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FileMaker Gmail Integration

FileMaker Gmail Integration In 2016, Google announced that Gmail has over 1 billion monthly active users. Many companies even leverage Gmail to set up accounts using their company domain name. If you have a FileMaker CRM, or are wanting to have one, adding your email correspondence will help improve the visibility you have over communications with contacts. In this article we will demonstrate how you can import your HTML emails from Gmail directly into your FileMaker system.  Creating a Free Developer Account The first step of this integration is to create a project in the Google Developers Console if you do not already have one. Once you have created a project, you will then need to enable the Gmail API. Once it is enabled, go to the menu and go to APIs & Services > Credentials. We will need an OAuth 2.0 client ID and secret. If you have not done this before, you will need to create these credentials and set up the OAuth consent screen. We will be using HTTP requests, so you will want to mark that the API will be accessed via a web browser client. You will also need to set the redirect URI to https://dbservices.com or any valid website that will not redirect to something else. This is only used as a landing page for authentication and does not need to be anything special. Once the Client ID has been created, copy the Client ID and Client Secret into your solution. Keep your client secret hidden from the world as the combination of the Client ID and Client Secret will be used to authorize your solution to access the end user’s account. Authenticating with Google and OAuth 2.0 Once you have your API information, you will need authenticate your solution with the Gmail API. Google provides an OAuth 2.0 playground to view how to authenticate, or you can reference our sample database which accompanies this article. At a high level, in order to authenticate your solution, place the user into a web viewer at the API authentication endpoint. This will prompt the user to log in with their own credentials and choose the account to allow your solution to make the connection. Once they have agreed, they will be sent to the address specified in your redirect URI that was passed in the authentication request. When the user is redirected to the new address, the address will now have a URL encoded parameter, which will be the code needed for the next step. Set Variable [ $code ; Value: "https://dbservices.com/?code=058baec5-cfd7-42ae-b3ea-c0683fa4b6b5" ] Once you have extracted the code, you will use the code provided, along with your ID and secret to get your access token which will be used to make any API requests. Making Requests and Parsing the Response Before you make requests to the Gmail API, it is important that you understand JSON and cURL. Importing emails from Gmail requires 4 main requests: List Messages, Get Message, Get Attachment, and Modify Message. The List Message request will be needed to pull all messages based on the query provided. For example, you can find all emails after a certain timestamp by using the following: Set Variable [ $cURL ; Value: "-X POST --header \"authorization: Bearer XXXXXXX\"" ] Insert from URL [ Select ; With Dialog: Off ; $result ; ""https://content.googleapis.com/gmail/v1/users/me/messages?q=after%3A" & $startTimestamp" ; $cURL ; Do not automatically encode URL ] Keep in mind that the timestamp will need to be formatted for UNIX. Once a successful request has been made, a JSON-encoded response will be returned with the list of message IDs. You will then be able to use the function JSONGetElement() to pull any information out of the response that you wish. { "messages": [ { "id": "1234567890", "threadId": "8675309" } ], "resultSizeEstimate":1 } For example, you can get the ID by using the following function: Set Variable [ JSONGetElement ( $result ; "messages[0]id") ] Now that you have the ID of the message, you can use the Get Message request, which will give you the details of the message. Some messages will include an attachment ID, which you will then need to use the Get Attachment request. Finally, if you need to mark the message as read, or archive it, or just change where the message is located, you will need to use the Modify Message request. The Modify request is a little different from the others as it is a POST rather than a GET, so you will have to pass the extra information as JSON in the cURL options. Set Variable [ $cURL ; Value: "-X POST --header \"authorization: Bearer XXXXXXX\" --header \"Content-Type: Application/json\"" --data @$modifyJSON" ] Insert from URL [ Select ; With Dialog: Off ; $result ; "https://www.googleapis.com/gmail/v1/users/me/messages/" & $messageID & "/modify" ; $cURL ; Do not automatically encode URL ] I strongly suggest taking a look at our accompanying example file as certain portions of the API can be a bit tricky. For instance, pulling the details of the message is a little complicated and you will need to implement loops to traverse through the response to grab the specific information that you need. Conclusion Integrating your FileMaker app with Gmail will greatly improve your business’s visibility over communication with your company’s contacts. Feel free to contact us if you need further assistance or to discuss getting your Gmail account integrated with FileMaker. Download FileMaker Gmail Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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DB Services

DB Services

 

FileMaker 17 Starter Solutions

FileMaker 17 Starter Solutions The FileMaker Starter Solutions are here for you to start your journey in developing your dream application.  FileMaker comes with 6 Starter and 16 Sample templates that assist in starting a new application and allow you to customize it to your business needs. The Six Starter Solutions are: Assets Contacts Content Management Inventory Meetings Tasks The 16 Sample Solutions are: Assets Contacts Content Management Estimates Event Management Expense Report Inventory Invoices Meetings Personnel Records Product Catalog Projects Research Notes Resource Scheduling Tasks Time Billing The 6 starter solutions are simple and a great springboard to create new FileMaker apps to manage your business. If however you need more advanced solutions, check out the 16 sample solutions. They have more features than the starter solutions, and may ultimately be a better fit for your business needs.  Difference From Past Years All 6 Starter Solutions have been designed with Universal Touch theme.  The new theme includes a variety of styles so you can more easily combine the different styles in the same layout. And when you install FileMaker Go on your iPad/iPhone, it comes with 4 sample solutions: Contacts, Event Management, Invoices, and Projects. To modify the FileMaker Go solutions you will need to email them to your desktop and make changes in FileMaker Pro Advanced. Creating a New Application To create a new starter solution, simply open FileMaker Pro Advanced and the launch center will come up. If you don’t already own FileMaker, you can download a free FileMaker Trial to give the templates a try. From here go to Create New.  You can choose one of the 6 Starter Solutions or you can scroll down to the samples to view the 16 Sample templates. The starter solutions are designed for the desktop, but can be accessed on an iPhone, iPad, or Webdirect.  If you would like layouts customized to iPhones, iPads, or WebDirect, check out the sample solutions.
Let’s take a l0ok at the 6 starter solutions. Assets The Assets starter solution is designed to track office assets, where the assets are purchased, and who is using them. Once the information is put in, the name, type, purchase date, price and used by date are at the top of the page for improved readability.
Meetings The Meetings starter solution is used to track meetings, along with setting agenda topics and assigning action items for each meeting. The meeting information is presented at the top of the page for improved usability.  The starter solution gives you a tab on the right to write down any notes you may have for the meeting and also put it at the top of the page.  The starter solution also includes the topics and action items tabs to put in information but with a different layout to make it easier to navigate.
Contacts The Contacts starter solution is used to manage personal and business contact information for several individuals. Below the picture you are able to input the contact name and job title and to the right you are able to enter and view additional information such as addresses and phone numbers.  Once this information is put into the template, the contact name and company displays at the top for usability. Content Management The Content Management starter solution is used for collecting and organizing documents, images, music etc.  At the top of the page it displays the name, the type of product/service, the status of it, and the location of it.  This new addition makes it easier to quickly identify the record you are looking at.
Inventory The Inventory Starter Solution can be used to manage inventory levels of products and supplies, along with tracking part numbers, transaction history, and more.  The template has made significant changes by first changing where the information in inputted.  The three tabs are for the part, the cost of the part, and the stock of it.  In the part tab it gives the option to put in the part number, barcode, description, location and date.  With the cost tab you can calculate the unit cost and unit price, along with making it taxable.  Below the category line is a stock button that can be used to order more of the product/part.  Once all the information is put in, the name, part number, units on had, and availability is displayed at the top of the page to alert you of the part’s current status. The Inventory Starter Solution is a great starting point for creating an inventory module as it contains only 2 tables: products and inventory transactions.
Tasks The Tasks starter solution can be used to track tasks and the priority, status, and due dates of those tasks, and you can add as many assignees to the task as you wish.  Any attachments are added to the right of the assignee with a description of the attachment available.  Below the attachment is the overall description of the task. After all this information is put in, the task, status of the task, category and due date are displayed at the top for ease of use. Conclusion FileMaker has continued to improve upon the starter solutions from years past to make it easier for you to create your own solution, and with now 6 starter solutions to compliment the 16 sample solutions, you have more options than ever before. If you are looking for a CRM and the starter solutions are not fitting your business needs, check out our own template, FM Quickstart. It is a free download and has been optimized to run on the latest version of FileMaker. And to learn more about the FileMaker 17 platform, read our FileMaker 17 Overview article.  
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FileMaker 17 Overview

FileMaker 17 Overview A new and exciting version of the FileMaker platform is here! 2018 marks over 33 years in business for FileMaker, Inc. In a collection of articles, we review what’s new in the FileMaker platform, specifically the features for FileMaker Pro Advanced 17, FileMaker Server 17, FileMaker Go 17, along with FileMaker Cloud. Below you will find an overview of our favorite features with links to our more in-depth articles and example videos. What’s New? New features includes native support for Found Set Portals, redesigned layout tools, multiple email attachment support, and create directories option when saving files. New mobile features include Local Notification support, auto-complete data entry improvements, keyboard shortcut support, sensor function support (battery, location, altitude, speed, acceleration, magnetic, steps, air pressure), and drag and drop via iOS split screen. FileMaker User Licensing is the default licensing moving forward. This is similar to FileMaker Licensing for Teams (FLT) and includes FileMaker Pro Advanced as the default client. You can now install up to 3 FileMaker Servers for more flexibility for deployment and testing servers. You will also receive a single license key for all products.  Overall welcomed simplicity to licensing. The new FileMaker Data Migration Tool allows you to migrate your data from one version of your application to another saving you hours when deploying a new version of your FileMaker application. FileMaker Server on premise now includes a new admin console interface similar to the FileMaker Cloud (via Amazon Web Services) and the official release of the FileMaker Data API (RESTful API) with support to upload data into container fields and run FileMaker scripts. FileMaker Cloud for Amazon Web Services (AWS) running CentOS Linux continues to improve and has reached parity for new features supported by FileMaker Server 17. You must have annual licensing in order to use FileMaker Cloud. FileMaker 17 Trial is now for 45 day, giving you more time to check out the product when building a custom application up from 15 days. FileMaker Pro Advanced 17 FileMaker Pro Advanced is the default client moving forward, and while the advanced tools are off by default, you can easily turn them in preferences by selecting “Use Advanced Tools”. FileMaker is a well-rounded platform and this release provides improvements to create custom apps such as improved layout design tools, improved usability, and enhanced security, allowing you to build more sophiscated applications faster than ever before. Create Custom Apps Upon launching FileMaker Pro Advanced you now see from the File menu a Create Window option that provides you a way to begin with either a Blank application, Converting data to a New Application, or Learn more with a link to the new FileMaker Custom App Academy. You can also begin with a starter application or sample application.  The new starter applications include Assets, Contacts, Content Management, Inventory, Meetings, and Tasks and all include a good foundation for new applications. The sample applications are the same as prior versions and include Assets, Contacts, Content Management, Estimates, Event Management, Expense Report, Inventory, Invoices, and Meetings, Personnel Records, Product Catalog, Projects, Research Notes, Resource Scheduling, Tasks, and Time Billing. Add-On Tables In addition you can now add Add-on Tables to your custom apps.  Quickly add a common feature which inserts a table, relationship, and portal to the screen for common modules you may want to add in your custom FileMaker applications. The Add-on Table list includes Action Items, Addresses, Attachments, Companies, Email Addresses, General Info, Inventory Transactions, Notes, People, Phone Numbers, and Topics. The relationship graph also now shows on the right the text, “If you add a portal to a layout and choose New Add-on Table, new table occurrences are created here for you. Or you can work with the relationships graph yourself. For guidance on creating relationships, see the Custom App Academy.” With Add-On Tables we see great potential in the FileMaker Platform for building more rapid applications and potentially bolting on third party products.  See FileMaker Add-On Tables in action as Kevin Boehle shows you in a video. Found Set Portal You can now display the current found set of records in a portal without any extra programming or the need to create a self-join relationship to your table. No additional relationship will be added to your relationship graph. Learn about the FileMake Current Found Set Portal in detail as Nathan Kiefer walks you through the feature in a video Redesigned Layout Tools You can now work with objects in a group without ungrouping them, allowing you to resize, move, and format individual objects that are in a group without the laborious process of ungrouping them first then later regrouping the objects. The Inspector window and Field Picker have been improved so they are no longer floating windows by default allowing you to use the tools more easily especially with multiple monitors as you create and edit layouts. Field Picker The Field Picker can be resized, great if you are using long field names so you can easily see the fields. Also there is a new Control Style options you can set before dragging a field to a layout so the field appears as desired. Options include Edit Box, Drop-Down List, Pop-Up Menu, Checkbox Set, Radio Button Set, Drop-down Calendar, or Concealed Edit Box. In addition, The Layout Objects window introduced in FileMaker 16 is now a part of the Field Picker allowing you to toggle between Fields and Objects. Inspector Window The Inspector Window now anchors to the right of your window in layout mode and allows you to toggle your views between Position, Styles, Appearance, and Data. You can still create additional floating Inspector Windows if desired. Universal Touch Theme A new Universal Touch theme is available that is used by starter applications and add-on table, designed to be simple and work well with iOS apps. The neutral color palette should allow you to customize the theme easily by adding your desired colors to a few styles quickly. Multiple Email Attachments When sending email directly from FileMaker you can now attach multiple files to the email. The Send Mail script step allows you to insert multiple paths to send multiple files. In prior versions you had to use a third party email plugin to automate sending an email with multiple attachments. Create Directories Option Script steps that export or save files now include a Create Directories option. In prior versions you had to manually create the folders using a third party plugin and now FileMaker will allow you to do this very easily. Now you can save a PDF or Excel spreadsheet to a subfolder on a user’s desktop and have FileMaker create that subfolder. Copy and Paste Custom Menus You can copy and paste custom menus from one file to another. Developers will rejoice who have built up custom menus as part of their solutions or have multiple files that you wish to streamline custom menus across. Show Custom Dialog You can now use variables for input fields in custom dialogs. When specifying the input field you can now select variable as the value. No longer will you have to use a global field and now you can use simple variables you define in your script. Account Lockout Users who fail to log in to a hosted file local account several times will be locked out of the application for several minutes. This will help prevent brute force attacks on FileMaker Servers. FileMaker Pro Advanced Technical Specs FileMaker Pro Advanced 17 is supported on Windows 10 Pro and Enterprise, Windows 8.1 Standard and Pro, Windows 7 SP1 Professional and Ultimate, macOS High Sierra 10.13, and macOS Sierra 10.12. FileMaker Go 17 FileMaker Go is for iPad and iPhone users and has all the features provided in FileMaker Pro Advanced plus specific iOS features listed below, except for developer tools. You need FileMaker Pro Advanced on your desktop to build your application. The new version of FileMaker Go 17 is available in the App Store. Local Notifications A new script step Configure Local Notification is now available that allows you to display a notification alert to an iOS device when FileMaker Go is not running or is in the background. You can queue or clear a local notification for an iOS device. Learn about FileMaker Push Notifications as Kiyan Allaei demonstrates how to use the new Configure Local Notification script step in a video. Sensor Functions You can now return the value of a specified sensor for an iOS device using the GetSensor( ) function. Available sensors include Battery, Location, Attitude, Speed, Acceleration, Magnetic, Step Counts, and Air Pressure. Learn about FileMaker Sensor Functions as Armen Nahapetian demonstrates how to use the new GetSensor script step in a video. Auto-Complete Data entry in FileMaker Go will be as easy as doing data entry on FileMaker Pro Advanced as you can now add values from a value list using auto-complete.  Even if you’re not using auto-complete and have large value list you will see improvements. This is a great welcome to mobile customers using FileMaker Go. Keyboard Shortcuts Users who use Bluetooth keyboards when working with FileMaker Go now have common keyboard shortcuts available like Find Mode. Hold down the Command key and you will see all the shortcuts available. Available shortcuts include New Record, Duplicate Record, Delete Record, Omit Record, Show All Records, Find Mode, Modify Last Find, Sort Records, Print, Close Window, Help, and Launch Center. A great addition for power mobile users. Drag and Drop From within the FileMaker Go application via split screen you can drag and drop an image, file, and text data.  For those who utilize split screen this will create a better user experience between your application and other apps you use. You can drop from FileMaker Go to other applications if they support drag and drop too. FileMaker Go 17 Technical Specs Requires iOS devices running iOS 11.2 or later on the iPad or iPhone devices. FileMaker Server 17 FileMaker Server is known for its ease-of-use and ability to run without any problems. The newest version focuses on an entirely new admin console interface, performance improvements, security updates, and many enhancements related to the FileMaker Data API, FileMaker Admin API (beta), and the FileMaker Server Admin Console. FileMaker Data API Official The future of FileMaker Custom Web Publishing is now live and no longer in beta supporting new features such as uploading containers and calling FileMaker scripts. FileMaker continues to support the FileMaker PHP API for Custom Web Publishing (via Command Line Interface only) and has been clear to developers for over a year that your web apps should be built using the new REST API. Learn more about the Official FileMaker Data API as Mason Stenquist goes in depth about the Official FileMaker Data API in a video. FileMaker Server Admin Console The FileMaker Server Admin Console has been redesigned with a more responsive, simpler user interface. The interface looks similar to the FileMaker Cloud interface and is much more responsive than the previously-built-on-Java admin console, embracing modern responsive web design via HTML and Javascript. New notifications allow you to easily see messages from the Admin Console. See the simplicity of FileMaker Server 17 Admin Console as Kaz McLamore shows you what to expect in the new FileMaker Server 17 Admin  Console in a video. FileMaker Server Admin API The FileMaker Server Admin API allows administrators to create a web interface to manage servers.  The FileMaker Server Admin API was previously only available on FileMaker Cloud but is now available for on-premise FileMaker Servers and is in beta till September 27th, 2019. Learn about the FileMaker Server Admin API by checking out a previous article when the FileMaker Server Admin API was released for FileMaker Cloud as Mason shows you how the new FileMaker Server Admin API works with FileMaker Cloud in a video. FileMaker Server 17 Technical Specs Compatible with Windows Server 2016 Standard Edition, Windows Server 2012 R2 Standard with Update Microsoft KB2919355, macOS High Sierra 10.13, and macOS Sierra 10.12.  If you’re on Windows Server 2008 it’s a good time to think about moving to FileMaker Cloud. WebDirect browser support includes Safari 11.x, IE 11.x, Microsoft Edge 41+, Chrome 64+. Mobile browsers Safari on iOS 11.2 minimum and Chrome 64 on Android 7.x. Note that Firefox is not on the list of supported browsers. FileMaker Cloud FileMaker Cloud was initially released in September 2016 and is a great product for most customers to consider especially if you need to replace your current server hardware! This new product is available ONLY through Amazon Web Services (AWS) and gives you FileMaker Server in minutes. FileMaker Cloud is fast, lowers long-term maintenance, and is secure. FileMaker Cloud 1.17 will support most of the features of FileMaker Server 17.  This is the first release in which FileMaker Cloud is on parity to FileMaker Server 17 upon release. The FileMaker Data API is no longer a trial for FileMaker Cloud. Read about FileMaker Cloud 1.16 released in November 2017 for AWS from Kiyan Allaei . FileMaker Data Migration Tool Going from a development version of your application to a production version now has gone from days to hours, and from hours to minutes with the new FileMaker Data Migration Tool. For customers with large amounts of data this is a huge deal. Learn more about the FileMaker Data Migration Tool as Ethan demonstrates in a video and includes a download file to make the tool easy to use for you. FileMaker User Licensing As of launch of FileMaker 17 there is a new licensing model in place. FileMaker’s goal is to continue to create simplicity in understanding licensing for new and existing customers across all the products in the platform. Just count the number of users who will access your FileMaker application and that is number of seats you need to license your app. Users can use the entire platform and administrators can now deploy FileMaker Server up to 3 times. No longer can you buy just an individual product; instead users have access to the entire FileMaker platform. As one of the top FileMaker Partner Resellers in the world, Jared Ellison will set your expectations for FileMaker User Licensing as he discusses the new and improved licensing and how customers immediately transition to FileMaker User Licensing. Summary The FileMaker platform continues to be the leader in creating innovating powerful custom applications for organizations all around the world and works seamlessly across Windows, Mac, iPad, iPhone, and the web. The new release of FileMaker 17 platform further emphasizes this. FileMaker Go continues to give the platform a competitive edge and this version has many updates related to iOS. Organizations can create innovative and rapid custom applications for iOS with infinite ROI. Creating prototype applications on the iPad and iPhone is a matter of hours not months. FileMaker 17 is a great release and has features everyone can benefit from. We look forward to building innovative custom applications using the new tools for Mobile, Web and the Desktop.
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FileMaker Go Push Notifications

