Compare commits

...
Author SHA1 Message Date
Claude 56d17cc405 Fix flaky storybook tests by pre-warming all mocked metadata imports
The vitest.setup.ts only pre-warmed one of the three dynamic imports
used by WorkflowStepDecorator's preloadMockedMetadata (objects), leaving
views and navigation-menu-items to load on demand. In CI this caused
intermittent timeouts where the decorator never set ready=true before
the test's findByText timed out, failing FormMultiSelectFieldInput and
FormLinksFieldInput stories.

https://claude.ai/code/session_01FCY9xaTrr2JeTzDJdv91xd
2026-04-15 21:58:47 +00:00
Félix MalfaitandGitHub c0745395a5 Merge branch 'main' into doc-restructuring 2026-04-15 18:09:38 +02:00
Félix MalfaitandClaude Opus 4.6 4cddbd221e Remove hero images from docs and apply halftone style to introduction cards
Remove `image:` frontmatter and `<Frame><img>` hero blocks from all user-guide
article pages and their translations (13 languages). Update introduction page
cards across all languages to use halftone-filtered illustrations. Clean up
twenty-ui component pages. Delete orphaned image files (table.png, kanban.png).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 18:00:36 +02:00
Félix Malfait f49551dcc7 Continue 2026-04-15 12:27:58 +02:00
Félix Malfait b28387931c Reorg 2026-04-15 11:54:44 +02:00
Félix Malfait 8bcfe9989e Improve 2026-04-15 09:59:16 +02:00
Félix Malfait 7b7885da8c Layout 2026-04-15 08:38:52 +02:00
Félix Malfait 79ab0a1c95 Introduce Getting Started section 2026-04-15 08:23:27 +02:00
652 changed files with 5072 additions and 6205 deletions
+47
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@@ -0,0 +1,47 @@
/* CTA button — solid dark pill in light mode, inverted in dark mode */
#topbar-cta-button a {
background-color: #141414 !important;
color: #ffffff !important;
padding: 0.5rem 1.25rem !important;
border-radius: 8px;
font-weight: 600;
transition: opacity 0.15s ease;
}
#topbar-cta-button a:hover {
opacity: 0.85 !important;
}
:is(.dark, [data-theme="dark"]) #topbar-cta-button a {
background-color: #ffffff !important;
color: #141414 !important;
}
/* Center the tab links */
.nav-tabs {
justify-content: center;
flex: 1;
}
/*
* HACK: Hide the "Overview" sidebar group header in the Developers tab.
*
* Mintlify requires every page to be inside a named group, and the tab's
* landing page is always the first page of the first group. We want the
* Developer Overview page to be the tab landing without showing a lonely
* "Overview" group header above a single item.
*
* We use :has() to scope the rule to only the sidebar group that contains
* the developers/introduction link, so other tabs are unaffected.
*/
div:has(> .sidebar-group a[href="/developers/introduction"]),
div:has(> .sidebar-group a[href="/user-guide/introduction"]) {
display: none;
}
/* Remove the top margin on the group that follows the hidden overview group,
so it sits flush at the top of the sidebar without a gap. */
div:has(> .sidebar-group a[href="/developers/introduction"]) + div,
div:has(> .sidebar-group a[href="/user-guide/introduction"]) + div {
margin-top: 0 !important;
}
@@ -1,5 +1,6 @@
---
title: Backend Commands
icon: "terminal"
---
@@ -1,5 +1,6 @@
---
title: Bugs, Requests & Pull Requests
icon: "bug"
info: Report issues, request features, and contribute code
---
@@ -1,5 +1,6 @@
---
title: Best Practices
icon: "star"
---
@@ -1,5 +1,6 @@
---
title: Folder Architecture
icon: "folder-tree"
info: A detailed look into our folder architecture
---
@@ -1,5 +1,6 @@
---
title: Frontend Commands
icon: "terminal"
---
@@ -1,5 +1,6 @@
---
title: Style Guide
icon: "paintbrush"
---
@@ -1,5 +1,6 @@
---
title: Local Setup
icon: "laptop-code"
description: "The guide for contributors (or curious developers) who want to run Twenty locally."
---
@@ -0,0 +1,77 @@
---
title: Commands
icon: "terminal"
description: Useful commands for developing Twenty.
---
Commands can be run from the repository root using `npx nx`. Use `npx nx run {project}:{command}` for explicit targeting.
## Starting the App
```bash
npx nx start twenty-front # Frontend dev server (http://localhost:3001)
npx nx start twenty-server # Backend server (http://localhost:3000)
npx nx run twenty-server:worker # Background worker
```
## Database
```bash
npx nx database:reset twenty-server # Reset and seed database
npx nx run twenty-server:database:migrate:prod # Run migrations
npx nx run twenty-server:database:migrate:generate --name <name> --type <fast|slow> # Generate a migration
```
## Linting
```bash
npx nx lint:diff-with-main twenty-front # Lint changed files (fastest)
npx nx lint:diff-with-main twenty-server
npx nx lint twenty-front --configuration=fix # Auto-fix
```
## Type Checking
```bash
npx nx typecheck twenty-front
npx nx typecheck twenty-server
```
## Testing
```bash
# Frontend
npx nx test twenty-front # Jest unit tests
npx nx storybook:build twenty-front # Build Storybook
npx nx storybook:test twenty-front # Storybook tests
# Backend
npx nx run twenty-server:test:unit # Unit tests
npx nx run twenty-server:test:integration # Integration tests
npx nx run twenty-server:test:integration:with-db-reset # Integration with DB reset
# Single file (fastest)
npx jest path/to/test.test.ts --config=packages/{project}/jest.config.mjs
```
## GraphQL
```bash
npx nx run twenty-front:graphql:generate # Regenerate types
npx nx run twenty-front:graphql:generate --configuration=metadata # Metadata schema
```
## Translations
```bash
npx nx run twenty-front:lingui:extract # Extract strings
npx nx run twenty-front:lingui:compile # Compile translations
```
## Build
```bash
npx nx build twenty-shared # Must be built first
npx nx build twenty-front
npx nx build twenty-server
```
@@ -0,0 +1,176 @@
---
title: Style Guide
icon: "paintbrush"
description: Code conventions and best practices for contributing to Twenty.
---
## React
### Functional components only
Always use TSX functional components with named exports.
```tsx
// ❌ Bad
const MyComponent = () => {
return <div>Hello World</div>;
};
export default MyComponent;
// ✅ Good
export function MyComponent() {
return <div>Hello World</div>;
};
```
### Props
Create a type named `{ComponentName}Props`. Use destructuring. Don't use `React.FC`.
```tsx
type MyComponentProps = {
name: string;
};
export const MyComponent = ({ name }: MyComponentProps) => <div>Hello {name}</div>;
```
### No single-variable prop spreading
```tsx
// ❌ Bad
const MyComponent = (props: MyComponentProps) => <Other {...props} />;
// ✅ Good
const MyComponent = ({ prop1, prop2 }: MyComponentProps) => <Other {...{ prop1, prop2 }} />;
```
## State Management
### Jotai atoms for global state
```tsx
import { createAtomState } from '@/ui/utilities/state/jotai/utils/createAtomState';
import { useAtomState } from '@/ui/utilities/state/jotai/hooks/useAtomState';
export const myAtomState = createAtomState<string>({
key: 'myAtomState',
defaultValue: 'default value',
});
```
- Prefer atoms over prop drilling
- Don't use `useRef` for state — use `useState` or atoms
- Use atom families and selectors for lists
### Avoid unnecessary re-renders
- Extract `useEffect` and data fetching into sibling sidecar components
- Prefer event handlers (`handleClick`, `handleChange`) over `useEffect`
- Don't use `React.memo()` — fix the root cause instead
- Limit `useCallback` / `useMemo` usage
```tsx
// ❌ Bad — useEffect in the same component causes re-renders
export const Page = () => {
const [data, setData] = useAtomState(dataState);
const [dep] = useAtomState(depState);
useEffect(() => { setData(dep); }, [dep]);
return <div>{data}</div>;
};
// ✅ Good — extract into sibling
export const PageData = () => {
const [data, setData] = useAtomState(dataState);
const [dep] = useAtomState(depState);
useEffect(() => { setData(dep); }, [dep]);
return <></>;
};
export const Page = () => {
const [data] = useAtomState(dataState);
return <div>{data}</div>;
};
```
## TypeScript
- **`type` over `interface`** — more flexible, easier to compose
- **String literals over enums** — except for GraphQL codegen enums and internal library APIs
- **No `any`** — strict TypeScript enforced
- **No type imports** — use regular imports (enforced by Oxlint `typescript/consistent-type-imports`)
- **Use [Zod](https://github.com/colinhacks/zod)** for runtime validation of untyped objects
## JavaScript
```tsx
// Use nullish-coalescing (??) instead of ||
const value = process.env.MY_VALUE ?? 'default';
// Use optional chaining
onClick?.();
```
## Naming
- **Variables**: camelCase, descriptive (`email` not `value`, `fieldMetadata` not `fm`)
- **Constants**: SCREAMING_SNAKE_CASE
- **Types/Classes**: PascalCase
- **Files/directories**: kebab-case (`.component.tsx`, `.service.ts`, `.entity.ts`)
- **Event handlers**: `handleClick` (not `onClick` for the handler function)
- **Component props**: prefix with component name (`ButtonProps`)
- **Styled components**: prefix with `Styled` (`StyledTitle`)
## Styling
Use [Linaria](https://github.com/callstack/linaria) styled components. Use theme values — avoid hardcoded `px`, `rem`, or colors.
```tsx
// ❌ Bad
const StyledButton = styled.button`
color: #333333;
font-size: 1rem;
margin-left: 4px;
`;
// ✅ Good
const StyledButton = styled.button`
color: ${({ theme }) => theme.font.color.primary};
font-size: ${({ theme }) => theme.font.size.md};
margin-left: ${({ theme }) => theme.spacing(1)};
`;
```
## Imports
Use aliases instead of relative paths:
```tsx
// ❌ Bad
import { Foo } from '../../../../../testing/decorators/Foo';
// ✅ Good
import { Foo } from '~/testing/decorators/Foo';
import { Bar } from '@/modules/bar/components/Bar';
```
## Folder Structure
```
front
└── modules/ # Feature modules
│ └── module1/
│ ├── components/
│ ├── constants/
│ ├── contexts/
│ ├── graphql/ (fragments, queries, mutations)
│ ├── hooks/
│ ├── states/ (atoms, selectors)
│ ├── types/
│ └── utils/
└── pages/ # Route-level components
└── ui/ # Reusable UI components (display, input, feedback, ...)
```
- Modules can import from other modules, but `ui/` should stay dependency-free
- Use `internal/` subfolders for module-private code
- Components under 300 lines, services under 500 lines
+21 -106
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@@ -1,140 +1,55 @@
---
title: APIs
description: Query and modify your CRM data programmatically using REST or GraphQL.
icon: "plug"
description: REST and GraphQL APIs generated from your workspace schema.
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
Twenty was built to be developer-friendly, offering powerful APIs that adapt to your custom data model. We provide four distinct API types to meet different integration needs.
## Schema-per-tenant APIs
## Developer-First Approach
There is no static API reference for Twenty. Each workspace has its own schema — when you add a custom object (say `Invoice`), it immediately gets REST and GraphQL endpoints identical to built-in objects like `Company` or `Person`. The API is generated from the schema, so endpoints use your object and field names directly — no opaque IDs.
Twenty generates APIs specifically for your data model:
- **No long IDs required**: Use your object and field names directly in endpoints
- **Standard and custom objects treated equally**: Your custom objects get the same API treatment as built-in ones
- **Dedicated endpoints**: Each object and field gets its own API endpoint
- **Custom documentation**: Generated specifically for your workspace's data model
Your workspace-specific API documentation is available under **Settings → API & Webhooks** after creating an API key. It includes an interactive playground where you can execute real calls against your data.
<Note>
Your personalized API documentation is available under **Settings → API & Webhooks** after creating an API key. Since Twenty generates APIs that match your custom data model, the documentation is unique to your workspace.
</Note>
## Two APIs
## The Two API Types
**Core API** — `/rest/` and `/graphql/`
### Core API
Accessed on `/rest/` or `/graphql/`
CRUD on records: People, Companies, Opportunities, your custom objects. Query, filter, traverse relations.
Work with your actual **records** (the data):
- Create, read, update, delete People, Companies, Opportunities, etc.
- Query and filter data
- Manage record relationships
**Metadata API** — `/rest/metadata/` and `/metadata/`
### Metadata API
Accessed on `/rest/metadata/` or `/metadata/`
Schema management: create/modify/delete objects, fields, and relations. This is how you programmatically change your data model.
Manage your **workspace and data model**:
- Create, modify, or delete objects and fields
- Configure workspace settings
- Define relationships between objects
Both are available as REST and GraphQL. GraphQL adds batch upserts and the ability to traverse relations in a single query. Same underlying data either way.
## REST vs GraphQL
Both Core and Metadata APIs are available in REST and GraphQL formats:
| Format | Available Operations |
|--------|---------------------|
| **REST** | CRUD, batch operations, upserts |
| **GraphQL** | Same + **batch upserts**, relationship queries in one call |
Choose based on your needs — both formats access the same data.
## API Endpoints
## Base URLs
| Environment | Base URL |
|-------------|----------|
| **Cloud** | `https://api.twenty.com/` |
| **Self-Hosted** | `https://{your-domain}/` |
| Cloud | `https://api.twenty.com/` |
| Self-Hosted | `https://{your-domain}/` |
## Authentication
Every API request requires an API key in the header:
```
Authorization: Bearer YOUR_API_KEY
```
### Create an API Key
1. Go to **Settings → APIs & Webhooks**
2. Click **+ Create key**
3. Configure:
- **Name**: Descriptive name for the key
- **Expiration Date**: When the key expires
4. Click **Save**
5. **Copy immediately** — the key is only shown once
Create an API key in **Settings → API & Webhooks → + Create key**. Copy it immediately — it's shown once. Keys can be scoped to a specific role under **Settings → Roles → Assignment tab** to limit what they can access.
<VimeoEmbed videoId="928786722" title="Creating API key" />
<Warning>
Your API key grants access to sensitive data. Don't share it with untrusted services. If compromised, disable it immediately and generate a new one.
</Warning>
For OAuth-based access (external apps acting on behalf of users), see [OAuth](/developers/extend/oauth).
### Assign a Role to an API Key
## Batch operations
For better security, assign a specific role to limit access:
Both REST and GraphQL support batching up to 60 records per request — create, update, or delete. GraphQL also supports batch upsert (create-or-update in one call) using plural names like `CreateCompanies`.
1. Go to **Settings → Roles**
2. Click on the role to assign
3. Open the **Assignment** tab
4. Under **API Keys**, click **+ Assign to API key**
5. Select the API key
The key will inherit that role's permissions. See [Permissions](/user-guide/permissions-access/capabilities/permissions) for details.
### Manage API Keys
**Regenerate**: Settings → APIs & Webhooks → Click key → **Regenerate**
**Delete**: Settings → APIs & Webhooks → Click key → **Delete**
## API Playground
Test your APIs directly in the browser with our built-in playground — available for both **REST** and **GraphQL**.
### Access the Playground
1. Go to **Settings → APIs & Webhooks**
2. Create an API key (required)
3. Click on **REST API** or **GraphQL API** to open the playground
### What You Get
- **Interactive documentation**: Generated for your specific data model
- **Live testing**: Execute real API calls against your workspace
- **Schema explorer**: Browse available objects, fields, and relationships
- **Request builder**: Construct queries with autocomplete
The playground reflects your custom objects and fields, so documentation is always accurate for your workspace.
## Batch Operations
Both REST and GraphQL support batch operations:
- **Batch size**: Up to 60 records per request
- **Operations**: Create, update, delete multiple records
**GraphQL-only features:**
- **Batch Upsert**: Create or update in one call
- Use plural object names (e.g., `CreateCompanies` instead of `CreateCompany`)
## Rate Limits
API requests are throttled to ensure platform stability:
## Rate limits
| Limit | Value |
|-------|-------|
| **Requests** | 100 calls per minute |
| **Batch size** | 60 records per call |
<Tip>
Use batch operations to maximize throughput — process up to 60 records in a single API call instead of making individual requests.
</Tip>
| Requests | 100 per minute |
| Batch size | 60 records per call |
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---
title: CLI & Testing
description: CLI commands, testing setup, public assets, npm packages, remotes, and CI configuration.
icon: "terminal"
---
<Warning>
Apps are currently in alpha. The feature works but is still evolving.
</Warning>
## Public assets (`public/` folder)
The `public/` folder at the root of your app holds static files — images, icons, fonts, or any other assets your app needs at runtime. These files are automatically included in builds, synced during dev mode, and uploaded to the server.
Files placed in `public/` are:
- **Publicly accessible** — once synced to the server, assets are served at a public URL. No authentication is needed to access them.
- **Available in front components** — use asset URLs to display images, icons, or any media inside your React components.
- **Available in logic functions** — reference asset URLs in emails, API responses, or any server-side logic.
- **Used for marketplace metadata** — the `logoUrl` and `screenshots` fields in `defineApplication()` reference files from this folder (e.g., `public/logo.png`). These are displayed in the marketplace when your app is published.
- **Auto-synced in dev mode** — when you add, update, or delete a file in `public/`, it is synced to the server automatically. No restart needed.
- **Included in builds** — `yarn twenty build` bundles all public assets into the distribution output.
### Accessing public assets with `getPublicAssetUrl`
Use the `getPublicAssetUrl` helper from `twenty-sdk` to get the full URL of a file in your `public/` directory. It works in both **logic functions** and **front components**.
**In a logic function:**
```ts src/logic-functions/send-invoice.ts
import { defineLogicFunction, getPublicAssetUrl } from 'twenty-sdk';
const handler = async (): Promise<any> => {
const logoUrl = getPublicAssetUrl('logo.png');
const invoiceUrl = getPublicAssetUrl('templates/invoice.png');
// Fetch the file content (no auth required — public endpoint)
const response = await fetch(invoiceUrl);
const buffer = await response.arrayBuffer();
return { logoUrl, size: buffer.byteLength };
};
export default defineLogicFunction({
universalIdentifier: 'a1b2c3d4-...',
name: 'send-invoice',
description: 'Sends an invoice with the app logo',
timeoutSeconds: 10,
handler,
});
```
**In a front component:**
```tsx src/front-components/company-card.tsx
import { defineFrontComponent, getPublicAssetUrl } from 'twenty-sdk';
export default defineFrontComponent(() => {
const logoUrl = getPublicAssetUrl('logo.png');
return <img src={logoUrl} alt="App logo" />;
});
```
The `path` argument is relative to your app's `public/` folder. Both `getPublicAssetUrl('logo.png')` and `getPublicAssetUrl('public/logo.png')` resolve to the same URL — the `public/` prefix is stripped automatically if present.
