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Project settings administration

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6 min readUpdated

Choose the right project setting

Project settings control project operation. A snippet is a reusable content block that can be referenced from a page. A webhook is a project trigger for documentation work. Scheduled regeneration is documentation work set to run on a chosen schedule.

If you need to…Go to
Create, edit, or remove reusable contentMaintain reusable snippets
Choose webhook triggers or a regeneration scheduleConfigure webhooks and scheduled regeneration
Understand fields, options, and conditional areasUnderstand the settings surfaces
Resolve a validation or save problemHandle conditional areas and errors
Continue with other project-level settingsManage project settings
Locate the project workspaceProjects overview

Before you start

Project settings apply to the open project. No listed field is marked as required.

Prerequisites

  • Open the project workspace before selecting its settings.

With the project workspace open, continue to Find the project settings.

Find the project settings

Project settings are the project-level surfaces where you maintain reusable content or configure automation that affects documentation work.

  1. From Projects, open the project and select Settings.
  2. Select Snippets to maintain reusable content.
  3. Select Webhooks & Triggers to configure triggers and scheduled regeneration.

Result: You are on the settings surface for the project operation you need to manage.

Understand the settings surfaces

The snippets surface combines a list of saved snippets with an editor that opens when you create or edit one. The webhook surface starts with an expandable Webhooks & Triggers panel and can contain URL, trigger, schedule, delivery, and save areas.

Snippets

AreaWhat you use it forWhen it appears
Snippet tableReview the snippet's name, title, and saved textWhen one or more snippets exist
EditorEnter Name (reference key), Title (optional), and Content (markdown)When you create or edit a snippet
Reference statusCheck whether an existing snippet is used by pagesWhen reference data has been loaded for an existing snippet

When the list is loading, the page shows Loading snippets…. When no snippets exist and the editor is closed, it shows No snippets yet and Create one to reuse content across pages.

Webhooks & Triggers

Select the Webhooks & Triggers panel header to open or close its settings body. When it is open, the following areas can appear:

AreaWhat it containsWhen it appears
Webhook URLsProvider URLs, a secret readout, and copy or generate controlsWhen URL data exists
Trigger onTag creation, Push to branch, tag pattern, branch pattern, and GitHub/GitLab releaseWhen trigger configuration exists
Scheduled regenerationEnable scheduled regeneration, Cron expression, and TimezoneWhen trigger configuration exists; the selects appear when scheduled regeneration is enabled
Recent webhook deliveriesTime, Provider, Event, Status, and ResultWhen recent delivery records exist
Save areaSave configurationWhen the settings body is open

The Cron expression options are Select schedule..., Weekly (Mon 8am), Bi-weekly (1st & 15th), Monthly (1st at 8am), and Custom cron. The Timezone options are UTC, Eastern (ET), Central (CT), Mountain (MT), Pacific (PT), London (GMT), Berlin (CET), and Dubai (GST).

Choose the procedure that matches the setting you need to change.

Maintain reusable snippets

Use this procedure when you need to create, revise, cancel, or remove a snippet.

Prerequisites

  • From Projects, open the project and select Settings.
  • Select Snippets.
  • Have the reference key, optional title, and markdown content ready when creating or editing a snippet.

Steps

  1. Choose the operation you need:

    If you need to…Select
    Create a snippetNew snippet
    Open an existing snippetEdit <snippet name>
    Remove an existing snippetDelete <snippet name>
  2. If you selected Delete <snippet name>, confirm the browser prompt displaying Delete snippet "<snippet.name>"?<usage>. Confirming Delete <snippet name> completes the deletion path; skip steps 3–7.

  3. If you selected New snippet or Edit <snippet name>, enter the value in Name (reference key).

  4. If you selected New snippet or Edit <snippet name>, enter a title in Title (optional) when the snippet needs one.

  5. If you selected New snippet or Edit <snippet name>, enter the reusable markdown content in Content (markdown).

  6. If you selected New snippet or Edit <snippet name>, choose one path:

    If you need to…Select
    Save a new or edited snippetSave
    Leave the editor without saving the current changesCancel
  7. If you selected Edit <snippet name>, review its reference status: the page can show Not referenced by any page yet. or Referenced by: <page titles>.

Result: The editor closes after a successful create or update and the snippet list reloads; a successful removal reloads the list, while Cancel closes the editor without saving.

Configure webhooks and scheduled regeneration

Use this procedure to set trigger conditions, choose a schedule, review delivery information, and save the configuration.

Prerequisites

  • From Projects, open the project and select Settings.
  • Select Webhooks & Triggers.
  • Have the desired trigger conditions and schedule ready.

Steps

  1. Select the Webhooks & Triggers panel header to open the settings body.

  2. Review the provider URL shown in Webhook URLs.

  3. In Webhook URLs, select the copy icon beside the provider URL when you need to copy it.

  4. In Trigger on, select the trigger options that apply: Tag creation, Push to branch, or GitHub/GitLab release.

  5. Enter the matching value in tag pattern or branch pattern when you use the corresponding trigger.

  6. Select Enable scheduled regeneration when the project needs a recurring schedule.

  7. Choose a value from Cron expression.

  8. Choose a value from Timezone.

  9. Review Recent webhook deliveries when delivery records are available.

  10. Select Save configuration.

  11. Choose one path for the secret:

    If you need to…Select
    Generate a replacement secretGenerate new webhook secret
    Copy a generated secretCopy webhook secret

Result: The selected trigger and schedule values are sent as the project configuration, and the secret controls update or copy the secret when used.

If a message appears, continue to Handle conditional areas and errors.

Handle conditional areas and errors

Use the message on screen to decide whether to correct an entry, confirm a destructive action, or retry the operation.

What you seeWhat it meansWhat to do
Name must be a slug: lowercase letters/digits, then letters/digits/hyphen/underscore (max 64 chars).The snippet name does not meet the accepted format.Correct Name (reference key) and select Save again.
Delete snippet "<snippet.name>"?<usage>The page is asking you to confirm deletion.Confirm the browser prompt only when you intend to remove the snippet.
Save failed after saving a snippetThe snippet save did not complete.Correct the entry if needed and select Save again.
Delete failed after deleting a snippetThe snippet removal did not complete.Return to the snippet list and retry the delete action.
New secret generated. Copy it now — it won't be shown again.A new webhook secret was generated.Select Copy webhook secret before leaving the settings surface.
Failed after generating a secretSecret generation did not complete.Retry Generate new webhook secret.
Save failed after saving webhook configurationThe webhook configuration save did not complete.Review the trigger and schedule values, then select Save configuration again.

Know what happens next

After you select Save, a saved snippet is created or updated and the list reloads. After deletion, the list reloads. After you select Save configuration, the webhook settings are saved. Continue with Manage project settings for other project-level settings, or return to Projects overview to choose another project workspace.

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Project settings administration — Atloria (self dogfood)