FileMaker Go Push Notifications With the release of the FileMaker Go 17, you can now create a push notification on the user’s iOS device. This script step gives you the ability to not only customize the push notification, but also to run scripts after the user interacts with the notification. Previously there was no way to notify the user if FileMaker Go was either running in the background or closed entirely; however, since iOS provides “local notifications” you can now set up notifications to be triggered at a certain date or time or even if the user’s device comes within range of an iBeacon. Let’s take a look at how you can set up push notifications using FileMaker Go. How to Set Up a Notification There are two main choices in the Configure Notification script step; “Queue” and “Clear”. The “Clear” option allows the developer to specify the name of the notification that will be deleted in the form of a calculation. The “Queue” option does the opposite, configures a local notification based on several specified settings Notification name Script triggered on notification interaction Timed delay for when the notification will trigger Title of notification Body text of notification Button labels (maximum of 3 buttons) Setting buttons to bring application to foreground The same script will always trigger regardless of which button is selected; however, the script parameter will be set to a return delimited list, with the name as the first value, the button label as the second value, and a Boolean representing whether or not the application was brought to the foreground. Here is an example of the Configure Notification script step, that has two buttons set up, with one bringing FileMaker Go to the foreground and the other leaving it in the background. The notification created in this example will return the following list if the second button is selected.             If notifications are disabled on the iOS device, the notifications will not appear, and the triggered script will be given the parameter “NotificationNotAllowed”. If notifications are enabled and the user presses the notification itself and not one of the options, the triggered script will be given the parameter “NotificationSelected”. What If FileMaker Go is in the Background? Since notifications will often appear when FileMaker Go is not in the foreground, there are different behaviors that will occur based on the status of the application. If Go is not running when the user interacts with a notification that triggers a script, Go will launch and run its regular startup process before running the triggered script. If the user dismisses the notification and there is no triggered script, Go is not launched. If Go is running in the background but not closed, re-authentication may need to be done based on the file’s security settings before any triggered scripts can run; if re-authentication fails, Go will not launch. By default, Go will be brought to the foreground when a script is run; however, if specified, triggered scripts can run on the application without bringing it to the foreground. Apple’s guidelines state that the application only needs to be moved to the foreground if there is required user action, if not it is best to keep the app in the background. Conclusion The ability to set local notifications in FileMaker now enables us to grab users’ attention even if they are not using FileMaker Go. You can notify users at a specified date and time or if they come within range of an iBeacon or geofence. Using push notifications can help streamline users to where they need to be, saving them time and eliminating the need to create outside reminders for daily tasks. Download Push Notifications for FileMaker Go Please complete the form below to download your FREE FileMaker database file.
Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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Official FileMaker Data API

Official FileMaker Data API In FileMaker 16 we were introduced to the trial version of the FileMaker Data API, but with 17 the Data API is now live and ready to take the place as FileMaker’s Custom Web Publishing technology of choice. With the removal of the ability to control the PHP or XML API from the FileMaker Server Admin Console and only allowing you to enable/disable it via the command line, it’s pretty clear that FileMaker sees the Data API as the future. The 2 biggest additions to the Data API are the ability to run scripts and the ability to upload directly into a container field, but they’ve also completely modified every single call from the trial version. Most of the changes are small, but they are worth going over, and you’ll want to update before September 27, 2018 as that is when the trial of the Data API expires for FileMaker Server 16.  Data Available per User The amount of data you’ll have available is 2 GBs per user, per month, and will be shared and tracked annually. You can view your current data usage on the FileMaker Server Admin Console. Keep in mind that transferring lots of container data could use your data faster. Enabling Data API To use the Data API, you’ll need to enable it in a few places. First, you’ll need to enable it in the admin console. Once logged in you can find the setting under Connectors > FileMaker Data API. You’ll also have to enable the privilege set for the account you’ll be signing in with and ensure it has “Access via FileMaker Data API – FMS only (fmrest)” checked under file > manage > security. Auth Changes The FileMaker Data API now uses a more standardized authentication method. You’ll still have to get a session token from FileMaker that is good for 15 minutes, only instead of passing the username and password as in your post body, you’ll need to send them as a basic authorization header where the username and password are base64 encoded. You’ll also have to send an empty JSON object in the body. -X POST https://{{server}}/fmi/data/v1/databases/{{database}}/sessions -H 'Authorization: Basic YWRtaW46cGFzc3dvcmQ=' -H 'Content-Type: application/json' -d '{}' Results: { "response": { "token": "41a699b37017c9fa10d140e4bf820727f57b2447036dcdd821" }, "messages": [ { "code": "0", "message": "OK" } ] } You can download Postman to test API calls, which is the tool used in this article’s video. You can also download the Postman collection at the bottom of this article to help you get started making REST calls. Each additional call to work with the data will require that you pass the token in the header. Instead of using the custom FM-Data-token headers now, you’ll use standard Authorization headers, and you’ll now have to prepend “Bearer” before your session token. -X GET https://{{server}}/fmi/data/v1/databases/{{database}}/layouts/{{layout}}/records -H 'Authorization: Bearer 41a699b37017c9fa10d140e4bf820727f57b2447036dcdd821' Data API Scripts You can now run a FileMaker script using the Data API, which is crucial to making an awesome web solution work with FileMaker, but there are some quirks to keep in mind. For instance there is no Run Script command; instead, you can call up to 3 scripts per request: Pre-request Pre-sort After-sort And you can only run scripts for the following commands: Create Record Delete Record Get Record Get Records Find Records We recommend that you use the Create Record command when you want to run a script, and create a record in a log table to keep track of all the script commands that are coming into your FileMaker system. The other issue with running a script from some of the other commands is that if you do not find any records, your script and pre-sort script will not run. The pre-request script would still run though. Uploading Into Container Fields A new trick that FileMaker has learned, that no previous Custom Web Publishing API could do, is upload directly into a container field. With past APIs your best bet was to upload to your web server and then send the url location of the upload and have a FileMaker script Insert from URL that location. Now you can upload directly to a container field. To do so you’ll need to post the data to a URL that specifies the layout, record, container name, and container repetition. This is also the only API call that requires the content-type header to be set to multipart/form-data. And finally the cURL key name needs to be “upload” -X POST  https://{{server}}/fmi/data/v1/databases/{{database}}/layouts/{{layout}}/records/{{recordId}}/containers/{{containerFieldName}}/{{repetionNumber}} -H 'Authorization: Bearer 41a699b37017c9fa10d140e4bf820727f57b2447036dcdd821'  -H 'content-type: multipart/form-data'  -F 'upload=@C:\Users\Administrator\Pictures\test.png' Responses The responses have changed a bit too. As you can see below, in 17 the response now puts all data in response.data, and error codes are now located at messages[0].code implying you could have multiple errors returned. FileMaker 16 { "errorCode": "0" "data": "[{ "fieldData": { ... }, "portalData": { ... } }, "modId": 2, "recordId": 123 }]" } FileMaker 17 { "response": { "data": [ { "fieldData": { ... }, "portalData": { ... }, "modId": 2, "recordId": 123 } ] }, "messages": [{"code":"0","message":"OK"}] } It will also now always return a message whether there was an error or not and will return “OK” if there were no errors. Grouping the data and messages this way helps to separate things a bit nicer and gives more flexibility to add additional metadata in the future such as field and layout information which was available in previous CWP APIs. Why All the Changes? Although the FileMaker Data API has changed quite from the trial, the changes help make the API similar to the Admin and Cloud API, making it easier to learn them all. Also the addition of the v1 in the URL paths is important for ensuring FileMaker is able to make changes in the future without breaking existing integrations, and simply have new integrations use the v2 path etc as new versions are released. By moving everything towards industry standards it makes it much easier to have web developers integrate with FileMaker as they don’t have to learn a custom API–they just use the same restful API calls they use to integrate with any other software out there–which will ultimately result in better and more web integrations. Conclusion Now that the FileMaker Data API is officially live, we recommend using it for all future web integrations. You should also consider switching current web integrations over to the Data API as the XML and PHP APIs will likely be deprecated in future versions. Contact us if you need help integrating with the Data API.   Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.   Download FileMaker Data API Postman Collection Please complete the form below to download your FREE FileMaker Data API Postman Collection. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker User Licensing

