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Up and Running with FileMaker Go

Up and Running with FileMaker Go

with Cris Ippolite

 


Discover how to use FileMaker Go to take your database along on your iPhone or iPad. In this course, author and FileMaker database expert Cris Ippolite shows you how to manage FileMaker databases, print and export data, and perform searches on iOS devices. He also offers FileMaker developers some design considerations and extra session management precautions to keep in mind when building databases for FileMaker Go, as well as how to use "URL schemes" to interface with other iOS apps.
Topics include:
  • What is FileMaker Go?
  • Opening files via the File Browser
  • Working with records in FileMaker Go
  • Exploring container fields
  • Designing for FileMaker Go
  • Understanding session management
  • Communicating with other iOS apps

show more

author
Cris Ippolite
subject
Business, Databases
software
FileMaker Pro , FileMaker Go
level
Appropriate for all
duration
1h 15m
released
Apr 09, 2013

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Introduction
Welcome
00:04Hi, I'm Cris Ippolite and welcome to Up and Running with FileMaker Go.
00:08FileMaker Go allows you to run FileMaker Databases on iOS Devices like iPads or iPhones.
00:14In this course, I'll show you how to get your FileMaker Databases on to
00:17your devices or to even connect to databases that are being hosted by FileMaker Server.
00:22I'll get you familiar with the FileMaker Go interface and how you can get around
00:26in your databases when you're on the devices.
00:27I'll also show you how to optimize your FileMaker Layouts so they look clean and
00:32slick on the different devices.
00:34I'll even show you a cool way to have your FileMaker Databases communicate
00:37with other iOS apps.
00:39Now let's fire up those devices and get Up and Running with FileMaker Go.
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What you should know
00:00Up and Running with FileMaker Go assumes that you've already built your
00:03FileMaker databases.
00:05I cover how you can work with those databases on your iOS devices.
00:09If you're not comfortable with the concepts behind building the databases,
00:12please take a moment and go back and watch the FileMaker 12 Essential Training,
00:15FileMaker Pro In Depth or even Relational Design with FileMaker Pro.
00:21I've also include a couple of movies that showcase cool techniques that
00:24I've never shown before.
00:25So make sure to take the time and visit each section as you browse through
00:28this course.
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Exercise files
00:00If you're a premium member of the lynda. com online training library, you'll have
00:04access to the exercise files used throughout this course.
00:07The way that the exercise files are laid out is that they all come in one folder
00:11and then within that folder you see there's a subfolder for every chapter.
00:15Within the chapter, there are folders for each one of the movies that has an exercise file.
00:20So that way, you can go directly to any one of the chapters or any one of the
00:23movies and open up the exercise file that pertains to it.
00:27In some cases, I've also included some additional files like links to
00:30downloadable PDFs or even barcodes for you to scan in some of the exercises.
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1. Understanding FileMaker Go
What is FileMaker Go?
00:00So you've heard about this product FileMaker Go and you're wondering what is it?
00:03Well, let's look at it this way.
00:05Based on Apple's latest earnings, the company is selling 250,000 iPads everyday
00:10and 500,000 iPhones everyday.
00:13It's a staggering and almost incomprehensible number.
00:17Now a large number of those device users also need custom database solutions,
00:21and business owners are already buying the devices and trying to make a
00:25business case for them.
00:26So imagine if you could pitch those same business owners and decision makers on
00:30a platform that not only provides a low cost app development environment for
00:34iOS, but that those same applications could then be networked to an expansive
00:39back-end system that could be shared with hundreds of users simultaneously.
00:42Well, that exist and it's a product called FileMaker Go.
00:46In this course, I'm going to introduce you to the FileMaker Go
00:49application environment.
00:50So FileMaker Go is a true FileMaker Pro client extended to the iPhone, iPad and
00:55iPod Touch as an iOS application.
00:58The application is free of charge and can be downloaded from the iTunes store
01:02to any iOS 6 device.
01:04So when you're planning your databases and determining which user groups you'll
01:08have, it's now very important that you include users that are outside your
01:12network that have access to possibly an iPhone, an iPad or an iPod Touch.
01:17So if you use your imagination, this can open up the door for things like
01:21creating sales quotes for industrial machinery, creating walking portfolios
01:26of digital creative samples, managing car rental agreements and deliveries on
01:30the road, tracking multiple printing projects on the shop floor, conducting
01:35neighborhood surveys door-to-door, clothing inventory to assist customers while shopping.
01:39The list goes on and on and on and these are all examples of things that people
01:43are already doing with FileMaker Go.
01:46With over one-half million downloads and counting, users are already finding
01:49interesting ways to use FileMaker Go on iOS devices.
01:53Now you can extend your existing database to users anywhere in the world or
01:57even create your own single-user iOS app.
02:01FileMaker Go allows users to view and manipulate FileMaker Pro databases that
02:05are either hosted or copied onto a user's mobile device.
02:08In the same way that Mobile Safari allows iOS users to work with websites
02:12designed for the desktop, FileMaker Go lets users access layouts that were
02:16created in FileMaker Pro with no additional modification required.
02:22Of course, developers can opt to tailor their layouts to serve the screen size
02:25and the fingers of the iPhone and iPad users.
02:30Actually, you'll notice that in our exercise files for this course that we
02:34already have a series of layouts that are created for the different iOS devices.
02:37You'll notice that they're organized into either iPad or iPhone versions.
02:43The exercise files also already have what we call an Open Script that detect
02:48which device and then take the users to those appropriate layouts.
02:52FileMaker Pro does a fantastic job of preserving fidelity across all platforms.
02:58So what works in FileMaker Pro, works in FileMaker Go, albeit with some
03:02important exceptions that are going to be covered later in this course.
03:05FileMaker Go is a client that's intended for working with your existing
03:09FileMaker 12 databases.
03:11Now recognize as a developer, you're not going to have access to any of the
03:15authoring capabilities when you're on the device.
03:17For example, if you're in FileMaker Go, there's no Layout mode or Manage
03:21Database dialog, but you'll still continue to do all of the development work
03:25on the desktop and then view all the results on the mobile device.
03:28In this course, I'll show you how to work with your databases inside of the Go
03:32app and discuss some considerations when creating databases for use on Go.
03:36One important note, FileMaker Go 12 only works with FileMaker Pro 12 files.
03:41All of the exercises in this course are .fmp12 files, so those can work on FileMaker Go 12.
03:49FileMaker Go is a true FileMaker Pro client that dramatically extends the
03:53reach and convenience of FileMaker Pro databases to the iPhone and iPad as an iOS application.
03:59So join over the one-half million users and counting and enjoy playing around
04:04with your current databases as iOS apps as you get more familiar with
04:08FileMaker Go.
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Exploring some FileMaker Go apps
00:00Before we get started with this course, I just wanted to direct you to something
00:04that you'll file on the filemaker.com website, which is a showcase of various
00:08different FileMaker Go applications.
00:10If you go to the site and check it out, this will really help you wrap your
00:13head around, what you can do with FileMaker Pro on either the iPad or iPhone or iPod Touch.
00:19You go to the website, as you see here on screen, you can click around and see
00:23all the different applications that people have built; really some really neat
00:27stuff since FileMaker Go has been around for a couple years now.
00:30Hopefully, clicking through this will give you an idea of what's possible with
00:34FileMaker Go and then when you're your curiosity is piqued, you can come back
00:37and take a look at the rest of this course.
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2. Getting Started with FileMaker Go
Getting files on the device
00:00Your first step when working with databases in FileMaker Go is to either
00:03transfer your databases to the device or to connect to a hosted database.
00:08There are several ways to transfer files to FileMaker Go in order to use them
00:12locally on your device.
00:13The first option is through iTunes. You can connect your device directly to your
00:17computer and then open up iTunes and then you'll click on the device here and
00:22you'll navigate over to Apps.
00:25Now if you scroll down below the fold, and it's kind of easy to miss, you'll
00:29notice that there's a series of different apps listed under File Sharing.
00:32And if you click on the FileMaker Go 12 App, you're going to see all of the
00:36different documents that are currently on your device.
00:39You may not see any documents on your device or maybe just some of the documents
00:42that shipped with FileMaker Go.
00:44But if you want to add a new one, you'll notice that there's a button called Add
00:47here in the bottom right-hand corner.
00:50Select Add, navigate to the file that you want to add to the device, and hit Open.
00:57You'll immediately see it in your list of FileMaker Go Documents.
01:03You won't have to sync in iTunes in order for that file to show up on your device either.
01:07You'll automatically see it in the File Browser.
01:10You can also select an existing file and by simply hitting the Delete key on
01:14your keyboard, you can remove it from your device.
01:18Also if you want to transfer a document from the device on to your local
01:22machine, you can just select the document and then hit the Save To option and
01:28pick the location for where you want to save it.
