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Happy holidays, everybody! Simple request: I want to set a calculated flag in a parent table's field so if any of that parent record's children has the word, Yes, in a specific text field it would set a value in the flag field. I tried the following but the syntax is getting the better of me; as always, your help is greatly appreciated! The flag calc is easy; the ExecuteSQL syntax is hard. Of course, if there's a native way in FileMaker Pro to do it I'm all for it! Parent table name: TEST Child table name: STANDARD_1 Fieldname in TEST: YesFlag__lxt Fieldname in RESULT: PassedYN__lxt ExecuteSQL ( "SELECT COUNT ( STANDARD_1::PassedYN__lxt ) FROM RESULT WHERE STANDARD_1::PassedYN__lxt = 'Yes' " ; "" ; "" )
PCIPal posted a topic in Core5 Starter EditionOnce you have Core5 connected to QuickBooks, you can import QuickBooks data. 1. Click the 'Import Items' button. 2. You will be notified how many items were imported into Core5. 3. Click the 'Import Taxes' button. 4. You will be notified how many sales tax items were imported into Core5. 5. Click the 'Import Customers' button. 6. You will be notified how many customers were imported into Core5. 7. Click the 'Import Vendors' button. 8. You will be notified how many vendors were imported into Core5. 9. You can verify items and taxes in Core5 by going to their respective tabs. 10. You can verify customers and vendors in Core5 by going to the Contacts module.
PCIPal posted a topic in Core5 Starter EditionIf you are using QuickBooks, you will need to add or modify the items in your QuickBooks company file first. Then, open the Core5 preferences and re-import the Items. This will not delete any existing items, but will update existing items and add any new items into Core5. If you are not using QuickBooks, go to the Items tab in the Core5 Preferences. You will see a '+' button to the left of the labels. Press the '+' button and enter in the item name, item description, and unit price.
PCIPal posted a topic in Core5 Starter EditionIf you are using QuickBooks, you will need to add or modify the tax items in your QuickBooks company file first. Then, open the Core5 preferences and re-import the Taxes. This will not delete any existing taxes, but will update existing taxes and add any new taxes into Core5. If you are not using QuickBooks, go to the Taxes tab in the Core5 Preferences. You will see a '+' button to the left of the labels. Press the '+' button and enter in the tax name, tax description, and rate.
There are two ways to push contacts to QuickBooks from Core5. If you wish to push a single contact, please see Workflow 1. If you wish to push a set of contacts, please see Workflow 2. Workflow 1: 1. Navigate to the contact you wish to push to QuickBooks in the Contacts module. 2. Make sure that a Type is specified for the contact. Customers and Leads will be pushed to Customers in QuickBooks. Vendors will be pushed to Vendors in QuickBooks. 3. Make sure that the contact has a first and/or last name. Contact pushed from Core5 to QuickBooks will use a combination of First and Last Name to label the contact in QuickBooks. ie. (John Smith). 4. Make sure QuickBooks and your company file are open. 5. Press the button labeled 'Push to QB'. 6. Once pushed to QuickBooks, the contact record's icon will turn green. 7. You can view the contact in QuickBooks by pressing the 'View in QB' button. Workflow 2: 1. Navigate to the Dashboard module. 2. Click the side navigation button labeled 'Contacts' to view Contacts. 3. Apply any filters you wish to have. 4. Make sure QuickBooks and your company file are open. 5. Press the button labeled 'Push All to QB'. 6. Once pushed to QuickBooks, the contact' icons will turn green. 7. You can view each individual contact in QuickBooks by navigating to the contact in the Contacts Module and pressing the 'View in QB' button.
