eXcelisys

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About eXcelisys

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    eXcelisys
  • Birthday 09/01/2001

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    IN

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    http://www.excelisys.com

FIleMaker Profile

  • FM Application
    15 Advanced
  • Platform
    Mac OS Sierra
  • Skill Level
    Expert
  • Certification
    9
    10
    11
    12
    13
    14
    15
  • Membership
    TechNet
    FileMaker Business Alliance
    FIleMaker Platinum Member
  • Title
    Founder/President
  • Industry
    Custom Database/Web Application Development
  1. • FileMaker® Pro Tip-n-Trick • FileMaker Master-Detail in a Web Viewer By: RJ Carroll * This has been tested on FileMaker Pro 14-16 FileMaker Master-Detail views are a great way to minimize the number of separate layouts and also provide users with the best of both worlds when it comes to viewing their data as a hybrid of FileMaker Pro’s native “List” and “Form” views. A Master-Detail interface is also naturally intuitive to users familiar with side navigation panels that are commonplace across the web. Given their popularity with users, developers have long sought a simple, flexible way to implement master-detail views in custom apps. The Old Masters Originally, to create a Master-Detail view, the common approach was to add a second table occurrence for the table that the current layout is based on with the relationship defined as a Cartesian (“X”) join. This setup requires placing a portal to the new TO on the layout to serve as the “master” list, then attaching a Go To Related Record step to a button or field in the portal row. Because this basic approach can quickly become hard to manage in larger solutions with a lot of tables, a more popular method has been to use some type of a virtual list. (An implementation of a virtual list master-detail is the approach is that’s used in the Master Detail 2.0 module available on Modular FileMaker.) But what if you just want a Master-Detail without adding lots of extra tables, fields, and sets of scripts to your app? Visualizing The “List Of” One way to create FileMaker Master-Detail views everywhere with minimal overhead is to harness the power of a “List Of” summary. We’ve found a lot of magical uses of FileMaker Pro’s “List Of” summary field since it was introduced in FileMaker Pro 13. “List Of” summaries possess two key features that make them useful in setting up a new, super-fast type of Master-Detail view: (1) You have access from the current record to all the data for the entire found set and (2) the data is in the same sort order as the found set. So, just by creating a summary list of names, and placing that field on a layout, you already have a type of native master-detail view. It’s just not very useful for navigation. At least not yet… Nobody Does Lists Like HTML HTML lists have probably been around forever. They were definitely around when I learned HTML back in the 90’s, and they still work the same way. The cool thing about an HTML list item is that, unlike a portal row, it doesn’t care how much vertical space it takes up. Another cool thing about an HTML list item is that it–and this may be shocking–can be a link. Thanks to the specifications of FMP URI scheme, it can even be a link to the very FileMaker database you’re currently using. So this gives you immense power to create a Master-Detail view composed of only four easy steps: Create a stored calculation field that wraps some meaningful text from the record, along with the record number or primary key in HTML <li> and <a> tags that contain an fmp:// link back to the target record in FileMaker. Define a “List Of” summary of that field to show all the HTML elements in the found set. Place a web viewer on the layout that references the summary field and contains a little opening and closing HTML. Write a script to accept the parameter passed back to FileMaker when you click the link and navigate to the appropriate record. That’s really all there is to it. Depending on how you setup your solution, the web viewer layout object, calculation and summary fields can literally be pasted into any part of your app without any modifications at all. If you want to get fancier and more creative, this FileMaker Master-Detail technique can also be expanded to harness CSS styling, sub-summary headers, images or anything else your web skills allow. Check out this implementation by downloading our demo file. It shouldn’t be hard to master the details in no time at all. • Download the demo file and give it a view! • ** PLEASE NOTE: A new security feature in FileMaker Pro 16 requires you to expressly enable execution of web scripting. Make sure this has been enabled as shown below. ***This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like our help or assistance, please consider retaining eXcelisys’ consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. we specialize in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web. Our core technology competencies are FileMaker Pro, FileMaker Go, PostgreSQL, and MySQL for database frameworks. Complimenting those database frameworks we have competency with FileMaker WebDirect, WordPress, PHP, CodeIgniter, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing excellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation regarding your business software automation needs @ 866-592-9235. eXcelisys, Inc. is an independent entity and this web site/information/blog post has not been authorized, sponsored, or otherwise affiliated with FileMaker, Inc. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. The post [FMP Tip-n-Trick] FileMaker Master-Detail in a Web Viewer appeared first on eXcelisys. View the full article
  2. Inverted Portals With FileMaker Pro By: Doug West **Tested on FileMaker Pro versions 14-16 Portals are great for displaying information in the appropriate context. Unfortunately, they don’t always provide the most intuitive user experience when newcomers are learning how to enter data in a FileMaker solution. After configuring a relationship in the Manage Database window to enable the option to “Allow creation of records in this table via this relationship”, we can easily create related records within a portal by simply typing new values in the last row of a corresponding portal. Entering the first batch of related records seems straightforward enough. But what happens once you’ve exceeded the number of visible rows in the portal? Here is where we start to see the puzzled looks. When we’re ready to add the next related record, we first have to scroll through the list of existing records to access the blank “record creation row” at the bottom. This is enough of a nuisance that we often see buttons to improve the user experience through scripting. So today’s challenge was to find the most efficient solution to this usability problem, with the added requirement to present the results in descending order by date. This concept for inverted portals must allow creation of new records on the first row, followed by the existing data rows from newest to oldest. We’ll be able to add entries without the nuisance of scrolling and we’ll see the most relevant information first. So how can we get the record creation row to appear at the top of the portal? As is often the case in FileMaker Pro, there is more than one way to do it. Maybe your first attempt could involve some global fields for entering data above the portal, which could then trigger a script to create a related record, set the data, and clear the global fields. Effective? Sure, but not elegant. I’m looking for a cleaner approach that’s a bit “lighter”. How about two portals using the same related table occurrence with no scripts and no extra fields? By telling our first portal to filter out all existing records (using a very simple formula! (see demo)), we’re left with just the record creation row. Position that above another copy of the same portal showing the existing data sorted by date, while hiding objects in the record creation row at the bottom. •• Download FREE FileMaker Pro demo file •• We now have an upside-down portal that’s sure to satisfy developers and end users alike! We haven’t added any scripts, fields, or table occurrences, and we’ve saved your users at least a few mouse-clicks along the way. ENJOY! **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ FileMaker Pro consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com)is an FBA Platinum Partner and FileMaker Certified developer organization. eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235. eXcelisys, Inc. is an independent entity and this web site/information/blog post has not been authorized, sponsored, or otherwise affiliated with FileMaker, Inc. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. The post [FMP Tip-n-Trick] Inverted Portals with FileMaker Pro appeared first on eXcelisys. View the full article