01:31Another very easy way to get a file onto your device is to email the file as an
01:36attachment to an email address that you can access on your device.
01:40So you see here, we've attached a database to our email and emailed it to an
01:45address that we can check on the device.
01:48Now when you're on the device, you can select your email and you'll notice that
01:52the attachment still has a download.
01:54So if you click on it, it will take a minute to download.
01:58Once it's downloaded, you'll notice the FileMaker icon and you can then click on
02:02the attachment and you get some options for opening it up.
02:05Here we're going to select FileMaker Go for iPad and it will automatically open it up in your device.
02:13You can also use your device's Safari application to access a file hosted on a web server.
02:19So for example, if you receive a link via email, you can either click on the
02:23link and download it directly or for example here, you'll notice that Safari
02:27recognizes it as a file and allows us to pick the application that we want to open it up with.
02:32So here, I can say, Open Up in and I'll pick FileMaker Go for iPad.
02:36And once again, the file opens up inside FileMaker Go.
02:40If the file already exists on your device when it's transferred using mail or
02:44the web, the file is added to the files on device list with a serial number
02:49appended to the files name.
02:51You can see here for example, Invoices 02_01 is represented three different times.
02:55So if you'd like, you can easily remove the duplicates by sliding and hitting the Delete button.
03:00So FileMaker Go has many different ways that you can transfer your databases to your device.
03:06Once you get your devices loaded, you can then open it up and start to play with it in Go.
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Opening files via the File Browser
00:00When you first open FileMaker Go, you're presented with what's called the Home Screen.
00:05The Home Screen makes it easy to access all the files on your device or connect
00:08to remotely hosted devices.
00:10But before we get to those, you will also notice in the upper right-hand corner,
00:14if you click on this little wrench icon you'll be presented with the settings.
00:18And it's not a bad idea to go on here to change things like Usernames or if you
00:23want to show your Status Bar or turn on and off Auto-Correction and the rest of
00:26it is just information about the device and about the FileMaker app.
00:29So now we can close the Settings window and we'll see the File Browser.
00:35Once you've transferred your databases to your device or if you have a database
00:39hosted on the server, you will be able to open them up and start using it
00:43through this File Browser Interface.
00:44FileMaker Go provides the File Browser to manage local files and any servers
00:49that you may want to connect to.
00:50For example, all the files you see on the left-hand side are files that are
00:54stored locally on the device.
00:56You can't share this unless you send it to someone else.
01:00These are not hosted or networked.
01:01They're single-user files.
01:03But you'll notice over on the right-hand side that you have access to Remote
01:07Files and Hosts and even recently opened files.
01:11Under Remote Files and Hosts, if you select the icon with the server and
01:14the magnifying glass, FileMaker will open up the dialog for searching
01:18Local Network Hosts.
01:20Now if your device is logged on to the wireless network as your FileMaker
01:24server, this is where you will see the FileMaker server name listed and
01:28potentially multiple different FileMaker servers if you have multiple servers on the same network.
01:33Once you select that FileMaker server name, you will then be able to choose from
01:38the different files that are hosted on that network.
01:40In this case, we don't have any Local Networks, so I'll dismiss this dialog.
01:44Opening a hosted file establishes a live connection to your database exactly as
01:49FileMaker Pro does while working with it across a Network connection.
01:52It relies on that connection throughout your session.
01:55So keep in mind, if your network access drops, so too will your connection to any hosted databases.
01:59You're going to access hosted databases if they're available over WiFi or even
02:04cellular 3G or 4G networks, albeit with slower performance in the latter case.
02:10In order to access your hosted database, you'll need to enable the FMP app
02:14extended privilege on at least one active account.
02:18So you'll see here, we have the Admin account, which is connected to the Full Access Privilege Set.
02:22And the Full Access Privilege Set has the FMP app, FileMaker Network app enabled.
02:29This will make the database visible when we select the server that it's hosted on.
02:33One important note that if for some reason you can't see your FileMaker server
02:38or the hosted file, make sure that your port 5003 is opened to allow for access
02:43outside your network or potentially even inside the network if your server has a Port Firewall.
02:49Once you have your FileMaker database hosted on the server, you can then set up
02:53that server on your device.
02:55You'll notice that we have the server icon with the plus sign, which allows us to
02:59add a host address and even name that host.
03:02Here's where we will type in the IP address of the server and we can even name
03:07the server for future reference.
03:10Then we'll hit Save and now we see that Server listed under our Favorite Hosts.
03:14Now if I tap on the host name, you'll see a window appear and this window
03:19allows us to select from any of the files that are hosted on that server.
03:23So as we see, we've got two databases set up on the server that have the FM app
03:28Extended Privilege enabled.
03:29So when I select one of those files, the file opens in FileMaker Go.
03:35You'll also notice in the Title Bar across the top of the screen that in
03:38parenthesis, it tells us that it's being hosted on a FileMaker server called
03:42FileMaker Server 12.
03:44That's how you can tell the difference between your files that you're connected
03:48to on a server versus the files that you're opening locally on your device.
03:51Now once your file is open in Go, you can interact with the database just like
03:55any other user on the network.
03:57You can run scripts within your own session, create your own found sets and see
04:00the changes that others are making reflected immediately.
04:04And any changes that you make will also be seen immediately by other users on the network.
04:09Keep in mind you don't necessarily need a WiFi connection to access your hosted databases.
04:13Your device's connection on the either 3G or 4G LTE can also be used.
04:18But just keep in mind that your latency, if any, is driven by the size of the
04:22database and the types of data that you're sharing.
04:24FileMaker Go allows you to not only access files stored on your device, but
04:28also to interact with hosted files as if you were another user on the network,
04:32thus extending the usability of your databases beyond just your Local Network's range.
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3. Touring the Interface
Using the window picker
00:00Once you transfer your databases to your device or host them so that they can
00:04be accessed on a device, you can do virtually everything you can in FileMaker
00:07Pro on the desktop.
00:09First, you'll need to get familiar with some of the differences in the
00:12FileMaker Go Interface.
00:13FileMaker Go supports Browse mode and Find mode but it does not support
00:16Layout mode or Preview mode, so you're going to want to keep that in mind as
00:20we go through this tour.
00:22And while many of the same FileMaker Pro menu commands are available in
00:25FileMaker Go, you will find that they are in different locations and we're going
00:28to go through those throughout this chapter.
00:29As I mentioned previously, you're not going to find any of the database
00:32development tools in FileMaker Go, so references to those menu items are not
00:36going to be present.
00:37Now once a database is open, you're going to have access to different menus and
00:40different parts of the screen.
00:42menus are going to be in the same place on both the iPhone and iPad versions of FileMaker Go.
00:46The first thing I wanted to show you is the Window Picker.
00:48This presents users with an interface similar to Mobile Safari that allows a
00:52user to open additional windows or select from any of the open windows.
00:56You can also close windows, open additional files or close them all.
01:00Like in Mobile Safari, if you click on the number, that indicates that you have
01:04more than one file opened at a time.
01:07Sometimes you can even have more than one window within the same file open and
01:11you can simply slide through each one of those and preview them and select the
01:15one that you want to view.
01:16You'll also notice that when you're in the Window Picker, you can open a new
01:20window by hitting the green plus sign on the bottom right-hand corner; and that
01:24will open a new window in that file. So you see we are in the tasks file.
01:28I hit the green plus button.
01:30It opened a new window in the tasks file.
01:33And just like on FileMaker Pro on the desktop, when you open a new window, the
01:36new window will inherit the layout, found set and sort order of the window that
01:41was open when you hit the green plus sign.
01:43I can also hit the Window Picker again and choose the red X to close out certain windows.
01:49When you close the last opened window of a file, that file is then officially closed.
01:55If you do not see a number reflected in the upper-left hand corner, that means
01:58that you only have a single window open.
02:01If you see a number, that means you have multiple windows open, and you can
02:04always choose the Close All button in the upper-left hand corner to close all open windows.
02:09Keep in mind though, when you're in the Window Picker interface, not only can
02:12you work with windows, but you can also click on the Files tab in the top-middle
02:15of the screen, which brings you back to your file browser allowing you to choose
02:19either files that are already on the device or recent opened files or files that
02:23are hosted on a server.
02:25This way you can select one of these files and now that window is going to be
02:30added to the open windows on the device.
02:33And once you're done viewing all these windows, you can close them all by
02:35hitting the Close All button.
02:38One quick note, the FileMaker Go for iPhone version of the Window Picker is
02:41slightly different than the version of the Window Picker for the iPad.
02:45So just be aware when you're working with FileMaker Go on the different devices
02:48that they might have some slight differences in the user interface.
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Navigating the title bar and Tools menu
00:01When you open up a database in FileMaker Go, you'll notice that across the top
00:05of the screen, you have a blue bar, which is called the Title Bar.
