Skip to content

Latest commit

 

History

History
908 lines (655 loc) · 42.3 KB

CONTRIBUTING.md

File metadata and controls

908 lines (655 loc) · 42.3 KB

Contributing to Auth0 Documentation

👍🎉 First off, thanks for taking the time to contribute! 🎉👍

The following is a set of guidelines for contributing to the Auth0 documentation. These are just guidelines, not rules, use your best judgment and feel free to propose changes to this document in a pull request.

Table of Contents

General Guidelines

  • Read and follow the Style Guide.
  • Consult the Words document for Auth0 specific spellings and definitions.
  • Always use relative URLs for internal auth0.com/docs links. For example, if the absolute path to the document is https://auth0.com/docs/identityproviders, use /identityproviders. These links will be correctly formatted in the build process.
  • Do not hard code links to Auth0 sites like docs.auth0.com or manage.auth0.com. Instead, use Document Variables, such as ${manage_url}.
  • Name files with all lowercase using dashes (-) to separate words. If using a date in the file name, it should be in the format YYYY-MM-DD. For example, this-is-my-file.md or this-is-a-title-2015-10-01.md.
  • Do not store images in external locations like Dropbox, CloudUp, or the Auth0 CDN. Link to images in this repo using a relative path ![ALT_TEXT](/media/folder/image-name.png). The image will be uploaded to the CDN and the link will be formatted during the build process. Do not forget to set the alternate text for each image.
  • Keep images to no more than 750 pixels wide.
  • Screenshots of the Auth0 dashboard including the browser window with dropshadow can be up to 900 pixels wide to maintain legibility.
  • Run all images through TinyPNG.

Reusing content

To avoid duplication of content, you can create document fragments to be referenced from other documents. The process of including another document is shown below.

First, create your fragment document. The convention is to name fragments with an underscore, like: _mydocument.md.

After you create your markdown document, you can reference it in another document with a relative path:

<%= include('../_mydocument.md') %>

Additionally, you can send variables to the included document:

<%= include('../_mydocument.md', { key: 'value', something: true }) %>

Markdown

Markdown on this site conforms to the CommonMark spec. Additionally, there are a few custom Markdown features available as described below.

You should test your Markdown to ensure the formatting is correct.

Headings

Add one to six # symbols before your heading text to create your header. The number of # you use determines the size of the heading.

# H1
## H2
### H3
#### H4
##### H5
###### H6

The header text above renders as follows:

H1

H2

H3

H4

H5
H6

One common mistake with formatting of headings is to not include a space between the hashes and the text. Some Markdown processors allow this, but we do not. You must put a space as shown below.

INVALID: #My Heading

VALID: # My Heading

UI Components

General advice:

  • Do not add custom UI components with HTML unless it's really necessary.
  • Do not add any element before the main title. If you want to show some general information for the whole doc put the element after the main title.
  • Try to keep the amount of UI components on your docs to a minimum. They make the documentation more difficult to read and cut the reading flow.
  • Only use the blockquote element (> in markdown) to represent actual quotes. Use a note or a panel if you want to highlight the information.

Note

Use this component if you want to display some extra information, links to related content or clarifications.

Only use this if the content is brief (one to four lines), if not use the panel component.

::: note
If you need a refresher on the OAuth 2.0 protocol, you can go through our <a href="/protocols/oauth2">OAuth 2.0</a> article.
:::

Note container

Warning

Use this component if you want to notify that the content is deprecated, there is a security issue or to highlight some very important information.

Only use this if the content is brief (one to four lines), if not use the panel-warning component. It's recommended to keep the copy of the warnings short and clear.

::: warning
Long-lived tokens compromise your security. Following this process is <strong>NOT</strong> recommended.
:::

Warning container

Panels

Use panels when you want to separate long information from the main body of the document.

Try to add a meaningful title to the panel. Avoid using "NOTE" or "WARNING".

We support two types of panels: panel and panel-warning.

