Ory Network Customizations

Ory manages all customizations to the Zendesk HelpCenter in this repository.

Copenhagen Theme by Zendesk

The Copenhagen theme is the default Zendesk Guide theme. It is designed to be responsive and accessible. Learn more about customizing Zendesk Guide here.

The Copenhagen theme for Help Center consists of a set of templates, styles, a Javascript file used mainly for interactions and an assets folder.

How to use

This is the latest version of the Copenhagen theme available for Guide. It is possible to use this repository as a starting point to build your own custom theme. You can fork this repository as you see fit. You can use your favorite IDE to develop themes and preview your changes locally in a web browser using the Zendesk Apps Tools (ZAT). For details, see Previewing theme changes locally.

Customizing your theme

Once you have forked this repository you can feel free to edit templates, CSS in style.css (if you would like to use SASS go to the Using SASS section), javascript and manage assets.

Manifest file

The manifest allows you to define a group of settings for your theme that can then be changed via the UI in Theming Center. You can read more about the manifest file here.

Settings folder

If you have a variable of type file, you need to provide a default file for that variable in the /settings folder. This file will be used on the settings panel by default and users can upload a different file if they like. Ex. If you would like to have a variable for the background image of a section, the variable in your manifest file would look something like this:

{
  ...
  "settings": [{
    "label": "Images",
    "variables": [{
      "identifier": "background_image",
      "type": "file",
      "description": "Background image for X section",
      "label": "Background image",
    }]
  }]
}

And this would look for a file inside the settings folder named: background_image

Adding assets

You can add assets to the asset folder and use them in your CSS, Javascript and templates. You can read more about assets here

Publishing your theme

After you have customized your theme you can download the repository as a zip file and import it into Theming Center.

You can follow the documentation for importing here.

You can also import directly from GitHub - learn more here.

Templates

The theme includes all the templates that are used for a Help Center that has all the features available. List of templates in the theme:

• Article page
• Category page
• Community post list page
• Community post page
• Community topic list page
• Community topic page
• Contributions page
• Document head
• Error page
• Footer
• Header
• Home page
• New community post page
• New request page
• Requests page
• Search results page
• Section page
• Subscriptions page
• User profile page

You can add up to 10 optional templates for:

• Article page
• Category page
• Section page

You do this by creating files under the folders templates/article_pages, templates/category_pages or templates/section_pages. Learn more here.

Styles

The styles that Theming Center needs to use in the theme are in the style.css file in the root folder.

The styles for the theme are split using Sass partials, all the partials are under styles/, they are all included in the "main" file index.scss and then compiled to CSS. If you wish to use SASS you can go to the using SASS section

Assets

The Copenhagen theme doesn't have any assets, but you can add assets to your theme by placing them in the assets folder.

Using SASS

In order to use SASS for development, you just need to compile it into the CSS that Zendesk Guide understands. Note: Zendesk App Tools theme preview currently does not support live SASS compilation.

Requirements

• Install Ruby, we use sassc gem to compile our .scss files. You can see how to install Ruby here.
• Install sassc gem. You can run:

  gem install sassc:1.12.1

Now you can compile your SASS files running:

./bin/compile.rb

Which will take all the scss files inside the styles/ folder and create the style.css file that is consumable by Zendesk Guide.

Accessibility testing

We use a custom node script that runs lighthouse for automated accessibility testing.

There are two ways of running the script:

• Development mode - it runs the accessibility audits on the local theme preview, on a specific account. It requires zat theme preview to be running;
• CI mode - it runs the accessibility audits on the live theme of a specific account.

