docusaurus/website/docs/guides/docs/sidebar.md
Joshua Chen 18cb13d6cc
docs: refactor docs sidebar doc (#6130)
* docs: refactor docs sidebar doc

* Edits
2021-12-19 19:08:59 +08:00

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---
id: sidebar
title: Sidebar
toc_max_heading_level: 5
slug: /sidebar
---
```mdx-code-block
import Tabs from '@theme/Tabs';
import TabItem from '@theme/TabItem';
```
Creating a sidebar is useful to:
- Group multiple **related documents**
- **Display a sidebar** on each of those documents
- Provide a **paginated navigation**, with next/previous button
To use sidebars on your Docusaurus site:
1. Define a file that exports a dictionary of [sidebar objects](#sidebar-object).
2. Pass this object into the `@docusaurus/plugin-docs` plugin directly or via `@docusaurus/preset-classic`.
```js title="docusaurus.config.js"
module.exports = {
presets: [
[
'@docusaurus/preset-classic',
{
docs: {
// highlight-next-line
sidebarPath: require.resolve('./sidebars.js'),
},
},
],
],
};
```
## Default sidebar {#default-sidebar}
If the `sidebarPath` is unspecified, Docusaurus [automatically generates a sidebar](#sidebar-item-autogenerated) for you, by using the filesystem structure of the `docs` folder:
```js title="sidebars.js"
module.exports = {
mySidebar: [
{
type: 'autogenerated',
dirName: '.', // generate sidebar from the docs folder (or versioned_docs/<version>)
},
],
};
```
You can also define your sidebars explicitly.
## Sidebar object {#sidebar-object}
A sidebar at its crux is a hierarchy of categories, doc links, and other hyperlinks.
```typescript
type Sidebar =
// Normal syntax
| SidebarItem[]
// Shorthand syntax
| {[categoryLabel: string]: SidebarItem[]};
```
For example:
```js title="sidebars.js"
module.exports = {
mySidebar: [
{
type: 'category',
label: 'Getting Started',
items: [
{
type: 'doc',
id: 'doc1',
},
],
},
{
type: 'category',
label: 'Docusaurus',
items: [
{
type: 'doc',
id: 'doc2',
},
{
type: 'doc',
id: 'doc3',
},
],
},
{
type: 'link',
label: 'Learn more',
href: 'https://example.com',
},
],
};
```
This is a sidebars file that exports one sidebar, called `mySidebar`. It has three top-level items: two categories and one external link. Within each category, there are a few doc links.
A sidebars file can contain [**multiple sidebar objects**](#using-multiple-sidebars), identified by their object keys.
```typescript
type SidebarsFile = {
[sidebarID: string]: Sidebar;
};
```
### Using shorthands {#using-shorthands}
You can express typical sidebar items without much customization more concisely with **shorthand syntaxes**. There are two parts to this: [**doc shorthand**](#doc-shorthand) and [**category shorthand**](#category-shorthand).
#### Doc shorthand {#doc-shorthand}
An item with type `doc` can be simply a string representing its ID:
```js
// =================
// This item:
// =================
{
type: 'doc',
id: 'myDoc',
};
// =================
// Is equivalent to:
// =================
'myDoc';
```
So it's possible to simplify the example above to:
```js title="sidebars.js"
module.exports = {
mySidebar: [
{
type: 'category',
label: 'Getting Started',
items: [
// highlight-next-line
'doc1',
],
},
{
type: 'category',
label: 'Docusaurus',
items: [
// highlight-start
'doc2',
'doc3',
// highlight-end
],
},
{
type: 'link',
label: 'Learn more',
href: 'https://example.com',
},
],
};
```
#### Category shorthand {#category-shorthand}
A category item can be represented by an object whose key is its label, and the value is an array of subitems.