## Using npm packages
You can install and use any npm package in your app. Both logic functions and front components are bundled with [esbuild](https://esbuild.github.io/), which inlines all dependencies into the output — no `node_modules` are needed at runtime.
### Installing a package
```bash filename="Terminal"
yarn add axios
```
Then import it in your code:
```ts src/logic-functions/fetch-data.ts
import { defineLogicFunction } from 'twenty-sdk';
import axios from 'axios';
const handler = async (): Promise<any> => {
const { data } = await axios.get('https://api.example.com/data');
return { data };
};
export default defineLogicFunction({
universalIdentifier: '...',
name: 'fetch-data',
description: 'Fetches data from an external API',
timeoutSeconds: 10,
handler,
});
```
The same works for front components:
```tsx src/front-components/chart.tsx
import { defineFrontComponent } from 'twenty-sdk';
import { format } from 'date-fns';
const DateWidget = () => {
return <p>Today is {format(new Date(), 'MMMM do, yyyy')}</p>;
};
export default defineFrontComponent({
universalIdentifier: '...',
name: 'date-widget',
component: DateWidget,
});
```
### How bundling works
The build step uses esbuild to produce a single self-contained file per logic function and per front component. All imported packages are inlined into the bundle.
**Logic functions** run in a Node.js environment. Node built-in modules (`fs`, `path`, `crypto`, `http`, etc.) are available and do not need to be installed.
**Front components** run in a Web Worker. Node built-in modules are **not** available — only browser APIs and npm packages that work in a browser environment.
Both environments have `twenty-client-sdk/core` and `twenty-client-sdk/metadata` available as pre-provided modules — these are not bundled but resolved at runtime by the server.
## Testing your app
The SDK provides programmatic APIs that let you build, deploy, install, and uninstall your app from test code. Combined with [Vitest](https://vitest.dev/) and the typed API clients, you can write integration tests that verify your app works end-to-end against a real Twenty server.
### Setup
The scaffolded app already includes Vitest. If you set it up manually, install the dependencies:
```bash filename="Terminal"
yarn add -D vitest vite-tsconfig-paths
```
Create a `vitest.config.ts` at the root of your app:
```ts vitest.config.ts
import tsconfigPaths from 'vite-tsconfig-paths';
import { defineConfig } from 'vitest/config';
export default defineConfig({
plugins: [
tsconfigPaths({
projects: ['tsconfig.spec.json'],
ignoreConfigErrors: true,
}),
],
test: {
testTimeout: 120_000,
hookTimeout: 120_000,
include: ['src/**/*.integration-test.ts'],
setupFiles: ['src/__tests__/setup-test.ts'],
env: {
TWENTY_API_URL: 'http://localhost:2020',
TWENTY_API_KEY: 'your-api-key',
},
},
});
```
Create a setup file that verifies the server is reachable before tests run:
```ts src/__tests__/setup-test.ts
import * as fs from 'fs';
import * as os from 'os';
import * as path from 'path';
import { beforeAll } from 'vitest';
const TWENTY_API_URL = process.env.TWENTY_API_URL ?? 'http://localhost:2020';
const TEST_CONFIG_DIR = path.join(os.tmpdir(), '.twenty-sdk-test');
beforeAll(async () => {
// Verify the server is running
const response = await fetch(`${TWENTY_API_URL}/healthz`);
if (!response.ok) {
throw new Error(
`Twenty server is not reachable at ${TWENTY_API_URL}. ` +
'Start the server before running integration tests.',
);
}
// Write a temporary config for the SDK
fs.mkdirSync(TEST_CONFIG_DIR, { recursive: true });
fs.writeFileSync(
path.join(TEST_CONFIG_DIR, 'config.json'),
JSON.stringify({
remotes: {
local: {
apiUrl: process.env.TWENTY_API_URL,
apiKey: process.env.TWENTY_API_KEY,
},
},
defaultRemote: 'local',
}, null, 2),
);
});
```
### Programmatic SDK APIs
The `twenty-sdk/cli` subpath exports functions you can call directly from test code:
| Function | Description |
|----------|-------------|
| `appBuild` | Build the app and optionally pack a tarball |
| `appDeploy` | Upload a tarball to the server |
| `appInstall` | Install the app on the active workspace |
| `appUninstall` | Uninstall the app from the active workspace |
Each function returns a result object with `success: boolean` and either `data` or `error`.
### Writing an integration test
Here is a full example that builds, deploys, and installs the app, then verifies it appears in the workspace:
```ts src/__tests__/app-install.integration-test.ts
import { APPLICATION_UNIVERSAL_IDENTIFIER } from 'src/application-config';
import { appBuild, appDeploy, appInstall, appUninstall } from 'twenty-sdk/cli';
import { MetadataApiClient } from 'twenty-client-sdk/metadata';
import { afterAll, beforeAll, describe, expect, it } from 'vitest';
const APP_PATH = process.cwd();
describe('App installation', () => {
beforeAll(async () => {
const buildResult = await appBuild({
appPath: APP_PATH,
tarball: true,
onProgress: (message: string) => console.log(`[build] ${message}`),
});
if (!buildResult.success) {
throw new Error(`Build failed: ${buildResult.error?.message}`);
}
const deployResult = await appDeploy({
tarballPath: buildResult.data.tarballPath!,
onProgress: (message: string) => console.log(`[deploy] ${message}`),
});
if (!deployResult.success) {
throw new Error(`Deploy failed: ${deployResult.error?.message}`);
}
const installResult = await appInstall({ appPath: APP_PATH });
if (!installResult.success) {
throw new Error(`Install failed: ${installResult.error?.message}`);
}
});
afterAll(async () => {
await appUninstall({ appPath: APP_PATH });
});
it('should find the installed app in the workspace', async () => {
const metadataClient = new MetadataApiClient();
const result = await metadataClient.query({
findManyApplications: {
id: true,
name: true,
universalIdentifier: true,
},
});
const installedApp = result.findManyApplications.find(
(app: { universalIdentifier: string }) =>
app.universalIdentifier === APPLICATION_UNIVERSAL_IDENTIFIER,
);
expect(installedApp).toBeDefined();
});
});
```
### Running tests
Make sure your local Twenty server is running, then:
```bash filename="Terminal"
yarn test
```
Or in watch mode during development:
```bash filename="Terminal"
yarn test:watch
```
### Type checking
You can also run type checking on your app without running tests:
```bash filename="Terminal"
yarn twenty typecheck
```
This runs `tsc --noEmit` and reports any type errors.
## CLI reference
Beyond `dev`, `build`, `add`, and `typecheck`, the CLI provides commands for executing functions, viewing logs, and managing app installations.
### Executing functions (`yarn twenty exec`)
Run a logic function manually without triggering it via HTTP, cron, or database event:
```bash filename="Terminal"
# Execute by function name
yarn twenty exec -n create-new-post-card
# Execute by universalIdentifier
yarn twenty exec -u e56d363b-0bdc-4d8a-a393-6f0d1c75bdcf
# Pass a JSON payload
yarn twenty exec -n create-new-post-card -p '{"name": "Hello"}'
# Execute the post-install function
yarn twenty exec --postInstall
```
### Viewing function logs (`yarn twenty logs`)
Stream execution logs for your app's logic functions:
```bash filename="Terminal"
# Stream all function logs
yarn twenty logs
# Filter by function name
yarn twenty logs -n create-new-post-card
# Filter by universalIdentifier
yarn twenty logs -u e56d363b-0bdc-4d8a-a393-6f0d1c75bdcf
```
<Note>
This is different from `yarn twenty server logs`, which shows the Docker container logs. `yarn twenty logs` shows your app's function execution logs from the Twenty server.
</Note>
### Uninstalling an app (`yarn twenty uninstall`)
Remove your app from the active workspace:
```bash filename="Terminal"
yarn twenty uninstall
# Skip the confirmation prompt
yarn twenty uninstall --yes
```
## Managing remotes
A **remote** is a Twenty server that your app connects to. During setup, the scaffolder creates one for you automatically. You can add more remotes or switch between them at any time.
```bash filename="Terminal"
# Add a new remote (opens a browser for OAuth login)
yarn twenty remote add
# Connect to a local Twenty server (auto-detects port 2020 or 3000)
yarn twenty remote add --local
# Add a remote non-interactively (useful for CI)
yarn twenty remote add --api-url https://your-twenty-server.com --api-key $TWENTY_API_KEY --as my-remote
# List all configured remotes
yarn twenty remote list
# Switch the active remote
yarn twenty remote switch <name>
```
Your credentials are stored in `~/.twenty/config.json`.
## CI with GitHub Actions
The scaffolder generates a ready-to-use GitHub Actions workflow at `.github/workflows/ci.yml`. It runs your integration tests automatically on every push to `main` and on pull requests.
The workflow:
1. Checks out your code
2. Spins up a temporary Twenty server using the `twentyhq/twenty/.github/actions/spawn-twenty-docker-image` action
3. Installs dependencies with `yarn install --immutable`
4. Runs `yarn test` with `TWENTY_API_URL` and `TWENTY_API_KEY` injected from the action outputs
```yaml .github/workflows/ci.yml
name: CI
on:
push:
branches:
- main
pull_request: {}
env:
TWENTY_VERSION: latest
jobs:
test:
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
- name: Spawn Twenty instance
id: twenty
uses: twentyhq/twenty/.github/actions/spawn-twenty-docker-image@main
with:
twenty-version: ${{ env.TWENTY_VERSION }}
github-token: ${{ secrets.GITHUB_TOKEN }}
- name: Enable Corepack
run: corepack enable
- name: Setup Node.js
uses: actions/setup-node@v4
with:
node-version-file: '.nvmrc'
cache: 'yarn'
- name: Install dependencies
run: yarn install --immutable
- name: Run integration tests
run: yarn test
env:
TWENTY_API_URL: ${{ steps.twenty.outputs.server-url }}
TWENTY_API_KEY: ${{ steps.twenty.outputs.access-token }}
```
You don't need to configure any secrets — the `spawn-twenty-docker-image` action starts an ephemeral Twenty server directly in the runner and outputs the connection details. The `GITHUB_TOKEN` secret is provided automatically by GitHub.
To pin a specific Twenty version instead of `latest`, change the `TWENTY_VERSION` environment variable at the top of the workflow.
@@ -0,0 +1,498 @@
---
title: Data Model
description: Define objects, fields, roles, and application metadata with the Twenty SDK.
icon: "database"
---
<Warning>
Apps are currently in alpha. The feature works but is still evolving.
</Warning>
The `twenty-sdk` package provides `defineEntity` functions to declare your app's data model. You must use `export default defineEntity({...})` for the SDK to detect your entities. These functions validate your configuration at build time and provide IDE autocompletion and type safety.
<Note>
**File organization is up to you.**
Entity detection is AST-based — the SDK finds `export default defineEntity(...)` calls regardless of where the file lives. Grouping files by type (e.g., `logic-functions/`, `roles/`) is just a convention, not a requirement.
</Note>
<AccordionGroup>
<Accordion title="defineRole" description="Configure role permissions and object access">
Roles encapsulate permissions on your workspace's objects and actions.
```ts restricted-company-role.ts
import {
defineRole,
PermissionFlag,
STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS,
} from 'twenty-sdk';
export default defineRole({
universalIdentifier: '2c80f640-2083-4803-bb49-003e38279de6',
label: 'My new role',
description: 'A role that can be used in your workspace',
canReadAllObjectRecords: false,
canUpdateAllObjectRecords: false,
canSoftDeleteAllObjectRecords: false,
canDestroyAllObjectRecords: false,
canUpdateAllSettings: false,
canBeAssignedToAgents: false,
canBeAssignedToUsers: false,
canBeAssignedToApiKeys: false,
objectPermissions: [
{
objectUniversalIdentifier:
STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.company.universalIdentifier,
canReadObjectRecords: true,
canUpdateObjectRecords: true,
canSoftDeleteObjectRecords: false,
canDestroyObjectRecords: false,
},
],
fieldPermissions: [
{
objectUniversalIdentifier:
STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.company.universalIdentifier,
fieldUniversalIdentifier:
STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.company.fields.name.universalIdentifier,
canReadFieldValue: false,
canUpdateFieldValue: false,
},
],
permissionFlags: [PermissionFlag.APPLICATIONS],
});
```
</Accordion>
<Accordion title="defineApplication" description="Configure application metadata (required, one per app)">
Every app must have exactly one `defineApplication` call that describes:
- **Identity**: identifiers, display name, and description.
- **Permissions**: which role its functions and front components use.
- **(Optional) Variables**: keyvalue pairs exposed to your functions as environment variables.
- **(Optional) Pre-install / post-install functions**: logic functions that run before or after installation.
```ts src/application-config.ts
import { defineApplication } from 'twenty-sdk';
import { DEFAULT_ROLE_UNIVERSAL_IDENTIFIER } from 'src/roles/default-role';
export default defineApplication({
universalIdentifier: '39783023-bcac-41e3-b0d2-ff1944d8465d',
displayName: 'My Twenty App',
description: 'My first Twenty app',
icon: 'IconWorld',
applicationVariables: {
DEFAULT_RECIPIENT_NAME: {
universalIdentifier: '19e94e59-d4fe-4251-8981-b96d0a9f74de',
description: 'Default recipient name for postcards',
value: 'Jane Doe',
isSecret: false,
},
},
defaultRoleUniversalIdentifier: DEFAULT_ROLE_UNIVERSAL_IDENTIFIER,
});
```
Notes:
- `universalIdentifier` fields are deterministic IDs you own. Generate them once and keep them stable across syncs.
- `applicationVariables` become environment variables for your functions and front components (e.g., `DEFAULT_RECIPIENT_NAME` is available as `process.env.DEFAULT_RECIPIENT_NAME`).
- `defaultRoleUniversalIdentifier` must reference a role defined with `defineRole()` (see above).
- Pre-install and post-install functions are detected automatically during the manifest build — you do not need to reference them in `defineApplication()`.
#### Marketplace metadata
If you plan to [publish your app](/developers/extend/apps/publishing), these optional fields control how it appears in the marketplace:
| Field | Description |
|-------|-------------|
| `author` | Author or company name |
| `category` | App category for marketplace filtering |
| `logoUrl` | Path to your app logo (e.g., `public/logo.png`) |
| `screenshots` | Array of screenshot paths (e.g., `public/screenshot-1.png`) |
| `aboutDescription` | Longer markdown description for the "About" tab. If omitted, the marketplace uses the package's `README.md` from npm |
| `websiteUrl` | Link to your website |
| `termsUrl` | Link to terms of service |
| `emailSupport` | Support email address |
| `issueReportUrl` | Link to issue tracker |
#### Roles and permissions
The `defaultRoleUniversalIdentifier` in `application-config.ts` designates the default role used by your app's logic functions and front components. See `defineRole` above for details.
- The runtime token injected as `TWENTY_APP_ACCESS_TOKEN` is derived from this role.
- The typed client is restricted to the permissions granted to that role.
- Follow least-privilege: create a dedicated role with only the permissions your functions need.
##### Default function role
When you scaffold a new app, the CLI creates a default role file:
```ts src/roles/default-role.ts
import { defineRole, PermissionFlag } from 'twenty-sdk';
export const DEFAULT_ROLE_UNIVERSAL_IDENTIFIER =
'b648f87b-1d26-4961-b974-0908fd991061';
export default defineRole({
universalIdentifier: DEFAULT_ROLE_UNIVERSAL_IDENTIFIER,
label: 'Default function role',
description: 'Default role for function Twenty client',
canReadAllObjectRecords: true,
canUpdateAllObjectRecords: false,
canSoftDeleteAllObjectRecords: false,
canDestroyAllObjectRecords: false,
canUpdateAllSettings: false,
canBeAssignedToAgents: false,
canBeAssignedToUsers: false,
canBeAssignedToApiKeys: false,
objectPermissions: [],
fieldPermissions: [],
permissionFlags: [],
});
```
This role's `universalIdentifier` is referenced in `application-config.ts` as `defaultRoleUniversalIdentifier`:
- **\*.role.ts** defines what the role can do.
- **application-config.ts** points to that role so your functions inherit its permissions.
Notes:
- Start from the scaffolded role, then progressively restrict it following least-privilege.
- Replace `objectPermissions` and `fieldPermissions` with the objects and fields your functions actually need.
- `permissionFlags` control access to platform-level capabilities. Keep them minimal.
- See a working example: [`hello-world/src/roles/function-role.ts`](https://github.com/twentyhq/twenty/blob/main/packages/twenty-apps/hello-world/src/roles/function-role.ts).
</Accordion>
<Accordion title="defineObject" description="Define custom objects with fields">
Custom objects describe both schema and behavior for records in your workspace. Use `defineObject()` to define objects with built-in validation:
```ts postCard.object.ts
import { defineObject, FieldType } from 'twenty-sdk';
enum PostCardStatus {
DRAFT = 'DRAFT',
SENT = 'SENT',
DELIVERED = 'DELIVERED',
RETURNED = 'RETURNED',
}
export default defineObject({
universalIdentifier: '54b589ca-eeed-4950-a176-358418b85c05',
nameSingular: 'postCard',
namePlural: 'postCards',
labelSingular: 'Post Card',
labelPlural: 'Post Cards',
description: 'A post card object',
icon: 'IconMail',
fields: [
{
universalIdentifier: '58a0a314-d7ea-4865-9850-7fb84e72f30b',
name: 'content',
type: FieldType.TEXT,
label: 'Content',
description: "Postcard's content",
icon: 'IconAbc',
},
{
universalIdentifier: 'c6aa31f3-da76-4ac6-889f-475e226009ac',
name: 'recipientName',
type: FieldType.FULL_NAME,
label: 'Recipient name',
icon: 'IconUser',
},
{
universalIdentifier: '95045777-a0ad-49ec-98f9-22f9fc0c8266',
name: 'recipientAddress',
type: FieldType.ADDRESS,
label: 'Recipient address',
icon: 'IconHome',
},
{
universalIdentifier: '87b675b8-dd8c-4448-b4ca-20e5a2234a1e',
name: 'status',
type: FieldType.SELECT,
label: 'Status',
icon: 'IconSend',
defaultValue: `'${PostCardStatus.DRAFT}'`,
options: [
{ value: PostCardStatus.DRAFT, label: 'Draft', position: 0, color: 'gray' },
{ value: PostCardStatus.SENT, label: 'Sent', position: 1, color: 'orange' },
{ value: PostCardStatus.DELIVERED, label: 'Delivered', position: 2, color: 'green' },
{ value: PostCardStatus.RETURNED, label: 'Returned', position: 3, color: 'orange' },
],
},
{
universalIdentifier: 'e06abe72-5b44-4e7f-93be-afc185a3c433',
name: 'deliveredAt',
type: FieldType.DATE_TIME,
label: 'Delivered at',
icon: 'IconCheck',
isNullable: true,
defaultValue: null,
},
],
});
```
Key points:
- Use `defineObject()` for built-in validation and better IDE support.
- The `universalIdentifier` must be unique and stable across deployments.
