Constructing a Complete FileMaker 16 CRM - Part 2
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Constructing a Complete FileMaker 16 CRM - Part 2

Learn FileMaker 16 Scripting, Calculations, Relationships and Reporting while building a Contact Manager
5.0 (5 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.
56 students enrolled
Created by John Mark Osborne
Last updated 7/2017
Current price: $50 Original price: $200 Discount: 75% off
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  • 9.5 hours on-demand video
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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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
  • Part 1 of Constructing a Complete FileMaker 16 CRM

Continue learning 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
Compare to Other FileMaker Courses
Curriculum For This Course
70 Lectures
Part 2
1 Lecture 05:45

A recap of what was created in part 1 of this video series.

Preview 05:45
15 Lectures 02:13:56

A discussion of the difference between a data entry layout and a print layout.

Layout Types

Printing a single contact at a time.

Single Contact

Including multiple addresses, phones and email addresses.

Multiple Addresses

A script to automate the process of printing.

Preview 10:15

Creating a PDF version of your print layout and saving it to a specified location.

Creating a PDF

Exporting a PDF and attaching it than email without cluttering up the user's hard drive.

Emailing a PDF

Saving a PDF in a user specified location.

Get Directory

Printing multiple contacts.

List of Contacts

Appending two or more PDFs together.

Append PDF

Printing a company with all the contacts.

Company with Contacts

Exporting from a relational database to a flat file structure like Excel.

Exporting to a Flat File

Exporting to non-standard formats using a looping script and the Export Field Contents feature.

Export Field Contents

Creating a print layout for the popular 3 by 10 printing label page.

Avery 5160 Labels

Creating a layout to print number 10 envelopes.


A contact sheet with name and phone number in three columns, organized by the first letter of the contacts last name.

Phone List with Columns
17 Lectures 02:35:22

Creating a static merge letter layout.

Regular Merge Letter

Creating the interface for the custom form letters.


Mimicking merge fields in browse mode.

Inserting a Merge Field

The print layout for custom form letters.

Print Layout

Using the Replace Field Contents feature to populate the letter with information from each contact.

Populating the Letter

Saving a letter template.

Preview 10:52

Inserting a saved letter template.

Inserting a Letter

Deleting a letter template.

Deleting a Letter

Emailing a merge letter.

Emailing a Letter

Sending a merge SMS text message using FileMaker only features.

SMS with Email

Isolating the Mobile phone so SMS messages can be sent.

Mobile Phone Isolation

Sending SMS text messages with a service like Twilio.

SMS with Twilio

Attaching a document to an email.


Tracking the history of letters, emails and text messages.

Tracking History

Tracking history for mass emails.

Tracking Multiple Histories

Adding correspondence history for phone calls and meetings.

Manual Correspondence

Indicating the last contact in an easier to view location that the portal.

Last Contact
Linked Contacts
20 Lectures 02:33:14

Learn how to create a join table to link contacts together.

Join Table

Removing inactive contacts from the popup menu.

Refining the Value List

Adding buttons and other interface to the portal.

Completing the Portals

Creating two portals to display on both sides of the relationship.

Hide Portals

Creating a popup menu based on a relationship to hide the current contact from the popup menu.

Preview 06:50

Removing the selected link contacts from the popup menu.

Dwindling Value List

Dwindling the popup menu using ExecuteSQL.

Dwindle with ExecuteSQL

Dwindling the popup menu using Set Field.

Dwindle with Set Field

A picker window for better performance over a WAN.

Picker Window

Filtering the picker window with a find.

List Filter

Making a selection from the picker window and adding it to the links portal.

Populating the Link

Excluding the selected contacts from the picker window using Constrain.

Exclude Selected Contacts

Combining the two hidden portals into a single tab.

Combining the Tabs

Reusing the list filter from the picker window in a standard list view.

Reusing the List Filter

Debugging is a key part of development.


Fixing the relationships to squash the bugs from the multi-portal approach.

Fixing the Relationships

Populating the new foreign key.

Populating Foreign Keys

Completing the new portal with the hide object feature.

Completing the Portal

Fixing the dwindling value list used in the popup menu.

Exclusion Revisited

The final steps to a complex feature.

Odds & Ends
Record Locking
7 Lectures 46:34

Sharing a file locally allows you to test record locking without uploading your file to a server.

Preview 05:24

What actions cause record locking occur and what gets locked?

Triggering Record Locking

A run through the list of script steps and which ones cause record locking.

Script Steps that Lock

How to lock a record so a script can write to it.

Owning a Record

How do global fields behave in a multi-user scenario?

Globals and Record Locking

Fixing the existing scripts to play better in a multi-user environment.

Fixing Scripts

Related to record locking, window locking occurs when trying to edit the same record in two different windows.

New Window Locking
9 Lectures 01:08:53

Basic insertion of a picture into a container field with tips on how to make it easier for a user.

Preview 05:56

A discussion of the different storage types for containers and the Manage Containers dialog.

Manage Containers

Expanding a picture using a Window Card.

Expanding Picture

The creation of a table, relationship and portal designed to store multiple files per record.

Documents Portal

Scripting the process of inserting a file.

Script File Insertion

Auto-entering the file name in a different field so it can be overridden if necessary.

Auto-Enter Name

Using the Export Field Contents feature, files stored in FileMaker can be opened and attached to emails.

Open & Email

Allowing the documents table to be shared with companies is as simple as adding a foreign key and relationship.

Universal Table

Set Field by Name can simplify nested If statements that contain Set Field steps.

Set Field by Name
Working with John Mark Osborne
1 Lecture 05:18

Find out about free downloads, blog articles, training, development, meta-consulting and one-on-one training.

Preview 05:18
About the Instructor
John Mark Osborne
4.7 Average rating
585 Reviews
4,518 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.