FileMaker User Licensing As of FileMaker 17 a new and improved licensing program called FileMaker User Licensing is available. FileMaker is no longer selling individual products; instead they are selling the entire platform for users. As FileMaker Growth Partner of the Year for the Americas we are one of the top FileMaker Partner Resellers in the world. Here we provide you with what to expect with the new FileMaker User Licensing program. FileMaker User Licensing requires a minimum of five users to purchase. Any customer can now add users in increments of one, before you had to add users in packs of five users. FileMaker’s previous default licensing program, FileMaker License for Teams (FLT), has been replaced along with the Legacy Licensing programs AVLA, VLA, AFLT, and FLT. All customers will be immediately transitioned to FileMaker User Licensing when your license keys arrive via email. FileMaker User Licensing comes with the entire FileMaker Platform: FileMaker Server, FileMaker Pro Advanced, FileMaker Go, FileMaker WebDirect, and the FileMaker Data API. All customers will receive a single license key for each contract and the license key will not change from version to version. You will be able to install up to 3 FileMaker Servers with FileMaker User Licensing. Great for customers who have multiple servers and utilize testing servers and/or backup servers. Only 1 FileMaker Server can be used for FileMaker Cloud. FileMaker Cloud hosting must be done on annual licensing, as it will not work on perpetual (bought outright) licenses. User pricing is tiered based on 5-9 users, 10-24 users, 25-49 users, 50-99 users, 100-249 users, 250-499 users, and 500+ users. Some customers may save money, while others may pay more based on user count. Perpetual licensing is still available though not recommended for most business cases and is 3x the price of Annual licensing. Along with FileMaker User Licensing, Concurrent Connection Licensing and Site Licensing continue to be available and have been updated. The new license program brings simplicity, the biggest being that FileMaker Pro has been replaced with FileMaker Pro Advanced for all users.  For those who currently have a FileMaker License contract, you will automatically update to the new licensing programs and will be receiving the new FileMaker User Licensing download links, license keys, and new FileMaker License Certificate for FileMaker Server installations via email. FileMaker Pro Advanced FileMaker Pro Advanced is the only desktop offering moving forward. FileMaker Pro is no longer an option, so everyone has access to FileMaker Pro Advanced developer tools. To make this offering more exciting, FileMaker Pro Advanced works both online and offline unlike FileMaker Licensing for Teams with FileMaker Pro. What is a User A user is a unique person who will access the FileMaker Platform.  They can use or create FileMaker apps on an iPad, iPhone, Mac, Windows, or the Web. With user licensing, FileMaker is moving away from only offering 5 user packs and you can increment 1 user license after starting at 5 users. If you currently have a FileMaker license, you will automatically transition to the new licensing program. Existing Customers Transition FileMaker Licensing for Teams (FLT) and FileMaker Volume Licensing (VLA) customers will be transitioned to the new FileMaker User Licensing when your license keys are sent via email.  With FileMaker User Licensing you get 3 servers with it as well. License Keys With your license for FileMaker 17, you will only get 1 license key for all the product installations and it will not change for each release. If you have multiple contracts you will receive a key for each contract, but we will work with you to merge the contracts into 1 as your contract comes up for renewal 90 days out. You will need to download and install the FileMaker License Certificate for each FileMaker Server when installing or changing the number of users licensed vs entering in a new license key as in the past. So remember to also download the FileMaker License Certificate which is an encrypted form of the Customer FileMaker License Agreement from the Electronic Software Download (ESD) page when preparing to install FileMaker Server. Concurrent Connection Licensing Concurrent connection licensing is 3x the price of regular FileMaker licensing. Ideal for when you have anonymous or occasional users of your FileMaker system. You get 1 FileMaker Server plus the amount of concurrent connections starting at 5 connections. You can put the concurrent connections on either a regular server or a cloud server as long as you have annual licensing.  Anonymous users cannot use FileMaker Pro Advanced; therefore, they will have to access their FileMaker application through FileMaker Go and/or FileMaker WebDirect only. For those of you that have FileMaker Pros and a FileMaker Server with 10 concurrent connections, you will get 2 license keys, one for FileMaker Concurrent Licensing and one for FileMaker User Licensing. The user licensing can be used on the concurrent connections server without taking away any connections. This will allow you to just use 1 server instead of setting up multiple servers. With Concurrent Connections Users, you cannot have these users use the FileMaker User License server unless you buy a user license for each of these users. Site Licensing Site licensing is very similar to how it was before, defined by the total headcount (full-time employees, part-time, and contractors in your organization), not just by who uses FileMaker, and starts at 25 seats. One thing to take into consideration is that the EULA states that you must maintain compliance with your headcount number. If the headcount in your organization exceeds the site license count by 10% or more at anytime during the term of your contract, you must add new seats immediately. You also get as many FileMaker Servers as the total headcount including FileMaker Cloud. That’s alot of servers and a technical change in the EULA which used to say unlimited FileMaker Servers. Site Licensing saves many organizations money when organizations have a headcount over 15 and most of the organization uses the FileMaker platform. Site Licensing is NOT available on the FileMaker Store. Call us for a quote for Site Licensing if most of your organization uses the FileMaker platform. FileMaker Data API The FileMaker Data API is the default way to build custom websites that push or pull data from FileMaker Server and is different then FileMaker WebDirect. With the FileMaker Data API, you are allowed an unlimited data transfer amount of inbound API calls (calling other websites from FileMaker Server). For Outbound API Calls (calling the FileMaker Server from other applications) you have a shared annual data transfer limit. It is calculated by multiplying the number of users licensed, or concurrencies, X 2GB per month X 12 months to get the Shared annual data transfer amount allowed. So each user will give you 24GB of data that is shared. That’s quite a bit of data. If you are wanting to add more data, contact us or your FileMaker Sales rep directly for a quote. FileMaker Shared Hosting FileMaker Shared hosting customers will find that after installing FileMaker Pro Advanced 17 you will not be able to connect to your FileMaker Shared Hosting provider.  The last supported client version for shared hosting is FileMaker 16 as FileMaker only supports two versions back. You will see a message when bringing up the host, “The host does not support this version of FileMaker” as the FileMaker EULA (End User License Agreement) no longer allows shared tenants for FileMaker Server as of FileMaker 14. Contact us to get a quote to move you to your own FileMaker Server or a FileMaker Cloud Server on the leading cloud provider Amazon Web Services (AWS). Price Protection You have price protection for up to 1 year (May 2019) from the launch of FileMaker 17 User Licensing to renew at your previous license program rates. You have the same options to renew for 1, 2, and 3 years.  When renewing for 2 years you get 10 percent off and for 3 years you get 20 percent off.  If you need to downgrade, you will receive up to 3 servers via a downgrade too. Summary The new and improved FileMaker User Licensing program makes understanding FileMaker Licensing easier and provides more convenience to you moving forward, as you get the entire platform at your disposal instead of individual products. If you have multiple contracts you will receive multiple keys so consolidating your contracts is always recommended and we can help you consolidate contracts. Contact us if you have any questions and we will help guide you to the best FileMaker Licensing for your FileMaker application use case.  
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FileMaker Go Sensor Functions

FileMaker Go Sensor Functions In addition to being a leader in Rapid Application Development, FileMaker empowers developers to creatively implement solutions for a wide variety of business cases. FileMaker engineers have expanded the developer’s toolbox by incorporating access to the internal sensors of iOS devices for FileMaker Go users. The dynamic single GetSensor function takes one of 19 primary parameters and returns in real-time data from the accelerometer, gyroscope, compass, or barometer in your device. The Function The parameters that can be used with the new function include: GetSensor ( “batteryLevel”) GetSensor ( “batteryStatus” ) GetSensor ( “location” { ;accuracy; timeout} ) GetSensor ( “locationValues” { ;accuracy; timeout} ) GetSensor ( “attitude” ) GetSensor ( “rotationRate” ) GetSensor ( “accelerationByUser” ) GetSensor ( “accelerationByGravity” ) GetSensor ( “rotationRate” ) GetSensor ( “speed” {; accuracy; timeout} ) GetSensor ( “heading” {; accuracy; timeout} ) GetSensor ( “magneticField” ) GetSensor ( “compassMagneticHeading” {; accuracy; timeout} ) GetSensor ( “compassTrueHeading” {; accuracy; timeout} GetSensor ( “stepCount” {; forPastSeconds} ) GetSensor ( “stepDistance” {; forPastSeconds} ) GetSensor ( “stepFloorsUp” {; forPastSeconds} ) GetSensor ( “available” ) GetSensor ( “airPressure” ) Use Cases There are many practical uses for employing device sensors. The new functions could be used to help track employee activity out in the field or notify a user with a low battery before they attempt to run a lengthy scripted process. Remember that sensor availability varies between iPad and iPhone models! GetSensor (“available”) should be used to validate which sensors are available on a particular device before executing the GetSensor function with other parameters in your custom apps. In our demonstration we incorporate this new functionality to produce a fun, simple pedometer.  Conclusion Using this simple but dynamic function you can integrate the sensors in your device with your FileMaker Go optimized solution. Feel free to contact us if you need further assistance or to discuss getting your iOS device’s sensors integrated with FileMaker.   Download FileMaker Go Sensor Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Server 17 Admin Console

FileMaker Server 17 Admin Console FileMaker Server 17 has a completely overhauled user interface for the admin console. It’s faster, easier to understand, more powerful, and a whole lot prettier. But beyond these aesthetic improvements FileMaker made quite a few changes under the hood. In this article, we’re going to showcase some of the coolest new features of FMS 17’s Admin Console along with a few tips to help get you started with the new admin console.  When you open the new admin console for the first time you might feel a wave of relief wash over you. You can relax, this is normal. If you’ve been using FileMaker Cloud, you’ll find the new admin console refreshingly familiar. If you haven’t, you’ll just find it refreshing. Several under-utilized options have been completely removed from the interface and can no longer be configured here. Most of these options can still be configured via the CLI (Command Line Interface). As we go, I’ll indicate a few places where this has happened.  FileMaker’s redesigned dashboard presents more relevant information more quickly than ever before! The new UI is easier on the eyes but perhaps the most underrated improvement is the actual writing. Paragraphs have been replaced by shorter, more readable snippets that explain things briefly and in natural language. If you ever rely on help text, you will find that it is quite a bit more helpful now. Dashboard The first thing you’ll see after a successful login is the new dashboard. Go ahead and take a moment to bask. You’ve earned this. When you’re ready, let’s review. The age-old sidebar has been replaced with a more familiar top-tier nav system.     The redesigned dashboard answers your most pressing questions as soon as you open the admin console. How many files are being served? How many clients are connecting and how? Which of these connections count against my server limit? Are we nearing our limits for connections or API usage? Is the server running out of space, memory, or bandwidth? Are there any important server events that I should know about? What’s my server IP and name? See that super cool lookin’ graph in the corner? That’s our new activity widget! The console now shows you a graphical representation of your system statistics and how they’ve changed over time (by default the  last 3 minutes). Backups Perhaps the most significant advancement in FileMaker Server 17’s Admin Console is its new backup features and options. The new admin console gives you more control over how your backups are managed, protected, encrypted, and created. The new backups are now independent from other types of schedules and you can run a backup without having to create a server schedule. Automatic Backups FileMaker now automatically backs up all databases once a day and keeps the last seven backups. Want to customize that schedule? Too bad, it’s automatic. This default schedule cannot be changed, disabled, worked around, or ignored. So the good news is that these backups happen automatically and they can’t be disabled or turned off! Yes, you can still create your own backup schedules here too. Back Up Now Great life advice. Also, a new feature! We have On-Demand backups! Click the “Back Up Now” link to immediately back up any files being hosted.       By default, any On-demand backups are “protected” and cannot be deleted from the admin console (but don’t rely on this, see below). Manage and Preserve Backups You can use this new backups tab to manage the actual backups themselves too! All of your system backups are referenced here. You can delete, organize, and label your backups. FileMaker Server 17 will also let you preserve a backup, allowing you to keep it indefinitely. By default any On-Demand backups are preserved.  If you want to delete a preserved backup, navigate to the preserved backups tab and you’ll be able to delete them after a double confirmation. If you delete the backup directly from the File Explorer (Windows) or Finder (Mac), the backup will still show up in the admin console list until you delete it through the admin console. In other words FileMaker isn’t storing a live link to the file, so best practice is to delete the backup from the admin console. Backups: Other Cool Stuff You can label your backups now! Doesn’t change the file name but categorizing can help keep you organized.

Progressive backups can be enabled here and the default interval is 5 minutes. You can change the interval using the fmsadmin command through the CLI. Other Notable Changes FMS no longer supports admin groups. Instead, you can configure a single admin username and password from the administration tab You can now store your encrypted databases in a separate folder dedicated to secure storage. Only secure databases can be placed here. Configure this in the “Folders” section of the “Configuration” tab.

The default folder will allow either encrypted or unencrypted files In Closing I hope you’re as excited about the new FileMaker Server as I am! The new user interface will give our eyes a good time, the backups will keep our data intact, and the new console structure will speed up our work by showing more relevant options. If you’ve got a copy of server and want some awesome databases to host there, give us a call!
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FileMaker Current Found Set Portal

FileMaker Current Found Set Portal With the addition of the Current Found Set Portal, FileMaker has added the ability to easily create one of the most common trends in modern applications – the Master Detail. The Current Found Set portal is a portal that displays a list of the records in the current found set. It updates as the found set changes, and allows the user to navigate between records in the set simply by clicking on them in the portal. The power and elegance of the Master Detail lies in giving you the ability to quickly choose between a list of options and instantly bringing up the detailed information associated with it without changing windows or views. This allows the user to quickly scan a set of data and navigate through it without having to reload new pages or windows. What is a Current Found Set Portal? FileMaker’s solution to the creation of a Master Detail is through an old stand-by: the portal. However, this portal is special. Instead of referencing a related table, this portal references the current found set. This allows the developer to create a list of the set of records the user is currently looking at on a form view layout. That means, instead of needing to create a list view layout to scroll through a list of customers, you can look through your Master Detail list on a form view layout. Even more useful is that FileMaker has included the ability to click on a record in the portal and have FileMaker navigate to that record within the found set, no additional scripting required. You can now navigate to the customer you were looking for without losing your place in the customer list or even leaving the list at all. No more need to navigate between a list view and a form view to search through records. How to Make a Current Found Set “Master Detail” Portal Creating a Current Found Set portal is much like creating any other portal. Using the portal creation tool, you create the outline of the portal you want and once you release the mouse, you will be prompted to “Show records from:”. You simply select “Current Table ([Table Name])”. Most of the portal options you would usually have (like sorting and filtering) are disabled in the Current Found Set portal – giving you even less to set up. To achieve those effects, you need to sort and filter the found set itself since the Current Found Set portal will only show records from that found set. Using Current Found Set Portals for Clear Find Requests FileMaker’s ability to make find requests can occasionally pose a challenge for  some users who may be new to the system or don’t often do manual finds. Especially the concept of and/or finds. One of the interesting use cases for the Current Found Set portal, is it’s ability to track find requests. The portal will display one row for each find request made, just like it would if you were creating new records in a table. This makes it much easier to read the requests made, especially if there are a number of finds that need to be executed at once. Wrap Up Creating a Master Detail with FileMaker’s Current Found Set portal is a great way to modernize your application, and make things easier and faster for the people using the system. Users who find the list view cumbersome to use and avoid their list screens may find that a well-placed Master Detail portal allows them to do their work more efficiently and intuitively. Users will no longer have to navigate between two different views to click through a series of records – they can stay on their screen and in their rhythm. This is especially useful in the modern era, when Master Details show up in many applications users are already familiar with. While the Master Detail does not sound the end for list views entirely (which are still very useful for reports and other goals), the Master Detail does mean that many list views can be replaced with a view that works better for users. Contact us if you would like some help leveraging the power of Master Details in your system. Download FileMaker Current Found Set Portal Example Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Add-On Tables