```js
// ===================
// This item:
// ===================
{
type: 'category',
label: 'Getting started',
items: ['doc1', 'doc2'],
};
// ===================
// Is equivalent to:
// ===================
{
'Getting started': ['doc1', 'doc2'],
};
```
This permits us to simplify that example to:
```js title="sidebars.js"
module.exports = {
mySidebar: [
// highlight-start
{
'Getting started': ['doc1'],
},
{
Docusaurus: ['doc2', 'doc3'],
},
// highlight-end
{
type: 'link',
label: 'Learn more',
href: 'https://example.com',
},
],
};
```
Each shorthand object after this transformation will contain exactly one entry. Now consider the further simplified example below:
```js title="sidebars.js"
module.exports = {
mySidebar: [
// highlight-start
{
'Getting started': ['doc1'],
Docusaurus: ['doc2', 'doc3'],
},
// highlight-end
{
type: 'link',
label: 'Learn more',
href: 'https://example.com',
},
],
};
```
Note how the two consecutive category shorthands are compressed into one object with two entries. This syntax generates a **sidebar slice**: you shouldn't see that object as one bulk item—this object is unwrapped, with each entry becoming a separate item, and they spliced together with the rest of the items (in this case, the "Learn more" link) to form the final sidebar level. Sidebar slices are also important when discussing [autogenerated sidebars](#sidebar-item-autogenerated).
## Understanding sidebar items {#understanding-sidebar-items}
We have introduced three types of item types in the above example: `doc`, `category`, and `link`, whose usage are fairly intuitive. We will formally introduce their APIs. There's also a fourth type: `autogenerated`, which we will explain in detail later.
- **[Doc](#sidebar-item-doc)**: link to a doc page, associating it with the sidebar
- **[Link](#sidebar-item-link)**: link to any internal or external page
- **[Category](#sidebar-item-category)**: creates a dropdown of sidebar items
- **[Autogenerated](#sidebar-item-autogenerated)**: generate a sidebar slice automatically
- **[\*Ref](#sidebar-association)**: link to a doc page, without associating it with the sidebar
### Doc: link to a doc {#sidebar-item-doc}
Use the `doc` type to link to a doc page and assign that doc to a sidebar:
```typescript
type SidebarItemDoc =
// Normal syntax
| {
type: 'doc';
id: string;
label: string; // Sidebar label text
className?: string; // Class name for sidebar label
}
// Shorthand syntax
| string; // docId shortcut
```
Example:
```js title="sidebars.js"
module.exports = {
mySidebar: [
// Normal syntax:
// highlight-start
{
type: 'doc',
id: 'doc1', // document id
label: 'Getting started', // sidebar label
},
// highlight-end
// Shorthand syntax:
// highlight-start
'doc2', // document id
// highlight-end
],
};
```
If you use the doc shorthand or [autogenerated](#sidebar-item-autogenerated) sidebar, you would lose the ability to customize the sidebar label through item definition. You can, however, use the `sidebar_label` markdown front matter within that doc, which has a higher precedence over the `label` key in the sidebar item.
:::note
A `doc` item sets an [implicit sidebar association](#sidebar-association). Don't assign the same doc to multiple sidebars: change the type to `ref` instead.
:::
### Link: link to any page {#sidebar-item-link}
Use the `link` type to link to any page (internal or external) that is not a doc.
```typescript
type SidebarItemLink = {
type: 'link';
label: string;
href: string;
className?: string;
};
```
Example:
```js title="sidebars.js"
module.exports = {
myLinksSidebar: [
// highlight-start
// External link
{
type: 'link',
label: 'Facebook', // The link label
href: 'https://facebook.com', // The external URL
},
// highlight-end
// highlight-start
// Internal link
{
type: 'link',
label: 'Home', // The link label
href: '/', // The internal path
},
// highlight-end
],
};
```
### Category: create a hierarchy {#sidebar-item-category}
Use the `category` type to create a hierarchy of sidebar items.
```typescript
type SidebarItemCategory = {
type: 'category';
label: string; // Sidebar label text.
items: SidebarItem[]; // Array of sidebar items.
className?: string;
// Category options:
collapsible: boolean; // Set the category to be collapsible
collapsed: boolean; // Set the category to be initially collapsed or open by default
link: SidebarItemCategoryLinkDoc | SidebarItemCategoryLinkGeneratedIndex;
};
```
Example:
```js title="sidebars.js"
module.exports = {
docs: [
{
type: 'category',
label: 'Guides',
collapsible: true,
collapsed: false,
items: [
'creating-pages',
{
type: 'category',
label: 'Docs',
items: ['introduction', 'sidebar', 'markdown-features', 'versioning'],
},
],
},
],
};
```
:::tip
Use the [**shorthand syntax**](#category-shorthand) when you don't need customizations:
```js title="sidebars.js"
module.exports = {
docs: {
Guides: [
'creating-pages',
{
Docs: ['introduction', 'sidebar', 'markdown-features', 'versioning'],
},
],
},
};
```
:::
#### Category links {#category-link}
With category links, clicking on a category can navigate you to another page.
