# Forest Documentation ## Docs - [Forest documentation](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/index.md): Operational infrastructure for regulated operations. - [Introduction](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/intro-to-forest-admin.md): What Forest is, how it works, and what you'll build in this guide. - [Quickstart](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/quickstart.md): Get your Forest back-end running locally in 15 minutes. - [Browse & customize your data](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/customize-your-back-office.md): Explore your records, then shape collections and fields into a back-office your team can actually use - [Add business logic](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/add-business-logic.md): Create actions and computed fields to go beyond CRUD - [Set up operations](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/set-up-operations.md): Build workspaces, workflows, and inboxes for your team's daily operations - [Expose to AI agents](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/expose-to-ai-agents.md): Turn on the MCP server so AI agents can act on your data under the same governance - [Deploy](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/deploy.md): Move your Forest back-end to production and set up your development workflow - [Invite your team](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/invite-your-team.md): Add users, create teams, and assign permissions - [Invite a developer](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/invite-a-developer.md): Onboard a new developer onto the project with their own development environment - [Product](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/overview.md): What Forest does, workflows, governance, MCP, decision traces, and the surfaces that build them. - [Overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/overview.md): Load your data into Forest and enrich it with additional sources - [Architecture](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/architectures/self-hosted.md): Deploy the Forest back-end in your infrastructure while Forest hosts the UI - the most popular deployment option - [Add datasources to your project](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/overview.md): Connect one or multiple data sources - SQL databases, MongoDB, APIs, or custom connectors - [SQL datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/sql.md): Connect to PostgreSQL, MySQL, MariaDB, or SQL Server with automatic schema introspection - [Sequelize datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/sequelize.md): Connect Forest to your existing Sequelize models with support for scopes, hooks, and associations - [Mongoose datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/mongoose.md): Connect to MongoDB using Mongoose ODM with flexible data transformation strategies - [MongoDB datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/mongodb.md): Connect directly to MongoDB without an ORM using automatic schema introspection - [Dummy datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/dummy.md): In-memory test datasource for development, testing, and demonstrations - [ActiveRecord datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/active-record.md): Connect Forest to your ActiveRecord models with support for relationships and Live Query - [Mongoid datasource](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/mongoid.md): Connect Forest to MongoDB using Mongoid models with flexible nested document handling - [Hubspot](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/hubspot.md): Connect to Hubspot CRM data including contacts, companies, deals, and tickets - [Elasticsearch](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/elasticsearch.md): Connect to Elasticsearch indices with query and aggregation support - [Airtable](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/airtable.md): Connect Airtable bases to Forest - [Stripe](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/stripe.md): Connect Stripe to Forest - [RPC](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/rpc.md): Connect back-ends over RPC: expose a remote data source, or distribute one back-end across microservices - [GraphQL / Hasura](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/graphql-hasura.md): Connect GraphQL or Hasura to Forest - [CosmosDB](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/cosmosdb.md): Connect Azure CosmosDB to Forest - [Snowflake](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/snowflake.md): Connect Snowflake tables and views to Forest (read-only, via ODBC) - [Zendesk](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/zendesk.md): Surface a Zendesk Support account (tickets, users, organizations) as Forest collections - [Overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/custom-datasources/overview.md): Build a custom datasource for any system without an existing connector, using the translation or replication strategy - [Translation](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/custom-datasources/translation.md): Build your own datasource by translating Forest queries into your API's query language - [Replication](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-sources/custom-datasources/replication.md): Build custom datasources that maintain a local cache of external data for better performance - [All integrations](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/integrations/overview.md): Every third-party tool Forest connects to: data sources, action plugins, embeds, and AI assistants. - [MCP Connectors](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/integrations/mcp-servers.md): Connect external tools to Forest using the Model Context Protocol: native connectors and custom servers. - [Zendesk App](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/embed/zendesk.md): Embed Forest data and actions inside Zendesk tickets and customer profiles. - [n8n Node](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/embed/n8n.md): Trigger Forest actions and access your data from n8n workflows. - [Environment Variables](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/environment-variables.md): Configure your Forest back-end with required environment variables - [Data Types](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/data-types.md): Reference of data types available in Forest - [Relationships](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/relationships-schema.md): Define and understand relationships between collections in your Forest schema - [TypeScript Autocompletion](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/connect/typescript-autocompletion.md): Enable TypeScript autocompletion and type safety for your Forest Node.js back-end - [.forestadmin-schema.json](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/schema/forestadmin-schema.md): Reference for the auto-generated schema file describing your collections and customizations. - [Overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/actions/overview.md): Trigger custom operations on your data across Forest and 3rd party apps - [Overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/actions/custom-actions/overview.md): Build advanced actions with custom code for complex business logic - [Forms](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/actions/custom-actions/forms.md): Collect user input with static and dynamic action forms - [Result types](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/actions/custom-actions/result-types.md): Return different types of feedback from your actions - [Context & scope](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/actions/custom-actions/context-scope.md): Understanding action scopes and the context object - [Related data