00:08The Title Bar not only contains the name of the file that you have opened, but
00:11if you opened up a hosted file, you'll see the name of the server that hosting
00:15it parentheses next to the name.
00:17In the upper-left hand corner of the Title Bar, you'll also notice you have your
00:20window picker icon. But in the upper right-hand corner, you'll find the tools
00:24menu, which is this wheel icon. The tools menu combines together various
00:28different options that you'll find on menus in the desktop version, all combined
00:32together into this one tools menu.
00:34For example on the Desktop version, you'll remember that you have a dropdown of
00:38all the different layouts helping you navigate from layout-to-layout, which you
00:42can access either in Layout mode or Browse mode. And in FileMaker Go,
00:46you'll see that that Layout dropdown is here in the tools menu.
00:48So when I just click on Layout, I'll see all the different layouts and
00:52you'll also notice that they're organized in the same manner as you had it
00:55on your desktop version.
00:56For example these first three are separated with a separator in my Manage
01:01Layouts window so they show up this way in Go.
01:03You'll also notice that I've created folders that contain different layouts and
01:08this is how the folders look when you access them on Go.
01:11This allows you to navigate between layouts just like you would on the desktop version.
01:15Also, by default, any layout that you create on the Desktop version can be
01:19viewed either in Form, List or Table view. If you don't go into the Layout
01:23Settings and turn off one of these different views, you can still move from
01:27Form, List or Table using this option here in the tools menu.
01:31For example, I just change to Form, then I'll change it back to List.
01:37You also have the ability to turn on or off Show Toolbar as you see the toolbar
01:42across the bottom disappears, but you can also do that via scripts when you
01:46design the database on the Desktop version.
01:48If you have a portal or some sort of related value that needs to require a
01:51refresh window, that option is also found here.
01:54Now you also have a Scripts menu on the Desktop version. If you have certain
01:58scripts on your database that you want to have visible in that scripts menu,
02:02you'll check a little blue check box next to that in the Manage Scripts window.
02:06Now when you are in Go, and you hit Performs Script here in the tool menu,
02:10you'll see those same scripts showing up.
02:13Now as you see here, we don't have any scripts that have that checkbox checked.
02:17So just like on the desktop version, we don't see any scripts listed here.
02:20So the tools menu combines together various different menus that you find on
02:24the desktop version allowing you to perform those same functions here in
02:27FileMaker Go.
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Printing and exporting in Go
00:00FileMaker Go supports printing to iOS compatible printers and offers
00:05functionality very similar to that provided by the Desktop version, although
00:09there are some minor differences due to the specific print options supported by iOS.
00:13If you want to print a layout while you're in a database in FileMaker Go, you'll
00:18go up to the icon in the upper right-hand corner of your tittle bar and you'll
00:22notice that you have an option for Print.
00:23When you select that option, you'll see some familiar options here like being
00:27able to choose the record range, either the current record or found set, and
00:30these are things that you'll see in the desktop version in your print driver.
00:34You also still have the option to be able to print a Blank Record as you do on
00:37the Desktop version.
00:39You can also pick numbers from a Range
00:44and choose your Paper Size, Orientation and Scale.
00:47Once you've chosen the options for printing, you hit the blue Print button in
00:51the upper right-hand corner, select your wireless or iOS compatible printer,
00:55choose how many copies and then choose the blue Print button.
00:58FileMaker Go has a lot of similarities to printing on the desktop.
01:02For example, whatever layout you're on, when you select the Print command as
01:05well as the found set of records that you're looking at when you select the
01:08Print command will be the ones that get printed. However, keep in mind that
01:11there are some subtle differences with the Desktop version.
01:14The following features are supported for printing using FileMaker Go, but must
01:18be first set up using FileMaker Pro or Pro Advanced on the Desktop first.
01:22Things like shrinking and sliding of layout objects, shrinking of layout parts and
01:26hiding different layout objects all need to be developed on the desktop first.
01:30Using multiple columns or fix page margins and then doing things like printing
01:35Record Ranges, Page Number, Paper Size, all the things that we looked at here in
01:38this view can all be saved or restored into a print script on the desktop.
01:43Now you'll also notice that you have an option for PDF.
01:46Printing to PDF is very similar to saving to PDF on the Desktop version.
01:51It'll create a PDF version of whatever it is you're looking at on screen, the
01:54layout and the found set.
01:56On the Go device, you'll notice that you can view a PDF by hitting the View button.
02:01We'll open up this PDF in your preview. And if we dismiss that and go back to
02:07the PDF option, again found under Print and then PDF, you'll notice that you
02:12can also choose to email a PDF and you'll see that that PDF is an attachment in your mail message.
02:25Finally, you can choose to save this PDF.
02:29Now when you hit save, the PDF gets saved to a special section in your file browser.
02:37You'll notice that there is now a section called PDF and you have the PDF
02:40that you just created.
02:41FileMaker can only save or export files into its own Files on Device section of the File Browser.
02:53Back under the tools menu, you'll notice underneath the Print option, you also
02:56have the option for exporting.
02:58FileMaker Go supports exporting data out of your FileMaker Database into a file
03:03format that will also appear in special section in your file browser.
03:08If you want to create an export, what you can do is navigate to the layout that
03:13has the data you want to export, go to your tools menu, select the Export option
03:19and then name the export file and then choose the file format.
03:26You can see here currently, these are the file formats that are compatible with
03:30FileMaker Go; either CSV, DBF, the Excell Workbook, only the Excel XLSX option,
03:37HTM, Merge files and Tab-separated.
03:40Here we'll select CSV.
03:41Now it's important for us to be able to choose the fields that we actually want to export.
03:45So when we hit the Selected Fields option, you see that we've got all the fields
03:49that are found on this current layout. I can reorder them by clicking and
03:54holding down the icon on the right-hand side or removing the checkbox and
03:59excluding it from the export.
04:01Once I'm done selecting the different fields that I do want to export, I hit the
04:06Done button and now I can choose the option for Use Layout Formatting or leave
04:10it off as it is. I can choose to email this export which of course will bring
04:14up a new email in my mail program or I can choose to save it, which I'll do here
04:18by hitting the Save button.
04:20You get a message that says that your file, whatever you named it and whatever
04:23the format is, has been saved to FileMaker Go file browser. I can view it in
04:28preview or if I go back to the file browser, I can see that not only do I have a
04:39PDF section, but now I have a comma separated text section as well.
04:42If I were to export files as CSV, they would all show up in that same section.
04:51Finally, also under the tool menu, you have the option for saving and sending.
04:55Just like you do on the desktop, you have the ability to save a copy of the
04:59database to your file browser or send a copy of the database via email.
05:05If you want to a share database that's stored only locally on FileMaker Go, you
05:08can email it by using this option, but you can't email databases that you're
05:12logged into that are on a host.
05:20You also see that you have the option to Save or Send a Snapshot Link.
05:24So in the case where you're logged in to a hosted database, you can choose
05:28Snapshot Link, it'll pop up your mail program and then send a .FMPSL file to the recipient.
05:37If the recipient has FileMaker Go, or if they access this on their Desktop and
05:42they have FileMaker Pro, all they need to do is click on that snapshot link;
05:45they'll be logged in to the hosted file, they'll be taken to the same layout
05:49with the same found set that you had when you created the snapshot link.
05:52So you can see that you have a lot of different options for getting data and
05:56databases or files off of the FileMaker Go application and be able to share
06:01those with other users of FileMaker.
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Using the status toolbar
00:00When you have a database open in FileMaker Go, you'll notice across the bottom
00:04of the screen you've got a blue bar and actually if you don't have the blue bar
00:08there, that's because you might have your toolbar turned off.
00:12The blue bar is called the toolbar and if you notice that the OFF button is set
00:15here when you open up your tools menu, that's because either the developer has
00:20scripted to turn off or hide the toolbar or it's been turned off manually.
00:28But when the status toolbar is shown, you can see it across the bottom at the
00:31screen. It allows access to the Layout menu, which is also available in the
00:35upper right-hand corner on the toolbar.
00:36But if you notice the icon on the bottom-left, it tells you what the name of
00:40the layout is that you're currently on. If you hit the button, you'll again
00:44see another way that you can navigate to different layouts in your database.
00:48You can also navigate with in the layout that you're already on between the different views;
00:53Form, List and Table as you see across the top.
00:56All of your separators and the folders that you created on the Desktop version
01:00in your Manage Layouts are all supported here.
01:04You'll notice in the middle of the status toolbar is a slider that allows you to
01:08navigate from record to record.
01:10Here we have a very large found set of 1535 records; tells us that they're
01:15sorted and I can slide between them or use the arrow to navigate to different records.
01:22And as I hit the arrow you can see the black bar on the very left-hand side of
01:27each record indicating which of those records is active.
01:31On the bottom-right hand corner of the Status toolbar are the menus that
01:34allow you to work with the different records like add, duplicate, delete and delete found set.
