FileMaker Document Management Solution
What you'll learn
- Create portals, filtered portals and filtered relationships
- 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
- Compare and contrast different approaches to a problem in order to design better solutions
- Learn the differences and best uses for global fields, variables and parameters
- Examine new features in the FileMaker 17 platform including Default Fields, Found Set Portal (Master-Detail Layout) and more
- Recreate the status toolbar
- Define an open script
- Script insertion into a container field
- Open and export the contents of a container field
- Attach the contents of a container field to an email including multiple attachments ala FileMaker 17
- Interface design
- Find script
- Notes portals
- Adding a row to a portal at the top of the portal
- Work with GetNthRecord and Extend to create a thumbnail view
- Custom functions
- Dynamically name windows
- Track revisions to container content
Course content
- Preview02:56
- 05:10About this Tutorial
- 03:51What is Document Management?
- Preview04:06
- 02:47Relational Theory
- 01:56New FileMaker 17 Features
Requirements
- 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 should be familiar with scripting, relational design and calculations although only a basic knowledge is necessary
- The course is taught using FileMaker 17 but can be taken by any with FileMaker 13 or later
Description
Learn FileMaker Scripting, Calculations, Relationships and Reporting while creating a document or content management solution 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 some advanced FileMaker techniques will be taught throughout this tutorial. 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 a a document management solution that organizes PDF, Picture, Word, Excel or any document you want to place into FileMaker. The completed FileMaker file at each stage is provided to assist with the learning process.
Who this course is for:
- Students will learn how to design a complete solution from the ground up including layout design, scripting, calculations, relational design and reporting
- A Content or Document 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 and some advanced material
Instructor
![John Mark Osborne](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.5 Instructor Rating
- 1,298 Reviews
- 11,740 Students
- 18 Courses
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, 15, 16 and 17 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, 15, 16 and 17 certification tests and is proud to display the FileMaker 7, 8, 9, 10, 11, 12, 13, 14,15, 16 and 17 certification logos.