invalidation](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/actions/custom-actions/related-data-invalidation.md): Refresh related data after action execution - [Overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/overview.md): Customize how fields behave in your Forest back-office - [Computed fields](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/computed.md) - [Import, rename & remove fields](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/import-rename-remove.md) - [Field validation](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/validation.md) - [Writing behavior](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/write.md) - [Filtering & Sorting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/filter.md) - [Binary fields](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/fields/binary.md) - [Creating segments](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/segments/creating-segments.md): Create and manage segments through the Forest UI, no code required - [Code-based segments](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/segments/smart-segments/overview.md) - [Overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/relationships/overview.md) - [Single-record relationships](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/relationships/single-record.md) - [Multiple-records relationships](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/relationships/multiple-records.md) - [Computed foreign keys](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/relationships/computed-fks.md) - [Under the hood](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/relationships/under-the-hood.md) - [Workflows](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/workflows/overview.md): Formalize your operational processes in a no-code editor, leveraging your data, actions, and 3rd party apps for reliable, secure, and efficient executions. - [Workflow triggers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/workflows/triggers.md): Choose how a workflow starts, manually from the interface, or automatically from an external system via a webhook. - [Forest Runtime](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/workflows/forest-runtime.md): Run your workflow steps on your own infrastructure — the Forest orchestrator never sees your records. - [Hooks](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/hooks/overview.md) - [Plugins](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/plugins/overview.md) - [Active Storage](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/plugins/active-storage.md): Expose Rails Active Storage attachments as File fields in Forest - [Zendesk plugins](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/plugins/zendesk.md): Surface Zendesk operations as actions on any collection (create and close tickets) - [Testing your back-end](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/testing.md): Test your Forest customizations locally without connecting to Forest servers - [Environments & branches](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/developer-workflow/environments-and-branches.md) - [Schema updates](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/developer-workflow/schema-updates.md): Keep your Forest back-office in sync when your database schema changes. - [TypeScript setup & autocompletion](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/process/advanced-concepts/developer-workflow/typescript-setup.md): Enable full TypeScript support and IDE autocompletion for your Forest agent. - [Layout editor](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/layout-editor.md): Customize the appearance and structure of your collections without writing code. - [Collection configuration](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/collection-configuration.md): Configure how collections behave, display, and interact with your operators. - [Workspaces](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/workspaces.md): Build custom, use-case specific interfaces for your operations teams, without writing code. - [Example 1: KYC](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/workspaces/kyc.md): Step-by-step guide to building a document review and applicant approval workspace. - [Example 2: Incident Management](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/workspaces/incident-management.md): Build a support triage workspace that lets back-ends review, resolve, and escalate incidents in one place. - [Dashboards](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/manage/dashboards.md): Create and organize dashboards to monitor KPIs and metrics across your team. - [Fields & widgets](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/fields-and-widgets/overview.md): Understand how fields and widgets work together to display and edit your data in Forest. - [Layout versioning](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/layout-versioning.md): Manage, version, and deploy your Forest layout configurations across environments using branches. - [Smart views](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/custom-views/smart-views.md): Build fully custom collection views using JavaScript, HTML, and CSS, beyond what the table layout offers. - [Search Configuration](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/search-configuration.md): Configure which fields are searchable in your collections, how search behaves, and how to extend or replace the default search logic. - [Pagination Configuration](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/build/pagination.md): Configure page size and pagination behavior for collections, and optimize performance on large datasets. - [Browsing & searching data](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/execute/browse.md): Navigate, search, filter, and explore your data effectively in Forest. - [Executing actions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/execute/actions.md): Trigger actions and perform operations on your data directly from Forest. - [Executing workflows](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/execute/workflows.md): Trigger and monitor multi-step workflows from Forest. - [Export data](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/execute/export.md): Export your data to CSV for reporting, analysis, and integration with other tools. - [Approval workflows](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/collaborate/approval-workflows.md): Review, approve, or reject actions that require team validation before execution. - [Notes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/collaborate/notes.md): Leave notes and communicate with your team directly on records in Forest. - [Team performance](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/manage/team-performance.md): Monitor team productivity and operational efficiency. - [Inbox](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/manage/inbox.md): Automatically distribute tasks across your team with Inboxes. - [Charts](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/manage/charts/overview.md): Visualize your data with KPI cards, time-based trends, distributions, and more. - [Smart Charts](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/manage/charts/smart-charts.md): Code your own custom charts when no-code chart types aren't enough. - [Forest MCP Server](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/product/embed/mcp-server.md): Securely access your Forest data and actions from AI-enabled third party apps using the Model Context Protocol. - [Roles & Permissions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/roles-permissions.md): Create and manage custom roles with granular permission controls in Forest - [Teams](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/teams.md): Give each group its own layout: a tailored interface, dashboards, and data visibility per team - [Scopes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/scopes-and-visibility.md): Control