Jump to content

Complete Newbie - Creating a task list, viewable on login.

Recommended Posts

In the past I used Podio to organise my daily/weekly workload. In that setup I would login (via my browser), and immediately be notified of tasks: Outstanding (tasks which had been scheduled, but not actioned, or actioned and marked as completed etc), today's calls and future tasks.

Podio was integrated with a Google Calendar which made tracking very easy. I'd like to try to create something similar so I receive a pop-up message/task list, when I log in to FMPA at the start of each day.

Is this something I might be able to achieve as an absolute newbie?


Edited by St3v1e
Link to post
Share on other sites
Posted (edited)

??? - Not sure what you mean bcooney? As I mentioned, I'm a complete newbie at Filemaker.

Thanks for your reply.


Edited by St3v1e
Link to post
Share on other sites

If Podio works well for you, why not just integrate with it.  It seems to have excellent APIs (https://developers.podio.com/doc) if you need to exchange data between your FM solution and Podio.

These days there is very little benefit in trying to recreate features that exist somewhere else...

As to your core question:

On 3/19/2020 at 7:20 PM, St3v1e said:

Is this something I might be able to achieve as an absolute newbie?

That's fairly impossible to answer because we don't know by what criteria you label yourself as a Newbie, or how much time you have available to learn, play and build.

Can it be built all in FM: sure.

Link to post
Share on other sites

Thanks guys, Podio is no longer a viable option for us, hence why we've moved over to FMP. Reinventing the wheel is not something we're attempting or wish to do. I'm purely trying to (eventually) put together a database which is of our own design rather than having to "make do" with Podio - which we've been trying to customise for the past 4 years and still has it's glitches and downsides.

Rather than continuing to work with a platform we're unhappy with, we decided to take advice and go with FMP - thats why I'm trying to learn the basics (from scratch) and hoping to get some of the features we need into our FMP DB as soon as possible. Next is the Pop-up task notification/alert.

I'd like to put this together in a workable fashion myself, and then have a FMP designer/company/expert take the idea and make it into a streamlined databse eventually.

As far as time - yes I have that, as far as labeling myself as a newbie - expect no previous programming or database use or design experience. I have worked on software testing with a UK Applescript programmer, and so understand a little about Applescripts, but there any relevance to FMP stops.

Hope that provides some background on me and feedback, and explains why I'm forging ahead. But right now, I need a pop-up task to appear when I login to the database. Happy to research and learn, but certainly I'm in need of some hand-holding during this initial learning phase.


Link to post
Share on other sites

Making an action happen at startup is done using File menu > File Options then click the Script Triggers tab and the OnFirstWindowOpen option.

This prompts you to select a script. You'll need to think about what exactly you want that script to do. I'd recommend going through some of the tutorials here: https://www.filemaker.com/learning/

E.g., your script might include something like:

Enter Find Mode
Go to Layout[Tasks]
Set field[ completed ; "<>1" ]
Perform Find


Link to post
Share on other sites
Posted (edited)

Fitch, many thanks . . . .  checking out the tutorials right now. Thanks also for the script layout - just what I was hoping for.


Edited by St3v1e
Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Similar Content