01:39And also the different functions involving finding or searching with records.
01:43We're going to cover those options later in this chapter.
01:45But just keep in mind that if you do decide to hide the toolbar, even though
01:49that's a common practice on the Desktop, if you do that on FileMaker Go, your
01:53users are not going to have the ability to add records or work with records or
01:57navigate between them or navigate to different layouts.
01:59So it's up to you, the developer, to provide them with buttons that will support
02:03those same functionality when they're on the device.
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Performing finds and sorting found sets
00:00When in FileMaker Go on a device, users can search using Find mode in much the
00:05same ways they can using FileMaker Pro on the Desktop.
00:08To enter Find mode you use the Find menu located in the status toolbar, that's
00:12the very furthest right icon on the bottom right-hand corner of your screen.
00:17Now keep in mind, if you've chosen to hide or suppress the status toolbar in the
00:22programming of the database, your users aren't going to have access to these
00:26options and you'll have to create buttons with scripted actions assigned to them
00:29to perform the same tasks.
00:31So if we look at the Find menu, you'll see that we not only have options for
00:35searching through the database, but we also have options for working with
00:38records that are already in the database, like sorting which we'll get to in a
00:42moment or omitting records and showing the omitted records.
00:44But what we want to do here is enter Find mode and now sometimes you'll get this
00:49message on screen that says Find mode and it asks you if you want to clear out
00:54your existing find request.
00:55All that this indicates is that you've performed a search in this database
00:58already and it means that it's restoring your find requests and asking you if
01:01you want to keep those.
01:02Now quite frankly, this is a little odd as far as user interface is concern
01:07because if you work with FileMaker Pro in the Desktop, certainly FileMaker does
01:10restore your previous found set, but it doesn't ask you if you want to use it
01:14every single time you try to perform a find.
01:17So you're going to find yourself dismissing this quite often.
01:19So you just say Yes to clear it out and this gives you a whole clean slate for
01:23entering find criteria.
01:24So just like you would in FileMaker, you want to enter in find criteria into the
01:28appropriate field; so here I've clicked inside Company and I can then either add
01:33more information into other fields or if I'd like to -- and you'll notice by the
01:37way that the Status toolbar moves up a bit when your keyboard is showing --
01:40I could add additional requests, duplicate a request, revert a find request and I
01:46could include the matching which is of course by default or I can choose the
01:50omit option, same kind of options that you have available to you on the Desktop.
01:54Here, I could constrain my existing found set based on these criteria or extend it
01:59or do a traditional perform find.
02:02Here we'll pick Perform Find and you'll notice another message that comes up
02:05on screen when you're finding records and that tells you how many records are found.
02:09You can dismiss this by hitting OK. You'll notice that that found set is
02:13reflected on the bottom of your screen where it says Record 1 of 3 and then the slash.
02:18So this tells me that we've got a found set of three records out of the total of 1534.
02:23We can navigate through those three records and found sets work in the same
02:26manner as they do when you're working with them on the Desktop version.
02:30If you went to print or export or save as a PDF right now, it will only print,
02:34export or save as PDF these three records in the found set.
02:36Unless of course I went into my Find menu again and said Show All Records.
02:41Now you see in the bottom of the screen I've kept the active record, but I'm now
02:45showing all records in the 1534 record found set.
02:49There is another option available to you if you want to do some searching.
02:52If you look in the Find menu you'll notice, two options up from the bottom is
02:56the Quick Find option.
02:57Now when you select the Quick Find option, instead of the Quick Find being in
03:00the upper right-hand corner of the toolbar as it is on the Desktop version, it
03:04comes along in the bottom of the screen and you'll see it here right above the
03:08keyboard and I can search inside here for some criteria and then when I'm done I
03:14can hit the search button on the keyboard.
03:17FileMaker will then search all of the different fields that I have left to
03:21include in the Quick Find, and of course I can manage that in Layout mode using
03:25my inspector on the Desktop version only.
03:27But it searches all of the different fields and it tells me here that I've
03:31got five records found.
03:32And much like Quick Find operates on the Desktop, you'll see that here I've
03:36found a match in the First name, here it appears I've found a match in the
03:41Company name and even the Email for that matter and here you see in Address 1
03:47there is a B-o-o and so on.
03:51So Quick Find operates in the same manner as it does on the Desktop and if you
03:54want to limit the fields that are being searched in the layouts that you have,
03:57in FileMaker Go, then just go and select them in Layout mode when you're using
04:01the desktop and exclude them from Quick Find.
04:04When you have a found set, either a smaller found set or if you've shown all
04:08records, you also have the ability to manipulate the order of this by sorting.
04:13You'll notice in the bottom right-hand corner, I have an option for sorting records.
04:17Now the Sort dialog window looks a little bit different on Go than it might on the Desktop.
04:22You'll notice that the fields that are selected for sorting are all in this top section here.
04:27So you see Keep records and sorted order, right below that you see that
04:30the Initial field and the Company field are currently the ones that are set for sorting.
04:35So I can select each one of them and have it search either by Ascending,
04:38Descending or By Value List or I can even reorder by some summary value if I want to.
04:43And if I don't want it to be in the sort order anymore I just hit the Remove
04:46from Sort Order button and it will remove those values and then I can pick the
04:51value that I want to sort by.
04:53So let's say we want to sort by Last name and see we see it appear on the top.
04:59I can pick ascending or descending order and if I want to choose another field
05:04like company, let's say I want to have the company sort order above it, I'll
05:08just slide it up using the icons of the far right-hand side and it will drag the
05:13fields into the appropriate order.
05:15Now I can hit Apply or if decided to un-sort my found set, I would do that in
05:20this dialog in the bottom left-hand corner, but here I'll chose Apply in the
05:23bottom right-hand corner and it's now sorted my records.
05:26It leaves me on the same active record, but you'll see if I scroll all the
05:30way to the first record, you'll notice now they're sorted in the order that I indicated.
05:34If you're looking at your data in Table View, you should be aware that you can
05:38still tap the column header to sort in either ascending or descending order, but
05:44the FileMaker technique of holding the Command key while clicking the column
05:47headers for a multiple field sorts is not possible in FileMaker Go.
05:51The first tap will sort ascending;
05:52the second top will sort descending.
05:55The third top un-sorts the records.
05:58So once you get familiar with some of these differences in the interface in the
06:02menus and their locations, you'll find that you can do virtually everything you
06:05can in FileMaker Go as you can in FileMaker Pro on the Desktop.
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Working with data in FileMaker Go
00:01There are some differences in the way you work with data in FileMaker Go,
00:05as well as some subtle changes to the way that data is displayed to the user.
00:08So in this movie I'm going to go through those differences just to get you
00:11familiar with it so when you're working with your database in FileMaker Go you
00:15can get the same level of familiarity as you might have on the Desktop.
00:18So first of all, when you're working with records, all of your record options are
00:21available to you in the bottom right-hand corner of the screen,
00:23the second button over where the plus and minus sign are.
00:26When you select that, you'll see that you get the same kind of options that you
00:29get on the Desktop version when you go under the Records menu.
00:32You got the ability to add a new record, duplicate an existing one;
00:35delete an existing record or even all the records in a found set.
00:38And of course remember, if you decide that you're going to hide the toolbar from
00:41your users on FileMaker Go, you're going to have to create buttons that emulate
00:45the same actions with script actions assigned to them.
00:48So for example, in the upper right-hand corner you can see that we have a plus
00:50button which will add a new record. Same kind of thing with committing; I've
00:58just committed that record. Now if I want to delete it, I can either use the
01:01Status toolbar, then choose Delete Record or use the scripted button with the
01:05Delete Record option assigned to it.
01:08When you choose Delete Record, you're asked to confirm whether or not you want
01:11to permanently delete the entire record.
01:13Here we can say Yes and we'll see that the record has been deleted and we're
01:17taken to the last record in our found set.
01:20And you'll notice that when you're making changes to a record or even adding a
01:23new record, you'll see that you still have the options available to you in the
01:27Status toolbar, they're just getting moved above the keyboard.
01:30And when you're making a change to a field instead of having to click outside
01:33the field to commit it, you'll notice that when you press the plus or minus
01:36button, you can either exit the record or if you want to continue moving through
01:40the tab order of the fields, you'll notice on the left-hand side of the toolbar,
01:44I've got either the previous button, which takes me back one step in the tab
01:48order or the next button, which takes me to the next field in the tab order.
01:52This is a little bit different in the Desktop version because you don't have the
01:55ability to tab backwards like you do here with the previous button.
01:59Working with text inside of your records, it's very similar to working with text
02:02to other applications.
02:03A single tap in the field will show some of the familiar text handling options
02:08that you see in other iOS applications.