which records users can see with dynamic data filtering - [Audit & Activity Logs](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/audit.md): Track and monitor all user actions in Forest - [Single Sign-On (SSO)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/sso.md): Authenticate users through your identity provider using SAML 2.0 - [SSO Provider Guides](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/sso-providers/overview.md): Configure Single Sign-On with your Identity Provider - [Google Workspace SSO](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/sso-providers/google.md): Configure SSO with Google Workspace - [Okta SSO](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/sso-providers/okta.md): Configure SSO with Okta - [Azure AD / Entra ID SSO](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/sso-providers/azure.md): Configure SSO with Azure Active Directory / Microsoft Entra ID - [Generic SAML 2.0 SSO](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/sso-providers/generic-saml.md): Configure SSO with any SAML 2.0-compatible Identity Provider - [Two-Factor Authentication (2FA)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/2fa.md): Enable and enforce two-factor authentication to add an extra layer of security to user accounts - [SCIM Integration with Okta](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/scim-okta.md): Automate user management by integrating Okta's SCIM provisioning with Forest - [SCIM Integration with OneLogin](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/scim-onelogin.md): Automate user management by integrating OneLogin's SCIM provisioning with Forest - [Manual SCIM Integration with Okta](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/authentication/scim-okta-manual.md): Manually configure Okta's SCIM provisioning with Forest using the SCIMForest 2.0 Test App - [Security & Privacy Architecture](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/security/architecture.md): Understand how Forest protects your data with privacy-first architecture and robust security measures - [IP Whitelisting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/security/ip-whitelisting.md): Control which IP addresses can access your back-office - [Auto Logout](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/security/auto-logout.md): Force user session logout after inactivity - [Two-Factor Authentication Enforcement](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/control/security/2fa-enforcement.md): Enforce 2FA for specific environments - [General Settings](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/project-settings/general.md): Configure core project settings including name, timezone, and locale - [User Management](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/project-settings/users.md): Add, manage, and remove users in your Forest project - [Interface & Branding](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/project-settings/interface.md): Customize your Forest interface with white-label branding and custom domains - [Billing & Invoices](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/get-started/project-settings/billing.md): View your subscription details and access invoice history - [Reference](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/overview.md): Agent SDKs, public API, CLI, and schema format. - [Agent SDK overview](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/agent-api/overview.md): How Forest agents fit into your stack across supported languages. - [Agent API Reference](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/agent-api/nodejs.md): Complete API reference for the Forest Node.js Agent - [Ruby Agent API Reference](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/agent-api/ruby.md): Complete API reference for the Forest Ruby Agent - [Public API](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/introduction.md): Programmatic access to Forest activity logs, admin logs, and notes. - [API Authentication](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/authentication.md): Learn how to authenticate requests to the Forest Public API - [API Rate Limits](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/rate-limits.md): Understand and work within Forest API rate limits - [Activity Logs](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/endpoints/activity-logs.md): List activity logs for a project environment - [Admin Logs](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/endpoints/admin-logs.md): List admin logs for a project - [Notes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/endpoints/notes.md): List notes and their messages for a project environment - [Trigger a workflow via webhook](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/api/endpoints/trigger-workflow-webhook.md): Start a workflow run on a specific record from an external system, over authenticated HTTP. - [Forest CLI](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/overview.md): Command-line tool for managing your Forest projects, branches, environments, and deployments - [forest init](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/init.md): Set up your Forest development environment in your current project directory - [forest login](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/login.md): Authenticate the Forest CLI with your Forest account - [forest branch](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/branch.md): Create a new branch or list and delete your existing branches - [forest push](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/push.md): Push layout changes from your current branch to its origin environment - [forest deploy](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/deploy.md): Deploy layout changes from your current branch to the production (reference) environment - [forest switch](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/reference/cli/switch.md): Switch to a different branch in your local Forest development environment - [Performance](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/best-practices/performance.md): Tips and patterns to optimize your Forest agent - [Troubleshooting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/best-practices/troubleshooting.md): Common issues and how to fix them - [Layout maintenance](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/best-practices/layout-maintenance.md): Best practices for keeping your Forest layouts clean, fast, and up to date over time. - [Legacy agents](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/agents-overview.md): Reference documentation for legacy Forest agents, maintained for migration purposes only. - [Migrating from Agent v1 to v2](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/migration/from-v1/overview.md): Complete guide to moving your setup from a legacy agent to the current generation. - [Migrating datasources](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/migration/from-v1/steps/datasources.md): Move your datasource configuration from a legacy agent to the current generation. - [Migrating Smart Actions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/migration/from-v1/steps/smart-actions.md): Convert legacy Smart Actions to the current agent's action API. - [Migrating Smart Fields](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/migration/from-v1/steps/smart-fields.md): How to migrate smart fields from Agent v1 to the new agent - [Migrating Smart Relationships](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/migration/from-v1/steps/smart-relationships.md): How to migrate smart relationships from Agent v1 to the new agent - [Migrating Smart Segments](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/guides/migration/from-v1/steps/smart-segments.md): How to migrate smart segments from Agent v1 to the new agent - [Releases