FileMaker Pro Essential Training

Course details

Take on digital transformation with Claris FileMaker and learn how to quickly build custom apps that solve your business problems. Award-winning trainer, Cris Ippolite, draws on years of experience with clients at his own development firm (iSolutions) and walks through the essentials skills you need to work with FileMaker Pro 19. Cris covers the fundamentals, such as how to create tables and fields, write scripts, work with calculations, and design layouts. He also shows you how to create reports, import and export data, and more. Plus, he highlights some of the most useful new features in FileMaker 19, including how FileMaker Pro supports Core ML, Siri Shortcuts, NFC, and JavaScript. Tune in to start learning how to build your first custom app from scratch.

Concepts

0. Introduction

01 - Introducing FileMaker essential training
02 - Introducing the Claris platform

1. Getting Started

03 - What is a database
04 - How FileMaker works
05 - Configuring essential preferences
06 - Getting to know the interface

2. FileMaker App Creation Essentials

07 - Getting going with starter apps
08 - Add-on tables

3. Creating Tables

09 - Determining which tables your FileMaker app will need
10 - Creating tables in the manage tables window
11 - An important note about relationships

4. Working with Fields

12 - Deciding what fields you will need
13 - Understanding field types
14 - Defining fields in tables
15 - Adding fields to layouts
16 - Field options - Auto enter
17 - Field options - Validation

5. Working with Container Fields

18 - Using container fields in your FileMaker app
19 - Applying container field options
20 - Container storage options

6. Working with Records

21 - Creating and duplicating records
22 - Editing and locking records
23 - Deleting records and backing up files

7. Importing and Exporting

24 - Exporting data from FileMaker
25 - Importing data from FileMaker

8. Creating Layouts

26 - Introducing FileMaker layouts
27 - Using the Layout Assistant to new layouts

9. Working with Layouts

28 - Understanding layout parts
29 - The Inspector panel
30 - Layout tools and status area in Layout mode
31 - Managing layouts and layout folders

10. Formatting Layout Objects

32 - Grouping layout objects
33 - Arranging and aligning layout objects
34 - Understanding FileMaker themes
35 - Applying themes to layouts
36 - Customizing and importing themes
37 - Applying Screen Stencils
38 - Formatting fields and applying field attributes
39 - Controlling layout object behaviors
40 - Setting the tab order
41 - Slide controls in your layouts
42 - Popovers in your layouts
43 - Using the tab control feature

11. Finding Data

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

12. Sorting Data

49 - Sorting with single criteria
50 - Sorting with multiple criteria
51 - Sorting using custom values
52 - Sorting using buttons

13. Value Lists

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

14. Printing

55 - Previewing pages and print options

15. Reports

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

16. Calculation Essentials

59 - What are calculations
60 - Touring the calculation dialog window
61 - Number functions in FileMaker
62 - Date and time functions
63 - Analytic text functions
64 - Text manipulation text functions
65 - Logic functions - The If function
66 - Logic functions - The Case function

17. Script Essentials

67 - What are scripts and script steps
68 - Assigning script steps to buttons
69 - Touring the Script Workspace
70 - Creating multiline scripts
71 - Creating multiline scripts - Printing in scripts
72 - Creating multiline scripts - Custom dialogs
73 - Adding find criteria to a script - Static finds
74 - Adding find criteria to a script - User-specified finds
75 - Using the New Window script step
76 - Understanding the If script step
77 - Adding the If script step to a script

18. AI in Filemaker Pro

78 - AI in FileMaker Pro 2024
79 - Setting up AI integration
80 - Understanding insert embeddings
81 - Understanding GetEmbedding
82 - Working with embeddings
83 - Understanding Perform Semantic Find
84 - Working with Perform Semantic Find
85 - Testing Perform Semantic Find
86 - Understanding cosine similarity
87 - Working with cosine similarity
88 - Working with GetEmbedding
89 - Working with Set AI Call Logging
90 - Working with token counts

Conclusion

91 - Where to go from here