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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.

Users with diagram creation permissions can start a new swim-lane diagram at /platform/workflows/diagrams/new. This route requires permission pf.swim-lane-diagrams.create and renders SwimLaneDiagramBuilderPage.

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Overview

The New Diagram page launches the SwimLaneDiagramBuilderPage, a canvas-based editor built on @xyflow/react. The builder includes a node palette (NodePalette), lane management, undo/redo (useDiagramUndoRedo), live validation (validateDiagram, DiagramValidationPanel), version history sidebar (DiagramVersionHistory), real-time presence indicators (useDiagramPresence, DiagramPresenceIndicator), and export options including BPMN export (ExportDiagramDropdown). Diagrams can be saved as documents via SaveAsDocumentDialog and regenerated from procedure templates. The same component is reused for editing existing diagrams at /platform/workflows/diagrams/:id (permission pf.swim-lane-diagrams.update).

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Who it’s for

Requires permission: pf.swim-lane-diagrams.create.

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Before you start

  • Your account must have the pf.swim-lane-diagrams.create permission.

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Steps

  1. Navigate to Platform > Workflows > Diagrams and select New Diagram or go directly to /platform/workflows/diagrams/new.
  2. Enter a name for the diagram.
  3. Add lanes and nodes using the node palette on the left.
  4. Connect nodes with edges to define the workflow path.
  5. Use the validation panel to check for structural errors.
  6. Save the diagram using the Save button. Use Save as Document to publish it to the document library.

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Key concepts

Swim lane — A horizontal or vertical partition representing a participant, role, or system responsible for a set of activities in the workflow. Auto-layout — The getLayoutedDiagram() utility can automatically reposition nodes for readability. BPMN export — The export dropdown supports exporting the diagram in BPMN format for use with external process tools.

Platform Foundation

Platform Foundation 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/platform.tsx
  • src/platform/workflow/pages/SwimLaneDiagramBuilderPage.tsx