02:10Here I can select or select all by just simply hitting the button and then
02:14you see that I have some of my Edit Options Available to me just like in
02:17other iOS applications.
02:19So this is where you can see the standard options like Select, Select All,
02:23Cut, Paste and even Suggest if you find a word that you might want to change using spellcheck.
02:28Here in our case, a Tap, a Select and Suggest gives us some options and we can
02:36just dismiss them by clicking outside the field.
02:39FileMaker Go allows approximately 64,000 characters of text to be entered into a text field.
02:45If the user tries entering more than 64,000 characters of text, the iOS text
02:49control will try to gracefully truncate the text at a word break.
02:53Although it's highly and likely that you'll be dealing with one field that has
02:57over 64,000 characters in it.
02:59Most rich text stored on your FileMaker database will de displayed properly if
03:03it has been entered via FileMaker Pro on the Desktop.
03:06However, not all formats are supported by the iOS.
03:10The table on screen shows the supported rich text formats and then unsupported
03:14formats on the right.
03:15Note that in all cases, rich text and other text attributes are displayed
03:19only in FileMaker Go.
03:21Creating mixed paragraph styles with a single block of text, entering tabs stops
03:25or setting line spacing are not supported.
03:28Likewise, there is no way to apply the rich text attributes that are listed here;
03:32they'll just be display only.
03:34Furthermore, modifying data in any way with FileMaker Go will strip any rich
03:38text attributes from the text that was already in the field.
03:41If a user changes any data in a field where rich text was applied, FileMaker Go
03:45will replace all the supported text and unsupported styles with the default
03:49attributes that you used when you setup the field in Layout mode.
03:53Also, if you set up a field for auto complete, you should know that auto
03:57complete is not supported in FileMaker Go. Text fields with the option for
04:00auto complete using existing values will behave as though the setting were turned off.
04:04Likewise when you're entering data, users cannot insert text from an index like
04:08you can on FileMaker Pro for the Desktop.
04:11Now if we talk about number fields in FileMaker Pro, if a number of fields has
04:15more character then can be displayed by the field, you might see a question
04:19mark, meaning that the field needs to be resized in order to fit that.
04:22However, if that same field is displayed in FileMaker Go, then users will see
04:27the data truncated as managed by the iOS truncate mechanism.
04:31So this might be a little confusing to your users if for example you enter in a
04:35five digit number, all they'll see is the first digit of that number with three
04:39ellipses or a dot, dot, dot following it.
04:41So you might want to train your users if they ever see a dot, dot, dot
04:45following a number, that they should probably click inside that or that perhaps
04:48may be you should make some design changes to the layout so that you can see the full number.
04:52Also date fields perform a little bit differently in FileMaker Go.
04:56For example if we look at the Invoices layout and select an invoice, you'll see
05:04that we have a date and when you select the date field, you'll see the familiar
05:08date wheel that you see in other iOS applications.
05:11Date, Time and Timestamp fields work in the same way as they do in FileMaker Pro
05:16on the Desktop, except they use iOS controls for data entry.
05:20You may already be familiar with the iOS controls if you've worked with other applications.
05:25Of course date fields don't automatically show this unless you have the calendar
05:29popup assigned in Layout mode on the FileMaker Go for the Desktop.
05:33As a result to this data entry mechanism, the following behaviors might be slightly different on Go.
05:39Seconds or fractions of seconds are not available on the time timestamp
05:42picker in FileMaker Go;
05:44You can however type seconds into the field after using the picker.
05:48On the iPad, the keyboard remains active while the date picker is active as you
05:52can see here on screen.
05:54Additionally, there is no way to insert the current date, time or timestamp
05:57by means of keyboards shortcuts or menu items that are supported in FileMaker for the Desktop.
06:02If you want these features available in your database, you're going to need to
06:06create scripted button on your layout.
06:08And a couple of quick notes, although quick charts are not supported by
06:11FileMaker Go, the Chart Object and all chart types are supported in FileMaker
06:15Pro and also on FileMaker Go.
06:18Charts are displayed in FileMaker Go and they are live and will update when the
06:21data used to define them is modified.
06:24Also when it comes to record blocking, just like in FileMaker Pro on the
06:27Desktop, if a user tries to edit a record that is locked or in use by a
06:32different user, the FileMaker Go user will be notified and have the option to
06:35send a message to the user who is editing the record.
06:38So as you can see, working with data in FileMaker Go utilizes the standard
06:42iOS functions to allow you to do the same things that you can on FileMaker
06:45Pro on the Desktop.
06:46And in some cases even provides you with additional features that are not found
06:50in the Desktop version.
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Understanding containers
00:01Container fields have some very interesting behavior in FileMaker Go and
00:05actually have a lot more functionality on the devices using FileMaker Go than
00:09they do on the Desktop using FileMaker Pro.
00:12You'll see that on the layout for product details, I've got a container field
00:16here in the upper right-hand corner and you'll notice when you click into any
00:19container field that natively FileMaker Go will represent you with an Import
00:23dialog and there are some pretty cool options on here.
00:26First of all you can select the Camera option and take a photo and that photo
00:31can then be inserted into the container.
00:34In addition to camera, you've got the ability to record audio.
00:37You'll notice that when you select the Audio option, you hit Start and it will start recording your voice.
00:43Once you're done recording the audio, you can see the icon and the name of it
00:50and it get saved in a format that's .m4a.
00:54You can replace or delete that object or choose something else to import into
00:58the container field.
00:59One of my favorite features in the container is something that's only available
01:04on the FileMaker Go and that's the Signature Capture option.
01:07You can have a user write with their finger on the line and hit Accept and then
01:12FileMaker creates a PNG file, stores it inside your container and now you've
01:17been able to accept a signature.
01:21Also you can choose from Photos that are currently already on your device and
01:29you can replace photos with other objects.
01:33You can choose from Music, from your iTunes library or any other type of audio
01:39and finally you can choose Files.
01:41When you select files, you're going to see the Files on Device options from
01:45your file browser and you'll notice on the very bottom of the screen that if
01:49you have other non-FileMaker files on the device, they show up in their respective columns.
01:55So here I can choose my product CSV file and insert that into the container.
02:00All this functionality comes from simply adding a container field to your layout
02:03when you create the database.
02:05FileMaker Go and does the rest of the work.
02:08If the container field has data, users may choose to view using Preview
02:15or export the contents and you can choose to either save to your file browser or an
02:20Email, or as we saw before, delete or replace it with another option.
02:26So with very low overhead from a development standpoint, you just simply add a
02:30container field to the layout and then you can play around with this a little bit
02:34and add this functionality to your databases once the database in the
02:37container are visible in FileMaker Go.
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4. Building for FileMaker Go
Design considerations in FileMaker Go
00:00When designing and developing layouts for any platform, there is always some
00:04considerations take into account.
00:05For example, our exercise file has layouts specially made for instant web publishing.
00:10You'll also notice that there are layouts that are specially made for iPad
00:13and iPhone as well.
00:15While it's possible to open any FileMaker database within FileMaker Go,
00:19it can be challenging to navigate layouts that are not designed for such small screens,
00:23especially in the case of an iPhone.
00:26In addition to the screen size, it can also be difficult to enter fields,
00:29tap buttons and perform a variety of other necessary functions when the layout was
00:33not designed with FileMaker Go in mind.
00:35Now there is an entire science behind designing applications for use on
00:38smaller screen devices. Apple has even released what they call the iOS Human
00:43Interface Guideline document and I've included a link to this document in the Exercise folder.
00:48This is an excellent document and it covers all sorts of aspects of interface
00:52designed specifically for devices. There are a couple of things that I find
00:57that are relevant to designing layouts in FileMaker.
00:59So for example on page 11, you'll notice a very important rule of thumb or we
01:05could call it rule of index and that is that in the document it states that
01:1044 x 44 points is the comfortable minimum size of a tappable UI element.
01:14And these same rules can and should be applied to layout designs in FileMaker.
01:19For example if you look at our exercise file, you'll see that we've got layouts
01:23design for Desktop and IWP, but also for iPad.
01:26If we look at the Customer Details for iPad for example, you'll notice that the
01:30fields are much larger, buttons are much larger and in some cases, very large
01:35depending on whether or not they have scripts or actions assigned to them.
01:38When FileMaker Go displays a layout, especially one that was not necessarily
01:42designed for mobile use, some scaling will occur.
01:45The scaling process can lead to misalignment of objects and layout parts may
01:49not lineup as cleanly as they do when they are displayed to 100% zoom level on the Desktop.
01:53So therefore if you want to stay within those guidelines and not cause any
01:56zooming or scrolling for that matter, you can use the stencils that are provided in layout mode.
02:01If you look in Layout mode and then your toolbar, you'll notice this new
02:05option in FileMaker 12 has the ability to select iPad Portrait for example and iPad Landscape.
02:15You'll notice that some orange outlines appear on your layout.