FileMaker Add-On Tables Creating a new app can be a daunting task for developers, especially those who are just starting out. Fortunately, FileMaker has made it easy to build something new without needing a working knowledge of relational graphs. Creating from the App Library (aka Add-On Tables) allows developers to import modules directly into their application with pre-built tables, fields, and relationships using just a few clicks of the mouse.
 How It Works To import an add-on table to a FileMaker application, first add a portal to the layout you want to have the module show up on. Under portal setup, click “New Add-on Table” under the “Show records from” drop-down menu, and choose from one of 11 different types of tables. Each type of table has its own set of associated fields to allow the user to add relevant information to each record being created.When a type of table has been chosen and named, the portal will appear on the layout with all of the relevant fields included. This feature also includes a button, complete with a script used to add new records to the portal for extreme ease-of-use. FileMaker Add-On Tables Attachments Table At the same time, a table is created in the relationship graph linking the relevant field from the base table to the relevant field of the new table (In many cases, this would be the primary key of the base table to the foreign key of the new table) saving the user both the time and the trouble of having to create the relationship themselves. FileMaker Add-On Table Relationship Graph Pro Tip: Add your portal outside of the layout at the top so that you can easily find the new record button that FileMaker automatically adds at the bottom of the portal. Conclusion While these add-on tables and portals are not intended as replacing fully finished apps, or replacing the need to use the relationship graph at some point, they are a great foundation for any user. These templates save the user plenty of time and give them a much simpler way to understand the power of relational data and helps in learning how tables interact with one another.  
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FileMaker Data Migration Tool

FileMaker Data Migration Tool It’s best practice to work on a sandbox version of a FileMaker database, but historically the FileMaker platform did not offer an out-of-the-box tool to migrate data from a live solution to a new version. This means that developers were encouraged to work on live files or build custom migration scripts; both of these options increase costs, cause significant downtime for maintenance, and disrupted live users. Fortunately, FileMaker now offers a data migration tool that migrates data from one file to another with speeds around 10x faster than a custom script.  Basic Requirements To use the data migration tool, you need three things: the tool itself, the previous version FileMaker file with data (aka the source file), and a clone of the new version FileMaker file (aka the clone file). Once you have those, you need to make sure the following conditions are met: The cloned file doesn’t have any records in it. All the files involved are closed. You have local access to the files with full access accounts and encryption passwords (if applicable). Creating the Command Line With the basic requirements in place, you can begin creating the command that migrates the data. The syntax, taken from FileMaker’s official documentation, is as follows: FMDataMigration 17.0.1 (xx-xx-2018) Description: Migrates all record data from a source FileMaker Pro file to a copy of a clone file. Usage: FMDataMigration -src_path <path> -clone_path <path> [<other options>] -src_path <source file path> -src_account <source Full Access account> (default is Admin) -src_pwd <source Full Access password> (default is blank) -src_key <source decryption key> -clone_path <clone file path> -clone_account <target Full Access account> (default is Admin) -clone_pwd <target Full Access password> (default is blank) -clone_key <target decryption key> -target_path <target file path> (default is source path with " migrated" added) -v (verbose mode) -q (quiet mode) When actually creating your command, you will want to put all of the parameters on the same line. So it will actually look more like this: '/Users/username/Desktop/Data Migration Tool/FMDataMigration' -src_path '/Users/username/Desktop/Data Migration Tool/Source File.fmp12' -src_account 'Admin' -src_pwd 'password' -src_key 'decript_key' -clone_path '/Users/username/Desktop/Data Migration Tool/Data File.fmp12' -clone_account 'Admin' -clone_pwd 'password' -clone_key 'decript_key' -target_path '/Users/username/Desktop/File With Migrated Data.fmp12' –v Once your command is created, paste it in either Terminal (Mac) or Command Prompt (Windows), and press enter. A few notes about parameter values: If you decide to specify a target path, it must be different than the source and clone paths. If a file already exists at the specified target path, the data migration tool will stop you from executing the command. Verbose mode will display all information about the data transfer and in the command module, and quiet mode will display nothing. What Transfers Over After you successfully run the migration, a new file will be created. The new file will have the schema of the clone, and the data from the data file. The data carried over from the data file will be the: FileMaker accounts Records Next serial numbers Indexes Internal Record IDs, aka Get( RecordID ) for each record will be transferred over Custom value lists that have been modified All other information (privilege sets, layouts, table occurrences, etc.) will be inherited from the clone. Furthermore, only modified value lists with custom values will be transferred into the new file from the data file. Value lists not in the clone will not be created in the new file, and value lists using table occurrences will be inherited from the clone. While FileMaker accounts transfer over, privilege sets do not. Any accounts that are given a privilege set not in the clone will be given an empty privilege set called “Unmapped Privilege Set”. If you create fields, tables, or table occurrences in the source database after making the clone, these will not be created in the new file. Any data in these fields will not be transferred over. Also, using the data migration tool does not fire auto-enters. Field Mapping When transferring the data over to the new file, the data migration tool will try to map the fields by name first, then by FileMaker’s internal ID. This means that if you change the name of a field in the source file after making the clone, it will still map those two fields together. However, if you change the name of a field, then create a new field and give it the old name of the first field, the data will be transferred to the new field instead of the first field. Conclusion FileMaker’s data migration tool is the easiest and quickest way to transfer data from a live database to an updated version. Utilizing this tool correctly can save both time, money, and the headache that can come with live development. Feel free to contact us if you need any further assistance or if you would like to discuss getting your data transferred.   Download FileMaker Data Migration Command Builder Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.  
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FileMaker EDI Integration

FileMaker EDI Integration Electronic data interchange (EDI) is used by businesses to electronically exchange standard business documents. EDI standards help reduce cost of processing email or mail-in orders and can speed up business by simplifying communication between two companies. Amazon, Walmart and many other companies use established EDI standards to process their orders securely. Supply Chain Insights published a study showing that 55% of customer orders are received via EDI, placing EDI on the #1 spot of multi-party business exchanges. Integrating EDI with your FileMaker solution can automate your order processing and allow you to connect to large retail partners using this technology.  EDI Standards Handling EDI can be tricky when there’s multiple standards in play and with retailers having different sets of fields they require in order to process requests. EDI platforms like SPS Commerce can help you figure out the required fields for a particular document and industry, and translate a simpler XML format provided by the platform to the actual standard’s format. To illustrate how complex a standard’s format can be, and why platforms like SPS Commerce provide XML versions of these complex formats, below is an example of a purchase order written in EDIFACT EDI standard. UNB+UNOA:1+US::US+50138::THEM+140531:0305+001934++ORDERS' UNH+1+ORDERS:91:2:UN' BGM+220+A761902+4:20140530:102+9' RFF+CT:EUA01349' RFF+AAV::C' TXT+THIS IS WHAT AN EDI MESSAGE WOULD LOOK LIKE... ' NAD+BY++OUR NAME PLC::::+++++EW4 34J' CTA+PD' COM+01752 253939:TE+01752 253939:FX+0:TL' CTA+OC+:A.SURNAME' COM+2407:EX' CTA+TI+:B.BROWN' COM+0:EX' CTA+SU' COM+0161 4297476:TE+01752 670633:FX' UNT+15+1' UNZ+1+001934' And below a purchase order document like above but written in XML format: <PurchaseOrders> <PO> <ID>123</ID> <date>4/3/2018</date> <customer>DB Services</customer> <firstName>Gayoung</firstName> <lastName>Moon</lastName> <email>gmoon@dbservices.com</email> <item>Sunglasses</item> <price>200</price> <quantity>1</quantity> </PO> <PO> <ID>234</ID> <date>4/4/2018</date> <customer>DB Services</customer> <firstName>Test</firstName> <lastName>Customer</lastName> <email>gmoon@dbservices.com</email> <item>Desk</item> <price>400</price> <quantity>3</quantity> </PO> </PurchaseOrders> Not only is the XML version easier to read and follow, it’s much easy to program, especially considering that one EDI document can have thousands of possible fields to pick from, as EDI is used across almost every industry. General Approach to EDI Integration as a Vendor EDI platforms like SPS will require that you read or write XML files from an FTP server they provide. In the case of handling purchase orders from a retailer like Target, your FileMaker system will need to periodically scrape the FTP server’s purchase orders folder for all new PO documents, import them into your FileMaker system, and delete them from the folder. Then you will parse each PO XML document in FileMaker and create or update purchase orders in your database. For example, you could use the xmlGetElement function from the demo file to parse the purchase order XML. Set Variable [ $ID ; Value: xmlGetElement ( $eachPO ; "ID" ) ] Set Variable [ $date ; Value: xmlGetElement ( $eachPO ; "date" ) ] Set Variable [ $customer ; Value: xmlGetElement ( $eachPO ; "customer" ) ] If your retailer requires it, you will also create an purchase order acknowledgement notice XML file and upload it to the FTP server in a different folder. The insert from URL cURL options would look something like this: "--user " & $user & ":" & $pwd & " --ftp-ssl" & " --upload-file $xmlfile --header \"Content-type: application/xml\"" As your employees process new purchase orders, statuses of each purchase order will change and your FileMaker system will need to create another type of EDI XML document with all active purchase order status and shipping information. This document will then be uploaded to the corresponding location on the FTP server. In addition some retailers require frequent updates on your inventory levels, which is another type of EDI document, called an inventory query document, that you will need to create create and upload to the FTPS server. Check out the demo file below to see simple EDI examples. The file uses the native FileMaker Insert from URL script step to connect to FTP and BaseElements plugin to parse XML documents. Conclusion If you want to work with retailer giants like Walmart, Target, etc, you will be required to process orders using EDI. And handling orders this way can allow your company to work on them real time and cut down on time spent manually communicating your inventory and order status. Contact us if you need help with integrating your FileMaker system with an EDI platform. Download FileMaker EDI Integration Please complete the form below to download your FREE FileMaker database file.
Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker HubSpot Integration

FileMaker HubSpot Integration HubSpot is an online marketing and sales tool that helps convert leads and close customers. HubSpot reported that total revenue was $375.6 million in 2017, up 39% compared to 2016. Many companies with both HubSpot and FileMaker find themselves ending up having to do double data entry from one system to the next. We will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with HubSpot. Creating a Free HubSpot Developer Account The first step of this integration is to create a HubSpot developer account. Once you have an account, you will then need to create a new public HubSpot application. Under the application details, at a minimum for our example you will need to check the Basic OAuth functionality and Contacts options. Those will allow you to use the OAuth authentication and interact with the end user’s HubSpot Contacts. Also, copy the Client ID and Client Secret from the application. You will need this information later. Authenticating with HubSpot Using OAuth 2.0 Once you have your API information, you will need to authenticate your solution with the HubSpot API. For any questions regarding how requests should be built, please reference the HubSpot API Documentation. To authenticate your solution, place the user into a web viewer at the API authentication screen. This will prompt the user to log in with their own credentials and choose the account to allow your solution to make the connection. Once they have agreed, they will be sent to the address specified in your Redirect URI that was passed in the authentication request. When the user is redirected to the new address, the address will now have a URL Encoded parameter, which will be the code needed for the next step. Set Variable [ $code ; Value: "https://dbservices.com/?code=058baec5-cfd7-42ae-b3ea-c0683fa4b6b5" ] Once you have extracted the code, you will use the code provided, along with your ID and secret to get your access token which will be used to make any API requests. Making Requests and Parsing the Response Many of the HubSpot API requests require additional parameters. The Create Company request, for example, is a POST request which requires additional fields like the company, description, and many other optional settings for the company. These fields will need to be JSON-encoded text, passed as the parameter. Set Variable [ $cURL ; Value: "-X POST --header \"authorization: Bearer --header \"accept: application/json\" --header \"content-type: application/json\" --data @$data" ] Insert from URL [ Select ; With Dialog: Off ; $result ; "https://api.hubapi.com/companies/v2/companies" ; $cURL ; Do not automatically encode URL ] Once a successful request has been made, a JSON encoded response will returned. You will then be able to use the function JSONGetElement () to pull any information out of the response that you wish. { "additionalDomains" : [], "companyId" : 725558396, "isDeleted" : false, "mergeAudits" : [], "portalId" : 4332469, "properties" : { "createdate" : { "source" : "API", "sourceId" : "API", "timestamp" : 1520270442248, "value" : "1520270442248", "versions" : [ { "name" : "createdate", "source" : "API", "sourceId" : "API", "sourceVid" : [], "timestamp" : 1520270442248, "value" : "1520270442248" } ] }, "description" : { "source" : "API", "sourceId" : null, "timestamp" : 1520270442248, "value" : "Database Services", "versions" : [ { "name" : "description", "source" : "API", "sourceVid" : [], "timestamp" : 1520270442248, "value" : "Database Services" } ] }, "hs_lastmodifieddate" : { "source" : "CALCULATED", "sourceId" : null, "timestamp" : 1520270442248, "value" : "1520270442248", "versions" : [ { "name" : "hs_lastmodifieddate", "source" : "CALCULATED", "sourceVid" : [], "timestamp" : 1520270442248, "value" : "1520270442248" } ] }, "name" : { "source" : "API", "sourceId" : null, "timestamp" : 1520270442248, "value" : "DB Services", "versions" : [ { "name" : "name", "source" : "API", "sourceVid" : [], "timestamp" : 1520270442248, "value" : "DB Services" } ] } }, "stateChanges" : [] } For example, you can get the newly created company ID by using the following set of functions: Set Variable [ JSONGetElement ( $result ; "companyId") ] Conclusion Integrating your FileMaker app with your existing HubSpot account will greatly improve your business’s efficiency. You can create, update, query, or delete just about any entity you would like all from within FileMaker. Feel free to contact us if you need further assistance or to discuss getting your HubSpot account integrated with FileMaker. Download FileMaker HubSpot Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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Google Charts in FileMaker