Panel (default)
::: panel Title
Description
:::

::: panel Enable APIs Section
If you can't see the [API section](${manage_url}/#/apis) in the left hand menu of the dashboard then you will have to enable it. Navigate to your [Account Advanced Settings](${manage_url}/#/account/advanced), scroll down to the *Settings* section and toggle the **Enable APIs Section** switch.
:::

Panel default container

Panel (warning)
::: panel-warning Title
Description
:::

::: panel-warning Security Warning
It is important to understand that the Authorization Code flow should only be used in cases such as a Regular Web Application where the Client Secret can be safely stored. In cases such as a Single-Page Application, the Client Secret is available to the client (in the web browser), so the integrity of the Client Secret cannot be maintained. That is why the [Implicit Flow](/flows/concepts/implicit) is more appropriate in that case.
:::

Panel warning container

Next steps list

Use this container to mark a Next to read/Continue reading list of links.

Try to keep the list length to a minimum (up to 5 links).

::: next-steps
* [Access Token](/tokens/access-token)
* [ID Token](/tokens/id-token)
* [OpenID Connect Overview](/protocols/oidc)
:::

Next steps list

HTTP Request Snippets

You can add a HAR request format snippet to make an example HTTP request available in a variety of languages. This will generate a tab view showing the HTTP request in various languages.

The library we use is HTTP Snippet.

NOTE: You need to set the language type to har for this to work. View this raw markdown document for an example.

{
    "method": "GET",
    "url": "http://www.example.com/path/?param=value",
    "httpVersion": "HTTP/1.1",
    "cookies": [],
    "headers": [
      { "name" "Authorization", "value": "Bearer ABCD" }
    ],
    "queryString" : [],
    "postData" : {
      "mimeType": "application/json",
      "text" : "{ \"test\": \"foo\" }",
    },
    "headersSize" : 150,
    "bodySize" : 0,
    "comment" : ""
}
  • method [string] - Request method (GET, POST, ...).
  • url [string] - Absolute URL of the request (fragments are not included).
  • httpVersion [string] - Request HTTP Version.
  • cookies [array] - List of cookie objects.
  • headers [array] - List of header objects.
  • queryString [array] - List of query parameter objects.
  • postData [object, optional] - Posted data info. See: http://www.softwareishard.com/blog/har-12-spec/#postData
  • headersSize [number] - Total number of bytes from the start of the HTTP request message until (and including) the double CRLF before the body. Set to -1 if the info is not available.
  • bodySize [number] - Size of the request body (POST data payload) in bytes. Set to -1 if the info is not available.
  • comment [string, optional] (new in 1.2) - A comment provided by the user or the application.

Escaping Strings

Occasionally you will need to use strings that contain the characters that are used for template replacement. The examples of this are ${example}, <% example %> and <%= example %>. If you try to include these in your doc or a code snippet the document will fail to render because our template engine will try to replace your variable, i.e. example. However, you can include these by escaping them as shown below.

Change ${example} to <%= "${example}" %>.

Change <%= example %> to ${ "<%= example %>" }.

Change <% example %> to ${ "<% example %>" }.

Image zooming

You can enable zooming adding the zoomable data attribute to any image tag in html:

<img src="/media/articles/architecture-scenarios/server-api/client-credentials-grant.png" alt="Client Credentials Grant Flow" data-zoomable>

It's recommended to add this only for large images (like diagrams) and use it with .svg images.

Screenshots

On Mac OS X screenshots of the Auth0 interface need to be taken with Chrome, taking into account the following:

  1. The browser cannot show any plugins, customizations, or bookmarks.
  2. The browser cannot be in incognito mode.
  3. The browser should have only one tab open, the one in the screenshot.
  4. The browser needs to be resized to the standard size. Using the below script:
osascript -e 'tell application "Chrome" to set the bounds of the front window to {100, 150, 1200, 900}'
  1. Auth0 screenshots should capture the complete browser window (Command + Shift + 4, then press Space).
  2. Use color #0099CC for highlights.
  3. Resize image to a maximum 1500px width.

