
||||
- <span mi icon>help_outline</span> — Documentation, Community Support and Request for Premium Support.
|
||||
- <span mi icon>expand_more</span> — [Create new Teams](/user-guide/cloud/teams#create-a-team) and navigate between Teams you are
|
||||
on.
|
||||
- <span mi icon>account_circle</span> — [Access, edit or destroy Account](/cloud/accounts).
|
||||
|
||||
## Teams
|
||||
|
||||
- [Team Members](/user-guide/cloud/teams) — View, invite and remove other Team Members or leave a Team.
|
||||
- [Team Activity](/user-guide/cloud/teams#view-team-activity) — View Team activity such as Project creation and deletion, billing
|
||||
information changes, Member invitations and removals, etc.
|
||||
- [Team Settings](/user-guide/cloud/teams#update-team-settings) — Edit the Team Name and Team Slug, as well as
|
||||
[destroy a Team](/user-guide/cloud/teams#destroy-a-team).
|
||||
|
||||
## Projects
|
||||
|
||||
- [Team Projects](/user-guide/cloud/projects) — View and access all Projects managed within a Team. Click a Project to enter the
|
||||
Product Details Page and access, monitor, edit or delete a Project.
|
||||
- [Team Billing](/user-guide/cloud/teams#manage-billing) — View and manage billing details such as credit card information, usage,
|
||||
subscriptions and receipts.
|
||||
157
docs/user-guide/cloud/projects.md
Normal file
157
docs/user-guide/cloud/projects.md
Normal file
@@ -0,0 +1,157 @@
|
||||
---
|
||||
description: Cloud Projects are individual instances of Directus, managed within a Team.
|
||||
readTime: 8 min read
|
||||
---
|
||||
|
||||
# Cloud Projects
|
||||
|
||||
> Cloud Projects are individual instances of Directus, managed within a Team. Standard and Enterprise tier Projects are
|
||||
> available, with each offering different options for infrastructure, configuration and professional services. A Cloud
|
||||
> Project is a Directus Instance, the [Infrastructure](/user-guide/cloud/glossary#infrastructure) it runs on, and all of its
|
||||
> [data and file assets](/user-guide/cloud/glossary#asset-storage). All Cloud Projects include all
|
||||
> [Cloud Exclusives](/user-guide/cloud/glossary#cloud-exclusives). See [Support Options](/user-guide/cloud/glossary#support-options) to find
|
||||
> out how to get help on your Project.
|
||||
|
||||
There are two different Project tiers on Directus Cloud: [Standard](#create-a-standard-project) and
|
||||
[Enterprise](#create-an-enterprise-project). A side-by-side comparison of what's included in each tier can be found on
|
||||
the [Pricing page](https://directus.io/pricing).
|
||||
|
||||
See the [Overview](/user-guide/cloud/overview) to learn how Accounts, Teams and Projects interrelate.
|
||||
|
||||
## View a Team's Projects
|
||||
|
||||
All of a Team's Projects are listed on the Projects Page. For each Project, the following information and shortcuts are
|
||||
provided. On Project creation, the provisioning progress will be displayed until fully complete. The icon on the far
|
||||
left indicates whether it's online or [offline](/user-guide/cloud/glossary#system-status). Next to that icon are the Project Name
|
||||
and Project Slug. On the right, you'll see the Project tier, followed by shortcuts, which allow you to
|
||||
<span mi icon>edit</span> update and <span mi icon>launch</span> access the Project. To view a Team's Projects:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Projects"**.
|
||||
|
||||
## Create a Standard Project
|
||||
|
||||
The Standard tier is perfect for most production-ready use cases. Standard tier Projects come with custom URLs, daily
|
||||
[backups](/user-guide/cloud/glossary#backups) and the recommended infrastructure for most projects. as needed.
|
||||
|
||||
Standard Projects come with the following configuration options:
|
||||
|
||||
- **Project Name** — Custom. This can be changed at any time.
|
||||
- **Project URL** — Custom URL: `your-custom-url.directus.app`. _This cannot be changed_.
|
||||
- [Datacenter Region](/user-guide/cloud/glossary#datacenter-regions) — `United States, East`, `Europe, Frankfurt` or
|
||||
`Asia Pacific, Singapore`.
|
||||
|
||||
To create a Standard Project:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Projects"**.
|
||||
3. Click the Team you wish to create a Project under.
|
||||
4. Click **"Create Project"**.
|
||||
5. Set the Project Name as desired.
|
||||
6. Select the Standard tier.
|
||||
7. Set the configuration options as desired.
|
||||
8. Click **"Proceed to Checkout"**. You will be taken to a checkout page.
|
||||
9. Enter payment information and hit **"Subscribe"**.
|
||||
|
||||
:::tip Enterprise Tier
|
||||
|
||||
Need even more power, scale, customization and support?\
|
||||
Upgrade to an [Enterprise Project](#create-an-enterprise-project).
|
||||
|
||||
:::
|
||||
|
||||
## Create an Enterprise Project
|
||||
|
||||
Enterprise tier offers power and scale to meet any Project's needs and offers 19
|
||||
[Datacenter regions](/user-guide/cloud/glossary#datacenter-regions), upgraded [support options](/user-guide/cloud/glossary#support-options),
|
||||
and much more.
|
||||
|
||||
:::tip Ready to go Enterprise?
|
||||
|
||||
[Contact Sales](https://directus.io/contact)
|
||||
|
||||
:::
|
||||
|
||||
## Access a Project
|
||||
|
||||
At some point, you will want to log in and access the actual managed Project. You can go the Project's URL directly, or
|
||||
you can access it from within the Cloud Dashboard two different ways. To access a Project from the Cloud Dashboard:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and click the desired Team.
|
||||
2. Click **"Projects"** to enter the Projects page.\
|
||||
From here, there are two ways to access a Project:
|
||||
|
||||
#### From the Projects Page
|
||||
|
||||
3. Click <span mi icon>launch</span> on the desired Project. Your Project login page will open in a new tab.
|
||||
|
||||
#### From Project Monitor Page
|
||||
|
||||
3. Click a Project to enter its Project Monitor page.
|
||||
4. Click **"Open Project"**. Your Project login page will open in a new tab.
|
||||
|
||||
## Monitor a Project
|
||||
|
||||
<video alt="Project Monitor Page" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/cloud/glossary/glossary-20220322A/monitor-a-project-20220322A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
Graphs on the Project Monitor page display daily Project information over the last month.
|
||||
|
||||
- **Combined Node Usage**\
|
||||
Total load placed on all Nodes. If CPU or memory are overloaded, the Nodes could crash! High usage is a sign that it's
|
||||
time to scale up.
|
||||
|
||||
- **API Requests**\
|
||||
Number of API requests. This provides basic insight into traffic cycles, including overall volatility.
|
||||
|
||||
- **API Bandwidth**\
|
||||
The read/write bandwidth of all requests.
|
||||
|
||||
To access the Project Monitor Page:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and click the desired Team.
|
||||
2. Click **"Projects"** to enter the Projects page.
|
||||
3. Click the Project to enter the Project Monitor page.
|
||||
|
||||
## Manage a Standard Project
|
||||
|
||||
On Standard Projects, it's possible to change the Project Name.
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and click the desired Team.
|
||||
2. Click **"Projects"** to enter the Projects page.
|
||||
3. Click the Project to enter the Project Monitor page.
|
||||
4. Click **"Edit"** to enter the Project Details page.
|
||||
5. Make changes as desired.
|
||||
6. Click **"Update Project"**.
|
||||
|
||||
## Manage an Enterprise Project
|
||||
|
||||
Each Enterprise Project is customized, so it can't be managed from the Cloud Dashboard. The Project will be managed in
|
||||
tandem with the Directus Core Team.
|
||||
|
||||
:::tip Ready to go Enterprise?
|
||||
|
||||
[Contact Sales](https://directus.io/contact)
|
||||
|
||||
:::
|
||||
|
||||
## Destroy a Project
|
||||
|
||||
Destroying a Directus Cloud Project completely removes all its data, assets, settings and users from the platform. To
|
||||
destroy a Directus Cloud Project, follow these steps:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and click the desired Team.
|
||||
2. Click **"Projects"** to enter the Projects page.
|
||||
3. Click the Project you wish to delete.
|
||||
4. Click **"Edit"** to enter the Project Details page.
|
||||
5. Scroll to the bottom of the page and toggle <span mi icon dngr>local_fire_department</span>.
|
||||
6. Type in the Project Name.
|
||||
7. Click **"Destroy Project"**.
|
||||
|
||||
:::tip
|
||||
|
||||
This action will break any external apps connecting to the Project's API or linking to Project files, and is permanent
|
||||
and irreversible. **Directus Cloud is not responsible for data or files lost due to this action!**
|
||||
|
||||
:::
|
||||
123
docs/user-guide/cloud/teams.md
Normal file
123
docs/user-guide/cloud/teams.md
Normal file
@@ -0,0 +1,123 @@
|
||||
---
|
||||
description:
|
||||
A Team is an organizational system that groups Accounts together as Team Members and provides consolidated billing on
|
||||
its nested Projects.
|
||||
readTime: 10 min read
|
||||
---
|
||||
|
||||
# Cloud Teams
|
||||
|
||||
> A Team is an organizational system that groups Accounts together as Team Members and provides consolidated billing on
|
||||
> its nested Projects. Teams within the Cloud Dashboard allow individuals to separate or consolidate Projects and
|
||||
> payment methods, as well as manage Projects independently or with other Team Members.
|
||||
|
||||
For example, a company can use Teams to organize Projects by department, each with consolidated billing and scoped
|
||||
access. Similarly, agencies or freelancers with multiple customers can create a Team per client to limit their access
|
||||
and isolate billing. Teams are free, so create as many as you need to appropriately organize Team Members, Projects and
|
||||
payment methods.
|
||||
|
||||
## Create a Team
|
||||
|
||||