Support](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/releases-support/overview.md): In order to give more visibility to our developers community, about agent usability and support in the future, you will find, in this page, the important lifecycle dates per agent stack and versions. - [Models](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/overview.md): ⚠️ This page and sub-pages are relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails/Django/Laravel app, you manage your models like you normal - [Enrich your models](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/enrich-your-models.md): ⚠️ This page is relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails/Django/Laravel app, you manage your models like you normally would. - [Relationships](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/relationships/overview.md) - [Create a Smart relationship](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/relationships/create-a-smart-relationship/overview.md) - [GetIdsFromRequest](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/relationships/create-a-smart-relationship/getidsfromrequest.md) - [Smart Relationship Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/relationships/smart-relationship-examples/README.md) - [Smart hasMany relationship in mongoDB](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/models/relationships/smart-relationship-examples/smart-hasmany-relationship-in-mongodb.md) - [Actions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/overview.md) - [Create and manage Smart Actions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/create-and-manage-smart-actions/overview.md) - [Use a Smart Action Form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/create-and-manage-smart-actions/use-a-smart-action-form.md) - [Smart Action Intents](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/create-and-manage-smart-actions/use-action-intent.md) - [Smart Action Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/README.md) - [Calculate the distance between two string addresses](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/calculate-the-distance-between-two-string-addresses.md) - [Impersonate a user](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/impersonate-a-user.md) - [Create a record with a multiselect through a many-to-many relationship](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/create-a-record-with-a-multiselect-through-a-many-to-many-relationship.md) - [Handle enums with alias labels in a smart action](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/handle-enums-with-alias-labels-in-a-smart-action.md) - [Dropdown with list of values in smart action form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/dropdown-with-list-of-values-in-smart-action-form.md) - [Custom dynamic dropdown in a form using smart collections](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/custom-dynamic-dropdown-in-a-form-using-smart-collections.md) - [Refresh hasMany relationship in smart action](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/refresh-hasmany-relationship-in-smart-action.md) - [Smart segment to restrict access to an action on a record details view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/smart-segment-to-restrict-access-to-an-action-on-a-record-details-view.md) - [BelongsToMany edition through smart collection](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/belongstomany-edition-through-smart-collection.md) - [Upload files to amazon s3](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/upload-files-to-amazon-s3.md) - [Upload several files with the File Picker](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/upload-several-files-with-the-file-picker.md) - [Retrieve smart field info in a smart action](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/retrieve-smart-field-info-in-a-smart-action.md) - [Smart action to create several records from the input of a single smart action form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/smart-action-to-create-several-records-from-the-input-of-a-single-smart-action-form.md) - [Add many existing records at the same time (hasMany-belongsTo relationship)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/add-many-existing-records-at-the-same-time-hasmany-belongsto-relationship.md): This example shows how to associate multiple existing records at once to a record using a simple smart action. - [Call a n8n webhook](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/call-a-webhook-with-record-ids.md) - [Anonymize users in bulk](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/actions/smart-action-examples/update-users-in-bulk.md): This example shows how to bulk update users - [Smart Fields](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/overview.md) - [Smart Field Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/README.md) - [Add an HTML credit card as a smart field in a summary view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/add-an-html-credit-card-as-a-smart-field-in-a-summary-view.md) - [Display field with complex info in html format (rich text editor)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/display-field-with-complex-info-in-html-format-rich-text-editor.md) - [Generate signed urls to display S3 files in a smart field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/generate-signed-urls-to-display-s3-files-in-a-smart-field.md) - [Print a status object in a single line field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/print-a-status-object-in-a-single-line-field.md) - [Sort by smart field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/sort-by-smart-field.md) - [Sort by smart field that includes value from a belongsTo relationship](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/sort-by-smart-field-that-includes-value-from-a-belongsto-relationship.md) - [Add fields destined to the create form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/add-fields-destined-to-the-create-form.md) - [Add validation to a smart field edition](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/add-validation-to-a-smart-field-edition.md) - [Display smart field as progress bar using rich text editor](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/display-smart-field-as-progress-bar-using-rich-text-editor.md) - [Update point geometry field using a smart field and algolia api](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-fields/smart-field-examples/update-point-geometry-field-using-a-smart-field-and-algolia-api.md) - [Smart Collections](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/overview.md) - [Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/examples/README.md) - [Create a Smart Collection with Amazon S3](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/examples/amazon-s3-integration-example.md) - [Smart relationship between model and stripe cards](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/examples/smart-relationship-between-model-and-stripe-cards.md) - [Create records from a Smart collection](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/examples/create-records-from-a-smart-collection.md) - [Searchable smart collection with records fetched from hubspot API](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/examples/searchable-smart-collection-with-records-fetched-from-hubspot-api.md) - [Serializing your records](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-collections/serializing-your-records.md) - [Routes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/routes/overview.md) - [Default routes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/routes/default-routes.md): ⚠️ This page is relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails app, the default routes are managed within your Rails app. - [Extend a route](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/routes/extend-a-route.md): ⚠️ This page is relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails app, check the "Override a route" page. - [Override a route](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/routes/override-a-route.md) - [Integrations](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/README.md) - [Stripe](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/stripe.md) - [Mixpanel](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/mixpanel.md) - [Intercom](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/intercom.