:::tip
Use category links to introduce a category of documents.
:::
##### Doc link {#category-doc-link}
A category can link to an existing document.
```js title="sidebars.js"
module.exports = {
docs: [
{
type: 'category',
label: 'Guides',
// highlight-start
link: {type: 'doc', id: 'introduction'},
// highlight-end
items: ['pages', 'docs', 'blog', 'search'],
},
],
};
```
See it in action in the [i18n introduction page](../../i18n/i18n-introduction.md).
##### Generated index page {#generated-index-page}
You can auto-generate an index page that displays all the direct children of this category. The `slug` allows you to customize the generated page's route, which defaults to `/category/{{category name}}`.
```js title="sidebars.js"
module.exports = {
docs: [
{
type: 'category',
label: 'Guides',
// highlight-start
link: {
type: 'generated-index',
title: 'Docusaurus Guides',
description: 'Learn about the most important Docusaurus concepts!',
slug: '/category/docusaurus-guides',
},
// highlight-end
items: ['pages', 'docs', 'blog', 'search'],
},
],
};
```
See it in action in the [Docusaurus Guides pages](/docs/category/guides).
:::tip
Use `generated-index` links as a quick way to get an introductory document.
:::
#### Collapsible categories {#collapsible-categories}
We support the option to expand/collapse categories. Categories are collapsible by default, but you can disable collapsing with `collapsible: false`.
```js title="sidebars.js"
module.exports = {
docs: [
{
type: 'category',
label: 'Guides',
items: [
'creating-pages',
{
type: 'category',
// highlight-next-line
collapsible: false,
label: 'Docs',
items: ['introduction', 'sidebar', 'markdown-features', 'versioning'],
},
],
},
],
};
```
To make all categories non-collapsible by default, set the `sidebarCollapsible` option in `plugin-content-docs` to `false`:
```js title="docusaurus.config.js"
module.exports = {
presets: [
[
'@docusaurus/preset-classic',
{
docs: {
// highlight-next-line
sidebarCollapsible: false,
},
},
],
],
};
```
:::note
The option in `sidebars.js` takes precedence over plugin configuration, so it is possible to make certain categories collapsible when `sidebarCollapsible` is set to `false` globally.
:::
#### Expanded categories by default {#expanded-categories-by-default}
Collapsible categories are collapsed by default. If you want them to be expanded on first render, you can set `collapsed` to `false`:
```js title="sidebars.js"
module.exports = {
docs: {
Guides: [
'creating-pages',
{
type: 'category',
label: 'Docs',
// highlight-next-line
collapsed: false,
items: ['markdown-features', 'sidebar', 'versioning'],
},
],
},
};
```
Similar to `collapsible`, you can also set the global configuration `options.sidebarCollapsed` to `false`. Individual `collapsed` options in `sidebars.js` will still take precedence over this configuration.
```js title="docusaurus.config.js"
module.exports = {
presets: [
[
'@docusaurus/preset-classic',
{
docs: {
// highlight-next-line
sidebarCollapsed: false,
},
},
],
],
};
```
:::caution
When a category has `collapsed: true` but `collapsible: false` (either through `sidebars.js` or through plugin configuration), the latter takes precedence and the category is still rendered as expanded.
:::
### Autogenerated: generate a sidebar slice {#sidebar-item-autogenerated}
Docusaurus can **create a sidebar automatically** from your **filesystem structure**: each folder creates a sidebar category, and each file creates a doc link.
