Constructing a Complete FileMaker 16 CRM - Part 1
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Constructing a Complete FileMaker 16 CRM - Part 1

Learn FileMaker 16 Scripting, Calculations, Relationships and Reporting while building a Contact Manager
4.7 (16 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
77 students enrolled
Created by John Mark Osborne
Last updated 6/2017
Current price: $50 Original price: $200 Discount: 75% off
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  • 9.5 hours on-demand video
  • 8 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Design a multi-user solution
  • Identify and create one-to-many, many-to-one, one-to-one and many-to-many relationships
  • Create an Entity-Relationship diagram (ERD)
  • Design according to the principals of anchor-buoy relational design
  • Translate business systems from real-life to electronic using data modeling
  • Create portals, filtered portals and filtered relationships
  • Learn how to print properly in a multi-table environment
  • Work with columns, merge fields, labels and a variety of other print mediums
  • Create reports using sub summary parts and summary fields
  • Learn how to script complex automations with decision making intelligence
  • Create adaptive or dynamic scripts
  • Work with modular scripting
  • Capture errors and redirect programming with error analysis
  • Save and restore found sets for a better user experience
  • Compare and contrast different approaches to a problem in order to design better solutions
  • Validate and format a phone number for consistent data entry
  • Understand record locking and script for multi-user solutions
  • Learn the differences and best uses for global fields, variables and parameters
View Curriculum
  • Students should be familiar with the basics of browse, find, layout and preview mode which can be achieved by taking any of the beginner courses also available on Udemy
  • Students do not need to have experience with relational design, scripting and calculations but familiarity can help in faster learning

Learn FileMaker 16 Scripting, Calculations, Relationships and Reporting from the guy who actually wrote the book, Scriptology: FileMaker Pro Demystified. With over two decades of experience teaching FileMaker, John Mark Osborne will help you understand tough FileMaker concepts with ease. Intermediate and advanced FileMaker techniques will be taught throughout the three part tutorial series. In order to better understand every nut and bolt that goes into designing a solution, a single file will be created from scratch. The chosen solution is an Contact Manager or CRM solution for its familiarity to a wide audience and flexibility of applying techniques to other solutions. The completed FileMaker file at each stage is provided to assist with the learning process.

Who is the target audience?
  • Students will learn how to design a complete solution from the ground up including layout design, scripting, calculations, relational design and reporting
  • An contact management solution will be used as the basis for the course but the concepts learned can be applied to any solution
  • This is an intermediate course with some beginner information
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Curriculum For This Course
82 Lectures
7 Lectures 35:55

Find out more about FileMaker expert John Mark Osborne.

Preview 03:31

Information about how this tutorial is organized.

About the Tutorial Series

Why was a contact manager or CRM selected as the exercise for this tutorial?

Why a Contact Manager?

A demonstration of the final contact manager so students can visualize the end game.

Preview 06:00

A description of how the example files are organized and presented.

Work Files

FileMaker 16 is great but only adds a small percentage of features when compared to the entirety of FileMaker.

Importance of FileMaker 16

A brief overview of all the features added to FileMaker 16. Important features will be discussed at length throughout the videos series.

New Features Overview
Nuts & Bolts Approach
13 Lectures 01:23:41

Creating a solution from scratch is the best way to learn the entire process of developing a FileMaker database.

Brand New File

Data entry fields allow the user to enter data about a contact.

Data Entry Fields

Housekeeping fields track creation and modification information about records.

Housekeeping Fields

Themes are a collection of object styles that make developing a professional interface easier.


Let's import some sample data so we have information to find, sort and manipulate.

Import Data

Determining the window size for a solution is a critical task in the early stages of development.

Window Size

Let's apply a basic interface to our burgeoning solution.

Basic Interface

Autosizing allows objects to move and/or grow as the window is resized.

Preview 07:22

Hiding extraneous FileMaker interface increases valuable screen real estate.

Hide Toolbars

With the Status Toolbar hidden, features need to be recreated with scripts and other tools.

Recreating the Status Toolbar

A list layout is critical to showing a user a hit list after a find is performed.

List Layout

Perfecting the transition between form and list view is critical for a professional looking solution.

List Revisions

Column headers can have buttons attached to sort database.

Sorting Column Headers
Firm Foundation
15 Lectures 01:40:45

Drop that mouse! A good plan always leads to a good outcome.

Planning your Solution

Data modeling is the process of translating a real life scenario into an electronic representation.

Data Modeling

An ERD represents the structure of your solution in a visual manner.

Entity Relationship Diagram (ERD)

Simple ERD examples to help you learn the process of determining cardinality.

Example ERDs

The ERD that will be used for the solution in this video.