Example:

Sample CDN image

NOTE: When you use the Command + Shift + 4 + Space bar shortcut Mac adds a drop shadow to your screenshot. This is normal and you don't have to remove it.

Mobile Screenshots

For mobile screenshots you should use the Phone Mockup component from styleguide.

Close-ups

The exception to showing the full browser window is for highlighting a detail as part of a tutorial, for example, to show a field requiring input.

It is often best to shrink the screenshot slightly to avoid having the image of the UI be mistaken for the actual UI.

Borders

For close-ups and other screenshots that do not include the browser window, apply a 1px centered border (select all > edit > stroke) of color #cccccc to keep the image from blending with the background and appearing to float.

Front Matter

You can set various properties of articles in the front matter of the document. Each document should have the title and description properties set. You can set other variables depending on the document.

toc adds a table of content dropdown at the top of the document, that lists all the paragraphs of the doc. By default it is disabled. Set it to true to display the dropdown.

Example front matter:

---
title: My Document
description: This is a document
toc: true
---

URLs

Document urls are by default in the same format as the folder structure after the articles folder. So for example if you document is stored at articles/my-folder/document.md, the url would be /docs/my-folder/document.

If you create a folder that will have multiple articles, the best practice is to set the default document as index.md. However, the url must be set in that document to a friendly url. For example, if you have a document /articles/my-folder/index.md, you should set the url to be /my-folder.

URL Front Matter

---
url: /path/to/document
---

Linting

We use a pre-commit hook that lints the edited files to ensure a consistent style in the docs. We use markdownlint with the rules specified in the .markdownlint.json file in the root of the repo to do this. You can check more about the linting rules.

You will not be able to commit if your edited file does not follow these guidelines.

If you are using VS Code as your code editor, it is highly recommended to install the MarkdownLint VS Code Extension.

Sidebar

When you are adding a new article you should always add a link to it in the config/sidebar.yml file. It is really important to represent all our articles in the sidebar because this will help the user see where they are inside the documentation.

You can add titles to the sidebar using the attribute category:

- title: "Title text"
  category: true

You can hide an article from the sidebar with the hidden key:

- title: "Title text"
  hidden: true

You can nest articles with the children key:

  - title: Getting Started
    url: "/getting-started"
    children:
      - title: Auth0 Overview
        url: /getting-started/overview
      - title: The Basics
        url: /getting-started/the-basics

Beta Content

To mark a doc as Beta set this metadata:

beta: true

This will add a Beta button next to the header.

Finishing

Prior to submitting your pull request, please check and edit your work. You should:

Editing with Wordy

Prior to submitting a pull request, please have your work edited by Wordy.

To create and submit a job to Wordy:

  1. Have your content ready in a common file format, such as .doc, .rtf, .txt, .pdf, .xls, .html, or .tex. You may also choose to paste in your text.
  2. Log in to Wordy.
  3. Under the Jobs page, click on Create New Job.

  1. Provide the requested information so that your editor is clear on what needs to be done.

You will need to provide the following pieces of information:

  • Language: Set to English (US).
  • Content rewrite: Select this option if you are okay with your editor rewriting your text for improved flow and natural use of language. If this option is not selected, your editor will simply check for spelling, grammar, punctuation, consistency, and structure.
  • Brief to editor: Provide any information you would like your editor to keep in mind when editing your work. For a starter snippet, please see our sample on Notes to Wordy Editors
  • Save my brief and language settings for future jobs: Select this box to persist your chosen settings.
  1. Upload files. You may choose to upload external files containing your text or paste in the text you want edited.
  2. After you have completed the above steps, you will get an instant price quote and an approximate delivery time for your job. If this is acceptable to you, click on Create Job to begin the editing process.

Word Count and Wordy Submissions

Wordy charges based on total word count, which includes code snippets. If possible, remove code snippets prior to submitting your document to Wordy.

Instructions for Editors

It is helpful to include some instructions for the Wordy editors to let them know that the articles may have words that seem out of place because the article is about technology.