```typescript
type SidebarItemAutogenerated = {
type: 'autogenerated';
dirName: string; // Source folder to generate the sidebar slice from (relative to docs)
};
```
Docusaurus can generate a full sidebar from your docs folder:
```js title="sidebars.js"
module.exports = {
myAutogeneratedSidebar: [
// highlight-start
{
type: 'autogenerated',
dirName: '.', // '.' means the current docs folder
},
// highlight-end
],
};
```
An `autogenerated` item is converted by Docusaurus to a **sidebar slice** (also discussed in [category shorthands](#category-shorthand)): a list of items of type `doc` or `category`, so you can splice **multiple `autogenerated` items** from multiple directories, interleaving them with regular sidebar items, in one sidebar level.
<details>
<summary>A real world example</summary>
Consider this file structure:
```bash
docs
├── api
│ ├── product1-api
│ │ └── api.md
│ └── product2-api
│ ├── basic-api.md
│ └── pro-api.md
├── intro.md
└── tutorials
├── advanced
│ ├── advanced1.md
│ ├── advanced2.md
│ └── read-more
│ ├── resource1.md
│ └── resource2.md
├── easy
│ ├── easy1.md
│ └── easy2.md
├── tutorial-end.md
├── tutorial-intro.md
└── tutorial-medium.md
```
And assume every doc's ID is just its file name. If you define an autogenerated sidebar like this:
```js title="sidebars.js"
module.exports = {
mySidebar: [
'intro',
{
type: 'category',
label: 'Tutorials',
items: [
'tutorial-intro',
// highlight-start
{
type: 'autogenerated',
dirName: 'tutorials/easy', // Generate sidebar slice from docs/tutorials/easy
},
// highlight-end
'tutorial-medium',
// highlight-start
{
type: 'autogenerated',
dirName: 'tutorials/advanced', // Generate sidebar slice from docs/tutorials/hard
},
// highlight-end
'tutorial-end',
],
},
// highlight-start
{
type: 'autogenerated',
dirName: 'api', // Generate sidebar slice from docs/api
},
// highlight-end
{
type: 'category',
label: 'Community',
items: ['team', 'chat'],
},
],
};
```
It would be resolved as:
```js title="sidebars.js"
module.exports = {
mySidebar: [
'intro',
{
type: 'category',
label: 'Tutorials',
items: [
'tutorial-intro',
// highlight-start
// Two files in docs/tutorials/easy
'easy1',
'easy2',
// highlight-end
'tutorial-medium',
// highlight-start
// Two files and a folder in docs/tutorials/hard
'advanced1',
'advanced2',
{
type: 'category',
label: 'read-more',
items: ['resource1', 'resource2'],
},
// highlight-end
'tutorial-end',
],
},
// highlight-start
// Two folders in docs/api
{
type: 'category',
label: 'product1-api',
items: ['api'],
},
{
type: 'category',
label: 'product2-api',
items: ['basic-api', 'pro-api'],
},
// highlight-end
{
type: 'category',
label: 'Community',
items: ['team', 'chat'],
},
],
};
```
Note how the autogenerate source directories themselves don't become categories: only the items they contain do. This is what we mean by "sidebar slice".
</details>
#### Category index convention {#category-index-convention}
Docusaurus can automatically link a category to its index document.
A category index document is a document following one of those filename conventions:
- Named as `index` (case-insensitive): `docs/Guides/index.md`
- Named as `README` (case-insensitive): `docs/Guides/README.mdx`
- Same name as parent folder: `docs/Guides/Guides.md`
This is equivalent to using a category with a [doc link](#category-doc-link):
```js title="sidebars.js"
module.exports = {
docs: [
// highlight-start
{
type: 'category',
label: 'Guides',
link: {type: 'doc', id: 'Guides/index'},
items: [],
},
// highlight-end
],
};
```
:::tip
Naming your introductory document `README.md` makes it show up when browsing the folder using the GitHub interface, while using `index.md` makes the behavior more in line with how HTML files are served.
:::
#### Autogenerated sidebar metadata {#autogenerated-sidebar-metadata}
For hand-written sidebar definitions, you would provide metadata to sidebar items through `sidebars.js`; for autogenerated, Docusaurus would read them from the item's respective file. In addition, you may want to adjust the relative position of each item, because by default, items within a sidebar slice will be generated in **alphabetical order** (using files and folders names).
**For docs**: use additional front matter. The `label` and `className` attributes now become `sidebar_label` and `sidebar_class_name`, while there's an additional `sidebar_position` front matter.
