Corteza 2021.3.1 has been released, and includes the following updates and improvements:

  • Envoy
    • Improved ComposeRecord cross-referencing
    • Improved ComposeRecord self-referencing
  • Compose
    • Fixed improper one-dimensional page block rescaling
    • Fixed bug where record selector default options were not displayed if query existed
  • Auth
    • Improved provisioning of auth clients
    • When possible, keep the user on the same page after auth flow is complete
  • Workflow
    • Swimlanes now need to be double-clicked to open configurator
    • Test workflow overlay is now removed after a change on workflow is made
    • Fixed a bug where stepID’s were reused
    • Improved Ctrl/CMD + S so it works from more places than before
    • Improved creating new workflow “flow”
    • Fixed Test workflow tooltips
    • Fixed typos and bugs in some default CRM workflows
  • Admin
    • Moved Corredor Scripts under Automation

How to install Corteza

You can follow the local setup instructions for a local development or demonstration instance of Corteza. If you are looking for setting up a live deployment, check out the extensive production setup instructions. If you have questions, you can engage with other community members on the Corteza forum.

How to upgrade your Corteza instance

To upgrade your instance to the latest version of Corteza, please check out our Upgrade Guide.

Try out Corteza online

Crust Technology has an online Corteza demo available. In this demo, you can try out the Low-Code platform, the CRM, and more. Alternatively, you can sign up for the Corteza Community Server and try out Corteza there.

Cork, Ireland, 6 April 2021.

Crust Technology, the driving force behind the open-source low-code platform Corteza, is excited to announce a new major release: Corteza 2021.3. The highlights of this release are a visual drag-and-drop workflow editor, a new UI, a template editor and authentication improvement.

New features and improvement in Corteza 2021.3

Corteza Workflow

The new workflow editor enables users to automate simple and complex processes, without the need for programming knowledge. It’s based on BPMN 2.0 standards, and easy and fast to use. Simply drag and drop the elements you need on the canvas, configure and connect them. Main features include:

  • Unlimited workflows anywhere in Corteza
  • Drag-and-drop editor
  • Zoom in, zoom out and move the canvas
  • Single or multiple start points (triggers)
    • On create, update or delete
    • On a manual interaction (a click on a button, such as “Covert this lead”)
    • On a scheduled interval (for example, every day at 1 am)
    • On a set date and time (you can define multiple “timestamps” for the same trigger)
  • Expressions (interact with values in your workflow. For example: calculate the grand total of a quote)
  • Functions (list of predefined functions, such as find records create a new record, find a template, send an email etc)
  • Iterators (loop through a list of records)
  • Error-handling
  • Gateways (check a value and continue with the workflow in the desired path)
  • Delay (pause the workflow at a certain point for a set time)
  • User interactions:
    • Alerts (for example, a confirmation message on the screen)
    • Choice prompt (select one of the two buttons. For example, yes and no)
    • Single input (ask the user for a value that the user can type in)
    • Option select (ask the user to select a value from a list)
  • Testing and debugging tools

Extensive documentation on workflows has been created, explaining each feature in great detail. This documentation also provides useful examples.


New UI

In collaboration with experts from the Dutch Accessibility Foundation, significant changes have been made to the UI. The fully responsive design follows the WCAG standard compliance (World Content Accessibility Guidelines), which makes Crust the leading innovator in accessibility in the Low-Code sector.

Template Editor

The new template editor allows you to define the generic document structure (such as a welcome email message or a quote PDF), which is then converted into an actual document based on the provided data. Templates are written in HTML and allow placeholders, functions and conditional rendering. After creating templates they can be rendered in Corteza workflow.

Authentication

This release comes with an OAuth2 server with Authorization code and client credentials flows. All authentication interfaces used by Corteza can now fully be modified and styled to your needs. Personalization is performed by defining a series of templates and assets (e.g. images and JavaScript code). This allows you to make the authentication screen match the company style guide.

Messaging Changes

Support for a Matrix-based federated messaging solution will be provided as of Corteza version 2021.6. The goal is to align with Corteza Record Federation, ensuring that using organisations can create richer, federated relationships, not limited to static records only. In preparation for this, the legacy Corteza Messaging solution has now been deprecated.

