docs: CTE GA - remove EA notices, document profile UI, cross-trigger … - #1759
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…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.
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Summary
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- 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.
lrzhou25
reviewed
Aug 26, 2026
…ange.mdx Co-authored-by: Lucy Zhou <141781699+lrzhou25@users.noreply.github.com>
Co-authored-by: Lucy Zhou <141781699+lrzhou25@users.noreply.github.com>
lrzhou25
approved these changes
Aug 26, 2026
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Description
Changes for GAing the feature