02:20So I would recommend doing all of your design within this area of the layout.
02:24Also you can have some control from a resizing or a sliding standpoint over
02:29which side of the layout these objects are anchored.
02:31So for example all these buttons on the right-hand side of the layout are
02:34anchored to the upper-left and right side of the layout.
02:38My advice is to design all of your iPad layouts within the intersection of the
02:42portrait and landscape stencils.
02:44When you design for those layout areas, you're also going to want to use layout resizing.
02:48So for example, you might want to have the notes stretched down to the bottom
02:53when you're looking at this in portrait view because you have all these extra
02:57area of the layout that will be available on screen.
03:00So here I can stretch my notes field and you'll notice that's some of the fields
03:05that I have here can also stretch all the way across the screen for when I look
03:09at this in Landscape mode.
03:10Also, some of the buttons for example, or even some of these layout objects that
03:14are on the right-hand side of the screen can be anchored to the upper-left and
03:18right-side of the layout.
03:19That way, again if I move from portrait to landscape on my iPad, everything will
03:24just slide over and use that space that became available.
03:27It's important when you're designing your layouts that you stay within the
03:30boundaries and you can see that FileMaker has done a god job of showing you
03:35exactly what those boundaries are.
03:37FileMaker Go screens have very specific dimensions and the chart that you're
03:41seeing on screen shows you all those dimensions.
03:43What I think yo might find interesting is that this chart takes into account the
03:47existence of the toolbar or if the toolbar is not there.
03:50I mentioned that because you can see that you have different dimensions if
03:53the toolbar isn't present and the FileMaker stencils assume that the toolbar is present.
03:59So for iPad, you'll see 768 x 929 as your stencil.
04:03If you're deciding to hide the toolbar when user is accessing these layouts via
04:07FileMaker Go, you'll notice that you have almost 50 extra pixels to work with.
04:11The same is true on iPhone, where you'll see that the Portrait stencil for
04:15example is 320 x 385 inside Layout mode.
04:19But if you don't have the toolbar, it's 320 x 429.
04:21So if you still want to use the stencil when you're in Layout mode, but you'd
04:27want to take into account that you're not showing the toolbar, one strategy is
04:30to create a custom stencil.
04:31You see in the very bottom you have the option for custom size and here you
04:35can enter 973 x 768.
04:39That will give you a custom stencil and you can plainly see the extra size made
04:43available by removing the toolbar.
04:45If you compare the Desktop customer details layout with the iPad customer
04:50details layout on screen at the same time, you can see that the sizes of the
04:54fields and al the objects are pretty dramatically different.
04:56You'll notice that if you turn on the inspector, you'll see that the height
05:00of the fields are 33 points on the iPad side and only 22 points on the Desktop side.
05:07That being the case, both list views and portal objects contain multiple rows
05:10that should have a row height set somewhere between 34 and 44 pixels,
05:14which means they adhere to the Apple Human Interface Guidelines.
05:17A couple other things to keep in mind when you're designing these layouts is
05:21that FileMaker Go supports most of the features found in the desktop FileMaker Pro.
05:24Layout objects such as portals, web viewers and tab controls work much in the
05:27same ways they do in the FileMaker.
05:29Keep in mind though that an object does not have a hover state in FileMaker Go.
05:33If you've applied some sort of tooltip for example to one of the objects or if
05:38you have some sort of appearance change on hover, remember that there is no such
05:42thing as a hover state when you are in a touch interface.
05:45FileMaker Go supports some iOS gestures.
05:48For example, if you wish to zoom in on a particular portion of a layout, you can
05:52double-tap the desired area and FileMaker Go will zoom to that area.
05:57Additionally, you can use pinch and zoom gestures to either zoom out or zoom in.
06:02If you'd like to prevent some of this unintentional movement, it can be a good
06:06idea to lock the zoom setting in your navigational scripting.
06:09This will help eliminate issues like horizontal scrolling in a list view or something like that.
06:13And one way you can do that is to go into your iPad Layouts, click Layout Setup
06:19and hit Script Trigger and On Layout enter you see we've got a couple of things
06:25here already showing the toolbars.
06:28You'll find another option called Set Zoom Level, which you'll find here
06:31alphabetically, and if you set it to Lock, it will prohibit any of those gestures
06:35that we just showed earlier.
06:39If you're designing your new layouts, you should be aware that FileMaker also
06:43provides different themes.
06:45You'll notice when you're creating a new layout or changing the existing one,
06:49all these groups of themes will have options that end with the word touch.
06:53Those are the themes that are specially designed for when you're creating layout to for Go.
06:58And one final note, when you're deciding to design layouts for use with
07:02FileMaker Go, this should come after you've already planned out which of your
07:05users or user groups will need access on these devices.
07:09As you embark on bringing your software from the desktop to the iOS platform,
07:13stay focused on the ways in which people use the iOS devices.
07:16For example, people often use iOS devices when they are on the go and in
07:20environments filled with some distractions.
07:22Part of your job is going to be to create responsive compelling experiences that
07:26pull people in and get them quickly to the content they care about and maintain
07:30focus on that content.
07:32Many times you discover user groups that may only need a subset of features
07:35rather than all the features available on your desktop version.
07:38So for example, we've created this customer details layout, has portals and all
07:43sorts of tabs and maps and what not, but during the process of learning about
07:47what users need to do on the devices, we may have determined that they don't
07:50need access to all of those items or perhaps not portals at all but instead
07:54navigation to list views.
07:55So make sure to only design layouts with data and features that are required
07:59by the Go users rather than trying to replicate your entire desktop database into Go layouts.
08:04Following what's known as the 80-20 rule, the largest percentage of users
08:08typically at least 80%, use a limited number of features in an app, while only a
08:13small percentage, seldom more than 20%, use all the features.
08:16So most of the features in your database are not going to be required by a lot
08:21of the users that are going to be accessing it via Go, so definitely take that
08:25into account when you're designing these layouts.
08:26When you're designing and developing layouts for any platform, there are always
08:29specific considerations to take into account and FileMaker Go and user specific
08:33to FileMaker Go are no exception.
Collapse this transcript
Security and session management
00:00When you're going through your planning exercises before you build your
00:03database, you have to take into account all the different user groups.
00:06Don't forget to include the user groups that maybe accessing your database via
00:10devices; and you should know that FileMaker Go supports the FileMaker Pro
00:14security model very faithfully.
00:17Both the file access and access to features in operation that you've setup when
00:20you setup your privilege sets in manage security will remain unchanged with just
00:24really a few exceptions.
00:25For example, some databases like these exercise files are setup to automatically
00:31log in with a password and that is a default setting actually in FileMaker.
00:36But if you want to override that on the desktop, then you'll hold down the Shift
00:40key on Windows or the Option key on Mac.
00:43That same feature is available on FileMaker Go but it's initiated in a
00:47slightly different way.
00:48So instead of holding down a key while you're opening and obviously you
00:51can't do that here.
00:52What you can do is just press your finger down on one of the names of the files
00:56and then release it even though that file was set to automatically open with
00:59some account name and password combination.
01:01You can still prompt it to enter one in by holding down your finger on the name.
01:06But the biggest consideration for accounts used to access the database via
01:09FileMaker Go is the fact that devices can interrupt the database session.
01:14Keep in mind when you're accessing a database in FileMaker on the desktop when
01:18you connect to a server for example,
01:20you're initiating the session and you hold that session all the while you're
01:23connected to the server.
01:25Of course, that session remains persistent until you close the file or the
01:29last window on the file more specifically, but interruptions can occur anytime in the iOS world.
01:34For example, users will often flip between applications by pressing the Home button
01:38or in the case of an iPhone, a call may come in.
01:42FileMaker, unlike many iOS apps, actually uses database sessions to manage user experiences.
01:48So you can see when I log back into FileMaker Go, I'm still connected to the
01:53file that's hosted on the server.
01:55So you should be aware of how FileMaker manages interrupted sessions so that you
01:59can program accordingly.
02:00So here are some important things to know about interrupted sessions.
02:04If you're using FileMaker Go and your device needs to take over in order to
02:07switch to the home screen or manage a phone call for example, FileMaker Go
02:11switches to the background saving the state of your current session and then it
02:16goes into a suspended state if possible.
02:18When this occurs, any scripts that happened to be running will also be suspended
02:23and when you return to FileMaker Go, it will try to restore the user to the
02:26previous state and resume any active scripts.
02:29When a script resumes, it continues from where it left off and completes.
02:33However, if the resumed script encounters anything unexpected such as a locked
02:37record, the user will be alerted when he or she attempts to perform an
02:41additional action against the affected records.
02:43That of course would be an alternative to them being alerted right away.
02:47Now sometimes, your sessions might be terminated; and if the connection to a
02:51hosted file is terminated perhaps, it's a result of a lost connectivity, then
02:55FileMaker Go will try to reopen the file next time it's opened.
