The integrator guide covers the process of extending Corteza to cover your business needs. An integration can be as simple as the modification of the login screen to include your brand graphics, or as complex as the implementation of a completely custom Low Code application.
This guide briefly goes over some administration aspects. For a complete insight into system administration (roles and RBAC permissions) refer to the Administrator Guide
If you haven’t yet setup your Corteza instance, refer to the DevOps guide.
For authentication, Corteza implements the OAuth2 protocol, where Corteza can act both as an OAuth2 client or as a server. Refer to the authentication section for details.
It is a good idea to include your brand graphics where your Corteza instance will be accessed by external users.
To personalize other Corteza web applications, you need to do so in the source code and rebuild your custom web application manually.
DevNote: add some documentations about this.
Corteza is API-centric, meaning that everything can be done via an API endpoint. Refer to the accessing Corteza sections for details regarding authentication, API endpoints, data format, and the query language.
If you wish to connect an external application with Corteza in order to exchange data, you can use our Node.js API clients.
To create your own Low Code app is as easy as telling Corteza what data you wish to store, how the data is related, and how it should be displayed.
Refer to the Low Code configuration to get the basic understanding of the different components, what they do and how they are configured.
A workflow is a simplified BPMN diagram, allowing you to describe the automation in a human-friendly manner. A workflow is the recommended way to implement an automation as they are easier to read and maintain.
If the automation requires multiple complex operations that are not natively supported by the workflow engine, an automation script may be a better choice.
To enable PDF document rendering, you will need to run the gotenberg Docker container.
DevNote: add instructions on how to setup.
Corteza defines a flexible template facility, allowing you to define custom documents (such as marketing emails and PDF quotes) that you will send to your contacts. The template facility currently supports PDF, HTML, and plain text formats.
Refer to the templates section to overview the process of defining a template and rendering a document.
You can request document rendering from external applications via the REST API.
DevNote: add a reference to the endpoint.
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