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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.

 

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

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.