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Plugin SDK > Customize record presentation

Customize record presentation

While the DatoCMS interface does offer basic controls for specifying which fields of a model should be used as the record title and "image preview" within the interface, you may encounter scenarios where you need more advanced control over the presentation of your content.

To address this, you can use the buildItemPresentationInfo hook, which enables you to customize the presentation of your records according to your specific needs. This level of flexibility empowers you to create a unique and tailored user experience that aligns with your goals.

The buildItemPresentationInfo hook can be used in numerous ways. For example, you can:

  • Combine multiple fields to present a record;

  • Generate a preview image on the fly;

  • Perform asynchronous API requests to third parties to compose the presentation.

These are just a few examples of what you can do with the buildItemPresentationInfo hook. The possibilities are limitless, and you can use this hook to create the exact presentation you need.

The buildItemPresentationInfo hook is called every time a record needs to be presented, and it can return an object with title and imageUrl attributes, or undefined, if the plugin does not want to interfere with the default presentation:

import { connect, Item, BuildItemPresentationInfoCtx } from "datocms-plugin-sdk";
connect({
async buildItemPresentationInfo(item: Item, ctx: BuildItemPresentationInfoCtx) {
return {
title: '',
imageUrl: '',
}
},
});
imageUrl can also be a Data URL

While the imageUrl attribute normally is a normal URL starting with https://, you can also pass a Data URL. Data URLs can be useful to generate an image on-the-fly in JavaScript (for example, using canvases).

A basic example

Suppose that one of the models in a DatoCMS project is used to represent products in a ecommerce frontend, and that each product record in DatoCMS is linked to a particular Shopify product via its handle.

Shopify holds information like inventory availability, prices and variant images. We don't want to replicate the same information in DatoCMS, but it would be nice to show them inside the DatoCMS interface.

Since the buildItemPresentationInfo hook can be an async function, we can easily make a fetch call to the Shopify Storefront API and use this information:

import { connect, Item, OnBootCtx } from "datocms-plugin-sdk";
type ProductRecord = Item & {
attributes: {
shopify_product_handle: string;
}
}
function isProductRecord(item: Item, ctx: OnBootCtx): item is ProductRecord {
return ctx.itemTypes[item.relationships.item_type.data.id]?.attributes.api_key === 'product';
}
connect({
async buildItemPresentationInfo(item: Item, ctx: OnBootCtx) {
// we only want to tweak the presentation on product records
if (!isProductRecord(item, ctx)) {
return undefined;
}
const { title, imageUrl, availableForSale } = await fetchShopifyProduct(
item.attributes.shopify_product_handle,
ctx.plugin,
);
return {
title: `${title} (${availableForSale ? '🛍️' : '🚫'})`,
imageUrl,
}
},
});

To perform the actual API call to Shopify, we need an API token and the Shopify store domain. Both can be specified by the final user by adding some settings to the plugin.

The final fetchShopifyProduct function:

import { Plugin } from "datocms-plugin-sdk";
type PluginParameters = {
shopifyDomain: string;
shopifyAccessToken: string;
}
async function fetchShopifyProduct(handle: string, plugin: Plugin) {
const parameters = plugin.attributes.parameters as PluginParameters;
const res = await fetch(
`https://${parameters.shopifyDomain}.myshopify.com/api/graphql`,
{
method: 'POST',
headers: {
'Content-Type': 'application/json',
'X-Shopify-Storefront-Access-Token': `${parameters.shopifyAccessToken}`,
},
body: JSON.stringify({
query: `query getProduct($handle: String!) {
product: productByHandle(handle: $handle) {
title
availableForSale
images(first: 1) {
edges {
node {
src: transformedSrc(crop: CENTER, maxWidth: 200, maxHeight: 200)
}
}
}
}
}`,
variables: { handle },
}),
},
);
const body = await res.json();
return {
title: body.data.product.title,
availableForSale: body.data.product.availableForSale,
imageUrl: body.data.product.images.edges[0].node.src,
};
}

buildItemPresentationInfo(item: Item, ctx)

Use this function to customize the presentation of a record in records collections and "Single link" or "Multiple links" field.

Return value

The function must return: MaybePromise<ItemPresentationInfo | undefined>.

Context object

The following properties and methods are available in the ctx argument:

Every hook available in the Plugin SDK shares the same minumum set of properties and methods.

Information about the current user using the CMS.

