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Actions transaction metadata - #1784

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nick-gagliardi wants to merge 8 commits into
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actions-transaction-metadata
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Actions transaction metadata#1784
nick-gagliardi wants to merge 8 commits into
mainfrom
actions-transaction-metadata

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Description

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Testing

Checklist

  • I've read and followed CONTRIBUTING.md.
  • I've tested the site build for this change locally.
  • I've made appropriate docs updates for any code or config changes.
  • I've coordinated with the Product Docs and/or Docs Management team about non-trivial changes.

dlozlla and others added 7 commits August 20, 2026 17:30
…transaction metadata

- Remove Early Access notices from Custom Token Exchange and Session
  Delegation docs; add plan-availability card to the two entry pages
  (Custom Token Exchange overview, Session Delegation overview, and the
  Custom Token Exchange Actions trigger reference).
- Document the new Dashboard UI for creating and managing Custom Token
  Exchange Profiles (bundled Action creation/template/existing selection,
  Details page, list + delete) in configure-custom-token-exchange.mdx,
  alongside the Management API path.
- Rewrite the Management API "Create the Action" steps to use the real
  POST /actions/actions + POST /actions/actions/{id}/deploy calls instead
  of manual Dashboard steps with screenshots.
- Document that Actions Transaction Metadata (api.transaction.setMetadata /
  event.transaction.metadata) is now available in Custom Token Exchange
  Actions, with a cross-trigger example sharing data into Post-Login.
- Match Dashboard modal's actual option labels and order (Start from
  scratch, Create from Template, Use existing) for the Action source
  choice when creating a profile.
- Mention the Action's Name can also be edited on the Details page and
  when managing profiles, not just its code.
- Note that an Action bound to a profile can't be deleted on its own -
  the profile must be deleted first (Dashboard and Management API).
- Move First-Party/OIDC-conformant links into the Prerequisites bullets
  and drop the now-redundant confirmation step and duplicate nav
  sentence.
- Simplify the "Enable Custom Token Exchange" intro paragraph.
- Keep both POST (create) and PATCH (update) Client calls, merged into
  one sentence for brevity.
- Remove a redundant "Once" opening two subsequent paragraphs.
…methods for CTE

Merge into the existing challengeWith()/enrollWith() callouts rather than
adding a separate one, and correct the framing - these are Post-Login
Action methods restricted for CTE-originated transactions
(event.transaction.protocol === 'oauth2-token-exchange'), not methods on
the Custom Token Exchange Action itself.
…ange.mdx

Co-authored-by: Lucy Zhou <141781699+lrzhou25@users.noreply.github.com>
Co-authored-by: Lucy Zhou <141781699+lrzhou25@users.noreply.github.com>
@nick-gagliardi
nick-gagliardi requested a review from a team as a code owner August 26, 2026 18:30
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@nick-gagliardi nick-gagliardi added the DO NOT MERGE Only the PR author should merge, even if approved. label Aug 26, 2026
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Status Count
🔍 Total 99
✅ Successful 11
⏳ Timeouts 0
🔀 Redirected 0
👻 Excluded 88
❓ Unknown 0
🚫 Errors 0
⛔ Unsupported 0
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3 participants