Google Charts in FileMaker FileMaker offers many different options for charting, but if you need a chart that is not available in FileMaker, you should consider using Google Charts. Google Charts is a free Javascript framework that can be used in conjunction with web viewers in FileMaker to extend your charting capabilities. Since native FileMaker charting is much quicker and simpler to set up, let’s look at some Google Charts. Only Available in Google Charts Geographic Candlestick Organizational Treemap Gauge Timeline Geographic This chart offers both a quick overview for an entire geographic region as well as discrete values per region. For example, if Finance needs a way to quickly view sales per state, the Geographic Chart can quickly show us that sales in Illinois are the highest. You can then hover over each state to see how much was sold in each. When driving this chart with data from a FileMaker system, users can view a map rich with information at the click of a button. Candlestick With the candlestick chart, you can quickly view a range of values along with its variance. It normally shows financial movements in price or cost. In this example, shaded boxes represent a gain and unshaded boxes represent a loss. Source: https://developers.google.com/chart/interactive/docs/gallery/candlestickchart Organizational and Treemap The next two charts help with viewing a tree data structure. First, the Organizational Chart shows a hierarchy of discrete data. Businesses often use this chart to show a literal hierarchy. This chart doesn’t have too many options, but a developer can configure options such as size, color, or clicking on a cell to collapse. Source: https://developers.google.com/chart/interactive/docs/gallery/orgchart On a treemap, a user can only view one level at a time, but can navigate to each level. Though this graph also maps discrete values, developers can utilize this graph to show a visual summary of values associated with these discrete values. For example, this chart can show that sales in the USA are somewhere around twice as much as those in Mexico (see chart below). Source: https://developers.google.com/chart/interactive/docs/gallery/treemap Gauge Applications can utilize Google’s Gauge chart for a fun way to show “safe” and “dangerous” values. It offers the quick visuals of a 19th century railway gauge with all the customization one could desire! Developers can set coloring for ranges of values, specify minimum and maximum values, and even utilize animations to make the gauges more life-like. This chart could be used on an executive’s dashboard to show actual revenue versus expected revenue. Timeline The last Google Chart I’ll be covering is the Timeline chart. It helps view data associated with a range of time, reducing the amount of headache needed to process historical data. For example, some bands have an impossible amount of lineup changes, but using a Timeline can quickly clear up any confusion (unless you’re AC/DC and have over 10 former members). Adding Google Charts to a FileMaker System Google Charts also has some potentially useful options when it comes to simple graphs. Let’s look at adding a trend line on a scatterplot graph using Google Charts in FileMaker. Creating a Trend Line on a Scatterplot Chart The Google Charts documentation offers a quick and easy way to start creating your own chart by providing code examples. The Google Charts framework has a couple of basic parts for each chart. The initial setup includes the following code: <script type='text/javascript' src='https://www.gstatic.com/charts/loader.js'></script> <script type='text/javascript'> google.charts.load('current', {'packages': ['corechart']}); google.charts.setOnLoadCallback(drawChart); Notice that the “google.charts.load” step includes packages; in this case the package “corechart”, which is a scatterplot chart. This is the main differentiator between charts. Changing the package to “geochart” would completely change the graph type. The next step is setting up the drawChart() function. This tells Javascript what data to draw and what options to use. All the data points are in the array variable “data”. function drawChart() { var data = google.visualization.arrayToDataTable([ ['Year', 'Price'], [2010, 12000], [2017, 35000], ... ]); var options = { title: 'Sale Price by Model Year', hAxis: { title: 'Year', format: '', minValue: 2000, maxValue: 2018, direction:-1, minorGridlines: {color: '#333', count: 1} }, legend: 'none', ... }; }; Lastly, Javascript needs to draw the chart. The following code assumes that there is a <div> with the ID “chart_div” in the HTML. var chart = new google.visualization.ScatterChart(document.getElementById('chart_div')); chart.draw(data, options); Using this as a template, all your FileMaker application needs to do is compile data points and insert them into the “data” variable, making sure they are in the same array format. Nothing else in the chart needs to be data-driven, though you can let users edit any options they need to. Using FileMaker to Plot Data Of course, the big question is “How do I get my data from FileMaker onto a Google Chart?” As alluded to previously, we can use FileMaker scripting to insert data points into the Javascript in your web viewer. Please refer to the demo file for more details on how this process works. Conclusion Using Google Charts, you can extend FileMaker’s charting capabilities with complex charts such as Timeline or Geographic charts. All it takes is a web viewer and a bit of Javascript know-how. Javascript not your thing? Contact us to help put Google Charts in your FileMaker system. Download Google Charts in FileMaker Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Cloud 16

FileMaker Cloud 16 Update With the release of the FileMaker Cloud 1.16 update, several features that were exclusive to on-premise FileMaker Server are now available. The 1.16 update includes, but is not limited to, the features listed below. Server Side Scripts with the FileMaker Admin API Custom Web Publishing with the FileMaker Data API PDF and print support JSON Parsing OAuth 2.0 client authentication Server Side Scripts The release of the FileMaker Cloud Admin API now allows you to manage server-side schedules, pull a list of logged-in users, send messages to connected users, and much more. Our free FileMaker Cloud Schedule Manager allows you to create and manage script schedules for your FileMaker system. To download our FileMaker Cloud Schedule Manager or read more about what all it can do, see our FileMaker Cloud Admin API Article. Custom Web Publishing The FileMaker Data API, which was formally only available for FileMaker Server, allows you to access your FileMaker data using the standard REST API. By going with a standardized format developers are able to integrate any platform they choose with FileMaker solutions on FileMaker Cloud. Details on enabling and using the data API can be found at our FileMaker Data API Article. PDF and Print Support FileMaker Cloud now enables the use of the Print, Print Setup, and Save Records as PDF script steps on both FileMaker Pro and FileMaker WebDirect. JSON Parsing JSON (JavaScript Object Notation) is an open-standard file format that allows developers to interact with REST APIs without using a plugin. FileMaker Cloud now supports JSON parsing for server side scripts. For more details on using JSON with FileMaker please read our FileMaker JSON Functions Article. OAuth 2.0 Client Authentication FileMaker Cloud now supports OAuth 2.0, which allows clients to authenticate via Amazon, Google, and Microsoft Azure. Configuration for OAuth identity providers can be found in the Client Authentication section under the configuration tab on the FileMaker Cloud Admin Console (shown below)   A FileMaker Pro client must be used to configure specific users’ accounts to authenticate via an identity provider. This setting is found under:
File -> Manage Security -> highlight desired account -> Edit… Comparing Cloud 16 to Original Release Since the initial version of FileMaker Cloud, many updates have brought Cloud up to par with FileMaker Server. FileMaker Cloud now includes the following features that were not available with the initial launch: On-demand backups Uploading unencrypted FileMaker files Restoring individual data files from a snapshot AWS solid state hard drives (SSD) Increased number of AWS regional endpoints Unsupported Features in FileMaker Cloud The 1.16.0.55 update brought FileMaker Cloud to near parity with FileMaker Server; however, there are three features FileMaker Server supports, which are currently unsupported for Cloud. The first is Custom Web Publishing with PHP and XML is currently unsupported; however, the FileMaker Data API, which is now available for cloud, eliminates the need for this feature. The second is local Active Directory integration. Although Cloud now supports Microsoft Azure Active Directory, it does not support authentication via active directories that exist within your network. The third is compatibility with FileMaker Pro 14 and 15. FileMaker Cloud 16 is currently only compatible with FileMaker 16 clients; however, FileMaker Server 16 is compatible with FileMaker 14, 15, and 16 clients. Backups Cloud backups run on a 20 minute schedule and one week’s worth (504) are stored before automatic deletion begins; however, preserved backups are not deleted. Backups can be run on demand and preserved at any time as shown in the image below. As shown in the graphic above, backups are accessed through the “Backups” section of the Cloud admin console. From here users may request an on-demand backup, which is then automatically preserved. Snapshots can then be attached to preserved backups, allowing the database files to be downloaded as needed. Only one snapshot can be attached at a time, but users may download specific database files as opposed to downloading every file hosted on the server. Uploading Unencrypted Files Unencrypted files can now be uploaded to FileMaker Cloud from a Pro client. Once uploaded, FileMaker Cloud will request an encryption password and encrypt the file itself, saving users the time of encrypting their files through their Pro clients. It is important to note that in order to upload an unencrypted file to Cloud, you will need to have at least three times the file size in space available to upload. The total space available can be viewed from the Dashboard section of the admin console. If you don’t have that much space available, you may upgrade the AWS storage volume size at any time through the Subscription section of the admin console. FileMaker Cloud AWS Region Support FileMaker Cloud can now be set up on the following AWS regions: US East (Northern Virginia) US West (Oregon), Canada (Central) EU (Ireland), EU (Frankfurt) Asia Pacific (Sydney) Asia Pacific (Tokyo) All FileMaker Cloud disk types have been changed from magnetic to solid state drives (SSD), increasing overall speed. Moving to FileMaker Cloud For details on moving your existing system to FileMaker cloud, please read the “Moving to FileMaker Cloud” section of our FileMaker Cloud Overview Article. Conclusion With this update, the full power of FileMaker Server is now available in the cloud.  If you’re interested in seeing if FileMaker Cloud is the best choice for you, contact us for a free technical analysis to review and assist in optimizing your application(s) before moving to the FileMaker Cloud.
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FileMaker Cloud Admin API

FileMaker Cloud Admin API With the release of FileMaker Cloud Admin API, you can now monitor and manage multiple servers quickly and easily, including the ability to set up server-side schedules, pull a list of logged in users, send messages to connected users, and much more. Let’s take a look at the API and how to use it. Using the API The FileMaker Cloud Admin API uses a standard REST API which allows you to gather info and interact with your server and the files on the server. Some of the things you can do with the API are listed below. Create, edit, delete server side schedules Get a list of schedules List all databases Open, Close, Pause, or Resume a database Disconnect clients Send a message to clients More info on how to interact with API can be found in the FileMaker Cloud 16 Admin API Guide. Creating Schedules Most of the functions in the API are already available from the FileMaker Cloud Admin Console, but at the moment the only way to create schedules is through the new API. This can be a frustrating process as there are so many different flags and types that must be set by number and all the validation required to create them correctly. Lucky for you we’ve created a free file for managing schedules on your FileMaker Cloud Server. Security Please ensure that you encrypt this file before use as it does store username and password information needed to access the admin console and FileMaker files. At the moment there is no good way to exclude this information, and the Admin API returns file credentials in the schedules’ rest calls. Also make sure to add a full access account with a strong password and disable the default admin account. Conclusion The FileMaker Cloud Admin API allows you to easily manage multiple cloud servers from one interface. If you want a private server with easier setup and management, excellent network speeds, automated security updates and much more then FileMaker Cloud is a great way to go. We’re super excited about the direction of FileMaker Cloud and believe that this is the future of hosting FileMaker applications. Download FileMaker Cloud Schedule Manager Please complete the form below to download your FREE FileMaker database file.
Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Twitter Integration

FileMaker Twitter Integration As one of the top social media platforms, Twitter has over 300 million active users worldwide. Leveraging FileMaker technology, developers can build custom apps which interact directly with Twitter. Let’s walk through how to get your app connected to Twitter.   Creating a Free Developer Account First, log into Twitter and create a Twitter App. Second, click the button to generate an API consumer key and an API consumer secret. These two strings are used to securely authorize actions with your twitter account. The consumer key will be passed back and forth with each call, serving as identification. The consumer secret is used to securely encrypt the call in a specific way unique to your account. Authenticating with Twitter Once you have your API information, you will need authenticate your solution with the Twitter API. Twitter API uses a OAuth, and there are two types. Basic authentication can be used for actions which do not require user context, such as reading public tweets or getting profile information. User authentication on the other hand, is needed for actions which require an account: tweeting, direct messages, etc. For this example we will use basic authentication to get the number of followers and tweets of any Twitter handle. The first step is to use a combination of the consumer key and secret key to obtain an access token. These two keys must be combined, separated by a colon, and encoded with Base64. Leveraging the Insert from URL [] script step, FileMaker is able to make HTTP calls and get back the responses. This is the basic mechanic of working with API endpoints. The token is returned as a JSON string, which FileMaker can easily read with native JSON functions. If you authenticate again, you will be given a new token and all old tokens will become invalid. This process ensures tokens cannot be obtained and used without your permission, and also reduces the exposure of your consumer key. To get the token, POST a request with the following settings and headers: Request Example: POST https://api.twitter.com/oauth2/token Headers: Authorization: Basic (Insert Base-64-Encoded <consumer key>:<secret key>) Headers: Content-Type:application/x-www-form-urlencoded;charset=UTF-8 Body: grant_type=client_credentials Response: {"token_type":"bearer","access_token":"AAAAAAAAAAAAAAAA..."} Making Requests and Parsing the Response Once the token is acquired, calls to other API endpoints can be immediately performed. Each subsequent call will be made with the token. To get information about any Twitter handle, POST a request with the following settings and headers: Request Example: GET https://api.twitter.com/1.1/users/show.json?screen_name=<screen_name> Headers: Authorization: Bearer <token> Response: { "contributors_enabled" : false, "created_at" : "Sun May 25 07:09:41 +0000 2008", "default_profile" : false, "default_profile_image" : false, "description" : "We build custom applications for business. Our mission is to make organizations more efficient and effective.", "favourites_count" : 26, "follow_request_sent" : null, "followers_count" : 303, ... } This particular use case for automatically getting Twitter followers could be useful to streamline a review process where applicants must have an audience, such as authors, reporters, or podcast creators. There’s so much more you can do with the Twitter API. Conclusion Use the power of FileMaker to make sense of data from anywhere on Twitter. Track employee engagement, see what the competition is up to, or post tweets directly from your app! Tweet at us if you found this post helpful – let’s have a conversation @dbservices.   Download FileMaker Twitter Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Shipping Labels with Shippo

