Archive for the 'Tips and tricks' Category

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Why User Groups matter…and how to start one (Post #1)

So this guy walks into a San Diego hotel lobby…

I started thinking about this series of posts (yep, this is #1 in a series) after a few conversations I had with people at this year’s FileMaker DevCon.  I’d strike up a conversation with someone at lunch or at the bar, we’d exchange stories and experiences…and inevitably the talk would shift to why people come to DevCon in the first place.

Reason number 1: for the community.  Hands down.  The clear pleasures and advantages of meeting other people who are engaged in the same practice as you – with whom you can share ideas, learn from and teach –  always trump session topics, what’s on the lunch menu, what kind of swag you can haul back, or how many banners you can affix to the bottom of your convention badge.  One of the things that’s sometimes lost when you do a hand count of how many people in the room have iPads is how many people in the room are there because of the other people. Continue reading ‘Why User Groups matter…and how to start one (Post #1)’

 

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.’

 

Customizing the Toolbar in FileMaker Pro 11

The status toolbar is the gray area located horizontally across the top of a FileMaker Pro 11 window and can be easily customized to suit your needs. If you’re using older versions of FileMaker, the status toolbar combines all of the functionality of the old status area, which was located on the left side of the window, and the optional standard toolbar, both of which existed in versions prior to FileMaker 10. By default the status toolbar comes loaded with commonly used features, such as record navigation (the book), Show All, New and Delete Record, and Find. Depending on how you use FileMaker, there may be other buttons that make more sense for you to have on the toolbar. With a few clicks, you can set up your FileMaker toolbar however you’d like.

Continue reading ‘Customizing the Toolbar in FileMaker Pro 11′

 

Advancing Technique: Using Booleans to streamline data

While it may seem that in life there are very few black and white choices, in the database development world, the either/or option (on/off, yes/no, active/inactive, open/closed) is pretty common. We know these choices as Boolean options. Continue reading ‘Advancing Technique: Using Booleans to streamline data’

 

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:’’

 

Easy Master-Detail in Filemaker 11 Using Filtered Portals

The Problem: Creating Master-Detail interface elements in Filemaker 10 and earlier was not straight forward.

Masster-Detail

You’d have to create a field to store the id of the currently selected record, then create a relationship matching just that id. If you’re in a multi-user setting you’d have to make sure the id storage field was global, so that selection was per user, not per record, otherwise you’d have the problem when one user changed the selection the selection would change for everyone.

The Solution: Now in Filemaker Pro 11 that all goes away with Filtered Portals.

Setting the global variable can use the same mechanism (onObjectEnter) on the portal. Remember though, in Filemaker Pro 11 you’ll need to add a refresh to update the portal.

Set Selected ID

Now all you have to do is set a script that sets a global variable, drop a relationship on the layout (potentially the same relationship you make the selection from) and filter it by the selected id.

Filtered Portal

Set the Calculation of the Filtered portal to match the selected ID with the record ID

Now you’ve got a simple interface that is easier to maintain and modify.

 

Update from Jason Young on “What’s Faster?”

At last week’s meeting I presented some FileMaker performance analysis findings that were compiled by Jason Young, Mighty Data (Denver, CO). He had shared them during his session “What’s Faster?” at the recent PauseOnError unconference in Portland, OR a few weeks back. Jason sent a follow-up email about some of his findings and some tidbits he’s learned since Pause On Error, along with the slides from his presentation, which are attached here. If you weren’t at the meeting, check out the meeting video on an earlier post to gain some context for this update (fast forward to the 54:20 mark).

Continue reading ‘Update from Jason Young on “What’s Faster?”’

 

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.

 

FM Expression Editor – for syntax highlighting

Recently REALEvolution, a FileMaker and Internet solutions shop operating out of Australia, announced the release of FM Expression Editor, an application built in Adobe AIR (the same app that TweetDeck’s built in, for a little context).

If you’ve ever wished for a little syntax highlighting, intelligent function lookups and autocomplete inside the calculation dialog, this product is worth exploring, since that’s exactly what it purports to do – albeit outside the FileMaker app itself. Continue reading ‘FM Expression Editor – for syntax highlighting’