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Documentation Index

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The Task Automation page lets authorized users view, create, edit, and delete automation rules that trigger task creation based on platform events. It is reached at /tasks/automation.

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Overview

The page is wrapped in a PermissionGate for pf.task_automation.view. It displays a list of automation rules, each showing:
  • Rule name and trigger type.
  • Associated task template (if any).
  • Active / Disabled badge.
Creating and editing rules opens TaskAutomationRuleFormDialog. Deleting a rule requires confirmation. The New Rule button is additionally gated by pf.task_automation.manage.

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Who it’s for

Requires pf.task_automation.view to view rules. Requires pf.task_automation.manage to create, edit, or delete rules. No explicit route-level permission guard — the route at /tasks/automation is accessible to authenticated users, with the PermissionGate enforcing view access.

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Before you start

  • Task templates should exist if you want to associate them with rules (see /tasks/templates).
  • Your account must have pf.task_automation.manage to create or modify rules.

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Steps

  1. Navigate to Tasks → Automation (/tasks/automation).
  2. Review existing automation rules and their enabled/disabled states.
  3. To create a rule, click New Rule, fill in the form, and save.
  4. To edit a rule, click the pencil icon on the rule card.
  5. To delete a rule, click the trash icon (confirms before deleting).

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Key concepts

Trigger type — the platform event that fires the rule (e.g., a status change on another entity). Task template — the template used to pre-populate the task created by the rule. Enabled / Disabled — rules with a “Disabled” badge are saved but not active.

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/tasks/pages/TaskAutomationPage.tsx
  • src/platform/tasks/hooks/useTaskAutomationRules.ts
  • src/platform/tasks/components/TaskAutomationRuleFormDialog.tsx