Other changes

  • Upgraded to Go 1.16
  • Removed obsolete asset embedding and move to //go:embed
  • Messaging code and endpoints removed
  • OAuth2 server with Authorization code and client credentials flows
  • Compose record federation now supports Activity Stream protocol
  • Codebase cleanup and removed With(ctx) anti-pattern
  • Added Envoy file encoders (export support)
  • Fixed UserBeforeUpdate/UserBeforeDelete
  • Auth web application is now deprecated

View the full changelog.

How to install Corteza

You can follow the local setup instructions for a local development or demonstration instance of Corteza. If you are looking for setting up a live deployment, check out the extensive production setup instructions. If you have questions, you can engage with other community members on the Corteza forum.

How to upgrade your Corteza instance

To upgrade your instance to the latest version of Corteza, please check out our Upgrade Guide.

 

Corteza 2020.12.2 has been released today. This update includes the following updates and improvements:

  • Pagination navigation on reverse sort
  • Properly load record lists when navigating from record page (Github)
  • Add Federation API to swagger docs
  • Fix date range filters for record export (Github)

At the same time, Corteza 2020.09.5 has been released. This release includes:

  • Fix date range filters for record export (Github)
  • Improve record import error screen with additional error context (Github)

How to install Corteza

You can follow the local setup instructions for a local development or demonstration instance of Corteza. If you are looking for setting up a live deployment, check out the extensive production setup instructions. If you have questions, you can engage with other community members in the messaging channels on the Corteza community server at https://latest.cortezaproject.org.

How to upgrade you Corteza instance

To upgrade your instance to the latest version of Corteza, please check out our Upgrade Guide.

Try out Corteza online

Crust Technology has an online Corteza demo available. In this demo, you can try out the Low-Code platform, the CRM, and more. Alternatively, you can sign up for the Corteza Community Server and try out Corteza there.

 

Crust, the driving force behind the Corteza Project, released today a Corteza update, improving stability and performance.

This update is for the latest version of Corteza, 2020.12, which was released in last December.

To upgrade your Corteza instance to this latest version, please check out the Corteza documentation.

 

Corteza 2020.12 has been released, as announced by the Crust Technology, the driving force behind the Corteza Project. This release comes with many new features and improvements, and includes experimental support for record federation. As a result, this makes the Corteza platform the first open-source federated cloud solution for record sharing in the world.

New features and improvement in Corteza 2020.12

Open-source federated cloud features, funded by the European Commission.

This Corteza release now includes support for this exciting feature, enabling organisations to share complex data as equals in a standardised manner. Crust Technology’s development of Corteza Record Federation will not stop here. In future versions, we will add additional structure and data synchronisation protocols (e.g. gRPC, streaming) and formats. This will widen the list of possible candidates that Corteza can add to its Record Federation network.

More info can be found in the:

New importing and exporting features

This release makes it easier to move to Corteza with a new central importing and exporting subsystem, named “Envoy”. This subsystem comes with capabilities to resolve conflicts, dependencies and take in various data formats.

Field value expressions

Fields in the Corteza Low-Code Platform are now more powerful. The new field value expressions feature let you define value expressions (similar to formula fields in Salesforce), custom sanitizers, and custom validators on any field type.

  • Value expressions allow you to calculate or generate a field value based on other field values.
  • Custom sanitizers enable you to clean up data in fields automatically, before the record is saved, like trimming spaces.
  • Custom validators allow you to build simple to complex field validations with custom error messages.

Other changes

  • Provisioning (based on Envoy) now allows full customization of content to be provisioned.
  • Frontend web applications can now be served directly from server (reduces number of containers).
  • Simplified architecture and internal cross-service comm (no more support for separated builds for system, messaging and compose).
  • Error creation and handling now allows more verbosity and detail in dev and production mode.
  • Cleanup codegen tools and unified all codegen under one package and single strategy.
  • Rewritten store (repository) layer for flexibility.
  • Add support for PostgreSQL and SQLite3.
  • Removed organizations data structures, references and (db) tables.
  • Moved from SQL based database migrations to code-based migrations.
  • Replace offset with key-based pagination.
  • Experimental support for SCIM protocol.

View the complete changelog.

How to install Corteza

You can follow the local setup instructions for a local development or demonstration instance of Corteza. If you are looking for setting up a live deployment, check out the extensive production setup instructions. If you have questions, you can engage with other community members in the messaging channels on the Corteza community server at https://latest.cortezaproject.org.

