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Documentation Index

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The Automation Processes screen shows the auto-discovered business process catalog at the route /settings/automation/processes.

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Overview

The screen lists all auto-discovered business processes from the useBusinessProcesses hook, displayed in a grid or table view toggled by a layout selector. A filter bar allows narrowing by search text, health status, owning core, and process type. Users with pf.business_processes.discover can click “Discover” to trigger a re-scan via useTriggerProcessDiscovery. Clicking a process card navigates to the process detail page at /settings/automation/processes/:processId.

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Who it’s for

Required permission: pf.business_processes.view (view); pf.business_processes.discover (trigger discovery)

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Before you start

  • You must hold the pf.business_processes.view permission.

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Steps

1

Open Automation Processes

Navigate to Settings → Automation → Business Processes.
2

Browse the catalog

View discovered processes in grid or table layout.
3

Filter results

Use the filter bar to search by name or narrow by health status, core, or process type.
4

View process detail

Click a process card to navigate to its detail page.
5

Trigger discovery

Click “Discover” (requires discover permission) to re-scan and update the process catalog.

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Key concepts

  • Auto-discovery — process catalog is populated by scanning automation rules and workflows
  • Health status — indicates whether a process is healthy, warning, or critical
  • owningCore — the platform core responsible for the process

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
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/platform.tsx
  • src/platform/automation/pages/BusinessProcessCatalogPage.tsx