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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 Wizard Templates page at /fw/wizards displays the organization’s wizard templates organized in tabs: My Templates (custom templates), System Templates, and Migration. Users with appropriate permissions can create, edit, and delete templates.

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Overview

The Wizard Templates page presents organization-owned wizard templates in a responsive card grid. Each card shows the associated module badge, active/inactive status badge, name, description, step count, and estimated total time. Cards have a dropdown menu for Edit and Delete actions (gated by pf.wizards.edit and pf.wizards.admin permissions respectively). The “New Wizard” button navigates to /fw/wizards/new (gated by pf.wizards.create).

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Who it’s for

No explicit permission gate on this route in src/routes/fw.tsx. All authenticated users can view the Wizard Templates list. Individual actions are permission-gated:
  • Create: pf.wizards.create (PERMISSIONS.PF.WIZARDS_CREATE)
  • Edit: pf.wizards.edit (PERMISSIONS.PF.WIZARDS_EDIT)
  • Delete: pf.wizards.admin (PERMISSIONS.PF.WIZARDS_ADMIN)

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Before you start

  • No permission is required to view the list.
  • Ensure the “My Templates” tab reflects your organization’s templates fetched with is_template: false.

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Steps

Viewing templates:
  1. Navigate to /fw/wizards.
  2. The My Templates tab loads organization wizard templates.
  3. Switch to System Templates to view platform-provided templates.
  4. Switch to Migration for any migration utilities.
Creating a wizard:
  1. Select “New Wizard” (requires pf.wizards.create).
  2. Complete the creation form at /fw/wizards/new.
Editing a wizard:
  1. Open the dropdown on a template card and select Edit (requires pf.wizards.edit).
  2. The browser navigates to /fw/wizards/:id/edit.
Deleting a wizard:
  1. Open the dropdown on a template card and select Delete (requires pf.wizards.admin).
  2. A confirmation dialog warns that the action is permanent.
  3. Confirm to delete. The template and all its configuration are removed.
Cloning a system template:
  • System templates show a clone action in SystemTemplatesSection; on success the browser navigates to the editor for the cloned template.

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Key concepts

  • is_active — Controls whether the wizard template is available for use. Starts as false on creation.
  • Module — The platform core the wizard is associated with (displayed as an uppercase badge).
  • Step count / estimated time — Derived from template.steps; total estimated time is the sum of estimated_time_minutes across all steps.
  • System templates — Platform-provided templates surfaced by SystemTemplatesSection; SME should confirm scope.

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/WizardTemplatesPage.tsx
  • src/platform/wizards/hooks/useWizardTemplates.ts
  • src/platform/wizards/hooks/useWizardTemplateMutation.ts
  • src/platform/permissions/constants.ts