- Each field requires a `name`, `type`, `label`, and its own stable `universalIdentifier`.
- The `fields` array is optional — you can define objects without custom fields.
- You can scaffold new objects using `yarn twenty add`, which guides you through naming, fields, and relationships.
<Note>
**Base fields are created automatically.** When you define a custom object, Twenty automatically adds standard fields
such as `id`, `name`, `createdAt`, `updatedAt`, `createdBy`, `updatedBy` and `deletedAt`.
You don't need to define these in your `fields` array — only add your custom fields.
You can override default fields by defining a field with the same name in your `fields` array,
but this is not recommended.
</Note>
</Accordion>
<Accordion title="defineField — Standard fields" description="Extend existing objects with additional fields">
Use `defineField()` to add fields to objects you don't own — such as standard Twenty objects (Person, Company, etc.) or objects from other apps. Unlike inline fields in `defineObject()`, standalone fields require an `objectUniversalIdentifier` to specify which object they extend:
```ts src/fields/company-loyalty-tier.field.ts
import { defineField, FieldType } from 'twenty-sdk';
export default defineField({
universalIdentifier: 'f2a1b3c4-d5e6-7890-abcd-ef1234567890',
objectUniversalIdentifier: '701aecb9-eb1c-4d84-9d94-b954b231b64b', // Company object
name: 'loyaltyTier',
type: FieldType.SELECT,
label: 'Loyalty Tier',
icon: 'IconStar',
options: [
{ value: 'BRONZE', label: 'Bronze', position: 0, color: 'orange' },
{ value: 'SILVER', label: 'Silver', position: 1, color: 'gray' },
{ value: 'GOLD', label: 'Gold', position: 2, color: 'yellow' },
],
});
```
Key points:
- `objectUniversalIdentifier` identifies the target object. For standard objects, use `STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS` exported from `twenty-sdk`.
- When defining fields inline in `defineObject()`, you do **not** need `objectUniversalIdentifier` — it's inherited from the parent object.
- `defineField()` is the only way to add fields to objects you didn't create with `defineObject()`.
</Accordion>
<Accordion title="defineField — Relation fields" description="Connect objects together with bidirectional relations">
Relations connect objects together. In Twenty, relations are always **bidirectional** — you define both sides, and each side references the other.
There are two relation types:
| Relation type | Description | Has foreign key? |
|---------------|-------------|-----------------|
| `MANY_TO_ONE` | Many records of this object point to one record of the target | Yes (`joinColumnName`) |
| `ONE_TO_MANY` | One record of this object has many records of the target | No (inverse side) |
#### How relations work
Every relation requires **two fields** that reference each other:
1. The **MANY_TO_ONE** side — lives on the object that holds the foreign key
2. The **ONE_TO_MANY** side — lives on the object that owns the collection
Both fields use `FieldType.RELATION` and cross-reference each other via `relationTargetFieldMetadataUniversalIdentifier`.
#### Example: Post Card has many Recipients
Suppose a `PostCard` can be sent to many `PostCardRecipient` records. Each recipient belongs to exactly one post card.
**Step 1: Define the ONE_TO_MANY side on PostCard** (the "one" side):
```ts src/fields/post-card-recipients-on-post-card.field.ts
import { defineField, FieldType, RelationType } from 'twenty-sdk';
import { POST_CARD_UNIVERSAL_IDENTIFIER } from '../objects/post-card.object';
import { POST_CARD_RECIPIENT_UNIVERSAL_IDENTIFIER } from '../objects/post-card-recipient.object';
// Export so the other side can reference it
export const POST_CARD_RECIPIENTS_FIELD_ID = 'a1111111-1111-1111-1111-111111111111';
// Import from the other side
import { POST_CARD_FIELD_ID } from './post-card-on-post-card-recipient.field';
export default defineField({
universalIdentifier: POST_CARD_RECIPIENTS_FIELD_ID,
objectUniversalIdentifier: POST_CARD_UNIVERSAL_IDENTIFIER,
type: FieldType.RELATION,
name: 'postCardRecipients',
label: 'Post Card Recipients',
icon: 'IconUsers',
relationTargetObjectMetadataUniversalIdentifier: POST_CARD_RECIPIENT_UNIVERSAL_IDENTIFIER,
relationTargetFieldMetadataUniversalIdentifier: POST_CARD_FIELD_ID,
universalSettings: {
relationType: RelationType.ONE_TO_MANY,
},
});
```
**Step 2: Define the MANY_TO_ONE side on PostCardRecipient** (the "many" side — holds the foreign key):
```ts src/fields/post-card-on-post-card-recipient.field.ts
import { defineField, FieldType, RelationType, OnDeleteAction } from 'twenty-sdk';
import { POST_CARD_UNIVERSAL_IDENTIFIER } from '../objects/post-card.object';
import { POST_CARD_RECIPIENT_UNIVERSAL_IDENTIFIER } from '../objects/post-card-recipient.object';
// Export so the other side can reference it
export const POST_CARD_FIELD_ID = 'b2222222-2222-2222-2222-222222222222';
// Import from the other side
import { POST_CARD_RECIPIENTS_FIELD_ID } from './post-card-recipients-on-post-card.field';
export default defineField({
universalIdentifier: POST_CARD_FIELD_ID,
objectUniversalIdentifier: POST_CARD_RECIPIENT_UNIVERSAL_IDENTIFIER,
type: FieldType.RELATION,
name: 'postCard',
label: 'Post Card',
icon: 'IconMail',
relationTargetObjectMetadataUniversalIdentifier: POST_CARD_UNIVERSAL_IDENTIFIER,
relationTargetFieldMetadataUniversalIdentifier: POST_CARD_RECIPIENTS_FIELD_ID,
universalSettings: {
relationType: RelationType.MANY_TO_ONE,
onDelete: OnDeleteAction.CASCADE,
joinColumnName: 'postCardId',
},
});
```
<Note>
**Circular imports:** Both relation fields reference each other's `universalIdentifier`. To avoid circular import issues, export your field IDs as named constants from each file, and import them in the other file. The build system resolves these at compile time.
</Note>
#### Relating to standard objects
To create a relation with a built-in Twenty object (Person, Company, etc.), use `STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS`:
```ts src/fields/person-on-self-hosting-user.field.ts
import {
defineField,
FieldType,
RelationType,
OnDeleteAction,
STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS,
} from 'twenty-sdk';
import { SELF_HOSTING_USER_UNIVERSAL_IDENTIFIER } from '../objects/self-hosting-user.object';
export const PERSON_FIELD_ID = 'c3333333-3333-3333-3333-333333333333';
export const SELF_HOSTING_USER_REVERSE_FIELD_ID = 'd4444444-4444-4444-4444-444444444444';
export default defineField({
universalIdentifier: PERSON_FIELD_ID,
objectUniversalIdentifier: SELF_HOSTING_USER_UNIVERSAL_IDENTIFIER,
type: FieldType.RELATION,
name: 'person',
label: 'Person',
description: 'Person matching with the self hosting user',
isNullable: true,
relationTargetObjectMetadataUniversalIdentifier:
STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.person.universalIdentifier,
relationTargetFieldMetadataUniversalIdentifier: SELF_HOSTING_USER_REVERSE_FIELD_ID,
universalSettings: {
relationType: RelationType.MANY_TO_ONE,
onDelete: OnDeleteAction.SET_NULL,
joinColumnName: 'personId',
},
});
```
#### Relation field properties
| Property | Required | Description |
|----------|----------|-------------|
| `type` | Yes | Must be `FieldType.RELATION` |
| `relationTargetObjectMetadataUniversalIdentifier` | Yes | The `universalIdentifier` of the target object |
| `relationTargetFieldMetadataUniversalIdentifier` | Yes | The `universalIdentifier` of the matching field on the target object |
| `universalSettings.relationType` | Yes | `RelationType.MANY_TO_ONE` or `RelationType.ONE_TO_MANY` |
| `universalSettings.onDelete` | MANY_TO_ONE only | What happens when the referenced record is deleted: `CASCADE`, `SET_NULL`, `RESTRICT`, or `NO_ACTION` |
| `universalSettings.joinColumnName` | MANY_TO_ONE only | Database column name for the foreign key (e.g., `postCardId`) |
#### Inline relation fields in defineObject
You can also define relation fields directly inside `defineObject()`. In that case, omit `objectUniversalIdentifier` — it's inherited from the parent object:
```ts
export default defineObject({
universalIdentifier: '...',
nameSingular: 'postCardRecipient',
// ...
fields: [
{
universalIdentifier: POST_CARD_FIELD_ID,
type: FieldType.RELATION,
name: 'postCard',
label: 'Post Card',
relationTargetObjectMetadataUniversalIdentifier: POST_CARD_UNIVERSAL_IDENTIFIER,
relationTargetFieldMetadataUniversalIdentifier: POST_CARD_RECIPIENTS_FIELD_ID,
universalSettings: {
relationType: RelationType.MANY_TO_ONE,
onDelete: OnDeleteAction.CASCADE,
joinColumnName: 'postCardId',
},
},
// ... other fields
],
});
```
</Accordion>
</AccordionGroup>
## Scaffolding entities with `yarn twenty add`
Instead of creating entity files by hand, you can use the interactive scaffolder:
```bash filename="Terminal"
yarn twenty add
```
This prompts you to pick an entity type and walks you through the required fields. It generates a ready-to-use file with a stable `universalIdentifier` and the correct `defineEntity()` call.
You can also pass the entity type directly to skip the first prompt:
```bash filename="Terminal"
yarn twenty add object
yarn twenty add logicFunction
yarn twenty add frontComponent
```
### Available entity types
| Entity type | Command | Generated file |
|-------------|---------|----------------|
| Object | `yarn twenty add object` | `src/objects/<name>.ts` |
| Field | `yarn twenty add field` | `src/fields/<name>.ts` |
| Logic function | `yarn twenty add logicFunction` | `src/logic-functions/<name>.ts` |
| Front component | `yarn twenty add frontComponent` | `src/front-components/<name>.tsx` |
| Role | `yarn twenty add role` | `src/roles/<name>.ts` |
| Skill | `yarn twenty add skill` | `src/skills/<name>.ts` |
| Agent | `yarn twenty add agent` | `src/agents/<name>.ts` |
| View | `yarn twenty add view` | `src/views/<name>.ts` |
| Navigation menu item | `yarn twenty add navigationMenuItem` | `src/navigation-menu-items/<name>.ts` |
| Page layout | `yarn twenty add pageLayout` | `src/page-layouts/<name>.ts` |
### What the scaffolder generates
Each entity type has its own template. For example, `yarn twenty add object` asks for:
1. **Name (singular)** — e.g., `invoice`
2. **Name (plural)** — e.g., `invoices`
3. **Label (singular)** — auto-populated from the name (e.g., `Invoice`)
4. **Label (plural)** — auto-populated (e.g., `Invoices`)
5. **Create a view and navigation item?** — if you answer yes, the scaffolder also generates a matching view and sidebar link for the new object.
Other entity types have simpler prompts — most only ask for a name.
The `field` entity type is more detailed: it asks for the field name, label, type (from a list of all available field types like `TEXT`, `NUMBER`, `SELECT`, `RELATION`, etc.), and the target object's `universalIdentifier`.
### Custom output path
Use the `--path` flag to place the generated file in a custom location:
```bash filename="Terminal"
yarn twenty add logicFunction --path src/custom-folder
```
@@ -0,0 +1,421 @@
---
title: Front Components
description: Build React components that render inside Twenty's UI with sandboxed isolation.
icon: "window-maximize"
---
<Warning>
Apps are currently in alpha. The feature works but is still evolving.
</Warning>
Front components are React components that render directly inside Twenty's UI. They run in an **isolated Web Worker** using Remote DOM — your code is sandboxed but renders natively in the page, not in an iframe.
## Where front components can be used
Front components can render in two locations within Twenty:
- **Side panel** — Non-headless front components open in the right-hand side panel. This is the default behavior when a front component is triggered from the command menu.
- **Widgets (dashboards and record pages)** — Front components can be embedded as widgets inside page layouts. When configuring a dashboard or a record page layout, users can add a front component widget.
## Basic example
The quickest way to see a front component in action is to register it as a **command**. Adding a `command` field with `isPinned: true` makes it appear as a quick-action button in the top-right corner of the page — no page layout needed:
```tsx src/front-components/hello-world.tsx
import { defineFrontComponent } from 'twenty-sdk';
const HelloWorld = () => {
return (
<div style={{ padding: '20px', fontFamily: 'sans-serif' }}>
<h1>Hello from my app!</h1>
<p>This component renders inside Twenty.</p>
</div>
);
};
export default defineFrontComponent({
universalIdentifier: '74c526eb-cb68-4cf7-b05c-0dd8c288d948',
name: 'hello-world',
description: 'A simple front component',
component: HelloWorld,
command: {
universalIdentifier: 'd4e5f6a7-b8c9-0123-defa-456789012345',
shortLabel: 'Hello',
label: 'Hello World',
icon: 'IconBolt',
isPinned: true,
availabilityType: 'GLOBAL',
},
});
```
After syncing with `yarn twenty dev` (or running a one-shot `yarn twenty dev --once`), the quick action appears in the top-right corner of the page:
<div style={{textAlign: 'center'}}>
<img src="/images/docs/developers/extends/apps/quick-action.png" alt="Quick action button in the top-right corner" />
</div>
Click it to render the component inline.
## Configuration fields
| Field | Required | Description |
|-------|----------|-------------|
| `universalIdentifier` | Yes | Stable unique ID for this component |
| `component` | Yes | A React component function |
| `name` | No | Display name |
| `description` | No | Description of what the component does |
| `isHeadless` | No | Set to `true` if the component has no visible UI (see below) |
| `command` | No | Register the component as a command (see [command options](#command-options) below) |
## Placing a front component on a page
Beyond commands, you can embed a front component directly into a record page by adding it as a widget in a **page layout**. See the [definePageLayout](/developers/extend/apps/skills-and-agents#definepagelayout) section for details.
## Headless vs non-headless
Front components come in two rendering modes controlled by the `isHeadless` option:
**Non-headless (default)** — The component renders a visible UI. When triggered from the command menu it opens in the side panel. This is the default behavior when `isHeadless` is `false` or omitted.
**Headless (`isHeadless: true`)** — The component mounts invisibly in the background. It does not open the side panel. Headless components are designed for actions that execute logic and then unmount themselves — for example, running an async task, navigating to a page, or showing a confirmation modal. They pair naturally with the SDK Command components described below.
```tsx src/front-components/sync-tracker.tsx
import { defineFrontComponent, useRecordId, enqueueSnackbar } from 'twenty-sdk';
import { useEffect } from 'react';
const SyncTracker = () => {
const recordId = useRecordId();
useEffect(() => {
enqueueSnackbar({ message: `Tracking record ${recordId}`, variant: 'info' });
}, [recordId]);
return null;
};
export default defineFrontComponent({
universalIdentifier: '...',
name: 'sync-tracker',
description: 'Tracks record views silently',
isHeadless: true,
component: SyncTracker,
});
```
Because the component returns `null`, Twenty skips rendering a container for it — no empty space appears in the layout. The component still has access to all hooks and the host communication API.
## SDK Command components
The `twenty-sdk` package provides four Command helper components designed for headless front components. Each component executes an action on mount, handles errors by showing a snackbar notification, and automatically unmounts the front component when done.
Import them from `twenty-sdk/command`:
- **`Command`** — Runs an async callback via the `execute` prop.
- **`CommandLink`** — Navigates to an app path. Props: `to`, `params`, `queryParams`, `options`.
- **`CommandModal`** — Opens a confirmation modal. If the user confirms, executes the `execute` callback. Props: `title`, `subtitle`, `execute`, `confirmButtonText`, `confirmButtonAccent`.
- **`CommandOpenSidePanelPage`** — Opens a specific side panel page. Props: `page`, `pageTitle`, `pageIcon`.
Here is a full example of a headless front component using `Command` to run an action from the command menu:
```tsx src/front-components/run-action.tsx
import { defineFrontComponent } from 'twenty-sdk';
import { Command } from 'twenty-sdk/command';
import { CoreApiClient } from 'twenty-sdk/clients';
const RunAction = () => {
const execute = async () => {
const client = new CoreApiClient();
await client.mutation({
createTask: {
__args: { data: { title: 'Created by my app' } },
id: true,
},
});
};
return <Command execute={execute} />;
};
export default defineFrontComponent({
universalIdentifier: 'e5f6a7b8-c9d0-1234-efab-345678901234',
name: 'run-action',
description: 'Creates a task from the command menu',
component: RunAction,
isHeadless: true,
command: {
universalIdentifier: 'f6a7b8c9-d0e1-2345-fabc-456789012345',
label: 'Run my action',
icon: 'IconPlayerPlay',
},
});
```
And an example using `CommandModal` to ask for confirmation before executing:
```tsx src/front-components/delete-draft.tsx
import { defineFrontComponent } from 'twenty-sdk';
import { CommandModal } from 'twenty-sdk/command';
const DeleteDraft = () => {
const execute = async () => {
// perform the deletion
};
return (
<CommandModal
title="Delete draft?"
subtitle="This action cannot be undone."
execute={execute}
confirmButtonText="Delete"
confirmButtonAccent="danger"
/>
);
};
export default defineFrontComponent({
universalIdentifier: 'a7b8c9d0-e1f2-3456-abcd-567890123456',
name: 'delete-draft',
description: 'Deletes a draft with confirmation',
component: DeleteDraft,
isHeadless: true,
command: {
universalIdentifier: 'b8c9d0e1-f2a3-4567-bcde-678901234567',
label: 'Delete draft',
icon: 'IconTrash',
},
});
```
## Accessing runtime context
Inside your component, use SDK hooks to access the current user, record, and component instance:
```tsx src/front-components/record-info.tsx
import {
defineFrontComponent,
useUserId,
useRecordId,
useFrontComponentId,
} from 'twenty-sdk';
const RecordInfo = () => {
const userId = useUserId();
const recordId = useRecordId();
const componentId = useFrontComponentId();
return (
<div>
<p>User: {userId}</p>
<p>Record: {recordId ?? 'No record context'}</p>
<p>Component: {componentId}</p>
</div>
);
};
export default defineFrontComponent({
universalIdentifier: 'b2c3d4e5-f6a7-8901-bcde-f23456789012',
name: 'record-info',
component: RecordInfo,
});
```
Available hooks:
| Hook | Returns | Description |
|------|---------|-------------|
| `useUserId()` | `string` or `null` | The current user's ID |
| `useRecordId()` | `string` or `null` | The current record's ID (when placed on a record page) |
| `useFrontComponentId()` | `string` | This component instance's ID |
| `useFrontComponentExecutionContext(selector)` | varies | Access the full execution context with a selector function |
## Host communication API
Front components can trigger navigation, modals, and notifications using functions from `twenty-sdk`:
| Function | Description |
|----------|-------------|
| `navigate(to, params?, queryParams?, options?)` | Navigate to a page in the app |
| `openSidePanelPage(params)` | Open a side panel |
| `closeSidePanel()` | Close the side panel |
| `openCommandConfirmationModal(params)` | Show a confirmation dialog |
| `enqueueSnackbar(params)` | Show a toast notification |
| `unmountFrontComponent()` | Unmount the component |
| `updateProgress(progress)` | Update a progress indicator |
Here is an example that uses the host API to show a snackbar and close the side panel after an action completes:
```tsx src/front-components/archive-record.tsx
import { defineFrontComponent, useRecordId } from 'twenty-sdk';
import { enqueueSnackbar, closeSidePanel } from 'twenty-sdk';
import { CoreApiClient } from 'twenty-sdk/clients';
const ArchiveRecord = () => {
const recordId = useRecordId();
const handleArchive = async () => {
const client = new CoreApiClient();
await client.mutation({
updateTask: {
__args: { id: recordId, data: { status: 'ARCHIVED' } },
id: true,
},
});
await enqueueSnackbar({
message: 'Record archived',
variant: 'success',
});
await closeSidePanel();
};
return (
<div style={{ padding: '20px' }}>
<p>Archive this record?</p>
<button onClick={handleArchive}>Archive</button>
</div>
);
};
export default defineFrontComponent({
universalIdentifier: 'c9d0e1f2-a3b4-5678-cdef-789012345678',
name: 'archive-record',
description: 'Archives the current record',
component: ArchiveRecord,
});
```
## Command options
Adding a `command` field to `defineFrontComponent` registers the component in the command menu (Cmd+K). If `isPinned` is `true`, it also appears as a quick-action button in the top-right corner of the page.
