ISO FileMaker Magazine

Portals can be used for essentially two different functions. Either data presentation or interaction. Of course, as you already know, you can also use a portal for both aspects of presentation and interaction as the same time.

In this video, we continue the growth of our Home Project database where we take a look at the core differences between a Master/Detail portal (Current found set) and one which uses a Self Relationship.

If you've not come across the differences between portal types, and simply selected one over the other, then hopefully, this information will help out. Using the information from this video you'll be able to make an informed decision about which version of a portal will fit any certain set of circumstances.

Any FileMaker solution is a growing collection of stuff to be maintained. By the nature of development, some things will be replaced leaving some aspects to be abandoned and others to be lifted up by revitalizing them. Regardless of what goes and what stays, it's best to have a plan for how things will be added and how easy it will be for your future self, or anyone else, to be able to identify those things.

In this video, I walk through the Home Project database I'm working on and I talk about adding styles to it and how it will impact my use of the theme down the road. This video provides great insight into how themes work underneath the surface and showcase a variety of good habits to have when adding styles to your FileMaker theme.

Designing within FileMaker can either be pretty easy or somewhat hard. There's no exact way to design the look and feel of your solution, but the process of implementing the design can be easier when using FileMaker's grid.

In this video, I talk about the process I use to first determine the size of a layout and then go on to refining its size so it fits within the golden ratio.

Finally, I talk about implementing my use of the grid to make the styling of objects easier and give myself some guidelines which makes the layout process much smoother as the solution grows.

Being in need of a new database system myself, I decided to simply document the process of adding new features to a FileMaker system as it evolves. This is a great way to learn about the ins-n-outs of what goes on when developing a new system. There's a number of things which may or may not make sense when you take a look into how someone else created something. So, why not make videos as the solution progresses.

In this first video, I showcase how I originally started the file and where I should start to plan for a larger solution. There's a bit more needed than simply just throwing some fields into a table. There are also a number of settings and defaults which are created by FileMaker.

This video talks about those default elements, how to deal with them and how to start planning for an easy-to-maintain database solution.

Sometimes, it's just good to reflect on how you use certain FileMaker features. You know, the simple ones. Like Show Custom Dialog and Get ( LastMessageChoice ). If you use FileMaker for mobile a lot, then Show Custom Dialog is a great way to go. With Desktop, you might have less than optimal results because users can reposition and resize the dialog.

Aside from those few issues, however, it's probably one of those script steps you find yourself sprinkling all around your FileMaker solution. Then, that one day comes, it dawns on you that you'd like to take advantage of that newer FileMaker Card Window option. You'd like to customize your dialogs even further or optionally use a card window for some, and FileMaker's default Show Custom Dialog for others. Then, you find that potentially using a plugin might be a good way to go in some situations as well.

Well, we can plan for all those situations with a little bit of dialog abstraction! This video is for all levels of developers, it's starts out with the basics, but moves on to cover the essentials of dialog abstractions which uses JSON based parameters. I hope this helps address any of your dialoging needs.

Personally, I've always been dismayed by how portals are positioned within the world of FileMaker instruction. When I see other developers teach about portals, they start with the primary use of portals and then stop. They talk about how portals are there to show related data and that's about it. No way! That's certainly not the end of things. Portals are one of the primary ways to present data however you wish.

If portals were limited to simply showing related data based on a normalized schema structure, then we'd never have the flexibility we have within FileMaker. If you approach portals from the mindset of using them as a display tool, then you come up with all kinds of things you can do. There are three primary uses for portals - at least, this is how I personally think about them.

In this video, I show you what those three key uses are and how to actually implement them. If you're a beginner, then understanding the native portal is certainly the starting point. From there, you progress to the power-developer who uses the Multi-Key global and VirtualList approaches to using portals. This video covers all the core uses and gives you the foundation you need for using portals within FileMaker.

In this video we bring you the fundamentals of FileMaker Reporting. Some of FileMaker's features regarding arriving at that perfect report can seem somewhat hidden. The Sliding & Visibility settings are just one example.

It can also be a bit difficult in knowing how you can arrive at the perfect Summary report when you don't know which layout parts you do and don't need.

If you've struggled with creating that ideal output, whether truly printed or just for a digital PDF, then you'll likely find the answer within this video. If you don't find it, then leave a comment below and I'll do my best to get you an answer.

When first starting with FileMaker, I remember learning all the default Date/Time/Timestamp functions. The documentation for FileMaker is great and the example calculations often lead you in the right direction.

One of the things I didn't know about was how dates, times and timestamps were treated internally. More importantly, how this impacted what I wanted to do with date/time calculations and integrating with external systems. Later down the road, I learned about all the other things I needed to know when considering time around the globe. Understanding UTC, how it impacts my solution, and running scripts on the server in a different time zone vs running them within the local client and how this might impact things based on times or dates.

This week's video and technique file will provide you with all kinds of understanding. The fundamentals and powerful custom functions which should provide you with a ton of date/time confidence for handlings most any date/time based task within FileMaker.

When first using FileMaker's Filter Portal Records feature it's easy to get excited about how you can limit the set of records to exactly what the user needs to see. You start adding a single filter and the result feels like magic. A simple search filter using a global field will let you extra exactly the records you want. It's great!

However, when start adding more and more filters things start to get complicated really fast. You have to become super comfortable with creating complex calculations with a lot of Boolean logic. If you don't know how to use your AND and OR operators, then it can really seem daunting.

In this video we take a detailed look at how to break down a complex multi-filter approach and make it seem really easy to achieve some super advanced portal filtering. If you've ever been confused about making your portals show exactly what the user needs, especially when using multiple filtering vectors, then enjoy the understanding you'll receive from watching this video.

For anything that could possibly go wrong within FileMaker we have a list of Error Codes. They're easily referenced from within FileMaker's help documentation. While they won't give you the exact solution to any particular error that's happening, they do provide the starting point for where to look and troubleshoot.

In this video, we take a look at how to simply use and reference the provided FileMaker error codes. We also look at how you can intentionally cause an error in order to take control of certain feature of FileMaker.

If having a better understanding of working with errors within your software sounds like a good idea (and it is) then you'll have the info you need to get started.