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/elasticsearch/README.md) - [Interact with your Elasticsearch data](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/elasticsearch/interact-with-your-elasticsearch-data.md) - [Elasticsearch service/utils](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/elasticsearch/elasticsearch-service-utils.md) - [Another example](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/elasticsearch/another-example.md) - [Zendesk](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/zendesk/overview.md) - [Authentication, Filtering & Sorting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/zendesk/authentication-filtering-and-sorting.md) - [Display Zendesk tickets](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/zendesk/display-zendesk-tickets.md) - [Display Zendesk users](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/zendesk/display-zendesk-users.md) - [View tickets related to a user](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/zendesk/view-tickets-related-to-a-user.md) - [Bonus: Direct link to Zendesk + change priority of a ticket](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/zendesk/bonus-direct-link-to-zendesk--and--change-priority-of-a-ticket.md) - [Dwolla](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/dwolla/README.md) - [Display Dwolla customers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/dwolla/display-dwolla-customers.md) - [Display Dwolla funding sources](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/dwolla/display-dwolla-funding-sources.md) - [Display Dwolla transfers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/dwolla/display-dwolla-transfers.md) - [Link users and Dwolla customers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/dwolla/link-users-and-dwolla-customers.md) - [Dwolla Service](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/dwolla/dwolla-service.md) - [Razorpay](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/razorpay.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/hubspot/README.md) - [Create a Hubspot company](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/hubspot/create-a-hubspot-company.md) - [Display Hubspot companies](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/hubspot/display-hubspot-companies.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/twilio/README.md) - [Send an SMS with Twilio and Zapier](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/twilio/send-an-sms-with-twilio-and-zapier.md) - [Azure Table Storage](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/azure-table-storage.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/slack/README.md) - [Send Smart Action notifications to Slack](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/slack/send-smart-action-notifications-to-slack.md) - [Algolia](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/algolia/README.md) - [Geocode an address with Algolia](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/integrations/algolia/geocode-an-address-with-algolia.md) - [Smart Views](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/overview.md) - [Create a Map view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-map-view.md) - [Create a Calendar view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-calendar-view.md) - [Create a Shipping view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-shipping-view.md) - [Create a Gallery view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-gallery-view.md) - [Create a custom tinder-like validation view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-custom-tinder-like-validation-view.md) - [Create a dynamic calendar view for an event-booking use case](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-dynamic-calendar-view-for-an-event-booking-use-case.md) - [Create a custom moderation view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-views/create-a-custom-moderation-view.md) - [Smart Segments](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/smart-segments.md) - [Scopes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/scopes/overview.md) - [Create a scope more than one level away based on a Smart field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/scopes/create-a-scope-more-than-one-level-away-based-on-a-smart-field.md) - [Scope on a smart field extracting a json's column attribute](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/scopes/scope-on-a-smart-field-extracting-a-jsons-column-attribute.md) - [Performance](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/performance.md): Loading performance is key to streamlining your operations. Here are a few steps we recommend taking to ensure your Forest is optimized. - [Charts](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/charts/overview.md) - [Create an API-based Chart](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/charts/create-an-api-based-chart.md) - [Create a Smart Chart](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/charts/create-a-smart-chart.md) - [Create Charts with AWS Redshift](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/reference-guide/charts/create-charts-with-aws-redshift.md) - [Setup](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/README.md) - [Install](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/install.md) - [Connecting Forest to Your Database (Forest Cloud)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/connecting-forest-admin-to-your-database-forest-cloud.md) - [Forest IP white-listing (Forest Cloud)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/forest-admin-ip-white-listing-forest-cloud.md): Authorizing Forest IP Addresses for Enhanced Security - [Why HTTPS is necessary even locally](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/why-https-is-necessary-even-locally.md) - [Troubleshooting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/troubleshooting.md) - [Prevent permission errors at installation](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/prevent-permission-errors-at-installation.md): If you see an EACCES error when you try to install a lumber-cli globally, follow this tutorial. - [Deploy Your Admin Backend With Aws](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/deploy-your-admin-backend-with-aws.md): This tutorial is designed to assist you with a step-by-step guide to deploy the admin backend to Amazon Web Services, using EC2, ELB, ACM and Route53. - [Deploy your admin backend on Heroku](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/deploy-to-production-on-heroku.md) - [Deploy your admin backend to Ubuntu server](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/deploy-to-production-to-ubuntu-server.md): The goal of this tutorial is to help people deploy their admin backend to Ubuntu server. - [Deploy your admin backend to Google Cloud Platform](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/deploy-your-admin-backend-with-google-cloud-platform.md) - [Install Forest on a remote machine](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/install-forest-admin-on-a-remote-machine.md) - [Use Forest with a read-only database](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/use-forest-admin-with-a-read-only-database.md) - [Configuring CORS headers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/configuring-cors-headers.md) - [Running Forest on multiple servers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/setup/running-forest-admin-on-multiple-servers.md) - [Upgrade](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/README.md) - [Upgrade notes (SQL, Mongodb)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/README.md) - [Upgrade to v9](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v9.md): The purpose of this note is to help developers to upgrade their agent from v8 to v9. Please read carefully and integrate the following breaking changes to ensure a smooth upgrade.