NOTE: Please edit for spelling and grammar. Audience consists of programmers and technology readers. Grammar, casing, spelling etc will seem weird in some cases, especially with uses of the word "this", but chances are that those are cases of programming jargon or naming. The final article will include code snippets that have been removed from the text for brevity. Instead, a placeholder called CODE_SNIPPET has been used.

Notes

  • You can cancel a job if it has not been picked up by an editor. If the job has been picked up, you can contact the editor and request a cancellation, though it is at the editor's discretion whether or not to cancel the job.
  • During the editing process, you can contact your editor from the job's page. You can include last-minute instructions, corrections, and so on. Conversely, your editor can contact you during the process if they have any questions about your text. You will be notified by email if you receive any messages.
  • If you are unsatisfied with the work completed by your editor, you can send your work back. This includes issues where you find errors in the text or the instructions in your brief haven't been followed. You can contact your editor by using the Conversation History feature on the job's page.

Test Procedures

When testing a document or tutorial:

  1. Ensure that the code in the tutorials is correct and functions as expected.
  2. Ensure that the steps (1..n) are in an order that makes sense and that there are no missing or duplicate steps.
  3. Check for broken links.
  4. Check for outdated screenshots of the Auth0 dashboard or product and third-party sites.
  5. Ensure that the code in the seed project download functions as expected.
  6. Check for outdated dependencies, both Auth0 dependencies and third-party (i.e. node modules, nuget packages, gems, etc.).

Review Apps

If you have access to the Auth0 Heroku account, you can create a preview release for your pull request:

  1. Login to Heroku and open the auth0-docs-content pipeline.
  2. Find the Review App for your pull request and click the Create Review App button. Create Review App
  3. Once the app begins deployment, you will see the status of your PR updating. The deployment takes about 5 minutes. Requested Deployment
  4. Once the deployment completes, you will see the status change. You can click the link in the PR to open the preview site. Deployed

Quickstarts

Creating Quickstarts

All quickstart data comes directly from the docs API at /meta/quickstart. This means that the quickstart on docs and manage will both consume the same datasource and will always be up-to-date. To add a new quickstart, create a folder with the name of the quickstart in the appropriate folder: server-apis, server-platforms, native-platforms, or client-platforms. Inside that folder you will need to create an index.yml file that contains the following:

---
title: Quickstart Name
image: //cdn.auth0.com/path/to/icon.png
logo_name: name # Optional, for overriding the logo used to display the quickstart. Use the data-name attribute for the badges here: http://styleguide.auth0.com/#resources
thirdParty: true|false  # For server apis only
hybrid: true|false # For native platforms only
snippets:
  dependencies: folder/dependencies.html
  setup: folder/app.js
  use: folder/login.js
articles:
  - 00-Intro
  - 01-Login
---

For each quickstart, you must specify the snippets and create the associated snippet file in the /snippets folder. You must provide all three snippets for each quickstart: dependencies, setup, and use. To include the snippet in the quickstart document simply reference it as follows:

${snippet(meta.snippets.use)}

NOTE: You only need to use these three snippets. The rest of the quickstart snippets should be inlined unless you are sharing them.

For each article inside a quickstart you create a markdown file for the article as well as add it to the articles list in the index.yml file.

The markdown for a quickstart article is of the normal format. You must specify the following front matter for every article:

---
title: Title
description: The article's description
---

The title will generally be a single word like Introduction or Login as it will be contacted when displayed.

After you publish the doc update, the new quickstart will automatically appear on both docs and manage.

Hiding Articles in Navigation

Articles are included in navigation by default. To hide an article from navigation, modify the index.yml and move the article from articles to hidden_articles.

articles:
  - 00-Intro
  - 01-Login
hidden_articles:
  - Hidden-Article

Quickstart Guidelines

Each framework will have a set of articles that comprise the quickstarts. The set of articles each framework will have depends on the function of each. Below is an outline of the documents that should be created for each framework.

Library References

Each library that we publish should have appropriate reference documentation. There will be two kinds of reference documentation for each library. The first is automatically generated. Each library should generate reference docs using a tool like jsDocs on every build/release. This will ensure consistent and up to date documentation.

