Author Archive for Jerry Salem

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Show Your Stuff: Using Conditional Formatting to fit long content into fixed width fields

A common problem I run into is not being able to see all the information I need to in list view.  Consider the list view shown below, taking note of the Full Name field:

ListView1

As you can see, longer content – such as very long names – don’t fit within the allotted space.  Ordinarily you could just set anchors to have the field grow to the right, but in this particular use case, we already have one anchored field – Notes – set to grow rightward.

In this type of situation, I can call on Conditional Formatting to save the day.  I actually got the inspiration for this one by using the calculator on my iPod Touch.  Type a number and it appears in the calculator, pretty large.  If you keep typing digits, then number gets smaller to fit in the area of the display.   Brilliant! Continue reading ‘Show Your Stuff: Using Conditional Formatting to fit long content into fixed width fields’

 

Crossing Drupal II

In last week’s episode I mapped out our goal for this series: learn how to understand Drupal from the perspective of a Filemaker developer.

Following our motto of “Shut up and Fix it”,  we’re going to simply create a Drupal web site.  We’ll build a storefront that has products and a small blog attached.  Once that is running, we’ll attach the Drupal site to a FileMaker back end system.  This will allow us to pull product info from the back end system and possibly have users log in and track their orders.  That’s the end state we’ll be working toward in this series.

This week let’s expand our understanding a bit by taking a walk through the Content Construction Kit (CCK).

You’ll remember that last week we learned that a “Content Type” is analogous to a Table.  By default Drupal gives us two fields in each table:  Title and Body.  In order to make a useful database, we are going to need to add more fields to each table.

At its heart Drupal is a Content Management System.   Since the content that Drupal is designed to manage is typically a blog, the default Content Types in drupal are a Page and a Story.

The Page Content Type is normally for info that doesn’t change often, and a Story is typically used for things that change often.  Remember these are only the Drupal defaults; as with Filemaker, you are expected and encouraged to change the setup as appropriate.

We’re going to be using the Story content type for our store blog.  If all you are doing with Drupal is writing a blog, you’re basically done.  Stop reading here!

For this project, however, we plan to do a bit more, so  we’ll need to add some more descriptors into Drupal.

 
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Crossing Drupal

There has been a lot of buzz floating around the web regarding the content management system called Drupal.  Over the next couple of weeks I am going to investigate this growing platform from the perspective of a FileMaker developer.  Drupal is not a Filemaker replacement, but there are definite use cases where Drupal is an ideal content management choice. Instead of my regular posts about filemaker techniques, I will explore how Drupal is similar and different from my platform of choice.  With a nod to a good movie about exploring other cultures (Crossing Delancey) I am calling this series Crossing Drupal.

In this first installment I would like to simply lay out some simple terms, so we can all speak the same language.  A rosetta stone if you will.
rosetta-stone2 Continue reading ‘Crossing Drupal’

 

Speak your Mind. Using Comments, part 1.

Recently I was on a family trip to Pittsburgh.  We were walking around the campus of Carnegie Mellon and I saw this memorial brick;
Eschew Obfuscation

It got me to thinking about some of the monster databases that I have had to take over for clients.  When I take over a project, often I am spending a great deal of time just trying to figure out what the developer was trying to do.

Our earlier posts on this blog are generally concerned with improving the user experience(better printing workflow) or getting more out of your data (One Report two sets of summarized data).  Today I would like to return to that lowly person, the developer.  Anything that I can do that can make my job easier will make be a better developer and ultimately make my customers happier.  Or as my grandfather would say to my grandmother, “What would you do if I got hit by a bus?” Continue reading ‘Speak your Mind. Using Comments, part 1.’

 

Easy Navigation between Form / List / Table views in FIlemaker 11 using ‘View as:’

It doesn’t matter what route you take if you don’t have a destination

-or-

Trigger happy

One thing that I really like about the direction that FileMaker has been going in since version 9 has been how the programming environment now encourages of the use of native UI features in FileMaker in highly customized solutions.  Those of us who have been developing prior to FileMaker 9 – or those of us who have inherited solutions built before 9 –  know all too well what it means to lock down the Status Area and then build core UI elements from scratch to replace the lost functionality.  Many developer-hours have been spent to ‘reinvent’ features that were already in FileMaker, but in prior versions couldn’t be modified well enough to work in certain situations.

A clear, obvious example of this is the Toolbar.  Almost every single ‘professional’ system I have worked with by default hides the Toolbar, and then the developer is forced to reinvent the forward and back buttons, the book/rolodex widget, and every other element of the Toolbar using buttons and scripts on the layout itself.  What a waste of time!

