FileMaker: Tips, Tricks, and Techniques

Course details

If you're comfortable with FileMaker basics, then you're ready for the next step. Learn tips, tricks, and advanced techniques for Claris FileMaker 19—the latest version of the FileMaker platform used all around the world. FileMaker expert Cris Ippolite reveals solutions to maximize your efficiency and make your FileMaker apps more dynamic and sophisticated. Explore advanced techniques using scripts, calculations, reports, and layouts. In addition, you can explore important security tips and learn the publishing options offered by FileMaker Server, including FileMaker WebDirect and FileMaker Go for iOS. Cris also shows you how to connect to other databases and exchange data with APIs, as well as how to use JSON data and JavaScript in your custom apps.

Concepts

0. Introduction

01 - Beyond the basics with FileMaker Pro
02 - What you should know

1. Advanced Reporting

03 - Subsummary ranking reports
04 - Nested subsummary reports

2. Securing Your Custom Apps

05 - Setting up data access and design in privilege sets
06 - Setting up other and extended privileges in privilege sets
07 - Setting up accounts
08 - Using SSL certificates

3. Sharing Your Apps with FileMaker Server

09 - What is FileMaker Server
10 - Server hosting options
11 - Installing FileMaker Server
12 - Configuring FileMaker Server
13 - Scheduling backups
14 - Scheduling scripts
15 - Uploading your app to FileMaker Server

4. Other Uses of the Calculation Dialog

16 - Calculated replaces
17 - Using calculations in field options
18 - Using calculations to hide objects
19 - Using calculations in conditional formatting
20 - Using related fields in aggregate functions
21 - Recursion in calculations

5. Web Deployment

22 - Deploying using FileMaker WebDirect

6. Importing

23 - Importing to refresh data
24 - Data migration tool

7. Integrating with Non-FileMaker Databases

25 - Connectivity options
26 - Setting up a DSN
27 - Connecting via external SQL sources

8. Advanced Layouts

28 - Layout object states
29 - Objects pane and group object selection
30 - Controlling object visibility when printing
31 - Adding charts to report layouts

9. JavaScript and FileMaker

32 - JSON support
33 - Working with JSON
34 - JavaScript support
35 - Working with JavaScript in a web viewer

10. Advanced Scripting

36 - Using script parameters, set field, and error capture
37 - Sending emails in your scripts
38 - Working with local script variables
39 - Working with global script variables

11. Script Triggers

40 - Introducing script triggers
41 - Using object-based triggers
42 - Using layout-based triggers
43 - Using file-based triggers (open and close scripts)

12. Working with Data Files

44 - Data-file script steps

13. Communicating with Other iOS Apps from within FileMaker Go

45 - Understanding the FMP URL scheme
46 - Understanding other iOS app URL schemes
47 - Scripting interactions with iOS apps

14. Communicating with iBeacons

48 - What is an iBeacon
49 - Connecting your custom app with an iBeacon
50 - Location monitoring

15. FileMaker Go

51 - Sensor support in FileMaker Go
52 - Enhanced signature capture
53 - Animations and transitions in FileMaker Go
54 - Touch ID support
55 - Core ML support
56 - Working with Core ML, part 1
57 - Working with Core ML, part 2
58 - Working with Core ML, part 3
59 - Working with Siri shortcuts
60 - Setting advanced Siri shortcuts using FileMaker scripts
61 - NFC support
62 - Setting up your NFC tag
63 - Working with NFC in your FileMaker app

AI in FileMaker Pro

64 - AI in FileMaker Pro 2024
65 - Setting up AI integration
66 - Understanding insert embeddings
67 - Understanding GetEmbedding
68 - Working with embeddings
69 - Understanding Perform Semantic Find
70 - Working with Perform Semantic Find
71 - Testing Perform Semantic Find
72 - Understanding cosine similarity
73 - Working with cosine similarity
74 - Working with GetEmbedding
75 - Understanding optimizing AI usage
76 - Working with Set AI Call Logging
77 - Working with token counts

Conclusion

78 - Where to go from here