How to upgrade you Corteza instance

To upgrade your instance to the latest version of Corteza, please check out our Upgrade Guide.

Screenshots

Try out Corteza online

Crust Technology has an online Corteza demo available. In this demo, you can try out the Low-Code platform, the CRM, and more. Alternatively, you can sign up for the Corteza Community Server and try out Corteza there.

 

In September 2020, Crust Technology announced that it was being funded by the European Commission’s Next Generation Internet initiative to deliver the Corteza platform as a federated cloud solution for record sharing. After months of development, Corteza’s Record Federation federation feature will be available in the upcoming 2020.12 version, set for release on 22 December 2020.

Following successful Proof of Concept (PoC) and Minimal Viable Product (MVP) stages, additional effort centered on feature and performance stability along with security testing. This included:

  • Concurrent data-sync procedures performance improvements
  • Full support for record update and delete functionality
  • Improved node pairing stability
  • Removed unused and suboptimal components
  • Extensive white-box testing of node-pairing protocol
  • Peer code reviews to ensure all necessary security measures have been implemented
  • Review of all logged events on security critical points
  • Review of accessible data after node pairing (Machine-to-Machine)

Crust Technology’s development of Corteza Record Federation will not stop here. In future versions we will add additional structure and data sychronisation protocols (e.g. gRPC, streaming) and formats. This will widen the list of possible candidates that Corteza can add to its Record Federation network.

Documentation

Three different guides have been created to explain how to enable, set up and use Corteza Record Federation:

Repositories

The 2020.12.x-feature-federation branches have been merged with the main 2020.12.x branch. So, the related repositories on Github are now.

Additionally, the documentation can also be found on GitHub:

About Crust Technology

Crust Technology Ltd, headquartered in Ireland, is the driving force behind Crust, the free and open-source low-code platform and Salesforce alternative. Besides the advanced low-code platform for rapid application development, Crust includes a fully-featured CRM, Service Cloud, Enterprise Messaging, Crust Unify for application management, and End-to-End Business Automation. All 100% free, open and completely standardised. For more information or an online demo, visit www.crust.tech or follow @Crusttech on Twitter.

About Corteza

Corteza is the Digital Work Platform for Humanity. The Corteza project builds a 100% open-source, self-hosted cloud platform for growing your organisation’s productivity. It enables relationships and protects the work and the privacy of all those concerned. Corteza is developed entirely in the public domain, including its design considerations and processes. To download Corteza and for more information about the project, visit www.cortezaproject.org or follow @CortezaProject on Twitter.

About NGI Zero and the European Union Next Generation Internet

NGI Zero is a unique group of organisations that fund and nurture trustworthy, secure and privacy-strengthening technologies as part of the Next Generation Internet initiative of the European Commission. The overall mission of the Next Generation Internet Initiative is to re-imagine and re-engineer the internet for the third millennium and beyond. In order to preserve and expand the European way of life, NGI helps shape a value-centric, human and inclusive internet for all. For more information, visit nlnet.nl/NGI0 or www.ngi.eu.

Today we’ve released several stability patches for Corteza improving stability and security.

Corteza version 2020.09.4 includes:

  • Improved boolean field type value handling
  • Record list prefilter is now properly applied when exporting
  • RTE field now properly triggers the required flag when empty
  • Prevent possible double record submit when double-clicking the ‘Save’ button
  • Closed a potential SQL injection attack vector

To upgrade your Corteza instance to this latest version, please check out the Corteza documentation.

Later this month we expect to release 2020.12, with many new features and updates, so keep an eye out on upcoming posts!

 

We are excited to announce a new major release, version 2020.09. This release comes with significant feature and functionality upgrades, including Mail/SMTP improvements, new CRM Suite campaign automation scripts, added support for user impersonation and a lot more. Read more

We are thrilled to announce that we have released the new documentation site for Corteza. The structure has been optimised and the content has been actualised. It now contains everything you need to know to install, set up and use the open-source digital work platform Corteza. The new structure also enables the community to contribute easier then ever before.

Structure

The documentation has the following structure:

1. Overview

The overview explains what Corteza is, and it gives a summary about the topics “Security”, “Architecture”, “Core Development”, “Deployment” and “Customization”. This chapter is recommended for all new Corteza users.

