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Jonathan Hogle

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Jonathan Hogle last won the day on August 5 2016

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About Jonathan Hogle

  • Rank
    Developer

Profile Information

  • Title
    RCC & FMSP Developer
  • Gender
    Male
  • Location
    Portland, Oregon

FileMaker Experience

  • Skill Level
    Expert
  • FM Application
    18

Platform Environment

  • OS Platform
    Mac
  • OS Version
    Mojave 10.14.6

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  1. Thomas, To fix this issue, you will need to make a few adjustments to script " (1287) Scans just finished with ASC 13 (deskop version)" Between line 68 and 69, add the script step "Exit Script [Text Result]: 0" Add the same thing at the very end of the script. This will prevent the issue from happening again. Thanks, Jonathan Hogle
  2. Stephen, The "Deposit" field is from the "Invoices" table, as a way for people to be able to enter an initial payment without having to use the partial payments portal We don't currently have a list of all deposit payments in FM Starting Point. You could perform a find for all records that have anything in the "Deposit" field by going into find mode, and entering a "*" in the "Deposit" field. To create a pre tax subtotal, you will need to set up a field that is a sum of the "Extended Prince" field from "Invoice Line Items" The "Order_Total_Price" field is calculated by a script whenever a line item is added, or the quantity is adjusted in any existing line. The script is called " (1239) Trigger | Update Cached Totals of Individual Invoice Financial Calcs" Thanks, Jonathan Hogle
  3. Sarah, You can use the following commands to help you sort the records: On line 51 add the following line: 1.) "Sort Records" 2.) Change the "With Dialogue" to "Off" 3.) Click the gear icon and select "Specify" 4.) Make sure the table selected at the top is "INVOICE_LINE_ITEM" 5.) Select the "QDate Worked" field If you still have some questions, or if there is anything else we can help you with, please email us at support@rcconsulting.com. That should take care of it. Thanks, Jonathan Hogle
  4. Hello, This issue has been fixed in the latest download of FM Starting Point. Thanks, Jonathan Hogle
  5. José, Those fields are what are called "lookup" fields, in other words, they grab the data from the related record, when the records first related. If you want to force the update to get the address information to come across to your Invoice, you will have to use the magnifying glass button to select your new contact from the Contact search popup. If you need additional help, or have some remaining questions, please email us at support@rcconsulting.com, and we will respond as soon as we can. Thanks, Jonathan Hogle Lead Engineer for FM Starting Point
  6. Hello W.K., In order to do what you're suggesting, you'll have to make some significant modifications to the Invoice Table. See below for the steps required: 1.) Add a field to "Invoice Line Items" to mark an item as out on loan 2.) Add a secondary field in the same table to mark that item as returned. 3.) Write a script that will run whenever you mark an item as "returned" 4.) That script will go to the correct product via the relationship from "Invoice Line Items" and increase the "Amount in Stock" field by whatever the quantity loaned out was. That's the basics of it. If you see this and still need help implementing it, please email us at Support@rcconsulting.com, and ask about our FileMaker Coaching Program. We will get you paired up with a coach who can walk you through this process using Go to Meeting. Thanks, Jonathan Hogle
  7. David, We have a separate product available for purchase that walks you through installing the new calendar into any FileMaker solution. You can download it for $49 here: https://fmstartingpoint.com/marketplace/store/calendar_kit.html If you have any further questions, or would like help customizing your copy of FMSP, or any other FileMaker database, feel free to email us at support@rcconsulting.com Thanks, Jonathan Hogle
  8. Hey Jake, The script is built in to the popover to run when it is closed. To prevent the search from clearing, you will need to make a small edit to a script. We have renumbered our scripts a few times, so without knowing which version of FMSP you are using, I can't give you a number, but the name is "Popover | Add Product Item from Portal Selection Slide Panel". To remove the clear for the portal filter, you will need to do the following steps: 1.) Open the Script Workplace (File>Manage>Scripts or cmd+Shift+S) 2.) Find the "Popover | Add Product Item from Portal Selection Slide Panel" script in the "Invoices" folder 3.) Select the line that says "Set field [T12_Invoices::g_Search;""] and delete it (It's line 9 in the latest version of FMSP) 4.) Make sure you save the change with either cmd/ctrl+S or by selecting "Save" on the dialogue that appears after closing the script That should do it! Let me know if you have any questions, and as always, feel free to email us at support@rcconsulting.com if you'd like help modifying your version of FMSP, or any other FileMaker database! Thanks, Jonathan Hogle
  9. Francois, As Stephen mentioned, there is no Purchase Order system built in to FMSP at this time. If you would like some assistance to add one in, please email us at support@rcconsulting.com, we will be happy to help you out! Thanks, Jonathan Hogle