FileMaker Shipping Labels with Shippo The global market for parcels is on pace to be over $300 billion dollars in 2017 according to Apex Insight with sales continuing to rise via e-commerce. There are many carriers across the globe and having nearly all to your disposal from a single company is advantageous.  Many businesses want the ability to ship orders directly out of FileMaker. We commonly recommend Shippo, an all-in-one web API that allows you to pay for and generate shipping labels and tracking numbers on the fly. But why do we want to integrate with Shippo in the first place? Can’t we just create shipping labels all online? The Problem We find that many customers are managing all of their orders inside of FileMaker and all of their shipments in a third-party (sometimes online) solution. This is a very resource intensive workflow and causes a big time waster: double-data entry. Just imagine entering in every single customer’s information into FileMaker and then into a third-party solution. Typing (or copy-pasting) two pairs of shipping and billing addresses just seems barbaric, right? If you are in a similar situation right now, we have a solution (keep reading)! The Solution In a perfect world, you would be able to create an order and generate a shipping label all from one screen within FileMaker and only type the customer’s information once. Well, we like to think that this perfect world already exists! That’s where Shippo and it’s powerful and robust API comes in. With built-in JSON and cURL functions in FileMaker, we can natively integrate with Shippo. All you need to do to get started is sign up for Shippo, set up your shipping options, grab your API keys, and then integrate with FileMaker. It’s super easy and we will show you how to do it below.   Benefits of using Shippo Shipping Fees: Need to save money and ship all over the world? Cha-ching! Shippo is very affordable and only charges you for shipping cost + $0.05. Tracking Numbers: Want to provide tracking numbers and links to your customers? You can do it! Shippo provides tracking numbers at no charge. Shipping Carriers: USPS? FedEx? UPS? No problem! Shippo allows you to integrate with a long list of providers at no charge. eCommerce: Have an existing eCommerce website? Good news! Shippo integrates with today’s popular eCommerce platforms. Integration: Itching to start generating shipping labels today? Get to work! Shippo is a very lightweight implementation and uses only native FileMaker with 6 scripts.   Getting Started Sign up for Shippo Shippo makes it very easy to get started. The first step is to sign up for an account.   Set up Billing Once you are in the Dashboard, fill out all of the information on the Account and Billing tabs (otherwise your account will be suspended after generating a few shipping label requests).   Get API Tokens Click on the API tab and take note of the API Live Token and API Test Token. Also note your API Version. For the purposes of this article, we are using API Version 2017-08-01. From time-to-time, Shippo will update their API, but you will have to click a button on the API tab in order to upgrade to the latest version. Keep in mind that upgrading could break your code, so we recommend that you create a developer account to test with before upgrading in a production environment.   Enable Shipping Carriers Click on the Carriers tab and/enable all of the carriers that you want to use. For this demo, we are using the fully capable and heavily discounted USPS account that is provided by default. Also, we are going to activate test mode for USPS so that we can create a testing environment without being charged.   Set up API Keys in Demo File We have provided a demo file at the bottom of this article that will get you started with the basic example to integrate into your custom solutions. Once you open this file, you will notice that the layout consists of two tabs: order and setup. Click on the Setup tab. From here you’ll need to fill out all of fields at the top (Information & Address) as well as paste in your API Live Token and API Test Token into the corresponding fields. There is also a checkbox toggle that will allow you to go from “test mode” to “live mode.” During test mode, your account will be able to generate test shipping labels and tracking codes (that cannot be used for actual shipping), but our account will not be charged.   Test Once you are ready to test, go ahead and fill out the order form, then click Generate Shipment & Rate. This will populate the portal underneath Shipping Info with multiple rates to choose from. You can select your desired rate and then click Generate Shipping Label. If all goes well, a brand new shipping label and tracking number will appear!   Breakdown Now that you’ve tested with the demo file, let’s breakdown exactly what we did so that you can build it yourself (or use the demo file if you wish). Tables and Fields You need to create 5 tables: LOG housekeeping fields (primary key, creation/mod date, account, and timestamp) request (text) response (text) ORDER housekeeping fields (primary key, creation/mod date, account, and timestamp) customer first name (text) customer last name (text) customer email (text) customer phone (text) customer address fields (address 1, address 2, city, state, zip, country) customs declaration id (text) customs declaration toggle (number) shipment object id (text) shipping label (container) shipping label errors (text) shipping dimension fields (height, length, width, and weight) shipping tracking number (text) shipping tracking number url (text) log id (global) constant 1 (global) ORDER_LINE_ITEM housekeeping fields (primary key, creation/mod date, account, and timestamp) order id (text) item name (text) item quantity (number) item weight (number) item price (number) item extended price (auto-enter of quantity x price) PREFERENCES housekeeping fields (primary key, creation/mod date, account, and timestamp) company name (text) company address fields (address 1, address 2, city, state, zip, country) company email (text) company phone (text) Shippo live token (text) Shippo text token (text) Shippo live mode/test mode toggle (number) RATE_OPTION housekeeping fields (primary key, creation/mod date, account, and timestamp) shipping carrier account id (text) order id (text) rate id (text) rate amount (number) chosen rate checkbox (number) duration terms (text) estimated days to delivery (text) shipping provider (text) service level name (text) service level token (text) Relationships You need to create 5 relationships off of the ORDER table: a creation/deletion relationship to ORDER_LINE_ITEM using the ORDER primary key. a cartesian relationship to PREFERENCES using the primary keys. a creation relationship to LOG using the global logID field. a relationship to RATE_OPTION using the ORDER primary key. a relationship to RATE_OPTION using the ORDER primary key and chosen rate field. Scripts You need to create 6 scripts: Startup You need to create (or modify) a script that runs on startup of the FileMaker database. Add a script step that goes to a new layout called based on ORDER (we will create the layout later). After going to the new layout, set the global constant 1 field to the value of 1. You will use this global to make the chosen shipping rate relationship work that you created earlier. Create a Shipment You need to create a new script that generates a shipment in Shippo. In this new script, set a variable for the URL we will POST the shipment information to (https://api.goshippo.com/shipments/). Add three more variables: one for the Shippo test token, one for the Shippo live token, and one for the checkbox that determines if the live or test token is used. You’ll need to use the cartesian relationship from ORDER to PREFERENCES for these three variables. Next, set all the variables for the company that is shipping the product (company name, phone, email, fax, address, city, state, and zip). Again, these fields come from the PREFERENCES table, so you will need to use the cartesian relationship from ORDER to PREFERENCES for these variables. After that, set all the variables for the customer (full name, company, address 1, address 2, city, state, zip, country, email, and phone). All of this information is on the order screen so there is no need to use a relationship here, just use the ORDER context (and ensure you are on the ORDER context when running the script). Then, set all the variables for the shipping info (weight, length, height, width, and requires customs declaration checkbox). These fields are also on the order screen, so just use the ORDER context again. In this step, you can choose to validate that all of the variables you set are present before you run the rest of the script. We recommend doing this so that you aren’t wasting time with the API call if all of the variables are not set correctly. Next, check to see if the shipment requires a customs declaration. If it does, you will run the “Create a Customs Declaration” script that we will go over in the next script breakdown. Check that the script doesn’t return an error. If there are no errors, expect a customs declaration ID to be returned to be added to the JSON request payload in the next step. Now that all the variables are set, you need to wrap it all up in a nice JSON variable to be sent as a request payload. You can see exactly how Shippo wants to receive this request payload here. Also, if you need help building the JSON variable, you can read up on JSON functions with FileMaker here. After you’ve created a request, you can use the Insert from URL script step to send the JSON request payload. A JSON response payload will come back from Shippo. You can take this JSON response payload and parse it out however you wish, but you can check the “status” key-value pair to see if the response is “SUCCESSFUL” or not. Next, you need to save the “object_id” key-value from the JSON response payload into the shipment object ID field in the ORDER table. You will use this later to create shipping rates. Last, you need to run the “Create Shipping Rates“ script that we will go over in a later script breakdown. Create a Customs Declaration For international shipments, you will need a Customs Declaration. This is basically a piece of paper that tells Customs Officers what is in the package. To generate a Customs Declaration you need to create a new script with a variable for the URL we POST to (https://api.goshippo.com/customs/declarations/). See three more variables: one for the Shippo test token, one for the Shippo live token, and one for the checkbox for if we are using the live token or not. You will need to use the cartesian relationship from ORDER to PREFERENCES for these three variables. Next, set a variable for the full name of the customer you are shipping to. Create four more variables that use the List function to group the name, weight, quantity, and extended price from the ORDER_LINE_ITEM relationship off of ORDER. Now, create a JSON request payload based off of the payload Shippo is expecting (you can see this expected payload here). You’ll see that Shippo is expecting a list of items in the shipment. To do this, you will need to loop through all of the order line items and append them to the JSON request payload. Last, send the JSON request payload to Shippo and receive the JSON response payload. Check for success or errors. If successful, grab the “object_id” key-value and set it as the customs declaration ID in the ORDER table. Then, pass the “object_id” key-value back to the parent script in the Exit Script script step. Create Shipping Rates You need a way to generate all possible shipping rates for a particular shipment. Create a new script and set a variable for the URL we will POST to (https://api.goshippo.com/shipments/[SHIPMENT_OBJECT_ID_GOES_HERE]/rates/[CURRENCY_TYPE_GOES_HERE]). The currency type, in this case, is simply USD. Set three more variables: one for the Shippo test token, one for the Shippo live token, and one for the checkbox for if we are using the live token or not. You will need to use the cartesian relationship from ORDER to PREFERENCES for these three variables. Next, you need to set a variable for orderID and for shipmentObjectID. Once again, you can validate that all of the variables are set before running the script. Now, do an Insert from URL script step using a cURL command on the URL by sending just the Authorization with the live or test Shippo token using a GET method. This time, you want to check if you received shipping rates from the JSON response payload by checking for a “count” key-value. If you don’t get a count, then check for errors. If you do get a count, then you will go to the RATE_OPTION table, check to see if shipping rates for the current order already exist (if they do, simply delete the found count of records), and then loop over each JSON rate array and parse the information into the following fields: orderID, rateID, carrier account, rate amount, service level name, service level token, provider name, estimated days, and duration terms. Create Shipping Label You need a way to generate the shipping label and tracking number information based on the rate that was chosen. First, create a script and set a variable for the URL we will post to (https://api.goshippo.com/transactions/). Set three more variables: one for the Shippo test token, one for the Shippo live token, and one for the checkbox for if we are using the live token or not. You need to use the cartesian relationship from ORDER to PREFERENCES for these three variables. Also, you need to set a variable for the selected shipping rate by using the relationship from ORDER to RATE_OPTION that uses the chosen rate field. Once more, you can validate that all of the variables are set before proceeding. Next, create a request payload by using the Insert from URL script step and passing in cURL options for authorization, rate, label file type and async using a POST method. Now, check to see if you receive a “SUCCESS” status from the JSON response payload, otherwise, check for errors. Then, set a variable for a shipping label image URL by getting the “label_url” key-value from the JSON response payload. Do an Insert from URL script step onto the shipping label container field with the URL set to the shipping label image URL variable. This will pull the PDF of the shipping label into the shipping label container field. Last, set the tracking number and tracking URL fields with the “tracking_number” and “tracking_url_provider” key values you get from the response. Select Shipping Method You need a way to select a shipping rate from the Shipping Info portal. You will have checkboxes in the portal to select a rate, but you don’t want to be able to select multiple (which is the default behavior). This script will run through all of the shipping rates in the portal and only leave the one selected as the one checked off. Create a script with two variables: orderID and rateID, with orderID being the current order primary key and rateID being the ID of the shipping rate selected from the portal. Next, write a Go To Layout script step that goes to the base table layout for RATE_OPTION, do a find for all of the records that match the orderID, and loop through them. Inside the loop, check each record to see if the rateID of the record matches the rateID variable that you set earlier. If it matches, set the “chosen rate” field to 1, otherwise, set the field to “”. Layouts Order Layout Create a layout based on the ORDER table to use as the order data entry screen. Add all of the fields from the ORDER table to the layout and arrange how you see fit. Make sure the Customs Declaration field is a checkbox and the value list value of 1. Create a portal based on ORDER_LINE_ITEM using the relationship from ORDER. Add the item name, weight, quantity, price, and extended price fields. Format the fields how you see fit. You can optionally add a delete portal row button. Create a portal based on RATE_OPTION using the relationship from ORDER (not the relationship that uses the chosen rate field). Add the chosen rate (checkbox with value list value of 1), provider, service level name, and amount fields. Format the fields how you see fit. Make the chosen rate checkbox a button with the “Select Shipping Method” script attached. Create a button called “Generate Shipment & Rate” that runs the “Create a Shipment” script. Create a button called “Generate Shipping Label” that run the “Create Shipping Label” script. Setup Layout Create a layout based on the PREFERENCES table. Add to the layout all of the company name and address fields along with the Shippo live token, test token, and live mode/test mode toggle (as a checkbox with the value list value of 1).   Conclusion Integrating with an API service like Shippo to generate shipping labels and tracking information inside your FileMaker solution can greatly reduce your workload and increase your bandwidth to do more revenue-generating activities. If you need assistance integrating Shippo into your custom FileMaker solution, feel free to contact us.   Download FileMaker Shipping Labels with Shippo Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Amazon Marketplace Integration

FileMaker Amazon Marketplace Integration Amazon is the largest e-commerce site in the world, making brick and mortar stores scramble to catch up online as Amazon continues to grow marketshare. While Amazon only holds a mere 5 percent share of total retail sales, excluding food, across the country according to data from the U.S. Census Bureau,  in 2016 Amazon posted revenue of 136 billion dollars compared to 107 billion in 2015, 27% year over year growth. Getting your business set up with Amazon is a great way to promote your produce and boost your sales. It is never to late to jump on the sales freight train that is Amazon. We will demonstrate how you can streamline your operation by directly integrating your FileMaker solution with Amazon using Amazon Marketplace Web Service.   Creating a Developer Account There are a few prerequisites that you will need to meet first before you can continue. You can get all the information you need and more in the Amazon MWS Documentation. If you do not have a seller account, you will need to create one by registering at Amazon Services. If you have what you need to register as a developer, then you will need to log in and go to your User Permissions page. Click on the Register as a Developer button and follow the instructions. When you finish the process, you will then see your Seller ID (Merchant ID), Marketplace ID, AWS Access Key ID, and Secret Key. These are important for our integration and should be kept safe and secret. Amazon MWS Signatures Once you have your API information, you will need to authenticate your solution with the Amazon MWS API. Amazon requires you to add a signature to all of your requests to authenticate your requests. Please reference the documentation on signing requests. The main goal of the signature is to make sure the signature string matches what the API expects. The signature string is an encrypted combination of all parameters passed in the request in alphabetical order. The authentication process can be quite tricky, so I highly recommend taking a look under the hood of the example file we have provided. Set Variable [ $sigString ; Value: "GET" & Char (10) & $host & Char (10) & $api & Char (10) & $params ] Set Variable [ $authCode ; Value: CryptAuthCode ( $sigString ; "SHA256" ; $secretKey ) ] Set Variable [ $signature ; Value: Base64EncodeRFC ( 4648 ; $authCode ) ] Making Requests and Parsing the Response To send a request to the API, you will need to use the Insert from URL script step with FileMaker cURL options. Set Variable [ $parameters ; Value: "AWSAccessKeyId=XXXX&Action=ListOrders&CreatedAfter=XXXX&MarketplaceId.Id.1=XXXX&SellerId=XXXX&SellerOrderId=XXXXX&SignatureMethod=HmacSHA256&SignatureVersion=2&Timestamp=XXXXX&Version=2013-09-01" ] Set Variable [ $cURL ; Vaule: "-X POST --data " & $parameters ] Insert from URL [ Select ; With Dialog: Off ; $result ; $url ; $cURL ; Do not automatically encode URL ] Once a successful request has been made, an XML-encoded response will be returned. FileMaker does not have a native function for reading XML, so a plugin or a good custom function is needed in order to easily make and read any XML that is sent or received from the API. I suggest using the BaseElements Plugin as it is a free and powerful plugin that can handle all of our XML needs. You will be able to use the function BE_XPath( ) to pull any information out of the response that you wish. <?xml version="1.0" encoding="UTF-8"?> <ListOrdersResponse xmlns="https://mws.amazonservices.com/Orders/2013-09-01"> <ListOrdersResult> <Orders> <Order> <LatestShipDate>2017-08-19T04:48:48Z</LatestShipDate> <OrderType>StandardOrder</OrderType> <PurchaseDate>2017-09-01T17:06:50Z</PurchaseDate> <AmazonOrderId>XXX-XXXXXXX-XXXXXXX</AmazonOrderId> <BuyerEmail>XXXXXX@dbservices.com</BuyerEmail> <IsReplacementOrder>false</IsReplacementOrder> <LastUpdateDate>2017-09-01T05:10:11Z</LastUpdateDate> <NumberOfItemsShipped>1</NumberOfItemsShipped> <ShipServiceLevel>SecondDay</ShipServiceLevel> <OrderStatus>Shipped</OrderStatus> <SalesChannel>Amazon.com</SalesChannel> <IsBusinessOrder>false</IsBusinessOrder> <NumberOfItemsUnshipped>0</NumberOfItemsUnshipped> <PaymentMethodDetails> <PaymentMethodDetail>Standard</PaymentMethodDetail> </PaymentMethodDetails> <BuyerName>DB Services</BuyerName> <OrderTotal> <CurrencyCode>USD</CurrencyCode> <Amount>1.00</Amount> </OrderTotal> <IsPremiumOrder>false</IsPremiumOrder> <EarliestShipDate>2017-09-01T04:48:48Z</EarliestShipDate> <MarketplaceId>MARKET</MarketplaceId> <FulfillmentChannel>AFN</FulfillmentChannel> <PaymentMethod>Other</PaymentMethod> <ShippingAddress> <StateOrRegion>IN</StateOrRegion> <City>Indianapolis</City> <CountryCode>US</CountryCode> <PostalCode>46250</PostalCode> <Name>DB Services</Name> <AddressLine1>8604 Allisonville Rd</AddressLine1> </ShippingAddress> <IsPrime>false</IsPrime> <ShipmentServiceLevelCategory>SecondDay</ShipmentServiceLevelCategory> <SellerOrderId>XXX-XXXXXXX-XXXXXXX</SellerOrderId> </Order> </Orders> <CreatedBefore>2017-08-22T12:42:43Z</CreatedBefore> </ListOrdersResult> <ResponseMetadata> <RequestId>XXXXXXXX-XXXXX-XXXX-XXXX-XXXXXXXXXX</RequestId> </ResponseMetadata> </ListOrdersResponse> For example, you can get the Amazon Order Id by using the following: Set Variable [ $n ; Value: 1 ] Set Variable [ BE_XPath ( $result ; "/ns:ListOrdersResponse/ns:ListOrdersResult/ns:Orders/ns:Order[" & $n & "]/ns:AmazonOrderId" ; "ns=https://mws.amazonservices.com/Orders/2013-09-01") ] The $n variable is used to get the nth order in the list. In the example provided there is only one order; however, if your result contains multiple orders you will need to change $n to the nth number. Amazon Feeds: Acknowledging and Shipping an Order The above example is based on the Order API. That will give you the basic information on your orders. Once you are ready to acknowledge or ship an order, you will need to use the Feeds API. The Feeds API will not automatically process your request and give you the results of your request, so communicating with this API requires two steps: Make request to the Feed API and grab the Feed Submission ID. Continuously query the Feed API with the Feed Submission ID for the results of your original request. This means that once you have submitted your original request, Amazon will either acknowledge that it received a valid request and give you a request id to watch, or it will respond with an immediate error. <?xml version="1.0" encoding="UTF-8"?> <SubmitFeedResponse xmlns="http://mws.amazonaws.com/doc/2009-01-01/"> <SubmitFeedResult> <FeedSubmissionInfo> <FeedSubmissionId>50002017409</FeedSubmissionId> <FeedType>_POST_ORDER_ACKNOWLEDGEMENT_DATA_</FeedType> <SubmittedDate>2017-08-31T11:56:14+00:00</SubmittedDate> <FeedProcessingStatus>_SUBMITTED_</FeedProcessingStatus> </FeedSubmissionInfo> </SubmitFeedResult> <ResponseMetadata> <RequestId>15e66ef4-6306-4a1b-9712-20d9ee6d9b16</RequestId> </ResponseMetadata> </SubmitFeedResponse> If you sent a valid request, you will then have to wait and continuously query the Feeds API with your Feed Submission ID. Amazon will then respond with try again, error, or success response. <?xml version="1.0" encoding="UTF-8"?> <AmazonEnvelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="amzn-envelope.xsd"> <Header> <DocumentVersion>1.02</DocumentVersion> <MerchantIdentifier>XXXXXXXXX</MerchantIdentifier> </Header> <MessageType>ProcessingReport</MessageType> <Message> <MessageID>1</MessageID> <ProcessingReport> <DocumentTransactionID>XXXXXXXXX</DocumentTransactionID> <StatusCode>Complete</StatusCode> <ProcessingSummary> <MessagesProcessed>1</MessagesProcessed> <MessagesSuccessful>1</MessagesSuccessful> <MessagesWithError>0</MessagesWithError> <MessagesWithWarning>0</MessagesWithWarning> </ProcessingSummary> </ProcessingReport> </Message> </AmazonEnvelope>  Conclusion Following the steps above you can integrate your FileMaker solution with Amazon and streamline your workflow. Feel free to contact us if you need further assistance or to discuss getting your Amazon account integrated with FileMaker.   Download FileMaker Amazon Marketplace Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Xero Integration