  3. Hierarchical Portal Filtering within FileMaker Pro By Andy Persons This is the second of a three-part series on FileMaker Pro hierarchical portal filtering. You can find part one here. This FileMaker Pro hierarchical portal filtering file demonstrates how to provide high-performance sorting of a hierarchical portal by various fields, while maintaining the hierarchy. **Been tested in FileMaker Pro versions 14-16. Download the FileMaker Pro hierarchical portal filtering demo file. Static Approach The most straightforward approach would require creating an index “path” calculation for every field that you might want to sort by. For example, if you wanted to sort by name, you’d have to create a sort_name field that contained “Plants Vegetables Roots Carrots”. Each additional field that you wanted users to be able to sort by would need a similar field. Also, whenever a record was edited, all descendant records would need to have their sort fields updated. Dynamic Approach For very small data sets, you could make the path field an unstored calculation and have each record calculate up the path chain dynamically. However, this would very quickly become so slow as to be unusable. Dynamic Approach with High-Performance This FileMaker Pro hierarchical portal filtering file demonstrates an approach that combines the light footprint of a dynamic approach with performance closer to that of a static approach. Here’s the overview: A dictionary field (sort_dictionary) of record id’s and sort field values is created in the data table. Before sorting, all related values of sort_dictionary are copied into a global variable named $$sort_dictionary using the List() function. A sort key field (sort_key) is calculated on the fly by replacing IDs in the record’s id_path with the corresponding sort value from $$sort_dictionary and padding it with zeros if it’s a number field. For example, an id_path with “000001 000034 000052 000076” would become “Plants Vegetables Roots Carrots” on the fly, using the values from $$sort_dictionary The portal is then set to sort by sort_key. Because the data from both id_path and $$sort_dictionary have already been downloaded to the local machine, sort_key can calculate very quickly. Next Installment: Hierarchy Advanced 2.3 Drag-and-drop arbitrary sorting and reassignment Stay Tuned! **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ FileMaker Pro consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235 | info@excelisys.com eXcelisys, Inc. is an independent entity and this web site/information/blog post has not been authorized, sponsored, or otherwise affiliated with FileMaker, Inc. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. The post FileMaker Pro Hierarchical Portal Filtering 2.2 appeared first on eXcelisys. View the full article
  4. Got Rentals? Finally, the Ultimate Rental-Tracking Software Solution for the Equipment Rental Industry! Pre-made? Custom? Or SaaS? It’s a never-ending battle of pros and cons when trying to find apps that will make your rental business run smoother while giving you the best bang for the buck. Pre-made? Tempting. It costs less up front but choosing this one-size-fits-all solution may leave you addled with useless features and not enough functionality. Custom? Seems costly but will definitely meet your needs. With SaaS (software-as-a-service), you remain at the mercy of your vendor for feature upgrades, and as fees add up over the years you may find you could have paid for a custom-fit solution instead! Luckily, when it comes to rental business software applications, there’s another way … eXcelisys has released a new eX-File, the eX-RentalTracker — a FileMaker Pro jump-start solution for the equipment rental industry. The app tracks inventory, bookings, returns, customer contacts, invoices and payments and includes an availability calendar. Because the basics are already there, customization is quick and easy. The eX-RentalTracker is the best of both worlds, offering clients a software solution that’s part ready-made and part custom. “After working with multiple customers constructing tailor-made rental tracking solutions for their businesses, we decided to build a jump-start solution for the masses,” said Doug West, eXcelisys VP for product development. “The eX-RentalTracker comes pre-built with many of the standard features our rental business clients have been requesting.” The eX-RentalTracker is for rental businesses who’ve found out-of-the-box software solutions too clunky and custom-built systems too expensive. The eX-RentalTracker can be used on a desktop PC (Mac/Windows) with certain task-based functions available on iPads. See the eX-RentalTracker in Action Today Businesses interested in the eX-RentalTracker can request a FREE demo copyvia the eXcelisys website. After receiving the eX-RentalTracker demo, you can tool around in the app to see how easy and intuitive it is to use. You won’t need a tutorial to figure out how the eX-RentalTracker works because the tabbed interface makes navigation a cinch. Check out the “home” screen, which includes “Quick Tasks” tabs that provide rapid access to the tasks most frequently used in rental app solutions. The eX-RentalTracker simplifies daily processes. Features include: Kitting (allows multiple items to be packaged in a single rental kit) Barcodes/handheld scanners (for quick check-out/check-in) Instant invoicing (no more entering long strings of product numbers) Equipment tracking (prompts users to select the condition of returned items at check-in so broken inventory doesn’t get placed back on the shelf) Availability calendar prevents overbooking. The “Quick Tasks” tabs on the home page offer quick access to many everyday tasks, such as adding a customer, a product, a PO, a vendor or an order. Track the history of each item — know where it’s been and the condition in which it was returned. eX-File FileMaker Pro Templates Save Tons of Time & Money eXcelisys has been designing jump-start FileMaker Pro template solutions since 2004 when the first edition of the FileMaker Pro BizTracker was released. Since then, the BizTracker (for sales-driven businesses) has evolved into a full lineup of eX-File solutions, including the eX-TruckingTracker (which tracks trips, mileage, and expenses) and the eX-EvalTracker (used to archive employee performance). The eX-BizTracker has been a popular and steady jumping-off point for countless eXcelisys customers requesting software development. Ever proactive, eXcelisys developers modified the tried-and-true eX-BizTracker to create the eX-RentalTracker by adding features and functionality common to and frequently requested in the rental industry. Recently, Birnn Chocolates of Vermont contracted with eXcelisys for a biz-tracking solution. After four generations and 101 years in business, Birnn Chocolates was ready to join the 21st century with a software upgrade to smooth daily operations. Owner Mel Fields had been using a hodgepodge of paper record-keeping, Excel spreadsheets and Google documents to keep the truffles flowing. Fields needed an up-to-date system to manage the production process, ensure order fulfillment and track the ingredients and finished goods for FDA compliance. Instead of starting from scratch — like he does with his truffles — Fields started the process using the eX-BizTracker as a foundation for his business solution. During his hands-on experience with the eX-BizTracker demo, Fields discovered that many of the features he needed were already built into the software. “Being able to demo was essential for being able to pull the trigger and make the decision,” said Fields. Utilizing the pre-built mock-up allowed Fields to zero in quickly on modifications needed to make the software fit his unique business needs. Fields is still awaiting his software solution as eXcelisys developers finish tweaking the eX-BizTracker build. Fields is certain he’s getting a great deal. “We spent some hours taking away features, but in the grand scheme of things, I’m quite sure we got a lot more for the money by starting with BizTracker.” Like Birnn Chocolates, Cinema Camera Rentals recently came to eXcelisys seeking a custom inventory management app and used the eXcelisys BizTracker5 as the foundational template. “This approach helped me the most from a time standpoint,” said Cinema Camera rental manager Matt Stemmley. “Instead of dedicating the energy to figure out how I wanted the system to be laid out, I instead hit the ground running on envisioning functionality.” Stemmley advises business owners to take advantage of the eX-RentalTracker. “Future customers of eXcelisys in any sort of rental capacity will ideally be able to start with the eX-RentalTracker base and add features as they see fit.” Stemmley says he “highly recommends” the eX-RentalTracker to anyone considering a rental app based on the FileMaker Pro platform. “In my opinion, it will save them countless hours that could be dedicated to other areas of design and functionality.” Demo the eX-RentalTracker today. Like Birnn Chocolates, discover how pre-built FileMaker Pro templates can sweeten the deal in the search for the right and perfect software solution for your equipment rental business. To request the eX-RentalTracker demo, click here. To read about the Cinema Camera rental-tracking solution, click here. To read about another eXcelisys-built rental-tracking solution, click here.