02:59In the case of a terminated connection, a script will not pick up where it left off.
03:03You should also be aware of how FileMaker restores sessions.
03:07Restoring a session or the last state of a database, includes returning you to
03:11the layout and the record that you were last viewing.
03:14If you were interrupted when entering the data into a field, or leading data
03:17uncommitted in anyway, you will find that the data is still present waiting
03:21for you to continue.
03:22If the interrupted session was in a hosted database, FileMaker Go will attempt
03:26to reconnect to the server and reopen the database.
03:29If that process is successful, it will then attempt to return to the record that you were previously editing.
03:34If the record has not been removed from the database while you were in an
03:37interrupted state or had its data committed by another user, you will then be
03:41able to continue editing the record.
03:43If the record was edited by another user between the time your session was
03:47interrupted and the time it was restored, FileMaker will alert you that the
03:51record was changed while your session was hibernating and then you must either
03:54cancel or revert the record.
03:57You should also be aware that FileMaker 12 introduces a new extended privilege
04:01that's called FM re-authenticate.
04:03You can find all privileges under Manage>Security and you'll notice under the
04:07Extended Privileges.
04:09You see that we've got two options by default called fmreauthenticate10
04:13and fmreauthenticate0.
04:15Within fmreauthenticate, you are able to specify a grace period within which
04:18users are able to resume their session.
04:20Make it do so without being prompted for additional credentials.
04:24Once the grace period has passed, re-authentication or re-login will be required.
04:28The grace period is set very easily by simply putting an integer after the word
04:33reauthenticate, so you see the default reauthenticate10 option that's applied
04:38in any new database means that you will grant the users a ten minute grace
04:42period, so anything after ten minutes will require them to log back in.
04:45You'll notice that the other default is set for authenticate0.
04:50That means that after any interruption, when they come back they're going to
04:53have to reauthenticate no matter what.
04:55You can also create a new one if you'd like to and simply put in fmreauthenticate
04:59and put your own integer at the end of it.
05:02The maximum grace period that can be used is 10,080 which actually is one
05:08week worth of minutes.
05:10While it is possible to use an integer greater than the maximum allowed when you
05:13setup the extent of privilege, FileMaker Go will treat any integer larger than
05:1810,080 as just 10,080.
05:22And also, if what appears after fmreauthenticate cannot be interpreted as an
05:27integer. for example a special character, FileMaker will just treat it as zero.
05:32In addition, if a privilege set has more than one fmreauthenticate extended
05:36privilege associated with it, for example each with a different integer, the one
05:41with the smallest integer or no integer, which of course implies a zero, will be
05:45the one that gets used.
05:46Any file that has been converted will maintain the default behavior to require
05:50re-authentication, whereas any newly created file will not require
05:54re-authentication as a default.
05:56So when you're planning your user groups that will access the databases via
05:59devices, you should know that FileMaker Go supports the FileMaker Pro Security
06:02model but keep in mind that unlike other iOS apps, FileMaker databases use
06:07sessions that can be terminated or interrupted.
Collapse this transcript
5. Communicating with Other iOS Apps
Understanding the FMP URL scheme
00:00In this chapter, I'm going to cover some pretty advanced functions that involve FileMaker Go.
00:05But I urge you to hang in there and check it out because at the end of this
00:09chapter we're going to do some pretty amazing things.
00:11This is all centered around the fact that there is a really powerful feature
00:15inside FileMaker databases on FileMaker Go that allow the databases the
00:18ability to pass data to and then receive data from other iOS applications.
00:24So just like in plug-in can be used to extend the capabilities of FileMaker Pro on the desktop,
00:28something called the FMP URL scheme extends the capabilities of FileMaker Go
00:34by allowing FileMaker Go to use the URL to open and pass data to other applications.
00:39So first, lets backup for a second before I lose you all and let's talk about what a URL scheme is.
00:45First, let's start with the URL portion of that.
00:48You probably are already familiar with what a URL is.
00:51You've seen various, different varieties of it in the address bar of your
00:55browser when you visit different websites.
00:57URLs contain different messages like the location of servers, names of
01:02databases, and different instructions.
01:05Maybe something is simple, for example, as search terms that you're searching for on Google.
01:11For example, here you can see this is the address where you can find the server
01:16and the language and search terms and various other attributes that are defined
01:21by the developer of the system.
01:24So every web application uses this concept to communicate from the web
01:27application in the browser to the database application on the host machine.
01:31But its not just web applications that use this.
01:34For example, you may already be familiar with the FMP URL within the FileMaker
01:39application and may not even realized it.
01:42If you've ever used the Option under the File menu for Send>Link to Database;
01:47that of course, pops up an email and it gives this clickable link to the
01:51recipient of the email and which you may not have realized is that this
01:55clickable link starts with FMP:// . Now most of the time when you see web address
02:01it starts with a scheme like HTTP: or HTTPS: or even ftp:
02:07but many applications, like FileMaker, have their own URL scheme.
02:13So this scheme FMP:// tells this link that when it gets to the server, which is
02:19located at that IP address, that it should pass this instruction on to FileMaker Pro.
02:24This one when it simply declares just the name of a database tells FileMaker
02:28just to open up the database.
02:30But the FMP URL in the syntax is provided by FMP URL and can allow us to
02:36instruct FileMaker to do a lot of different things.
02:39Let's take a look at all the different syntaxes provided by the FMP URL.
02:44So first you see you have the ability to use FMP:// also declare what the host is and the name of the file.
02:52And you can see here that you can also run a script and send it a parameter if you'd like to.
02:58So to look for the file at that location and execute a script based on the name of the script.
03:03Also you can do the same thing on FileMaker Go.
03:06You'll notice the difference here is that the top FMP URL has host after the
03:11first :// but there's a dollar sign ($) inside the one on the second row.
03:18The first one assumes that a database is being hosted, the second one assumes
03:21that the file exist on FileMaker Go.
03:23So that's kind of how it sends a message to itself.
03:26You just put the dollar sign ($) in there and that indicates the location of the file is on FileMaker Go.
03:32And sometimes you can use that little tilde sign (~), which causes FileMaker Go
03:36to look for and potentially open a file with the specified name over the
03:40network or on local device in the document's directory, then the name script must be in that file.
03:45So the syntax of this URL is important because FileMaker Go will behave slightly
03:49differently depending on which syntax is used.
03:52If the file happens to have an account and password, you can prefix the URL by
03:57adding the account:password@ and then include the host, the file name, the
04:02scriptname, and the parameters if you would like.
04:05Now how do we put all this stuff together to actually send in instructions to
04:09the FileMaker database to perform some action?
04:12Let's take a look at how we would construct these one at a time.
04:15It can be helpful to look at the URL as pieces of a puzzle to understand how
04:19they work together and to know what options are available to you.
04:23So the first part of the URL triggers FileMaker Go to search for and potentially open a specified file.
04:30The syntax may look something like this.
04:31Of course, this is an option if there's an account and password required to open the file.
04:36If you don't include the account and password, the user will either be prompted
04:41or the default login will be used to open up the file.
04:46In that case, you would get a simpler prefix, it would just be FMP:// location
04:51of the host and the name of the file.
04:54And then once opened, FileMaker could perform a script that's specified using the same syntax.
04:59So it might look something like this.
05:02It could allow you to pass data back to FileMaker Pro or you could pass information to a script.
05:08So for example you could say the host name, the file name, ?script= if you're
05:14not using a parameter, you could call the scriptname, so here you can see we're
05:18calling a script specifically called Show_Scan_Result.
05:22Data can be passed into a script as an optional parameter using the
05:26param=parameter syntax but it's also possible to declare scripted variables.
05:30Script variables are the same type of script variable you're used to when you're
05:35developing scripts in FileMaker Pro on the desktop.
05:37If you decide to pass optional parameter your URL will look like this.
05:42So here we see the login, the local host address where it's hosted, the name of
05:46the file, the name of the script and also a variable that's called $result and
05:51then, the value that's being passed.
05:54This will allow FileMaker to execute the script and it will also pass that
05:58variable to the script that can be then unpackaged on the FileMaker side.
06:02You can also supply multiple parameters by just concatenating them with an
06:06ampersand so you can say a $variable=dadada and ampersand, another
06:13$variable2=such and such and so on.
06:16So although this might be kind of a complicated concept, if you can understand
06:19FMP URLs then from any application you can pass FileMaker instructions on how to
06:24run a script and what values to pass to that script.
Collapse this transcript
Understanding other iOS app URL schemes
00:00So we've discussed how FileMaker has its own URL scheme which is really just a
00:06series of instructions that's prefixed by FMP://.
00:11Now that's only half of the equation to make FileMaker communicate with other apps.
00:15What we need is to find out the same type of URL scheme but for apps that are not FileMaker.
