The Support Group Blog

Sorting Columns in FileMaker

If you're a user of a spreadsheet or any other program that displays information in tabular format, you're probably familiar with a quick sort technique. You can usually click a column header and the data within the column will automatically sort in some way. You can sort of (pun intended) do this within a table view layout in FileMaker as well, but it's not as simple as a click. You have to right-click on the header and navigate a Byzantine labyrinth of menu options before you get to what you hope is the expected result. Wouldn't it be nice if you could provide the typical user experience to yourself and your users within your custom FileMaker app? Well, you can...by naming a few fields/objects on your layout, creating a global variable or two and some buttons that run a script. But we're putting the cart before the horse; let's start at the beginning.

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How To Create Custom Headers in FileMaker 18

We've shown you how to add custom headers to a CSV file. Custom headers are useful, particularly for end users, because they provide intelligible header names when downloaded FileMaker files are opened in other applications. We developers don't always use intuitive field names when we're in the heat of custom app development. It's usually a bunch of geeky gibberish only the coder can understand. FileMaker 18 actually simplifies our custom header export process a bit, thanks to a few of the new script steps that this version offers.

Before we begin, it might be helpful to review our FileMaker 18 file-based script steps blog post, particularly the section that discusses how to read, write and manage external files. This will give you a good foundation before taking a look at this more advanced topic.

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How To Manage and Customize Images in FileMaker

Image features are pretty common within FileMaker apps. We've had the ability to store images and other types of files in container fields for quite a while. Usually, we leverage that capability to build image modules for our clients. Having developed several of these myself, I can tell you that users generally want to be able to do at least three things:

  • Save the images in FileMaker
  • View a thumbnail of the image
  • Customize the size of the image

Of course, there are different ways to accomplish these requirements efficiently.

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How To Move Data from Repeating Fields in FileMaker

Repeating fields have a long and somewhat controversial history in FileMaker. If you want to start a heated discussion with another FileMaker developer, start one about repeating fields! Some developers love them, some hate them and then there are some like me, who appreciate them as another tool in the belt to be used to accomplish functions that would be hard to do without them.

If you started building FileMaker applications from scratch in more recent versions of the product you may not be very familiar with repeating fields and probably have never used them. You may even have an understanding of what they are but have never found a need to use them. If you've been using FileMaker for a long time or have taken over a legacy solution, chances are you've had to deal with them. 

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Export Custom Headers from FileMaker to Excel

The FileMaker Platform gives you plenty of options for exporting data out of your app. You can export files as text or even a separate FileMaker file but in our experience, the most common export format is Excel. It's pretty easy to export data out of FileMaker into Excel; the tricky part is customizing the headers of the exported data.

Why would you want to customize the headers? You may want to customize headers so that they're easy for the user to understand or to make them consistent with field names in other systems. For example, some of our developers like to group the "name" fields in a contact database by having them all start with the text "name" – nameFirst and nameLast instead of First Name and Last Name. So when we export that data natively from FileMaker, the column header will be nameFirst, not First Name. I won't get into why we do that here; that's a whole other blog post about field naming conventions.

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Naming Styles in the FileMaker Platform

There are different factors that contribute to a successful custom application. Of course, function is important, but even if the app does exactly what users need it to do, users may not necessarily like it if it's difficult to use due to poor legibility, navigability, responsiveness, etc.

FileMaker, the Workplace Innovation Platform, helps to speed up custom app development, right down to the smallest detail, including design styles. The user interface has a huge impact on user experience. A well-designed interface generally equates to a positive experience. Developers must ensure that they use appropriate and consistent fonts, sizes, colors, images, layouts, and so forth within their applications. They can simply accomplish this by creating custom styles for the apps they design.

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Modular Programming with FileMaker Card Windows

Let’s Play Cards!

The Card Window was introduced in FileMaker 16. We learned some pretty cool development techniques and use cases for Card Windows during one of the breakout sessions we attended during DevCon 2018

TRANSACTIONS

Card Windows can be a great tool for transactional programming. You can easily arrange for transactional events to either pass or fail, meaning all edits/adds/deletes that happen during the transaction are either committed or not. Cards can be leveraged to guide the user through a process, storing the data via global fields, variables or JSON arrays along the way. Ultimately, the data will only be committed if the user completes all of the steps. Incidentally, you can also use slide panels to create this user experience. 

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FileMaker Cloud Access Cheat Sheet

We've created a cheat sheet to help you directly access the files in FileMaker Cloud. There are a few tutorials on the web, but none of them quite work anymore so we thought it would be useful for us to share one that does.

There are times when you may need to get to something in your FileMaker Cloud instance’s folder structure. Perhaps you need to access an old log file or even a file within the Documents folder - whatever the reason, you’ll know it when you need it. Please be aware that it's not a good idea to mess around with any of the files in the instance unless you have a backup and know what you’re doing. Having said that, here are three things you'll need to get started.  

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FileMaker Trivia: How Well Do You Know FileMaker?

At The Support Group, we enjoy developing custom business applications for our clients. But we really like having fun! In the spirit of fun, we created a FileMaker trivia app so that all you FileMaker developers (and fanatics) can test your FileMaker knowledge.

We decided to pool some random information we know about FileMaker into an app to see how many other fellow FileMaker developers are full of random information. This quiz is nothing like the FileMaker certification exam! The questions focus more on FileMaker as a company as opposed to how to use the product. Hopefully, you'll learn something new and maybe brag about your scores among your colleagues and friends.

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FileMaker 17: Master-detail Layouts

If you've been kicking around the FileMaker neighborhood for any amount of time, you've probably run into a need to show multiple records in a list format as well as provide a detail view of the current record. Up until now you basically had two options.

The first and probably most popular method is to create one list view layout and another form view layout. The user typically performs a find and if there's more than one record found, you send them to an optimized list view layout. And then with the click of a button, they can see the related details of each record in a form view layout or even in a popover.

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