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Database Management

Before you startDirect link to Before you start

Use a test project and sample records while following these tutorials. Identify the information your application needs to store, the field names you will use, and how each record will be linked to the interface or process that reads it. Avoid importing real customer data into a practice collection.

The database development guide explains the data layer, while the MongoDB resource reference provides the relevant collection operations. Keep these references open when moving from the video to your own project.

Practice checklistDirect link to Practice checklist

  1. Create or select the collection used by your example.
  2. Add a small record with the fields required by your interface.
  3. Read that record from the application and check the returned values.
  4. Change a value, save it, and confirm that the application reads the updated record.
  5. Check access rules before connecting the collection to a wider user group.

When troubleshooting, separate a connection problem from a query or field-name problem. Verify the selected environment and collection first, then inspect the query and the returned data. The integration guide covers connecting the application to external systems.

1. How to Manage a DatabaseDirect link to 1. How to Manage a Database

This video provides a step-by-step guide to database management within the Softyflow platform. It covers creating and configuring collections, defining schemas, and managing data, which are essential skills for building data-driven applications.

Learn how to integrate your Softyflow applications with external systems like Microsoft Project and SQL databases. This tutorial explains how to link your process instances to a SQL database for advanced data management and reporting, as well as how to connect with Microsoft Project. The second video is not available on this page. Use the integration guide to prepare a connection to an external system.