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Documentation Index

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The Wizard Builder is the full-screen editor for creating and modifying wizard templates, including steps, fields, branching conditions, validation rules, and publishing. Primary route: /platform/wizards/builder/:id. Also accessible at /platform/wizards/builder (no ID, for new wizards).

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Overview

The builder page resolves the :id param and loads the template via useWizardTemplateDetail. A cooperative locking mechanism (useWizardLock) prevents simultaneous edits: if another user holds the lock, LockConflictDialog is shown offering Retry or Start Fresh options. The WizardBuilder component provides the full editing canvas with step management, field configuration, validation rules (ValidationRuleBuilder), branching (BranchEditor), and live preview (WizardPreview). Publishing creates a new version via PublishVersionDialog.

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Who it’s for

Requires pf.wizards.admin (route guard for the builder route). The wizard list route at /platform/wizards checks PERMISSIONS.PF.WIZARDS_CREATE for the New Wizard action.

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Before you start

  • You must have pf.wizards.admin to reach the builder.
  • For an existing wizard, navigate from the Wizard Templates list (/platform/wizards).
  • For a new wizard, click New Wizard from the list page.

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Steps

  1. Navigate to /platform/wizards and click a template, or click New Wizard.
  2. The builder loads with the template (or a blank canvas for new).
  3. Add and configure steps using the step panel.
  4. Add fields to each step and configure field properties.
  5. Set up branching logic and validation rules as needed.
  6. Preview the wizard using the live preview panel.
  7. Click Publish to create a new published version.

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Key concepts

Step — a single page in the wizard flow; each step has a title, icon, and one or more fields. Branch — conditional logic that routes users to different steps based on field values. Lock — a cooperative editing lock that prevents two users from editing the same wizard simultaneously. Version — each publish creates a new numbered version; prior versions remain accessible.

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/wizards/pages/WizardBuilderPage.tsx
  • src/platform/wizards/components/WizardBuilder.tsx
  • src/platform/wizards/hooks/useWizardLock.ts
  • src/platform/wizards/components/LockConflictDialog.tsx