The current DatoCMS user. It can either be the owner or one of the collaborators (regular or SSO).

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The role for the current DatoCMS user.

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The access token to perform API calls on behalf of the current user. Only available if currentUserAccessToken additional permission is granted.

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These methods can be used to open custom dialogs/confirmation panels.

Opens a custom modal. Returns a promise resolved with what the modal itself returns calling the resolve() function.

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const result = await ctx.openModal({
id: 'regular',
title: 'Custom title!',
width: 'l',
parameters: { foo: 'bar' },
});
if (result) {
ctx.notice(`Success! ${JSON.stringify(result)}`);
} else {
ctx.alert('Closed!');
}

Opens a UI-consistent confirmation dialog. Returns a promise resolved with the value of the choice made by the user.

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const result = await ctx.openConfirm({
title: 'Custom title',
content:
'Lorem Ipsum is simply dummy text of the printing and typesetting industry',
choices: [
{
label: 'Positive',
value: 'positive',
intent: 'positive',
},
{
label: 'Negative',
value: 'negative',
intent: 'negative',
},
],
cancel: {
label: 'Cancel',
value: false,
},
});
if (result) {
ctx.notice(`Success! ${result}`);
} else {
ctx.alert('Cancelled!');
}
These properties provide access to "entity repos", that is, the collection of resources of a particular type that have been loaded by the CMS up to this moment. The entity repos are objects, indexed by the ID of the entity itself.

All the models of the current DatoCMS project, indexed by ID.

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All the fields currently loaded for the current DatoCMS project, indexed by ID. If some fields you need are not present, use the loadItemTypeFields function to load them.

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All the fieldsets currently loaded for the current DatoCMS project, indexed by ID. If some fields you need are not present, use the loadItemTypeFieldsets function to load them.

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All the regular users currently loaded for the current DatoCMS project, indexed by ID. It will always contain the current user. If some users you need are not present, use the loadUsers function to load them.

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All the SSO users currently loaded for the current DatoCMS project, indexed by ID. It will always contain the current user. If some users you need are not present, use the loadSsoUsers function to load them.

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These methods let you open the standard DatoCMS dialogs needed to interact with records.

Opens a dialog for creating a new record. It returns a promise resolved with the newly created record or null if the user closes the dialog without creating anything.

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const itemTypeId = prompt('Please insert a model ID:');
const item = await ctx.createNewItem(itemTypeId);
if (item) {
ctx.notice(`Success! ${item.id}`);
} else {
ctx.alert('Closed!');
}

Opens a dialog for selecting one (or multiple) record(s) from a list of existing records of type itemTypeId. It returns a promise resolved with the selected record(s), or null if the user closes the dialog without choosing any record.

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const itemTypeId = prompt('Please insert a model ID:');
const items = await ctx.selectItem(itemTypeId, { multiple: true });
if (items) {
ctx.notice(`Success! ${items.map((i) => i.id).join(', ')}`);
} else {
ctx.alert('Closed!');
}

Opens a dialog for editing an existing record. It returns a promise resolved with the edited record, or null if the user closes the dialog without persisting any change.

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const itemId = prompt('Please insert a record ID:');
const item = await ctx.editItem(itemId);
if (item) {
ctx.notice(`Success! ${item.id}`);
} else {
ctx.alert('Closed!');
}
These methods can be used to asyncronously load additional information your plugin needs to work.

Loads all the fields for a specific model (or block). Fields will be returned and will also be available in the the fields property.

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const itemTypeId = prompt('Please insert a model ID:');
const fields = await ctx.loadItemTypeFields(itemTypeId);
ctx.notice(
`Success! ${fields
.map((field) => field.attributes.api_key)
.join(', ')}`,
);

Loads all the fieldsets for a specific model (or block). Fieldsets will be returned and will also be available in the the fieldsets property.

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const itemTypeId = prompt('Please insert a model ID:');
const fieldsets = await ctx.loadItemTypeFieldsets(itemTypeId);
ctx.notice(
`Success! ${fieldsets
.map((fieldset) => fieldset.attributes.title)
.join(', ')}`,
);

Loads all the fields in the project that are currently using the plugin for one of its manual field extensions.

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const fields = await ctx.loadFieldsUsingPlugin();
ctx.notice(
`Success! ${fields
.map((field) => field.attributes.api_key)
.join(', ')}`,
);

Loads all regular users. Users will be returned and will also be available in the the users property.

