You are reading the documentation for an outdated Corteza release. 2022.9 is the latest stable Corteza release.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

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

Authentication and 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. 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.

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

Internationalization

Corteza allows you to fully translate most aspect of the system.

Refer to the Static Translations page to learn how to translate the user interface.

Refer to the Resource Translations page to learn how to translate your Corteza Low Code apps.

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 page to learn how you can configure your own Low Code app. For additional details, refer to Low Code configuration  field type reference for a reference of available field types and Low Code configuration  page block reference for a reference of available page blocks.

Refer to the Integration Gateway page to learn how you can define custom webhook endpoints external services can use.

Refer to the Reporting page to learn how you can create custom reports to visualize the data of your Low Code.

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.

Corteza Discovery

Corteza Discovery provides a powerful search engine to interact with your data. Corteza Discovery defines an intuitive interface to search and, for some cases, visualize the data such as geographical metadata.

Refer to Corteza Discovery page to learn how to configure and use Corteza Discovery

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.

Corteza Federation

Corteza Federation enables different Corteza instances to establish a federated network to freely and securely exchange information.

Refer to the Corteza Federation page to learn how to configure and use Corteza Federation.

Troubleshooting

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