This course on FileMaker development is designed for beginners but with a goal of designing a complete contact management or CRM solution. Sections include creating fields, designing an interface, performing finds, creating a notes field, working with popovers, automating email and web browser communication, mass emailing, eliminating duplicates, birthday and to-do reminders, phone formatting and call logs. After completing this tutorial, students will not only have created a complete solution but be able to advance to intermediate tutorials. Completed example FileMaker files are included at each stage of the development in order to enhance the learning experience.
The Field Picker is the easiest way to create fields in FileMaker Pro.
Housekeeping fields are those that track creation and modification of records.
Choosing a theme is as simply as scrolling through a list of choices and clicking.
Parts define where elements display when a user is viewing your solution.
FileMaker has two main views: form and list view. Learning the differences is very important.
Making sure font types and sizes match is all import for a consistent interface.
Resizing and positioning fields in an organized manner is key to interface design.
Determining the window size for your FileMaker solution is a crucial step in the design process.
Learn how to perform basic finds or searches.
Additional requests allow for OR finds in FileMaker as opposed to the traditional AND find in a single request.
Omitting records allows for exclusion.
Date range finds are one of the most common search tasks, allowing you to locate records that match a range of dates.
Finding records with nothing in a field is a very common task, helping you to locate records that are incomplete.
The Field Control tool allows you to more easily add fields larger than one row in height, such as a Notes field.
Popovers allow you to fit a lot of information, such as a notes field, in a small area.
Fields containing multiple lines may require a scroll bar.
FileMaker makes it very easy to script communication with several email clients, allowing you to pass information stored in FileMaker fields like email addresses, subjects and entire email correspondence.
FileMaker can also communicate with your favorite web browser to open any web site stored in a FileMaker field.
Since the data being sent out in the email won't be stored in FileMaker, it's best to use global fields as the interface for composing the mass email.
In order to provide feedback, let's place some instructions in the popover identifying how many people will receive the mass email.
A Send button placed in the popover allows the completed message to be sent using the Send Mail script step.
Find birthdays by month, regardless of the year or day.
Automate searching for upcoming birthdays.
Add a calculation that displays the age of the contact next to their date of birth.
Define what determines whether a record is a duplicate or not is the first step to locating duplicates.
Automating the process of locating duplicate records with a script makes it far easier to perform and also avoids the need to display the duplicates field on the layout.
In order to filter a phone number, all formatting must be removed.
Once the numbers have been isolated, the phone can be formatted with simple concatenation.
Implementing the formatting feature requires the use of an Auto-Enter calculation.
Incorporate the Let function to make your formulas more efficient.
Allow for 7 and 10 digit phone numbers using a Case statement.
John Mark Osborne has been working with FileMaker Pro for over 20 years. He earned his FileMaker Pro degree working on the frontlines of Claris technical support. John was the Technical Lead for FileMaker, serving as an escalation path for other technical support representatives and writing a large portion of TechInfo (now called Knowledgebase), their technical information reference. John also acted as a liaison between the technical support department and the FileMaker development team, reporting bugs, attending product meetings and acting as resource for the development team.
John Mark is best known as the author of the popular FileMaker Pro web site Database Pros. The Database Pros web site has been on the internet for 20 years and gets over 35,000 hits a day by offering free FileMaker Pro tips, tricks and techniques.
John Mark is also well known as the co-author of the wildly popular Scriptology book and CD ROM. John Mark launched a hands-on training class based on his Scriptology book and it has become so popular that it is now taught at MacWorld Exposition in San Francisco and New York. Most recently, John Mark was one of twelve trainers in the United States authorized to teach their new FileMaker Training Series of classes.
John Mark has been a featured speaker at the FileMaker Developer Conference for 15 years. At the 1999 Developer Conference, he was awarded the FileMaker Pro Excellence award for "creation of outstanding technical resources".
John Mark is a former technical editors for Advisor magazine working on the tips and tricks section which is the most popular column in the magazine.
John Mark has recorded beginner, intermediate and advanced tutorial videos for FileMaker 8, 9, 10, 11, 12, 13, 14 and 15 totaling thousands of hours.
John Mark Osborne is an FBA member (FileMaker Business Alliance) working closely with FileMaker, Inc. and their most important customers. John Mark Osborne has also passed the rigorous FileMaker 7, 8, 9, 10, 11, 12, 13, 14 and 15 certification tests and is proud to display the FileMaker 7, 8, 9, 10, 11, 12, 13, 14 and 15 certification logos.