There are two ways to push invoices to QuickBooks from Core5. If you wish to push a single invoice, please see workflow 1. If you wish to push a set of invoices, please see workflow 2. Workflow 1: 1. Navigate to the invoice you wish to push to QuickBooks in the Sales module. 2. Make sure that the sale has a type of Invoice. Estimates and Orders cannot be pushed to QuickBooks with the current version of Core5. 3. Make sure that the invoice is linked to a contact. If the contact hasn't been pushed to QuickBooks yet, Core5 will push the contact to QuickBooks before pushing the invoice. 4. Make sure that the invoice has at least one line item. QuickBooks requires an invoice to have at least one line item. 5. Press the button labeled 'Push to QB'. 6. Once pushed to QuickBooks, the invoice's icon will turn green. 7. You can view the invoice in QuickBooks by pressing the 'View in QB' button. Workflow 2: 1. Navigate to the Dashboard module. 2. Click the side navigation button labeled 'Invoices' to view invoices. 3. Apply any filters you wish to have. 4. Make sure QuickBooks and your company file are open. 5. Press the button labeled 'Push All to QB'. 6. Once pushed to QuickBooks, the invoices' icons will turn green. 7. You can view each individual invoice in QuickBooks by navigating to the invoice in the Sales module and pressing the 'View in QB' button. Import Notes: QuickBooks requires customers to be posted/pushed to QuickBooks prior to posting an invoice. If you receive an error message, check to make sure your customer has been posted first. Core5 posts invoices to QuickBooks. Estimates and orders need to be changed to an Invoice in order to be posted to QuickBooks Core5 does not post invoices to vendors. Please ensure you the contact linked to your invoice is a customer.
Users are added in the Core5 Preferences. Your first account will be created during the first time setup. 1. Navigate to the Core5 Preferences. 2. Go to the 'Accounts' tab. 3. Press the '+' button to add a new user. 4. Enter a username. 5. Enter a password. 6. Enter a confirmation password. 7. Press 'Submit' 8. Core5 can now be accessed using the account that was created.
PCIPal posted a topic in Core5 Starter Edition1. Navigate to the Core5 Preferences. 2. Go to the 'Accounts' tab 3. Locate the user you wish to disable. 4. Uncheck the box under the 'Active' column. 5. Approve disabling the user. 6. The user is now disabled from accessing Core5. 7. The user can be re-enabled at any time by checking the 'Active' box.
PCIPal posted a topic in Core5 Starter EditionCore5 Desktop Edition for Windows is a stand-alone application and can be run by launching the Core5.exe file included in the product bundle. We recommend pinning the Core5 FileMaker application to your Windows taskbar to easily launch again. If you will be using QuickBooks with Core5, the FM Books Connector plug-in will need to be installed. You will have the option to install a demo version of the plug-in during the initial setup. If you wish to install and register the plug-in at a later time, you can do so in the Core5 preferences. See "How do I setup QuickBooks with Core5?" for more details.
In order to connect Core5 with QuickBooks, the FM Books Connector plug-in must first be installed. This can be done during the first time setup process or from the Core5 preferences at any time. To install the plug-in from the preferences, open the Core5 preferences using the gear icon from any module. 1. Check the box on the Company Info tab labeled "Check this box if you intend to integrate the solution with QuickBooks". 2. Go to the QuickBooks Tab 3. Click the 'Install' button. You will be presented with a 10 second splash screen for the plug-in. This splash screen will go away once the plug-in is registered with a license purchased at Productive Computing, Inc. 4. Enter in your purchased FM Books Connector license in the field labeled "License ID" or leave in the existing Demo license. If for some reason, no Demo license is present, please contact Productive Computing, Inc. and we can provide you with a Demo license code. 5. Click the 'Register' button. If a valid license was entered, you will be presented with a dialog that says you have successfully registered the plug-in. 6. Open QuickBooks and your company file. 7. Click the "Test Connection" button. This will attempt to connect to your QuickBooks company file. 8. Open QuickBooks and follow the instructions to allow the FM Books Connector to communicate with QuickBooks. 9. Once allowed to communicate with Core5, the Core5 preferences will update to display some details about the version of QuickBooks it has connected with. 10. Core5 is now connected with your QuickBooks company file.
