You are reading the documentation for an outdated Corteza release. 2022.9 is the latest stable Corteza release.

Upgrading to 2020.12

Due to database schema changes, it’s not possible to downgrade or revert your installation after upgrading to 2020.12. Please be extremely careful, backup your database and follow the recommended steps.

If you use Corteza REST API, please note that paging parameters on certain endpoints have changed.

After the Upgrade

Field Expressions and Automation Scripts

With the introduction of field expressions, some Corredor automation scripts became obsolete and were removed from the 2020.12 release. This affects existing deployments that use CRM and Case Management applications.

THe automated upgrade does not replace the removed automation scripts with module field expressions in case you’ve manually changed parts of the configuration. The removed automation scripts need to be manually replaced with module field expressions.

Table 1. Module modifications:
Module Field Value expression Sanitizer Validators

Account

BillingStreet

trim(value)

Account

BillingCity

trim(value)

Account

BillingState

trim(value)

Account

BillingPostalCode

trim(value)

Account

ShippingStreet

trim(value)

Account

ShippingCity

trim(value)

Account

ShippingState

trim(value)

Account

ShippingPostalCode

trim(value)

Account

GeneratedBillingAddress

trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:""))

Account

GeneratedShippingAddress

trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:""))

Lead

Street

trim(value)

Lead

City

trim(value)

Lead

State

trim(value)

Lead

PostalCode

trim(value)

Lead

GeneratedAddress

trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:""))

Lead

RecordLabel

trimFirstName ? FirstName : "") + " " + (LastName ? LastName : ""

Quote

Discount

value < 0: "Discount can not be a negative number"

Quote

Subtotal

value < 0: "Sub total can not be a negative number"

Quote

Tax

value < 0: "Tax can not be a negative number"

Quote

TotalPrice

max(maxSubtotal?Subtotal:0) - (Discount?Discount:0), 0) + (ShippingHandling?ShippingHandling:0

Quote

GrandTotal

TotalPrice * (Tax ? 1+Tax/100 : 1)

Federation (experimental feature)

Currently Corteza does not import Federation roles and RBAC rules when upgrading existing database. This can be done manually by running the following command:

docker-compose exec server corteza-server import /corteza/provision/200_federation