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Quickstart Guide ​

This quickstart guide is designed to get you up and running with a CaseFusion Project in a snap. Along the way, you will better understand what CaseFusion is and get a hands-on introduction to the App.

1. Get a Project ​

You need a running CaseFusion Project. Either self-host CaseFusion, or get in touch with Ona Insights about managed cloud hosting.

2. Log In ​

Open your Project's URL in your browser and log in with your email and password. On a new self-hosted Project, the first admin user is the one set by ADMIN_EMAIL and ADMIN_PASSWORD when it first started.

3. 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.

4. 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".

5. 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