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Documentation Index

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The Subflow Editor at /fw/subflows/:id provides a visual canvas for building reusable workflow fragments. When :id is new, the editor is in creation mode; otherwise it loads and edits an existing subflow definition.

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Overview

The Subflow Editor is a full-screen canvas-based editor using WorkflowCanvas (powered by React Flow). The left sidebar contains a Nodes tab (the NodePalette for dragging node types onto the canvas) and a Settings tab for configuring subflow metadata and defining input/output parameters. The right sidebar shows properties for the selected node via NodePropertiesPanel. Changes to the canvas are debounced and auto-saved. When creating a new subflow (id === 'new'), the settings tab shows name and description fields. The “Create Subflow” button saves the record and redirects to the subflows list.

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Who it’s for

No explicit permission gate on this route. Access control is applied at the data layer. The subflows list and editor are reachable by any authenticated user with an active organization.

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Before you start

  • An organization must be active. If no organization is selected the editor shows a message and is non-functional.
  • For new subflows, prepare a name (required) and optionally a description before clicking “Create Subflow.”

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Steps

Creating a new subflow:
  1. Navigate to /fw/subflows and select “Create Subflow,” or navigate directly to /fw/subflows/new.
  2. In the Settings tab in the left sidebar, enter a Subflow Name (required) and optional Description.
  3. Define Input Parameters and Output Parameters using the SubflowParameterEditor in the Settings tab.
  4. Drag nodes from the Nodes tab onto the canvas and connect them.
  5. Configure node properties in the right sidebar by clicking a node.
  6. Select Create Subflow. The record is saved and the browser returns to /fw/subflows.
Editing an existing subflow:
  1. Navigate to /fw/subflows/:id.
  2. The canvas loads the saved node and edge layout. The settings tab shows existing input/output parameter definitions.
  3. Modify the canvas, node configurations, or parameters as needed.
  4. Changes are auto-saved after a 1-second debounce. Use “Save Now” to flush immediately.

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Key concepts

  • Subflow — A reusable workflow fragment with defined input and output parameters. Referenced by parent automations via subflow node types.
  • Input/output schema — Structured parameter definitions (SubflowParameter[]) that declare what data the subflow accepts and returns.
  • usage_count — Displayed on the subflows list; indicates how many times this subflow is referenced.
  • Auto-save — The editor debounces saves (1-second delay) after any canvas or parameter change. Explicit “Save Now” flushes immediately.

Forms & Workflow

Forms & Workflow core overview.

Governance & parity

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/SubflowEditor.tsx
  • src/cores/fw/hooks/useSubflowDefinition.ts
  • src/cores/fw/hooks/useSubflows.ts
  • src/cores/fw/components/SubflowParameterEditor.tsx