Additionally, many libraries may also need manual documentation showing more sophisticated scenarios. Certainly, Auth0.js and Lock will need significant manual documentation. Other libraries will as needed.

Quickstarts Articles

Each framework will have a set of articles that comprise the quickstarts. The set of articles each framework will have depends on the function of each. Below is an outline of the documents that should be created for each framework.

Native
  1. Intro - Introduction and summary of what the quickstart is about and a Table of Contents
  2. Login - Shows how to create an auth0 application, add the login widget to your code, setup everything, and perform a login.
  3. Login with Custom UI - Using head-less library to do login without Lock
  4. Session Handling - How to store tokens, Refresh Tokens, and logout
  5. User Profile - How to access the user profile from within the app. The core concepts of this are how to retrieve profile data as well as any claims that are present in the token.
  6. Linking Accounts - How to link two accounts using both the lock widget or using the API manually.
  7. Rules - Using rules to change what is in the token. This document is likely shared with all quickstarts[a].
  8. Authorization - How to pull scope or other access control claims from the token and use those claims to authorize a user to perform certain actions in the application.[b]
  9. Calling Your API - How to take the Access Token from
  10. MFA - how to add MFA to your app. This should probably be a single document that is shared with all native apps[c].
  11. Customizing Lock - Document explaining the basics of how to custom lock. There are full documents about this as well that show the complete details.
Web
  1. Intro - Introduction and summary of what the quickstart is about and a Table of Contents
  2. Login - Shows hot to create an auth0 application, add the login widget to your code, setup everything, and perform a login.
  3. Login with Custom UI - Using auth0.js to build a custom login without Lock.
  4. Session Handling - How to store tokens, how to handle sessions (serialization, etc.), and logout
  5. User Profile - How to access the user profile from within the app. The core concepts of this are how to retrieve profile data as well as any claims that are present in the token.
  6. Linking Accounts - How to link two accounts using both the lock widget or using the API manually.
  7. Rules - Using rules to change what is in the token. This document is likely shared with all quickstarts.
  8. Authorization - How to pull scope or other access control claims from the token and use those claims to authorize a user to perform certain actions in the application.
  9. Multi-factor Authentication - how to add MFA to your app. This should probably be a single document that is shared with all native apps.
  10. Customizing Lock - Document explaining the basics of how to custom lock. There are full documents about this as well that show the complete details.
SPA
  1. Intro - Introduction and summary of what the quickstart is about and a Table of Contents
  2. Login - Shows hot to create an auth0 application, add the login widget to your code, setup everything, and perform a login.
  3. Login with Custom UI - Using auth0.js to build a custom login without Lock.
  4. Session Handling - How to store tokens and logout
  5. User Profile - How to access the user profile from within the app. The core concepts of this are how to retrieve profile data as well as any claims that are present in the token.
  6. Linking Accounts - How to link two accounts using both the lock widget or using the API manually.
  7. Rules - Using rules to change what is in the token. This document is likely shared with all quickstarts.
  8. Authorization - How to pull scope or other access control claims from the token and use those claims to authorize a user to perform certain actions in the application. This section will include information on how to use rules and authorization together.
  9. Calling Your API - How to take the Access Token from
  10. MFA - how to add MFA to your app. This should probably be a single document that is shared with all native apps.
  11. Customizing Lock - Document explaining the basics of how to customize lock. There are full documents about this as well that show the complete details.
API/Services
  1. Authentication - How to authenticate a user to call an API
  2. Authorization - How to perform authorization in a API

Libraries

As appropriate, every framework/language should have libraries to help with common functions. These libraries will include things like:

  • Management API Libraries
  • Authentication API Libraries
  • Authentication Middlewares
  • Helpers Libraries

We want to make authentication and authorization as easy as possible for our developers. These libraries are a critical part of that. However, libraries must not wrap functionality of the Lock widgets. We iterate on our Lock widgets too frequently to keep wrappers up to date. We can provide helpers that make Lock easier to include in an app for a particular framework, but these should only expose the core Lock functionality directly, never wrap or abstract it.

