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getting-started

Getting Started Example

The getting started example within this directory covers a variety of key features/components of working with CMS React within a HubSpot website. This guide outlines the specifics of using CMS React primitives such as Modules, Fields, and Islands, as well as integrating third-party dependencies, styling, assets, and setting up local development tooling for your project.

Setup

Environment

To set up your development environment to work with CMS React, you’ll need the following:

  • A HubSpot account with CMS Free, Starter, Pro, or Enterprise access
  • Node.js v18.0 or higher and the associated version of NPM

Creating and deploying a CMS React project

Before we dive into running your first CMS React project, its important to understand 3 significant directories that you will come across within this example:

  • *-project: The HubSpot project directory that gets uploaded via the Projects system to build and deploy your CMS React code found in the /src directory.
  • *-theme: This is where your HubL templates and theme configuration lives.
  • *-project/*-app: A package inside your project directory containing all your assets, styles, components, modules, islands, and any local development tooling you need, such as ESLint, Prettier, TypeScript, etc.

Note The directory naming convention mentioned above is not a requirement for your CMS React project to work, but rather an example of how you could organize your CMS React files.

Clone the getting-started directory

From your local directory for the following commands:

git clone --filter=blob:none --no-checkout https://github.com/HubSpot/cms-react.git;
cd cms-react;
git sparse-checkout set --cone;
git checkout main;
git sparse-checkout set examples/getting-started;

This will clone only the getting-started directory from within cms-react repository down to your local file system.

Setting up your hubspot.config.yaml file

In order to develop locally and deploy your code to your HubSpot portal. You will need to configure a hubspot.config.yaml file. Run hs init from the root of the repository and follow the prompts to setup your hubspot.config.yaml file. Keep in mind that when setting up JS assets for the first time, you will need to deactivate and regenerate your personal access key, ensuring it includes CMS Pages, Design Manager and Developer Projects permissions. See the HubSpot CLI documentation for more information.

Warning: If you are using an existing access key from a previous call to hs init or hs auth, you will need to deactivate and regenerate the access key to include new scopes necessary for local CMS React development.

Local development

Now that our hubspot.config.yaml file is configured we can get to running and developing our project locally! Let's first install our dependencies. From the root of the getting-started directory, run npm install in your terminal. This will install all your local dev tooling and any other dependencies found in your project's root package.json file. Next we will also need to run npm install from within the /getting-started-app directory which will install all dependencies required for our CMS react code. With all of our deps installed, you can now run npm run start from the getting-started-project/getting-started-app directory.

Once running, open up your browser to http://hslocal.net:3000 to see the index page that links to all the modules associated to this project. Click on the "local version" of the "Weather" module to see a locally running instance of the module. The locally running instance will pick up any changes you make to your files instantly to streamline the feedback loop when iterating on your CMS components 🚀

Let's give this a test drive by opening up our Weather module found at components/modules/Weather/index.tsx. From within this file find the <TextField> module field. That component has a default prop which signifies the starting value of the text field that a marketer will see in the page editor. Change the default prop's value to something else and save your changes. Take a look at your locally running instance of the Weather` module and it should now reflect your recent changes.

4. Uploading and deploying to your portal

With some changes in place, let's deploy our code to your HubSpot portal. Navigate back to the /getting-started/ directory and run npm run deploy. This will upload the getting-started-project to your HubSpot account. Once uploaded, built, and deployed, you can use your react modules in your website pages just as you would with any other modules.

From the repository root, run npm run upload:hubl. This uploads the corresponding example HubL files to your account. You should now be able to create a page from one of the getting-started-theme templates and see the output of the React components in the page preview.

Making more changes

Let's say we want to show some default data on the initial load instead of forcing users to input a search before seeing weather data rendered. To do this, we can add a new module field for a defaultCity that a marketer can use within the context of the page editor to assign the module instance a default city to use at load time.