FileMaker Xero Integration Xero is a comprehensive accounting system for small to medium-sized companies with over a million subscribers. It can handle any accounting task ranging from inventory to bank transactions and it was specially designed to be a cloud-based solution to save clients from IT headaches. And with its simple API, you can integrate it with your FileMaker application to streamline workflow and eliminate double data entry. This article will show you how to integrate FileMaker with Xero, including how to create a Xero developer account and application, establish a connection to the API, make a request, and parse the response. Setting Up A Free Xero Development Account The first step to complete is to create a Xero free developer account. I recommend enabling the Xero demo company after the account setup is complete to use for testing purposes. The demo company is easy to set up and you can reset the data whenever you need to. Simply navigate to the My Xero page and click the Try the Demo Company button. Be sure to set the company time zone that matches your location. Now you need to choose the type of application for Xero. You can connect to Xero as one of three entities: Private Application: allows long term access and bypasses user authorization process. Xero unfortunately uses RSA-SHA1  method to generate public and private keys that can be only generated using third party plugin for now. I suggest establishing connection between Xero and FileMaker as a public application. Public Application: allows 30 minutes connection to Xero using a verifier code. The sample file attached to this article will walk you through this process. Partner Application: allows long term connection through public application to be used by others. Your organization must be approved by Xero to build this type of application. Add your public application following our example below. The company URL needs to start with “http”. The OAuth callback domain can be left empty. To get started, download the demo file shown on this article and follow the step-by-step process. Establishing A Connection With Xero Once you have set up a public application, you’re ready to establish a connection to the accounting API. You can now set http headers with FileMaker 16, but there is no native way to easily parse XML, which is Xero’s default data format. I suggest using the BaseElements plugin as it is a free and powerful tool to parse XML. To authenticate your solution, please reference the documentation on OAuth1.0. The main goal of OAuth1.0 is to make sure the signature string matches what the API expects. The signature string is an encrypted combination of all parameters passed in the request in alphabetical order. The authentication process can be quite tricky, so I highly recommend taking a look under the hood of the example file we have provided. Here’s sample code to request access to your Xero account: Insert from URL [ Select ; With dialog: Off ; $result ; $url ; cURL options: "-X GET" & " -D $httpResponseHeaders" & " -H content-type:application/x-www-form-urlencoded" ] You can easily establish a connection with your consumer key and secret code. But you will have to renew your access code every 30 minutes. Also keep in mind that the URL and request body differ depending on what you are trying to do. Take a look at the Xero documentation to make specific calls to Xero. Making Requests and Parsing the Response Each Xero module has a different URL to call. My example shows you how to create and update each customer, and populate a Xero ID field from the response we get. I highly recommend fine tuning your requests and gaining a better understanding of Xero’s response by using their Xero Previewer application. In the example file provided, you can create and update a Xero contact using a POST request with customer details shown on the customer details screen. Customer data is wrapped in XML formatting using custom functions and then passed as the parameter in the Insert from URL script step. Once a successful request has been made, a response in XML will returned. You will then be able to use the function BE_XPath ( xml ; xpath {; namespaceList ; asText } ) to pull any information out of the response that you wish. <Response xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">   <Id>ffd5095f-a4d7-4428-b46b-4b06e21d48e2</Id>   <Status>OK</Status>   <ProviderName>DB Services</ProviderName>   <DateTimeUTC>2017-07-31T12:01:34.4110112Z</DateTimeUTC>   <Contacts>     <Contact>       <ContactID>4623e1cb-391a-44d3-9c3b-7e8af035745f</ContactID>       <ContactStatus>ACTIVE</ContactStatus>       <Name>DB Services</Name>       <FirstName>Gayoung</FirstName>       <LastName>Moon</LastName>       <EmailAddress>sales@dbservices.com</EmailAddress>       <Addresses>         <Address>           <AddressType>STREET</AddressType>           <AddressLine1>8604 Allisonville Road</AddressLine1>           <AddressLine2>Suite 231</AddressLine2>           <City>Indianapolis</City>           <Region>IN</Region>           <PostalCode>46250</PostalCode>           <Country>USA</Country>         </Address>         <Address>           <AddressType>POBOX</AddressType>         </Address>       </Addresses>       <Phones>         <Phone>           <PhoneType>DEFAULT</PhoneType>         </Phone>         <Phone>           <PhoneType>DDI</PhoneType>         </Phone>         <Phone>           <PhoneType>FAX</PhoneType>         </Phone>         <Phone>           <PhoneType>MOBILE</PhoneType>         </Phone>       </Phones>       <UpdatedDateUTC>2017-07-31T05:19:47.387</UpdatedDateUTC>       <IsSupplier>false</IsSupplier>       <IsCustomer>false</IsCustomer>     </Contact> </Contacts> </Response> For example, you can get the newly created Xero contact ID by using the following set of function: BE_XPath ( $postResponse ; "/Response/Contacts/Contact[1]/ContactID" ) Xero: Things to Keep In Mind It’s important to know limits of Xero API when building integration between FileMaker and Xero. The Xero API continues to improve itself and introduce new functionalities, but for now, here are couple of important items that you need to know: The Xero API is limited to 60 calls in a rolling 60 second window. It also has maximum of 5,000 calls in a 24 hour window. POST to Accounting or Payroll has a size limit of 3.5 MB and a file size limit of 10 MB. This is why Xero suggests developers post bundles of up to 50 elements in one call. All timestamps must be in standard time (aka ignore Daylight Savings). Xero is designed to work with small and medium-sized business the best. Large requests will make both reporting and communication between applications slower. Conclusion Xero is a powerful cloud application for small to medium-sized companies that can be easily integrated with your FileMaker application. Integrating your application with Xero will dramatically streamline your accounting workflow, eliminate double data entry, and reduce IT headaches by going to the cloud.   Download FileMaker Xero Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Business Intelligence Using Tableau

FileMaker Business Intelligence Using Tableau With FileMaker 16 you are now able to connect to a powerful business intelligence software called Tableau that helps people see and understand their data. Tableau is a leader in business intelligence software and has been named a leader 5 years in a row in Gartner’s Magic Quadrant. Tableau allows you to create advanced charts and reports of your data, and create interactive dashboards that let you see trends and turn data into actionable insights. With FileMaker’s new REST API connecting to Tableau is easier than ever. How To Connect Data Source To add a FileMaker data source you have to do a little setup first. Make sure you have the following in place: Your FileMaker file is hosted using FileMaker Server 16. You have a valid SSL certificate installed on your FileMaker server. FileMaker Server and solution file must have FileMaker Data API enabled. There’s a layout in your FileMaker file with all the fields you want Tableau to have access to. After you have that set up open up Tableau and under the connect section click the “Web Data Connector” button. This will ask for a URL, which will be https://<<HOST-NAME>>/fmi/rest/tableau/fm_connector.htm. This will take you to the following page. From here just type in your database name, layout name that you wish to pull data from, and the account name and password. You will have to do this process for each layout you wish to pull data from, and like the PHP API, you will only have access to fields that are on the layout. Worksheets, Dashboards, and Stories In Tableau, each worksheet is an individual chart, and a dashboard is a combination of various worksheets that are capable of interacting with each other. You use the same worksheet in multiple dashboards making unique combinations to dig into your data. Stories are similar to dashboards, except they have multiple pages and are similar to a slide show. Tableau has a great drag and drop interface that is really powerful and will automatically try to determine the best chart type to use. Adding Dashboards to FileMaker Once you’ve created and published a dashboard, you can easily display the results in a FileMaker solution through the use of a web viewer. After publishing your dashboard to the cloud or server you can copy and paste the embed code into a FileMaker web viewer, just make sure to prepend the text with “data: text/html,” before the rest of the embed code. Check out the demo file at the bottom of the article to view an example. Tableau Deployment and Pricing Deploying Tableau is a bit similar to FileMaker in that there is a desktop client edition for creating and editing charts and a server edition used for hosting the information. You can host directly through Tableau using Tableau Online or you can manage your own server. The pricing for each option is as follows: Tableau Online – $42 per user a month (Server managed by Tableau)
or Tableau Server – $35 per user a month (Requires setting up and managing server)
and Tableau Desktop Professional Edition – $70 per user a month (Most likely only need one copy) There is also a personal edition of Tableau Desktop, but it can’t connect directly to FileMaker, and cannot publish data to Tableau Online or Tableau Server. For testing purposes, there is also Tableau Public that you can get from public.tableau.com, which will let you try out Tableau. The only way to save your data using Tableau Public is to a public server which would let anyone see your data, so be careful of what you save while testing. Conclusion Tableau allows us to dissect our FileMaker data in a really easy and powerful way. There is a reason that business intelligence has become so popular in the last few years: it can help us comprehend massive amounts of data at a glance, allowing companies to identify, monitor, and quickly adapt to trends to help improve business decisions. Download FileMaker Business Intelligence With Tableau Please complete the form below to download your FREE FileMaker database file.
Name* First Last Company Phone* Email* Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker Crosstab Reports

FileMaker Crosstab Reports FileMaker is very adept at creating list reports, but often you want to see your data in a grid format. This is when crosstab reports, also referred to as pivot tables or matrix reports, come in handy. A crosstab report is a way to display data from 2 or more different sources in a grid format. Luckily there are still plenty of options for doing this in FileMaker. Some methods are better for data entry, some are better for viewing, and some are better for speed and flexibility. Why use a Crosstab Report? Crosstab reports format groups of data into an easy to read grid format. If this sounds like an excel spreadsheet, that’s because it is. There is a reason people love their spreadsheets, it makes comparing values in one group with values in another group really easy. Below you can see an example of 2 reports showing the exact same data, but the crosstab report makes comparing company yearly sales much easier. This is why crosstab reports are so powerful. Native FileMaker The example below is built all with native FileMaker and involved creating 3 globals, 3 relationships, and 3 calculations and is limited to only showing 3 companies at a time. That’s a lot of work just to show 3 columns, and not very realistic as chances are you’re going to have a lot more than 3 companies in your system. However, data entry and printing are going to be easier using this technique, and you have the advantage of not having to learn any other technologies. Web Viewer In this example, I’m going to build a crosstab report using HTML and CSS and display the results in a web viewer. While this version will not have any data entry involved, that is also possible using javascript to pass the data to FileMaker using either the new REST API or using FMP URLs. As you can see below we are showing 8 companies, as well as grouping the data by year and I didn’t have to make 8 of everything! All it took was 2 globals and 2 relationships, one for the year and one for the category. The best part is that I can add new categories, companies, or dates outside of 2015-2017 and it will all adjust automatically and reformat to fit the data. How it’s done In order to build a report like this, you have to be somewhat familiar with HTML and CSS, but it’s really not too hard to learn. If you’re new to HTML I’d suggest starting with a tool like rapidtables to quickly generate the HTML required to make the table, and all the CSS. Below is an example of the output from RapidTables as well as some HTML markup to display the data properly in a web viewer. Feel free to copy and paste the code below into a web viewer to see the table; just make sure to escape any double quotes with either a slash before it or change them to single quotes. data: text/html,  <html> <head> <title>Demo</title> </head> <body> <!--START OUTPUT FROM RAPID TABLES--> <style> .demo { border:1px solid #C0C0C0; border-collapse:collapse; padding:5px; } .demo th { border:1px solid #C0C0C0; padding:5px; background:#F0F0F0; } .demo td { border:1px solid #C0C0C0; padding:5px; } </style> <table class="demo"> <caption>Table 1</caption> <thead> <tr> <th>Header 1</th> <th>Header 2</th> <th>Header 3</th> </tr> </thead> <tbody> <tr> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> </tr> <tr> <td>&nbsp;</td> <td>&nbsp;</td> <td>&nbsp;</td> </tr> </tbody> </table> <!--END OUTPUT FROM RAPID TABLES--> </body> </html> Adding Your Data Now all you have to do is use your FileMaker skills to generate a string that resembles the data above, but replacing the headers and &nbsp; (Which stands for non-breaking space) with your data. You could do this by either using calculations or as I did in the demo file, a script to loop through the records generating all the text in a variable. Printing Printing a web viewer can be a bit of a challenge if you’ve never tried. One way to tackle this is to export the web viewer contents to the temp directory with a little extra Javascript, which when opened will open the print dialog on the user’s default browser. You can even add CSS specifically for printing which allows for more flexible printing. Report Speed Using native FileMaker methods to compile lots of data can not only be slow to build but can be slow to display, especially if running the report over the WAN. Using a webviewer to generate a crosstab report has the huge benefit of being able to process and crunch all the numbers on the server because all we are doing is working with text, you can very easily script the report to run on the server and return the data in the script results. This makes running  reports lighting fast. Conclusion Building crosstab reports can be a bit of a challenge and there are many ways to tackle the problem. Different situations might require different techniques, which is why knowing multiple ways to create crosstab reports is so useful. When it comes to speed and flexibility it’s hard to beat using a web viewer, and can be great at speeding up slow reports. Download FileMaker Crosstab Reports Please complete the form below to download your FREE FileMaker database file.
Name* First Last Company Phone* Email* Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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FileMaker 16 Overview