| Field | Required | Description |
|-------|----------|-------------|
| `universalIdentifier` | Yes | Stable unique ID for the command |
| `label` | Yes | Full label shown in the command menu (Cmd+K) |
| `shortLabel` | No | Shorter label displayed on the pinned quick-action button |
| `icon` | No | Icon name displayed next to the label (e.g. `'IconBolt'`, `'IconSend'`) |
| `isPinned` | No | When `true`, shows the command as a quick-action button in the top-right corner of the page |
| `availabilityType` | No | Controls where the command appears: `'GLOBAL'` (always available), `'RECORD_SELECTION'` (only when records are selected), or `'FALLBACK'` (shown when no other commands match) |
| `availabilityObjectUniversalIdentifier` | No | Restrict the command to pages of a specific object type (e.g. only on Company records) |
| `conditionalAvailabilityExpression` | No | A boolean expression to dynamically control whether the command is visible (see below) |
## Conditional availability expressions
The `conditionalAvailabilityExpression` field lets you control when a command is visible based on the current page context. Import typed variables and operators from `twenty-sdk` to build expressions:
```tsx
import {
defineFrontComponent,
pageType,
numberOfSelectedRecords,
objectPermissions,
everyEquals,
isDefined,
} from 'twenty-sdk';
export default defineFrontComponent({
universalIdentifier: '...',
name: 'bulk-action',
component: BulkAction,
command: {
universalIdentifier: '...',
label: 'Bulk Update',
availabilityType: 'RECORD_SELECTION',
conditionalAvailabilityExpression: everyEquals(
objectPermissions,
'canUpdateObjectRecords',
true,
),
},
});
```
**Context variables** — these represent the current state of the page:
| Variable | Type | Description |
|----------|------|-------------|
| `pageType` | `string` | Current page type (e.g. `'RecordIndexPage'`, `'RecordShowPage'`) |
| `isInSidePanel` | `boolean` | Whether the component is rendered in a side panel |
| `numberOfSelectedRecords` | `number` | Number of currently selected records |
| `isSelectAll` | `boolean` | Whether "select all" is active |
| `selectedRecords` | `array` | The selected record objects |
| `favoriteRecordIds` | `array` | IDs of favorited records |
| `objectPermissions` | `object` | Permissions for the current object type |
| `targetObjectReadPermissions` | `object` | Read permissions for the target object |
| `targetObjectWritePermissions` | `object` | Write permissions for the target object |
| `featureFlags` | `object` | Active feature flags |
| `objectMetadataItem` | `object` | Metadata of the current object type |
| `hasAnySoftDeleteFilterOnView` | `boolean` | Whether the current view has a soft-delete filter |
**Operators** — combine variables into boolean expressions:
| Operator | Description |
|----------|-------------|
| `isDefined(value)` | `true` if the value is not null/undefined |
| `isNonEmptyString(value)` | `true` if the value is a non-empty string |
| `includes(array, value)` | `true` if the array contains the value |
| `includesEvery(array, prop, value)` | `true` if every item's property includes the value |
| `every(array, prop)` | `true` if the property is truthy on every item |
| `everyDefined(array, prop)` | `true` if the property is defined on every item |
| `everyEquals(array, prop, value)` | `true` if the property equals the value on every item |
| `some(array, prop)` | `true` if the property is truthy on at least one item |
| `someDefined(array, prop)` | `true` if the property is defined on at least one item |
| `someEquals(array, prop, value)` | `true` if the property equals the value on at least one item |
| `someNonEmptyString(array, prop)` | `true` if the property is a non-empty string on at least one item |
| `none(array, prop)` | `true` if the property is falsy on every item |
| `noneDefined(array, prop)` | `true` if the property is undefined on every item |
| `noneEquals(array, prop, value)` | `true` if the property does not equal the value on any item |
## Public assets
Front components can access files from the app's `public/` directory using `getPublicAssetUrl`:
```tsx
import { defineFrontComponent, getPublicAssetUrl } from 'twenty-sdk';
const Logo = () => <img src={getPublicAssetUrl('logo.png')} alt="Logo" />;
export default defineFrontComponent({
universalIdentifier: '...',
name: 'logo',
component: Logo,
});
```
See the [public assets section](/developers/extend/apps/cli-and-testing#public-assets-public-folder) for details.
## Styling
Front components support multiple styling approaches. You can use:
- **Inline styles** — `style={{ color: 'red' }}`
- **Twenty UI components** — import from `twenty-sdk/ui` (Button, Tag, Status, Chip, Avatar, and more)
- **Emotion** — CSS-in-JS with `@emotion/react`
- **Styled-components** — `styled.div` patterns
- **Tailwind CSS** — utility classes
- **Any CSS-in-JS library** compatible with React
```tsx
import { defineFrontComponent } from 'twenty-sdk';
import { Button, Tag, Status } from 'twenty-sdk/ui';
const StyledWidget = () => {
return (
<div style={{ padding: '16px', display: 'flex', gap: '8px' }}>
<Button title="Click me" onClick={() => alert('Clicked!')} />
<Tag text="Active" color="green" />
<Status color="green" text="Online" />
</div>
);
};
export default defineFrontComponent({
universalIdentifier: 'e5f6a7b8-c9d0-1234-efab-567890123456',
name: 'styled-widget',
component: StyledWidget,
});
```
@@ -1,5 +1,6 @@
---
title: Getting Started
icon: "rocket"
description: Create your first Twenty app in minutes.
---
@@ -0,0 +1,565 @@
---
title: Logic Functions
description: Define server-side TypeScript functions with HTTP, cron, and database event triggers.
icon: "bolt"
---
<Warning>
Apps are currently in alpha. The feature works but is still evolving.
</Warning>
Logic functions are server-side TypeScript functions that run on the Twenty platform. They can be triggered by HTTP requests, cron schedules, or database events — and can also be exposed as tools for AI agents.
<AccordionGroup>
<Accordion title="defineLogicFunction" description="Define logic functions and their triggers">
Each function file uses `defineLogicFunction()` to export a configuration with a handler and optional triggers.
```ts src/logic-functions/createPostCard.logic-function.ts
import { defineLogicFunction } from 'twenty-sdk';
import type { DatabaseEventPayload, ObjectRecordCreateEvent, CronPayload, RoutePayload } from 'twenty-sdk';
import { CoreApiClient, type Person } from 'twenty-client-sdk/core';
const handler = async (params: RoutePayload) => {
const client = new CoreApiClient();
const name = 'name' in params.queryStringParameters
? params.queryStringParameters.name ?? process.env.DEFAULT_RECIPIENT_NAME ?? 'Hello world'
: 'Hello world';
const result = await client.mutation({
createPostCard: {
__args: { data: { name } },
id: true,
name: true,
},
});
return result;
};
export default defineLogicFunction({
universalIdentifier: 'e56d363b-0bdc-4d8a-a393-6f0d1c75bdcf',
name: 'create-new-post-card',
timeoutSeconds: 2,
handler,
httpRouteTriggerSettings: {
path: '/post-card/create',
httpMethod: 'GET',
isAuthRequired: true,
},
/*databaseEventTriggerSettings: {
eventName: 'people.created',
},*/
/*cronTriggerSettings: {
pattern: '0 0 1 1 *',
},*/
});
```
Available trigger types:
- **httpRoute**: Exposes your function on an HTTP path and method **under the `/s/` endpoint**:
> e.g. `path: '/post-card/create'` is callable at `https://your-twenty-server.com/s/post-card/create`
- **cron**: Runs your function on a schedule using a CRON expression.
- **databaseEvent**: Runs on workspace object lifecycle events. When the event operation is `updated`, specific fields to listen to can be specified in the `updatedFields` array. If left undefined or empty, any update will trigger the function.
> e.g. `person.updated`, `*.created`, `company.*`
<Note>
You can also manually execute a function using the CLI:
```bash filename="Terminal"
yarn twenty exec -n create-new-post-card -p '{"key": "value"}'
```
```bash filename="Terminal"
yarn twenty exec -y e56d363b-0bdc-4d8a-a393-6f0d1c75bdcf
```
You can watch logs with:
```bash filename="Terminal"
yarn twenty logs
```
</Note>
#### Route trigger payload
When a route trigger invokes your logic function, it receives a `RoutePayload` object that follows the
[AWS HTTP API v2 format](https://docs.aws.amazon.com/apigateway/latest/developerguide/http-api-develop-integrations-lambda.html).
Import the `RoutePayload` type from `twenty-sdk`:
```ts
import { defineLogicFunction, type RoutePayload } from 'twenty-sdk';
const handler = async (event: RoutePayload) => {
const { headers, queryStringParameters, pathParameters, body } = event;
const { method, path } = event.requestContext.http;
return { message: 'Success' };
};
```
The `RoutePayload` type has the following structure:
| Property | Type | Description | Example |
|----------|------|-------------|---------|
| `headers` | `Record<string, string \| undefined>` | HTTP headers (only those listed in `forwardedRequestHeaders`) | see section below |
| `queryStringParameters` | `Record<string, string \| undefined>` | Query string parameters (multiple values joined with commas) | `/users?ids=1&ids=2&ids=3&name=Alice` -> `{ ids: '1,2,3', name: 'Alice' }`|
| `pathParameters` | `Record<string, string \| undefined>` | Path parameters extracted from the route pattern | `/users/:id`, `/users/123` -> `{ id: '123' }` |
| `body` | `object \| null` | Parsed request body (JSON) | `{ id: 1 }` -> `{ id: 1 }` |
| `isBase64Encoded` | `boolean` | Whether the body is base64 encoded | |
| `requestContext.http.method` | `string` | HTTP method (GET, POST, PUT, PATCH, DELETE) | |
| `requestContext.http.path` | `string` | Raw request path | |
#### forwardedRequestHeaders
By default, HTTP headers from incoming requests are **not** passed to your logic function for security reasons.
To access specific headers, list them in the `forwardedRequestHeaders` array:
```ts
export default defineLogicFunction({
universalIdentifier: 'e56d363b-0bdc-4d8a-a393-6f0d1c75bdcf',
name: 'webhook-handler',
handler,
httpRouteTriggerSettings: {
path: '/webhook',
httpMethod: 'POST',
isAuthRequired: false,
forwardedRequestHeaders: ['x-webhook-signature', 'content-type'],
},
});
```
In your handler, access the forwarded headers like this:
```ts
const handler = async (event: RoutePayload) => {
const signature = event.headers['x-webhook-signature'];
const contentType = event.headers['content-type'];
// Validate webhook signature...
return { received: true };
};
```
<Note>
Header names are normalized to lowercase. Access them using lowercase keys (e.g., `event.headers['content-type']`).
</Note>
#### Exposing a function as a tool
Logic functions can be exposed as **tools** for AI agents and workflows. When marked as a tool, a function becomes discoverable by Twenty's AI features and can be used in workflow automations.
To mark a logic function as a tool, set `isTool: true`:
```ts src/logic-functions/enrich-company.logic-function.ts
import { defineLogicFunction } from 'twenty-sdk';
import { CoreApiClient } from 'twenty-client-sdk/core';
const handler = async (params: { companyName: string; domain?: string }) => {
const client = new CoreApiClient();
const result = await client.mutation({
createTask: {
__args: {
data: {
title: `Enrich data for ${params.companyName}`,
body: `Domain: ${params.domain ?? 'unknown'}`,
},
},
id: true,
},
});
return { taskId: result.createTask.id };
};
export default defineLogicFunction({
universalIdentifier: 'f47ac10b-58cc-4372-a567-0e02b2c3d479',
name: 'enrich-company',
description: 'Enrich a company record with external data',
timeoutSeconds: 10,
handler,
isTool: true,
});
```
Key points:
- You can combine `isTool` with triggers — a function can be both a tool (callable by AI agents) and triggered by events at the same time.
- **`toolInputSchema`** (optional): A JSON Schema object describing the parameters your function accepts. The schema is computed automatically from source code static analysis, but you can set it explicitly:
```ts
export default defineLogicFunction({
...,
toolInputSchema: {
type: 'object',
properties: {
companyName: {
type: 'string',
description: 'The name of the company to enrich',
},
domain: {
type: 'string',
description: 'The company website domain (optional)',
},
},
required: ['companyName'],
},
});
```
<Note>
**Write a good `description`.** AI agents rely on the function's `description` field to decide when to use the tool. Be specific about what the tool does and when it should be called.
</Note>
</Accordion>
<Accordion title="definePostInstallLogicFunction" description="Define a post-install logic function (one per app)">
A post-install function is a logic function that runs automatically once your app has finished installing on a workspace. The server executes it **after** the app's metadata has been synchronized and the SDK client has been generated, so the workspace is fully ready to use and the new schema is in place. Typical use cases include seeding default data, creating initial records, configuring workspace settings, or provisioning resources on third-party services.
```ts src/logic-functions/post-install.ts
import { definePostInstallLogicFunction, type InstallPayload } from 'twenty-sdk';
const handler = async (payload: InstallPayload): Promise<void> => {
console.log('Post install logic function executed successfully!', payload.previousVersion);
};
export default definePostInstallLogicFunction({
universalIdentifier: 'f7a2b9c1-3d4e-5678-abcd-ef9876543210',
name: 'post-install',
description: 'Runs after installation to set up the application.',
timeoutSeconds: 300,
shouldRunOnVersionUpgrade: false,
shouldRunSynchronously: false,
handler,
});
```
You can also manually execute the post-install function at any time using the CLI:
```bash filename="Terminal"
yarn twenty exec --postInstall
```
Key points:
- Post-install functions use `definePostInstallLogicFunction()` — a specialized variant that omits trigger settings (`cronTriggerSettings`, `databaseEventTriggerSettings`, `httpRouteTriggerSettings`, `isTool`).
- The handler receives an `InstallPayload` with `{ previousVersion?: string; newVersion: string }` — `newVersion` is the version being installed, and `previousVersion` is the version that was previously installed (or `undefined` on a fresh install). Use these values to distinguish fresh installs from upgrades and to run version-specific migration logic.
- **When the hook runs**: on fresh installs only, by default. Pass `shouldRunOnVersionUpgrade: true` if you also want it to run when the app is upgraded from a previous version. When omitted, the flag defaults to `false` and upgrades skip the hook.
- **Execution model — async by default, sync opt-in**: the `shouldRunSynchronously` flag controls *how* post-install is executed.
- `shouldRunSynchronously: false` *(default)* — the hook is **enqueued on the message queue** with `retryLimit: 3` and runs asynchronously in a worker. The install response returns as soon as the job is enqueued, so a slow or failing handler does not block the caller. The worker will retry up to three times. **Use this for long-running jobs** — seeding large datasets, calling slow third-party APIs, provisioning external resources, anything that might exceed a reasonable HTTP response window.
- `shouldRunSynchronously: true` — the hook is executed **inline during the install flow** (same executor as pre-install). The install request blocks until the handler finishes, and if it throws, the install caller receives a `POST_INSTALL_ERROR`. No automatic retries. **Use this for fast, must-complete-before-response work** — for example, emitting a validation error to the user, or quick setup that the client will rely on immediately after the install call returns. Keep in mind the metadata migration has already been applied by the time post-install runs, so a sync-mode failure does **not** roll back the schema changes — it only surfaces the error.
- Make sure your handler is idempotent. In async mode the queue may retry up to three times; in either mode the hook may run again on upgrades when `shouldRunOnVersionUpgrade: true`.
- The environment variables `APPLICATION_ID`, `APP_ACCESS_TOKEN`, and `API_URL` are available inside the handler (same as any other logic function), so you can call the Twenty API with an application access token scoped to your app.
- Only one post-install function is allowed per application. The manifest build will error if more than one is detected.
- The function's `universalIdentifier`, `shouldRunOnVersionUpgrade`, and `shouldRunSynchronously` are automatically attached to the application manifest under the `postInstallLogicFunction` field during the build — you do not need to reference them in `defineApplication()`.
- The default timeout is set to 300 seconds (5 minutes) to allow for longer setup tasks like data seeding.
- **Not executed in dev mode**: when an app is registered locally (via `yarn twenty dev`), the server skips the install flow entirely and syncs files directly through the CLI watcher — so post-install never runs in dev mode, regardless of `shouldRunSynchronously`. Use `yarn twenty exec --postInstall` to trigger it manually against a running workspace.
</Accordion>
<Accordion title="definePreInstallLogicFunction" description="Define a pre-install logic function (one per app)">
A pre-install function is a logic function that runs automatically during installation, **before the workspace metadata migration is applied**. It shares the same payload shape as post-install (`InstallPayload`), but it is positioned earlier in the install flow so it can prepare state that the upcoming migration depends on — typical uses include backing up data, validating compatibility with the new schema, or archiving records that are about to be restructured or dropped.
```ts src/logic-functions/pre-install.ts
import { definePreInstallLogicFunction, type InstallPayload } from 'twenty-sdk';
const handler = async (payload: InstallPayload): Promise<void> => {
console.log('Pre install logic function executed successfully!', payload.previousVersion);
};
export default definePreInstallLogicFunction({
universalIdentifier: 'a1b2c3d4-5678-90ab-cdef-1234567890ab',
name: 'pre-install',
description: 'Runs before installation to prepare the application.',
timeoutSeconds: 300,
shouldRunOnVersionUpgrade: true,
handler,
});
```
You can also manually execute the pre-install function at any time using the CLI:
```bash filename="Terminal"
yarn twenty exec --preInstall
```
Key points:
- Pre-install functions use `definePreInstallLogicFunction()` — same specialized config as post-install, just attached to a different lifecycle slot.
