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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 Workflow Templates page at /fw/templates provides a searchable, filterable library of published workflow templates — including marketplace templates — with AI recommendations, preview, and customization before creating an automation.

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Overview

The Workflow Templates page fetches published templates via useWorkflowTemplates with includeMarketplace: true. AI recommendations (AITemplateRecommendations) are shown above the filter controls when templates are loaded and no filters are active. A guided tour is available via HelpButton. Templates are displayed in a responsive grid. Selecting a template opens a preview dialog; from there users can choose “Use Template” to open TemplateCustomizer. On successful customization, an automation rule is created and the browser navigates to /fw/automations/:ruleId.

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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 templates.

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Before you start

  • No specific permissions are required to browse. Creating an automation from a template requires a valid organization context.

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Steps

Browsing:
  1. Navigate to /fw/templates.
  2. Review AI recommendations if displayed.
  3. Browse the template grid.
Filtering:
  • Enter a search term in the search box.
  • Select a Category to filter by domain.
Previewing a template:
  1. Click a template card to open the preview dialog.
  2. Review the template details and related templates.
Using a template:
  1. From the card or preview, select Use Template.
  2. The TemplateCustomizer dialog opens.
  3. Configure the template for your organization.
  4. On success, an automation rule is created and the browser navigates to /fw/automations/:ruleId.
Browsing the marketplace: Select Browse Marketplace to navigate to /fw/templates/marketplace. Creating a new template: Select Create Template to navigate to /fw/automations/new. Taking the guided tour: Select the help button to start the templateLibraryTour guided walkthrough.

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Key concepts

  • Published template — A workflow template with status: 'published' fetched with marketplace templates included.
  • AI recommendations — Template suggestions based on available template metadata; shown when no filters are active.
  • Template customizer — A dialog for configuring a template clone before creating the automation rule.
  • Guided tour — A step-by-step walkthrough of the template library UI (provided by templateLibraryTour).

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/TemplateLibraryPage.tsx
  • src/cores/fw/hooks/useWorkflowTemplates.ts
  • src/cores/fw/components/templates/TemplateCard.tsx
  • src/cores/fw/components/templates/TemplateCustomizer.tsx
  • src/cores/fw/types/templates.ts