The Philosophy of FileMaker - Part 4
4.6 (31 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
259 students enrolled

The Philosophy of FileMaker - Part 4

Intermediate FileMaker Pro 15 with Go, WebDirect and Server
4.6 (31 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
259 students enrolled
Created by John Mark Osborne
Last updated 10/2016
English [Auto-generated]
Price: $59.99
30-Day Money-Back Guarantee
This course includes
  • 8 hours on-demand video
  • 5 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Create a Preferences section for a multi-user solution
  • Create Options for a multi-user solution
  • Increase their knowledge of ExecuteSQL
  • Create a To-Dos system with reminders
  • Add notes with timestamps
  • add notes via a portal for better organization
  • Allow for multiple payments
  • Get Maps and Directions from Google and Apple Maps
  • Design an efficient FileMaker Go solution
  • Add GPS coordinates
  • Make a phone call
  • Scan barcodes
  • Add a picture
  • Get a solution on an iOS device
  • Understand when to use synchronization
  • Work with the Perform Script on Server step
  • Add a WebDirect component to a solution
  • Deploy a solution on FileMaker Server
  • Configure FileMaker Server for Backups, Security and much more!
Course content
Expand all 76 lectures 08:01:47
+ Preferences
13 lectures 01:06:38

Preferences allow each user/account to customize the solution to their own particular way of working.

Preferences Defined

Let's start by creating the table, fields and interface for our preferences feature.

The Table, Fields and Interface

There's a right way and a wrong way to access preferences. Understanding the wrong way will help you understand why the right way is the best way.

The Wrong Way!

Using the ExecuteSQL function to grab information from preferences is a lot easier than attempts in previous videos to total filtered portals.

Easy ExecuteSQL

Placing the ExecuteSQL formula in a custom function will centralize the code, making it easier to update.

Custom Function

The first preference we will implement is the startup layout.

Go to Layout

The next preference is the size of the screen on open.

Screen Size

Options are similar to preferences but aren't unique to each user/account.


Display company information from options on the invoice print layout.

Company Info

Adding the logo from options to the invoice printing layout isn't as straightforward as the text information.


Let's add one more option so users can specify their preferred phone formatting.

Phone Formatting

On open, let's check if the account is new and add a preference record when necessary.

Open Script Verification

You might be thinking it would be easier to use variables to store preferences and options upon opening of the file.

Global Variable Preferences
+ Notes, To Dos & Cross-Tabs
9 lectures 01:15:10

A script to organize your notes is very important.

Notes Timestamp

Portals inherently organize data and are often a better choice for notes.

Notes Portal

Both note techniques covered are mostly adaptive so let's move them to invoices.

Adaptive Notes

A reminder system is handy for sales and customer service employees so they don't have to keep separate notes about future customer contact.

To Dos Feature

To better organize the to dos portal, let's sort and conditionally format it.

To Dos Sort and Format

A script automating the finding of unfinished to do items is ideal for efficiency.

Upcoming To Dos

A report can be useful for meetings or other situations where you may not have a computer available.

To Dos Report

Generate a PDF version of the To Dos report on the desktop or as an email attachment.

PDF Generation

Produce a report like you can achieve in a spreadsheet with columns and rows.

Cross-Tab Reporting
+ Payments, Currency & Addresses
10 lectures 01:20:31

The ability to apply multiple payments to a single invoice is crucial in some businesses.

Multiple Payments

With the ability to add payments, we now need a balance owed calculation.


With our new payments portal, we need to update some of the existing calculations and scripts.

Status and Overdue

Let's add a button to enter a full payment.

Full Payment

Validating for overpayments is a very important task!

Validate Payment

Allow for a single payment to be applied across multiple invoices.

Payment Across Invoices

A seasoned developer is also a good software quality assurance expert.

Testing Fund Application

Format a number for currency with a calculation outside layout mode.

Currency Formatting

A Google map is easy but what about Google directions?

Google Directions

In order to verify the validity of an address, you'll need to scrape a web site.

Verifying an Address
+ FileMaker Go
17 lectures 01:38:56

Before you design scripts and layouts for an iOS device, you first need to understand the idea behind the design of FileMaker Go.

Purpose of FIleMaker Go

FileMaker Go was designed as a client and within the limitations of a portable device so there are things you cannot do and things you shouldn't do.