```yaml title="docs/tutorials/tutorial-easy.md"
---
# highlight-start
sidebar_position: 2
sidebar_label: Easy
sidebar_class_name: green
# highlight-end
---
# Easy Tutorial
This is the easy tutorial!
```
**For categories**: add a `_category_.json` or `_category_.yml` file in the respective folder. You can specify any category metadata and also the `position` metadata.
<Tabs>
<TabItem value="JSON">
```json title="docs/tutorials/_category_.json"
{
"position": 2.5,
"label": "Tutorial",
"collapsible": true,
"collapsed": false,
"className": "red",
"link": {
"type": "generated-index",
"title": "Tutorial overview"
}
}
```
</TabItem>
<TabItem value="YAML">
```yaml title="docs/tutorials/_category_.yml"
position: 2.5 # float position is supported
label: 'Tutorial'
collapsible: true # make the category collapsible
collapsed: false # keep the category open by default
className: red
link:
type: generated-index
title: Tutorial overview
```
</TabItem>
</Tabs>
:::info
If the `link` is explicitly specified, Docusaurus will not apply any [default conventions](#category-index-convention).
The doc links can be specified relatively, e.g. if the category is generated with the `guides` directory, `"link": {"type": "doc", "id": "intro"}` will be resolved to the ID `guides/intro`, only falling back to `intro` if a doc with the former ID doesn't exist.
:::
:::info
The position metadata is only used **within a sidebar slice**: Docusaurus does not re-order other items of your sidebar.
:::
#### Using number prefixes
A simple way to order an autogenerated sidebar is to prefix docs and folders by number prefixes, which also makes them appear in the file system in the same order when sorted by file name:
```bash
docs
├── 01-Intro.md
├── 02-Tutorial Easy
│ ├── 01-First Part.md
│ ├── 02-Second Part.md
│ └── 03-End.md
├── 03-Tutorial Hard
│ ├── 01-First Part.md
│ ├── 02-Second Part.md
│ ├── 03-Third Part.md
│ └── 04-End.md
└── 04-End.md
```
To make it **easier to adopt**, Docusaurus supports **multiple number prefix patterns**.
By default, Docusaurus will **remove the number prefix** from the doc id, title, label and URL paths.
:::caution
**Prefer using [additional metadata](#autogenerated-sidebar-metadata)**.
Updating a number prefix can be annoying, as it can require **updating multiple existing markdown links**:
```diff title="docs/02-Tutorial Easy/01-First Part.md"
- Check the [Tutorial End](../04-End.md);
+ Check the [Tutorial End](../05-End.md);
```
:::
#### Customize the sidebar items generator
You can provide a custom `sidebarItemsGenerator` function in the docs plugin (or preset) config:
```js title="docusaurus.config.js"
module.exports = {
plugins: [
[
'@docusaurus/plugin-content-docs',
{
// highlight-start
async sidebarItemsGenerator({
defaultSidebarItemsGenerator,
numberPrefixParser,
item,
version,
docs,
}) {
// Example: return an hardcoded list of static sidebar items
return [
{type: 'doc', id: 'doc1'},
{type: 'doc', id: 'doc2'}},
];
},
// highlight-end
},
],
],
};
```
:::tip
**Re-use and enhance the default generator** instead of writing a generator from scratch: [the default generator we provide](https://github.com/facebook/docusaurus/blob/main/packages/docusaurus-plugin-content-docs/src/sidebars/generator.ts) is 250 lines long.
**Add, update, filter, re-order** the sidebar items according to your use-case:
```js title="docusaurus.config.js"
// highlight-start
// Reverse the sidebar items ordering (including nested category items)
function reverseSidebarItems(items) {
// Reverse items in categories
const result = items.map((item) => {
if (item.type === 'category') {
return {...item, items: reverseSidebarItems(item.items)};
}
return item;
});
// Reverse items at current level
result.reverse();
return result;
}
// highlight-end
module.exports = {
plugins: [
[
'@docusaurus/plugin-content-docs',
{
// highlight-start
async sidebarItemsGenerator({defaultSidebarItemsGenerator, ...args}) {
const sidebarItems = await defaultSidebarItemsGenerator(args);
return reverseSidebarItems(sidebarItems);
},
// highlight-end
},
],
],
};
```
:::
## Hideable sidebar {#hideable-sidebar}
By enabling the `themeConfig.hideableSidebar` option, you can make the entire sidebar hideable, allowing users to better focus on the content. This is especially useful when content is consumed on medium-sized screens (e.g. tablets).