Samples

Each seed project will have a corresponding sample (seed project). The idea of a seed project is that a user can download this and everything is setup and ready for them to run.

Each sample for a quickstart should have its own repository in github in the github.com/auth0-samples organization. The structure of the repository is as follows:

/README.md
/LICENSE
/00-Start
/01-Login
/02-User-Profile
/03-etc
/04-etc

In this way, each section of the quickstart has a sample showing the appropriate step. The sample in the numbered folder should exactly match the completed code of the tutorial. The 00 step is the blank empty project. The empty project would typically start with the standard “File->New” project for that particular framework. This means that anyone who is familiar with the framework will understand the starting point.

Sample README’s

The README for each sample folder should be written to reflect the objectives of the sample and should also show some important code snippets. The goal is to give the reader context in a quick and concise way while outlining exactly what learning outcomes can be expected. It is important to make content within each README specific to the subject sample.

  • Example: 02-User-Profile
  • Title: “User Profile”
  • Body: “User information can be stored under user_metadata for any Auth0 user. You may choose to include this data in the user’s JWT or you can simply access it from the user’s profile object returned by Auth0. Many applications will require functionality that enables users to update their own profile information, and this can be done through Auth0’s Management API.

This sample demonstrates how to retrieve an Auth0 user’s profile and how to update it via the Management API. After following the steps outlined here, you will be able to retrieve, set, and update a user profile.”

  • Add link to quickstart in README
Important Snippets
  1. Installation
  2. Retrieving the user’s profile
  3. Setting the user’s profile
  4. Updating the user’s profile

Continuous Integration

Each sample repo should have appropriate CI setup. You should use the appropriate CI system for the sample. Typically this is Travis CI. The CI system does not need to have extensive tests, but should simply ensure that the project downloads dependencies and builds correctly. If possible we should test to make sure there are no build warnings either.

In the case of things like iOS and Android samples, we should build with multiple version of Android/Xcode, etc. You can see an example here: https://travis-ci.org/auth0/Auth0.swift

  1. No need to write code or specialized guide for mobile
  2. We do not have a lot of stuff finished to be doing this one in mobile.
  3. No need to write code or specialized guide for mobile until we allow users to enroll mfa from mobile apps. Currently is web only

Seed Projects

Each quickstart should have a seed project. The seed projects are hosted on github in the auth0-samples organization. In order to add a seed project to a quickstart simply use the _package include.

The seed project packager service replaces placeholder configuration values with the values of the user's real application. This means the sample is ready to use without additional configuration. The strings that get set are shown below.

These values can be replaced in any file in the repo. Common examples of where you would include these values are in a .env file or auth0-variables.js file. In addition to replacement in the file directly, you can also include a template file in the form of filename.ext.example such as auth0-variables.js.example. The packager will do the replacement and remove the .example extension from the file.

NOTE: It is a best practice to use the .example method and include the 'real' file in the '.gitignore' so that if the end-user turns the sample into a git repo, the Auth0 keys won't get checked into source control. You should include the .gitignore file in the actual seed project folder, not at the repo root. This way it is included in the seed package.

Key Name Replace Value Description
CLIENT_ID {CLIENT_ID} This sets the client ID of the currently selected application.
CLIENT_SECRET {CLIENT_SECRET} This sets the client secret of the currently selected application.
DOMAIN {DOMAIN} This sets the domain of Auth0 the current application is using. i.e. foo.auth0.com or foo.eu.auth0.com
TENANT {TENANT} The tenant name of the currentAuth0 account.
CALLBACK_URL {CALLBACK_URL} This sets the callback url for the application.
MOBILE_CUSTOM_SCHEME {MOBILE_CUSTOM_SCHEME} This a unique ID for mobile apps. The string is a0 + the value of the client ID.
RANDOM_STRING_64 {RANDOM_STRING_64} This is a random string. Typically used for things like encryption keys, etc. For security reasons, we set this with a reasonable default so if end-users forget to change them, they won't all be something like YOUR_ENCRYPTION_KEY.