|
||||
|
||||
To create a Team:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and click **"Create a Team <span mi icon prmry>add</span>"**.\
|
||||
The Create Team page will open.
|
||||
2. Enter a Team Name and Team Slug, then click **"Save"**.
|
||||
|
||||
:::tip Team Name and Team Slug
|
||||
|
||||
The Team Name is a text name assigned to a Team, used in the Cloud Dashboard. The Team slug lies within the full URL
|
||||
`https://directus.cloud/TEAM-SLUG/projects`. These are purely organizational, allowing you to easily remember the Team
|
||||
and link to specific Cloud Dashboards. They do not impact Cloud Projects or billing and can be
|
||||
[updated at any time](#update-team-settings).
|
||||
|
||||
:::
|
||||
|
||||
## Update Team Settings
|
||||
|
||||

|
||||
|
||||
To update Team Settings:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Settings"** to enter the Team Settings page.
|
||||
3. Toggle <span mi icon prmry>edit</span> to allow edits.
|
||||
4. Edit Team Name and Team Slug as desired.
|
||||
5. Click the **"Save"** button.
|
||||
|
||||
## View Team Activity
|
||||
|
||||

|
||||
|
||||
The Team Activity Page displays billing information changes, created and destroyed Projects, Team Members added or
|
||||
removed, Team Name and Team Slug changes, and any other major Team-oriented activities. To view Team Activity:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Activity"**.
|
||||
|
||||
## Invite Team Members
|
||||
|
||||

