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Claris Pro Essential Training

Claris Pro Essential Training

6h 43mGeneral2023-04-18

Authors

Cris Ippolite

Cris Ippolite

Award-Winning FileMaker Trainer, Founder of iSolutions

Course details

Learn how to design and build smart, secure databases with Claris Pro—the database solution evolved from FileMaker Pro and used everywhere from home offices to Fortune 500 companies all around the world. Cris Ippolite, drawing on years of experience with clients at his own development firm, iSolutions, walks through the essential Claris Pro skills, from creating tables and fields to designing layouts that display your data in a smart way. He'll also show you how to find and sort data, create reports, import and export data, write scripts, diagram relationships, and more. Watch now to start learning how to build your first database from scratch.

Skills covered

ClarisFileMaker ProDesktop DatabasesDatabase DevelopmentDatabase ManagementEssential TrainingBusiness Software and ToolsSoftware Development

Concepts

0. Introduction

  • 01 - Introducing Claris Pro Essential Training
  • 02 - Claris Pro vs. FileMaker Pro
  • 03 - Introducing the Claris platform
  • 04 - Before you move on

1. Getting Started

  • 05 - What is a database
  • 06 - How Claris Pro works
  • 07 - Configuring essential preferences
  • 08 - Getting to know the interface

2. Claris App Creation Essentials

  • 09 - Getting going with Claris Pro templates
  • 10 - Using add-ons in Claris Pro

3. Creating Tables

  • 11 - Determining which tables your Claris Pro app will need
  • 12 - Creating tables in the manage tables window
  • 13 - Defining primary and foreign key fields
  • 14 - Creating relationships in the relationship graph
  • 15 - Introduction to related fields
  • 16 - Introduction to portals
  • 17 - Difference between relationships and queries in FileMaker
  • 18 - Multiple match fields in a relationship
  • 19 - Using operators in query relationships
  • 20 - Understanding problems caused by many-to-many relationships
  • 21 - Adding a join table
  • 22 - Using value lists to link child records
  • 23 - Using relationship options to create related records
  • 24 - Using scripts to create child records

4. Working with Fields

  • 25 - Deciding what fields you will need
  • 26 - Understanding field types
  • 27 - Defining fields in tables
  • 28 - Adding fields to layouts
  • 29 - Field options - Auto enter
  • 30 - Field options - Validation

5. Working with Container Fields

  • 31 - Using container fields in your Claris Pro app
  • 32 - Applying container field options
  • 33 - Container storage options

6. Working with Records

  • 34 - Creating and duplicating records
  • 35 - Editing and locking records
  • 36 - Deleting records and backing up files

7. Importing and Exporting

  • 37 - Exporting data from Claris Pro
  • 38 - Importing data from Claris Pro

8. Creating Layouts

  • 39 - Introducing Claris Pro layouts
  • 40 - Using the layout assistant to create new layouts

9. Working with Layouts

  • 41 - Understanding layout parts
  • 42 - The Inspector pane
  • 43 - Layout tools and status area in Layout mode
  • 44 - Managing layouts and layout folders

10. Formatting Layout Objects

  • 45 - Grouping layout objects
  • 46 - Arranging and aligning layout objects
  • 47 - Understanding Claris Pro themes
  • 48 - Applying themes to layouts
  • 49 - Customizing and importing themes
  • 50 - Applying screen stencils
  • 51 - Formatting fields and applying field attributes
  • 52 - Controlling layout object behaviors
  • 53 - Using the tab control feature
  • 54 - Slide controls in your layouts
  • 55 - Popovers in your layouts
  • 56 - Setting the tab order

11. Finding Data

  • 57 - Using the basic find functions
  • 58 - New requests in Find mode
  • 59 - Search operators to find records easier
  • 60 - Constraining or extending found sets
  • 61 - Using Fast Match and Quick Find

12. Sorting Data

  • 62 - Sorting with single criteria
  • 63 - Sorting with multiple criteria
  • 64 - Sorting using custom values
  • 65 - Sorting using buttons

13. Value Lists

  • 66 - Drop-downs, radio buttons, and other field control options
  • 67 - Creating and applying static value lists

14. Printing

  • 68 - Previewing pages and print options

15. Reports

  • 69 - Building simple reports with summary fields
  • 70 - Creating subsummary reports - Summary parts
  • 71 - Creating subsummary reports - Aggregating summary parts

16. Calculation Essentials

  • 72 - What are calculations
  • 73 - Touring the calculation dialog window
  • 74 - Number functions in Claris Pro
  • 75 - Date and Time functions
  • 76 - Analytic Text functions
  • 77 - Text manipulation Text functions
  • 78 - Logic functions - The If function
  • 79 - Logic functions - The Case function

17. Script Essentials

  • 80 - What are scripts and script steps
  • 81 - Assigning script steps to buttons
  • 82 - Touring the script workspace
  • 83 - Creating multiline scripts
  • 84 - Creating multiline scripts - Printing in scripts
  • 85 - Creating multiline scripts - Custom dialogs
  • 86 - Adding find criteria to a script - Static finds
  • 87 - Adding find criteria to a script - User-specified finds
  • 88 - Using the new window script step
  • 89 - Understanding the If script step
  • 90 - Adding the If script step to a script

Conclusion

  • 91 - Where to go from here with Claris Pro

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