Example .env file:

AUTH0_CLIENT_ID={CLIENT_ID}
AUTH0_DOMAIN={DOMAIN}
AUTH0_CLIENT_SECRET={CLIENT_SECRET}

Include Code

<%= include('../../_includes/_package', {
  org: 'auth0-samples',
  repo: 'node-auth0',
  path: 'examples/nodejs-regular-webapp',
  requirements: [
    'Requirement 1.0.0',
    'Requirement 2.0.0'
  ]
}) %>

The follow are the values for the package configuration.

Variable Description
org The organization of the github repo. Can be auth0 or auth0-samples.
repo The name of the github repository.
path The path where the sample is contained. This will be the folder that gets downloaded.
requirements An array of strings representing the system requirements for the project and article.
branch The branch of the github repository. If omitted this will default to master

Updates Feed

Publishing content updates is easy. Just create a yml file in the /updates folder in the format YYYY-MM-DD.yml. The document should be in the following format. There are three sections of content: added, changed, and fixed. If you are releasing a new thing (such as a new tutorial, document, or new version of an SDK) put it under added. Otherwise use changed or fixed.

added:
  -
    title: "Name of new thing"
    tags:
      - tag1
      - tag2
    description: |
      The description can be as long as it needs, but keep it reasonable. If you need more you should probably write a separate document. Descriptions can contain markdown such as [link](https://auth0.com) or `code snippets`.
  -
    title: "Name of update"
    tags:
      - tag1
      - tag2
    description: |
      The description can be as long as it needs, but keep it reasonable. If you need more you should probably write a separate document. Descriptions can contain markdown such as [link](https://auth0.com) or `code snippets`.
changed:
  -
    title: "Name of thing that changed or was removed"
    tags:
      - tag1
      - tag2
    description: |
      The description can be as long as it needs, but keep it reasonable. If you need more you should probably write a separate document. Descriptions can contain markdown such as [link](https://auth0.com) or `code snippets`.
fixed:
  -
    title: "Name of bug fixed"
    tags:
      - tag1
      - tag2
    description: |
      The description can be as long as it needs, but keep it reasonable. If you need more you should probably write a separate document. Descriptions can contain markdown such as [link](https://auth0.com) or `code snippets`.

API

WARNING: This API is for Auth0 internal use only. You should not rely on the docs API for anything. There is NO SLA or support for the document API.

All document content is accessible through the docs API as well as through regular HTML.

To request a document in embedded format (i.e. no template html) to embed externally, append ?e=1 to any url.

To request a document in the framed format (i.e. no header, footer, or navigation) to use in a window popup or an iframe, append ?framed=1 to any url.

To request content in JSON or JSONP format, pass the header Accept: 'application/json' and optionally specify a ``?callback=foo` query parameter for JSONP.

You can also request the document metadata be included in the JSON or JSONP responses by appending ?m=1 to the query.

Code snippets

Code snippets are available both through the API and for use in markdown.

Access via API:

GET: /docs/meta/snippets/{hash} Response:

{
  "title": "{title}",
  "content": "{<pre><code class="{class}">{code}</code></pre> }",
  "hash": "{hash}"
  "additional_metadata": ""
}

Use in markdown:

${snippet('{hash}')}

Connections

Connections are available both through the API and for use in markdown.

Access via API:

GET: /docs/meta/connections GET: /docs/meta/connections/{type} GET: /docs/meta/connections/{type}/{connection} Response:

{
  "title": "{title}",
  "hash": "{hash}",
  "url": "https://auth0.com/docs/path/to/doc",
  "image": "https://cdn.auth0.com/docs/path/to/image.png",
  "type": "database|social|enterprise",
  "alias": [
    "alias1"
  ]
}

Document Front-matter

  • sitemap: (Boolean) Indicates if the document will be indexed into sitemap.xml. Defaults to true.
  • public: (Boolean) Indicates if the document will be rendered through a public url or in the sitemap. The document will still be available from the API. Defaults to true.
  • description: Every browsable document requires a description of up to 2 complete sentences. Please add a description to all new docs and any existing doc that you are working on.