I always recommend that users do not call all the functions in one script step because it is hard to trap for errors, amongst other things. The error will be prevalent in the plugin log file but it will be easier to troubleshoot in the future if you change it over to separate function calls and then check for "ERROR" as the value of the variable and then if it equals "ERROR" call EmailLastError and display it in a dialog or set it to a field
It's a plugin error but it's not capturing the EmailLastError. The $result = 0 but EmailLastError is empty. I think I've seen this before when it's all bundled into one Set Variable rather than each step broken out. Do I just need to set each step one by one? Hey Ryan - don't worry, I set the attach steps as separate set variable steps and it works ok now. That's fine for my purposes. Thanks for you help.
Thanks Ryan. Turns out the answer is no, it's not happening consistently! I just set up a test record and tried it and it's now working fine. I had the user try it and it worked fine. Let's put that one down to a little gremlin that has gone away. However, they are now reporting that if one of the container fields is empty that they get an error, despite the code above trying to say if the field is not empty then attach the contents else do nothing. Is there a different way of handling this in one script step? All this does happen in one Set Variable step, from EmailConnectSMTP through Create, Set Body, AttachFile (x3 as above), Send and Disconnect. Do I need to trim the result or anything? Thanks
Hi SoundEssential, Does this happen consistently? If you change the names of the pdfs in the container fields so that they are unique (ex. change one to untitled1.pdf) do you see the same results?
ok, I do have FMP14 so I downloaded the version 3.05 and am trying to use it with FMP14. I successfully created a new campaign and sent it off successfully. But, the same issue is arising. When I try to get results, I get 0 deliverys, 0 bounces, 0 unsubscribed, 0 complaints but 31 views and 1 click (there really was nothing to click in this particular campaign). I did this from the FMP file that came with the download of the latest version - I did not copy tables and scripts into another db. When I go to my account on Amazon, I can see the total number of deliveries for a particular time-frame but not the number for a particular campaign, nor are the deliveries noted with email addresses. Can you help? thanks - Martie
Your graph doesn't match your SQL -- fkItemsID vs. fkItemID , fkyearsID vs. fkyearID -- so first thing is double check the field names are correct. It doesn't look like you need a join. You're selecting a field from AssignedYears, querying a field from AssignedYears, and sorting by a field in AssignedYears. All same table.
Hi all My scheduled server scripts call up my onwindowopen startup script, which is great. I specify that the startup script exits if it is being run from the server. The actual scheduled script then runs fine. However I don't want any of my scheduled scripts to run if the plugins are not enabled on the server. I thought I could achieve this by utilising the 'halt' script step on the startup script in the event that the plugins were found not to be enabled. While it does halt the startup script, it does not also halt the script that called it up (the scheduled script). I'm guessing though that this is because the scheduled script has not actually 'called' the startup script. Should it work the way I expected? Or is there a way to disable the running of scheduled scripts without having to specify in each individual one that they should not run if there is no plugin. MT
Genelia replied to Genelia's topic in FileMaker Server 14Yes i am entring Accountname/Password of Admin console( Filemaker server).
Hi. Im stuck. Im trying to access a file on our Intranet that is a dynamically created CSV file. One of our other departments programmed a database that is web based. A visitor uses a web browser and when they click a link, the link generates a CSV file which is then download through the browser (like any other file would be). The CSV doesn't actually exist on the server. I know the URL, and Im trying to get the file to download and then upload the file into a container field. Ive tried Insert From URL, but I get a connection error (the link uses https://). Any ideas? Ive tested with Base Elements plugin also, but Im stuck. Any help is appreciated.
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mbust replied to fmjv808's topic in 360Works Email PluginI installed the email plug in v. 3.05. Also, I did not reinstall FM. Only the plugin, after deleting only the older plugins.
fmjv808 replied to fmjv808's topic in 360Works Email PluginV3.05
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