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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 Dashboard screen is the main landing page for the Forms & Workflow core and is available at /fw/dashboard.

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Overview

This screen renders four stat cards (Active Forms, Total Submissions, Active Automations, Pending Approvals) loaded via useFWDashboardStats. Below the stats, a quick-actions section (QuickActionsSection) supports both global and module-specific actions for the fw module. Three lazy-loaded widgets display recent activity: KpiOverviewWidget, RecentSubmissionsWidget, and AutomationStatsWidget. The route /fw redirects here automatically.

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Who it’s for

Requires permission: fw.forms.view (FW_PERMISSIONS.FORMS_VIEW).

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Before you start

  • Hold fw.forms.view to access this screen.
  • The dashboard reflects data for the current organization.

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Steps

1

Open the dashboard

Navigate to /fw/dashboard or /fw (which redirects here).
2

Review stat cards

Four cards summarize key counts: active forms, total submissions, active automations, and pending approvals.
3

Use quick actions

The Quick Actions section provides shortcuts to common Forms & Workflow tasks.
4

Review recent activity

The three widgets below show KPI overview, recent submissions, and automation stats.

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Key concepts

  • Active Forms — count of published forms in the organization.
  • Pending Approvals — count of approval requests awaiting the current user’s action.
  • Quick Actions — configurable shortcuts for the fw module; editable per organization.

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/FWOverview.tsx
  • src/platform/permissions/constants.ts