|
||||
|
||||
All Team Members can invite new Members via email. Each invitee will be emailed a link to accept the invitation and join
|
||||
the Team. To invite Team Members:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Members"** to enter the Members Page.
|
||||
3. Scroll down to the Invite New Members section.
|
||||
4. Enter one or more email(s), comma separated.
|
||||
5. Click **"Send Invites."**
|
||||
|
||||
:::tip
|
||||
|
||||
Clicking the emailed invitation link does not automatically create an Account for you. Invitees will need to
|
||||
[create an Account](/user-guide/cloud/accounts#create-account-and-login) before accepting an invitation to join a Team.
|
||||
|
||||
:::
|
||||
|
||||
## Manage Team Members
|
||||
|
||||

|
||||
|
||||
All Team Members have the ability to remove other Members or invites from a Team. To remove Members or leave a Team
|
||||
yourself:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Members"** to enter the Members Page.
|
||||
3. Click the <span mi icon>exit_to_app</span> or <span mi icon>close</span> button on the desired Member.
|
||||
4. Click **"Confirm"**.
|
||||
|
||||
:::warning
|
||||
|
||||
If an Account leaves or is removed from a Team, it will be fully "locked out" of the Team until re-invited by another
|
||||
Member.
|
||||
|
||||
:::
|
||||
|
||||
## Destroy a Team
|
||||
|
||||

|
||||
|
||||
To destroy a Team:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select the desired Team.
|
||||
2. Click **"Settings"** to enter the Team Settings Page.
|
||||
3. Scroll down to the "Destroy this Team" section.
|
||||
4. Toggle <span mi icon dngr>local_fire_department</span> and an input box will appear.
|
||||
5. Type the Team Name into the input box.
|
||||
6. Click **"Destroy Team"**.
|
||||
|
||||
:::danger
|
||||
|
||||
Destroying a Team completely removes all its data from Directus Cloud. This action is permanent and irreversible.
|
||||
Proceed with caution!
|
||||
|
||||
:::
|
||||
|
||||
:::tip Teams with Active Projects
|
||||
|
||||
To delete a Team, you must first delete any active Projects within it.
|
||||
|
||||
:::
|
||||
@@ -149,65 +149,3 @@ When a file is replaced, its existing info and all relationships are kept.
|
||||
- Click the popup area to manually select a file from your device.
|
||||
- Click <span mi icon>more_vert</span> in the popover and choose **"Import from URL"**.
|
||||
|
||||
## Folders
|
||||
|
||||
Folders provide the organization system for Files.
|
||||
|
||||

|
||||
|
||||
They can be named, renamed, and nested as sub-folders anywhere in the Folder hierarchy. Once a Folder is selected from
|
||||
the Navigation Bar, File Listing Page opens. The File Listing Page displays all Files within a Folder. It also enables
|
||||
all other features and functionalities from the [Collections Page](/app/content/collections) such as batch editing,
|
||||
batch deleting, sorting, filtering, searching, etc. Folders can also be managed
|
||||
[programmatically via the API](/reference/system/folders).
|
||||
|
||||
## Create a Folder
|
||||
|
||||
<video alt="Create a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/file-library-20220305A/create-a-folder-20220305A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, click on the <span mi btn sec>create_new_folder</span> button located in the Header.
|
||||
2. Fill in a Folder name as desired.
|
||||
3. Click **"Save"**.
|
||||
|
||||
## Rename a Folder
|
||||
|
||||
<video alt="Renaming a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/rename-a-folder-20220215A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, right-click on the Folder you wish to rename and select "Rename Folder".
|
||||
2. Update the Folder name as desired.
|
||||
3. Click **"Save"**.
|
||||
|
||||
## Move a Folder
|
||||
|
||||
<video alt="Moving a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/file-library-20220305A/move-a-folder20220305A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, right-click on the folder you wish to move and select **"Move to Folder"**. A popup will
|
||||
appear.
|
||||
2. Select a Folder to serve as the new Parent Folder.
|
||||
3. Click **"Save"**.
|
||||
|
||||
## Delete a Folder
|
||||
|
||||
<video alt="Deleting a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/delete-a-folder-20220215A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, right-click on the Folder you wish to delete and select **"Delete Folder"**.
|
||||
2. Click **"Delete"**.
|
||||
|
||||
::: tip
|
||||
|
||||
When you delete a Folder, any nested Files and Folders will be moved one level up.
|
||||
|
||||
:::
|
||||
|
||||
## More Help
|
||||
|
||||
Looking for technical support for your non-enterprise project? Chat with thousands of engineers within our growing
|
||||
[Community on Discord](https://discord.com/invite/directus)
|
||||
67
docs/user-guide/file-library/folders.md
Normal file
67
docs/user-guide/file-library/folders.md
Normal file
@@ -0,0 +1,67 @@
|
||||
---
|
||||
description: Folders provide the organization system for Files.
|
||||
readTime: 1 min read
|
||||
---
|
||||
|
||||
# Folders
|
||||
|
||||
> Folders provide the organization system for Files.
|
||||
|
||||

