FileMaker: Tips, Tricks, and Techniques

Introduction

• Beyond the basics with FileMaker Pro
• What you should know

1. Advanced Reporting

• Subsummary ranking reports
• Nested subsummary reports

2. Securing Your Custom Apps

• Setting up data access and design in privilege sets
• Setting up other and extended privileges in privilege sets
• Setting up accounts
• Using SSL certificates

3. Sharing Your Apps with FileMaker Server

• What is FileMaker Server?
• Server hosting options
• Installing FileMaker Server
• Configuring FileMaker Server
• Scheduling backups
• Scheduling scripts
• Uploading your app to FileMaker Server

4. Other Uses of the Calculation Dialog

• Calculated replaces
• Using calculations in field options
• Using calculations to hide objects
• Using calculations in conditional formatting
• Using related fields in aggregate functions
• Recursion in calculations

5. Web Deployment

• Deploying using FileMaker WebDirect

6. Importing

• Importing to refresh data
• Data migration tool

7. Integrating with Non-FileMaker Databases

• Connectivity options
• Setting up a DSN
• Connecting via external SQL sources

8. Advanced Layouts

• Layout object states
• Objects pane and group object selection
• Controlling object visibility when printing
• Adding charts to report layouts

9. JavaScript and FileMaker

• JSON support
• Working with JSON
• JavaScript support
• Working with JavaScript in a web viewer

10. Advanced Scripting

• Using script parameters, set field, and error capture
• Sending emails in your scripts
• Working with local script variables
• Working with global script variables

11. Script Triggers

• Introducing script triggers
• Using object-based triggers
• Using layout-based triggers
• Using file-based triggers (open and close scripts)

12. Working with Data Files

• Data-file script steps

13. Communicating with Other iOS Apps from within FileMaker Go

• Understanding the FMP URL scheme
• Understanding other iOS app URL schemes
• Scripting interactions with iOS apps

14. Communicating with iBeacons

• What is an iBeacon?
• Connecting your custom app with an iBeacon
• Location monitoring

15. FileMaker Go

• Sensor support in FileMaker Go
• Enhanced signature capture
• Animations and transitions in FileMaker Go
• Touch ID support
• Core ML support
• Working with Core ML, part 1
• Working with Core ML, part 2
• Working with Core ML, part 3
• Working with Siri shortcuts
• Setting advanced Siri shortcuts using FileMaker scripts
• NFC support
• Setting up your NFC tag
• Working with NFC in your FileMaker app

AI in FileMaker Pro

• AI in FileMaker Pro 2024
• Setting up AI integration
• Understanding insert embeddings
• Understanding GetEmbedding
• Working with embeddings
• Understanding Perform Semantic Find
• Working with Perform Semantic Find
• Testing Perform Semantic Find
• Understanding cosine similarity
• Working with cosine similarity
• Working with GetEmbedding
• Understanding optimizing AI usage
• Working with Set AI Call Logging
• Working with token counts

Conclusion

• Where to go from here?