Bidirectional Sync for only certain records

[Pacer Print and Packaging]

Hello,

We are running FileMaker Server 14 with a database for creating job tickets and managing production in a commercial printing company.

We would like to have remote sales staff have the ability to enter new job tickets and review existing job tickets but only be able to see jobs for their clients.

We also have several very large clients that have asked for the ability to enter their own jobs into the database themselves in order to ease our sales staff's workload transcribing data from received emails. However, the customer must not be able to see jobs from our other customers.

Is it possible to setup a one way sync for data collection from the sales staff and our customers remote machines AND sync back to their machines only the records that match certain critieria? This would be:

1. SALES STAFF - Jobs where the salesperson has been assigned to the customers master record or the job tickets record.

2. CUSTOMERS - Jobs where the company name on the job ticket matches their company name.

Both would be using either filemaker pro desktop or filemaker go.

 

Jerry Bernard
DSJ Printing, Inc.

[Tsiry360Works]

Hi Jerry,

Yes, this is possible with MirrorSync 3, so it is basically a bidirectional client-server sync between FMS and FMpro/Go. 
For your case, you will have one configuration with a main file server as HUB and Sales Staff/Customers as SPOKE.
You will be able to collect jobs from the client devices and then sync back only records that match your criteria by setting up filtering.
On MirroSync, you can use MirrorSync customization scripts for sync using XML or you can define a SQL qualifier for sync using JDBC.

For more details about that, here is a link to our documentations about customizing MirrorSync. http://docs.360works.com/index.php/MirrorSync_3_advanced_topics#Customizing_MirrorSync

Thank you

Tsiry Ranaivoarisoa

Junior Developer

360Works

 

[Pacer Print and Packaging]

Do I setup two configurations with different SELECT criteria - one for each setup? One that selects records based on salesperson name matching logged in username and the other that selects based on company name matching logged in username.

[Tsiry360Works]

So if you cannot combine the SELECT criteria to be generic for both cases then you will need 2 configurations as you described.

[Pacer Print and Packaging]

Thanks. I will try that and let you know if I have any questions.