Payload

Payload CMS Application Development

Payload is a Next.js native CMS with TypeScript-first architecture, providing admin panel, database management, REST/GraphQL APIs, authentication, and file storage.

Quick Reference

Quick Start

npx create-payload-app@latest my-app
cd my-app
pnpm dev

Minimal Config

import { buildConfig } from 'payload'
import { mongooseAdapter } from '@payloadcms/db-mongodb'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
import path from 'path'
import { fileURLToPath } from 'url'

const filename = fileURLToPath(import.meta.url)
const dirname = path.dirname(filename)

export default buildConfig({
  admin: {
    user: 'users',
    importMap: {
      baseDir: path.resolve(dirname),
    },
  },
  collections: [Users, Media],
  editor: lexicalEditor(),
  secret: process.env.PAYLOAD_SECRET,
  typescript: {
    outputFile: path.resolve(dirname, 'payload-types.ts'),
  },
  db: mongooseAdapter({
    url: process.env.DATABASE_URL,
  }),
})

Essential Patterns

Basic Collection

import type { CollectionConfig } from 'payload'

export const Posts: CollectionConfig = {
  slug: 'posts',
  admin: {
    useAsTitle: 'title',
    defaultColumns: ['title', 'author', 'status', 'createdAt'],
  },
  fields: [
    { name: 'title', type: 'text', required: true },
    { name: 'slug', type: 'text', unique: true, index: true },
    { name: 'content', type: 'richText' },
    { name: 'author', type: 'relationship', relationTo: 'users' },
  ],
  timestamps: true,
}

For more collection patterns (auth, upload, drafts, live preview), see COLLECTIONS.md.

Common Fields

// Text field
{ name: 'title', type: 'text', required: true }

// Relationship
{ name: 'author', type: 'relationship', relationTo: 'users', required: true }

// Rich text
{ name: 'content', type: 'richText', required: true }

// Select
{ name: 'status', type: 'select', options: ['draft', 'published'], defaultValue: 'draft' }

// Upload
{ name: 'image', type: 'upload', relationTo: 'media' }

For all field types (array, blocks, point, join, virtual, conditional, etc.), see FIELDS.md.

Hook Example

export const Posts: CollectionConfig = {
  slug: 'posts',
  hooks: {
    beforeChange: [
      async ({ data, operation }) => {
        if (operation === 'create') {
          data.slug = slugify(data.title)
        }
        return data
      },
    ],
  },
  fields: [{ name: 'title', type: 'text' }],
}

For all hook patterns, see HOOKS.md. For access control, see ACCESS-CONTROL.md.

Access Control with Type Safety

import type { Access } from 'payload'
import type { User } from '@/payload-types'

// Type-safe access control
export const adminOnly: Access = ({ req }) => {
  const user = req.user as User
  return user?.roles?.includes('admin') || false
}

// Row-level access control
export const ownPostsOnly: Access = ({ req }) => {
  const user = req.user as User
  if (!user) return false
  if (user.roles?.includes('admin')) return true

  return {
    author: { equals: user.id },
  }
}

Query Example

// Local API
const posts = await payload.find({
  collection: 'posts',
  where: {
    status: { equals: 'published' },
    'author.name': { contains: 'john' },
  },
  depth: 2,
  limit: 10,
  sort: '-createdAt',
})

// Query with populated relationships
const post = await payload.findByID({
  collection: 'posts',
  id: '123',
  depth: 2, // Populates relationships (default is 2)
})
// Returns: { author: { id: "user123", name: "John" } }

// Without depth, relationships return IDs only
const post = await payload.findByID({
  collection: 'posts',
  id: '123',
  depth: 0,
})
// Returns: { author: "user123" }

For all query operators and REST/GraphQL examples, see QUERIES.md.

Getting Payload Instance

// In API routes (Next.js)
import { getPayload } from 'payload'
import config from '@payload-config'

export async function GET() {
  const payload = await getPayload({ config })

  const posts = await payload.find({
    collection: 'posts',
  })

  return Response.json(posts)
}

// In Server Components
import { getPayload } from 'payload'
import config from '@payload-config'

export default async function Page() {
  const payload = await getPayload({ config })
  const { docs } = await payload.find({ collection: 'posts' })

  return <div>{docs.map(post => <h1 key={post.id}>{post.title}</h1>)}</div>
}

Security Pitfalls

1. Local API Access Control (CRITICAL)

By default, Local API operations bypass ALL access control, even when passing a user.

// ❌ SECURITY BUG: Passes user but ignores their permissions
await payload.find({
  collection: 'posts',
  user: someUser, // Access control is BYPASSED!
})

// ✅ SECURE: Actually enforces the user's permissions
await payload.find({
  collection: 'posts',
  user: someUser,
  overrideAccess: false, // REQUIRED for access control
})

When to use each:

• overrideAccess: true (default) - Server-side operations you trust (cron jobs, system tasks)
• overrideAccess: false - When operating on behalf of a user (API routes, webhooks)

See QUERIES.md#access-control-in-local-api.

2. Transaction Failures in Hooks

Nested operations in hooks without req break transaction atomicity.