- Both pre- and post-install handlers receive the same `InstallPayload` type: `{ previousVersion?: string; newVersion: string }`. Import it once and reuse it for both hooks.
- **When the hook runs**: positioned just before the workspace metadata migration (`synchronizeFromManifest`). Before executing, the server runs a purely additive "pared-down sync" that registers the **new** version's pre-install function in the workspace metadata — nothing else is touched — and then executes it. Because this sync is additive-only, the previous version's objects, fields, and data are still intact when your handler runs: you can safely read and back up pre-migration state.
- **Execution model**: pre-install is executed **synchronously** and **blocks the install**. If the handler throws, the install is aborted before any schema changes are applied — the workspace stays on the previous version in a consistent state. This is intentional: pre-install is your last chance to refuse a risky upgrade.
- As with post-install, only one pre-install function is allowed per application. It is attached to the application manifest under `preInstallLogicFunction` automatically during the build.
- **Not executed in dev mode**: same as post-install — the install flow is skipped entirely for locally-registered apps, so pre-install never runs under `yarn twenty dev`. Use `yarn twenty exec --preInstall` to trigger it manually.
</Accordion>
<Accordion title="Pre-install vs post-install: when to use which" description="Choosing the right install hook">
Both hooks are part of the same install flow and receive the same `InstallPayload`. The difference is **when** they run relative to the workspace metadata migration, and that changes what data they can safely touch.
```
┌─────────────────────────────────────────────────────────────┐
│ install flow │
│ │
│ upload package → [pre-install] → metadata migration → │
│ generate SDK → [post-install] │
│ │
│ old schema visible new schema visible │
└─────────────────────────────────────────────────────────────┘
```
Pre-install is always **synchronous** (it blocks the install and can abort it). Post-install is **asynchronous by default** — enqueued on a worker with automatic retries — but can opt into synchronous execution with `shouldRunSynchronously: true`. See the `definePostInstallLogicFunction` accordion above for when to use each mode.
**Use `post-install` for anything that needs the new schema to exist.** This is the common case:
- Seeding default data (creating initial records, default views, demo content) against newly-added objects and fields.
- Registering webhooks with third-party services now that the app has its credentials.
- Calling your own API to finish setup that depends on the synchronized metadata.
- Idempotent "ensure this exists" logic that should reconcile state on every upgrade — combine with `shouldRunOnVersionUpgrade: true`.
Example — seed a default `PostCard` record after install:
```ts src/logic-functions/post-install.ts
import { definePostInstallLogicFunction, type InstallPayload } from 'twenty-sdk';
import { createClient } from './generated/client';
const handler = async ({ previousVersion }: InstallPayload): Promise<void> => {
if (previousVersion) return; // fresh installs only
const client = createClient();
await client.postCard.create({
data: { title: 'Welcome to Postcard', content: 'Your first card!' },
});
};
export default definePostInstallLogicFunction({
universalIdentifier: 'f7a2b9c1-3d4e-5678-abcd-ef9876543210',
name: 'post-install',
description: 'Seeds a welcome post card after install.',
timeoutSeconds: 300,
shouldRunOnVersionUpgrade: false,
handler,
});
```
**Use `pre-install` when a migration would otherwise destroy or corrupt existing data.** Because pre-install runs against the *previous* schema and its failure rolls back the upgrade, it is the right place for anything risky:
- **Backing up data that is about to be dropped or restructured** — e.g. you are removing a field in v2 and need to copy its values into another field or export them to storage before the migration runs.
- **Archiving records that a new constraint would invalidate** — e.g. a field is becoming `NOT NULL` and you need to delete or fix rows with null values first.
- **Validating compatibility and refusing the upgrade if the current data cannot be migrated cleanly** — throw from the handler and the install aborts with no changes applied. This is safer than discovering the incompatibility mid-migration.
- **Renaming or rekeying data** ahead of a schema change that would lose the association.
Example — archive records before a destructive migration:
```ts src/logic-functions/pre-install.ts
import { definePreInstallLogicFunction, type InstallPayload } from 'twenty-sdk';
import { createClient } from './generated/client';
const handler = async ({ previousVersion, newVersion }: InstallPayload): Promise<void> => {
// Only the 1.x → 2.x upgrade drops the legacy `notes` field.
if (!previousVersion?.startsWith('1.') || !newVersion.startsWith('2.')) {
return;
}
const client = createClient();
const legacyRecords = await client.postCard.findMany({
where: { notes: { isNotNull: true } },
});
if (legacyRecords.length === 0) return;
// Copy legacy `notes` into the new `description` field before the migration
// drops the `notes` column. If this fails, the upgrade is aborted and the
// workspace stays on v1 with all data intact.
await Promise.all(
legacyRecords.map((record) =>
client.postCard.update({
where: { id: record.id },
data: { description: record.notes },
}),
),
);
};
export default definePreInstallLogicFunction({
universalIdentifier: 'a1b2c3d4-5678-90ab-cdef-1234567890ab',
name: 'pre-install',
description: 'Backs up legacy notes into description before the v2 migration.',
timeoutSeconds: 300,
shouldRunOnVersionUpgrade: true,
handler,
});
```
**Rule of thumb:**
| You want to... | Use |
|---|---|
| Seed default data, configure the workspace, register external resources | `post-install` |
| Run long-running seeding or third-party calls that shouldn't block the install response | `post-install` (default — `shouldRunSynchronously: false`, with worker retries) |
| Run fast setup that the caller will rely on immediately after the install call returns | `post-install` with `shouldRunSynchronously: true` |
| Read or back up data that the upcoming migration would lose | `pre-install` |
| Reject an upgrade that would corrupt existing data | `pre-install` (throw from the handler) |
| Run reconciliation on every upgrade | `post-install` with `shouldRunOnVersionUpgrade: true` |
| Do one-off setup on the first install only | `post-install` with `shouldRunOnVersionUpgrade: false` (default) |
<Note>
If in doubt, default to **post-install**. Only reach for pre-install when the migration itself is destructive and you need to intercept the previous state before it is gone.
</Note>
</Accordion>
</AccordionGroup>
## Typed API clients (twenty-client-sdk)
The `twenty-client-sdk` package provides two typed GraphQL clients for interacting with the Twenty API from your logic functions and front components.
| Client | Import | Endpoint | Generated? |
|--------|--------|----------|------------|
| `CoreApiClient` | `twenty-client-sdk/core` | `/graphql` — workspace data (records, objects) | Yes, at dev/build time |
| `MetadataApiClient` | `twenty-client-sdk/metadata` | `/metadata` — workspace config, file uploads | No, ships pre-built |
<AccordionGroup>
<Accordion title="CoreApiClient" description="Query and mutate workspace data (records, objects)">
`CoreApiClient` is the main client for querying and mutating workspace data. It is **generated from your workspace schema** during `yarn twenty dev` or `yarn twenty build`, so it is fully typed to match your objects and fields.
```ts
import { CoreApiClient } from 'twenty-client-sdk/core';
const client = new CoreApiClient();
// Query records
const { companies } = await client.query({
companies: {
edges: {
node: {
id: true,
name: true,
domainName: {
primaryLinkLabel: true,
primaryLinkUrl: true,
},
},
},
},
});
// Create a record
const { createCompany } = await client.mutation({
createCompany: {
__args: {
data: {
name: 'Acme Corp',
},
},
id: true,
name: true,
},
});
```
The client uses a selection-set syntax: pass `true` to include a field, use `__args` for arguments, and nest objects for relations. You get full autocompletion and type checking based on your workspace schema.
<Note>
**CoreApiClient is generated at dev/build time.** If you use it without running `yarn twenty dev` or `yarn twenty build` first, it throws an error. The generation happens automatically — the CLI introspects your workspace's GraphQL schema and generates a typed client using `@genql/cli`.
</Note>
#### Using CoreSchema for type annotations
`CoreSchema` provides TypeScript types matching your workspace objects — useful for typing component state or function parameters:
```ts
import { CoreApiClient, CoreSchema } from 'twenty-client-sdk/core';
import { useState } from 'react';
const [company, setCompany] = useState<
Pick<CoreSchema.Company, 'id' | 'name'> | undefined
>(undefined);
const client = new CoreApiClient();
const result = await client.query({
company: {
__args: { filter: { position: { eq: 1 } } },
id: true,
name: true,
},
});
setCompany(result.company);
```
</Accordion>
<Accordion title="MetadataApiClient" description="Workspace config, applications, and file uploads">
`MetadataApiClient` ships pre-built with the SDK (no generation required). It queries the `/metadata` endpoint for workspace configuration, applications, and file uploads.
```ts
import { MetadataApiClient } from 'twenty-client-sdk/metadata';
const metadataClient = new MetadataApiClient();
// List first 10 objects in the workspace
const { objects } = await metadataClient.query({
objects: {
edges: {
node: {
id: true,
nameSingular: true,
namePlural: true,
labelSingular: true,
isCustom: true,
},
},
__args: {
filter: {},
paging: { first: 10 },
},
},
});
```
#### Uploading files
`MetadataApiClient` includes an `uploadFile` method for attaching files to file-type fields:
```ts
import { MetadataApiClient } from 'twenty-client-sdk/metadata';
import * as fs from 'fs';
const metadataClient = new MetadataApiClient();
const fileBuffer = fs.readFileSync('./invoice.pdf');
const uploadedFile = await metadataClient.uploadFile(
fileBuffer, // file contents as a Buffer
'invoice.pdf', // filename
'application/pdf', // MIME type
'58a0a314-d7ea-4865-9850-7fb84e72f30b', // field universalIdentifier
);
console.log(uploadedFile);
// { id: '...', path: '...', size: 12345, createdAt: '...', url: 'https://...' }
```
| Parameter | Type | Description |
|-----------|------|-------------|
| `fileBuffer` | `Buffer` | The raw file contents |
| `filename` | `string` | The name of the file (used for storage and display) |
| `contentType` | `string` | MIME type (defaults to `application/octet-stream` if omitted) |
| `fieldMetadataUniversalIdentifier` | `string` | The `universalIdentifier` of the file-type field on your object |
Key points:
- Uses the field's `universalIdentifier` (not its workspace-specific ID), so your upload code works across any workspace where your app is installed.
- The returned `url` is a signed URL you can use to access the uploaded file.
</Accordion>
</AccordionGroup>
<Note>
When your code runs on Twenty (logic functions or front components), the platform injects credentials as environment variables:
- `TWENTY_API_URL` — Base URL of the Twenty API
- `TWENTY_APP_ACCESS_TOKEN` — Short-lived key scoped to your application's default function role
You do **not** need to pass these to the clients — they read from `process.env` automatically. The API key's permissions are determined by the role referenced in `defaultRoleUniversalIdentifier` in your `application-config.ts`.
</Note>
@@ -1,5 +1,6 @@
---
title: Publishing
icon: "upload"
description: Distribute your Twenty app to the marketplace or deploy it internally.
---
@@ -0,0 +1,177 @@
---
title: Skills & Agents
description: Define AI skills, agents, views, navigation items, and page layouts for your app.
icon: "robot"
---
<Warning>
Apps are currently in alpha. The feature works but is still evolving.
</Warning>
Beyond data model and logic, apps can define AI capabilities, saved views, navigation entries, and custom page layouts.
<AccordionGroup>
<Accordion title="defineSkill" description="Define AI agent skills">
Skills define reusable instructions and capabilities that AI agents can use within your workspace. Use `defineSkill()` to define skills with built-in validation:
```ts src/skills/example-skill.ts
import { defineSkill } from 'twenty-sdk';
export default defineSkill({
universalIdentifier: 'a1b2c3d4-e5f6-7890-abcd-ef1234567890',
name: 'sales-outreach',
label: 'Sales Outreach',
description: 'Guides the AI agent through a structured sales outreach process',
icon: 'IconBrain',
content: `You are a sales outreach assistant. When reaching out to a prospect:
1. Research the company and recent news
2. Identify the prospect's role and likely pain points
3. Draft a personalized message referencing specific details
4. Keep the tone professional but conversational`,
});
```
Key points:
- `name` is a unique identifier string for the skill (kebab-case recommended).
- `label` is the human-readable display name shown in the UI.
- `content` contains the skill instructions — this is the text the AI agent uses.
- `icon` (optional) sets the icon displayed in the UI.
- `description` (optional) provides additional context about the skill's purpose.
</Accordion>
<Accordion title="defineAgent" description="Define AI agents with custom prompts">
Agents are AI assistants that live inside your workspace. Use `defineAgent()` to create agents with a custom system prompt:
```ts src/agents/example-agent.ts
import { defineAgent } from 'twenty-sdk';
export default defineAgent({
universalIdentifier: 'b3c4d5e6-f7a8-9012-bcde-f34567890123',
name: 'sales-assistant',
label: 'Sales Assistant',
description: 'Helps the sales team draft outreach emails and research prospects',
icon: 'IconRobot',
prompt: 'You are a helpful sales assistant. Help users with their questions and tasks.',
});
```
Key points:
- `name` is the unique identifier string for the agent (kebab-case recommended).
- `label` is the display name shown in the UI.
- `prompt` is the system prompt that defines the agent's behavior.
- `description` (optional) provides context about what the agent does.
- `icon` (optional) sets the icon displayed in the UI.
- `modelId` (optional) overrides the default AI model used by the agent.
</Accordion>
<Accordion title="defineView" description="Define saved views for objects">
Views are saved configurations for how records of an object are displayed — including which fields are visible, their order, and any filters or groups applied. Use `defineView()` to ship pre-configured views with your app:
```ts src/views/example-view.ts
import { defineView, ViewKey } from 'twenty-sdk';
import { EXAMPLE_OBJECT_UNIVERSAL_IDENTIFIER } from '../objects/example-object';
import { NAME_FIELD_UNIVERSAL_IDENTIFIER } from '../objects/example-object';
export default defineView({
universalIdentifier: 'a1b2c3d4-e5f6-7890-abcd-ef1234567890',
name: 'All example items',
objectUniversalIdentifier: EXAMPLE_OBJECT_UNIVERSAL_IDENTIFIER,
icon: 'IconList',
key: ViewKey.INDEX,
position: 0,
fields: [
{
universalIdentifier: 'f926bdb7-6af7-4683-9a09-adbca56c29f0',
fieldMetadataUniversalIdentifier: NAME_FIELD_UNIVERSAL_IDENTIFIER,
position: 0,
isVisible: true,
size: 200,
},
],
});
```
Key points:
- `objectUniversalIdentifier` specifies which object this view applies to.
- `key` determines the view type (e.g., `ViewKey.INDEX` for the main list view).
- `fields` controls which columns appear and their order. Each field references a `fieldMetadataUniversalIdentifier`.
- You can also define `filters`, `filterGroups`, `groups`, and `fieldGroups` for more advanced configurations.
- `position` controls the ordering when multiple views exist for the same object.
</Accordion>
<Accordion title="defineNavigationMenuItem" description="Define sidebar navigation links">
Navigation menu items add custom entries to the workspace sidebar. Use `defineNavigationMenuItem()` to link to views, external URLs, or objects:
```ts src/navigation-menu-items/example-navigation-menu-item.ts
import { defineNavigationMenuItem, NavigationMenuItemType } from 'twenty-sdk';
import { EXAMPLE_VIEW_UNIVERSAL_IDENTIFIER } from '../views/example-view';
export default defineNavigationMenuItem({
universalIdentifier: '9327db91-afa1-41b6-bd9d-2b51a26efb4c',
name: 'example-navigation-menu-item',
icon: 'IconList',
color: 'blue',
position: 0,
type: NavigationMenuItemType.VIEW,
viewUniversalIdentifier: EXAMPLE_VIEW_UNIVERSAL_IDENTIFIER,
});
```
Key points:
- `type` determines what the menu item links to: `NavigationMenuItemType.VIEW` for a saved view, or `NavigationMenuItemType.LINK` for an external URL.
- For view links, set `viewUniversalIdentifier`. For external links, set `link`.
- `position` controls the ordering in the sidebar.
- `icon` and `color` (optional) customize the appearance.
</Accordion>
<Accordion title="definePageLayout" description="Define custom page layouts for record views">
Page layouts let you customize how a record detail page looks — which tabs appear, what widgets are inside each tab, and how they are arranged. Use `definePageLayout()` to ship custom layouts with your app:
```ts src/page-layouts/example-record-page-layout.ts
import { definePageLayout, PageLayoutTabLayoutMode } from 'twenty-sdk';
import { EXAMPLE_OBJECT_UNIVERSAL_IDENTIFIER } from '../objects/example-object';
import { HELLO_WORLD_FRONT_COMPONENT_UNIVERSAL_IDENTIFIER } from '../front-components/hello-world';
export default definePageLayout({
universalIdentifier: '203aeb94-6701-46d6-9af1-be2bbcc9e134',
name: 'Example Record Page',
type: 'RECORD_PAGE',
objectUniversalIdentifier: EXAMPLE_OBJECT_UNIVERSAL_IDENTIFIER,
tabs: [
{
universalIdentifier: '6ed26b60-a51d-4ad7-86dd-1c04c7f3cac5',
title: 'Hello World',
position: 50,
icon: 'IconWorld',
layoutMode: PageLayoutTabLayoutMode.CANVAS,
widgets: [
{
universalIdentifier: 'aa4234e0-2e5f-4c02-a96a-573449e2351d',
title: 'Hello World',
type: 'FRONT_COMPONENT',
configuration: {
configurationType: 'FRONT_COMPONENT',
frontComponentUniversalIdentifier:
HELLO_WORLD_FRONT_COMPONENT_UNIVERSAL_IDENTIFIER,
},
},
],
},
],
});
```
Key points:
- `type` is typically `'RECORD_PAGE'` to customize the detail view of a specific object.
- `objectUniversalIdentifier` specifies which object this layout applies to.
- Each `tab` defines a section of the page with a `title`, `position`, and `layoutMode` (`CANVAS` for free-form layout).
- Each `widget` inside a tab can render a front component, a relation list, or other built-in widget types.
- `position` on tabs controls their order. Use higher values (e.g., 50) to place custom tabs after built-in ones.
</Accordion>
</AccordionGroup>
@@ -0,0 +1,189 @@
---
title: OAuth
icon: "key"
description: Authorization code flow with PKCE and client credentials for server-to-server access.
---
Twenty implements OAuth 2.0 with authorization code + PKCE for user-facing apps and client credentials for server-to-server access. Clients are registered dynamically via [RFC 7591](https://datatracker.ietf.org/doc/html/rfc7591) — no manual setup in a dashboard.