  5. Finally, the Ultimate Rental-Tracking Software Solution for the Equipment Rental Industry! Pre-made? Custom? Or SaaS? It’s a never-ending battle of pros and cons when trying to find rental-tracking apps that will make your rental business run smoother while giving you the best bang for the buck. Pre-made? Tempting. It costs less up front but choosing this one-size-fits-all solution may leave you addled with useless features and not enough functionality. Custom? Seems costly but will definitely meet your needs. With SaaS (software-as-a-service), you remain at the mercy of your vendor for feature upgrades, and as fees add up over the years you may find you could have paid for a custom-fit solution instead! Luckily, when it comes to rental business software applications, there’s another way … eXcelisys has released a new eX-File, the eX-RentalTracker — a FileMaker Pro jump-start solution for the equipment rental industry. The app tracks inventory, bookings, returns, customer contacts, invoices and payments and includes an availability calendar. Because the basics are already there, customization is quick and easy. The eX-RentalTracker is the best of both worlds, offering clients a software solution that’s part ready-made and part custom. “After working with multiple customers constructing tailor-made rental tracking solutions for their businesses, we decided to build a jump-start solution for the masses,” said Doug West, eXcelisys VP for product development. “The eX-RentalTracker comes pre-built with many of the standard features our rental business clients have been requesting.” The eX-RentalTracker is for rental businesses who’ve found out-of-the-box software solutions too clunky and custom-built systems too expensive. The eX-RentalTracker can be used on a desktop PC (Mac/Windows) with certain task-based functions available on iPads. See the eX-RentalTracker Rental-Tracking Solution in Action Today! Business owners interested in the eX-RentalTracker can request a FREE demo copy via the eXcelisys website. After receiving the eX-RentalTracker demo, you can tool around in the app to see how easy and intuitive it is to use. You won’t need a tutorial to figure out how the eX-RentalTracker works because the tabbed interface makes navigation a cinch. Check out the “home” screen, which includes “Quick Tasks” tabs that provide rapid access to the tasks most frequently used in rental app solutions. The eX-RentalTracker simplifies daily processes. Features include: Kitting (allows multiple items to be packaged in a single rental kit) Barcodes/handheld scanners (for quick check-out/check-in) Instant invoicing (no more entering long strings of product numbers) Equipment tracking (prompts users to select the condition of returned items at check-in so broken inventory doesn’t get placed back on the shelf) Availability calendar prevents overbooking. The “Quick Tasks” tabs on the home page offer quick access to many everyday tasks, such as adding a customer, a product, a PO, a vendor or an order. Track the history of each item — know where it’s been and the condition in which it was returned. eX-File FileMaker Pro Templates Save Tons of Time & Money eXcelisys has been designing jump-start FileMaker Pro template solutions since 2004 when the first edition of the FileMaker Pro BizTracker was released. Since then, the BizTracker (for sales-driven businesses) has evolved into a full lineup of eX-File solutions, including the eX-TruckingTracker (which tracks trips, mileage, and expenses) and the eX-EvalTracker (used to archive employee performance). The eX-BizTracker has been a popular and steady jumping-off point for countless eXcelisys customers requesting software development. Ever proactive, eXcelisys developers modified the tried-and-true eX-BizTracker to create the eX-RentalTracker by adding features and functionality common to and frequently requested in the rental industry. Recently, Birnn Chocolates of Vermont contracted with eXcelisys for a biz-tracking solution. After four generations and 101 years in business, Birnn Chocolates was ready to join the 21st century with a software upgrade to smooth daily operations. Owner Mel Fields had been using a hodgepodge of paper record-keeping, Excel spreadsheets and Google documents to keep the truffles flowing. Fields needed an up-to-date system to manage the production process, ensure order fulfillment and track the ingredients and finished goods for FDA compliance. Instead of starting from scratch — like he does with his truffles — Fields started the process using the eX-BizTracker as a foundation for his business solution. During his hands-on experience with the eX-BizTracker demo, Fields discovered that many of the features he needed were already built into the software. “Being able to demo was essential for being able to pull the trigger and make the decision,” said Fields. Utilizing the pre-built mock-up allowed Fields to zero in quickly on modifications needed to make the software fit his unique business needs. Fields is still awaiting his software solution as eXcelisys developers finish tweaking the eX-BizTracker build. Fields is certain he’s getting a great deal. “We spent some hours taking away features, but in the grand scheme of things, I’m quite sure we got a lot more for the money by starting with BizTracker.” Like Birnn Chocolates, Cinema Camera Rentals recently came to eXcelisys seeking a custom inventory management app and used the eXcelisys BizTracker5 as the foundational template. “This approach helped me the most from a time standpoint,” said Cinema Camera rental manager Matt Stemmley. “Instead of dedicating the energy to figure out how I wanted the system to be laid out, I instead hit the ground running on envisioning functionality.” Stemmley advises business owners to take advantage of the eX-RentalTracker. “Future customers of eXcelisys in any sort of rental capacity will ideally be able to start with the eX-RentalTracker base and add features as they see fit.” Stemmley says he “highly recommends” the eX-RentalTracker to anyone considering a rental app based on the FileMaker Pro platform. “In my opinion, it will save them countless hours that could be dedicated to other areas of design and functionality.” Demo the eX-RentalTracker today. Like Birnn Chocolates, discover how pre-built FileMaker Pro templates can sweeten the deal in the search for the right and perfect software solution for your equipment rental business. To request the eX-RentalTracker demo, click here. To read about the Cinema Camera rental-tracking solution, click here. To read about another eXcelisys-built rental-tracking solution, click here. The post Got Rentals? Get Our Rental-Tracking eX-File! appeared first on eXcelisys. View the full article
  6. Customizable Jumpstart FileMaker® Pro Template for the Rental Business Industry is Packed with Feature-Rich FunctionalitySouth Bend, IN - April 27, 2017 - eXcelisys, Inc., (www.excelisys.com) announces the release of the eX-RentalTracker, a productivity template utilizing the latest innovations of FileMaker Pro® 15. The eX-RentalTracker is for rental businesses who’ve found out-of-the-box software solutions too clunky and custom-built systems too expensive.“After working with multiple customers constructing tailor-made rental-tracking solutions for their businesses, we decided to build a jumpstart solution for the masses,” said Doug West, eXcelisys VP for product development. “The eX-RentalTracker comes pre-built with many of the standard features our rental business clients have been requesting.” The app tracks inventory, bookings, returns, customer contacts, invoices and payments. The eX-RentalTracker can be used on a desktop PC (Mac/Windows) with certain task-based functions available on iPads.See the eX-RentalTracker in Action TodayBusiness owners interested in the eX-RentalTracker can request a FREE demo copy via the eXcelisys website (https://www.excelisys.com/ex-files/ex-rental-tracker/). After receiving the eX-RentalTracker demo, you can tool around in the app to see how easy and intuitive it is to use. The tabbed interface makes navigation a cinch. You won’t need a tutorial to figure out how the eX-RentalTracker works. The “home” screen includes a “Quick Tasks” bar that provides rapid access to the tasks most frequently used in rental app solutions.The eX-RentalTracker simplifies daily processes. Features include:· Inventory availability calendar (prevents double booking)· Kitting (allows multiple items to be packaged in a single rental kit)· Barcodes/handheld scanners (for quick check-out/check-in)· Instant invoicing (no more entering long strings of product numbers)· Equipment tracking (prompts users to select the condition of returned items at check-in so broken inventory doesn’t get placed back on the shelf) eX-File FileMaker Pro Templates Save Tons of Time & Money The eXcelisys development team built the eX-RentalTracker to save their customers time and money in the pursuit of the perfect rental inventory management system. For more than a decade, eXcelisys has been designing jumpstart FileMaker Pro template solutions, starting with the FileMaker Pro BizTracker in 2004 (for sales-driven businesses). The BizTracker evolved into a full lineup of eX-File solutions, including the eX-TruckingTracker (which tracks trips, miles and expenses) and the eX-EvalTracker (used to archive employee performance).Recently, eXcelisys assisted Cinema Camera Rentals with a custom inventory management app. Cinema Camera used the eXcelisys BizTracker5 as a foundational template. “This approach helped me the most from a time standpoint," said Cinema Camera rental manager Matt Stemmley. "Instead of dedicating the energy to figure out how I wanted the system to be laid out, I instead hit the ground running on envisioning functionality.”The eX-BizTracker has been a popular and steady jumping-off point for countless eXcelisys customers requesting software development and has continued to evolve since 2004. Ever proactive, eXcelisys developers modified the tried-and-true eX-BizTracker to create the eX-RentalTracker by adding features and functionality common to and frequently requested in the rental industry.Stemmley advises business owners to take advantage of the eX-RentalTracker. “Future customers of eXcelisys in any sort of rental capacity will ideally be able to start with the eX-RentalTracker base and add features as they see fit.” Stemmley says he “highly recommends” the eX-RentalTracker to anyone considering a rental app based on the FileMaker Pro platform. “In my opinion, it will save them countless hours that could be dedicated to other areas of design and functionality.”About eXcelisys, Inc.Founded in 2001, eXcelisys (www.excelisys.com) specializes in building, supporting, consulting, migrating, upgrading, tweaking, fixing and integrating quality custom FileMaker Pro, FileMaker Go, FileMaker WebDirect, MySQL, PostgreSQL, WordPress, mobile app integration, and various database technologies and frameworks for web, mobile and desktop deployment strategies. To read more about the eX-RentalTracker, read article on Medium.To read more about eXcelisys solutions for the rental business industry, go to: To request the eX-RentalTracker demo, click here. To read about the Cinema Camera rental-tracking solution, click here. To read about another eXcelisys-built rental-tracking solution, click here.
