Workflows

Start Here
- Welcome
- Generate an App with SoftrAI
- Create an App From a Template
Core Concepts Overview
- Pages and Navigation
- Create a Database
- Connect your data source
- Visualize data with building blocks
- Actions: Adding and editing data
- User Authentication
- User groups & permissions
- Style your app
- Publish your application
Softr Databases
- Softr Databases Overview
- Field Types
- Formula Glossary
- Related Record, Lookup, and Rollup Fields
- AI Agents
- Database Migration Tips
Workflows
- Workflows
  - Workflows
Data Sources
- Airtable
- HubSpot
- Notion
- Coda
- Google Sheets
- monday.com
- SmartSuite
- ClickUp
- Xano
- Supabase
- BigQuery
- SQL Database
- Rest API
- Choosing a Data Source
Building Blocks
- List
  - List Block
  - Grid Block
  - Layout: List with small cards
  - Layout: List with timeline
  - Layout: Inbox
- Item Details
  - Item Details Block
  - Linked List
  - Comments block
  - Use Case: Creating a User Profile with Item Details
  - Use Case: Embedding Calendly in List Details
  - Use Case: Filtering other lists by a list detail block’s data
  - Use Case: Hiding blocks based on current record data
- Table
  - Table Block
- Forms
  - Conditional Forms
  - Advanced Form Features
  - Use Case: Job Submission with Hidden Fields
  - Tutorial: Sending Form Data to a Data Source
- Charts
  - Chart Block Overview
  - Type: Bar Chart
  - Type: Stacked Bar Chart
  - Type: Line Chart
  - Type: Area Chart
  - Type: Scatter Chart
  - Type: Pie Chart
  - Type: Donut Chart
  - Type: Rose Chart
  - Summary Cards
- Block Containers
  - Column Container
  - Tabs
- Utility Page Blocks
  - Account Settings
  - Signup
  - Onboarding Flow
  - Link Expired
  - Permission Denied (401)
  - Page Not Found (404)
- Other Dynamic Blocks
  - Calendar
  - Kanban
  - Organizational Chart
  - Map
- Static Blocks
  - Header
  - Hero
  - CTA
  - Feature
  - Feature Grid
  - Partner
  - X (Twitter) Grid
  - Quick Links
Actions
- Action Buttons Overview
- Add Record
- Edit Record
- One-click update
- Delete Record
- Call API
- Download File
- Mapping Fields for Actions
- Item on Click Actions
- Export
- Ask AI
Add and Manage Users
- App Users Basics
  - Add users to a Softr app
  - Users Menu
  - Syncing users with a data source
  - Add or import users manually
  - Internal vs. External Users
  - User Email Notifications
  - Automated user invitations
- User-related Blocks
  - Signup Form
  - Signin Form
  - Signin with Email Code
  - Sign in with SMS Code (deprecated)
  - User Profile
  - Forgot Password Form
  - Reset Password Form
- Advanced Sign-in Options
  - SAML Single Sign-on
  - Microsoft Azure SAML Single Sign-on
  - OpenId Single Sign-on
User Groups and Permissions
- User Groups
- Conditional Filters
- Record Filters
- Action Button Visibility
- Block Visibility
- Page Visibility
- Page Rules
- Global data restrictions
- Options Filters
Styling
- Application Theme
- Block Styles and Formatting
Publishing
- Publishing
  - Publishing Your Softr App
  - Unpublishing Your App
- Custom Domain
  - Add a Custom Domain to Your App
  - Tutorial: How to set up a custom domain for Namecheap
  - Tutorial: How to set up a custom subdomain for Namecheap
  - Add an Extra Custom Domain to Your Workspace
- SEO
  - Softr SEO Checklist
  - Site SEO
  - Page SEO
  - Item Details SEO
Application Settings
- Page and Block Settings
  - Footer Settings
  - Page Settings
  - Utility Pages
  - Navigation settings
  - Page and Block Embed
  - Block Actions
  - Block Version Update
- App Settings
  - General Settings
  - App History
  - Advanced Settings
  - Migrating App Versions
Custom Code
- Custom Code Block Overview
- Custom Code Snippets
- Custom Code Events and Style Selectors
Integrations
- AI
  - Open AI
- Authentication
  - Google Sign In
- Automation
  - Make
  - Zapier
- Cookies
  - Iubenda Cookie Solution
- Document Management
  - Documint
- Email
  - Mailchimp
  - Mailerlite
- Forms
  - Typeform
- Live Chat
  - Crisp
  - Drift Chat
  - HubSpot Chat
  - Intercom
- Maps
  - Google Maps
- Peer-to-Peer Chat
  - AtomChat
- Payments
  - Stripe Checkout
  - Buy me a Coffee
  - Gumroad
  - PayPal
  - Layout: Pricing in card view with details
  - Stripe Customer Portal
  - Simple Billing Block
  - Simple Checkout Form
- User Analytics
  - Facebook Pixel
  - Google Analytics
  - Google Tag Manager
  - Microsoft Clarity
- Translating
  - Weglot
Softr API
- API Setup and Endpoints
- Use Case: Adding Users through Zapier
- Use Case: Adding Users through Make (formerly Integromat
- Softr Database API
Security
- SSO for Softr Studio
- Softr App Security
- Phishing
How to Guides
- How to Enable Peer-to-Peer Chat?
- How to Create Your Own Template?
- How to Create a Blog?
- How to Create a Blog from a Data Source?
- Personalize Your App by Adding Welcome Message
- What Internal Tools Can You Build with Softr?
- How to Create a Client Portal?
- How to Create a Membership Site?
- How to Share Access With Support?
- Add Users to User Groups Based on Stripe Attributes
- How to Make Pages/Blocks Accessible Only to Company Users?
- How to Create a Mobile App from a Softr App?
- How to filter list data from the URL?
- How to filter list by Page URL parameters?
Troubleshooting
- Troubleshooting Airtable errors
- Troubleshooting Airtable API call limit exceeded
- Troubleshooting Google Sheets errors
- Troubleshooting HubSpot errors
FAQ
- Domain Setup
- Pages, Theme, General Settings
- Memberships
- Softr Subscription Plans and Account Settings
- Translations
- Blocks
- Integrations
- App Settings
- Other
Workspace and Billing
- Accessing My Account
- My Profile
- Billing
- Pricing and Plans
- Transfer Workspace Ownership
- Workspaces and Applications
- AI Credits
Affiliate and Referral Programs
- Partner with Softr
- Softr’s Affiliate Program
- Softr’s Referral Program
- Softr Universe
More

Automate tasks and processes in your Softr apps.