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

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. Note: There is no dedicated /fw/automations/new route. The creation experience launches from the New Automation button on this page.

Who it’s for

Access follows your organization’s role and module configuration.
  • 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.
  • An organization must be selected. If no organization is active, the new-rule flow is unavailable.

Finding and managing automations

  1. Navigate to /fw/automations. Review any worker configuration notice at the top.
  2. The default tab lists all automation rules for the organization.
  3. Click New Automation to open AutomationRuleBuilder and configure a trigger and action set.
  4. Click a rule’s edit action to reopen AutomationRuleBuilder with existing configuration.
  5. Switch to the Executions tab to view the ExecutionDashboard.
  6. Click an execution record to open ExecutionDetailDialog in view, debug, or replay mode.
  • 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.
  • Trigger type — determines when the rule fires (e.g., form_submitted and other event-based or date-relative triggers visible in useAutomationRules).

Viewing an automation

The Automation Details screen (/fw/automations/:id) shows the full configuration and most recent execution trace for a single automation rule. This screen loads the automation rule matching the id URL parameter from useAutomationRules. For rules with a trigger type of event or date_relative, an inline trigger configuration panel (EventTriggerConfig or DateRelativeTriggerConfig) is shown and can be edited directly. The most recent execution is loaded via useRealtimeExecutions and displayed as an ExecutionTrace. Domain events are listed via useDomainEvents. Action steps are managed through AutomationActionsBuilder. Before you start: navigate here from the Automations list (/fw/automations) or from a direct deep link. A valid automation ID must be present in the URL.
  1. Navigate to /fw/automations/:id or click a rule name in the Automations list.
  2. For event or date_relative rules, the trigger config panel is displayed and editable inline.
  3. The AutomationActionsBuilder section lists the configured action steps.
  4. The last execution is shown in the ExecutionTrace panel with status and step details.
  5. Click save in the trigger config panel; changes are persisted via useEventTriggerConfig.
  • Trigger typeevent (domain event fired) or date_relative (scheduled relative to a date field); other types do not show the inline config panel.
  • Execution trace — the step-by-step record of the most recent run of this automation.
  • Domain events — platform events that can trigger automations, loaded via useDomainEvents.

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/cores/fw/pages/AutomationDetail.tsx
  • src/cores/fw/hooks/useAutomationRules.ts
  • src/cores/fw/hooks/useFWModuleSettings.ts
  • src/platform/permissions/constants.ts