Files
twenty/packages/twenty-docs
Félix Malfait f663cd3c68 Move open-record-in to object metadata and member preference (#23614)
Replaces the per-view "Open in" setting with a two-level model,
following up on #23422 / #23424 and superseding the closed #23446 and
#23457:

- `objectMetadata.openRecordIn`: `SIDE_PANEL` | `RECORD_PAGE` |
`USER_CHOICE` (default `USER_CHOICE`)
- `workspaceMember.openRecordIn`: `SIDE_PANEL` | `RECORD_PAGE` (default
`SIDE_PANEL`), editable in Settings > Experience

The rule: records open where the member prefers, unless the object pins
them, and never in a panel there is no room for (mobile always resolves
to the record page).

## Why

Having the setting on views, objects and members at once was heavy, and
view-level resolution was fragile: a chip rendered outside a view
(notes, front components, kanban cards pointing at another object) had
no view to read from, which is the class of bug behind #23422.
Resolution is now context-free: it needs only the object, the current
member and the viewport, so chips behave identically everywhere by
construction.

## Changes

**Object level**
- New `openRecordIn` enum column on `objectMetadata`, editable through
`updateOneObject` and surfaced in Settings > Data model > Object >
Layout ("Open records in": Member preference / Side Panel / Record Page)
- Standard definitions pin `workflow`, `workflowVersion`, `dashboard`
and `messageCampaign` to the record page (matching the previously
hardcoded list) and `calendarEvent` to the side panel (it has no curated
record page); everything else, including `workflowRun`, follows the
member preference
- Apps can set it in `defineObject()` via the object manifest

**Member level**
- New `openRecordIn` standard field on `workspaceMember`, persisted
through the existing settings path (same as `colorScheme`) and exposed
in Settings > Experience

**View level (deprecated)**
- `view.openRecordIn` is no longer read or written by the frontend; the
"Open in" entry is gone from the view options dropdown
- The column, DTO field and inputs are kept for one release for API
compatibility: the output field carries a `deprecationReason`, the
inputs keep accepting the value with a `Deprecated:` description (NestJS
silently drops input fields that have a `deprecationReason`, which would
have been a breaking change)

**Upgrade (2.27)**
- Fast instance command adds the `objectMetadata.openRecordIn` column
defaulting to `USER_CHOICE`
- Workspace command adds the `workspaceMember.openRecordIn` field
- Workspace command seeds the object column from the standard
definitions (any non-`USER_CHOICE` value), then lifts deliberate
per-view record page choices onto objects the definitions don't pin

**Debt removed**
- `canOpenObjectInSidePanel` hardcoded object list and its test
- `ObjectOptionsDropdownLayoutOpenInContent` and the `layoutOpenIn`
dropdown wiring
- `DefaultViewOpenRecordIn`
- Context-store/view-based resolution in `useResolveOpenRecordIn` (now
reads object metadata + member + viewport)
- Front components no longer guess from the current view: an explicit
side-panel call honours a pinned object and the viewport, nothing else

## Verification

- Ran the three upgrade commands against a live database: column
created, the pinned standard objects seeded per workspace (record page
pins plus calendarEvent to side panel), member field backfilled to
`SIDE_PANEL`; seed rerun is a no-op
- Seed command verified on a simulated pre-upgrade workspace (index view
set to record page on company): pins the standard objects plus company,
idempotent on rerun
- Both packages typecheck and lint clean; affected unit suites and the
application sync, view creation and metadata cache integration specs
pass

---------

Co-authored-by: Thomas des Francs <tdesfrancs@gmail.com>
2026-07-31 18:28:55 +02:00
..
2026-07-21 17:39:39 +02:00
2026-07-31 17:19:26 +02:00
2026-07-28 16:37:49 +00:00

Twenty Documentation

Official documentation for Twenty CRM, powered by Mintlify.

🌐 Live Site

Visit the documentation at docs.twenty.com

📚 Content

This repository contains:

  • User Guide (46 pages) - Complete guide for Twenty users
  • Developers (24 pages) - Technical documentation for developers
  • Twenty UI (25 pages) - UI component library documentation

🚀 Local Development

To run the documentation locally:

# From the twenty monorepo root
npx nx run twenty-docs:dev

The documentation will be available at http://localhost:3000

📝 Editing Content

Adding/Editing Pages

  1. Edit MDX files in the appropriate directory:

    • user-guide/ - User documentation
    • developers/ - Developer documentation
    • twenty-ui/ - Component documentation
  2. Update navigation/base-structure.json if you need to change the tab/group hierarchy or add/remove pages. This file stays in the repo and is not uploaded to Crowdin.

  3. Keep the translation template (navigation/navigation.template.json) in sync by running yarn docs:generate-navigation-template after editing the base structure. This template is the only file that should be pushed to Crowdin.

  4. For each translated locale pulled from Crowdin, ensure a packages/twenty-docs/l/<language>/navigation.json file exists. These files contain labels only; page slugs always come from the base structure.

  5. Run yarn docs:generate to rebuild docs.json from the base structure + translated labels.

MDX Format

All documentation pages use MDX format with frontmatter:

---
title: Page Title
description: Page description
image: /images/path/to/image.png
---

Your content here...

Adding Images

  1. Place images in the /images/ directory
  2. Reference them in MDX: ![Alt text](/images/your-image.png)
  3. Or use Mintlify Frame component:
<Frame>
  <img src="/images/your-image.png" alt="Description" />
</Frame>

🔧 Configuration

  • navigation/base-structure.json - Source of truth for tabs, groups, icons, and page slugs (English only, not sent to Crowdin).
  • navigation/navigation.template.json - Generated translation template (labels only) that is uploaded to Crowdin.
  • l/<language>/navigation.json - Locale-specific label files pulled from Crowdin.
  • docs.json - Generated Mintlify configuration (always run yarn docs:generate after modifying navigation files).
  • package.json - Package dependencies and scripts (docs:generate, docs:generate-navigation-template, …).
  • project.json - Nx workspace configuration

📦 Validation

# Validate the documentation build
npx nx run twenty-docs:validate

🤝 Contributing

To contribute to the documentation:

  1. Fork the repository
  2. Make your changes in the packages/twenty-docs directory
  3. Test locally with npx nx run twenty-docs:dev
  4. Submit a pull request

📄 License

This documentation is part of the Twenty project and is licensed under AGPL-3.0.