FileMaker: Tips, Tricks, and Techniques

Course details

If you're comfortable with FileMaker basics, then you're ready for the next step. Learn tips, tricks, and advanced techniques for Claris FileMaker 19—the latest version of the FileMaker platform used all around the world. FileMaker expert Cris Ippolite reveals solutions to maximize your efficiency and make your FileMaker apps more dynamic and sophisticated. Explore advanced techniques using scripts, calculations, reports, and layouts. In addition, you can explore important security tips and learn the publishing options offered by FileMaker Server, including FileMaker WebDirect and FileMaker Go for iOS. Cris also shows you how to connect to other databases and exchange data with APIs, as well as how to use JSON data and JavaScript in your custom apps.

Concepts

Introduction

Beyond the basics with FileMaker Pro
What you should know

Advanced Reporting

Subsummary ranking reports
Nested subsummary reports

Securing Your Custom Apps

Setting up data access and design in privilege sets
Setting up other and extended privileges in privilege sets
Setting up accounts
Using SSL certificates

Sharing Your Apps with FileMaker Server

What is FileMaker Server
Server hosting options
Installing FileMaker Server
Configuring FileMaker Server
Scheduling backups
Scheduling scripts
Uploading your app to FileMaker Server

Other Uses of the Calculation Dialog

Calculated replaces
Using calculations in field options
Using calculations to hide objects
Using calculations in conditional formatting
Using related fields in aggregate functions
Recursion in calculations

Web Deployment

Deploying using FileMaker WebDirect

Importing

Importing to refresh data
Data migration tool

Integrating with Non-FileMaker Databases

Connectivity options
Setting up a DSN
Connecting via external SQL sources

Advanced Layouts

Layout object states
Objects pane and group object selection
Controlling object visibility when printing
Adding charts to report layouts

JavaScript and FileMaker

JSON support
Working with JSON
JavaScript support
Working with JavaScript in a web viewer

Advanced Scripting

Using script parameters, set field, and error capture
Sending emails in your scripts
Working with local script variables
Working with global script variables

Script Triggers

Introducing script triggers
Using object-based triggers
Using layout-based triggers
Using file-based triggers (open and close scripts)

Working with Data Files

Data-file script steps

Communicating with Other iOS Apps from within FileMaker Go

Understanding the FMP URL scheme
Understanding other iOS app URL schemes
Scripting interactions with iOS apps

Communicating with iBeacons

What is an iBeacon
Connecting your custom app with an iBeacon
Location monitoring

FileMaker Go

Sensor support in FileMaker Go
Enhanced signature capture
Animations and transitions in FileMaker Go
Touch ID support
Core ML support
Working with Core ML, part 1
Working with Core ML, part 2
Working with Core ML, part 3
Working with Siri shortcuts
Setting advanced Siri shortcuts using FileMaker scripts
NFC support
Setting up your NFC tag
Working with NFC in your FileMaker app

AI in FileMaker Pro

AI in FileMaker Pro 2024
Setting up AI integration
Understanding insert embeddings
Understanding GetEmbedding
Working with embeddings
Understanding Perform Semantic Find
Working with Perform Semantic Find
Testing Perform Semantic Find
Understanding cosine similarity
Working with cosine similarity
Working with GetEmbedding
Understanding optimizing AI usage
Working with Set AI Call Logging
Working with token counts

Conclusion

Where to go from here