|
||||
|
||||
They can be named, renamed, and nested as sub-folders anywhere in the Folder hierarchy. Once a Folder is selected from
|
||||
the Navigation Bar, File Listing Page opens. The File Listing Page displays all Files within a Folder. It also enables
|
||||
all other features and functionalities from the [Collections Page](/app/content/collections) such as batch editing,
|
||||
batch deleting, sorting, filtering, searching, etc. Folders can also be managed
|
||||
[programmatically via the API](/reference/system/folders).
|
||||
|
||||
## Create a Folder
|
||||
|
||||
<video alt="Create a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/file-library-20220305A/create-a-folder-20220305A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, click on the <span mi btn sec>create_new_folder</span> button located in the Header.
|
||||
2. Fill in a Folder name as desired.
|
||||
3. Click **"Save"**.
|
||||
|
||||
## Rename a Folder
|
||||
|
||||
<video alt="Renaming a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/rename-a-folder-20220215A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, right-click on the Folder you wish to rename and select "Rename Folder".
|
||||
2. Update the Folder name as desired.
|
||||
3. Click **"Save"**.
|
||||
|
||||
## Move a Folder
|
||||
|
||||
<video alt="Moving a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/file-library-20220305A/move-a-folder20220305A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, right-click on the folder you wish to move and select **"Move to Folder"**. A popup will
|
||||
appear.
|
||||
2. Select a Folder to serve as the new Parent Folder.
|
||||
3. Click **"Save"**.
|
||||
|
||||
## Delete a Folder
|
||||
|
||||
<video alt="Deleting a Folder" loop muted controls autoplay playsinline>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/file-library/delete-a-folder-20220215A.mp4" type="video/mp4">
|
||||
</video>
|
||||
|
||||
1. From the **File Library**, right-click on the Folder you wish to delete and select **"Delete Folder"**.
|
||||
2. Click **"Delete"**.
|
||||
|
||||
::: tip
|
||||
|
||||
When you delete a Folder, any nested Files and Folders will be moved one level up.
|
||||
|
||||
:::
|
||||
|
||||
## More Help
|
||||
|
||||
Looking for technical support for your non-enterprise project? Chat with thousands of engineers within our growing
|
||||
[Community on Discord](https://discord.com/invite/directus)
|
||||
15
docs/user-guide/index.md
Normal file
15
docs/user-guide/index.md
Normal file
@@ -0,0 +1,15 @@
|
||||
---
|
||||
description: Learn the terms and concepts you need to know about Headless CMS.
|
||||
tags: []
|
||||
skill_level:
|
||||
directus_version:
|
||||
author_override:
|
||||
author: Esther Agbaje
|
||||
---
|
||||
|
||||
# Headless CMS Concepts
|
||||
|
||||
> {{ $frontmatter.description }}
|
||||
|
||||
If you’re new to using a Headless CMS, it can be hard to wrap your head around the terminology at first. Here’s some
|
||||
helpful definitions of terms you’ll likely see again.
|
||||
88
docs/user-guide/insights/charts.md
Normal file
88
docs/user-guide/insights/charts.md
Normal file
@@ -0,0 +1,88 @@
|
||||
---
|
||||
description: Insights is a Module in Directus that allows rapid, no-code build-out of analytics dashboards.
|
||||
readTime: 9 min read
|
||||
---
|
||||
|
||||
# Charts
|
||||
|
||||
> Insights is a Module in Directus that allows rapid, no-code build-out of analytics dashboards. Regardless of your
|
||||
> use-case _(be it business intelligence, user progress tracking, web traffic conversions, or whatever!)_ you will be
|
||||
> able to setup key data metrics in just a few clicks.
|
||||
|
||||
<video autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/insights/insights-20220216A/insights-dashboards-20220216A.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
## Bar Chart
|
||||
|
||||

|
||||
|
||||
The Bar Chart Panel allows you to build vertical and horizontal bar charts from data held in collections.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **Horizontal** - If enabled, the bars will be horizontal (originating from the y-axis).
|
||||
- **X-Axis** - The Field presented on the x-axis.
|
||||
- **Y-Axis** - The Field presented on the y-axis.
|
||||
- **Value Decimals** – Changes the number of decimals displayed on both axes.
|
||||
- **Color** – Sets the default color of your bars.
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Conditional Styles** – Changes color of bar if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
|
||||
## Line Chart
|
||||
|
||||

|
||||
|
||||
The Line Chart Panel allows you to build line charts from data held in collections, and are often used for time-series
|
||||
data.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **X-Axis** - The Field presented on the x-axis.
|
||||
- **Y-Axis** - The Field presented on the y-axis.
|
||||
- **Group Aggregation** – Selects the type of aggregation to perform. If you may only select a Field to be presented on
|
||||
the x-axis. [Learn more](#more-on-aggregate-functions).
|
||||
- **Function** – Selects the type of aggregate to perform.
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Value Decimals** – Changes the number of decimals displayed on both axes.
|
||||
- **Color** – Sets the default color of your line.
|
||||
- **Show Axis Labels** - Selects if and on which axis labels are shown.
|
||||
- **Show Tooltip Marker** - If enabled, shows data when a data point is hovered over.
|
||||
- **Curve Type** - Selects the style of the curve - smooth, straight, or stepped.
|
||||
- **Conditional Styles** – Changes color of line if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
|
||||
## Meter
|
||||
|
||||

|
||||
|
||||
The Meter Panel takes a maximum value and allows you to show a completion percentage given a second value.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **Field** – Selects the Field to run aggregate function on.
|
||||
- **Function** – Selects the type of aggregate to perform.
|
||||
- **Maximum** - Sets the maximum value (100% of the meter).
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Size** - Sets dial to be a full circle or a half circle.
|
||||
- **Stroke Width** - Sets thickness of the meter dial line.
|
||||
- **Color** – Sets the default color of your dial.
|
||||
- **Rounded Stroke** - If enabled, changes the cap style to rounded.
|
||||
- **Conditional Styles** – Changes color of meter if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
|
||||
## Pie or Donut Chart
|
||||
|
||||

