Wim Decorte

What do you mean by "introduces the name and password" If you are thinking of creating your own login screen keep this in mind: in order to get to your screen you have to auto-login everybody and anybody without challenge first. Which does exactly what it means: it lets *everybody* into your solution unchallenged before your scripting and UI takes over. That's called 'roll-your-own' or 'ersatz' security and has traditionally proven to be very weak and easy to break. Doubly so if you actually want to use your own table of users and passwords instead of native or external accounts. If you want to customize the login, consider using an OAuth provider where you can customize the login page, which would keep all of it part of the native security scheme.

Looks like we're having the same conversation in two different threads. Your line #1 doesn't capture the PRV value from the last related record, it captures the value from the first related value (assuming that the layout is based on the "wb" table occurrence). Change that first line to use Last( Transaction::PRV )

What does "It only shows the PRV" look like? Sounds like you are expecting the new record to show more data, but you're not setting more data, you're only setting the PRV field. The last step in the script wouldn't work unless you have a portal named "transactions" on the layout you used for the new window.

"it didn't work" doesn't tell us much so you have to be a lot more explicit about what you tried and what the result is and what you expected. Otherwise we're just guessing. Provided that the relationship for the portal is just driven off the single "customerID" predicate then your script will properly create a new related record that will show in the portal. Can you confirm that this part is working? If you want the field "PRV RDG" to be be filled on that new record, with the value from the last related record then you have to capture that value at the start of the script and then set it in the proper field after creating the new record.

If it is driven off the buttons on the portal row then FM knows what portal row it is. Otherwise you can use something like Last() across the relationship. But be careful about using constructs like that in calculated fields. They tend to become performance hogs as the data grows.

In your OnOpen script, detect whether you are logged in with Full Access and use the "install menu set" for the default menu set and toggle the option to use as file default.

Sounds like you are after exchange rates? If so then look for a web service / API that offers them and integrate with those. Alternatively, open that URL in a web viewer, wait for the page to load (look for the closing HTML tag) and grab the web site's content in a variable and parse through that. That would skip Excel altogether. But I would look for a good API instead of this. Your own bank may have one for this info...

I wouldn't do this with WebDirect, I would put a form using whatever web technology you prefer and make it talk to the FMS Data API. It's going to be a lot more secure than trying to allow anonymous access to your solution through WebDirect. If you want to do it through webdirect then the URL would be more complex than your example since it has to include the name of the file and the name of a script and then pass the serial as a parameter to that script. You can hide the file name and script name by using a custom web page that acts as a go-between but then you're close enough to my suggested solution that I would go custom web publishing completely and forgo WebDirect.

Do you expect the user to already be inside WebDirect when they click the URL, or outside of webdirect? If they are outside of webdirect and you don't want them to be challenged for credentials then you would potentially make your webdirect-exposed file vulnerable. Sounds like you just need a form solution? What is that needs to happen after the user submits the entry form?

You can do it because you're logged in with full access. Your users wouldn't be (hopefully) so they would get the custom menu you assign.

On the Windows side you may be ok since the backward compatibility is greater there. But on macOS: don't bet on it working on Mojave or Catalina, and sketchy at best on High Sierra. So in short: I wouldn't do it.

If the user is already in FM when that piece of the workflow starts then it doesn't make sense to do this in AppleScript just because you have an AppleScript developer. This would be the time to push through and figure out how to make this all work in FM.

See the help for the 3 scenarios where IsValid() will return a 'false' result. The first two are the most common: - check to see if the data in the field conforms to the data type of the field (date, number,...) - check to see if the relationship to another table is valid https://fmhelp.filemaker.com/help/18/fmp/en/#page/FMP_Help%2Fisvalid.html You cannot use it to check if a value is part of a value list, for that you can use the field-level validations, or manually check as part of a trigger or navigation script by using the "ValueListItems()" function in combination with "FilterValues()" and the value from the field.

No, but there are few easy ways to do it, including integrating with Microsoft's APIs. If you store the Word doc on OneDrive it's as simple as an API call to get MS to convert the file for you and get the resulting PDF in a container. In the screenshot below the "convert to PDF" button on the right will do that, it will tell MS that this word doc that is on OneDrive (doesn't even have to be on my machine yet) needs to be converted to PDF. If you happen to have Office 365, all the APIs are right there and they are pretty fantastic. Along those lines: sending out an HTML email? Incredibly easy with their APIs, no fiddling with plugins or complex SMTP commands. There are also command line utilities that you can use to create PDFs or you can talk to the Word application interfaces of your local Word install. For both of those you'd use the FM Send Event script step to execute the necessary code outside of FM (On Windows). On macOS you also have the option of using "perform applescript"

No problem. Come back with any and all questions, we all had to go through the initial learning curve at some point.