Can Nots and Should Nots!

Knowing iOS screen sizes and window elements will help you design a layout that works well.

Screen Size

Layout size is the main difference between designing for desktop versus iOS.

Theme & Layout

Let's add buttons for adding records, finding, list view, calling, emailing and visiting a web site.

Startup Script & Layout

The open script needs to go to the iPhone layout instead of the desktop layout.

Form Layout Buttons

The buttons on the iOS home layout still don't function.

Home Layout Buttons

Sharing to FileMaker Go devices isn't much different than FileMaker Pro but there is one important consideration when authenticating.


Let's see what our solution looks like on an iPhone.

Logging On

Testing even the simplest features is key to a robust solution.

Testing and Fixing

Along with form view, the list view is crucial to all FileMaker solutions, regardless of the platform.

List View

Testing often takes longer than programming.

More Testing

iOS devices have the ability to provide your location with GPS, allowing you to grab the current address.


On an iOS device I prefer to use the Apple Maps URL scheme.

Apple Maps and Directions

A quick discussion of the unique features available in Container fields on an iOS device.

Pictures, Barcodes and Signatures

Live connections aren't always possible on the go so synchronization is the best alternative.


The iPhone and iPad have very different screen sizes so should you design custom layouts for each device?

What about iPad?
+ FileMaker Server
19 lectures 02:06:45

FileMaker Pro can act as a host so why do you need FileMaker Server?

Server vs Pro

Choosing the right hardware and configuring it properly will help provide uninterrupted service for your guests.

Hardware Considerations

Consider what ports need to be opened in your firewall so you are ready to go when you install FileMaker Server.


Installing FileMaker Server is not much more difficult than FIleMaker Pro but there are a few considerations.

Install and Uninstall

FileMaker Server installs a sample file so you can test immediately after installation.


Uploading a file is as easy as choosing a menu item from the FileMaker Pro or Advanced menus.

Uploading a File

The Status pane is the default screen when opening the Admin Console and shows you an overview of what's happening.

Status Pane

The Activity pane displays live information about the databases and clients using the server.

Activity Pane

Schedule backups, FileMaker Scripts, System Level scripts and more to run automatically at specified times.

Schedules Pane

Logs include events, access and web publishing.

Log Viewer

Troubleshooting a performance problem is aided by averages, peaks, lows and graphs of related statistics.

Statistics Pane

General Settings are pretty straightforward but there are a few items worth discussing.

General Settings Pane

One of the most important configuration panes for performance and functionality.

Database Server Pane

The Folders tab in the Database Server pane specifies additional file folders, a backup folder and a progressive backup folder.

Folders Tab

The Logging tab controls the frequency of data collection, the size of logs and additional logs that can be written to disk.

Logging Tab

Some plug-ins can run on FileMaker Server and Directory Service helps FIleMaker clients find an LDAP server on the network more easily. 

Plug-Ins and Directory Service

The Web Publishing pane controls settings for custom web publishing and WebDirect.

Web Publishing Pane

Should you make changes to a live database or a backup?

Live or Offline Updating

FileMaker Cloud and third party hosting services can save you up-front costs and time.

Cloud or Hosting Services
+ WebDirect
6 lectures 23:27

Before you design a WebDirect solution, understand the purpose and limitations of this deployment option.

Purpose and Limitations

The most often forgotten sharing option is extended privileges.

Extended Privileges

Be careful with your time and money and reuse layouts and code when it makes sense.

Why Design a New Layout?

Pay attention at all times cause you never know when a bug might rear it's ugly head.

Squashing Bugs

Let's test from a web browser to see what doesn't work.

What Doesn't Work?

Hide Object even works in WebDirect!

Hide Object
+ Working with John Mark Osborne
1 lecture 05:18

Services include development, training and templates.

Preview 05:18
  • Students should have completed Part 1, 2 & 3 of the Philosophy of FileMaker
  • 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
  • This is an intermediate course with some advanced information

Part 4 of this training series continues on with FileMaker Scripting, Calculations, Relationships and Reporting but then delves into FileMaker Go, WebDirect and FileMaker Server. 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 invoicing 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 this course is for:
  • Students will learn how to design and deploy a complete solution from the ground up including layout design, scripting, calculations, relational design and reporting
  • An invoicing 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 advanced information