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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Automations screen is the central hub for creating and monitoring automation rules (triggers + actions) and is available at /fw/automations.

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Overview

This screen renders a tabbed layout with four tabs: a rules list (AutomationRulesList), an analytics dashboard (AutomationAnalyticsDashboard), an execution monitor (ExecutionDashboard), and a log viewer (AutomationLogViewer). FW module settings are loaded via useFWModuleSettings; when the execution worker is not enabled, an alert notice is displayed. New rules are created in a slide-over AutomationRuleBuilder. Existing rules can be edited from the list. Execution records can be viewed, debugged, or replayed via ExecutionDetailDialog.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • The execution worker must be enabled (fw_execution_worker_enabled = true) in FW settings for automations to run.
  • If the worker notice is shown, contact your administrator.

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Steps

1

Open Automations

Navigate to /fw/automations. Review any worker configuration notice at the top.
2

View existing rules

The default tab lists all automation rules for the organization.
3

Create a rule

Click New Automation to open AutomationRuleBuilder and configure a trigger and action set.
4

Edit a rule

Click a rule’s edit action to reopen AutomationRuleBuilder with existing configuration.
5

Monitor executions

Switch to the Executions tab to view the ExecutionDashboard.
6

Inspect or replay an execution

Click an execution record to open ExecutionDetailDialog in view, debug, or replay mode.

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Key concepts

  • Automation rule — a named rule pairing a trigger with one or more actions.
  • Execution worker — the platform service that runs automations; controlled by fw_execution_worker_enabled in fw_module_settings.
  • Replay — re-runs a past execution record; requires fw.workflow-executions.replay permission.

Forms & Workflow

Forms & Workflow core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fw.tsx
  • src/cores/fw/pages/Automations.tsx
  • src/platform/permissions/constants.ts