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Project Setup

To start building an application in Softyflow, the first step is to create a project.
A project serves as the foundation of your application and contains all related components: user interfaces, workflows, data models, roles, reports, and automations.

Before you begin, make sure you understand the core concepts behind Softyflow and review our getting started guide for a complete overview.

User Management

Creating a New Project​

Follow these steps to create a new project from the IDE:

  1. Navigate to the IDE.
  2. Click Create New Project.

  1. Fill in the details:

    • Project Name – e.g., budget-approval-demo
    • Description (optional) – e.g., "App for leave request and approval"
  1. Click Create project to initialize the project workspace.
User Management

Once created, you'll enter the project workspace where you can design forms using web interface design tools, define business processes with our process design features, and manage data sources through database integration.

Exporting and Importing Projects (JSON)​

You can export any project as a .json file — useful when you want to:

  • Transfer a project structure between servers
  • Create templates for reuse

Exporting a Project​

To export a project:

  1. Locate the project card on your IDE.
  2. Click the options menu (⋯).
  3. Select Export.

The .json file will be downloaded to your system.

User Management

Note: The exported .json file includes the project structure (forms, workflows, roles, and metadata), but does not include collections or reports. This functionality helps duplicate an app — it's not intended for full environment migration. For complete environment migration, use our test and deploy workflow.

Importing a Project​

To import a project from a .json file:

  1. Go to the IDE.

  2. Click Create New Project.

  3. Fill in the details:

    • Project Name – e.g., budget-approval-demo
    • Description (optional) – e.g., "App for leave request and approval"

  4. Click Choose File.

  5. Upload the JSON file to create a project with the same structure.

  6. Click Create project to initialize the project workspace.

User Management

Using the Feedback System​

Every project includes a built-in Feedback module that allows teams and testers to submit comments, suggestions, or issues directly from the interface. This is particularly useful during test and deploy phases and for ongoing monitoring and running of your applications.

Accessing Feedback

  • Click on the Feedback tab in the left sidebar.

Each feedback entry includes:

  • Reporter's name
  • Message content
  • Linked form or workflow step
  • Timestamp
  • Status: New, Backlog, Accepted, In Progress, Done, or Delivered
User Management

Tip:
You can use the feedback system during User Acceptance Testing (UAT) or in production to monitor and resolve issues quickly. Learn more about managing feedback in our test and deploy guide.

Give Feedback from the Live Preview​

Aside from the top-right Tools menu, you can also report feedback while previewing a form. This method is useful when you're reviewing the app as an end user and spot something directly within the interface.

To do so:

  1. Once in preview, click on the grid icon (top right corner) to open the app tools.
User Management
  1. Select Feedback.

  • A modal window will appear where you can:

  • Choose the feedback type (Question, Evolution, Issue).

  • Fill in a title and description.

  • Automatically capture a screenshot of the screen you're viewing.

  1. Click Add new ticket to submit.
User Management

This makes it easy for users or testers to report precise issues with context including a screenshot directly from the current screen they are viewing.

Next Steps​

Now that you have your project set up, you can start building your application:

For hands-on learning, try our step-by-step tutorials or explore our video guides.

For administration and security setup, check out user management, role management, and authentication configuration.