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Developer GuideCreating Dynamic Data

Creating Dynamic Data

Dynamic Data collections, such as Articles, are form-based content types that editors find under Data in the Visor Studio sidebar. Every collection in that folder uses the same list, create and edit screens. Adding a new content type doesn’t need any frontend code. It takes two parts:

  1. In DaaS Studio, create the collection and its fields.
  2. In Visor Studio, make the collection visible for a site and assign it a workflow.

When you finish, editors can open the collection from the sidebar, create items and publish them through the workflow.

Prerequisites

  • Admin access to DaaS Studio, so you can create collections, fields and permissions.
  • An Admin role in Visor Studio. Only admins can open the Settings modules.
  • The site (team) the collection is for. Visibility and workflow assignments are set per site.
  • A Workflow Definition for that site, for example the Ideal Workflow (Start → Draft → Pending Approval → Published).

Part 1: Create the Collection in DaaS Studio

Create the collection with the right name

Open the Data Model page and create a new collection. Use a UUID primary key, and choose a name that follows these rules:

RuleExampleWhy
Start with xtr_cms_data_xtr_cms_data_news_detailVisor Studio only treats collections with this prefix as Dynamic Data.
Use lowercase snake_casextr_cms_data_products_detailMatches every existing collection.

Naming

Don’t end the name with _translations or start it with daas_. Those names are reserved, and the sidebar never shows them.

Put it in the Data folder and give it a label

In the collection settings, set:

SettingValueIf you skip it
Group / FolderDataThe collection appears as a top-level sidebar item instead of under Data.
Translation (en-US)The label for the sidebar, e.g. ProductsThe sidebar shows the raw name, xtr_cms_data_product.
IconA Lucide  icon name, e.g. packageNo icon appears. Material icon names such as inventory_2 don’t work.
HiddenOffThe collection doesn’t appear.

Folder Settings

Add the standard fields

DaaS Studio doesn’t create these fields for you. Dynamic Data needs all of them:

FieldTypeInterfaceNotes
user_created, user_updateduuid-Special: user-created / user-updated.
date_created, date_updatedtimestamp-Special: date-created / date-updated.
statusstringxtr-interface-workflowHolds the workflow state. It must be named status.
teamuuid, many-to-one → xtr_cms_teamsselect-dropdown-m2oHidden. Keeps each site’s items separate.
workflow_instanceuuid, many-to-one → daas_wf_instanceselect-dropdown-m2oHidden and read-only. Links the item to its workflow.

Standard Fields

Without a team field, every site sees the same items. Visor Studio scopes reads and creates to the active site only when the collection has team.

Add your content fields

Add the fields editors will fill in. Common choices:

Use caseTypeInterface
Short text (title)stringinput
Long plain texttextinput-multiline
Rich texttextinput-rich-text-html
Choice liststringselect-dropdown
Yes / nobooleanboolean
Date and timetimestampdatetime
Imageuuidfile-image
  • Set a sort order on every field so the form shows them in the order you want.
  • Mark mandatory fields as Required.
  • If the collection has both title and slug, the slug is generated from the title automatically.

Optional Fields

Grant permissions for non-admin roles

Admins can skip this step. Other roles can’t see the collection until one of their policies has a read permission on it. Give editors create, update and delete as well.

To limit users to their own site’s items, use this filter on the permission:

{ "team": { "_in": ["$CURRENT_USER.xtr_cms_teams.xtr_cms_teams_id.id"] } }

Part 2: Make It Visible and Assign a Workflow in Visor Studio

Select the site

Use the site switcher in the top-left corner to select the site that should get the collection. The workflow assignment you create in this part applies to the site selected here.

Add the collection to Visible Collections

Click your account name in the top-right corner and select Settings. Click Sites in the sidebar, then open the site from the listing.

Sites listing

In Visible Collections, type the collection name exactly (for example xtr_cms_data_product) and click +. Then click the save button in the top-right corner.

Visible Collections field on the site detail page

Visible Collections is set per site. Repeat this step for every site that should see the collection. A site cloned from another one only copies the list as it was at the time of cloning.

Assign a workflow

In the left sidebar, go to Services → Workflow → Workflow Assignment and click +.

Workflow Assignment create form

FieldValue
WorkflowThe site’s workflow definition, e.g. Ideal Workflow.
CollectionYour new collection.
Filter RuleLeave blank.

Click the ✓ (check) button to save. See Workflow Assignment for more details.

Without a workflow assignment, new items are saved as draft with no versions and no publish flow. Create one assignment per collection per site. If there are more, only the first one is used.

Check the result

Open Data in the sidebar. The collection appears with its label. Click +, fill in the form and save. If everything is set up correctly, the item opens as version 1 with the status Start, ready to move through the workflow.

New item in Start status (Articles shown as an example)

Log in once with a non-admin role as well to confirm that the permissions from Part 1 work.


Troubleshooting

SymptomFix
Collection doesn’t appear for anyoneAdd it to the site’s Visible Collections (Part 2).
Collection is missing only for non-admin usersAdd a read permission for their role (Part 1, last step).
Collection appears as a top-level item, not under DataSet the collection’s group to Data in DaaS Studio.
Sidebar shows xtr_cms_data_... instead of a labelAdd an en-US translation to the collection in DaaS Studio.
New items are draft and have no versionsCreate a Workflow Assignment for this site and collection.
Every site sees the same itemsAdd the team field (Part 1, standard fields).
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