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FileMaker Magazine

A blog by FileMaker Magazine in Affiliate Blogs

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Entries in this blog

FileMaker Sharing Steps

Having recently consulted with a newer developer unfamiliar with the way FileMaker hosting/sharing works, I found that discussing the process would be a good primer for anyone just starting with FileMaker. If you've only ever worked or developed your file on your local machine, then learning how to host that file will be a big benefit. Especially if you need to collaborate with another developer. One of the key benefits of developing with FileMaker is the fact that it allows for collaborative l

Restoring User Environments

Over the years I've created a number of videos about restoring user state. Returning windows to their last viewed location, restoring tabs and slider panels to those last viewed, etc. I've also created videos about super quick startup and managing users within a Users table. What I haven't shown is how I combine all of those processes into a powerful user environment restoration routine. Along with highly maintainable (and transportable) code. I've used this approach on most all of the solution

Get ( LastMessageChoice ) - Show Custom Dialog tricks

Sometimes, it's just good to reflect on how you use certain FileMaker features. You know, the simple ones. Like Show Custom Dialog and Get ( LastMessageChoice ). If you use FileMaker for mobile a lot, then Show Custom Dialog is a great way to go. With Desktop, you might have less than optimal results because users can reposition and resize the dialog. Aside from those few issues, however, it's probably one of those script steps you find yourself sprinkling all around your FileMaker solution. Th

Learning FileMaker Functions

When you really want to master creating all kinds of powerful solutions within FileMaker, then you'll have to be familiar with as many functions as possible. In fact, it doesn't hurt to know and have used every single one at least once or twice. The sooner you become familiar, the more things you'll be able to accomplish. Reflecting on my own journey with learning all of FileMaker's functions, I remembered working with a dog-eared paper manual with sticky notes popping out all over the place. T

Learning JavaScript in FileMaker

Some developers who start with FileMaker never extend beyond it. Hopefully, that's not you. Or, at least you're willing to look into learning some other languages and see how they can benefit your FileMaker solutions! In FileMaker 19 we gained both a new script step named "Perform JavaScript in Web Viewer" and a JavaScript function embedded into the Web Viewer named "FileMaker.PerformScript()". If you haven't taken the time to investigate how these new features work, then allow me to give you t

3 Key Uses for Portals

Personally, I've always been dismayed by how portals are positioned within the world of FileMaker instruction. When I see other developers teach about portals, they start with the primary use of portals and then stop. They talk about how portals are there to show related data and that's about it. No way! That's certainly not the end of things. Portals are one of the primary ways to present data however you wish. If portals were limited to simply showing related data based on a normalized schema

Efficient File Storage

Just because you can create container fields doesn't mean you should create them whenever you think you need to store files for a specific table. There are possible solutions which, when implemented creatively, allow you to use one single container field for all of your solution's file storage. True, you may need container fields for other uses, but, when it comes to linking and storing the documents managed within your solution you can get away with one single container field within a single Fi

10 Good Developer Habits & Scripts

Sometimes, it's those little suggestions or tricks which make for a more enjoyable and productive development environment. In this video, I cover some of what I consider to be the most helpful things for working within FileMaker - at least when it comes to scripts and good habits. Hate having to scroll down your long list of scripts in order to target the one script you're working on? Use a Testing Code script. Working with more than one developer and need a good method of communicating what wa

Capture Web Content As Markdown

Learning JavaScript, while also learning FileMaker development, can seem like a daunting task. The trick is to take things little-by-little and pick up those essential skills which allow you to add in the really cool functionality. You don't have to code your own JavaScript library. You just need to be willing to integrate them with that little bit of know-how you acquired. The great thing about this process is building the skills to be able to implement things in a quick fashion. In this video

FileMaker Reporting Fundamentals

In this video we bring you the fundamentals of FileMaker Reporting. Some of FileMaker's features regarding arriving at that perfect report can seem somewhat hidden. The Sliding & Visibility settings are just one example. It can also be a bit difficult in knowing how you can arrive at the perfect Summary report when you don't know which layout parts you do and don't need. If you've struggled with creating that ideal output, whether truly printed or just for a digital PDF, then you'll likely

Custom Dynamic Value Lists

Within the realm of FileMaker development, there are a number of key techniques which allow you to do the types of things you'd normally expect in any development environment. Many of these have been around for many years. In this case, this one, a decade. The unfortunate thing is that some of these obscure methods and techniques just aren't that easy to replicate from memory. Some are hidden in the corners of FileMaker development because they feel like they're "hacks". But, at least they get t

Using Add-ons via a Charting Example

When Add-ons were announced, it sounded like they were going to be the holy grail of transportable code within FileMaker. Thus far, I don't know exactly what the adoption rate is and if the effort is paying off for Claris. I think the concept still has legs; as you can see that the new experience Claris is putting into FileMaker currently leverages what was built. While I have my own personal strong opinions about how Add-ons were implemented and are currently used, there's no doubt you can sav