​ - [Upgrade to v8](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v8.md): The purpose of this note is to help developers to upgrade their agent from v7 to v8. Please read carefully and integrate the following breaking changes to ensure a smooth upgrade.​ - [Upgrade to v7](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v7.md): The purpose of this note is to help developers to upgrade their agent from v6 to v7. Please read carefully and integrate the following breaking changes to ensure a smooth upgrade.​ - [Upgrade to v6](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v6.md): The purpose of this note is to help developers to upgrade their agent from v5 to v6. Please read carefully and integrate the following breaking changes to ensure a smooth upgrade.​ - [Upgrade to v5](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v5.md): The purpose of this note is to help developers to upgrade their agent from v4 to v5. Please read carefully and integrate the following breaking changes to ensure a smooth upgrade.​ - [Upgrade to v4](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v4.md): The purpose of this note is to help developers to upgrade their agent from v3 to v4. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v3](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/upgrade-notes-sql-mongodb/upgrade-to-v3.md): Help developers to move from v2 to v3. Please read carefully and integrate the following breaking changes to ensure a smooth update. - [Update your models' definition](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/update-your-models-definition.md) - [Monitor your Forest's status](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/monitor-your-forests-status.md) - [Manage your Forest environments programmatically](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/manage-your-forest-admin-programmatically.md) - [Changing your domain name](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/changing-your-domain-name.md) - [Migrate to the new role system](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/migrate-to-the-new-role-system.md) - [Push your new version to production](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/maintain/push-your-new-version-to-production.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/README.md) - [Use a demo SQL database](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/use-a-demo-database.md) - [Populate a postgreSQL database on Heroku](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/populate-a-postgresql-database-on-heroku.md): Learn how to populate a remote postgreSQL database on Heroku from an existing database dump. - [Connect to a read replica database](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/connect-to-a-read-replica-database.md): ⚠️ This tutorial is for SQL databases only. - [Plug multiple schemas](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/plug-multiple-schemas.md) - [Add new databases](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/add-new-databases.md) - [Manage SQL views](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/databases/manage-sql-views.md) - [Settings](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/settings/README.md) - [Customize your /forest folder](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/settings/customize-your-forest-folder.md) - [Disable automatic Forest schema update](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/settings/disable-automatic-forest-admin-schema-update.md) - [Include/exclude models](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/settings/include-exclude-models.md) - [Display extensive logs](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/javascript-agents/how-tos/settings/display-extensive-logs.md) - [Models](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/models/overview.md): ⚠️ This page and sub-pages are relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails/Django/Laravel app, you manage your models like you normal - [Enrich your models](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/models/enrich-your-models.md): ⚠️ This page is relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails/Django/Laravel app, you manage your models like you normally would. - [Relationships](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/models/relationships/overview.md) - [Create a Smart relationship](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/models/relationships/create-a-smart-relationship/overview.md) - [GetIdsFromRequest](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/models/relationships/create-a-smart-relationship/getidsfromrequest.md) - [Smart Relationship Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/models/relationships/smart-relationship-examples/README.md) - [Actions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/overview.md) - [Create and manage Smart Actions](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/create-and-manage-smart-actions/overview.md) - [Use a Smart Action Form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/create-and-manage-smart-actions/use-a-smart-action-form.md) - [Smart Action Intents](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/create-and-manage-smart-actions/use-action-intent.md) - [Smart Action Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/README.md) - [Calculate the distance between two string addresses](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/calculate-the-distance-between-two-string-addresses.md) - [Impersonate a user](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/impersonate-a-user.md) - [Create a record with a multiselect through a many-to-many relationship](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/create-a-record-with-a-multiselect-through-a-many-to-many-relationship.md) - [Handle enums with alias labels in a smart action](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/handle-enums-with-alias-labels-in-a-smart-action.md) - [Dropdown with list of values in smart action form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/dropdown-with-list-of-values-in-smart-action-form.md) - [Custom dynamic dropdown in a form using smart collections](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/custom-dynamic-dropdown-in-a-form-using-smart-collections.md) - [Refresh hasMany relationship in smart action](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/refresh-hasmany-relationship-in-smart-action.md) - [Smart segment to restrict access to an action on a record details view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/smart-segment-to-restrict-access-to-an-action-on-a-record-details-view.md) - [BelongsToMany edition through smart collection](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/belongstomany-edition-through-smart-collection.md) - [Upload files to amazon s3](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/upload-files-to-amazon-s3.md) - [Upload several files with the File Picker](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/upload-several-files-with-the-file-picker.md) - [Retrieve smart field info in a smart action](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/retrieve-smart-field-info-in-a-smart-action.md) - [Smart action to create several records from the input of a single smart action form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/smart-action-to-create-several-records-from-the-input-of-a-single-smart-action-form.md) - [Add