    • By HOnza
      24U Software releases LogMonitor for server administrators
      This new open-source tool can watch (not only) FileMaker(R) Server logs and send e-amail and push notifications when something important appears there
      Prague, CZ -- August 1, 2019 -- 24U Software has released LogMonitor, a new open-source tool made for server administrators to efficiently stay aware of important events being recorded in various text logs.
      Most server apps write thousands of messages to their lots, so it's often difficult for a server admin to notice when an unusual message appears there. LogMonitor addresses this issue by allowing the admin to define patterns of messages which might be important to examine, and generates e-mail to alert the admin about such messages automatically.
      In addition to sending e-mails, LogMonitor can send also push notifications to the admin's smart phone via popular cloud service Pushover. Push notifications can be even enabled separately for each pattern, so that the admin can get push notifications for urgent issues and only e-mail notifications about things that do not require immediate attention.
      About monitoring FileMaker Server logs
      As a FileMaker solution provider and custom apps developer, 24U has primarily developed LogMonitor to make administering and maintaining FileMaker Servers easier and more efficient.
      FileMaker Server used to have the option to send e-mail notifications about errors and warnings. Version 17 removed the option for warning notifications. With LogMonitor FileMaker Server admins not only get this feature back,  but they can get notified even about scripting errors if they are important. On the other side, thanks to using regular expression patterns, some unimportant errors and warnings can be set to be silently ignored by LogMonitor, making the admin receive notifications about things that really require attention.
      About monitoring other server apps
      Even though LogMonitor is primarily designed for use with FileMaker Server, it can be equally useful for monitoring any other server app. It lets the admin define multiple different log files to monitor and different patterns to look for in the logs, it is even able to work around log rolling, a common method to prevent logs from growing too much in size by regularly renaming old logs and creating new ones.
      LogMonitor is written in the Python scripting language and requires Python 3.6 in order to run. It comes with easy-to-use installers for macOS and Windows, but can be used on any platform capable of running Python 3.6.
      Availability and Pricing
      LogMonitor is available free of charge as open source, licensed under the "GNU LGPLv3" License. 24U greatly appreciates any feedback and contributions, but cannot provide free support for the tool. Developers and server admins may hire 24U to help them with their projects, either by purchasing paid support or by utilizing 24U's custom development services.
      More information: https://www.24usoftware.com/logmonitor
      About 24U Software
      With customers in 68 countries and 28 years of experience with the FileMaker platform, 24U excels in developing new or taking care of existing custom apps, optimizing their performance, identifying and resolving potential issues and liabilities, improving reliability, stability and scalability, integrating them with other systems including various hardware devices, and extending them beyond expectation.
      As a platinum member of the FileMaker Business Alliance, 24U helps global businesses around the world to maintain sustainable growth by working with their in-house developers or completely taking care of the maintenance and development of their business solutions.
      Customer contact:
      HOnza Koudelka
      Software Division Manager, 24U s.r.o.
      Press Contact:
      (c)2019 24U s.r.o. All rights reserved. 24U and 24U Software are trademarks of 24U s.r.o. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. All other trademarks are the property of their respective owners. Pricing and availability are subject to change without notice.
    • By troi
      New FileMaker 17 version lets you schedule the display of notifications on screen.
      Alphen aan den Rijn, the Netherlands, November 14, 2018–Troi today announced the immediate availability of Troi Dialog Plug-in 7.5 for FileMaker Pro 17.
      What is Troi Dialog Plug-in?
      Troi Dialog Plug-in is a very powerful tool for displaying all sorts of dialogs in FileMaker Pro. The text of the dialog and of the buttons can be created dynamically by using a calculation or a script step. All from within FileMaker you can:
      - show an input dialog to let a user input data in up to 15 fields and up to 4 buttons
      - choose these input fields to be any of the following: simple text, password field, popup list or check box
      - show a list dialog or very big text dialog
      - show temporary flash screens
      - show a progress bar for lengthy operations
      - add a standard icon or your own custom icons
      What is new in version 7.5?
      Troi Dialog Plug-in 7.5 has the following new functionality:
      - Tested and made compatible with FileMaker Pro 17.
      - Added a new Schedule Notification script step and Dial_ScheduleNotification function, which schedules the display of a (local) notification on screen (and in the notification center). You can add an action button and set a script to be triggered when the user interacts with the notification.
      - Added a new Remove Notification script step and Dial_RemoveNotification function, which removes a (delivered) notification.
      - Added a new Show List Dialog script step, which shows a dialog with a list of items for the user to choose from.
      - Updated the example files for FileMaker Pro Advanced 17 and added a new Notifications.fmp12 example file.
      In version 7.5 we also made the following improvements:
      - The plug-in now indicates if an external script step is compatible with a product. The step is shown in grey if it is incompatible for that product (for example for iOS) in the script editing pane (center) and the script steps pane (right).
      - (Windows) Improved several dialogs, so that they always stay in front. When you click on another (FileMaker) window those windows will no lo longer get in front of a dialog of the plug-in.
      - (macOS) Fixed a problem with the Dial_FlashDialog function, where the custom dialog position would not be used.
      - (Windows) Added code signing to the plug-in for Windows.
      Apart from these additions we made various further improvements and changes. More detailed information on all changes and improvements implemented in Troi Dialog Plug-in 7.5 can be found at:
      Pricing & Availability
      A fully functional demo version of Troi Dialog Plug-in 7.5 is available at: https://www.troi.com/products/dialogplugin/
      Licenses cost US$ 59 per user. Details on developer licenses and multi-user discounts can be found on our web site. You can order licenses from our web site.
      Upgrade information
      Version 7.5 needs a new registration. The upgrade is free for users who bought a license for Troi Dialog Plug-in on or after October 23, 2017. Eligible users will be sent a new registration.
      Upgrades from licenses bought before October 23, 2017 are available from US$ 35 per user. Upgrade prices for other licenses can be found on our web site. You can order upgrades from our web site.
    • By Chris Christou
      Announcing Youmehub (BETA), CRM Software for the Mac

      One app to manage all your contacts, opportunities, email campaigns, appointments, tasks, documents, call notes and much more. An ideal CRM solution to help small businesses and sole traders who want to stay organised and be more productive.
      Download the 30 day trial BETA at www.youmehub.com

      People & Organisations
      Capture and manage all your contacts, prospects, customers and partners in one central database.
      Roles & Relationships
      Link people and organisations together and manage their roles and relationships.
      Track Communications
      Track and manage notes and communications and more with your contacts.
      Opportunity Management
      Manage opportunities and track the sales progress with customisable sales pipelines.
      Marketing Mail
      With the integrated mMail module you can create groups, build marketing campaigns and easily send targeted bulk email and letters directly from Youmehub.
      Manage Tasks and Appointments
      Keep tabs on what needs to be done. Tasks and Appointments can be linked to contacts and assigned to specific users.

      Notice to beta testers
      You are invited to download and try this beta software. Please keep in mind that this is beta software, and therefore may contain bugs. Please report any problems or send us your feedback using the contact form on our website.
    • By Miss A!
      Hi There,
      Can somebody please assist me on extending the projects starter solution to implement on the existing Projects, Sub projects with Sub Tasks - This is for the reason that some Projects are very broad and there is need to break them down into sub projects which also will constitute sub tasks.
      Will appreciate all guidance and thoughts shared,
      Many Thanx,
      Miss A!
    • By scoony
      I have created a script that will evoke a Dialog box and also using the beep script. So far under testing the Dialog box is only appearing if I remain in Filemaker Go 14. If I am reading an email in Mail the user will not get a notification pop up. I have seen script steps to Mail something or with the iPhone to call someone. Where are the scripts that connect to other Apple app like creating events in Calendar and reminders in Reminders All iOS 8. They must be somewhere, I must be looking in the wrong place. 
  • Who Viewed the Topic

    1 member has viewed this topic:

  • Create New...

Important Information

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