To start, open the /components/modules/Weather/index.tsx in your code editor. Within this file you will see a fields variable that contains all of our module fields. These are the fields that a marketer can use to modify data for the Weather module from the WYSIWYG page editor. Since we already have a TextField component imported from @hubspot/cms-components/fields for our Weather Headline field, all we need to do is add a new <TextField /> for our defaultCity

<TextField label="Default City" name="defaultCity" default="Boston" />

Once this is added, the Component export within this same file will now have access to the value of this new field via the fieldValues prop. since the name property on our <TextField> component is defaultCity we can pull off this value from the fieldValues similarly to how we have for headline and add it to our island props like so:

const { defaultCity, headline } = fieldValues;
<Island
  module={WeatherForecast}
  headline={headline}
  defaultCity={defaultCity}
/>

The final step is modify our WeatherForecast island component to enable the fetching weather data using the defaultCity value. To do this we have to make a couple updates:

  1. Include defaultCity in our props list
  2. Update our WeatherForecastProps interface to include defaultCity
  3. Add a useEffect that fetches the weather forecast with the defaultCity value
  4. Add a loading state during a fetch

The final component should resemble the following:

import { useEffect, useState } from 'react';
import weatherStyles from '../../styles/weather.module.css';
import { getWeatherForecast } from '../../utils.ts';
import { WeatherForecast as WeatherForecastType } from '../../constants.ts';
import { CurrentWeatherCard, UpcomingWeatherCard } from '../WeatherCards.tsx';

interface WeatherForecastProps {
  headline: string;
  defaultCity: string; // added defaultCity to the interface
}

export default function WeatherForecast({
  headline,
  defaultCity, // included defaultCity in props list
}: WeatherForecastProps) {
  const [city, setCity] = useState('');
  const [weatherData, setWeatherData] = useState<WeatherForecastType>();

  // adding useEffect to fetch weather forecast on component mount
  useEffect(() => {
    getWeatherForecast(defaultCity).then((data) => {
      setWeatherData(data);
    });
  }, []);

  const handleFetchWeather = () => {
    getWeatherForecast(city).then((data) => {
      setWeatherData(data);
    });
  };

  const isFetching: boolean = !weatherData;
  const hasError: boolean = !isFetching && !!weatherData.error;
  const hasWeatherData: boolean =
    !isFetching && !hasError && !!weatherData.forecast;
  const missingData = !isFetching && !hasWeatherData && !hasError;

  function WeatherForecast({ weatherData }) {
    return (
      <>
        <div>
          <CurrentWeatherCard weatherData={weatherData} />
        </div>
        <div className={weatherStyles.cardContainer}>
          <UpcomingWeatherCard weatherData={weatherData} />
        </div>
      </>
    );
  }

  return (
    <div className={weatherStyles.wrapper}>
      <h1>{headline}</h1>
      <div className={weatherStyles.form}>
        <input
          type="text"
          placeholder="Enter city"
          onChange={(event) => setCity(event.target.value)}
        />
        <button onClick={handleFetchWeather}>Update Forecast</button>
      </div>
      <div className={weatherStyles.currentWeather}>
        {isFetching && <h2>Loading...</h2>} {/* add loading state during fetch */}
        {hasError && <h2>Error occurred when fetching weather forecast</h2>}
        {hasWeatherData && <WeatherForecast weatherData={weatherData} />}
        {missingData && (
          <h2>No results found for "{city}", please search another location</h2>
        )}
      </div>
    </div>
  );
}

Once you are satisfied with your changes, you only need to re-run npm run deploy in order to get the latest react module built and deployed to your portal. Since no HubL files were modified, you do not need to re-run npm run upload:hubl.

5. Previewing Local Changes on Proxied Pages

In addition to locally viewing your modules, you can also preview your local CMS React components inside live HubL-rendered pages. To do this, create a page:

  • Go to Website Pages
  • Click “Create”, then “Create Website Page"
  • Write a page name and click “Create page”
  • Switch your active theme to "CMS React - Getting Started Theme" and select one of the templates
  • Name the page in the settings tab, then publish and preview it

To proxy that page locally:

  • Run the local dev server as described above
  • Visit the newly created page in your browser
  • Open the sprocket menu and select Open Local Dev Server
  • Your local JavaScript source changes will appear immediately in the context of the HubL page

Functionality

This project includes modules, module fields, and islands. Modules are the primary building block of the HubSpot CMS, and Islands enable client-side interactivity for React-powered modules. We have 3 modules:

  • Header: A React module without islands.
  • Footer: Another example of a React module without islands.
  • Weather: A module leveraging our island architecture to fetch and render data from an API client-side, enabling users to change the data they wish to fetch, and formatting dates using a third-party dependency.

In addition to the above, we are using module css to scope our styles to a given file. For more styling options, check out our Styling example.