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Discover the Claris Platform

A blog by uLearnIT in Affiliate Blogs

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About this blog

Learning all about the Claris Platform by uLearnIT

Entries in this blog

Claris Platform: Use Case Planning

The new Claris platform offers some interesting potential for implementing data solutions in your organisation. You may be brand new to Claris, or a seasoned FileMaker user with existing solutions. Either way, the best way to look at the Claris platform is with a new problem that you need to solve. In this article, we will start to look at the planning and implementation required to get a Claris platform solution up and running. We will start from scratch — nothing built yet, so nothing to consi

Claris Platform: Making The Switch

If you are in any way connected with the world of Claris, you will have heard about the new Claris platform. With a soft release in September 2022, things have been progressing in all products across the platform. If you want to catch up, have a read of our previous article “Introducing the Claris platform” and a curated pathway on the Claris Community. Now we are six months down the track, many people are asking whether they should switch from the FileMaker platform to the Claris platform? What

Claris Pro: File Conversion

Claris Pro has a new file extension with an updated file format to make files compatible with all Claris platform products. The new extension is .claris for all Claris Pro files. When you create a new file with Claris Pro, it will naturally have the .claris extension. This article is for existing FileMaker Pro users who are switching to the new Claris Pro. Any existing .fmp12 files will need to be converted before they can be opened with Claris Pro. Conversion Basics Converting a single .fmp12 f

Claris Studio: List View

Claris Studio has another View called List. It is used to group records to keep track of them by category. List is the newest of the current set of Views available in Claris Studio. We have covered the other types of Views in previous articles: Spreadsheet Form Dashboard Kanban List-Detail When working with a table in Claris Studio, you will likely need a combination of Views to manage the data effectively. Also remember that for each Table, you can have more than one View of any type. What is a

Claris Studio: List-Detail View

Yet another way to view your data in Claris Studio is with List-Detail. This type of view is also called master-detail. Although you may not know the name, you will likely be quite familiar with this view from other apps such as Mail or Contacts. The interface is made up of a master list and a detail area. When an item is selected in the list, the details are displayed in the detail area. The list usually displays key data about each item; the detail shows more data for the selected item. List-D

Claris Studio: Kanban View

Kanban is a View that uses columns to categorise tasks. This is most commonly used to track progress of tasks in a project. In this article we will look at the features and benefits of Claris Studio Kanban Views. What is Kanban? Kanban is a Japanese word meaning “visual sign”. It originated as a scheduling system at Toyota to help with “just in time” (or Lean) manufacturing. At the beginning of 2007, the Kanban Method became popular in areas like Research and Development, and software developmen

Claris Studio: Dashboards

Dashboards are a way to visualise your data. This can be done with charts and summaries. In this article, we will dive into all the options provided by Claris Studio. As with other Views, a Manager can add a Dashboard View to a Hub so that it can be accessed by Members. Managers can access the Dashboard View directly for editing or view a Hub for standard use. Create Dashboard A Dashboard is one of the Views provided by Claris Studio. Unlike other Views, it is not created directly — create a Das

Claris Studio: Security

In this article, we consider the current state of security when using Claris Studio. We will look at the levels of access to Claris Studio, discuss Claris ID, and using Claris Studio features. Claris Studio Access Claris Studio currently provides four levels of access: Team Manager Manager Member Anonymous All except Anonymous require a Claris ID. There is one Team Manager for each Claris Studio instance. This is the Claris ID used to purchase the licensing (or to sign up for the freemium produc

Claris Studio: Spreadsheet View

Updated 23 December 2022 Claris Studio provides a range of Views for each table of data. In this article, we will look in depth at Spreadsheet View. This View packs a lot of functionality and features, so this article is quite long. Spreadsheet View is a standard view of columns and rows that you are likely familiar with from using Excel. Generally, the following pairs of terms are used interchangeably: row and record column and field Spreadsheet viewThe View has three bars above the column head

Claris Studio: Edit Web Forms

In our last article, Claris Studio: Create And Share Web Forms, we looked at the basics of creating a web form and sharing it with the public via a web URL. Now we move on to editing the Form provided, looking at the tools and features of Claris Studio Forms. Just a reminder that Claris Studio is rapidly evolving, but we will try to keep this article updated as tools and features change. Creating a Form If you Create New View in Claris Studio, it creates a new table and two views — a Form and a

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