Basics
Core Principles
Automation - Portrait uses automated content adapters for retrieving data from your application. Once setup, always up-to-date.
UX - The Platform uses modern approaches for delivering a solid User-Experience, on every device as a progressive web-app
Security - Although simple to access, every login is secured and preauthorized by you. All login data is hashed and therefore protected.
Information Flow
Capture - Either you use one of our source connectors (ELO, SQL) to capture your data from the core systems or use the API to push data
Store - All data is stored in our datastore. It doesn’t matter what the information is: contacts, sales figures, document meta data 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 support
Terms - 101
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 |
Field | Single element/metadata of an entry |
Form | A form is an interactive configurable dialog. |
Field Processor | Script processor that manipulates or creates data whilst sourcing |