Document Variables

When writing docs you can use the following variables instead of hard-coding these values. You can use ${variableName} within any markdown document to reference the value.

Common Variables

Variable Description Default Value
manage_url The url to the management portal. https://manage.auth0.com
auth0js_url The url to the auth0.js CDN location.
auth0js_urlv8 The url to the auth0.js v8 CDN location.
lock_url The url to the Lock script CDN location.
env.DOMAIN_URL_SUPPORT Support Center URL https://support.auth0.com

User Specific Variables

Variable Description Default Value
account.appName The name of the current Auth0 app. YOUR_APP_NAME
account.tenant The name of the current Auth0 tenant. YOUR_TENANT
account.namespace The name of the current Auth0 namespace. YOUR_NAMESPACE
account.clientId The Client ID of the current Auth0 app. YOUR_CLIENT_ID
account.clientSecret The Client Secret of the current Auth0 app. YOUR_CLIENT_SECRET
account.callback The first callback URL of the current Auth0 app. http://YOUR_APP.auth0.com/callback

Versioning

NOTE: For Versioning Quickstarts view Versioning Quickstarts

Building on the system we established for Quickstarts, topic versioning is controlled by adding metadata to index.yml files. The filesystem structure for a versioned topic looks like this:

lock/
  v9/
    article1.md
    article2.md
  v10/
    article1.md
    article2.md
    article3.md
  index.yml

In this case lock is the name of the topic that has versions, and the two versions available are v9 and v10. Note that different versions of the same topic may have different articles; more on this later.

To create a versioned topic, the lock/index.yml file must contain a versioning property. Here's an example:

versioning:
  baseUrl: libraries/lock
  current: v10
  versions:
    - v9
    - v10
  defaultArticles:
    v1: article1

The versioning object has the following properties:

  • baseUrl -- The URL for the topic. This is used to construct URLs for corresponding versions of a given article when a user navigates between.
  • current -- The name of the current version. This must be present in the versions array.
  • versions -- An array of all versions of the topic. Each of these must have a corresponding subdirectory beneath the topic directory.
  • defaultArticles -- A map of default articles for each version. (Explained below)

User interface

When a user views an article within a versioned topic, a select will be added after the main title:

Version select UI

The user can navigate between versions of the topic by selecting a new version from the drop-down box. If an article with the same filename is present in the newly-selected version, the user will navigate to that article. If no article with the same filename is present, they will instead receive a HTTP redirect (302) to the default article for that version.

By default, the default article for a version is the first article in the subdirectory (sorted alphabetically, ascending). To change this, you can add an entry in the defaultArticles map of the versioning object in index.yml.

If the version of the article is outdated or deprecated, add the version-warning component (after the main title) to show this.

::: version-warning
This document covers an outdated version of Lock. We recommend you to <a href="/libraries/lock/v10/migration-guide">upgrade to v10</a>.
:::

image

Limitations

No sub-directories

This versioning system has one major limitation: all articles for each version must exist in the same directory. For example, this is a valid hierarchy:

example/
  v1/
    foo.md
    bar.md
  v2/
    foo.md
    bar.md
  index.yml

But this hierarchy will not work:

example/
  v1/
    subtopic/
      foo.md
    bar.md
  v10/
    subtopic/
      foo.md
    bar.md
  index.yml

This limitation is a result of the implementation of AutoVersionPlugin, and how the paths are calculated for the different versions. Fixing this is possible, but makes things a little more tricky, so I decided to cut it from the first version of the feature. If it is a desired behavior we can always add it later.

Case Sensitive

The folder name must match exactly the names listed in the yaml file. This is case sensitive.

For example, given the following yaml, naming the subdirectory V9 instead of v9 will result into a build error.

versioning:
  baseUrl: libraries/lock
  current: v10
  versions:
    - v9
    - v10
  defaultArticles:
    v1: article1