Contact Manager ERD

The formal document outlining your project.

Requirements Document

Create the tables and fields for the contact manager.

Source Tables & Fields

A discussion of the variety of key fields that can be used for the backbone of your relationships.

Key Fields

Relationships allow your tables to communicate.


Understanding the variety of features in the Relationship Graph will assist you in efficiently creating FileMaker solutions.

Relationship Graph Features

Portals allow you to view the contents of the many side of a relationship.


There are a variety of options for relationships that allow you to control how they function.

Relationship Options

A discussion regarding how cardinality is determined in the FileMaker Relationship Graph.

Preview 03:37

Value Lists allow for the creation of radio buttons, checkboxes and popup menus.

Custom Value List

What is the separation model and how can it benefit my solution?

Separation Model
Advanced Relational Design
13 Lectures 01:50:39

A method for optimizing the organization of relationship.

Anchor Buoy Relational Design

The new relational structure requires updating of the portals on the layouts.

Fixing the Portals

Tips to make the most out of the Relational Graph.

Enhancing the Relational Graph

With the relationships in place, it's time to create the company layouts.

Company Layouts

Creating a popup menu to populate a foreign key.

Connecting Companies & Contacts

Using a popover to enter a new company from the contacts layout.

New Company from Contacts

Creating a portal on the companies layout to allow for the addition of contacts.

Adding Contacts to Companies

The Go to Related Record script step is crucial for translating a relationship into a found set of records.


An adaptive script for adding new portal rows.

New Portal Rows

A dynamic script for deleting rows from a portal.

Preview 05:51

Creating a self-join relationship to display contacts related by company.

Related by Company

Sorting portals can be done in two ways, each with distinct advantages.

Sorting Portals

Interface to filter contacts in a portal.

Filtered Contacts
16 Lectures 01:46:07

Working efficiently with the calculation dialog is the goal of this exercise.

Anatomy of a Calculation

The calculation dialog is attached to most features in FileMaker, increasing the power significantly.

The Ubiquitous Calculation Dialog

Unstored calculations recalculate whenever the screen refreshes.

Preview 07:27

The Replace Field Contents feature places the same value on every record in the found set.

Replace Field Contents

Save space by using Placeholder text to label a field.

Placeholder Text

Use the Filter function to remove formatting from a phone number field.

Filter Function

Auto-Enter and Validation fire in a certain order that determines how the two features work together.

Combining Auto-Enter & Validation

The Let and Self functions aren't necessary but can drastically improve the adaptiveness of a calculation formula.

Let & Self Functions

Centralizing calculation code makes a more efficient solution.

Custom Functions

The Hide Object features allow for a professional interface.

Hiding Objects

Conditional Formatting changes font and other characteristics based on a calculation formula.

Conditional Formatting

A Web Viewer can create a Google map with the right formula.


A URL constructed of name-value pairs can be recreated in FileMaker using a calculation.

Driving Directions

FileMaker has a duplicate search operator but it can only be used on a single field.

Duplication Calculation

The validation feature triggers differently for each validation type.

Validation Types

Object states are often overlooked but provide significant power over how an object appears.

Object States
17 Lectures 02:05:10

An introduction to scripting including a definition and how scripts are triggered.

Scripting Primer

Familiarity with the Script Workspace dialog and menus is important for efficiency.

Script Workspace Dialog

Adaptive scripts for navigating between form and list view layouts.

Form & List

Scripts for creating, duplicating and deleting records.


A script to create a new contact with the current company attached.

New Contact from Companies

Sending email from FileMaker with Mac Mail or Outlook.

Send Mail

The Open URL script step is crucial for connecting FileMaker with a web browser.

Open URL

The Dial Phone script step makes it easy for you to dial a phone from the Windows operating system.

Dial Phone

A better interface for sorting list view.

Sort Menu

Finding contacts with birthdays in the upcoming month.

Upcoming Birthdays

Finding by letter of the alphabet using a single adaptive script.

Preview 07:03

Organizing notes using the Set Selection script stipend the Get(CurrentTimestamp) function.

Time Stamped Notes

Fixing the Show Custom Dialog message.


Deleting duplicates using a looping script.

Deleting Duplicates

Two methods for deleting the oldest rather than the newest duplicate.

Deleting the Oldest Duplicate

Converting the data that was imported from a flat file to the relational structure of the Contact Manager.

Flat to Relational

A script to parse the more complicated company information.

Parsing the Company
Working with John Mark Osborne
1 Lecture 05:18

Consulting, Meta-Consulting, Training and Solutions.

Services Offered
About the Instructor
John Mark Osborne
4.7 Average rating
584 Reviews
4,517 Students
9 Courses
FileMaker Pro Expert

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.