2. User Manual

The user manual has been created for people that use Corteza for their daily tasks, such as sales people, project managers, service agents, etc. It explains how “Corteza One”, the unified workspace, can be used to access applications and profile settings, and it goes in to details how to use “Corteza Messaging”, “Corteza CRM” and “Corteza Service Solution” are used.

3. Admin Manual

The admin manual is aimed at Corteza administrators, and explains how to manage an already installed instance of Corteza. The first part explains in depth features of the Corteza Admin Panel, and the second part is about Corteza Low-Code.
The chapter about Corteza Low-Code gives insights to admin users on how to create new business applications, and on how to modify already existing applications, such as Corteza CRM and Corteza Service Solution.

4. Management and Maintenance

Management and maintenance is the most technical manual, and it’s written for system administrators. It explains how to install and set up Corteza. Additionally, it gives an overview of the architecture, backup and restore methods, and technical requirements.

The technical requirements section is divided by client side (software) and server side (software, hardware, storage, network, domain and HTTPS/SSL Certificates).

5. Extending and Customising

Developers can learn here how to extend and customise Corteza. Automation scripts allow you to practically automate any process inside Corteza, and by using the API Corteza can interact with the outside world.

You can contribute to the documentation!

The documentation is managed in the Corteza github repository, enabling the community to contribute. Documentation is written in AsciiDoc format and processed with the open-source software AsciiDoctor.

These are the steps on how to contribute:

  1. Clone https://github.com/cortezaproject/corteza-docs.git
  2. Modify or add content
  3. Create a pull request

More detailed info on how to contribute can be found in the readme file.

If you are not familiar with Github, check out this manual.

Where can I find the documentation?

The documentation has been published under https://docs.cortezaproject.org, and is licensed under Apache-2.0.

Cork, Ireland.
13 November 2019

Corteza today announced the release of Corteza Service Solution, the free, open-source and self-hosted Salesforce Service Cloud alternative. Corteza Service Solution is a customer service desk, built on the Corteza Low-Code platform. It enables businesses to deliver faster and more personalised service to their clients, across multiple channels.

Customer service agents are provided with 360-degree overviews on cases, accounts and contacts, enabling them to provide the most excellent service quickly. Entitlements, detailed product info and the knowledge base are easily accessible, empowering agents with the means they need to boost customer satisfaction.

Service Solution home page

Advanced service desk insights are given, including where time is spent and what the related costs are. Key performance indicators are shown in charts on the home page, and the main dashboard and detailed insights are revealed in accounts or individual cases.

The release of Service Solution completes another important step in the growth of the Corteza platformsays Niall McCarthy, Chair of the Corteza Project and CEO of Crust Technology.We’re very proud to have delivered a completely free, enterprise-grade service desk to complement our CRM, Messaging and Low Code solutions”.

The enterprise-grade Corteza Service Solution is the best option for businesses that seek a highly customisable, self-hosted and trustworthy service desk solution. The code and all data in Corteza Service Solution are under your control and only accessible to those approved to do so.

The main features of Corteza Service Solution are:

  • Case Management
  • Account & Contact Management, including entitlements
  • Product management, including entitlement templates for products
  • Knowledge Base
  • Process Automation
  • Advanced role-based permissions
  • Notifications
  • Advanced reporting
  • Record importing and exporting
  • Mobile ready (responsive design)
  • Enterprise messaging (via Corteza Messaging)
  • Fully customisable, with a drag-and-drop page editor
  • 100% free and open-source

Screenshots:

Corteza Service Solution is added to the core of the Corteza Platform, next to the Unified Workspace (like Google G Suite), Messaging (like Slack), a low-code environment for rapidly and securely delivering records-based management solutions and CRM (like Salesforce).

To start with Corteza Service Solution, you can set up your instance. Migrating to Corteza Service Solution from a different service desk is, thank to the flexibility of Corteza and data import features, straightforward. To try it out online, or for help with installation or other questions, visit the Corteza community server.

About Corteza:
Corteza is the Digital Work Platform for Humanity. The Corteza project builds a 100% open-source, self-hosted cloud platform for growing your organisation’s productivity. It enables relationships and protects the work and the privacy of all those concerned. Corteza is developed entirely in the public domain, including its design considerations and processes. To download Corteza and for more information about the project, visit www.cortezaproject.org or follow @CortezaProject on Twitter.