## When to Use OAuth
| Scenario | Auth Method |
|----------|-------------|
| Internal scripts, automation | [API Key](/developers/extend/api#authentication) |
| External app acting on behalf of a user | **OAuth — Authorization Code** |
| Server-to-server, no user context | **OAuth — Client Credentials** |
| Twenty App with UI extensions | [Apps](/developers/extend/apps/getting-started) (OAuth is handled automatically) |
## Register a Client
Twenty supports **dynamic client registration** per [RFC 7591](https://datatracker.ietf.org/doc/html/rfc7591). No manual setup needed — register programmatically:
```bash
POST /oauth/register
Content-Type: application/json
{
"client_name": "My Integration",
"redirect_uris": ["https://myapp.com/callback"],
"grant_types": ["authorization_code"],
"token_endpoint_auth_method": "client_secret_post"
}
```
**Response:**
```json
{
"client_id": "abc123",
"client_secret": "secret456",
"client_name": "My Integration",
"redirect_uris": ["https://myapp.com/callback"]
}
```
<Warning>
Store the `client_secret` securely — it cannot be retrieved later.
</Warning>
## Scopes
| Scope | Access |
|-------|--------|
| `api` | Full read/write access to the Core and Metadata APIs |
| `profile` | Read the authenticated user's profile information |
Request scopes as a space-separated string: `scope=api profile`
## Authorization Code Flow
Use this flow when your app acts on behalf of a Twenty user.
### 1. Redirect the user to authorize
```
GET /oauth/authorize?
client_id=YOUR_CLIENT_ID&
response_type=code&
redirect_uri=https://myapp.com/callback&
scope=api&
state=random_state_value&
code_challenge=CHALLENGE&
code_challenge_method=S256
```
| Parameter | Required | Description |
|-----------|----------|-------------|
| `client_id` | Yes | Your registered client ID |
| `response_type` | Yes | Must be `code` |
| `redirect_uri` | Yes | Must match a registered redirect URI |
| `scope` | No | Space-separated scopes (defaults to `api`) |
| `state` | Recommended | Random string to prevent CSRF attacks |
| `code_challenge` | Recommended | PKCE challenge (SHA-256 hash of verifier, base64url-encoded) |
| `code_challenge_method` | Recommended | Must be `S256` when using PKCE |
The user sees a consent screen and approves or denies access.
### 2. Handle the callback
After authorization, Twenty redirects back to your `redirect_uri`:
```
https://myapp.com/callback?code=AUTH_CODE&state=random_state_value
```
Verify that `state` matches what you sent.
### 3. Exchange the code for tokens
```bash
POST /oauth/token
Content-Type: application/x-www-form-urlencoded
grant_type=authorization_code&
code=AUTH_CODE&
redirect_uri=https://myapp.com/callback&
client_id=YOUR_CLIENT_ID&
client_secret=YOUR_CLIENT_SECRET&
code_verifier=YOUR_PKCE_VERIFIER
```
**Response:**
```json
{
"access_token": "eyJhbG...",
"token_type": "Bearer",
"expires_in": 3600,
"refresh_token": "dGhpcyBpcyBh..."
}
```
### 4. Use the access token
```bash
GET /rest/companies
Authorization: Bearer ACCESS_TOKEN
```
### 5. Refresh when expired
```bash
POST /oauth/token
Content-Type: application/x-www-form-urlencoded
grant_type=refresh_token&
refresh_token=YOUR_REFRESH_TOKEN&
client_id=YOUR_CLIENT_ID&
client_secret=YOUR_CLIENT_SECRET
```
## Client Credentials Flow
For server-to-server integrations with no user interaction:
```bash
POST /oauth/token
Content-Type: application/x-www-form-urlencoded
grant_type=client_credentials&
client_id=YOUR_CLIENT_ID&
client_secret=YOUR_CLIENT_SECRET&
scope=api
```
The returned token has workspace-level access, not tied to any specific user.
## Server Discovery
Twenty publishes its OAuth configuration at a standard discovery endpoint:
```
GET /.well-known/oauth-authorization-server
```
This returns all endpoints, supported grant types, scopes, and capabilities — useful for building generic OAuth clients.
## API Endpoints Summary
| Endpoint | Purpose |
|----------|---------|
| `/.well-known/oauth-authorization-server` | Server metadata discovery |
| `/oauth/register` | Dynamic client registration |
| `/oauth/authorize` | User authorization |
| `/oauth/token` | Token exchange and refresh |
| Environment | Base URL |
|-------------|----------|
| **Cloud** | `https://api.twenty.com` |
| **Self-Hosted** | `https://{your-domain}` |
## OAuth vs API Keys
| | API Keys | OAuth |
|-|----------|-------|
| **Setup** | Generate in Settings | Register a client, implement flow |
| **User context** | None (workspace-level) | Specific user's permissions |
| **Best for** | Scripts, internal tools | External apps, multi-user integrations |
| **Token rotation** | Manual | Automatic via refresh tokens |
| **Scoped access** | Full API access | Granular via scopes |
@@ -1,12 +1,12 @@
---
title: Webhooks
description: Receive real-time notifications when events occur in your CRM.
icon: "satellite-dish"
description: Get notified when records change — HTTP POST to your endpoint on every create, update, or delete.
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
Webhooks push data to your systems in real-time when events occur in Twenty — no polling required. Use them to keep external systems in sync, trigger automations, or send alerts.
Twenty sends an HTTP POST to your URL whenever a record is created, updated, or deleted. All object types are covered, including custom objects.
## Create a Webhook
@@ -1,23 +1,28 @@
---
title: Getting Started
description: Welcome to Twenty Developer Documentation, your resources for extending, self-hosting, and contributing to Twenty.
title: Developers
description: Build apps, use the API, self-host, or contribute to the codebase.
---
import { CardTitle } from "/snippets/card-title.mdx"
<CardGroup cols={3}>
<Card href="/developers/extend/extend" img="/images/user-guide/integrations/plug.png">
<CardTitle>Extend</CardTitle>
Build integrations with APIs, webhooks, and custom apps.
<Card href="/developers/extend/apps/getting-started" img="/images/user-guide/halftone/dev-apps.png">
<CardTitle>Apps</CardTitle>
Extend Twenty with custom objects, server-side logic, UI components, and AI agents — all as TypeScript packages.
</Card>
<Card href="/developers/self-host/self-host" img="/images/user-guide/what-is-twenty/20.png">
<Card href="/developers/extend/api" img="/images/user-guide/halftone/dev-api.png">
<CardTitle>API</CardTitle>
REST and GraphQL APIs, webhooks, and OAuth.
</Card>
<Card href="/developers/self-host/capabilities/docker-compose" img="/images/user-guide/halftone/dev-self-host.png">
<CardTitle>Self-Host</CardTitle>
Deploy and manage Twenty on your own infrastructure.
Run Twenty on your own infrastructure.
</Card>
<Card href="/developers/contribute/contribute" img="/images/user-guide/github/github-header.png">
<Card href="/developers/contribute/capabilities/local-setup" img="/images/user-guide/halftone/dev-contribute.png">
<CardTitle>Contribute</CardTitle>
Join our open-source community and contribute to Twenty.
Set up the monorepo locally and submit PRs.
</Card>
</CardGroup>
@@ -1,5 +1,6 @@
---
title: Other methods
icon: "cloud"
---
<Warning>
@@ -1,5 +1,6 @@
---
title: 1-Click w/ Docker Compose
title: Docker Compose
icon: "docker"
---
@@ -1,5 +1,6 @@
---
title: Setup
icon: "gear"
---
# Configuration Management
@@ -1,5 +1,6 @@
---
title: Troubleshooting
icon: "wrench"
---
@@ -1,5 +1,6 @@
---
title: Upgrade guide
icon: "arrow-up-right-dots"
---
## General guidelines
@@ -16,370 +17,14 @@ If you used Docker Compose, follow these steps:
3. Bring Twenty back online with `docker compose up -d`
If you want to upgrade your instance by few versions, e.g. from v0.33.0 to v0.35.0, you have to upgrade your instance sequentially, in this example from v0.33.0 to v0.34.0, then from v0.34.0 to v0.35.0.
**Make sure that after each upgraded version you have non-corrupted backup.**
## Version-specific upgrade steps
## v1.0
Hello Twenty v1.0! 🎉
## v0.60
### Performance Enhancements
All interactions with the metadata API have been optimized for better performance, particularly for object metadata manipulation and workspace creation operations.
We've refactored our caching strategy to prioritize cache hits over database queries when possible, significantly improving the performance of metadata API operations.
If you encounter any runtime issues after upgrading, you may need to flush your cache to ensure it's synchronized with the latest changes. Run this command in your twenty-server container:
```bash
yarn command:prod cache:flush
```
### v0.55
Upgrade your Twenty instance to use v0.55 image
You don't need to run any command anymore, the new image will automatically care about running all required migrations.
### `User does not have permission` error
If you encounter authorization errors on most requests after upgrading, you may need to flush your cache to recompute the latest permissions.
In your `twenty-server` container, run:
```bash
yarn command:prod cache:flush
```
This issue is specific to this Twenty version and should not be required for future upgrades.
### v0.54
Since version `0.53`, no manual actions needed.
#### Metadata schema deprecation
We've merged the `metadata` schema into the `core` one to simplify data retrieval from `TypeORM`.
We have merged the `migrate` command step within the `upgrade` command. We do not recommend running `migrate` manually within any of your server/worker containers.
### Since v0.53
Starting from `0.53`, upgrade is programmatically done within the `DockerFile`, this means from now on, you shouldn't have to run any command manually anymore.
Make sure to keep upgrading your instance sequentially, without skipping any major version (e.g. `0.43.3` to `0.44.0` is allowed, but `0.43.1` to `0.45.0` isn't), else could lead to workspace version desynchronization that could result in runtime error and missing functionality.
To check if a workspace has been correctly migrated you can review its version in database in `core.workspace` table.
It should always be in the range of your current Twenty's instance `major.minor` version, you can view your instance version in the admin panel (at `/settings/admin-panel`, accessible if your user has `canAccessFullAdminPanel` property set to true in the database) or by running `echo $APP_VERSION` in your `twenty-server` container.
To fix a desynchronized workspace version, you will have to upgrade from the corresponding twenty's version following related upgrade guide sequentially and so on until it reaches desired version.
#### `auditLog` removal
We've removed the auditLog standard object, which means your backup size might be significantly reduced after this migration.
### v0.51 to v0.52
Upgrade your Twenty instance to use v0.52 image
```
yarn database:migrate:prod
yarn command:prod upgrade
```
#### I have a workspace blocked in version between `0.52.0` and `0.52.6`
Unfortunately `0.52.0` and `0.52.6` have been completely removed from dockerHub.
You will have to manually update your workspace version to `0.51.0` in database and upgrade using twenty version `0.52.11` following its just above upgrade guide.
### v0.50 to v0.51
Upgrade your Twenty instance to use v0.51 image
```
yarn database:migrate:prod
yarn command:prod upgrade
```
### v0.44.0 to v0.50.0
Upgrade your Twenty instance to use v0.50.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade
```
#### Docker-compose.yml mutation
This version includes a `docker-compose.yml` mutation to give `worker` service access to the `server-local-data` volume.
Please update your local `docker-compose.yml` with [v0.50.0 docker-compose.yml](https://github.com/twentyhq/twenty/blob/v0.50.0/packages/twenty-docker/docker-compose.yml)
### v0.43.0 to v0.44.0
Upgrade your Twenty instance to use v0.44.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade
```
### v0.42.0 to v0.43.0
Upgrade your Twenty instance to use v0.43.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade
```
In this version, we have also switched to postgres:16 image in docker-compose.yml.
#### (Option 1) Database migration
Keeping the existing postgres-spilo image is fine, but you will have to freeze the version in your docker-compose.yml to be 0.43.0.
#### (Option 2) Database migration
If you want to migrate your database to the new postgres:16 image, please follow these steps:
1. Dump your database from the old postgres-spilo container
```
docker exec -it twenty-db-1 sh
pg_dump -U {YOUR_POSTGRES_USER} -d {YOUR_POSTGRES_DB} > databases_backup.sql
exit
docker cp twenty-db-1:/home/postgres/databases_backup.sql .
```
Make sure your dump file is not empty.
2. Upgrade your docker-compose.yml to use postgres:16 image as in the [docker-compose.yml](https://raw.githubusercontent.com/twentyhq/twenty/main/packages/twenty-docker/docker-compose.yml) file.
3. Restore the database to the new postgres:16 container
```
docker cp databases_backup.sql twenty-db-1:/databases_backup.sql
docker exec -it twenty-db-1 sh
psql -U {YOUR_POSTGRES_USER} -d {YOUR_POSTGRES_DB} -f databases_backup.sql
exit
```
### v0.41.0 to v0.42.0
Upgrade your Twenty instance to use v0.42.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade-0.42
```
**Environment Variables**
- Removed: `FRONT_PORT`, `FRONT_PROTOCOL`, `FRONT_DOMAIN`, `PORT`
- Added: `FRONTEND_URL`, `NODE_PORT`, `MAX_NUMBER_OF_WORKSPACES_DELETED_PER_EXECUTION`, `MESSAGING_PROVIDER_MICROSOFT_ENABLED`, `CALENDAR_PROVIDER_MICROSOFT_ENABLED`, `IS_MICROSOFT_SYNC_ENABLED`
### v0.40.0 to v0.41.0
Upgrade your Twenty instance to use v0.41.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade-0.41
```
**Environment Variables**
- Removed: `AUTH_MICROSOFT_TENANT_ID`
### v0.35.0 to v0.40.0
Upgrade your Twenty instance to use v0.40.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade-0.40
```
**Environment Variables**
- Added: `IS_EMAIL_VERIFICATION_REQUIRED`, `EMAIL_VERIFICATION_TOKEN_EXPIRES_IN`, `WORKFLOW_EXEC_THROTTLE_LIMIT`, `WORKFLOW_EXEC_THROTTLE_TTL`
### v0.34.0 to v0.35.0
Upgrade your Twenty instance to use v0.35.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade-0.35
```
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.35` takes care of the data migration of all workspaces.
**Environment Variables**
- We replaced `ENABLE_DB_MIGRATIONS` with `DISABLE_DB_MIGRATIONS` (default value is now `false`, you probably don't have to set anything)
### v0.33.0 to v0.34.0
Upgrade your Twenty instance to use v0.34.0 image
```
yarn database:migrate:prod
yarn command:prod upgrade-0.34
```
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.34` takes care of the data migration of all workspaces.
**Environment Variables**
- Removed: `FRONT_BASE_URL`
- Added: `FRONT_DOMAIN`, `FRONT_PROTOCOL`, `FRONT_PORT`
We have updated the way we handle the frontend URL.
You can now set the frontend URL using the `FRONT_DOMAIN`, `FRONT_PROTOCOL` and `FRONT_PORT` variables.
If FRONT_DOMAIN is not set, the frontend URL will fall back to `SERVER_URL`.
### v0.32.0 to v0.33.0
Upgrade your Twenty instance to use v0.33.0 image
```
yarn command:prod cache:flush
yarn database:migrate:prod
yarn command:prod upgrade-0.33
```
The `yarn command:prod cache:flush` command will flush the Redis cache.
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.33` takes care of the data migration of all workspaces.
Starting from this version, twenty-postgres image for DB became deprecated and twenty-postgres-spilo is used instead.
If you want to keep using twenty-postgres image, simply replace `twentycrm/twenty-postgres:${TAG}` with `twentycrm/twenty-postgres` in docker-compose.yml.
### v0.31.0 to v0.32.0
Upgrade your Twenty instance to use v0.32.0 image
**Schema and data migration**
```
yarn database:migrate:prod
yarn command:prod upgrade-0.32
```
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.32` takes care of the data migration of all workspaces.
**Environment Variables**
We have updated the way we handle the Redis connection.
- Removed: `REDIS_HOST`, `REDIS_PORT`, `REDIS_USERNAME`, `REDIS_PASSWORD`
- Added: `REDIS_URL`
Update your `.env` file to use the new `REDIS_URL` variable instead of the individual Redis connection parameters.
We have also simplified the way we handle the JWT tokens.
- Removed: `ACCESS_TOKEN_SECRET`, `LOGIN_TOKEN_SECRET`, `REFRESH_TOKEN_SECRET`, `FILE_TOKEN_SECRET`
- Added: `APP_SECRET`
Update your `.env` file to use the new `APP_SECRET` variable instead of the individual tokens secrets (you can use the same secret as before or generate a new random string)
**Connected Account**
If you are using connected account to synchronize your Google emails and calendars, you will need to activate the [People API](https://developers.google.com/people) on your Google Admin console.
### v0.30.0 to v0.31.0
Upgrade your Twenty instance to use v0.31.0 image
**Schema and data migration**:
```
yarn database:migrate:prod
yarn command:prod upgrade-0.31
```
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.31` takes care of the data migration of all workspaces.
### v0.24.0 to v0.30.0
Upgrade your Twenty instance to use v0.30.0 image
**Breaking change**:
To enhance performances, Twenty now requires redis cache to be configured. We have updated our [docker-compose.yml](https://raw.githubusercontent.com/twentyhq/twenty/main/packages/twenty-docker/docker-compose.yml) to reflect this.
Make sure to update your configuration and to update your environment variables accordingly:
```
REDIS_HOST={your-redis-host}
REDIS_PORT={your-redis-port}
CACHE_STORAGE_TYPE=redis
```
**Schema and data migration**:
```
yarn database:migrate:prod
yarn command:prod upgrade-0.30
```
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.30` takes care of the data migration of all workspaces.
### v0.23.0 to v0.24.0
Upgrade your Twenty instance to use v0.24.0 image
Run the following commands:
```
yarn database:migrate:prod
yarn command:prod upgrade-0.24
```
The `yarn database:migrate:prod` command will apply the migrations to the database structure (core and metadata schemas)
The `yarn command:prod upgrade-0.24` takes care of the data migration of all workspaces.
### v0.22.0 to v0.23.0
Upgrade your Twenty instance to use v0.23.0 image
Run the following commands:
```
yarn database:migrate:prod
yarn command:prod upgrade-0.23
```
The `yarn database:migrate:prod` command will apply the migrations to the Database.
The `yarn command:prod upgrade-0.23` takes care of the data migration, including transferring activities to tasks/notes.
### v0.21.0 to v0.22.0
Upgrade your Twenty instance to use v0.22.0 image
Run the following commands:
```
yarn database:migrate:prod
yarn command:prod workspace:sync-metadata -f
yarn command:prod upgrade-0.22
```
The `yarn database:migrate:prod` command will apply the migrations to the Database.
The `yarn command:prod workspace:sync-metadata -f` command will sync the definition of standard objects to the metadata tables and apply to required migrations to existing workspaces.
The `yarn command:prod upgrade-0.22` command will apply specific data transformations to adapt to the new object defaultRequestInstrumentationOptions.
## After v1.21
We know support sequential upgrades. You don't need to go through each version one by one.
## Before v1.21
Make sure to go through every major tagged version when upgrading (upgrade v1.6.x to v.7.y, then v.7.y to v.8.z, etc.).
