How-to Guides
This section contains practical, problem-oriented guides to help you accomplish specific tasks with the Panels Management System.
API Client Guides
Learn how to effectively use the API client for different scenarios:
- Error Handling - Comprehensive error handling strategies
- Authentication - Setting up authentication and authorization
- Caching Responses - Implementing client-side caching
- Testing APIs - Testing your API integration
Panel Management
Advanced techniques for working with panels:
- Creating Dynamic Panels - Build panels programmatically
- Managing Large Datasets - Handling performance with big data
- Organizing Panel Hierarchies - Structuring complex panel relationships
- Backup and Restore - Data protection strategies
View Configuration
Master view creation and management:
- Building Complex Filters - Advanced filtering techniques
- Custom Sort Orders - Implementing sophisticated sorting
- Publishing Workflows - Team collaboration patterns
- Performance Optimization - Optimizing view performance
Data Sources
Connect and manage external data sources:
- Database Connections - Setting up database connections
- API Integration - Connecting to external APIs
- File Data Sources - Working with file-based data
- Real-time Sync - Implementing live data updates
Column Management
Advanced column configuration:
- Formula-based Columns - Creating calculated columns
- Conditional Formatting - Dynamic column styling
- Data Validation - Implementing input validation
- Column Dependencies - Managing column relationships
Multi-tenant Configuration
Managing multi-tenant environments:
- Tenant Isolation - Ensuring data separation
- User Management - Managing users across tenants
- Permission Systems - Implementing role-based access
- Data Migration - Moving data between tenants
Development & Deployment
Development and production setup:
- Local Development - Setting up your dev environment
- Testing Strategies - Comprehensive testing approaches
- Production Deployment - Deploying to production
- Monitoring & Logging - Observability best practices
Troubleshooting
Common problems and solutions:
- Performance Issues - Diagnosing and fixing performance problems
- Database Problems - Resolving database-related issues
- Authentication Failures - Debugging authentication problems
- Data Sync Issues - Fixing data synchronization problems
Migration Guides
Upgrading and migrating:
- Version Upgrades - Upgrading to newer versions
- Data Model Changes - Handling schema migrations
- API Breaking Changes - Adapting to API updates
Integration Patterns
Common integration scenarios:
- React Integration - Using Panels with React applications
- Vue.js Integration - Vue.js integration patterns
- Node.js Backend - Server-side integration
- Webhook Integration - Setting up webhook notifications
Security Best Practices
Keeping your installation secure:
- API Security - Securing API endpoints
- Data Encryption - Protecting sensitive data
- Access Control - Implementing proper permissions
- Audit Logging - Tracking user actions
Guide Structure
Each guide follows this consistent structure:
- Problem Statement - What you're trying to accomplish
- Prerequisites - What you need before starting
- Step-by-Step Instructions - Detailed implementation steps
- Code Examples - Working code samples
- Troubleshooting - Common issues and solutions
- Related Topics - Links to relevant documentation
Contributing
Found a gap in our guides? We welcome contributions:
- Identify the Problem - What task isn't covered?
- Follow the Template - Use our guide template
- Include Examples - Provide working code
- Test Instructions - Verify steps work correctly
- Submit PR - Follow our contribution guidelines