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Quickstart Guide ​

This quickstart guide is designed to get you up and running with a CaseFusion Project in a few minutes. Along the way, you will better understand what CaseFusion is, setup your CaseFusion project locally or with Ona Insights, and get a hands-on introduction to the App and API.

1. Create a Project ​

Ona Insights offers managed cloud hosting for CaseFusion. Get in touch with Ona Insights for more information.

2. Create a Collection ​

Once logged in, you're greeted with the option to create your first Collection.

  1. Navigate into the Content Module.
  2. Click "Create Collection" and a side menu will appear.
  3. Fill in a Name.
    For the sake of this demo, we'll call ours articles, but feel free to make it your own!
  4. Leave the other options at default. Click arrow_forward and the "Optional System Fields" menu will open.
    Keep the values in this menu at the default, toggled off, for now. You can adjust them later.
  5. Click check in the menu header.

3. Create a Field ​

With your first Collection created, it's time to start adding some Fields.

  1. Navigate to Settings Module > Data Model > Collection-Name.
  2. Click the "Create Field" button and select the "Input" Field type.
  3. Fill in a Field name under Key. We'll be calling our Field title.
    CaseFusion offers powerful Field customization options, but let's stick to the defaults for now.
  4. Select "Save".

4. Create an Item ​

Now that we have a Collection with a Field configured, it's time to add an Item.

  1. Navigate to the Content Module.
  2. Click add in the page header to open the Item Page.
  3. Fill in the Field Value(s) as desired.
  4. Click check in the top-right to save your Item.

Learn More About Items

5. Set Roles & Permissions ​

CaseFusion comes with two built-in roles: Public and Admin. The Public Role determines what data is returned to non-authenticated users. Public comes with all permissions turned off and can be reconfigured with fully granular control to expose exactly what you want unauthenticated Users to see. The Admin role has full permissions and this cannot be changed. Aside from these built-in Roles, any number of new Roles can be created, all with fully customized, granular permissions.

By Default, content entered into CaseFusion will be considered private. So permissions always start off set to the default of block No Access, with full ability to reconfigure as desired. So, in order to have the API return our Items, let's add some read permissions. For simplicity's sake, we'll do this on the Public Role, instead of creating a new Role.

  1. Navigate to Settings Module > Roles & Permissions > Public.
  2. Click block under the visibility icon on the desired Collection.
    In our case, the Collection name is articles.
  3. Click "All Access" to give the Public Role full read permissions to the Items in this Collection.

Learn More About Roles & Permissions

6. Connect to the API ​

Now that your Project has some content in it which is exposed to the Public, it's time to start using this content externally! Data can be accessed in a number of ways, including the REST and GraphQL API endpoints. In this case, we'll use the /items/ REST API endpoint to retrieve the Item we just created.

  1. Open http://your-project-url.example.com/items/articles in your browser.

And there it is! The Article Item you just created is being served in beautiful JSON, ready to be used anywhere and everywhere!

json
{
	"data": [
		{
			"id": 1,
			"title": "Hello World!"
		}
	]
}
{
	"data": [
		{
			"id": 1,
			"title": "Hello World!"
		}
	]
}

In this example, we made a super-simple read request with the API, but there's more! The REST and GraphQL APIs provide exhaustive endpoints for the data model and every single action that you can do in the App can be done via the API. In fact, the App is just a GUI powered by the API.

Learn More About The API