FileMaker Date Formats & Functions

When first starting with FileMaker, I remember learning all the default Date/Time/Timestamp functions. The documentation for FileMaker is great and the example calculations often lead you in the right direction. One of the things I didn't know about was how dates, times and timestamps were treated internally. More importantly, how this impacted what I wanted to do with date/time calculations and integrating with external systems. Later down the road, I learned about all the other things I neede

Avoiding Record Locks

For many FileMaker systems, the number of concurrent logged in users, especially those who will hit issues with record locks, is often very low. Typically, these types of systems are used within the local area network and you just ask the offending user to unlock the record. However, with the number of remote users logging into a system through the WAN, a variety of things have had to change. The way you architect a database system can't necessarily take the same approach as was done before. As

Prettifying Your UI

One of the most satisfying things about being a solution developer is the opportunity to create the user interface. You get to create, and modify, how users interact with your software creation. It's like shopping for just the right outfit for that perfect occasion. The one which will present your software in just the right light and with the right amount of pizazz. Of course, you have to be willing to update and change your style over time. Nothing stays popular forever - right? So, you consta

Multi-Criteria Portal Filtering

When first using FileMaker's Filter Portal Records feature it's easy to get excited about how you can limit the set of records to exactly what the user needs to see. You start adding a single filter and the result feels like magic. A simple search filter using a global field will let you extra exactly the records you want. It's great! However, when start adding more and more filters things start to get complicated really fast. You have to become super comfortable with creating complex calculati

Universal Record Marking

Who doesn't need to mark subsets of records? I've rarely, if ever, worked on a solution which couldn't take advantage of simple record marking. Whether it's for creating a user based subset or simply toggling an active or favorite value. Marking records is something which should just be standard. So, why not make it both standard and universal. Meaning, you use one single script regardless of whether you're dealing with a current found set of records or a filtered portal - and independent of a

Using Custom Menus

For many FileMaker solutions it's fine to use the default standard FileMaker menus. There are only a few dangerous menu options which can cause serious problems. In fact, learning how FileMaker actually works, via its default menus, is a big benefit in a lot of situations. In some, however, it makes a lot of sense to simply take advantage of being able to implement and use our own menu systems. In this video we walk through how to get started with Custom Menus and how to take advantage of the f

FileMaker Error Codes - How to use them

For anything that could possibly go wrong within FileMaker we have a list of Error Codes. They're easily referenced from within FileMaker's help documentation. While they won't give you the exact solution to any particular error that's happening, they do provide the starting point for where to look and troubleshoot. In this video, we take a look at how to simply use and reference the provided FileMaker error codes. We also look at how you can intentionally cause an error in order to take contro

Choosing the Proper Data Storage

One of the more troublesome questions we ask ourselves as developers is "Am I doing this the right way?". And, while it applies to most all situations, it most certainly applies to data structure. If you don't structure your data well enough, then you either have to restructure it later, and migrate, or try to solve some of your problems in very odd ways. Fortunately, the variety of ways you can actually store data presents a lot of options depending on what type of software you need to create

Best Default Fields

When you consider every little action you take while creating any type of software, if you add all those actions up, you can end up with a lot of extra repeated steps. In consideration of all the fields you may be creating for various utility purposes, along with your normal data fields, it's always a nice idea to take advantage of features which may save you those little bits of time. In this video, and the provided sample file, you'll benefit from using FileMaker's somewhat hidden feature of

Hide Object When Calculations

Sometimes it's nice to revisit the basics and make sure you've covered all your bases when it comes to what you can do with certain features. In this video, I take a good look at using the Hide Object When calculation and cover the various options I'm familiar with. This includes uses for the most basic True/False to an increasingly complex calculation which starts adding more and more operators. I also go over the use of containment objects and how they can simplify the use of the Hide Object

Access Controlled Button Bars

If it's not absolutely necessary, preventing a user from accessing parts of your software is a bit better than letting them know what's possible or what's hidden from them. It also allows a given group of users to focus better without presenting options which may not apply to the functions they perform. In this video and technique file, we take a look at two tricks combined into one. We're making single segments of a button bar hide and show, without resizing, and we're doing this based on a us

Copying Filtered Portal Data

In FileMaker, once you've filtered a portal, which displays a subset of related data, there may be situations where you need to get that data out. A prime example is needing to further manipulate the data within a spreadsheet. A recent solution I was developing had this exact need. I needed to filter some financial data based on a wide date range. Yet, I still needed smaller subsets, think categories, of financial data and wanted to pull that data into a spreadsheet for a separate purpose. In

Saved Search Queries

While there are some features which FileMaker provides natively, I often wonder how heavily they are used. One feature in particular is the Saved Finds feature, which is only available in Find Mode. It's a great feature in terms of convenience, however, its implementation is right on top of the funky developer'ish UI. It's buried many levels deep within multiple dialogs (if you want to modify any of the saved searches) and it's just not as pretty as developing your own within a dedicated layout

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