|
||||
|
||||
The Pie and Donut Charts allow you to create segmented charts based on your data.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **Field** – Selects the Field to run aggregate function on.
|
||||
- **Function** – Selects the type of aggregate to perform.
|
||||
- **Donut** - If enabled, a circle is cut out of the center of the chart.
|
||||
- **Show Labels** - If enabled, the percentage value is shown in each segment.
|
||||
- **Show Legend** - Selects if and where the legend is shown - none, right, or bottom.
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Value Decimals** – Changes the number of decimals displayed in the chart segments.
|
||||
- **Color** – Sets the default base color of your first segment. Other segments will be variations of this default.
|
||||
- **Conditional Styles** – Changes color of segment if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
55
docs/user-guide/insights/dashboards.md
Normal file
55
docs/user-guide/insights/dashboards.md
Normal file
@@ -0,0 +1,55 @@
|
||||
---
|
||||
description: Insights is a Module in Directus that allows rapid, no-code build-out of analytics dashboards.
|
||||
readTime: 9 min read
|
||||
---
|
||||
|
||||
# Dashboards
|
||||
|
||||
> Insights is a Module in Directus that allows rapid, no-code build-out of analytics dashboards. Regardless of your
|
||||
> use-case _(be it business intelligence, user progress tracking, web traffic conversions, or whatever!)_ you will be
|
||||
> able to setup key data metrics in just a few clicks.
|
||||
|
||||
<video autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/insights/insights-20220216A/insights-dashboards-20220216A.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
## How it Works
|
||||
|
||||
<video autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/insights/insights-20220216A/insights-how-it-works-20220216A_1.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
First, create a Dashboard, then fill the Dashboard with Panels.
|
||||
|
||||
1. Click the "Create Dashboard" action button <span mi btn >add</span> in the page header.
|
||||
2. Fill in the dashboard name, icon and note.
|
||||
3. Click "Save".
|
||||
4. Click the edit icon in the page header.
|
||||
5. Hit the "Create Panel" <span mi btn >add</span> in the page header.
|
||||
6. Select a Panel type. [Learn More about panel types](#panels-overview).
|
||||
7. Adjust the Panel Options to customize the analytics metric.
|
||||
8. Click <span mi btn>check</span> in the drawer header to create the panel.
|
||||
9. Click <span mi btn>check</span> in the page header to confirm all edits.
|
||||
|
||||
## Dashboards Overview
|
||||
|
||||

|
||||
|
||||
Each Directus Dashboard provides a drag-and-drop canvas where you can create and arrange different Panels to easily
|
||||
build out customized analytics. The Dashboard area automatically expands as you add more and more Panels. In theory, a
|
||||
Dashboard area can expand infinitely large... but in practice, users will probably only want to build Dashboards as
|
||||
large as the screen they will be viewing on. You are able to create as many Dashboards as you need. Additionally, the
|
||||
Dashboard view, edit, and create permissions are [fully configurable](/app/users-roles-permissions) by User Role.
|
||||
|
||||
:::tip Auto Refresh
|
||||
|
||||
The Auto Refresh menu in the [Sidebar](/app/overview#_4-sidebar) lets you select an interval to refresh dashboard data.
|
||||
|
||||
:::
|
||||
|
||||
## Create, Edit, and Delete Dashboards
|
||||
|
||||

|
||||
|
||||
1. Click the <span mi btn >add</span> icon in the page header to create a new Dashboard.
|
||||
2. Click the item option to edit or delete a Dashboard.
|
||||
@@ -3,7 +3,7 @@ description: Insights is a Module in Directus that allows rapid, no-code build-o
|
||||
readTime: 9 min read
|
||||
---
|
||||
|
||||
# Insights
|
||||
# Panels
|
||||
|
||||
> Insights is a Module in Directus that allows rapid, no-code build-out of analytics dashboards. Regardless of your
|
||||
> use-case _(be it business intelligence, user progress tracking, web traffic conversions, or whatever!)_ you will be
|
||||
@@ -13,47 +13,6 @@ readTime: 9 min read
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/insights/insights-20220216A/insights-dashboards-20220216A.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
## How it Works
|
||||
|
||||
<video autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/app-guide/insights/insights-20220216A/insights-how-it-works-20220216A_1.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
First, create a Dashboard, then fill the Dashboard with Panels.
|
||||
|
||||
1. Click the "Create Dashboard" action button <span mi btn >add</span> in the page header.
|
||||
2. Fill in the dashboard name, icon and note.
|
||||
3. Click "Save".
|
||||
4. Click the edit icon in the page header.
|
||||
5. Hit the "Create Panel" <span mi btn >add</span> in the page header.
|
||||
6. Select a Panel type. [Learn More about panel types](#panels-overview).
|
||||
7. Adjust the Panel Options to customize the analytics metric.
|
||||
8. Click <span mi btn>check</span> in the drawer header to create the panel.
|
||||
9. Click <span mi btn>check</span> in the page header to confirm all edits.
|
||||
|
||||
## Dashboards Overview
|
||||
|
||||

|
||||
|
||||
Each Directus Dashboard provides a drag-and-drop canvas where you can create and arrange different Panels to easily
|
||||
build out customized analytics. The Dashboard area automatically expands as you add more and more Panels. In theory, a
|
||||
Dashboard area can expand infinitely large... but in practice, users will probably only want to build Dashboards as
|
||||
large as the screen they will be viewing on. You are able to create as many Dashboards as you need. Additionally, the
|
||||
Dashboard view, edit, and create permissions are [fully configurable](/app/users-roles-permissions) by User Role.
|
||||
|
||||
:::tip Auto Refresh
|
||||
|
||||
The Auto Refresh menu in the [Sidebar](/app/overview#_4-sidebar) lets you select an interval to refresh dashboard data.
|
||||
|
||||
:::
|
||||
|
||||
## Create, Edit, and Delete Dashboards
|
||||
|
||||

|
||||
|
||||
1. Click the <span mi btn >add</span> icon in the page header to create a new Dashboard.
|
||||
2. Click the item option to edit or delete a Dashboard.
|
||||
|
||||
## Panels Overview
|
||||
|
||||

|
||||
@@ -256,77 +215,3 @@ Your variable's data type will need to be a valid match to wherever you are usin
|
||||
or JSON variable in a place that requires Datetime data.
|
||||
|
||||
:::
|
||||
|
||||
## Bar Chart
|
||||
|
||||

|
||||
|
||||
The Bar Chart Panel allows you to build vertical and horizontal bar charts from data held in collections.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **Horizontal** - If enabled, the bars will be horizontal (originating from the y-axis).
|
||||
- **X-Axis** - The Field presented on the x-axis.
|
||||
- **Y-Axis** - The Field presented on the y-axis.
|
||||
- **Value Decimals** – Changes the number of decimals displayed on both axes.
|
||||
- **Color** – Sets the default color of your bars.
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Conditional Styles** – Changes color of bar if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
|
||||
## Line Chart
|
||||
|
||||

