> ## 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.

# Wizard Builder

> Build and edit multi-step wizard templates with field configuration, branching logic, validation rules, and live preview.

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).

## 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`.

## 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.

## 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.

## 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.

## 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.

## Related

<Columns cols={2}>
  <Card title="Platform Foundation" icon="layer-group" href="/pf/overview">
    Platform Foundation 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/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
</Accordion>