Search Results for: menu

…using version 20.3 of FileMaker. Go into Layout mode and select the Insert menu. At the bottom, we see the new Layout Calculation option. Selecting that will insert a text object on our layout and then open up the calculation engine dialog. Create the calculation that we want and click ok. For this first example, we’ll use a simple text object that says “Hello” and then display the account name. After we click OK, the text object will be placed on…

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…ct per FileMaker file or one project per department. We’ll get a drop-down menu when we hover over the plus sign icon in the Projects view. Select “Create New.” CREATING A FLOW On the detail page, click “Create New Flow.”  CONFIGURE FLOW – OVERVIEW Our Flow will have three actions: A webhook Action (the trigger) In the FileMaker script, we will send two values to Claris Connect via the Trigger Claris Connect Flow script step: the primary key of th…

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…on and functionality to the project. The primary feature will be the tasks menu, but we could include several other tabs, such as Documents, Team, etc. Finally, we’ll have an editable and filterable portal in the middle. The portal will display the tasks for the project, color-coded by status and filterable by status and by the person assigned. In addition, users can update the task status and assignment directly in the portal without clicking any…

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…s. We can easily encrypt our apps using FileMaker’s Developer Utilities, a menu option that becomes available when we select advanced Tools from the application’s Preferences. Once you’ve selected a file from the computer, via the “Add…” button and renamed it, you can specify “Solution Options” to add the encryption password. Remember to encrypt a file you need to authenticate first with a Full Access account. After you’ve configured the options,…

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…new web interface. It’s pretty simple, actually. Just click on the table’s menu, and select New Layout from the drop-down. We are then greeted with a card window where we can specify a few things, such as the associated table occurrence, name, size, and whether the layout should be a list, form, or table view. There is more than just an Activity tracking layout included in the Quick Start Experience. There is a Calendar and Kanban board layout as…

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…w Quick Start Experience, we need to create a new app by going to the File menu and selecting the “Create New…” option. After doing that, we’re greeted with the standard screen that hosts the My Apps, Favorites, Recent, and Create controls. After clicking on Create, we’re directed to the following screen: At the very top of this Create panel, we see a header area with a button labeled Get Started, which will launch the Quick Start Experience. Afte…

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…form called Save a Copy as XML. You can find this command within the Tools menu if you have the “use advanced tools” option enabled in the FileMaker desktop application’s Preferences section. With this menu command, Claris gives us a window into each of our custom apps’ inner workings, as well as a way to more easily document even the most complex ones. Extensible Markup Language (XML) is a web development tool used to store and transport data. Li…

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…ou have to right-click on the header and navigate a Byzantine labyrinth of menu options before you get to what you hope is the expected result. Wouldn’t it be nice if you could provide the typical user experience to yourself and your users within your custom FileMaker app? Well, you can…by naming a few fields/objects on your layout, creating a global variable or two and some buttons that run a script. But we’re putting the cart before the horse; l…

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…w privilege set allows other users to have access to the “Manage Security” menu, but these users do not have full access to any other part of the file. Essentially now you can designate which group of users can manage accounts. INITIAL SETUP A Full Access user will need to designate which privilege set can manage accounts. It’s important to note that the default Data Entry Only and Read-Only Access privilege sets cannot be modified, therefore you…

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