Jump to content

Jonathan Hogle

Members
  • Content Count

    95
  • Joined

  • Last visited

  • Days Won

    2

Jonathan Hogle last won the day on August 5 2016

Jonathan Hogle had the most liked content!

Community Reputation

10 Good

1 Follower

About Jonathan Hogle

  • Rank
    Developer

Profile Information

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

FileMaker Experience

  • Skill Level
    Expert
  • FM Application
    16 Advanced

Platform Environment

  • OS Platform
    Mac
  • OS Version
    Sierra 10.12.5

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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.
  10. Hey Jake, I'm really having trouble recreating the issue. I used an iPad running iOS11.2 using FileMaker Go 15, 16 and 17 and all of them opened the camera when i pressed the button on the Estimates layout. Have you made any modifications to the file since you downloaded it? Are you getting any kind of error message? Have you tried downloading a fresh copy of FMSP and seeing if the problem is still there? Let me know if you have any other questions, or if the problem persists after a fresh download of FMSP. Thanks, Jonathan Hogle
  11. Jake, What version of FMSP are you using? I'm having trouble recreating your problem with the latest version of FMSP. Thanks, Jonathan Hogle
  12. Hello Jake, The field you will want to put in the portal for Estimates is "T08k1_line_items_PRODUCTS||id_product|" The one in Invoices is "T12j1_invoices_PRODUCTS||id_product| If you have any other questions, let me know, or reach out to us at support@rcconsulting.com. Thanks, Jonathan Hogle
  13. Ernest, When you press the report button in Contacts, it runs script " (0790) CON_View Contact List" which is what generates your print form. This script has a sort in it, on line 9, that is overwriting any sort you do previously. If you want to have the report sort by last name, follow the instructions below: 1.) Open your script workspace (Scripts --> Script Workspace) 2.) Select the script (CONTACTS (600-849) --> CON_Reporting --> (0790) CON_View Contact List) 3.) Select line 9 4.) Click the Gear icon on the right side of the line, just after the text 5.) Select "Specify" from the popover 6.) On the right side, click "Name_Full" and then click the button in the middle marked "Clear" 7.) On the left side, find "Name_Last" and then click the button in the middle marked "Move" That's it! You should be good to go! Thanks, Jonathan Hogle
  14. Colonel, The new calendar does not work on Web Direct. If you are deploying FMSP on Web Direct, you will need to switch the "HTML Calendar" field to "No" in the "Calendar" tab in Preferences. The rest of FMSP should function just fine in Web Direct. Thanks, Jonathan Hogle
  15. Just to keep everyone everyone up to date, we shipped updated training courses for the FileMaker 17 platform this past week. We also shipped an updated release of FMSP, version 6.0. We have forked FMSP 5 into 2 releases. There is an enhanced release which is available only to people who buy our annual training bundle, and a basic version, which is free to the public. The Enhanced version includes what we call "Side Nuggets" of functionality. Items that are fully functional and ready to be used, that live on the side of the layout until the user or developer drags them onto the active section of the layout. There are quite a few of these currently, but we are always looking to add more. The most popular "Side Nugget" by far is our PayPal integration. This allows users to push their invoices from FileMaker straight into PayPal. PayPal then sends an invoice out to the specified customer via email. After the Invoice has been sent, you have the option to check the status of the invoice, cancel it, or send out a reminder email to the customer, all from within FileMaker! In addition to the above, we've also added a new HTML calendar into both the enhanced and basic versions of FMSP. The calendar include drag and drop functionality that allows you to simply click and drag an event/appointment to an updated time, and the record automatically updates in FileMaker. It's very slick and easy to use, I hope you guys check it out! We also added a new Master Detail portal, taking advantage of the new feature that was added into FileMaker 17, which allows for a portal based in the main TO of your file, that contains all records in the current found set. And finally, as with all great product releases, there were several bugs that were squished, listed below: • Issues with Task List not allowing you to click on a task and view it. - Incorrectly sized button and incorrect anchoring settings. • Issues with the wrong staff being set as the staff "logged-in," causing issues with the calendar. - Fixed by altering the script to do an "exact find" for the person logging in. • Typo fixes in dialogue boxes • Issues with invoices not allowing you to edit line items directly from the portal - Checked the box to allow for editing in Browse Mode. • Issues with Social Security Number in the staff layout not displaying correctly - Wrong field type, changed from "Number" to "Text" • Fixed field alignment issues in many modules
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.