|
||||
|
||||
The Line Chart Panel allows you to build line charts from data held in collections, and are often used for time-series
|
||||
data.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **X-Axis** - The Field presented on the x-axis.
|
||||
- **Y-Axis** - The Field presented on the y-axis.
|
||||
- **Group Aggregation** – Selects the type of aggregation to perform. If you may only select a Field to be presented on
|
||||
the x-axis. [Learn more](#more-on-aggregate-functions).
|
||||
- **Function** – Selects the type of aggregate to perform.
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Value Decimals** – Changes the number of decimals displayed on both axes.
|
||||
- **Color** – Sets the default color of your line.
|
||||
- **Show Axis Labels** - Selects if and on which axis labels are shown.
|
||||
- **Show Tooltip Marker** - If enabled, shows data when a data point is hovered over.
|
||||
- **Curve Type** - Selects the style of the curve - smooth, straight, or stepped.
|
||||
- **Conditional Styles** – Changes color of line if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
|
||||
## Meter
|
||||
|
||||

|
||||
|
||||
The Meter Panel takes a maximum value and allows you to show a completion percentage given a second value.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **Field** – Selects the Field to run aggregate function on.
|
||||
- **Function** – Selects the type of aggregate to perform.
|
||||
- **Maximum** - Sets the maximum value (100% of the meter).
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Size** - Sets dial to be a full circle or a half circle.
|
||||
- **Stroke Width** - Sets thickness of the meter dial line.
|
||||
- **Color** – Sets the default color of your dial.
|
||||
- **Rounded Stroke** - If enabled, changes the cap style to rounded.
|
||||
- **Conditional Styles** – Changes color of meter if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
|
||||
## Pie or Donut Chart
|
||||
|
||||