  7. New Camera Rental Tracking App Trims Paperwork “Production” Time & Turns Daily Tasks into One-Click Acts In the hot movie-making hub of Hollywood, Cinema Camera Rentals faces stiff competition in providing customers with the latest and greatest technology has to offer. With a need to streamline its equipment rental pipeline, Cinema Camera Rentals recently contracted with eXcelisys for a new rental tracking app. Together, the two firms wrote the script for a bang-up inventory management system and eXcelisys produced the final cut, with the system premiering in February 2017. Lights! Camera! Plenty of Action! Based in Culver City, California, Cinema Camera Rentals opened in 2008 when Future Line Entertainment principals Mark and Emma Cameron started renting out their small inventory of film production equipment. Future Line is known for its commercial spots, including some for Oakley Women, Nike Swim and Nike Basketball. While the Camerons focused on their production company, the rental business grew. In 2013, Matt Stemmley was brought in to join the cast as rental manager at Cinema Camera, which serves clients embarking on months-long feature film shoots and those producing high-end commercials. “We rent top-of-the-line cameras, lenses and accessories,” said Stemmley, noting the value of some equipment packages hits $50,000 to $200,000. As a brick-and-mortar rental house serving the Los Angeles area, Cinema Camera provides more than cameras. A full production takes truckloads of equipment, including monitors for instant viewing of what the camera sees; matte boxes to prevent lens flare; tripods, dollies and gliding camera stabilizers (like the DJI Ronin) to ensure steady shots; light panels with C-stands; microphones and boom poles. Battery packs. The list goes on. Cinema Camera rents it all, which means Stemmley has lots of serial numbers and items to track. Cinema Camera oversees nearly 2,000 individual items within its inventory. To keep track of it all, Stemmley instituted barcoding after joining the company and began utilizing Excel spreadsheets. Stemmley’s primitive tracking system worked, but it had its limitations. To manage rental kits, purchase orders, quotes and invoicing, Stemmley had to open and review multiple files within Excel. The process was time-consuming. Stemmley understood where to find the information, but it was hard for other employees to follow up on his work. In addition, quotes could only be generated one at a time because of limited access to the Excel spreadsheets. “I tried to envision a better workflow for day-to-day operations,” said Stemmley, who conceived of a system where employees could view each other’s work in real time and see the quotes and invoices others were preparing. “In order to push those daily tasks out onto other employees, we needed a better system. We needed a system we could all have access to.” Looking for a solution, Stemmley reached out to other high-end rental houses to see what kind of inventory management software they used. He discovered that some opted for premade software they leased or purchased, while others bought custom systems. “I wasn’t able to get a uniform sense of the best option,” said Stemmley. One of the happiest rental houses he found utilized a FileMaker Pro system, custom-built by a software developer. Stemmley decided to follow that lead and was referred to eXcelisys for the custom FileMaker database design and development needed for the task. FileMaker Pro Takes Spotlight as Valuable Production Assistant In May 2016, Stemmley and eXcelisys began working on plans for a custom software solution. Stemmley created a laundry list of needs and the eXcelisys developers made them a reality. The new system connects desktop computers, wireless scanners, iPads and a Mac mini hosting the FileMaker Pro database solution, enabling real-time access to the latest information from any device by any of the employees. Because the software is streamlined and very intuitive to use, Stemmley no longer has to micromanage the invoicing and quoting process. He can rely on other employees for these tasks. “Having a centralized point of contact … that helps,” said Stemmley. “Everybody can see everything. It’s allowed me to take the stress off myself.” There’s also less stress to getting multiple quotes compiled and delivered in one day because the task is quicker and quotes can be created simultaneously. In addition, invoicing is faster with no more need to click through multiple Excel screens to fill out an invoice template. Items that have been scanned out and scanned in appear on the invoice automatically. The program also figures rental rates, offering the appropriate discounts for multi-day use. “Invoicing is crazy easy,” said eXcelisys developer Rob Poelking. “The numbers are there. It fills in everything. You only have to click a button.” Day-to-day operations also run smoother because employees can jump on a workstation, go to the home page and filter for outgoing rentals. Once the employee has a list of orders going out, the employee can select an order and print a “pick list” so the items can be assembled on time. It’s also easy to amend an order at pickup. If a customer needs to add another matte box or filter, the item can be scanned, which then automatically adds it to the order — no need to look up item numbers or pricing. It’s all there. The new inventory management system also helps Cinema Camera track subrentals. With a goal of having the right equipment on time and on demand, Cinema Camera sometimes uses subrentals and consignments to meet customer needs. With subrentals obtained from other rental houses, Cinema Camera has to generate POs to pay for the equipment. The new software system has streamlined this process. Another custom feature includes a field that displays a customer’s insurance information — with expiration date — on the order page. To protect its investment, Cinema Camera requires customers to have at least 1 million dollars in general liability coverage. The easy display ensures this information is up to date. In the end, Stemmley says, the new tracking system has improved the outlook at Cinema Camera Rentals. FileMaker Pro Retains All-Star Status in New Rental-Tracking App Cinema Camera Rentals is just one of the many rental businesses eXcelisys has assisted with custom software development in recent years. “We wanted to get more productive and apply our efforts in the right places,” said Stemmley. “Not get bogged down with paperwork.” Working with such businesses prompted eXcelisys to create the ex-RentalTracker — a jump-start FileMaker Pro template that can be quickly modified to meet the needs of any rental business. Like Cinema Camera, maybe you, too, are torn between choosing a low-cost, premade, out-of-the-box software solution, or investing in a custom system to get everything you need. Try the eX-RentalTracker for yourself by requesting a FREE demo copy via the eXcelisys website, and get the best of both worlds. To read about another eXcelisys rental-tracking app, click here. The post Cinema Camera Reboots With FileMaker Pro Rental Tracking App appeared first on eXcelisys. View the full article
  8. Blockbuster Rental-Tracking Inventory App Sharpens Booking Process, Cuts Equipment Retrieval and Check-in Times During Hollywood’s rapid fade-out of 35-millimeter film, camera operator Neal Norton saw an opportunity to make money in the digital retooling of the industry. The year was 2010 and the German-made Arri ALEXA had just hit the market, providing a viable digital alternative to celluloid film. Norton decided to take action. He partnered with cinematographer Alan Degen to found Gulf Camera and the two began stockpiling the groundbreaking ALEXA. “We could see this was the first time there was a digital camera suitable and with high enough quality to use in theatrical motion pictures,” said Norton. “We opened our rental business based on that technology.” The duo couldn’t have written a better script. The ALEXA shot quickly to movie star fame as production companies dove into the digital revolution. Gulf Camera’s ALEXAS were in high demand. Meanwhile, Norton and Degen stayed active in the industry. Norton has worked on more than 40 feature film sets, operating cameras and steadicams for Tim Burton, Philippe Rousellot and Denzel Washington. But working in Hollywood and managing the Florida-based rental business became a struggle. Five years in, Norton knew he needed to reframe how Gulf Camera handled its inventory and invoicing. Gulf’s spreadsheet/word processor/pen-and-paper method was inefficient and inadequate. As Norton panned for options, he came across eXcelisys. In January 2016, Gulf Camera went live with a new rental-tracking system built by eXcelisys. A custom app, barcodes, scanners. These all make life easier for Norton. Some favorite features: Availability calendar: Because Norton and Degen work on bookings concurrently and from off-site locations as they travel for work, they had problems controlling inventory. “It was not unheard of for us to rent the same gear to multiple people,” Norton said. Before the new system was in place, they emailed each other continually to check on item availability. Now, with a centralized app managing the inventory for them, Norton and Degen know instantly if an item is in-house or out and when it will be back. Double-bookings are no longer a problem and the booking process is more efficient. Barcoding for rapid check-in/check-out: The new system uses barcodes — something Gulf Camera had not previously utilized. Before barcodes, Norton had to check out — and check in — large orders by hand. This was time-consuming because some products come with 30 or 40 pieces — all separate from the basic product itself but necessary for the use of the product. For example, when customers rent a camera body, they also need a viewfinder, cables, extension rods, filters, batteries and so forth. With barcoding, Norton scans an item and it goes on the ticket. This system ensures that all items from the “pick list” have been pulled and nothing is missing from the order. Norton finds the barcodes especially helpful at check-in. He no longer has to hand-check each item in every return. “In the heat of production, it’s not uncommon for a piece of equipment to go missing,” said Norton, given the long days, late nights and working conditions the crew may face over the course of a shoot. “One of the keys to making this business work is making sure all the pieces come back,” said Norton. “On check-in you know immediately — instead of weeks later — if something is missing.” Now that Gulf Camera has a slick, centralized, barcode-driven system for rental management, Norton can’t imagine conducting business without it. “It would be torturous to do it a different way,” he said, joking that the FileMaker Pro server is the most important piece of equipment in the whole shop, though it sits next to cameras that cost upwards of $50,000. FileMaker Pro Takes Lead Role in eXclusive Rental-Tracking App Gulf Camera is just one of the many rental businesses eXcelisys has assisted with custom software development in recent years. After creating rental solutions over and over for different clients, eXcelisys developers had a grand idea — why not develop a jump-start FileMaker Pro template solution for the rental business industry? By end of April 2017, eXcelisys rolls out the eX-RentalTracker — a new edition to the eXcelisys eX-Files lineup of jump-start FileMaker Pro templates. Other offerings include: eX-BizTracker5, eX-EvalTracker and eX-Trucking Tracker. “The eX-RentalTracker is designed with the common base features our rental business clients have been requesting,” said Doug West, eXcelisys VP for product development. The eX-RentalTracker is aimed at rental businesses who’ve found out-of-the-box software solutions too clunky, and custom-built systems too expensive. The eX-RentalTracker comes standard with an inventory availability calendar, kitting and barcoding. It tracks inventory, bookings, returns, invoices and payments. Look for the public release announcement of the eX-RentalTracker in the next few weeks. Meanwhile, you can get a sneak preview and try it out for yourself by requesting a FREE demo copy of eX-RentalTracker via the eXcelisys website. The FREE demo will give you a good feel for how the rental solution jump-start will work in action for your needs. Just like Gulf Camera — you, too, can write a happy alternate ending to your rental-tracking tale of woe by contacting eXcelisys today. For more information on the eX-Files, click here. The post Camera Rental Company Zooms In On Inventory Control Using FileMaker Pro appeared first on eXcelisys. View the full article
  9. FileMaker® Pro / WebDirect: FileMaker Web Subscription Service Keeps Oil Field and Reservoir Data Flowing to Prospectors 24/7 Just because your business involves fossil fuels, the technology you rely on doesn’t need to be a fossil too. A new FileMaker web solution brings new technology to finding an old resource. In the United States, the average person consumes about 2.5 gallons of crude oil per day — or 22 barrels per year. Offshore oil production helps meet this need. According to the U.S. Energy Information Administration, in the past decade, offshore oil production has accounted for about 30 percent of total global oil production. Petroleum powers our lives. We rely on it all day long. Every day — and not just to gas up our cars. Plastic water bottles, bike tires, heat, ink, crayons, bandages, toilet seats, tape, roofing tar, and even propane for the backyard barbecue. All possible, thanks to petroleum. We utilize the fossil fuel endlessly, topping off our tanks and speeding away from the pump without ever stopping to think about the process that brought the gas into our lives. Dr. Steve Cossey thinks about it all the time. As a geologist and founder of Cossey & Associates Geoconsulting (based in Durango, Colorado), Cossey is in the business of helping oil companies locate underwater reservoirs of the slick, black stuff we love so much. So what is Cossey’s fantastical tool for oil exploration? The humble database. For 20 years, prospectors have used Cossey’s comprehensive FileMaker Pro database of oil field and reservoir geology to plan deepwater explorations. The database has been available through DVD subscription. Periodically, Cossey updates the database and mails out new DVDs to subscribers. Since the early 2000s, eXcelisys has helped Cossey with the design and maintenance of his database. Last fall, Cossey decided to take the plunge and revamp his system by adding web functionality to make the database available as an online subscription service. Several factors played into the decision, primarily a drop-off in DVD subscribers following a downturn in the oil industry. To help fuel subscriptions, Cossey decided to place the database on the Internet so it would be available to anyone willing to buy a block of time to access the information. “I thought, ‘What am I going to do to utilize this database and find some other way of getting it out there to people to use in a different mode?’ ” The conversion went live a few weeks ago, making the Cossey Turbidite Field and Reservoir Database available online and putting Cossey’s DVD-burning days behind him. “It’s very slick, very fast,” said Cossey. “I think we’ve covered all the bases.” Drilling into the Data Made Easy What, exactly, is on the Cossey database and how do geoscientists and engineers from oil companies utilize the information? Deepwater reservoirs are expensive to drill, so oil companies need to vet their prospects carefully. This is problematic, says Cossey, because “the deepwater environment is such a lightly known area of the world.” Oceans cover 70 percent of the earth’s surface with 95 percent of the ocean floor remaining unmapped. Given the unknowns, how do oil companies know where to drill? They rely on analogues. Cossey’s database allows prospectors to conduct an analogue study of the area they are considering. “Aristotle used analogues,” said Cossey, noting analogues provide a reliable way to make estimates of the unknown from the known. “Say you’re working in an area like offshore West Africa. You might know certain things — like the depth or age of the prospect, or some other characteristic,” said Cossey. Before drilling, the prospector would want more information. For instance, it’s important to know the porosity of the rock in the prospect because the porosity can be used to determine the volume of oil that can be recovered from an area. This is where Cossey’s database comes in handy. “You pull all examples the same depth, age and thickness as your prospect,” he said. Looking at these examples from actual oil fields and reservoirs all over the world, prospectors can match known traits to determine the unknown traits — such as the porosity. “Very rapidly in my database you can pull up statistics that would take you months of searching to find,” said Cossey. A Rock Solid Foundation Cossey’s database is his magnum opus — it includes more than 20 years of research. He’s eager to see how well the new online platform will be received. Prior to the online conversion, Cossey used an early version of FileMaker Pro that allowed subscribers to view the data via the runtime application. Instead of merely transferring the data during the web-upgrade operation, eXcelisys developers gave the database a complete makeover to freshen the look. “eXcelisys rewrote the new database from the ground up, utilizing FileMaker Pro 15 in the process and upgrading to WebDirect,” said eXcelisys Project Manager Kurt Knippel. “We designed the interface. It’s fairly modern, but still, it’s a FileMaker/WebDirect solution with FileMaker Pro interface conventions. It won’t win any web awards, but our goal was to make this solution easy for his customers to use.” These screen shots display information on the Andromede Marine field. The original database interface is pictured above. Below, the updated, more modern interface can be seen. One of the most appealing new features of the custom FileMaker Pro database designed and developed by eXcelisys is the integration of PayPal. With the old subscription service, Cossey had to spend time sending out invoices and following up with accounting departments to get paid. This was often a laborious process — especially when foreign entities were involved. Now, users enter their credit card numbers directly into the system to buy access. To protect users, the transaction is SSL-encrypted and the site does not store any credit card information. Other advancements with the new system include: Real-time data for users: With the old subscription service, Cossey updated the data in batches and sent out new DVDs every six months. This resulted in a data lag. For example, if Cossey unearthed new data three weeks after sending out a DVD, the new data would not get into the hands of subscribers until the next round of updates. Now, Cossey makes updates from his desktop and it goes live immediately. Robust charting: Bar graphs and scatterplots are integral in helping users visualize data distributions and make sense of data sets. Cossey’s old database used