00:21And the good news is, almost all iOS apps do have their own URL scheme.
00:27As you can see here in this Apple URL scheme reference document, it's kind of
00:32subtle but if I send a URL or for example in FileMaker, if I create a script
00:38that uses the Open URL Script step, and simply use the TEL: prefix,
00:43it's going to actually pull up a telephone application and suggest to
00:49the user that they dial that number.
00:51So in this case, the TEL: acts as its own URL scheme.
00:56You'll also notice something simple if you want to send a text message.
01:00You could do the same thing in FileMaker.
01:02You could pull up a script step that's called open URL and put in SMS:
01:08and then the contents of a phone number field and that will initiate the device to send a text message.
01:14So various different applications all have different URL schemes and you can
01:18find them using Apple's iOS Developer Library.
01:22However, some non-Apple iOS Applications also have their own URL schemes.
01:27In here, I found many of them listed.
01:30You can see the Apple ones listed here but also if you scroll down a bit further,
01:35you can see that there is a third-party applications that also have their own URL Schemes.
01:40So if you're interested in having FileMaker communicate to other applications on
01:44the devices then, you might want to take a look at some of these.
01:48One of them that I'm going to direct you to is down here in the middle, it's a
01:52free app available on the iTunes Library called Pic2Shop.
01:55And you'll see that Pic2Shop also has its own URL Scheme.
02:00You'll notice it right here.
02:02Let's take a look at this a little bit closer.
02:05So the URL Scheme for the Pic2Shop app is simply pic2shop://.
02:11And then it has different listed actions that you can invoke by simply putting
02:15that action ID after the ://.
02:19So in this case, if we simply create a script in FileMaker that says Open URL
02:24and we put in pic2shop://scan?, that alone will prompt the Pic2Shop app to open
02:32and then, it will prompt it to switch over into it's Barcode Scanning mode.
02:37So with this very simple, short little phrase, we can instruct another app to
02:42open up its barcode scanning camera.
02:44And all these different third-party apps have all sorts of actions that you can call.
02:48But we're going to make this one work for us.
02:50So we can create a script inside FileMaker that instructs Pic2Scan to do this.
02:55So we'll open it up and start it's scan action.
02:58And then we're going to add something else.
03:00You see callback=, that's something that's specific to Pic2Shop URL Scheme.
03:06What it means is, after the scan occurs perform this action.
03:11And so callback= so all it's going to do is open up Pic2Scan, open up the
03:15scanner and after the user performs a barcode scan then, anything declared after
03:20the callback= will occur and guess what we're going to put there.
03:23We're going to put in FMP URL Scheme that tells us to open up our invoice's
03:28file and then even further, we're going to have it run a script called Show_Scan_Result.
03:34And what we're going to do is also pass a variable and we're declaring a
03:38variable that's going to equal EAN.
03:40Now that's also something in Pic2Scan's Library that says, whatever the value
03:44was that was scanned or the numeric value represented by the barcode, that's the
03:49value that we're going to grab from their apps. So EAN represents that value.
03:54What we're doing opening up the app going to the scan, performing the scan and
03:58when it's done, calling a FileMaker database, you can see by the dollar sign ($),
04:02it's located on the same device.
04:05Opening up the database, running a script called Show_Scan_Result and passing
04:09that script the $result value.
04:12So it seems like a lot of nonsense if you first look at it, but when you
04:16break it down piece by piece, you can see that there are some pretty simple instructions.
04:20And this just happens to be this one free app that we're using, Pic2Shop, but you
04:24can go into any third-party app and look at how its syntax is broken down and
04:28then use the same thing to instruct FileMaker to perform some activity.
04:31So now we can put all this information together and create some scripts inside
04:35a FileMaker Pro Database that will allow us to open the database, invoke a
04:40barcode scanner, scan the barcode and then go perform a search based on the
04:45value represented by the barcode inside of our database thus showing the found set of the results.
04:52We'll take a look at that in the next movie.
Collapse this transcript
Scripting interactions with other iOS apps
00:00So now were going to put together all these concepts, this FMP URL and these
00:04third-party application URL Schemes.
00:06Essentially, what we're going to do is create two scripts.
00:09One script that gets initiated from within FileMaker when its own FileMaker Go
00:13and that script is going to tell FileMaker to go open up another app, which in
00:17this case, we're using a free app called Pic2Shop.
00:20And in that app is going to open up its scanner, the user is going to scan a
00:24barcode and then grab that number from the barcode.
00:27And you'll see here inside of our database, we have a field that represents the barcode number.
00:31So then what we're going to do is have Pic2Shop send a message back to FileMaker Go
00:36and say, okay, here's the information that we just scanned.
00:41Go perform another script with this and that script is going to perform a search
00:45and hopefully find the record in our database.
00:47So let's take a look at the two scripts.
00:51You'll see them in your exercise file in the very bottom on the folder that's called, Scan.
00:56The first one is the one that's attached to this button here.
01:00So in Layout mode and we've got a button object that has the script,
01:06Open Pic2Shop already assigned to it.
01:08So let's take a look at that script.
01:13Open Pic2Shop is one simple script step called Open URL, which you can find down
01:20on the bottom in your Miscellaneous Section.
01:22Open URL is the key here.
01:24Open URL will allow you to pass URLs that you can construct and you can
01:29construct the URL using your specified calculation dialog window, which is great.
01:35And you'll see that a lot of it is text.
01:38Most of it should look familiar from in our previous movie when we broke all this down.
01:42The Pic2Scan, the scan operation, calling back to the script after the scan is done,
01:49running another script called Show_Scan_Result and passing in a variable, which is called $result.
01:56All that's different here is I'm using some FileMaker code here to encode the name of the file.
02:03And if you want to use this exact same code inside your own efforts, what this
02:08does is dynamically determine what the name of the file is.
02:11So this way, when the file is hosted on Go it knows to look for it locally,
02:15as opposed to if it's been hosted, it will do all that work for you.
02:19I could have just hard coded in the FMP URL with the dollar sign ($), if I knew
02:24it was only going to be run on Go.
02:26So anyways this script will execute.
02:29That will cause the Pic2Scan app to open up.
02:32I will then scan a barcode and then that barcode will be set to the script parameter of $result.
02:38Now you'll also see that we're running a script called Show_Scan_Result.
02:42Now that will be run as part of the callback and we can see Show_Scan_Result.
02:49Pretty much this goes to a certain layout, does some error capturing and we're performing a Find.
02:54Let me show you what that Find is.
02:58Simply putting into the barcode ID Field, that's this field, a reference to $result.
03:04So really we're just grabbing the number that we scanned from the barcode and
03:08performing a search based on that, in that specific field.
03:12And then, we've got some error capture saying if we can't find it, it tells you that you can't find it.
03:16Otherwise, it goes to the product details layout showing the matching record.
03:22So if you would like, you can perform the same task on your site by transferring
03:27the exercise file to your iPad and also downloading the free Pic2Shop app.
03:32And then all you have to do is navigate to this layout and hit the button.
03:37So now you're on the device, we've got the Invoice 05_03 database here.
03:42And we're on the layout called Product's iPad.
03:44The Product's iPad layout has an icon on the top of the screen that you see
03:48that has the script assigned to it.
03:51So when I hit the button, it's automatically going to invoke the Pic2Scan.
03:55Pic2Scan opens up its scanner and I scan the barcode and then it comes back to FileMaker, does a search,
04:04and as you can see by the records on the bottom of the screen, has found one
04:08matching record in the database and the script takes it to the product details
04:11layout and shows us that product.
04:13So this could be used in real world for inventory management or scanning items
04:19as you walk around the store or whatever it is.
04:21And this really just involve two simple scripts.
04:24Its just one example of the many different iOS apps that have supported URL schemes.
04:28The more you do research, the more functionality you can add to your FileMaker Go application.
04:34Here we add seamless scanning functionality to a FileMaker database but with URL
04:38Schemes and the FMP URL, the sky is the limit.
Collapse this transcript
Conclusion
Goodbye
00:00Well I hope you've enjoyed Up and Running with FileMaker Go.
00:03I'm very excited to be able to talk to you about this great new product and to
00:07be able to show you FileMaker databases on different devices.
00:10This is by no means a comprehensive list of features of FileMaker Go or a
00:14comprehensive list of all the things that you can do with this product.
00:17If you're not familiar with how to build FileMaker databases, please feel free
00:21to check out the lynda.com online training library for different courses
00:24about building databases in FileMaker Pro.
00:27But for now, thanks for watching. We'll see you next time and enjoy working
00:31with FileMaker on those iOS devices.
Collapse this transcript


Suggested courses to watch next:

FileMaker Pro 12 Essential Training (10h 28m)
Cris Ippolite

FileMaker Pro 12 in Depth (7h 33m)
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FileMaker Pro 11 Essential Training (9h 11m)
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