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How-to Guides

Last edit: Feb 03, 2026

How-to Guides

How-to guides are task-oriented instructions that show you how to solve specific problems. They assume you already have basic knowledge and want to accomplish a particular goal.

What are how-to guides?

How-to guides are focused, practical instructions that:

  • Solve specific problems: Address one particular task or challenge
  • Assume basic knowledge: Don't explain fundamental concepts
  • Are goal-oriented: Focus on accomplishing a specific outcome
  • Are concise: Get straight to the point
  • Provide working solutions: Include tested code examples

When to use how-to guides

Use how-to guides when you:

  • Know what you want to do but need to know how
  • Have basic knowledge of platformOS
  • Need a practical solution to a specific problem
  • Want to see the steps without lengthy explanations

How-to guide structure

Each guide typically includes:

  • Brief description: What problem this solves
  • Prerequisites: What you need to know or have set up
  • Steps: Clear, numbered instructions
  • Code examples: Working code you can use
  • Related guides: Links to similar or follow-up tasks

Available guides by category

Pages & Layouts

Pages - Creating pages, layouts, error pages, redirects, and more

Assets

Assets - Adding CSS, JavaScript, and static assets

Users

Users - User authentication and management

Records

Records - Working with data persistence and relationships

Properties

Properties - Managing custom properties and uploads

Notifications

Notifications - Sending emails, SMS, and API notifications

Integrations

Integrations - Connecting with third-party services

Identity Providers

Identity Providers - OAuth and authentication providers

Translations

Translations - Multi-language support

Data Management

Data Import/Export - Migrating and managing data
Search - Implementing search functionality
JSON Documents - Working with JSON data

Partner Portal

Domains - Domain and SSL setup
Instances - Instance management
Users - Partner portal user management

Development Tools

pos-cli - Using the command-line interface
CI/CD - Continuous integration and deployment

Not finding what you need?


This documentation follows the Diataxis framework for organizing technical documentation.

Questions?

We are always happy to help with any questions you may have.

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