a FileMaker plug-in for charts. The new online system utilizes an API that allows zoom functionality and interactivity. When viewing a scatterplot, users can click on a data point and a small text box pops up to display the data values at the cursor location. Countdown clock: One distinctive feature the new system required was a way to track user time. Many websites offer subscription services. Often, a user buys access for a specific period of time — like 7 days, 30 days or 1 year. Cossey wanted to sell access by the minute. To accommodate this idiosyncrasy, eXcelisys developers added a timer to the website that runs quietly behind the scenes. A readout at the bottom of the screen shows a user how much time is left on the account and prompts the user to buy more time as the minutes tick down toward zero. Users can purchase time in 5, 10 or 20-hour blocks. The website logs a user out after 15 minutes of idle time and allows for subordinate users under one account. Full Steam Ahead Dr. Steve Cossey Cossey, himself, is a unique specimen. He’s definitely not your average rock hound. Sure, he’s published academic papers on carbonate flow deposits and amalgamation in channel complexes, but he’s also self-published books on blurb, including a volume of poetry and another that deals with the intersection of geology and culture as it concerns the Chicontepec Basin of eastern Mexico. Cossey grew up near Cambridge, England, and studied geology at the University of Wales in Swansea (now Swansea University). He attended graduate school at the University of South Carolina and completed field studies in Tunisia, earning his doctorate in 1978. During the 1980s, Cossey spent time in China, Indonesia and Dubai. He worked for ConocoPhillips, Sohio Petroleum, Standard Oil and BP. In 1995, Cossey left the corporate oil world to strike out on his own, and it was at this time that he began compiling his database. While Cossey hopes the online database helps broaden his user base, he has other prospects in the works. In the fall, Cossey will lead a travel tour to Colombia. One highlight of the trip will be a ride aboard a 1921 Baldwin steam locomotive. “I have a passion for steam engines,” said Cossey, who bought the engine a few years ago and can’t wait to take it out. It’s been sitting in a shed in Bogota — idle — and unlike Cossey who is always on the move traveling and hiking and continually gathering new information for his website to provide users with the most comprehensive, up-to-date oil field and oil reservoir data available. Read about other eXcelisys case studies, click here. The post Geologist Fuels Consulting Biz by Drilling Deeper Into FileMaker Web Technology appeared first on eXcelisys. View the full article
  10. WordPress Theme Considerations By: Fred Morgan WordPress originally began life as a blogging engine, but over time has matured into not only a great content management system (CMS), but also a full-fledged application development framework. Consequently, WordPress holds the lion’s share of the CMS market and its widespread use has spurred the development of countless WordPress themes and plugins to extend its feature set. However, not all WordPress themes and plugins are created equal. There is so much variation in the way a WordPress theme (and plugin) are developed for WordPress that I am never really sure if I like it or not until I install it and start working with it on the back end. That being said, here are a few things to consider before making your WordPress theme purchase to reduce the risk of ending up with a theme you are not satisfied with. 1. Is the WordPress theme responsive? If not, forget it and move on to the next option. People will be accessing your site from smartphones, tablets, and computers with various size monitors. A responsive WordPress theme will automatically adjust to the screen size of the device that is requesting the page and the menus and other resources will reformat accordingly. In today’s web world, it is absolutely critical that your site is responsive so your audience has a consistent user experience optimized for the device they are using. Responsive themes are developed using CSS and HTML, and the CSS files can get very complex with all of the rules required to address the myriad devices in use today. Some developers choose to write their own CSS for this purpose, which is fine so long as it works, however, my favorite themes are built with Bootstrap. Not only is Bootstrap a complete front end framework containing fully-baked responsive CSS and robust JavaScript elements that are simple to implement, it is also by far the most used framework on the web. Since virtually all professional web developers are familiar with Bootstrap, choosing a theme that is built around this framework will ensure that your developer will be able to customize your theme with minimal effort, which means time and cost savings for you. 2. Is the theme well documented and supported by the author? My favorite themes are generally the ones that are well-documented and well-supported. In a marketplace like Theme Forest, you can determine the latter by the comments and reviews posted by people who have purchased the theme so you can see what kind of issues they have encountered as they have installed and configured it. You should also choose a theme that is updated regularly as new versions of WP and required plugins are released. A theme that is documented and supported well by the author will make the development effort much quicker, and since time = money, it will also be less expensive in the long run. 3. Is the WordPress theme compatible with the current version of WordPress? This probably goes without saying, but any time you purchase a WordPress theme you should make sure it is compatible with the current version of WordPress. WordPress has changed significantly over the years and the later releases implement features and libraries that may not be compatible with older themes. 4. What assets are included with the WordPress theme? Many WordPress themes do not include the assets (images) shown in the demo. This often leaves you with a lot of graphic placeholders that need to be replaced with your own images. This is fine for a general purpose theme, but can be a real pain to rebuild like the demo that the you or your client fell in love with if you purchase a WordPress theme for a particular vertical market (e.g., a hair salon or restaurant) it looks . 5. Does the WordPress theme come with an XML import file for demo content? If the WordPress theme includes an XML import file, it will make your life much easier. An XML import makes it very easy to set up the theme just like the demo. Importing the XML file will typically create the menus and sample pages as well as download the image assets into the media library. This allows you to start with the theme set up just like the demo and begin making your modifications from that point, rather than having to build all of the pages, menus, etc. from scratch. It is always easier to edit pages and menus that have already been created than to build it all from the ground up. 6. What plugins are required by the WordPress theme and are they well supported? WordPress themes can have required plugins so it is a good idea to take a look at those WordPress plugins to make sure they are also well documented, supported, and regularly updated. WordPress is frequently updated and can be set to do so automatically. This is a convenient feature because many of the updates are security-related. However, it is possible that a WordPress core update could cause one or more of your plugins to not function properly. There are literally thousands of plugins available for WordPress, so be careful when selecting plugins that will be an integral component of the design or functionality of your site. Just because it looks pretty now doesn’t mean you won’t have issues with it later when a security vulnerability is discovered and the plugin has to be disabled until it is patched. 7. Is the WordPress theme specifically designed for (or at least compatible with) the plugins you intend to use? If you intend to use a plugin like WooCommerce (a very popular e-commerce plugin) or BuddyPress to provide core functionality for your site, it is important to choose a theme that is either specifically designed for, or at least compatible with, that plugin. 8. How important is page load speed to you? Page load speed is always something to consider with WordPress. Because your site’s content is housed in a MySQL database, each page load requires the web server to interact with the database server and wait for responses. This can often cause some lag with the page load speed, especially in shared hosting environments. WordPress themes range from clean and minimalist to heavily designed, and which is best is really a matter of preference. However, themes and plugins load libraries and resources (e.g., css and javascript files), and some of them can contribute to slow page load speeds. This can be true for even a minimalist theme. For instance, BuddyPress is a very popular community building plugin, but it is also a rather large application in and of itself with quite a bit of overhead. Complex plugins like this (or ecommerce plugins) can cause even a minimalist theme to become bloated and ultimately lag. Consequently, if page load speed is important to you, doing a page load speed analysis is a good idea. Google provides a free tool for this purpose at: https://developers.google.com/speed/pagespeed/. Running the test on the demo site for the theme may not provide the most accurate results since demos are typically embedded within the marketplace site. This may make page load speeds appear longer than they would if the theme were installed on your site. However, running tests on various themes within the same marketplace should help you see how they compare to each other in terms of speed. Performance testing should be repeated once the theme is installed in its base configuration within your own hosting configuration, after activating all of the plugins you intend to use. Scrapping a theme and choosing a different one at this point is much less expensive than waiting until significant development effort has been expended and finding out then that the theme or plugins have some inherent issues affecting page load speed. 