Getting started

This guide is to introduce you to Softyflow, the low code platform that enables you to build and deploy your apps with low code Softyflow.

Introduction​

Softyflow is a high scalable low code platform, that can be used in the cloud or onPremise providing a solution to build applications using a powerful toolbox as user friendly modelers and project management modules.

Get started with projects​

A project in Softyflow contains several resources that will generate a full functional application :

1. User forms : The end user form that the user can interact width
2. Processes : Can be triggered from

• User forms manually
• Timer or batch with a predefined frequency
• Email notification from a trusted sender
• Web service with double authentication token schema

3. Collections :

• Mongodb databases that can be used to store business data

4. APIs :

• The set of APIs to connect Softyflow to a third party system

5. Reports :

• Provide process reports to embed in a user form for custom reporting including pre-built measures
• Provide data that can be used for custom Dashboards

Get started with User forms​

Before, create your first project with the following name : demo.

1. Create your first user form​

Create a new user form with the following name : demo-user-form

2. Build & Save your form​

Drag and drop the desired components from the right sidebar and organize your form as expected

3. Preview your form​

Click on the eye icon on the top right panel to preview your form in TEST mode.

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Get started with process​

1. Create your first process​

Create a new process with a specific name for ex : demo-process

2. Configure your process​

In the demo process, we implemented a simple manual task assigned to a manger with approval / rejection actions. Some email notifications will be sent after the action.

In the manual task step , fill in the following :

• Users : The task will be assigned to these users
• Interface : The ID of the user form
• If email notification, insert the template

In the email notification step , fill in the following :

• Users : The notification will be sent to the defined users
• Mail subject : Subject of the email
• Mail template

3. Test your Process​

Attach the process to a user form, and trigger your process with the action button "Start process".

Get started with databases​

1. Create your first Collection​

Create your first databases using the collection tab and give a name to your DB.

2. Manage the Collection​

Use our SDK APIs to perform CRUD operations such as : Create an object, Update an object, Delete an object.

The operations can be performed in the process or in the form.

Get started with reports​

1. Create your first process report​

Create your first process report from the reports section (After creating your process).

2. Configure your report​

Add columns (Measures from the process), define filters, and give a name to your process report. All instances will be shown with respect to the query and the report colums configuration.

Manage the Users​

Create, update or delete your users and metadata using our Users Management Module.

Manage the Files​

Manage the uploaded or created file in the file section. You can view, update or delete the files.