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,30 @@
---
title: AI
description: How Twenty uses AI to enhance your CRM experience.
icon: "robot"
---
Twenty integrates AI directly into your CRM — not as a gimmick, but as a tool that works within your data model and permission system.
## AI Chatbot
Ask questions about your data in natural language. The AI chatbot can query your CRM records, summarize information, and help you find what you're looking for without building complex filters.
## AI Agents
AI agents go beyond chat — they can execute multi-step tasks autonomously:
- Enrich records with data from external sources
- Draft and send follow-up emails
- Analyze pipeline health and flag at-risk deals
- Process incoming data and route it to the right team
Agents work within your existing workflows, so you can combine AI with manual approvals, conditional logic, and external API calls.
## Permissions & safety
AI in Twenty respects your permission model. Agents can only access objects and fields that the user (or role) has permission to view. Sensitive data stays protected even when AI is involved.
<Card title="Full AI guide" icon="arrow-right" href="/user-guide/ai/overview">
Detailed reference on the chatbot, agents, and permission controls.
</Card>
@@ -0,0 +1,47 @@
---
title: Apps
icon: "cube"
description: Extend Twenty with code — custom objects, server-side logic, UI components, and AI agents, all as TypeScript packages.
---
Most CRMs give you a config panel. Twenty gives you a platform. Apps are how developers extend Twenty beyond what the UI offers — defining data models, server-side logic, UI components, and AI capabilities as code, then deploying them to one or more workspaces.
## Why apps exist
Workflows cover no-code automation. But some things need code: a custom pricing engine, a proprietary enrichment pipeline, a compliance check that runs on every record update, a custom UI panel that pulls data from an internal tool.
Apps let you build these as first-class extensions — not brittle scripts talking to an API from outside, but code that runs on the platform with full access to the type system, permission model, and UI.
## What an app can define
An app is a TypeScript package that declares **entities** using the `twenty-sdk`:
| Entity | What it does |
|--------|-------------|
| **Objects & Fields** | New data tables and fields on existing objects — same treatment as built-in ones |
| **Logic Functions** | Server-side TypeScript triggered by HTTP routes, cron schedules, or database events |
| **Front Components** | Sandboxed React components that render inside Twenty's UI (side panel, widgets, command menu) |
| **Skills & Agents** | AI capabilities — reusable instructions and autonomous assistants |
| **Views & Navigation** | Pre-configured list views and sidebar menu items |
Everything is detected via AST analysis at build time — no config files, no registration boilerplate. Put a `export default defineObject(...)` in any `.ts` file and the SDK picks it up.
## How they run
- **Logic functions** execute in isolated Node.js processes, sandboxed from the host. They access data through a typed API client scoped to the app's role permissions.
- **Front components** run in Web Workers using Remote DOM — sandboxed from the main page but rendering native DOM elements (not iframes).
- **Permissions** are enforced at the API level. An app only sees what its role allows.
## The developer experience
```bash
npx create-twenty-app@latest my-app
cd my-app
yarn twenty dev
```
`yarn twenty dev` watches your source files, rebuilds on change, and live-syncs to a local Twenty instance. The typed API client regenerates automatically when the schema changes. When you're ready, `yarn twenty deploy` pushes to production. Apps can also be published to npm and listed in the Twenty marketplace.
<Card title="Build your first app" icon="arrow-right" href="/developers/extend/apps/getting-started">
Full walkthrough — scaffold, develop, deploy.
</Card>
@@ -0,0 +1,46 @@
---
title: Calendar & Email
description: Sync your email and calendar with Twenty.
icon: "envelope"
---
Twenty connects to your existing tools so your CRM stays up to date without manual data entry.
## Email sync
Connect your **Google Workspace** or **Microsoft 365** mailbox. Once connected:
- Emails are automatically linked to the matching Company and People records
- Full email threads are visible on each record's timeline
- You can send emails directly from Twenty
- Multiple mailboxes per user are supported
You control what gets imported — filter by date range or sender to avoid pulling in irrelevant emails.
## Calendar sync
Calendar events sync automatically from your connected account. Events appear on the relevant CRM records, giving you a complete picture of your interactions with each contact or company.
## Integrations
Beyond email and calendar, Twenty connects to external tools through:
| Method | Use case |
|--------|----------|
| **API** | Build custom integrations with the GraphQL or REST API |
| **Webhooks** | Push real-time notifications to external systems when records change |
| **Zapier** | Connect to 5,000+ apps without code |
| **Workflow HTTP actions** | Call any external API as part of an automated workflow |
## Custom apps
Developers can build full-featured apps on top of Twenty — adding custom UI, server-side logic, and deep integrations. Apps can be published for the community or kept private.
<CardGroup cols={2}>
<Card title="Calendar & Email guide" icon="envelope" href="/user-guide/calendar-emails/overview">
Set up email sync, calendar sync, and troubleshoot issues.
</Card>
<Card title="API & Extensions" icon="plug" href="/developers/extend/api">
Build custom integrations with the Twenty API.
</Card>
</CardGroup>
@@ -0,0 +1,33 @@
---
title: Dashboards
description: Track performance and visualize your CRM data with custom dashboards.
icon: "chart-bar"
---
Dashboards give you real-time visibility into your business metrics — pipeline health, team performance, revenue trends, and anything else you want to track.
## Widgets
Each dashboard is made up of widgets. A widget is a single chart or metric tied to your CRM data. You can configure:
- **Chart type** — Bar, line, pie, number, and more
- **Data source** — Any object in your data model (standard or custom)
- **Filters** — Narrow down to specific records, date ranges, or segments
- **Aggregation** — Count, sum, average, min, max on any numeric field
- **Grouping** — Break down by select fields, dates, or relations
## What you can track
- Pipeline value by stage
- Deals closed over time
- Average deal size by source
- Task completion rates
- Custom metrics on any object
## Sharing
Dashboards are workspace-level — everyone on your team can see them. Arrange widgets in a grid layout and resize them to build the view that works for your team.
<Card title="Full Dashboards guide" icon="arrow-right" href="/user-guide/dashboards/overview">
Detailed reference on creating dashboards, configuring widgets, and chart settings.
</Card>
@@ -0,0 +1,43 @@
---
title: Data Model
description: Understand how Twenty structures your data with objects, fields, and relations.
icon: "database"
---
Everything in Twenty is built around **objects** and **fields** — the building blocks of your data model.
## Objects
Objects are the tables that hold your data. Twenty comes with standard objects out of the box:
- **Companies** — Organizations you do business with
- **People** — Individual contacts
- **Opportunities** — Deals in your pipeline
- **Tasks** — Action items for your team
- **Notes** — Free-form text linked to records
You can also create **custom objects** for anything your business needs — projects, support tickets, products, contracts, or anything else.
## Fields
Fields are the properties on each object. Twenty supports a wide range of field types:
| Category | Types |
|----------|-------|
| **Basic** | Text, Number, Boolean, Date, Currency, Rating, Select |
| **Composite** | Address (street, city, state, zip), Full Name, Links, Phones, Emails |
| **Special** | Relation, File Attachment, JSON, Actor (who created/modified) |
Every object also gets automatic system fields: `id`, `createdAt`, `updatedAt`, `createdBy`, and `position`.
## Relations
Objects connect to each other through relations. A Company has many People, an Opportunity belongs to a Company, and so on. You can create custom relations between any objects, including many-to-many relationships.
## What makes this powerful
Unlike traditional CRMs where you're limited to pre-defined fields on pre-defined objects, Twenty lets you model your data exactly the way your business works. Custom objects get the same first-class treatment as built-in ones — including API endpoints, views, permissions, and workflow triggers.
<Card title="Deep dive into the Data Model" icon="arrow-right" href="/user-guide/data-model/overview">
Full reference on objects, fields, relations, and how to configure them.
</Card>
@@ -0,0 +1,81 @@
---
title: Glossary
icon: "book"
description: Key terms used throughout Twenty.
---
## API
API (Application Programming Interface) allows you to connect Twenty with other software systems and build custom integrations.
## Apps
Apps are custom extensions built as code that can define data models and logic functions. They enable developers to create reusable customizations that can be deployed across multiple workspaces.
## Code Actions
Code Actions are workflow steps that let you write custom JavaScript to transform data, make calculations, or perform complex logic that isn't possible with built-in actions.
## Command Menu
The Command Menu is a quick-access interface (opened with `Cmd + K` on Mac and `Ctrl + K` on Windows) that lets you perform actions, create records, and navigate your workspace efficiently.
## Company & People
The CRM has two fundamental types of records:
- A `Company` represents a business or organization.
- `People` represent your company's current and prospective customers or clients.
## Custom Fields
Custom Fields are data fields you create to capture information specific to your business needs and processes.
## Data Model
A Data Model is the structure that defines how information is organized in your CRM, including what objects exist, their properties (fields), and how they relate to each other.
## Favorites
Favorites are records you've marked for quick access, appearing in your sidebar for instant navigation to important data.
## Field
A field refers to a specific area where particular data is stored for an entity.
## Iterator
An Iterator is a workflow action that loops through an array of items, executing subsequent actions for each item in the list.
## Kanban
A `Kanban` is a visual way to track your business processes using cards and columns. Each column represents a stage in your process (for example: new, ongoing, won, lost), and you move records through these stages as they progress.
## Object
An Object is a data structure that represents a specific type of entity in your CRM (like People, Companies, or Opportunities). Objects can be standard (built-in) or custom (created by you).
## Opportunities
Opportunities in Twenty CRM are potential deals or sales with accounts or contacts.
## Record
A Record indicates an instance of an object, like a specific account or contact.
## Relation Fields
Relation Fields create connections between different objects, allowing you to link records together (like connecting a Person to a Company).
## Standard Fields
Standard Fields are pre-built data fields that come with objects by default and provide common functionality across all workspaces.
## Tasks
Tasks in Twenty CRM are assigned activities relating to contacts, accounts, or opportunities.
## Triggers
Triggers are the starting point of a workflow — the event or condition that initiates the automation. Examples include record creation, record updates, webhooks, or scheduled times.
## Views
You can customize the display of your records using views, setting different filters, layouts and sorting options for each view.
## Upsert
Upsert is an operation that combines "update" and "insert" — it updates an existing record if a match is found, or creates a new record if no match exists.
## Webhooks
Webhooks are automated messages sent from Twenty to other applications when specific events occur, enabling real-time data synchronization.
## Workflows
Workflows are automated processes that trigger actions based on specific conditions, helping you automate repetitive tasks and business processes.
## Workspace
A `Workspace` typically represents a company using Twenty. It holds all the records and data that you and your team members add to Twenty.
It has a single domain name, which is typically the domain name your company uses for employee email addresses.
## Workspace Members
Workspace Members are the Twenty users from your team who have access to your workspace. They can be assigned as owners or assignees for records.
@@ -0,0 +1,68 @@
---
title: Layout
description: How to navigate, browse, and view records in Twenty.
icon: "table-columns"
---
## The main layout
The center of the screen is where your records live — people, companies, opportunities, tasks, notes, dashboards, workflows, and any custom objects. You view, edit, and delete records here, and create new views.
<img src="/images/user-guide/home/main-layout.png" style={{width:'100%'}}/>
## Navigation bar
The left sidebar gives you:
- **Workspace switcher** — switch between workspaces or create a new one (top dropdown)
- **Search** — press `/` to focus instantly, searches across all objects
- **Settings** — access from the top left
- **Favorites** — pinned views, unique per user
- **Object shortcuts** — quick access to People, Companies, Opportunities, etc.
- **Workflows** — create automations
Drag items to reorder, create folders to group related objects, hide what you don't use.
<img src="/images/user-guide/home/navigation-bar.png" style={{width:'100%'}}/>
## Command menu
Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) — or click the three dots in the top right. From here you can:
- Create new records
- Import and export data via CSV
- Create new views
- Access deleted records (Twenty supports soft and hard deletes)
- See keyboard shortcuts for navigating your workspace
<img src="/images/user-guide/home/command-menu.png" style={{width:'100%'}}/>
## Search
Accessible via the Command Menu, the top of the navigation bar, or by pressing `/`. Search works across all objects.
<img src="/images/user-guide/home/search-bar.png" style={{width:'100%'}}/>
## Side panel
Click a record to open the side panel on the right — a quick overview of the record's key information without leaving the current page. Click **Open** to go to the full record page.
<img src="/images/user-guide/home/side-panel.png" style={{width:'100%'}}/>
## Views
Every object supports multiple views — unlimited per object. Use the dropdown at the top left to switch between them.
- **Table** — spreadsheet-style rows and columns, with grouping, inline editing, and column customization
- **Kanban** — drag-and-drop cards organized by a select field, ideal for pipelines
- **Calendar** — records plotted by a date field for time-based planning
Each view saves its own filters, sorting, and field visibility. Share views with your workspace or keep them private. Favorite views for fast access from the sidebar.
<img src="/images/user-guide/home/view-menu.png" style={{width:'100%'}}/>
## Record pages
When you open a record, the detail page is built from configurable **tabs** and **widgets**. Add, remove, reorder, and resize widgets on a grid — fields, related records, emails, timeline, tasks, notes, files, charts, iframes, and more. Each object type has its own layout.
<Card title="Full Layout guide" icon="arrow-right" href="/user-guide/layout/overview">
Navigation, views, record pages — detailed reference and how-tos.
</Card>
@@ -0,0 +1,51 @@
---
title: Workflows
description: Automate your business processes with Twenty's visual workflow builder.
icon: "bolt"
---
Workflows let you automate repetitive tasks and connect Twenty to external tools — without writing code (though you can if you want to).
## How workflows work
Every workflow has three parts:
1. **Trigger** — What starts the workflow
2. **Steps** — What happens next (one or more actions in sequence)
3. **Variables** — Data that flows between steps
## Triggers
| Trigger | When it fires |
|---------|--------------|
| **Record event** | A record is created, updated, deleted, or upserted |
| **Manual** | A user clicks a button (on a single record, multiple records, or globally) |
| **Schedule** | On a recurring interval (cron syntax) |
| **Webhook** | An external system sends an HTTP POST |
## Actions
Workflows can chain any combination of:
- **Record operations** — Create, update, find, delete, or upsert records
- **Send email** — Send or draft emails from connected accounts
- **HTTP request** — Call any external API
- **Code** — Run custom JavaScript for complex logic
- **Branches** — If/else conditions to split the workflow path
- **Iterator** — Loop over arrays of data
- **AI Agent** — Let an AI agent process data autonomously
- **Delay** — Wait before continuing
- **Form** — Collect user input mid-workflow
## What you can build
- Send Slack alerts when a deal reaches a certain stage
- Auto-enrich new contacts with data from external APIs
- Detect stale opportunities and notify the owner
- Sync data between Twenty and your billing system
- Generate PDFs or invoices from record data
- Auto-reply to inbound emails matching certain criteria
<Card title="Full Workflows guide" icon="arrow-right" href="/user-guide/workflows/overview">
Detailed reference on triggers, actions, variables, and real-world automation recipes.
</Card>
@@ -0,0 +1,72 @@
---
title: Why Twenty
icon: "heart"
---
You've been choosing between software that's easy to start but impossible to change, and software that's flexible but takes months to set up. Twenty is the third option: **a production-ready CRM you can reshape as you go.**
## What makes Twenty different
Twenty is a platform you can build on, not a product you configure.
<CardGroup cols={2}>
<Card title="Built for Agents" icon="robot">
Agents operate inside your data model with real permissions. Skills, Tools, MCP.
</Card>
<Card title="Secured Extensibility" icon="shield">
The flexibility of vibe-coded tools on secured foundations (Audit logs, SSO, sanbdboxed execution, etc.).
</Card>
<Card title="Modern Stack" icon="code">
React, TypeScript. Your team already knows how to extend Twenty. No proprietary languages, no gatekeeping.
</Card>
<Card title="No Lock-In" icon="lock-open">
Open-source core, self-hostable, export your data anytime.
</Card>
</CardGroup>
## Who is Twenty for
- **Large enterprises replacing Salesforce** — your team
spends more time fighting the tool than using it.
You feel locked-in and the costs keep rising.
- **Startups with technical founders** — you've outgrown
spreadsheets and Notion. You have big ambitions and want
a CRM that scales with you.
- **GTM teams looking for an edge** — you want to build
your own lead scoring, your own enrichment, your own
outbound workflows.
- **Privacy-conscious organizations** — you need to
self-host and own your data end to end. Regulatory,
contractual, or just principle.
- **Salesforce partners** —
your developers are tired of presenting license cost increases to your clients.
You want a better DX, and to deliver projects faster at a lower license cost for your clients.
- **Web development agencies** — your team knows TypeScript, React,
and PostgreSQL. Twenty opens the CRM market
to you without learning APEX or getting proprietary certifications.
## Who Twenty is not for
- **Teams that want a CRM they never have to think
about.** Twenty rewards teams that want to stay close to
their tools and shape them over time. If you want
something fully managed, Pipedrive or
HubSpot will serve you well.
- **Companies that need hundreds of pre-built integrations
today.** Our ecosystem is growing fast, but it's not yet
as broad as Salesforce or HubSpot. If you're comfortable
building what's missing, you'll love it. If not, give us
another year.
- **Organizations where tools are chosen in boardrooms,
not by the people using them.** We don't do steak dinners
and executive briefings. We win with teams that have the
authority to pick their own tools.
<Card title="Ready to get started?" icon="rocket" href="/getting-started/quickstart">
Set up Twenty in under 5 minutes — cloud or self-hosted.
</Card>
@@ -0,0 +1,87 @@
---
title: Key Features
description: A tour of everything Twenty can do — from custom data models to AI-powered automation.
icon: "star"
---
Twenty is a full-featured CRM platform. Here's what you can build with it.
## Custom Data Model
Define the exact data structure your business needs. Create custom objects (beyond the standard Companies, People, and Opportunities), add custom fields with 20+ field types, and build relationships between any objects.
<Card title="Learn more about the Data Model" icon="database" href="/user-guide/data-model/overview">
Objects, fields, relations — fully customizable to your business.
</Card>
## Views & Pipelines
See your data the way you want. Switch between table views, kanban boards, and calendar views. Filter with AND/OR logic, sort by multiple fields, group records, and save custom views for your team.
<Card title="Explore Views & Pipelines" icon="table" href="/user-guide/views-pipelines/overview">
Table, kanban, calendar — all with powerful filtering and sorting.
</Card>
## Workflows & Automation
Automate any business process without writing code. Trigger workflows on record changes, schedules, manual actions, or incoming webhooks. Chain together actions like creating records, sending emails, calling APIs, running custom JavaScript, and branching with conditions.
<Card title="Build Workflows" icon="bolt" href="/user-guide/workflows/overview">
Triggers, actions, branches, and integrations — all visual.
</Card>
## Calendar & Email Sync
Connect your Google Workspace or Microsoft 365 account. Emails and calendar events automatically appear on the relevant CRM records. Send emails directly from Twenty and track all communication history.