9. Is the WordPress theme highly rated by other users? As mentioned in the first point of this article, a WordPress theme can look good on the front end but be a disaster on the back end and there is no way of knowing for sure until you install it and begin working with it. This is where purchasing your theme from an online marketplace can be advantageous compared to purchasing directly from the developer. A theme marketplace like Envato Market will typically offer reviews from other users who have purchased the theme in the past. The review system allows users to rate the theme and post comments regarding what they found challenging/serendipitous to work with, the quality of support offered by the theme developer, etc. These reviews can help sort out the good from the bad before spending your hard earned cash on a theme purchase. Of course, there are other things you may want to consider depending on your particular needs, but this list should get you headed in the right direction. **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ WordPress consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com) eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235. ** eXcelisys, Inc. is an independent entity and this web site/information/blog post has not been authorized, sponsored, or otherwise affiliated with The WordPress Foundation, WordCamp, or the WordPress open source project. The post Basics Before You Purchase a WordPress Theme appeared first on eXcelisys. View the full article
  11. Hierarchical Portal Filtering using FileMaker Pro 15 By Andy Persons Way back in 1996/97, I developed my original hierarchical portal filtering technique using FileMaker Pro 3. Twenty years later, we decided to take another look and update it for FileMaker Pro 15. Several alternate approaches have been developed in the interim for the hierarchical portal filtering technique (including a “lite” approach by my colleague Doug West). After reviewing them, we believe the original approach still has merit as one option to consider. Hierarchy Lite Advantages The Lite approach on the hierarchical portal filtering technique focuses on ease of implementation. It works to abstract the hierarchy logic using features like global variables and portal filtering, entailing fewer schema changes and requiring fewer changes after pasting scripts and fields. Download Doug West’s version of Hierarchy Lite Demo Hierarchy Classic Advantages The Classic approach to the hierarchical portal filtering technique uses a multikey in a global primary key field to filter records. This requires more work to implement and more schema changes, but can result in improved performance in certain circumstances such as high numbers of related records or WAN deployments. This is because records are filtered at the relational level rather than the portal filter level. Records that won’t be displayed simply aren’t downloaded in the first place rather than being downloaded and filtered after the fact. Leveraging New FileMaker Pro 15 Features We were also able to take advantage of several features that have been added since FileMaker Pro 3: Button Bars: the text for the Expand All/Collapse All button toggle takes advantage of calculated Button Bars Script Triggers: Indented arrows use repeating calculation fields with OnEnter script triggers to simulate “repeating buttons” CSS: allows us to hide the In Focus formatting of the repeating field to preserve the button-like behavior Download Revised Version Hierarchy Advanced 2.0 Features (coming soon) This refreshing of the original technique also sets the stage for more advanced features that we’ll be releasing in subsequent demos: Dynamic sorting by any field Drag-and-drop sorting and reassignment Stay tuned for Pt2 and Pt3! **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ FileMaker Pro consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235 | info@excelisys.com
  12. Hierarchical Portal Filtering using FileMaker Pro 15 By Andy Persons Way back in 1996/97, I developed my original hierarchical portal filtering technique using FileMaker Pro 3. Twenty years later, we decided to take another look and update it for FileMaker Pro 15. Several alternate approaches have been developed in the interim for the hierarchical portal filtering technique (including a “lite” approach by my colleague Doug West). After reviewing them, we believe the original approach still has merit as one option to consider. Hierarchy Lite Advantages The Lite approach on the hierarchical portal filtering technique focuses on ease of implementation. It works to abstract the hierarchy logic using features like global variables and portal filtering, entailing fewer schema changes and requiring fewer changes after pasting scripts and fields. Download Doug West’s version of Hierarchy Lite Demo Hierarchy Classic Advantages The Classic approach to the hierarchical portal filtering technique uses a multikey in a global primary key field to filter records. This requires more work to implement and more schema changes, but can result in improved performance in certain circumstances such as high numbers of related records or WAN deployments. This is because records are filtered at the relational level rather than the portal filter level. Records that won’t be displayed simply aren’t downloaded in the first place rather than being downloaded and filtered after the fact. Leveraging New FileMaker Pro 15 Features We were also able to take advantage of several features that have been added since FileMaker Pro 3: Button Bars: the text for the Expand All/Collapse All button toggle takes advantage of calculated Button Bars Script Triggers: Indented arrows use repeating calculation fields with OnEnter script triggers to simulate “repeating buttons” CSS: allows us to hide the In Focus formatting of the repeating field to preserve the button-like behavior Download Revised Version Hierarchy Advanced 2.0 Features (coming soon) This refreshing of the original technique also sets the stage for more advanced features that we’ll be releasing in subsequent demos: Dynamic sorting by any field Drag-and-drop sorting and reassignment Stay tuned for Pt2 and Pt3! **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ FileMaker Pro consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235 | info@excelisys.comThe post FileMaker Pro Hierarchical Portal Filtering 2.1 appeared first on eXcelisys. View the full article
  13. Custom Mobile App Puts iPads Out to Pasture (Literally) A farmer loads liquid feed from a distillery in Owensboro, KY, 1938 / Russell Lee, U.S. Farm Security Administration Cattle farmers have been using liquid feed supplements for more than a century. The practice is not new. What has changed over time, though, is the delivery process and precision with which dealers can custom formulate liquid feeds to meet the specific needs of individual livestock herds. Decades ago, farmers squirted liquid supplements (like molasses) onto hay bales in hopes that the sticky sweetness would inspire the cows to eat more food. Today, farmers use troughs to deliver nutrient-dense, molasses-based liquid elixirs to beef cattle to keep them growing at a steady, ready-for-market pace. These palatable, nutritionally balanced supplements include additives like protein, energy, vitamins and minerals. It sounds simple enough. Mix the ingredients together and pump the watery tincture into a trough. But a system like this is a recipe for inconsistency and failure. If the liquid feed is too tasty sweet, the cows will overeat; if the liquid feed is too bitter, they won’t eat enough and will miss out on the nutritional supplements being delivered by the liquid feed. Balance is key — with constant readjustments. Maintaining product uniformity within and between batches requires persistence, skill and a whole lot of math. In 2012, higher-ups at CowBos Liquid Feeds (a division of the Penny Newman Grain Co.) began to wonder if there was a better way to calculate feed usage and mix percentages of the CowBos liquid feed supplement. At the time, vendors used scratch paper, pens and calculators to compute feed-mix ratios. Now, they have an iPad app that figures the calculations for them smack dab in the middle of the muddy, cow-packed pasture. CowBos (think “Cow Boss”) is a division of the Penny Newman Grain Co. (Literally) Picture the situation. Each day, CowBos distributors drive their CowBos tankers out to cattle farms. On board, they have a “sweet” liquid feed and a “bitter” liquid feed. At each trough, the driver is tasked with figuring out how much of each substance to add to maintain optimal proportions of protein, energy and minerals for the specific herd feeding from the trough.Think of the variables; the size of the trough matters, the size of the herd matters, the type of dry food the cattle are consuming matters, the leftovers matter — not just