  10. Hello José, I answered a similar question on this post, but the short answer is it depends on what version of FileMaker you're using, what customizations you have made to FMSP, if any, and how much data you have. For the full, and more detailed answer, check out this link: https://fmforums.com/topic/103717-upgrade-to-fmsp-6-or-not/?do=findComment&comment=473734 Thanks, Jonathan Hogle
  11. Hi José, I understand that you have interest in importing to a new FM Starting Point. There are a couple things to consider. There is NO easy upgrade process for a FileMaker database. An easy upgrade capability doesn’t yet exist as a feature of the FileMaker platform. FileMaker Inc. is aware of this issue and would like to address it in future releases (not sure when though). ***As a totally separate issue *** The FileMaker Program on your computer is easy to upgrade, for example from FileMaker 16 to 18. However, the FileMaker databases themselves take some work. We have a video that covers a conversation on this topic Should I upgrade my copy of FM Starting Point: If upgrading is something you want to do you can do it yourself or hire someone to help you. If you want to do it yourself, you have a couple of options. If you are using FileMaker 17 or newer, you can use the Data Migration Tool. Through the Data Migration Tool, you will be able to copy table data as well as user accounts, custom value lists, and serial numbers. The Data Migration Tool maps all of this automatically. What it does not do is migrate any layouts, scripts, fields, or tables. So keep in mind that you will need to recreate any custom layouts, scripts, fields, or tables in your new copy of FMSP. We have a series of videos (#0265, #2405, and #2406) that cover how to use the Data Migration Tool in our FileMaker Pro 18 Video Course. There is also an option available to you that is built into FMSP. We have an instructional video that covers it. (Video #0713) That video is part of our FileMaker Pro Video course, available here. https://fmtraining.tv/fmpro18.php This video discusses the use of a built in script within FMSP, that helps facilitate the upgrade. This script will ONLY move the data from one version of FMSP to another. If you have made layout or script design changes to your original copy of FM Starting Point then there is no upgrade process that will bring over these changes that you have previously made. To be clear, the automated upgrade script will only take your data from an old version of FM Starting Point and import into a new version of FMSP, it will not move any design changes within the database. If you have made no customizations to the database, in terms of adding new field definitions, customizing the look and feel of a layout, editing or adding scripts, then this will not be problem for you. You can access the upgrade script in the preference screen under the 'Import' tab. Please follow the import steps provided next to the import button. Thanks, Jonathan Hogle
  12. José, In "Preferences" under the "Email Pro" tab, make sure you have "Email Client" selected. If you're attempting to use SMTP, make sure that option is selected, and all the necessary information is entered and accurate. As a note, FileMaker will attempt to send emails through whatever is selected as your default email application. On Mac OSX, that's "Mail" by default. If that's NOT the app you are using to manage your email, be sure to change your default mail app to whatever your app of choice is. Thanks, Jonathan Hogle
  13. Jim Johnson, We use "id_Constant" as a static field that always has a value of "1". This is useful for a variety of reasons, but we typically use it for the following two reasons: 1.) We use that field to relate everything to the "Preference" table. Every record, no matter where you are in the solution, is related to the preference record because of this field. That way we can check different things without having to set variables, or go back to the record every time. A good example of this is the logo on the top right of the screen. That image is in a field in the "Preferences" table, so if we ever need to change it, we can update it in the filed in "Preferences" and it updates across the entire system! It's super handy! 2.) We also use "Id_Constant" to check if a record exists in the solution or not. Because it is always set to "1" if a check ever results in anything else, we no that there is no record on the other end. That's why we use it for the conditional formatting of the label you mentioned. Thanks, Jonathan Hogle
  14. Tarragon, We do have a "Calendar Kit Add On" for this exact purpose! You can purchase it here: https://fmstartingpoint.com/marketplace/store/calendar_kit.html If you need any help configuring it, or have any other questions, email our FileMaker Coaching team at support@rcconsulting.com Thanks, Jonathan Hogle
  15. Hello Jose, There are a couple things to consider. There is NO easy upgrade process for a FileMaker database. An easy upgrade capability doesn’t yet exist as a feature of the FileMaker platform. FileMaker Inc. is aware of this issue and would like to address it in future releases (not sure when though). We have a video that covers a conversation on this topic Should I upgrade my copy of FM Starting Point: If you have made layout or script design changes to your original copy of FM Starting Point then there is no upgrade process that will bring over these changes that you have previously made. To be clear, the automated upgrade script will only take your data from a old version of FM Starting Point and import into a new version of FMSP, it will not move any design changes within the database. So it's sorta up to you, but overall, if you've made significant changes, and your current system is working fine, there is no real reason to update. Thanks, Jonathan Hogle.
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