In this blog post I’m going to look at one small segment of the Toolbar – the “View As” widget – as an example of how the Toolbar can be leveraged using Script Triggers. Continue reading ‘Easy Navigation between Form / List / Table views in FIlemaker 11 using ‘View as:’’

 

What’s so great about the Modification Date?

Problem:
Every once in a while, I have a client say, “I want to have the modification date on the layout.  Oh, but I only care when the <<Insert Field Name here>> has been modified”.

Filemaker has a built in auto enter option on a field called ‘Modification’.  This lets you create a field that gives you information about the last time the record was modified.  You can capture any of the following: User Name, Account Name, Date, Time or Timestamp.  This is a great function, but it updates the value whenever any field in the record is modified – in other words, it doesn’t give feedback as to which field was modified.

Continue reading ‘What’s so great about the Modification Date?’

 

Simpler Printing

Recent improvements in Filemaker have let me take a second look at the way I do many tasks in databases I have designed.  This month I will review printing scripts.

Most databases have a set of scripts that handle printing tasks.  Using a single set of scripts accomplishes XX tasks at the same time. 1) it is a great exercise in learning how to write more modular code.  Write it once and use the same code all over your solution. 2) at the same time it creates a unified way to accomplish the task.  No matter where the user is in the database, they know how to print and what will happen when they hit the print button.

In solutions using Filemaker 7 through 9, I typically handle printing with a script that gives the user this experience;

  1. Click a print button
  2. Ask if you are printing the current record or the found set
  3. Ask if you want to print or save as PDF
  4. Bring up a new window showing the report, in Preview mode, paused.
  5. The User clicks ‘continue’
  6. The Print dialogue comes up
  7. User prints (or cancels)
  8. New window closes, leaving the user where they started.

Here is a typical Print script:
PrintScript1

The problem I always had with this is that it is not always obvious for a novice.  Although obvious to the developer, I think I have had to tell every single user I have ever trained, “After you click the Print button, you have to hit the ‘continue’ button, it is on the left”  The expected action, clicking the close window widget, doesn’t work, since the script is paused.

This is all different in Filemaker 10.  Taking advantage of FM 10 gives us two advantages.  1) scripting can be more flexible and simpler 2) the users can have more flexibility.  In a Filemaker 10 solution, here is how I now handle a typical printing routine;

  1. Click a print button
  2. Bring up a new window showing the report in preview mode, expose the toolbar
  3. User clicks the Save as PDF, or Print button in the toolbar
  4. Closes the window using the window button.

The main differences from the users perspective is that they can chose the PDF, or Print options after seeing the printout.  They can close the window using the window tool, or leave the report up for later.  Since there is no script running, the user can leave the window open and return to the solution, if they want.  I have given the users more choice and saved myself script steps too.

Here is a typical Print Script that I am now using;
PrintScript2

If you want to perform any actions after printing, you can perform them using custom menus.  Attach a script to the “Print” menu item that perfoms your script when the print command is successfully completed.  But in general, being aware of the new features in Filemaker 10 lets you give the users more power in their solutions and at the same time letting you use less scripting.

 

Two sets of summary data, One report

By Jerry Salem

I was working on a project for a client recently.  They were replacing an old system with a new one built using Filemaker 9.   The system is a standard client, invoice database.  One of the reports requested was a summary of sales.  The report presents sales summarized by product type, in addition sales sumarized by product location.  It was presented as a nice one page summary to ‘the boss’ weekly.

Continue reading ‘Two sets of summary data, One report’

 

Tips and Tricks: Open a FileMaker database using a Hyperlink

(Editor’s Note: As some of you know I’ve been asking my colleagues to write tips and tricks content for the blog.  At some point in the future we may be asking the group community at large for contributor content as well.   Jerry is a 9 Certified FileMaker Developer at ITS; he also runs the 101 and Intermediate trainings here.  Thanks, Jerry!

– Colin).

One thing that really gets my goat is multiple security gates.  If I have already logged into my computer using a login and pw, why do I still have to use another login and password to further authenticate myself when I open my database?  Worse yet, sometimes an end user will put in an account/password to get into the computer, then the SAME account/password info to log into the database.

There are a couple of ways around this.  Most programmers will tell you, “Use Single Sign On authentication.”  FileMaker developers will typically say, “Use an opener file and save the login and PW there.”

Both of these are fine if the situation merits or permits it.  Here I present another option.  In this case, the end users are not using active directory to manage Accounts.  They also don’t want to use an opener file, for a number of reasons that are outside the scope of this document. 

Continue reading ‘Tips and Tricks: Open a FileMaker database using a Hyperlink’