Getting started with Corteza Low Code for your CRM: How to build an application | Opensource.com

Getting started with Corteza Low Code for your CRM: How to build an application

You don't need programming experience to create custom applications in the open source Salesforce alternative Corteza Low Code.

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Corteza is open source software often used as an alternative to Salesforce. In addition to its customer relationship management (CRM) application, one of its most popular and empowering features is its low-code development environment, which helps users create custom Corteza apps that give them exactly what they need.

What is low code?

A low-code development platform provides an environment where you can create your own applications with mostly graphical interfaces instead of code. Its main benefits are that it reduces development time and you don't need advanced programming knowledge to use it.

The Corteza Low Code development platform is web-based and specifically built for records-based business applications. In fact, Corteza CRM is built with it. Corteza is built with Go in the backend and Vue.js in the frontend, making custom applications fast and scalable.

Why open source?

One common criticism of low-code development platforms, in general, is that the people who build these applications don't have the knowledge to solve issues with the program, such as: "Why is my application taking a long time to show a list of records?"

If you use a proprietary low-code platform, you are stuck to the vendor, and this can become more expensive over time. However, with an open source low-code platform (like Corteza, which is available under the Apache 2.0 license), there is no vendor lock-in. All code, documentation, and backend development of the platform are open, helping you get to the bottom of more complex issues faster.

What can you build?

You can build any records-based application with Corteza Low Code, such as:

  • Customer relationship management
  • Enterprise resource planning
  • Case management
  • Expense management
  • Event management
  • Support desk
  • Knowledge base
  • Logistics management
  • Employee onboarding
  • Leave tracker
  • Volunteer portal
  • Donor management
  • Franchise management
  • Hotel management
  • Construction management
  • Restaurant management
  • Travel management
  • Fleet hub
  • Inventory management
  • And a lot more

Create an application in Corteza Low Code

Creating an application with Corteza Low Code takes only a handful of steps. First, you create modules with fields, followed by pages to visualize the modules. This creates the basic data model of your application, after which you can add charts, automation and workflow rules, and role-based permissions.

The first step is ensuring that the Low Code application is available to you in Corteza. Read Intro to Corteza, an open source alternative to Salesforce for more information on setting up and configuring Corteza.

To demonstrate how to use Corteza Low Code, this three-article series will explain, step by step, how to build a sample application to manage donations.

1. Open Corteza Low Code

To enter Corteza Low Code, first, you need to enter Corteza. Once you're inside Corteza, you have several options for opening Corteza Low Code:

  • Open it in a new tab by clicking on the + button close to the top of the page, which opens the application menu;
  • Open it in a new panel by selecting the grid icon on the top right (the icon with four squares); or

  • Open it in a new window by selecting open in a new window when hovering over the Low Code icon in the application menu.

The first thing you see is the Corteza Low Code Namespaces menu. This shows all the applications you have installed (if any) and an option to create new applications.

If you cannot see Corteza Low Code, your existing applications, or the Create a new namespace button, you might not have the permissions you need. In this case, contact the administrator of your Corteza platform.

2. Create an application

Each Low Code application lives in its own unique "namespace." This feature allows you to have an unlimited number of Corteza Low Code applications.

To create a new application, you need to fill out the following fields:

  • Full namespace name (mandatory): The name of your application, which will be shown in the Low Code Namespaces menu. This name does not have to be unique, but it's best practice to give each application a unique and descriptive name. For example: Donations.
  • Subtitle (optional): The subtitle is shown below the name of the application in the Low Code Namespaces menu. For example: Donor Management for the Development Department.
  • Namespace description (optional): A longer description that appears when hovering over the namespace in the Low Code Namespaces menu. For example: In this Donations application, our organization tracks contributors and contributions.
  • Slug (mandatory): A short name for the namespace that is used in the URL. It's best to only use letters, numbers, and characters like the dash or underscore. For example: donation-management.
  • Enabled (mandatory in order to enter the application): By checking the Enabled checkbox, the application will be available in the Low Code Namespaces menu.
  • Set namespace permissions (optional): By clicking on Set namespace permissions, you can define the access permissions to the namespace for each role. Other access permissions for your application will be created later because they depend on the type of application you build.

Try it out by following these steps to create an example app to manage donations.

First, click on the Create namespace button. It's the last block on the Corteza Low Code Namespaces menu.

This opens the Create namespace form. For the donation application, fill in the following data:

Hit Save and close. You've created an application in Corteza!

Of course, it doesn't do anything yet because it has no logic, no modules, and no rules, but you've completed the first step in creating a Corteza Low Code application. The second article in this series will create the modules and fields to serve as the data structure for your application. Fortunately, it is easy to do whether or not you have database experience, so stay tuned!

The Donations application is available on the Corteza community server. You need to be logged in or create a free Corteza community server account to check it out.

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About the author

Lenny Horstink - I am one on the directors of Crust, the company behind the Corteza Project. I have worked for several open source companies, including Mattermost, Collabora Productivity (the company behind LibreOffice in the Cloud), SalesAgility (SuiteCRM) and Zentyal. My work focuses on digital marketing and developing & implementing open source CRM & marketing solutions. I'm from Holland and live in sunny Spain. I am married, father of 2 small kids and love to travel in S.E. Asia.