many existing records at the same time (hasMany-belongsTo relationship)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/add-many-existing-records-at-the-same-time-hasmany-belongsto-relationship.md): This example shows how to associate multiple existing records at once to a record using a simple smart action. - [Call a n8n webhook](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/call-a-webhook-with-record-ids.md) - [Anonymize users in bulk](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/actions/smart-action-examples/update-users-in-bulk.md): This example shows how to bulk update users - [Smart Fields](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/overview.md) - [Smart Field Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/README.md) - [Add an HTML credit card as a smart field in a summary view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/add-an-html-credit-card-as-a-smart-field-in-a-summary-view.md) - [Display field with complex info in html format (rich text editor)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/display-field-with-complex-info-in-html-format-rich-text-editor.md) - [Generate signed urls to display S3 files in a smart field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/generate-signed-urls-to-display-s3-files-in-a-smart-field.md) - [Print a status object in a single line field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/print-a-status-object-in-a-single-line-field.md) - [Sort by smart field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/sort-by-smart-field.md) - [Sort by smart field that includes value from a belongsTo relationship](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/sort-by-smart-field-that-includes-value-from-a-belongsto-relationship.md) - [Add fields destined to the create form](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/add-fields-destined-to-the-create-form.md) - [Add validation to a smart field edition](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/add-validation-to-a-smart-field-edition.md) - [Display smart field as progress bar using rich text editor](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/display-smart-field-as-progress-bar-using-rich-text-editor.md) - [Update point geometry field using a smart field and algolia api](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-fields/smart-field-examples/update-point-geometry-field-using-a-smart-field-and-algolia-api.md) - [Smart Collections](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/overview.md) - [Examples](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/examples/README.md) - [Create a Smart Collection with Amazon S3](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/examples/amazon-s3-integration-example.md) - [Smart relationship between model and stripe cards](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/examples/smart-relationship-between-model-and-stripe-cards.md) - [Create records from a Smart collection](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/examples/create-records-from-a-smart-collection.md) - [Searchable smart collection with records fetched from hubspot API](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/examples/searchable-smart-collection-with-records-fetched-from-hubspot-api.md) - [Serializing your records](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-collections/serializing-your-records.md) - [Routes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/routes/overview.md) - [Default routes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/routes/default-routes.md): ⚠️ This page is relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails app, the default routes are managed within your Rails app. - [Extend a route](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/routes/extend-a-route.md): ⚠️ This page is relevant only if you installed Forest directly on a database (SQL/Mongodb). If you installed in a Rails app, check the "Override a route" page. - [Override a route](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/routes/override-a-route.md) - [Integrations](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/README.md) - [Stripe](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/stripe.md) - [Mixpanel](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/mixpanel.md) - [Intercom](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/intercom.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/elasticsearch/README.md) - [Interact with your Elasticsearch data](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/elasticsearch/interact-with-your-elasticsearch-data.md) - [Elasticsearch service/utils](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/elasticsearch/elasticsearch-service-utils.md) - [Another example](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/elasticsearch/another-example.md) - [Zendesk](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/zendesk/overview.md) - [Authentication, Filtering & Sorting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/zendesk/authentication-filtering-and-sorting.md) - [Display Zendesk tickets](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/zendesk/display-zendesk-tickets.md) - [Display Zendesk users](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/zendesk/display-zendesk-users.md) - [View tickets related to a user](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/zendesk/view-tickets-related-to-a-user.md) - [Bonus: Direct link to Zendesk + change priority of a ticket](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/zendesk/bonus-direct-link-to-zendesk--and--change-priority-of-a-ticket.md) - [Dwolla](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/dwolla/README.md) - [Display Dwolla customers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/dwolla/display-dwolla-customers.md) - [Display Dwolla funding sources](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/dwolla/display-dwolla-funding-sources.md) - [Display Dwolla transfers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/dwolla/display-dwolla-transfers.md) - [Link users and Dwolla customers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/dwolla/link-users-and-dwolla-customers.md) - [Dwolla Service](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/dwolla/dwolla-service.md) - [Razorpay](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/razorpay.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/hubspot/README.md) - [Create a Hubspot company](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/hubspot/create-a-hubspot-company.md) - [Display Hubspot companies](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/hubspot/display-hubspot-companies.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/twilio/README.md) - [Send an SMS with Twilio and Zapier](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/twilio/send-an-sms-with-twilio-and-zapier.md) - [Azure Table Storage](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/azure-table-storage.