Claris Pro Essential Training

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.

Concepts

Introduction

Introducing Claris Pro Essential Training
Claris Pro vs. FileMaker Pro
Introducing the Claris platform
Before you move on

Getting Started

What is a database
How Claris Pro works
Configuring essential preferences
Getting to know the interface

Claris App Creation Essentials

Getting going with Claris Pro templates
Using add-ons in Claris Pro

Creating Tables

Determining which tables your Claris Pro app will need
Creating tables in the manage tables window
Defining primary and foreign key fields
Creating relationships in the relationship graph
Introduction to related fields
Introduction to portals
Difference between relationships and queries in FileMaker
Multiple match fields in a relationship
Using operators in query relationships
Understanding problems caused by many-to-many relationships
Adding a join table
Using value lists to link child records
Using relationship options to create related records
Using scripts to create child records

Working with Fields

Deciding what fields you will need
Understanding field types
Defining fields in tables
Adding fields to layouts
Field options - Auto enter
Field options - Validation

Working with Container Fields

Using container fields in your Claris Pro app
Applying container field options
Container storage options

Working with Records

Creating and duplicating records
Editing and locking records
Deleting records and backing up files

Importing and Exporting

Exporting data from Claris Pro
Importing data from Claris Pro

Creating Layouts

Introducing Claris Pro layouts
Using the layout assistant to create new layouts

Working with Layouts

Understanding layout parts
The Inspector pane
Layout tools and status area in Layout mode
Managing layouts and layout folders

Formatting Layout Objects

Grouping layout objects
Arranging and aligning layout objects
Understanding Claris Pro themes
Applying themes to layouts
Customizing and importing themes
Applying screen stencils
Formatting fields and applying field attributes
Controlling layout object behaviors
Using the tab control feature
Slide controls in your layouts
Popovers in your layouts
Setting the tab order

Finding Data

Using the basic find functions
New requests in Find mode
Search operators to find records easier
Constraining or extending found sets
Using Fast Match and Quick Find

Sorting Data

Sorting with single criteria
Sorting with multiple criteria
Sorting using custom values
Sorting using buttons

Value Lists

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

Printing

Previewing pages and print options

Reports

Building simple reports with summary fields
Creating subsummary reports - Summary parts
Creating subsummary reports - Aggregating summary parts

Calculation Essentials

What are calculations
Touring the calculation dialog window
Number functions in Claris Pro
Date and Time functions
Analytic Text functions
Text manipulation Text functions
Logic functions - The If function
Logic functions - The Case function

Script Essentials

What are scripts and script steps
Assigning script steps to buttons
Touring the script workspace
Creating multiline scripts
Creating multiline scripts - Printing in scripts
Creating multiline scripts - Custom dialogs
Adding find criteria to a script - Static finds
Adding find criteria to a script - User-specified finds
Using the new window script step
Understanding the If script step
Adding the If script step to a script

Conclusion

Where to go from here with Claris Pro