```js title="docusaurus.config.js"
module.exports = {
themeConfig: {
// highlight-start
hideableSidebar: true,
// highlight-end
},
};
```
## Using multiple sidebars {#using-multiple-sidebars}
You can create a sidebar for each **set of Markdown files** that you want to **group together**.
:::tip
The Docusaurus site is a good example of using multiple sidebars:
- [Docs](../../introduction.md)
- [API](../../cli.md)
:::
Consider this example:
```js title="sidebars.js"
module.exports = {
tutorialSidebar: {
'Category A': ['doc1', 'doc2'],
},
apiSidebar: ['doc3', 'doc4'],
};
```
When browsing `doc1` or `doc2`, the `tutorialSidebar` will be displayed; when browsing `doc3` or `doc4`, the `apiSidebar` will be displayed.
### Understanding sidebar association {#sidebar-association}
Following the example above, if a `commonDoc` is included in both sidebars:
```js title="sidebars.js"
module.exports = {
tutorialSidebar: {
'Category A': ['doc1', 'doc2', 'commonDoc'],
},
apiSidebar: ['doc3', 'doc4', 'commonDoc'],
};
```
How does Docusaurus know which sidebar to display when browsing `commonDoc`? Answer: it doesn't, and we don't guarantee which sidebar it will pick. In this case, in order to remove the ambiguity, you can use the special `ref` sidebar item type.
The `ref` type is identical to the [`doc` type](#sidebar-item-doc) in every way, except that it doesn't set the association. It only registers itself as a link, but doesn't take part in generating navigation metadata. When [generating pagination](#generating-pagination) and displaying sidebar, `ref` items are completely ignored.
So you can turn the sidebars above into:
```js title="sidebars.js"
module.exports = {
tutorialSidebar: {
'Category A': [
'doc1',
'doc2',
// highlight-next-line
{type: 'ref', id: 'commonDoc'},
],
},
apiSidebar: ['doc3', 'doc4', 'commonDoc'],
};
```
Now, although the link to `commonDoc` is still included in the `tutorialSidebar` sidebar, when browsing `commonDoc`, only `apiSidebar` can be possibly displayed.
### Generating pagination {#generating-pagination}
Docusaurus uses the sidebar to generate the "next" and "previous" pagination links at the bottom of each doc page. It strictly uses the sidebar that is displayed: if no sidebar is associated, no pagination is generated either.
You can customize pagination with front matter `pagination_next` and `pagination_prev`. Consider this sidebar:
```js title="sidebars.js"
module.exports = {
tutorial: [
'introduction',
{
installation: ['windows', 'linux', 'macos'],
},
'getting-started',
],
};
```
The pagination next link on "windows" points to "linux", but that doesn't make sense: you would want readers to proceed to "getting started" after installation. In this case, you can set the pagination manually:
```yml title="windows.md"
---
# highlight-next-line
pagination_next: getting-started
---
# Installation on Windows
```
You can also disable displaying a pagination link with `pagination_next: null` or `pagination_prev: null`.
The pagination label by default is the sidebar label. You can use the front matter `pagination_label` to customize how this doc appears in the pagination.
## Passing custom props {#passing-custom-props}
To pass in custom props to a swizzled sidebar item, add the optional `customProps` object to any of the items:
```js
{
type: 'doc',
id: 'doc1',
customProps: {
/* props */
},
};
```
## Complex sidebars example {#complex-sidebars-example}
Real-world example from the Docusaurus site:
```mdx-code-block
import CodeBlock from '@theme/CodeBlock';
<CodeBlock className="language-js" title="sidebars.js">
{require('!!raw-loader!@site/sidebars.js')
.default
.split('\n')
// remove comments
.map((line) => !['//','/*','*'].some(commentPattern => line.trim().startsWith(commentPattern)) && line)
.filter(Boolean)
.join('\n')}
</CodeBlock>
```