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Information Flow

  • Capture - Either you use on one of our source connectors (ELO, SQL) to capture your data from the core systems or use the API to push data

  • Store - Every data is stored in our datastore. It doesn’t matter what the information is: documents, contact data, sales figures or even a ticket.

  • Present - Information that is captured and stored in Portrait, can be grouped in views and be prepared for your needs – including “call to actions”, data formats and html HTML support

Terms - 101

This These are the most important terms that are useful when working with Portrait:

Term

Description

Connection

A connection to an external source

Source

Definition of source data that will be imported into the index

Section

Definition of the presentation of source data on the UI

Entry

A single entry that is shown inside a section

Index

Internal data storage

File

File that can be imported as part of an entry

Field

Single element/metadata of an entry

Field Processor

Script processor that manipulates or creates data whilst sourcing