You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Low-Code Platform Developer Guide

The low-code platform developer 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.

In case you haven’t yet setup your Corteza instance, refer to the DevOps guide.

The security model

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.

For access control, Corteza implements a RBAC facility which allows you to fine tune access permissions to your needs. Refer to the Access control section for details.

Personalization of the design

The login screen can be completely personalized to match your brand and to give your users a piece of mind when entering their credentials. Refer to the personalization  authentication section for details.

It may be 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.

Access Corteza via the API

Corteza is API-centric, meaning that everything can be done via an API endpoint. Refer to the accessing Corteza sections for details regarding to 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 are able to do so by using our Node.js API clients.

Creating a custom Low Code app

Refer to the Low Code configuration to get the basic understanding of the different components, what they do, and how they are configured.

Refer to the Low Code configuration  module field types sub section for an overview of the supported field types and their configuration options.

Refer to the Low Code configuration  field expressions sub section to learn how you can define value expressions (formula fields), custom value sanitizers and validators.

Automating your process

Corteza provides a powerful automation facility that allows you to implement nearly anything! Automation is defined either via workflows (automation  workflow) or automation scripts (automation  automation script).

A workflow is a simplified BPMN diagram, which allows you to describe the automation in a user-friendly manner. A workflow is the recommended way of implementing an automation. Workflows are easier to read and maintain.

An automation script is a piece of JavaScript code that performs a desired operation.

When the automation requires multiple complex operations that are not originally supported by the workflow engine, an automation script is a better choice.

Creating custom documents

To enable PDF document rendering, you will need to run the gotenberg Docker container.

Refer to the DevOps guide for details on how to set it up.

Corteza defines a flexible template facility, which allows you to design custom documents (such as marketing emails and PDF quotes) that you 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.

Do you need help or have suggestions?

Get in touch with us on our forum. Any feedback, questions or suggestions are always welcome!