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 Template Marketplace page at /fw/templates/marketplace displays workflow templates available from the cross-organization marketplace, with filtering by category and rating, sorting options, AI recommendations, and featured template sections.

​
Overview

The Template Marketplace fetches templates from useMarketplaceTemplates and useFeaturedMarketplaceTemplates. Featured templates are displayed in a highlighted section when no filters are active. AI recommendations (AITemplateRecommendations) are shown above the main grid when no filters are active and templates are loaded. Selecting a template card opens a preview dialog (TemplatePreview). From the preview, users can choose to use the template, which opens the TemplateCustomizer dialog. On successful customization and clone, a new automation rule is created and the browser navigates to /fw/automations/:ruleId.

​
Who it’s for

No explicit permission gate on this route in src/routes/fw.tsx. All authenticated users with access to the FW module can browse the marketplace.

​
Before you start

  • No specific permissions are required to browse. Cloning a template creates an automation rule — confirm any permissions required for that action.

​
Steps

Browsing:
  1. Navigate to /fw/templates/marketplace.
  2. Review featured templates (shown when no filters are active).
  3. Review AI recommendations if present.
  4. Browse the main template grid.
Filtering and sorting:
  • Enter a search term in the search box.
  • Select a Category from the dropdown.
  • Select a minimum Rating threshold.
  • Select a Sort option: Most Popular, Top Rated, or Newest.
Previewing a template:
  1. Click a template card to open the preview dialog.
  2. Review the template description and configuration.
  3. Select similar templates from the preview if available.
Using a template:
  1. From the template card or preview dialog, select Use Template.
  2. The TemplateCustomizer dialog opens to configure the template for your organization.
  3. On success, a new automation rule is created and the browser navigates to /fw/automations/:ruleId.

​
Key concepts

  • Marketplace template — A workflow template shared across organizations. Featured templates are curated by platform administrators.
  • Clone — Creates a new automation rule in the current organization based on the template’s configuration.
  • AI recommendations — Shown when no filters are active; suggests templates based on available template metadata. SME: confirm data sent to AI service.
  • Template category — Classifies templates by domain (e.g., defined in TEMPLATE_CATEGORIES).

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/TemplateMarketplacePage.tsx
  • src/cores/fw/hooks/useMarketplaceTemplates.ts
  • src/cores/fw/components/templates/TemplateCard.tsx
  • src/cores/fw/components/templates/TemplateCustomizer.tsx