|
||||
|
||||
The Pie and Donut Charts allow you to create segmented charts based on your data.
|
||||
|
||||
- **Collection** – Selects the Collection you want to analyze.
|
||||
- **Field** – Selects the Field to run aggregate function on.
|
||||
- **Function** – Selects the type of aggregate to perform.
|
||||
- **Donut** - If enabled, a circle is cut out of the center of the chart.
|
||||
- **Show Labels** - If enabled, the percentage value is shown in each segment.
|
||||
- **Show Legend** - Selects if and where the legend is shown - none, right, or bottom.
|
||||
- **Filter** – Allows filtering of Items considered for analysis based on logical conditions.
|
||||
- **Value Decimals** – Changes the number of decimals displayed in the chart segments.
|
||||
- **Color** – Sets the default base color of your first segment. Other segments will be variations of this default.
|
||||
- **Conditional Styles** – Changes color of segment if its value is `>`, `>=`, `<`, `<=`, `==`, or `!=` to some defined
|
||||
value.
|
||||
66
docs/user-guide/overview/data-studio-app.md
Normal file
66
docs/user-guide/overview/data-studio-app.md
Normal file
@@ -0,0 +1,66 @@
|
||||
---
|
||||
description: An introduction to the Directus studio app and it's components.
|
||||
readTime: 3 min read
|
||||
---
|
||||
|
||||
# Data Studio App
|
||||
|
||||
> The App is a no-code presentation layer for your data, content, and assets. It uses an intuitive left-to-right visual
|
||||
> hierarchy for general organization and navigation.
|
||||
|
||||
The Directus Studio App provides users with a user-friendly and intuitive interface that allows for the seamless
|
||||
creation and management of collections, definition of relationships, and control over access permissions.
|
||||
|
||||
The App also enables users to create flows and dashboards for internal applications.
|
||||
|
||||
<img src="https://cdn.directus.io/docs/v9/app-guide/overview/app-overview-20220810A.svg" alt="Directus Application Overview" class="no-shadow" />
|
||||
|
||||
## 1. Module Bar
|
||||
|
||||
The leftmost section of the App is the module bar, which includes the:
|
||||
|
||||
- **Project Logo** — Displays your configured project logo and project color (defaults to the Directus logo and color).
|
||||
If configured, clicking this component will navigate to the Project URL. During platform activity, an indeterminate
|
||||
progress indicator will also be shown here.
|
||||
- **Module Navigation** — Allows navigating between the different modules your user has access to. Customizing the
|
||||
Module Navigation is done within the [Project Settings](/app/settings), but the default module list includes:
|
||||
- [Content](/app/content/collections) — The primary way to view and interact with database content
|
||||
- [User Directory](/app/user-directory) — A dedicated section for the platform's system Users
|
||||
- [File Library](/app/file-library) — An aggregate of all files uploaded and managed within the platform
|
||||
- [Insights](/app/insights) — Access to infinitely customizable data dashboards
|
||||
- [App Guide](/app/overview) — A tailored, in-app portal for the platform's concepts, guides, and reference
|
||||
- [Settings](/app/settings) — An admin-only section for configuring the project and system settings
|
||||
- **Notifications** - Opens a drawer of notifications, such as from [mentions](/app/content/items#mentions).
|
||||
- **Current User Menu** — This component displays the authenticated user's name and avatar.
|
||||
- Sign Out — Hovering over the User Menu exposes the button to log out of the platform.
|
||||
|
||||
## 2. Navigation Bar
|
||||
|
||||
The navigation bar is based on the current module, and includes:
|
||||
|
||||
- **Project Name** — Shows an icon and tooltip indicating the API's connection strength, and the name of your current
|
||||
project, which can be configured under [Project Settings](/app/settings).
|
||||
- **Navigation** — This is a dynamic navigation based on your current module. Some modules also support
|
||||
[Bookmark Presets](/getting-started/glossary#presets), which are a customizable links to specific data-sets.
|
||||
|
||||
## 3. Page
|
||||
|
||||
This is where the current page's content is shown, including:
|
||||
|
||||
- **Header** — A fixed section at the top of each page, the header includes:
|
||||
- Page Icon — Clicking this navigates back to the previous page.
|
||||
- Module Name — Clicking this navigates to the parent module/section.
|
||||
- Page Title — Displays dynamic title of the current page.
|
||||
- Action Buttons — Right-aligned contextual buttons for specific page actions.
|
||||
- **Page Content** — This displays the content of the page you navigated to.
|
||||
|
||||
## 4. Sidebar
|
||||
|
||||
The sidebar provides additional context and options for the current page, including:
|
||||
|
||||
- **Page Components** — Lists any contextual page components available. The "Info" component is available on every page,
|
||||
explaining the page's general purpose and relevant details. Clicking any sidebar component will accordion it open. If
|
||||
the App window is large enough, the sidebar will automatically open, and can be closed by clicking the "X" in the
|
||||
top-right.
|
||||
- **Notifications Tray** — Fixed to the bottom of the page sidebar, this button opens a tray of recent user
|
||||
notifications, and provides a link to your Activity Log page.
|
||||
105
docs/user-guide/overview/quickstart.md
Normal file
105
docs/user-guide/overview/quickstart.md
Normal file
@@ -0,0 +1,105 @@
|
||||
---
|
||||
description:
|
||||
Get up and running with Directus Cloud in minutes. Learn the basics of building your data model and managing
|
||||
permissions.
|
||||
readTime: 7 min read
|
||||
---
|
||||
|
||||
# Quickstart Guide
|
||||
|
||||
> This quickstart guide is designed to get you up and running with a Directus Cloud Project in a snap. Along the way,
|
||||
> you will better understand what Directus is, setup your free Directus Cloud Account, get a _hands-on introduction_ to
|
||||
> the App and API, and find more resources to deep-dive into.
|
||||
|
||||
## 1. Create Cloud Account and Login
|
||||
|
||||
First, you'll need to create an Account and log in on [Directus Cloud](https://directus.cloud/login).
|
||||
|
||||
Your Directus Cloud Account allows you to create and manage any number of Projects. We've made life easier by giving you
|
||||
the option to create and log in to your free Cloud Account automatically with GitHub. If you don't have a GitHub account
|
||||
or prefer not to use this login method, email-and-password login is available as well.
|
||||
|
||||
The very first time you log in to your Cloud Account, you will be prompted to create a Team. Teams are totally free to
|
||||
create. Each Directus Cloud Project exists within the scope of one Team. They allow you to organize Team Members,
|
||||
Projects and Project Billing as desired.
|
||||
|
||||
Once your Team is created, it's time to create your Directus Cloud Project!
|
||||
|
||||
## 2. Create and Access Project
|
||||
|
||||
To create a Project, follow the steps below:
|
||||
|
||||
1. Open the Team Menu in the Dashboard Header and select or create the desired Team.
|
||||
2. Navigate to **"Projects"** and click **"Create Project"**.
|
||||
3. Set the Project Name and tier.
|
||||
4. Scroll to the bottom of the screen and choose the **"Empty Project"** Starting Template.\
|
||||
Note: The **"Demo Project"** adds in dummy data for in-depth feature demonstrations.
|
||||
5. Click **"Create Project"**.
|
||||
|
||||
_It should take around 90 seconds for the Cloud Project to build out. During this time, a link will be sent to the email
|
||||
associated with your Cloud Account. The email will contain your Project URL as well as an email and password to login.
|
||||
If you used GitHub to create your account, this will be your GitHub email. Once the build is complete, it's time log
