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What is Softr?
Softr is a no-code platform that allows individuals and businesses to build custom websites, web apps, and portals without coding. It features an intuitive drag-and-drop interface and customizable templates for quick and easy application development.
Connecting Softr to SmartSuite
Connecting your SmartSuite data to Softr is a simple process. Once linked, the SmartSuite data source becomes available to all apps in the Softr workspace, accessible to all collaborators.
Steps to Connect SmartSuite to Softr
Open Softr Dashboard and select your workspace (bottom left corner).
Click on Workspace Settings.
In the settings screen, view all connected data sources.
Click Connect Data Source (top right corner).
If prompted, log in to your SmartSuite account to authorize Softr access.
Your SmartSuite data will now be available in Softr for all authorized users.
Note: Guest collaborators cannot re-authenticate or remove data sources.
Mapping Fields & Field Types
When connecting a Softr block (e.g., a List block) to SmartSuite, you must:
Choose a SmartSuite solution and table.
Map Softr block fields to corresponding SmartSuite fields for accurate data display.
SmartSuite fields represent table columns with predefined types (e.g., File, Yes/No, Formula). Softr also provides multiple field types, so careful selection is required when mapping them.
Example
If Softr’s Image field type is used in a List block, it can be linked to a Photos field in SmartSuite, which uses the Files and Images type.
For more details, refer to the List Block Overview.
Linked Records in SmartSuite
The Linked Record field type is crucial in SmartSuite as it allows tables to be connected relationally.
Example
A Tasks table can link to a Projects table.
The Tasks table can display a Project field as a linked record, showing which project each task belongs to.
SmartSuite Computed Fields
Most editable fields in SmartSuite can also be edited through Softr. However, some computed fields set automatically by SmartSuite are not editable in Softr, including:
Formula fields
Rollup fields
Lookup fields
Practical Scenarios & Use Cases
1. Client Portal with SmartSuite Data
Scenario: A business wants to create a client portal displaying SmartSuite project data.
Solution: Use Softr to build a portal and connect it to SmartSuite’s project table, allowing clients to view relevant records.
2. Task Management Dashboard
Scenario: A team wants to visualize their SmartSuite tasks in a Softr-powered dashboard.
Solution: Use a Softr List block to pull task data from SmartSuite and display it in a user-friendly format.
3. Event Registration System
Scenario: An event management company needs a system for tracking registrations stored in SmartSuite.
Solution: Set up a Softr app that syncs attendee information with SmartSuite’s database in real-time.