Initializing your Smart Flows Project

Once you confirm that the Smart Flows service is ready for login, you can start with project initialization and customization steps, such as adding project name and admin users.

Intialize Project Dialog

Configuring Smart Flows Project

1. Choose the Project Name.
1.1. In the Name field, input the name of the project.
1.2. (Optional) In the Description field, input a description for the project.
1.3. In the Default interface language field, select the language for the project.
1.4. Select the blue Next button.

Project setup screen with fields for Name, Description and default language

The password must contain at least an uppercase letter, a lowercase letter, a number, and one special character.

2. Update the Admin User.

Blue Next button visible below project details form

3. Request a License.
During initialization, you are asked to upload a license. This step is optional; you can upload a license later using the Control panel tab. To generate a valid license, you need the project ID. To get the license Contact our Client Success Team.

Project‑ID and license‑request screen displaying project identifier

4. (Optional)Set up the primary connector.

You can connect any of our available support connectors, depending on your license. Your license determines which connectors you can add—such as Microsoft Dynamics 365 CE, Sugar, or Salesforce. While you can use multiple connectors, only one of each type is supported. The setup wizard guides you through the connection process. See Connectors for coverage on all of our supported connectors.

For Microsoft Dynamics 365 CE authentication, refer to Configuring OAuth2.0 for Microsoft Dynamics (2016+).

For Configuring OAuth2.0 for Microsoft Dynamics 365 CE, refer to Authenticating your connector.

5. Install the Microsoft Dynamics 365 CE solution, the Sugar app, or Salesforce button, and apply Smart Flows roles.
6. (Optional)Sync users.

Refer to the following links to implement connectors in your Smart Flows project:

Concept Link IconSee Also

Adding more Smart Flows Projects

To test or develop multiple Smart Flows project instances, you can replicate the setup process for each project using different configuration values. This guide walks you through adding another project instance.

1. Copy and update the application.properties file for the new project.
2. Update the port number. See the Prerequisites topic for valid ranges.

Configure Port and Base URL

Where users will access Smart Flows


                server.port=1443
                project.baseurl=https://xsfl-server:1443
            

Set SSL Certificate Information

SSL certificate details


                server.ssl.key-store=..\yourpfxfile.pfx
                server.ssl.key-store-password=yourpfxpassword
                server.ssl.key-store-type=pkcs12
            

Set Database Connection

Database connection for test instance


                project.datasource.jdbc-url=jdbc:sqlserver://localhost;database=smartflows-test
                project.datasource.username=sa
                project.datasource.password=secretsapassword
            

Set Admin Password

Default admin password for this instance


                sample.user.password=secretadminpassword
            
3. Update the smartflows-server.xml file:
3.1. Rename the service ID to match the new project name.
3.2. Rename the service name to reflect the new environment.
3.3. Update the port number to match the value in application.properties.

You should now be able to launch the new project instance and verify its connectivity through the assigned base URL and port.