Documentation Index
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User guide for browsing, cloning, publishing, and managing wizard templates in the marketplace.
Overview
The Wizard Marketplace allows organizations to share and discover wizard templates across the Encore Health OS platform. You can browse templates created by other organizations, clone them for your own use, and publish your own templates to help others.
Browsing the Marketplace
Accessing the Marketplace
Navigate to Forms & Workflows → Wizards → Marketplace or go directly to /fw/wizards/marketplace.
Search and Filter
The marketplace provides several ways to find templates:
- Search: Type keywords to search by title or description
- Module Filter: Filter by module (HR, RH, FA, etc.)
- Rating Filter: Show only templates with a minimum rating
- Featured Only: Show only featured (staff-picked) templates
- Verified Only: Show only verified templates
Understanding Listing Cards
Each listing card shows:
| Element | Description |
|---|
| Title | Template name |
| Module Badge | Which module(s) the template supports |
| Rating Stars | Average rating from users |
| Clone Count | How many times it’s been cloned |
| Verified Badge | ✓ Staff-verified quality |
| Featured Badge | ⭐ Staff-picked recommendation |
Viewing Listing Details
Click any listing card to view full details:
- Description: Full template description
- Preview: Visual preview of wizard steps
- Step Count: Number of steps in the wizard
- Field Count: Total number of form fields
- Tags: Categorization tags
- Reviews: User ratings and comments
- Clone History: When you cloned it (if applicable)
Step Preview
The step preview shows:
- Step titles and descriptions
- Field types in each step
- Validation rules applied
- Visibility conditions
Cloning Templates
How to Clone
- Open a marketplace listing
- Review the template details and preview
- Click the Clone to My Organization button
- The template will be copied to your organization
What Gets Cloned
- All steps and their configurations
- All form fields with settings
- Validation rules
- Visibility conditions
- Wizard configuration (progress style, etc.)
What Doesn’t Get Cloned
- Organization-specific data
- Default field values (cleared for safety)
- Analytics data
- Ratings from the original
After Cloning
- The cloned template appears in your wizard list
- You can customize it as needed
- Changes don’t affect the original
- Attribution shows where it came from
Publishing Your Templates
Prerequisites
- You must have
pf.wizards.admin permission
- The template must be active
- The template should have at least one step
Publishing Process
- Open your template in the Wizard Builder
- Click the Share to Marketplace button
- Fill out the publishing form:
- Title: Public display name
- Description: What the template does
- Tags: Searchable keywords
- Visibility: Who can see it
- Click Publish
Visibility Options
| Visibility | Description |
|---|
| Public | Anyone on the platform can see and clone |
| Private | Only your organization can see it |
| Specific Organizations | Only selected organizations can access |
- Use module names (hr, rh, fa)
- Include use cases (onboarding, intake, assessment)
- Add industry terms (nonprofit, healthcare)
Managing Your Listings
Editing a Listing
- Go to your template in the wizard list
- Click the marketplace icon next to it
- Update title, description, or visibility
- Save changes
Updating the Template Snapshot
When you update your template and want the marketplace listing to reflect changes:
- Open the template in the builder
- Make your changes
- Click Update Marketplace Listing
- The new snapshot replaces the old one
Unpublishing
To remove your template from the marketplace:
- Open the listing settings
- Change visibility to Private
- The listing will no longer appear in search
Ratings and Reviews
Rating a Template
After cloning and using a template:
- Go to the marketplace listing
- Click Rate This Template
- Select 1-5 stars
- Optionally add a review comment
- Submit
Rating Guidelines
- 5 Stars: Excellent, worked perfectly, saved significant time
- 4 Stars: Good, minor customizations needed
- 3 Stars: Acceptable, some issues or missing features
- 2 Stars: Below expectations, significant problems
- 1 Star: Poor, unusable without major changes
Review Etiquette
- Be constructive and specific
- Mention what worked and what didn’t
- Suggest improvements rather than just criticizing
- Update your review if issues are fixed
Best Practices
For Template Publishers
- Write Clear Descriptions: Explain what the template does and who it’s for
- Use Meaningful Step Titles: Make the workflow obvious
- Add Help Text: Include field-level guidance
- Test Thoroughly: Ensure all validation rules work
- Choose Appropriate Tags: Help users find your template
For Template Users
- Read the Description: Understand what you’re cloning
- Check the Preview: Verify it matches your needs
- Look at Ratings: Consider user feedback
- Customize After Cloning: Don’t use blindly
- Leave a Rating: Help others make decisions
Troubleshooting
Common Issues
| Issue | Solution |
|---|
| Can’t find a template | Try different search terms or clear filters |
| Clone button disabled | Check your permissions or login status |
| Can’t publish | Verify you have admin permissions |
| Listing not appearing | Check visibility settings |
Getting Help
If you encounter issues:
- Check your organization permissions
- Verify the template exists and is active
- Contact your administrator
See Also