Development mode

To run the accessibility audits while changing the theme, one must first preview the changes on a specific account and then run the audits on that preview. To do so:

1. Create a .zat file in the root folder (see example);
   1. Specify the account/subdomain to preview the theme;
   2. Fill username and password with the credentials of an admin user;
   3. Specify which urls to test (if left empty, the script will test all urls);
2. Preview the local changes by running the theme preview command:

zat theme preview

3. In a separate console install node modules:

yarn install

4. Then run the accessibility audits in development mode:

yarn test-a11y -d

CI mode

To run the accessibility audits on the live theme of a specific account, one must:

1. Install node modules:

yarn install

2. Set end_user_email, end_user_password, subdomain and urls as environment variables and run the accessibility audits in CI mode i.e.:

end_user_email=<EMAIL> \
end_user_password=<PASSWORD> \
subdomain=<SUBDOMAIN> \
urls="
    https://<SUBDOMAIN>.zendesk.com/hc/en-us/
    https://<SUBDOMAIN>.zendesk.com/hc/en-us/requests/new
    https://<SUBDOMAIN>.zendesk.com/hc/en-us/requests" \
yarn test-a11y

Ignore list

If there is a known accessibility issue that should be ignored or can't be fixed right away, one may add a new entry to the ignore list in the script's configuration object. This will turn the accessibility issue into a warning instead of erroring.

The entry should include:

• the audit id;
• a path as a url pattern string;
• a selector as a string.

For example:

  custom: {
    ignore: {
      tabindex: [
        {
          path: "*",
          selector: "body > a.skip-navigation",
        },
      ],
      aria-allowed-attr: [
        {
          path: "/hc/:locale/profiles/:id",
          selector: "body > div.profile-info"
        }
      ]
    },
  },

In this example, errors for the audit tabindex with the selector body > a.skip-navigation will be reported as warnings in all pages (*). The same will happen for the audit aria-allowed-attr with the selector body > div.profile-info, but only for the user profile page /hc/:locale/profiles/:id.

Please keep in mind that this should only be used when strictly necessarity. Accessibility should be a focus and a priority when making changes to the theme.

Contributing

Pull requests are welcome on GitHub at https://github.com/zendesk/copenhagen_theme. Please mention @zendesk/vikings when creating a pull request.

We use conventional commits to improve readability of the project history and to automate the release process. The commit message should therefore respect the following format:

<type>[optional scope]: <description>

[optional body]

[optional footer(s)]

• type: describes the category of the change. See supported types.
• scope: (optional) describes what is affected by the change
• subject: a small description of the change
• body: (optional) additional contextual information about the change
• footer: (optional) adds external links, issue references and other meta-information

i.e.:

chore: automate release
fix(styles): fix button padding
feat(script): add auto focus to fields with errors

We use husky and commitlint to validate messages when commiting.

We use Github actions together with semantic-release to release a new version of the theme once a PR gets merged. On each merge, semantic-release analyses the commit messages and infers a semantic version bump. It then creates a git tag, updates the manifest version and generates the corresponding changelog.

Commit types

The list bellow describes the supported commit types and their effect in the release and changelog.

Type	Description	Release	Changelog
build	Changes that affect the build system or external dependencies	-	-
chore	Other changes that don't modify the source code	-	-
ci	Changes to our CI configuration files and scripts	-	-
docs	Documentation only changes	-	-
feat	A new feature	minor	Features
fix	A bug fix	patch	Bug Fixes
perf	A code change that improves performance	patch	Performance Improvements
refactor	A code change that neither fixes a bug nor adds a feature	-	-
revert	Reverts a previous commit	patch	Reverts
style	Changes that do not affect the meaning of the code (white-space, formatting, missing semi-colons, etc)	-	-
test	Adding missing tests or correcting existing tests	-	-

Breaking changes

Commits that add a breaking change should include BREAKING CHANGE in the body or footer of the commit message.

i.e.:

feat: update theme to use theming api v2

BREAKING CHANGE: theme is now relying on functionality that is exclusive to the theming api v2

This will then generate a major release and add a BREAKING CHANGES section in the changelog.

Bug reports

Bug reports must be submitted through Zendesk's standard support channels: https://www.zendesk.com/contact/