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The Forms & Workflow core (FW) provides cross-cutting form management and business process automation for Encore OS — form builders, workflow definitions, durable execution, event-driven automation, workflow versioning, and form analytics.
Architecture: FW is a cross-cutting capability used by multiple cores through the Platform Integration Layer. Other cores consume FW via integration contracts and events — never direct imports.

How automation flows

Authors build forms and compose them into versioned workflow definitions. Triggers — cross-core events, scheduled cron, or webhooks — start a durable, resumable execution whose step history and completion feed analytics.
Forms and Workflow scheduled jobs overview

What FW covers

Form builder

Schema definitions, conditional logic, validation, and multi-step forms.

Workflow builder

Durable processes with branching, retries, and human-in-the-loop steps.

Durable execution

Long-running, resumable executions with full step history.

Event automation

Triggers from cross-core events, scheduled cron, and webhooks.

Versioning

Schema versioning and migration of in-flight instances.

Analytics

Completion rates, drop-off, and time-to-complete metrics.

Get oriented in FW

1

Build a form

Define a schema with conditional logic and validation in the form builder.
2

Define the workflow

Compose durable steps with branching, retries, and approvals.
3

Automate on events

Wire cross-core triggers so workflows run when other cores publish events.

By role

Design and deploy workflows; manage versions and migrations.

Scope at a glance

  • Form builders — schema definitions, conditional logic, validation rules, multi-step forms.
  • Workflow definitions — durable processes, branching, retries, human-in-the-loop steps.
  • Event-driven automation — triggers from cross-core events, scheduled cron, webhook entry.
  • Versioning — form and workflow schema versioning, migration of in-flight instances.
  • Analytics — completion rates, drop-off, time-to-complete metrics.

Cross-core triggers

How FW listens to events from other cores.

HR integration

Workforce forms and workflow automation.

CL event automation

Clinical event hand-off into workflows.

PM business rules

Practice-management-triggered automation.