the amount but also the bitter-to-sweet ratio of the carryover. If the cows are eating too much, more bitter feed can be added. If they are not eating enough, more sweet feed can be added. After analyzing all of these variables, the driver figures out a mixture ratio for the new delivery — maybe it’s 50/50 bitter-to-sweet, or 75/25 bitter-to-sweet. For years, CowBos vendors made these calculations by hand. Imagine the time devoted to the task. The system was also time-consuming on the invoicing end. Under the paper-based system, CowBos dealers had to sort through the paper slips provided by the drivers in order to invoice the cattle ranchers each month. In 2012, CowBos execs approached eXcelisys with the idea of creating an iPad app to streamline operations. After a development process as tricky as roping a steer, eXcelisys designed a custom FileMaker Go solution that distributors can use out in the field to do all of their mix percentages and feed usage calculations. The driver takes measurements at the trough, inputs the numbers and gets instant feedback on the precise bitter/sweet mixture that needs to be added. The solution uses MirrorSync2 by 360Works to transmit the data back to the main Penny Newman server when the iPad makes a network connection through either wifi or cell. In this way, Penny Newman’s corporate headquarters gets detailed, timely reports on how ranchers are using its product. The quick data access and analysis also helps Penny Newman continue to refine its product and processes to stay ahead of the competition. The eXcelisys custom FileMaker Go iPad app shows a detail screen for each pasture serviced. In 2014, the eXcelisys-built CowBos app won the American Feed Industry Association’s Information Technology Innovation Award — an annual contest sponsored by Feed & Grain, the American Feed Industry Association and AgGateway. The award recognizes technological advancements in the feed and food industry. The CowBos app received recognition because it allowed CowBos dealers to increase productivity in the field by helping distributors make their calculations more quickly and accurately. The app also helped reduce time spent on billing because of the digital recordkeeping and automated invoicing that were built into the FileMaker Pro custom database system. In addition, the captured data proved useful for ranchers, who now have accurate, cost-per-head reporting to help them budget for food supplements. Dealers use this trough service screen to enter their service data for the day. The dealer inputs the number of days the feed needs to last, the gallons of feed still remaining and the target ratio for the bitter/sweet mix. After the data has been entered, the CowBos app calculates how many gallons of the sweet mix and bitter mix to add. “That’s freaking awesome!”, eXcelisys developer Rob Poelking said after learning that Penny Newman had won the award based on work he had completed. eXcelisys was pleasantly surprised to find that the CowBos app had won an award when the discovery was recently made by one of its Internet-surfing staff members.Rick Middleton served as the eXcelisys account manager for the project. He reports that the software solution has helped Penny Newman corporate by giving it an edge as a sales tool in the competitive liquid-feed market. “They can pitch it to distributors — we have a tool we use — you don’t have to figure it all by yourself.” The app is kind of a cash cow. It has increased sales for Penny Newman while decreasing administrative costs for dealers. As reported in Feed & Grain magazine, the new technology has boosted sales, improved billing and led to more accurate food supplement recommendations. For eXcelisys, the CowBos solution was challenging — but in a good way. While working on the project, Poelking learned that he really does like math. Through the complex algorithms that had to be written into the program, Poelking discovered the power and elegance of mathematical formulas. He said that working on the CowBos solution has prepared him to tackle future eXcelisys builds that involve brain-busting formulas and he’s eagerly awaiting his next mathematical challenge.The post FileMaker Go Drives Cattle Feed Firm into the 21st Century appeared first on eXcelisys. View the full article
  14. FileMaker Pro Progress Bars, chapter 5: Gantt-Man By Andy Persons In which nothing can Bar our intrepid code from Progressing to Uncharted territory! We received an interesting variety of responses to our FileMaker Pro Progress Bars demo files. Can you make it show an image for the foreground? How about an animated gif? It’s too blurry; can you sharpen it up? Any chance it can do my taxes? One of the requests that piqued our interest was the ability to have the foreground color appear in the middle of the bar. That is, to be able to specify a background color segment, then a foreground color, then a background color. Sure, we could do that, but why stop with a ham sandwich when you can throw a luau? So we donned our grass skirts and created the ability to generate Gantt charts. This FileMaker Pro progress bars demo file showcases our GanttChart() custom function that allows you to specify an unlimited number of segments via a return-delimited list. Each line in the list should specify a percentage (where the segment begins) and the color of the segment (in base64; don’t worry, we also provided a tool to convert from RGB colors to base64). Of course, this custom function could also be used for a host of other purposes, including: Stacked bar charts Dynamic interface elements, where the ability to specify the color on the fly is crucial (since FileMaker Pro’s styling doesn’t allow for that). Possibly even bar codes, although we haven’t tested that one Also, remember you can rotate elements in FileMaker Pro, in case you wanted to use this vertically. Oh and we decided to throw in the autofocus as well by upgrading the base graphic from 100 pixels to 1000. This should eliminate the blurred edges that some users experienced when they expanded the container to very large sizes. Download the demo file and give it a whirl! Hope you enjoy it! *This article is provided for free and as-is, use and play at your own risk – but have fun! Excelisys does not provide free support or assistance with any of the above. If you would like help or assistance, please consider retaining Excelisys’ FileMaker Pro consulting & development services. About Excelisys, Inc.: Founded in 2001, Excelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. Excelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of FileMaker Pro and FileMaker Go database solutions, MySQL, PHP, CodeIgnitor, PostgreSQL, QuickBooks-FileMaker Pro Integration, Excel and MS Access to FileMaker Pro conversions/migrations, iPhone and iPad business solutions, and other various database frameworks and web technologies that automate your organization’s data solution needs for use on the web, mobile, and desktop platforms. Contact Excelisys today for a free estimate and consultation about your business software automation needs @ 866-592-9235.
  15. Ready to Play Hide and Seek with a Button in a FileMaker Pro Portal Row? By Rob Poelking I just figured this out and thought it was cool enough to share with you. It’s pretty commonplace to put a button over a FileMaker Pro portal row object to trigger an event related to that particular row. But sometimes you don’t want a button across the entire row. So then we typically put a visual button off to the side like an “edit” button, but the result can be unsightly seeing “edit” repeated a dozen times on the screen. So, what if you could just display the edit button when that row was active. In FileMaker 13, you can with the new hide object feature. So, to set this up, I had to add a field in the related table as an unstored calculation Get ( RecordNumber ). Then, I had to name the portal object. Now using the function to GetLayoutObjectAttribute, I can dynamically show the button only with the portal row is active with this calculation: not ( GetLayoutObjectAttribute ( “portal” ; “hasFocus” ) and (Get ( ActivePortalRowNumber ) = myPortal::RECORDNUMBER ) ) Download the demo file and give it a whirl! This is not the only way to provide this button in a FileMaker Pro portal row functionality. After reviewing, Doug West offered up an idea by simply using a global variable to achieve the same effect. Either method provides an intuitive user interface that allows a user to select an item in a list before taking action on it. This also works well in FileMaker Go where unintentional taps don’t accidentally set off an unintended process. Happy FileMaking 🙂 *This article is provided for free and as-is, use and play at your own risk – but have fun! Excelisys does not provide free support or assistance with any of the above. If you would like help or assistance, please consider retaining Excelisys’ FileMaker Pro consulting & development services. About Excelisys, Inc.: Founded in 2001, Excelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. Excelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of FileMaker Pro and FileMaker Go database solutions, MySQL, PHP, CodeIgnitor, PostgreSQL, QuickBooks-FileMaker Pro Integration, Excel and MS Access to FileMaker Pro conversions/migrations, iPhone and iPad business solutions, and other various database frameworks and web technologies that automate your organization’s data solution needs for use on the web, mobile, and desktop platforms. Contact Excelisys today for a free estimate and consultation about your business software automation needs @ 866-592-9235.