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/slack/README.md) - [Send Smart Action notifications to Slack](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/slack/send-smart-action-notifications-to-slack.md) - [Algolia](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/algolia/README.md) - [Geocode an address with Algolia](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/integrations/algolia/geocode-an-address-with-algolia.md) - [Smart Views](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/overview.md) - [Create a Map view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-map-view.md) - [Create a Calendar view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-calendar-view.md) - [Create a Shipping view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-shipping-view.md) - [Create a Gallery view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-gallery-view.md) - [Create a custom tinder-like validation view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-custom-tinder-like-validation-view.md) - [Create a dynamic calendar view for an event-booking use case](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-dynamic-calendar-view-for-an-event-booking-use-case.md) - [Create a custom moderation view](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-views/create-a-custom-moderation-view.md) - [Smart Segments](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/smart-segments.md) - [Scopes](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/scopes/overview.md) - [Create a scope more than one level away based on a Smart field](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/scopes/create-a-scope-more-than-one-level-away-based-on-a-smart-field.md) - [Scope on a smart field extracting a json's column attribute](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/scopes/scope-on-a-smart-field-extracting-a-jsons-column-attribute.md) - [Performance](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/performance.md): Loading performance is key to streamlining your operations. Here are a few steps we recommend taking to ensure your Forest is optimized. - [Charts](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/charts/overview.md) - [Create an API-based Chart](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/charts/create-an-api-based-chart.md) - [Create a Smart Chart](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/charts/create-a-smart-chart.md) - [Create Charts with AWS Redshift](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/reference-guide/charts/create-charts-with-aws-redshift.md) - [Setup](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/README.md) - [Install](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/install.md) - [Connecting Forest to Your Database (Forest Cloud)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/connecting-forest-admin-to-your-database-forest-cloud.md) - [Forest IP white-listing (Forest Cloud)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/forest-admin-ip-white-listing-forest-cloud.md): Authorizing Forest IP Addresses for Enhanced Security - [Why HTTPS is necessary even locally](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/why-https-is-necessary-even-locally.md) - [Troubleshooting](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/troubleshooting.md) - [Prevent permission errors at installation](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/prevent-permission-errors-at-installation.md): If you see an EACCES error when you try to install a lumber-cli globally, follow this tutorial. - [Deploy Your Admin Backend With Aws](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/deploy-your-admin-backend-with-aws.md): This tutorial is designed to assist you with a step-by-step guide to deploy the admin backend to Amazon Web Services, using EC2, ELB, ACM and Route53. - [Deploy your admin backend on Heroku](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/deploy-to-production-on-heroku.md) - [Deploy your admin backend to Ubuntu server](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/deploy-to-production-to-ubuntu-server.md): The goal of this tutorial is to help people deploy their admin backend to Ubuntu server. - [Deploy your admin backend to Google Cloud Platform](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/deploy-your-admin-backend-with-google-cloud-platform.md) - [Install Forest on a remote machine](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/install-forest-admin-on-a-remote-machine.md) - [Use Forest with a read-only database](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/use-forest-admin-with-a-read-only-database.md) - [Configuring CORS headers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/configuring-cors-headers.md) - [Running Forest on multiple servers](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/setup/running-forest-admin-on-multiple-servers.md) - [Upgrade](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/README.md) - [Upgrade notes (Rails)](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/README.md) - [Upgrade to v9](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/upgrade-to-v9.md): The purpose of this note is to help developers to upgrade their agent from v8 to v9. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v8](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/upgrade-to-v8.md): The purpose of this note is to help developers to upgrade their agent from v7 to v8. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v7](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/upgrade-to-v7.md): The purpose of this note is to help developers to upgrade their agent from v6 to v7. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v6](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/upgrade-to-v6.md): The purpose of this note is to help developers to upgrade their agent from v5 to v6. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v5](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/untitled.md): The purpose of this note is to help developers to upgrade their agent from v4 to v5. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v4](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/upgrade-to-v4.md): The purpose of this note is to help developers to upgrade their agent from v3 to v4. Please read carefully and integrate the following breaking changes to ensure a smooth update.​ - [Upgrade to v3](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/upgrade-notes-rails/upgrade-to-v3.md): Help developers to move from v2 to v3. Please read carefully and integrate the following breaking changes to ensure a smooth update. - [Update your models' definition](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/update-your-models-definition.md) - [Monitor your Forest's status](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/monitor-your-forests-status.md) - [Manage your Forest environments programmatically](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/manage-your-forest-admin-programmatically.md) - [Changing your domain name](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/changing-your-domain-name.md) - [Migrate to the new role system](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/migrate-to-the-new-role-system.md) - [Push your new version to production](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/maintain/push-your-new-version-to-production.md) - [Readme](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/databases/README.md) - [Use a demo SQL database](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/databases/use-a-demo-database.md) - [Connect to a read replica database](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/databases/connect-to-a-read-replica-database.md): ⚠️ This tutorial is for SQL databases only. - [Plug multiple schemas](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/databases/plug-multiple-schemas.md) - [Add new databases](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/databases/add-new-databases.md) - [Manage SQL views](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/databases/manage-sql-views.md) - [Settings](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/settings/README.md) - [Customize your /forest folder](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/settings/customize-your-forest-folder.md) - [Disable automatic Forest schema update](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/settings/disable-automatic-forest-admin-schema-update.md) - [Include/exclude models](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/settings/include-exclude-models.md) - [Display extensive logs](https://forest-docs-prd-892-cors-allow-list-forest-projection-header.mintlify.site/legacy/ruby-agent/how-tos/settings/display-extensive-logs.md)