// ❌ DATA CORRUPTION RISK: Separate transaction
hooks: {
  afterChange: [
    async ({ doc, req }) => {
      await req.payload.create({
        collection: 'audit-log',
        data: { docId: doc.id },
        // Missing req - runs in separate transaction!
      })
    },
  ]
}

// ✅ ATOMIC: Same transaction
hooks: {
  afterChange: [
    async ({ doc, req }) => {
      await req.payload.create({
        collection: 'audit-log',
        data: { docId: doc.id },
        req, // Maintains atomicity
      })
    },
  ]
}

See ADAPTERS.md#threading-req-through-operations.

3. Infinite Hook Loops

Hooks triggering operations that trigger the same hooks create infinite loops.

// ❌ INFINITE LOOP
hooks: {
  afterChange: [
    async ({ doc, req }) => {
      await req.payload.update({
        collection: 'posts',
        id: doc.id,
        data: { views: doc.views + 1 },
        req,
      }) // Triggers afterChange again!
    },
  ]
}

// ✅ SAFE: Use context flag
hooks: {
  afterChange: [
    async ({ doc, req, context }) => {
      if (context.skipHooks) return

      await req.payload.update({
        collection: 'posts',
        id: doc.id,
        data: { views: doc.views + 1 },
        context: { skipHooks: true },
        req,
      })
    },
  ]
}

See HOOKS.md#context.

Project Structure

src/
├── app/
│   ├── (frontend)/
│   │   └── page.tsx
│   └── (payload)/
│       └── admin/[[...segments]]/page.tsx
├── collections/
│   ├── Posts.ts
│   ├── Media.ts
│   └── Users.ts
├── globals/
│   └── Header.ts
├── components/
│   └── CustomField.tsx
├── hooks/
│   └── slugify.ts
└── payload.config.ts

Type Generation

// payload.config.ts
export default buildConfig({
  typescript: {
    outputFile: path.resolve(dirname, 'payload-types.ts'),
  },
  // ...
})

// Usage
import type { Post, User } from '@/payload-types'

Common Gotchas

1. Local API bypasses access control unless you pass overrideAccess: false
2. Missing req in nested operations breaks transaction atomicity
3. Hook loops — operations in hooks can re-trigger the same hooks; use req.context flags
4. Field-level access returns boolean only, no query constraints
5. Relationship depth defaults to 2; set depth: 0 for IDs only
6. Draft status — _status field is auto-injected when drafts are enabled
7. Types are stale until you run generate:types
8. MongoDB transactions require replica set configuration
9. SQLite transactions are disabled by default; enable with transactionOptions: {}
10. Point fields are not supported in SQLite

Best Practices

Security

• Default to restrictive access, gradually add permissions
• Use overrideAccess: false when passing user to Local API
• Field-level access only returns boolean (no query constraints)
• Never trust client-provided data
• Use saveToJWT: true for roles to avoid database lookups

Performance

• Index frequently queried fields
• Use select to limit returned fields
• Set maxDepth on relationships to prevent over-fetching
• Prefer query constraints over async operations in access control
• Cache expensive operations in req.context

Data Integrity

• Always pass req to nested operations in hooks
• Use context flags to prevent infinite hook loops
• Enable transactions for MongoDB (requires replica set) and Postgres
• Use beforeValidate for data formatting
• Use beforeChange for business logic

Type Safety

• Run generate:types after schema changes
• Import types from generated payload-types.ts
• Type your user object: import type { User } from '@/payload-types'
• Use as const for field options
• Use field type guards for runtime type checking

Organization

• Keep collections in separate files
• Extract access control to access/ directory
• Extract hooks to hooks/ directory
• Use reusable field factories for common patterns
• Document complex access control with comments

Reference Documentation

• FIELDS.md - All field types, validation, admin options
• FIELD-TYPE-GUARDS.md - Type guards for runtime field type checking and narrowing
• COLLECTIONS.md - Collection configs, auth, upload, drafts, live preview
• HOOKS.md - Collection hooks, field hooks, context patterns
• ACCESS-CONTROL.md - Collection, field, global access control, RBAC, multi-tenant
• ACCESS-CONTROL-ADVANCED.md - Context-aware, time-based, subscription-based access, factory functions, templates
• QUERIES.md - Query operators, Local/REST/GraphQL APIs
• ENDPOINTS.md - Custom API endpoints: authentication, helpers, request/response patterns
• ADAPTERS.md - Database, storage, email adapters, transactions
• ADVANCED.md - Authentication, jobs, endpoints, components, plugins, localization
• PLUGIN-DEVELOPMENT.md - Plugin architecture, monorepo structure, patterns, best practices

Resources

• llms-full.txt: https://payloadcms.com/llms-full.txt
• Docs: https://payloadcms.com/docs
• GitHub: https://github.com/payloadcms/payload
• Examples: https://github.com/payloadcms/payload/tree/3.x/examples
• Templates: https://github.com/payloadcms/payload/tree/3.x/templates

Source: shefing/payload-tools — distributed by TomeVault.