Skip to main content

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 Form Library screen provides a searchable gallery of form templates with preview, customization, and AI recommendation capabilities and is available at /fw/form-templates.

​
Overview

This screen displays form templates loaded via useFormTemplates, filtered by category and search text. Templates include both organization-specific and marketplace templates (includeMarketplace: true). Each template is shown as a FormTemplateCard. Actions include: preview (FormTemplatePreview), customize (FormTemplateCustomizer), create new template (CreateFormTemplateDialog), and AI-generate a template (GenerateFormTemplateDialog). AI recommendations are shown via AITemplateRecommendations using a transformed template list. Clicking Use Template from preview or customizer creates a new form based on the template and navigates to the form editor.

​
Who it’s for

No explicit route-level permission gate. Template creation gated by fw.templates.create via PermissionGate inside components.

​
Before you start

  • Navigate to /fw/form-templates from the Forms & Workflow sidebar.
  • To create templates you need fw.templates.create.
  • To publish templates you need fw.templates.publish.

​
Steps

1

Open Form Library

Navigate to /fw/form-templates.
2

Search or filter by category

Use the search input and category dropdown to narrow results.
3

Preview a template

Click a FormTemplateCard to open FormTemplatePreview.
4

Customize and use

From the preview, open FormTemplateCustomizer to adjust the template before creating a form.
5

Generate with AI

Click Generate Template to open GenerateFormTemplateDialog and create a template using AI.
6

Create a blank template

Click New Template (requires fw.templates.create) to open CreateFormTemplateDialog.

​
Key concepts

  • Form template — a reusable form blueprint that can be cloned into a new form.
  • Template categories — defined in FORM_TEMPLATE_CATEGORIES from fw/types/formTemplates.
  • Marketplace — templates available beyond the current organization (SME: confirm scope).

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/FormTemplateLibraryPage.tsx
  • src/cores/fw/types/formTemplates.ts
  • src/platform/permissions/constants.ts