<Card title="Set up Calendar & Emails" icon="envelope" href="/user-guide/calendar-emails/overview">
Sync mailboxes, track activity, send from Twenty.
</Card>
## AI
Twenty integrates AI agents that can work autonomously within your CRM — answering questions about your data, enriching records, and executing multi-step tasks. AI works within your permission model so it only accesses what it should.
<Card title="Explore AI" icon="robot" href="/user-guide/ai/overview">
AI chatbot, autonomous agents, and smart workflows.
</Card>
## Dashboards & Reporting
Build custom dashboards with real-time widgets. Track pipeline metrics, team performance, and business KPIs. Configure chart types, date ranges, and filters to get the exact view you need.
<Card title="Build Dashboards" icon="chart-bar" href="/user-guide/dashboards/overview">
Widgets, charts, and real-time analytics.
</Card>
## Permissions & Access Control
Role-based access control at every level — objects, fields, and individual records. Configure SSO with SAML or OIDC. Audit logs track who did what.
<Card title="Configure Permissions" icon="lock" href="/user-guide/permissions-access/overview">
Roles, SSO, object/field/row-level security.
</Card>
## API & Extensibility
A developer-first API that adapts to your custom data model. Both GraphQL and REST endpoints, with auto-generated documentation per workspace. Build custom apps, connect via webhooks, or use Zapier.
<Card title="Explore the API" icon="plug" href="/developers/extend/api">
GraphQL, REST, webhooks, and custom apps.
</Card>
## Data Import & Export
Import data from CSV files or via API. Field mapping, duplicate detection, and error handling built in. Export your data anytime — no lock-in.
<Card title="Migrate Your Data" icon="cloud-arrow-up" href="/user-guide/data-migration/overview">
CSV import, API import, and migration from other CRMs.
</Card>
## Self-Hosting
Run Twenty on your own infrastructure with a single Docker Compose command. Full control over your data, updates on your schedule, and no per-seat cloud fees.
<Card title="Self-Host Twenty" icon="server" href="/developers/self-host/self-host">
Docker Compose, configuration, and upgrade guides.
</Card>
@@ -0,0 +1,67 @@
---
title: Quickstart
description: Get Twenty up and running in under 5 minutes — on the cloud or self-hosted.
icon: "play"
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
## Signup
<Steps>
<Step title="Create your account">
Go to [app.twenty.com](https://app.twenty.com) and sign up with Google, Microsoft, or email.
</Step>
<Step title="Choose a trial">
Pick **30 days** (with card) or **7 days** (without card). Both include full access — unlimited contacts, email integration, custom objects, API. You can change plan or billing interval anytime.
</Step>
<Step title="Create your workspace">
After payment confirmation via Stripe, you'll set up your workspace name and user profile. You can cancel anytime.
</Step>
</Steps>
<VimeoEmbed videoId="927066829" title="Creating a workspace" />
## Configure your workspace
Once you're in, three steps to make Twenty yours:
### 1. Connect your mailbox
Go to **Settings → Accounts** and connect your Google or Microsoft account. Twenty will import your emails and calendar events, and auto-create contacts from interactions. Using another provider? You can add mailboxes via SMTP or calendars via CalDAV from the same page.
<Note>Start here — connecting a mailbox gives your team immediate value with real data before you customize anything else.</Note>
### 2. Shape your data model
Go to **Settings → Data Model** to create custom objects and fields. A few things to know:
- Custom objects and fields are **unlimited on all plans** — no upsell.
- **People, Companies, and Opportunities** are the objects that show synced emails and meetings. Use them as your base and add fields to categorize (e.g., a `Person Type` field) rather than creating separate objects that won't have email history.
- Two People can't share the same email. Two Companies can't share the same domain.
- You can deactivate standard fields/objects you don't need, and hide fields from views without deleting them.
[Data Model reference →](/user-guide/data-model/overview)
### 3. Import your data
Use the Command Menu (`Cmd+K` / `Ctrl+K`) to import People, Companies, Opportunities, or any custom object via CSV. Download the sample file first to see the expected format. Limit files to 10k records and deduplicate emails/domains before importing.
[Data Migration guide →](/user-guide/data-migration/overview)
## Next steps
<CardGroup cols={2}>
<Card title="Learn the layout" icon="table-columns" href="/getting-started/core-concepts/layout">
Navigation, views, command menu, side panel.
</Card>
<Card title="Build Workflows" icon="bolt" href="/user-guide/workflows/overview">
Automate your business processes.
</Card>
<Card title="Create Views" icon="table" href="/user-guide/layout/overview">
Table, kanban, calendar — filter and sort your data.
</Card>
<Card title="Explore the API" icon="plug" href="/developers/extend/api">
Schema-per-tenant REST and GraphQL.
</Card>
</CardGroup>
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@@ -1,6 +1,5 @@
---
title: تلميح التطبيق
image: /images/user-guide/tips/light-bulb.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: علامة صحيح
image: /images/user-guide/tasks/tasks_header.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: رقاقة
image: /images/user-guide/github/github-header.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: الأيقونات
image: /images/user-guide/objects/objects.png
---
<Frame>
@@ -1,11 +1,7 @@
---
title: شارة قريبًا
image: /images/user-guide/kanban-views/kanban.png
---
<Frame>
<img src="/images/user-guide/kanban-views/kanban.png" alt="رأس الصفحة" />
</Frame>
شارة صغيرة أو "كبسولة" للإشارة إلى أن شيئًا ما قادم قريبًا.
@@ -1,11 +1,7 @@
---
title: علامة
image: /images/user-guide/table-views/table.png
---
<Frame>
<img src="/images/user-guide/table-views/table.png" alt="رأس الصفحة" />
</Frame>
مكوّن لتصنيف المحتوى أو وسمه بصريًا.
@@ -1,6 +1,5 @@
---
title: إدخال
image: /images/user-guide/tips/light-bulb.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: محرر الكتل
image: /images/user-guide/api/api.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: الأزرار
image: /images/user-guide/views/filter.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: مربع اختيار
image: /images/user-guide/tasks/tasks_header.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: طريقة عرض الألوان
image: /images/user-guide/fields/field.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: منتقى الأيقونات
image: /images/user-guide/github/github-header.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: "\x062A\x062F\x062E\x064A\x0644 \x0627\x0644\x0635\x0648\x0631\x0629"
image: /images/user-guide/objects/objects.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: راديو
image: /images/user-guide/create-workspace/workspace-cover.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: اختيار
image: /images/user-guide/what-is-twenty/20.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: نص
image: /images/user-guide/notes/notes_header.png
---
<Frame>
@@ -1,11 +1,7 @@
---
title: تبديل
image: /images/user-guide/table-views/table.png
---
<Frame>
<img src="/images/user-guide/table-views/table.png" alt="رأس الصفحة" />
</Frame>
<Tabs>
<Tab title="الاستخدام">
@@ -1,6 +1,5 @@
---
title: التنقل
image: /images/user-guide/tasks/tasks_header.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: مسار التنقّل
image: /images/user-guide/fields/field.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: روابط
image: /images/user-guide/what-is-twenty/20.png
---
<Frame>
@@ -1,11 +1,7 @@
---
title: عنصر قائمة
image: /images/user-guide/kanban-views/kanban.png
---
<Frame>
<img src="/images/user-guide/kanban-views/kanban.png" alt="رأس الصفحة" />
</Frame>
عنصر قائمة متعدد الاستخدامات مصمم للاستخدام في قائمة أو قائمة تنقل.
@@ -1,11 +1,7 @@
---
title: شريط التنقل
image: /images/user-guide/table-views/table.png
---
<Frame>
<img src="/images/user-guide/table-views/table.png" alt="رأس الصفحة" />
</Frame>
يستعرض شريط التنقل الذي يحتوي على عدة مكونات `NavigationBarItem`.
@@ -1,6 +1,5 @@
---
title: شريط الخطوات
image: /images/user-guide/api/api.png
---
<Frame>
@@ -1,11 +1,7 @@
---
title: التغذية الراجعة
image: /images/user-guide/emails/emails_header.png
---
<Frame>
<img src="/images/user-guide/emails/emails_header.png" alt="رأس الصفحة" />
</Frame>
يشير إلى تقدم أو عد تنازلي ويتحرك من اليمين إلى اليسار.
@@ -1,12 +1,8 @@
---
title: الفوترة
description: تعرّف على تسعير Twenty وأدِر اشتراكك.
image: /images/user-guide/setup/pricing.png
---
<Frame>
<img src="/images/user-guide/setup/pricing.png" alt="الفوترة" />
</Frame>
تقدّم Twenty خطط تسعير مرنة لتلبية احتياجات فريقك. أدِر اشتراكك، وتتبع أرصدة سير العمل، واطّلع على الفواتير — وكل ذلك من **Settings → Billing**.
@@ -1,12 +1,8 @@
---
title: Calendar & Emails
description: Connect your email and calendar accounts to Twenty.
image: /images/user-guide/emails/emails_header.png
---
<Frame>
<img src="/images/user-guide/emails/emails_header.png" alt="Calendar & Emails" />
</Frame>
## Connection Options
@@ -1,12 +1,8 @@
---
title: لوحات القيادة
description: تعلّم أساسيات إعداد التقارير ولوحات المعلومات في Twenty.
image: /images/user-guide/reporting/pie-chart.png
---
<Frame>
<img src="/images/user-guide/reporting/pie-chart.png" alt="لوحات القيادة" />
</Frame>
<Note>
لوحات المعلومات حاليًا في الإصدار التجريبي. قم بتفعيلها ضمن **الإعدادات → التحديثات → الوصول المبكر**.
@@ -1,14 +1,10 @@
---
title: Data Migration
description: استيراد وتصدير بيانات CRM عبر ملفات CSV أو عبر API.
image: /images/user-guide/import-export-data/cloud.png
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
<Frame>
<img src="/images/user-guide/import-export-data/cloud.png" alt="ترحيل البيانات" />
</Frame>
## طرق الاستيراد
@@ -1,12 +1,8 @@
---
title: نموذج البيانات
description: تعرّف إلى نموذج البيانات وكيفية تصميم نموذج يناسب نشاطك التجاري.
image: /images/user-guide/fields/custom_data_model.png
---
<Frame>
<img src="/images/user-guide/fields/custom_data_model.png" alt="نموذج البيانات" />
</Frame>
## ما هو نموذج البيانات؟
@@ -11,52 +11,52 @@ import { CardTitle } from "/snippets/card-title.mdx"
تعرّف على ماهية Twenty وكيف يمكن أن تساعد عملك.
</Card>
<Card href="/l/ar/user-guide/data-model/overview" img="/images/user-guide/fields/custom_data_model.png">
<Card href="/l/ar/user-guide/data-model/overview" img="/images/user-guide/halftone/data-model.png">
<CardTitle>نموذج البيانات</CardTitle>
خصّص نموذج بياناتك ليتوافق مع عمليات عملك.
</Card>
<Card href="/l/ar/user-guide/data-migration/overview" img="/images/user-guide/import-export-data/cloud.png">
<Card href="/l/ar/user-guide/data-migration/overview" img="/images/user-guide/halftone/data-migration.png">
<CardTitle>ترحيل البيانات</CardTitle>
استورد بياناتك وصدّرها عبر CSV أو API.
</Card>
<Card href="/l/ar/user-guide/calendar-emails/overview" img="/images/user-guide/emails/emails_header.png">
<Card href="/l/ar/user-guide/calendar-emails/overview" img="/images/user-guide/halftone/calendar-emails.png">
<CardTitle>التقويم والبريد الإلكتروني</CardTitle>
جمّع اجتماعات فريقك ورسائله الإلكترونية في مكان واحد.
</Card>
<Card href="/l/ar/user-guide/workflows/overview" img="/images/user-guide/workflows/workflow.png">
<Card href="/l/ar/user-guide/workflows/overview" img="/images/user-guide/halftone/workflows.png">
<CardTitle>سير العمل</CardTitle>
أتمتة العمليات والتكامل مع الأدوات الخارجية.
</Card>
<Card href="/l/ar/user-guide/ai/overview" img="/images/user-guide/workflows/robot.png">
<Card href="/l/ar/user-guide/ai/overview" img="/images/user-guide/halftone/ai.png">
<CardTitle>الذكاء الاصطناعي</CardTitle>
عزّز فريقك بوكلاء الذكاء الاصطناعي.
</Card>
<Card href="/l/ar/user-guide/views-pipelines/overview" img="/images/user-guide/table-views/table_pink.png">
<Card href="/l/ar/user-guide/views-pipelines/overview" img="/images/user-guide/halftone/layout.png">
<CardTitle>طرق العرض والمسارات</CardTitle>
نظّم بياناتك من خلال طرق عرض عملية ومسارات.
</Card>
<Card href="/l/ar/user-guide/dashboards/overview" img="/images/user-guide/reporting/pie-chart.png">
<Card href="/l/ar/user-guide/dashboards/overview" img="/images/user-guide/halftone/dashboards.png">
<CardTitle>لوحات التحكم</CardTitle>
رؤى في الوقت الفعلي لتتبّع الأداء.
</Card>
<Card href="/l/ar/user-guide/permissions-access/overview" img="/images/user-guide/permissions/permissions.png">
<Card href="/l/ar/user-guide/permissions-access/overview" img="/images/user-guide/halftone/permissions.png">
<CardTitle>الأذونات والوصول</CardTitle>
أدِر الأدوار والوصول إلى Twenty.
</Card>
<Card href="/l/ar/user-guide/billing/overview" img="/images/user-guide/setup/pricing.png">
<Card href="/l/ar/user-guide/billing/overview" img="/images/user-guide/halftone/billing.png">
<CardTitle>الفوترة</CardTitle>
تعرّف على كيفية عمل التسعير والفوترة في Twenty.
</Card>
<Card href="/l/ar/user-guide/settings/overview" img="/images/user-guide/setup/settings.png">
<Card href="/l/ar/user-guide/settings/overview" img="/images/user-guide/halftone/settings.png">
<CardTitle>الإعدادات</CardTitle>
قم بتكوين تفضيلات مساحة العمل الخاصة بك.
</Card>
@@ -1,7 +1,6 @@
---
title: الصلاحيات
description: تحكّم في الوصول إلى الكائنات والحقول والإعدادات باستخدام أذونات مستندة إلى الأدوار.
image: /images/user-guide/permissions/permissions.png
---
نظام أذونات Twenty يمكنك من التحكم في الوصول إلى ثلاثة مجالات رئيسية:
@@ -3,9 +3,6 @@ title: الأذونات والوصول
description: إدارة الأدوار والأذونات والتحكم في الوصول ضمن مساحة العمل.
---
<Frame>
<img src="/images/user-guide/permissions/permissions.png" alt="الأذونات والوصول" />
</Frame>
يتيح لك نظام الأذونات في Twenty التحكم بمن يمكنه الوصول إلى البيانات وتعديلها في مساحة العمل لديك. أنشئ أدوارًا، وامنح أذونات، وقم بتكوين تسجيل الدخول الأحادي (SSO) للوصول الآمن.
@@ -1,7 +1,6 @@
---
title: أسئلة شائعة حول الإعدادات
description: الأسئلة الشائعة حول إعدادات Twenty.
image: /images/user-guide/setup/settings.png
---
## إعدادات مساحة العمل
@@ -1,12 +1,8 @@
---
title: \ا\ل\إ\ع\د\ا\د\ا
description: قم بإعداد مساحة عملك في Twenty باستخدام التكوينات الأساسية.
image: /images/user-guide/setup/settings.png
---
<Frame>
<img src="/images/user-guide/setup/settings.png" alt="\ا\ل\إ\ع\د\ا\د\ا\ت" />
</Frame>
## الإعداد الأولي
@@ -1,7 +1,6 @@
---
title: طرق عرض لوحة كانبان
description: تعرّف على كيفية استخدام طرق عرض كانبان لتصوّر وإدارة سير العمل لديك.
image: /images/user-guide/kanban-views/kanban.png
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
@@ -1,14 +1,10 @@
---
title: العروض والمسارات
description: تعرّف على كيفية إنشاء العروض وإدارتها في Twenty.
image: /images/user-guide/table-views/table.png
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
<Frame>
<img src="/images/user-guide/table-views/table.png" alt="العروض والمسارات" />
</Frame>
## فهم العروض
@@ -1,7 +1,6 @@
---
title: إرسال رسائل البريد الإلكتروني عبر سير العمل
description: أرسل رسائل بريد إلكتروني مُخصّصة تلقائياً باستخدام إجراءات سير العمل.
image: /images/user-guide/workflows/workflow.png
---
أرسل رسائل البريد الإلكتروني تلقائياً عند حدوث أحداث معيّنة في نظام إدارة علاقات العملاء (CRM) لديك—رحّب بجهات الاتصال الجديدة، وتابع الفرص، أو أخطر أعضاء الفريق.
@@ -1,7 +1,6 @@
---
title: استخدم المكرّر
description: قم بالتكرار عبر مصفوفات السجلات لتنفيذ إجراءات على كل عنصر.
image: /images/user-guide/workflows/workflow.png
---
يتيح لك المكرّر التكرار عبر مصفوفة من السجلات وتنفيذ إجراءات على كلٍ منها. وهو ضروري لتدفّقات العمل التي تحتاج إلى معالجة سجلات متعددة أُرجعت بواسطة Search Records أو استُلِمت عبر ربط الويب.
@@ -1,7 +1,6 @@
---
title: عمليات تشغيل سير العمل
description: راقِب وأدِر عمليات تنفيذ سير العمل.
image: /images/user-guide/workflows/workflow.png
---
## حول عمليات التشغيل
@@ -1,7 +1,6 @@
---
title: إصدارات سير العمل
description: إدارة إصدارات ومسودات سير العمل.
image: /images/user-guide/workflows/workflow.png
---
## حول الإصدارات
@@ -1,7 +1,6 @@
---
title: إعداد مشغّل ربط الويب
description: استقبل بيانات من خدمات خارجية لتشغيل عمليات سير العمل.
image: /images/user-guide/workflows/workflow.png
---
تتيح مشغّلات ربط الويب للخدمات الخارجية بدء تشغيل عمليات سير العمل لديك عبر إرسال بيانات إلى عنوان URL فريد. استخدمها لربط النماذج والتطبيقات من جهات خارجية والتكاملات المخصّصة.
@@ -1,12 +1,8 @@
---
title: سير العمل
description: تعرّف على كيفية إنشاء عمليات الأتمتة في Twenty.
image: /images/user-guide/workflows/workflow.png
---
<Frame>
<img src="/images/user-guide/workflows/workflow.png" alt="سير العمل" />
</Frame>
## أهمية تدفقات العمل
@@ -1,6 +1,5 @@
---
title: Tooltip aplikace
image: /images/user-guide/tips/light-bulb.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: Zaškrtnutí
image: /images/user-guide/tasks/tasks_header.png
---
<Frame>
@@ -1,6 +1,5 @@
---
title: Čip
image: /images/user-guide/github/github-header.png
---
<Frame>

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