> ## 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.

# Workflow Templates

> Browse, preview, and use pre-built workflow templates to create automations quickly.

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.

## 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`.

## Who it's for

Access follows your organization's role and module configuration. tsx\`. All authenticated users with access to the FW module can browse templates.

## Before you start

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

## 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.

## 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`).

## Related

<Columns cols={2}>
  <Card title="Forms & Workflow" icon="diagram-project" href="/fw/overview">
    Forms & Workflow core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>