|
||||
in!_
|
||||
|
||||
7. You can access a Project from within the Cloud Dashboard or type the URL into your browser.
|
||||
8. Log in with your username and password from the email.
|
||||
|
||||
:::tip Check All Inbox Folders
|
||||
|
||||
Due to the algorithms used by some email providers, it is possible the email containing your Project login information
|
||||
will end up in another folder like "Social" or "Promotions".
|
||||
|
||||
:::
|
||||
|
||||
## 3. Create a Collection
|
||||
|
||||
Once logged in, you're greeted with the option to create your first [Collection](/getting-started/glossary#collections).
|
||||
|
||||
1. Navigate into the Content Module.
|
||||
2. Click **"Create Collection"** and a side menu will appear.
|
||||
3. Fill in a **Name**.\
|
||||
For the sake of this demo, we'll call ours `articles`, but feel free to make it your own!
|
||||
4. Leave the other options at default. Click <span mi btn>arrow_forward</span> and the **"Optional System Fields"** menu
|
||||
will open.\
|
||||
Keep the values in this menu at the default, toggled off, for now. You can adjust them later.
|
||||
5. Click <span mi btn>check</span> in the menu header.
|
||||
|
||||
:::tip Learn More About Collections
|
||||
|
||||
- [The Content Module](/app/content)
|
||||
- [Create and Manage a Collection](/app/data-model/collections)
|
||||
- [Build Relationships Between Collections](/app/data-model/relationships)
|
||||
|
||||
:::
|
||||
|
||||
## 4. Create a Field
|
||||
|
||||
With your first Collection created, it's time to start adding some [Fields](/getting-started/glossary#fields).
|
||||
|
||||
1. Navigate to **Settings Module > Data Model > `Collection-Name`**.
|
||||
2. Click the **"Create Field"** button and select the **"Input"** Field type.
|
||||
3. Fill in a Field name under **Key**. We'll be calling our Field `title`.\
|
||||
Directus offers powerful Field customization options, but let's stick to the defaults for now.
|
||||
4. Select **"Save"**.
|
||||
|
||||
::: tip Learn More About Fields
|
||||
|
||||
- [Create and Manage Fields in the App](/app/data-model)
|
||||
|
||||
:::
|
||||
|
||||
## 5. Create an Item
|
||||
|
||||
Now that we have a Collection with a Field configured, it's time to add an [Item](/getting-started/glossary#).
|
||||
|
||||
1. Navigate to the Content Module.
|
||||
2. Click <span mi btn>add</span> in the page header to open the Item Page.
|
||||
3. Fill in the Field Value(s) as desired.
|
||||
4. Click <span mi btn>check</span> in the top-right to save your Item.
|
||||
|
||||
:::tip Learn More About Items
|
||||
|
||||
- [The Content Module](/app/content)
|
||||
- [The Item Page](/app/content/items)
|
||||
|
||||
:::
|
||||
97
docs/user-guide/settings/presets-bookmarks.md
Normal file
97
docs/user-guide/settings/presets-bookmarks.md
Normal file
@@ -0,0 +1,97 @@
|
||||
---
|
||||
description:
|
||||
Presets store the state of a Collection Page. They can be used to set layout defaults or define bookmarks to specific
|
||||
datasets.
|
||||
readTime: 3 min read
|
||||
---
|
||||
|
||||
# Presets
|
||||
|
||||
> Presets are items which store the state of a Collection Page. This allows you to set layout defaults or define
|
||||
> bookmarks to specific datasets.
|
||||
|
||||
:::tip Before You Begin
|
||||
|
||||
We recommend you read through the [Quickstart Guide](/getting-started/quickstart) to get an overview of the platform
|
||||
first, then see our guide on the [Collection Page](/app/content/collections) so you're familiar with its features and
|
||||
functionalities.
|
||||
|
||||
:::
|
||||
|
||||
:::tip Learn More
|
||||
|
||||
To manage Presets and Bookmarks programmatically, see our [API guide on Presets](/reference/system/presets).
|
||||
|
||||
:::
|
||||
|
||||
Remember, a [Collection Page](/app/content/collections) enables you to customize how its items are presented. That is,
|
||||
it lets you sort, search, or filter items and even change [Layouts](/app/layouts). In some cases, you may need to apply
|
||||
the same display adjustments again and again. Presets save these adjustments, like a snapshot. You can create presets
|
||||
for all project collections, as well as `directus_activity`, `directus_files` and `directus_users`.
|
||||
|
||||
Admins can access and manage all presets under **Settings > Presets and Bookmarks**.
|
||||
|
||||
## Create a Preset
|
||||
|
||||
<video title="Create a Preset" autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/configuration/presets-bookmarks/presets-bookmarks-20220819/create-a-preset-20220819B.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
There are two types or presets, Defaults and Bookmarks.
|
||||
|
||||
A _Default_ determines how a user will initially view a Collection Page. When a user makes adjustments to a given
|
||||
Collection Page, these are automatically saved as the Default, so the adjustments remain even if the user navigates away
|
||||
and then returns.
|
||||
|
||||
A _Bookmark_ creates another custom display of the Collection Page, which can be accessed any time on the
|
||||
[Navigation Bar](/app/overview#_2-navigation-bar). Users can also
|
||||
[create a Bookmark](/app/content/collections#create-a-bookmark) for personal use from within the Content Module.
|
||||
|
||||
The method to create a preset shown here is for Admin use only. For Administrators, the process to create either a
|
||||
Default or a Bookmark is almost exactly the same. The key difference is that if you set a value for **Name**, the preset
|
||||
becomes a Bookmark. If **Name** is left blank, the preset will be a Default. To create a preset, follow these steps.
|
||||
|
||||
1. Navigate to **Settings > Presets & Bookmarks**.
|
||||
2. Click <span mi btn>add</span> in the header.
|
||||
3. Configure your preset item's values as desired:
|
||||
- **Collection** — Sets the collection this preset will apply to. Notice the layout preview below, which populates
|
||||
with live data from the selected collection.
|
||||
- **Scope** — Defines which users have access to this preset.
|
||||
- **Layout** — Selects a Layout for the preset, which is adjusted from the Sidebar.
|
||||
- **Name** — Sets a name, which determines if the preset is a Default or Bookmark. Note that this field supports
|
||||
[Translation Strings](/app/translation-strings).
|
||||
4. Scroll down to the **Layout Preview** section and make any other adjustments or configurations as desired. Each
|
||||
preset saves all of the information needed to recreate this Layout Preview, just as it is shown.
|
||||
5. Click <span mi btn>check</span> to confirm.
|
||||
|
||||
:::tip Preset Priority
|
||||
|
||||
Multiple Defaults can be created for the same Collection Page for the same user. When this happens, the preset priority
|
||||
is: User, then Role, then Global.
|
||||
|
||||
:::
|
||||
|
||||
## Edit a Preset
|
||||
|
||||
<video title="Edit a Preset" autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/configuration/presets-bookmarks/presets-bookmarks-20220819/edit-a-preset-20220819A.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
1. Navigate to **Settings > Presets & Bookmarks > [preset]**.
|
||||
2. Reconfigure your preset as desired.
|
||||
3. Click <span mi btn>check</span> to confirm.
|
||||
|
||||
## Delete a Preset
|
||||
|
||||
<video title="Delete a Preset" autoplay playsinline muted loop controls>
|
||||
<source src="https://cdn.directus.io/docs/v9/configuration/presets-bookmarks/presets-bookmarks-20220819/delete-a-preset-20220819A.mp4" type="video/mp4" />
|
||||
</video>
|
||||
|
||||
1. Navigate to **Settings > Presets & Bookmarks > [preset]**.
|
||||
2. Click <span mi btn dngr>delete</span> in the page header and a popup will appear. Click **Confirm**.
|
||||
|
||||
::: danger Irreversible Change
|
||||
|
||||
This action is permanent and cannot be undone. Please proceed with caution.
|
||||
|
||||
:::
|
||||
Reference in New Issue
Block a user