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const users = await ctx.loadUsers();
ctx.notice(`Success! ${users.map((user) => user.id).join(', ')}`);

Loads all SSO users. Users will be returned and will also be available in the the ssoUsers property.

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const users = await ctx.loadSsoUsers();
ctx.notice(`Success! ${users.map((user) => user.id).join(', ')}`);
These methods can be used to take the user to different pages.

Moves the user to another URL internal to the backend.

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await ctx.navigateTo('/');
Information about the current plugin. Useful to access the plugin's global configuration object.

The current plugin.

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The current DatoCMS project.

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The ID of the current environment.

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The account/organization that is the project owner.

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UI preferences of the current user (right now, only the preferred locale is available).

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An object containing the theme colors for the current DatoCMS project.

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These methods can be used to show UI-consistent toast notifications to the end-user.

Triggers an "error" toast displaying the selected message.

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const message = prompt(
'Please insert a message:',
'This is an alert message!',
);
await ctx.alert(message);

Triggers a "success" toast displaying the selected message.

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const message = prompt(
'Please insert a message:',
'This is a notice message!',
);
await ctx.notice(message);

Triggers a custom toast displaying the selected message (and optionally a CTA).

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const result = await ctx.customToast({
type: 'warning',
message: 'Just a sample warning notification!',
dismissOnPageChange: true,
dismissAfterTimeout: 5000,
cta: {
label: 'Execute call-to-action',
value: 'cta',
},
});
if (result === 'cta') {
ctx.notice(`Clicked CTA!`);
}
These methods can be used to update both plugin parameters and manual field extensions configuration.

Updates the plugin parameters.

Always check ctx.currentRole.meta.final_permissions.can_edit_schema before calling this, as the user might not have the permission to perform the operation.

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await ctx.updatePluginParameters({ debugMode: true });
await ctx.notice('Plugin parameters successfully updated!');

Performs changes in the appearance of a field. You can install/remove a manual field extension, or tweak their parameters. If multiple changes are passed, they will be applied sequencially.

Always check ctx.currentRole.meta.final_permissions.can_edit_schema before calling this, as the user might not have the permission to perform the operation.

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const fields = await ctx.loadFieldsUsingPlugin();
if (fields.length === 0) {
ctx.alert('No field is using this plugin as a manual extension!');
return;
}
for (const field of fields) {
const { appearance } = field.attributes;
const operations = [];
if (appearance.editor === ctx.plugin.id) {
operations.push({
operation: 'updateEditor',
newParameters: {
...appearance.parameters,
foo: 'bar',
},
});
}
appearance.addons.forEach((addon, i) => {
if (addon.id !== ctx.plugin.id) {
return;
}
operations.push({
operation: 'updateAddon',
index: i,
newParameters: { ...addon.parameters, foo: 'bar' },
});
});
await ctx.updateFieldAppearance(field.id, operations);
ctx.notice(`Successfully edited field ${field.attributes.api_key}`);
}
These methods let you open the standard DatoCMS dialogs needed to interact with Media Area assets.

Opens a dialog for selecting one (or multiple) existing asset(s). It returns a promise resolved with the selected asset(s), or null if the user closes the dialog without selecting any upload.

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const item = await ctx.selectUpload({ multiple: false });
if (item) {
ctx.notice(`Success! ${item.id}`);
} else {
ctx.alert('Closed!');
}

Opens a dialog for editing a Media Area asset. It returns a promise resolved with:

  • The updated asset, if the user persists some changes to the asset itself
  • null, if the user closes the dialog without persisting any change
  • An asset structure with an additional deleted property set to true, if the user deletes the asset.
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const uploadId = prompt('Please insert an asset ID:');
const item = await ctx.editUpload(uploadId);
if (item) {
ctx.notice(`Success! ${item.id}`);
} else {
ctx.alert('Closed!');
}

Opens a dialog for editing a "single asset" field structure. It returns a promise resolved with the updated structure, or null if the user closes the dialog without persisting any change.

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const uploadId = prompt('Please insert an asset ID:');
const result = await ctx.editUploadMetadata({
upload_id: uploadId,
alt: null,
title: null,
custom_data: {},
focal_point: null,
});
if (result) {
ctx.notice(`Success! ${JSON.stringify(result)}`);
} else {
ctx.alert('Closed!');
}