FileMaker 16 Overview A new and exciting version of the FileMaker platform is here! 2017 marks over 32 years in business for FileMaker. In a collection of articles, we review what’s new in the FileMaker platform, specifically the features for FileMaker Pro 16, FileMaker Server 16, FileMaker Go 16, FileMaker WebDirect 16, and FileMaker Cloud. Below you will find an overview of our favorite features with links to our more in-depth articles that include example videos. What’s New? FileMaker Server now includes the ability to Print PDF
 from Server (forever eliminating those PDF robots
 some of you may have) and a RESTful API. Some of the many exciting new features include Cards, new Windows interface, Enhanced cURL options, JSON functions and Layout Object Window. New mobile features include Location Monitoring, Animations and Transitions, Enhanced Signature Capture, and the ability to deploy plugs with iOS SDK with External Script Steps. This is the fourth major release of WebDirect and it includes the ability to print to PDF in the browser which was quite the feat for FileMaker engineers. You can now scale your WebDirect application up to 500 simultaneous users. FileMaker Cloud was released on Sept 27th, 2016 for Amazon Web Services (AWS) running CentOS Linux and new releases continue to occur over time. You must have annual licensing in order to use FileMaker Cloud. There have been some minor updates to FileMaker Licensing. You can now buy 3 year renewals with a larger discount and there is a new promo offering 25% off for new customers who are switching from Microsoft Access. FileMaker Licensing for Teams, which is based on the number of users, continues to be the default for licensing moving forward. FileMaker Pro 16 This is the FileMaker Pro release we have been all waiting for. FileMaker Pro 15 caught the engineers a bit off guard by switching to annual release cycles. Now all those goodies that didn’t make the last release have been cooking for 24 months and are ready for you to enjoy. The FileMaker 16 platform is a fine example of why you need to stay on the latest version as it continues to add new features that will make developers, end-users, and the folks in IT very happy. FileMaker is a well-rounded platform and this release provides many features for usability, mobility, security, development, integration, and scalability. You can build more advanced applications faster than ever before. FileMaker Cards There is now a new window style choice, Card, that allows you to display data from another layout. Cards open up a world of possibilities for developers and solutions. See FileMaker Card Windows in action as Emory Brown looks at this exciting new feature in depth. You definitely want to start using this in your solutions moving forward. Windows Operating System Interface You can now have multiple windows in Windows that are no longer bound to the application window. Mac users have experienced this for a very long time and now Windows users will enjoy the freedom of what is known as Single Document Interface. Check out the many new FileMaker User Interface Enhancements including the new FileMaker Windows Interface as Brandon Ray walks you through the numerous improvements. Security OAth 2.0 You now have the ability to setup a user login to authenticate with Amazon, Google, or Microsoft Azure AD.  Learn about FileMaker Security in the new version as Michael Westendorf shows you how to setup FileMaker OAth with FileMaker Server. Field Level Encryption Securing sensitive data means you should be encrypting across the wire, setting up Encryption at Rest, and also encrypting the data at the field level. FileMaker has added 6 new functions that allow you to pass a key to the function to Encrypt and Decrypt the data: CryptAuthCode, CryptDecrypt, CryptDecryptBase64, CryptDigest, CryptEncrypt, CryptEncryptBase6. Read more about FileMaker Field Level Encryption in our FileMaker Security article. Layout Object Windows Over the course of time FileMaker layouts can hold many layers of objects. You end up grouping and locking objects in order to make the layouts easier to work with. Now FileMaker provides you the ability to see the order of the objects and ability to show and hide objects on the layout along with searching a layout object tree. Learn more about FileMaker Layout Object Window as Gayoung Moon shows you how to use Layout Object Windows. Enhanced Data Viewer For anyone who writes or edits calculations, using FileMaker Pro Advanced will provide you the tools to be a better developer. FileMaker 15 brought the Script Workspace, FileMaker’s Integrated Development Environment (IDE). FileMaker 16 brings the same ease of use Edit Expression dialog to the Data Viewer only available in FileMaker Pro Advanced. Enhanced cURL Options A new option is now available in the Insert from URL script step, Specify cURL options, which allows you to set headers and includes over 80+ options. Learn more about all the FileMaker cURL options that are now available as Eric Church takes a deeper dive into cURL. Native JSON Functions New functions are now available to retrieve, parse, modify, and send text as JSON (JavaScript Object Notation) data with Web Services that use a REST API. Using the Insert from URL script step you can retrieve data and then parse JSON from the result or send JSON data. See the new FileMaker JSON functions available, as Jeremiah Hammond demonstrates using JSON in FileMaker. Copy / Paste Value Lists You can now easily move Value Lists from one application to another by copying and pasting. This is great for consolidating FileMaker files or moving from one application to another. Copy / Paste Tables This used to be available only in FileMaker Pro Advanced, but now you can copy and paste tables in FileMaker Pro as well. This is great for when you are consolidating separate applications into one or porting one system feature to another application. FileMaker Pro Technical Specs FileMaker Pro 16 and FileMaker Pro Advanced 16 are supported on Windows 10 Standard, Pro, and Enterprise, Windows 8.1 Standard and Pro, Windows 7 SP1 Professional and Ultimate, macOS Sierra 10.12, and OS X El Capitan 10.11. FileMaker Go 16 FileMaker Go is for iPad and iPhone users and has all the features provided in FileMaker Pro plus specific iOS features listed below. You can only access and modify data with FileMaker Go, you need FileMaker Pro or FileMaker Pro Advanced to build your application. The new version of FileMaker Go 16 is available in the App Store. Location Monitoring A new script step Configure Region Monitor is now available that allows you to monitor for the geolocation or for known iBeacon(s) in an area and then perform an action based on the iBeacon found. This will allow you to know if the user is entering or leaving the predetermined region. Learn about FileMaker Location Monitoring as Ian Haas demonstrates how to use these new Configure Region Monitor script steps. Animations and Transitions You can now add animations and transitions to Go to Layout and Go to Related Record script steps. Enhanced Signature Capture From the Insert from Device script you can now do Full Screen, Overlay, or Embedded type of Signatures. Custom Paper Sizes Create your own custom paper size dimensions from the Print dialog under Paper Size. FileMaker Go 16 Technical Specs Requires iOS devices running iOS 10 or later on the iPad Pro, iPad, iPad mini, iPhone and iPod touch. FileMaker Server 16 Server has always been known for its ease of use and ability to run without any problems. The newest version focuses on performance improvements, security updates, and many enhancements related to WebDirect, specifically PDF on Server support, and additional security such as OAuth 2.0 accounts. FileMaker Rest API The future of FileMaker Web Publishing has arrived. While FileMaker continues to support the FileMaker PHP API for Custom Web Publishing they have stated their focus moving forward is the new Rest API now released. The FileMaker Data API is available as a free trial until Sept 27th, 2018. Learn more about the FileMaker Rest API as Mason Stenquist looks at how to use the new API. PDF from FileMaker Server You can now print a PDF from FileMaker Server running a server schedule or via FileMaker WebDirect. It was always assumed that you could do this but in reality in order to print a PDF from FileMaker Server required many different techniques such as How to Create a FileMaker PDF from FileMaker Server. Now it is as simple as originally expected, but note you must have the fonts installed on the FileMaker Server. See the simplicity of Printing FileMaker PDFs from Server as Brendan McBride shows you printing a PDF from FileMaker Server. Tableau Web Data Connector You can now connect Tableau to your FileMaker Server to visualize your data.  Tableau is a leader in produces interactive data visualization products focused on Business Intelligence.  Before you had to export and import the data, now you can connect directly to your FileMaker Server to see data in realtime visually. FileMaker WebDirect WebDirect is the flagship FileMaker web app client for a browser and doesn’t involve any web programming. This version adds the ability to scale up to 500 users at once. You can now have one Master Server and up to five Worker Servers (each gives you up to 100 users) to achieve up to 500 users for WebDirect. Users who are using WebDirect should get lots of RAM for FileMaker Server machines to have optimal performance. For Androids, FileMaker WebDirect, Custom Web Publishing, or the new Restful API are the only ways to deploy a FileMaker-based application. FileMaker Cloud FileMaker offers a new way to deploy your custom application with FileMaker Cloud as of September 2016! This new product is available ONLY through Amazon Web Services (AWS) and gives you FileMaker Server in minutes. FileMaker Cloud is fast, lowers long term maintenance, and is secure. The new features for FileMaker Server 16 are not available as of yet for FileMaker Cloud such as Print to FileMaker Server PDF, Rest API, OAuth, and up to 500 WebDirect connections. Check out this detailed overview of FileMaker Cloud for AWS from David Happersberger our FileMaker Licensing Specialist. FileMaker Server 16 Technical Specs Compatible with Windows Server 2016 Standard Edition, Windows Server 2012 R2 Standard with Update Microsoft KB2919355 and Windows Server 2008 R2 SP1 Standard or Enterprise (deprecated), macOS Sierra 10.12, and OS X El Capitan 10.11. WebDirect browser support includes Safari 10.x, IE 11.x, Microsoft Edge 38+, Chrome 55+. Mobile browsers Safari 10.x and Chrome 55 on Android 6.x. Note that Firefox is not on the list of supported browsers. Summary The FileMaker platform continues to be the leader in creating powerful custom applications for organizations all around the world and works seamlessly across Windows, Mac, iPad, iPhone, and the web. The new release of FileMaker 16 further emphasizes this. FileMaker Go continues to give the platform a competitive edge. Allowing organizations to create custom applications for iOS devices while providing an incredible ROI. Creating prototype applications on the iPad and iPhone is a matter of hours not months. FileMaker 16 is one of the largest releases and is full of features you can benefit from. We look forward to building amazing custom applications using the new tools for Mobile, Web and the Desktop.
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FileMaker PDF from Server

FileMaker PDF from Server FileMaker Server 16 now has the ability to create PDFs on the server! Gone are the days of creating overly complicated PHP setups and unreliable FileMaker Pro robot machines. FileMaker 16 is jam packed with loads of new features, one of the most exciting is it’s new PDF capabilities. Here are a few of the great new features FileMaker Server 16 adds for PDFs: New Features Server Schedules & Perform Script on Server (PSOS): Save Records as PDF is fully supported with server side schedules and perform script on server. WebDirect: Both Print and Save Records as PDF script steps are supported. Print first open a View as PDF dialog, then it will open a new window or tab. Save Records as PDF will download the PDF directly to the users download folder.
Important Notes There are a few features that are not yet supported on FileMaker Server when it comes to print forms and a few settings that need to be handled. Here are some points that you will want to keep in mind: Fonts: You will need to ensure that any fonts that your print forms use are also installed on the FileMaker Server machine. WebDirect Popups: The Print script step for WebDirect is a popup, so you will want to ensure that your users enable popups for your database. WebDirect Menu: View as PDF is the only PDF option accessible from the WebDirect drop down menu. Server Schedules & PSOS: The print script step is not supported with server side schedules and perform script on server. Custom Web Publishing: FileMaker Server CWP will NOT be able to create PDFs, even when running a script using the PHP API.   Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.  
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Location Monitoring in FileMaker Go

Location Monitoring in FileMaker Go Have you ever wanted your FileMaker Go app to send messages when a tech arrives onsite for a service request, or to notify management when that very same tech leaves? How about to guide potential customers at a show to the booths they would be interested in? With FileMaker 16, you can have your FileMaker Go app automatically perform actions based on the user’s location. This is made possible by two new features: a new script step named “Configure Region Monitor Script” and a new function named “Get ( RegionMonitorEvents )” Below is how you can set up and use these new features in your solutions. 1. Configure Regions to Monitor The first step is to set up the regions that we want to monitor and track the resulting actions when a user enters or exits the specified regions. The Configure Region Monitor Script script step allows FileMaker to monitor up to 20 regions at a time. Let’s look at options you need to specify when using this script step. 1. 1 General Options Monitor: allows you to specify which method (iBeacon or geofence) you want to use for monitoring a user’s location. A third option, “Clear,” is used to stop monitoring a certain region. Name: sets the name of the region that you are monitoring. Keep in mind each region you are monitoring must have a unique name. If you run this script step with a name that’s already being monitored, the previous setting will be overwritten. If the Monitor option is “Clear” then your iOS device will stop monitoring the region with the name specified. Script: sets the script you want to run when your iOS device enters or exits the monitored region. 1.2 Geofence specific options The geofence option utilizes GPS to locate iOS devices. It can monitor locations in a much larger area but tends to be less accurate, making it a great choice for outdoor use. Latitude: specifies the latitude of the center for the region. Longitude: specifies the longitude of the center for the region. Radius: specifies the radius (in km) of the region. Visually, think about a geofence region as something like this: The latitude and longitude will mark the center of the circle, whereas the radius will set the size of the circle. 1.3 iBeacon specific options The iBeacon option uses a bluetooth low energy (BLE) signal to communicate with beacons (iBeacon devices) around you, monitoring your location. They have high accuracy but relatively small coverage compared to Geofence, making it very useful for indoor use. UUID: specifies the unique identifier of the beacon(s) you want to monitor. If you want to monitor a fleet of beacons in your store, then all the beacons should use the same UUID. Major (optional): specifies the major value of the beacon(s) you want to monitor. Helps you narrow down the number of beacons you want to keep track of. Minor (optional): specifies the minor value of the specific beacon you want to monitor. 1.4 Tips and Notes It’s important to note that values specified in the script parameter will be evaluated when the specified script runs, not when the region is configured. If you want to pass data from fields as parameters, keep in mind it will be the values on the current record when the script runs, not those when the region was first configured. Also, similar to the OnTimer trigger, regions configured are tied to the window in display when the specified script runs. So if this window is closed, all configured monitors will be cleared out. 2. React To Region Monitor Events Now that we have our monitored regions configured, the attached scripts will run whenever the user enters or exits the area. But how do we know if the user is entering or leaving a region, and what if we want different actions for each? The Get ( RegionMonitorEvents ) function will help with that. In the script that you set the Configure Region Monitor Script step, you can use Get ( RegionMonitorEvents ) function to return the action that caused this script to run. This will list all the events associated with that region in chronological order in the following format: <region name> <timestamp>;<1 or 0> <timestamp>;<1 or 0> <timestamp>;<1 or 0> 1 means the iOS devices entered the monitored region, and 0 means it has left it. For example, if I entered a region named “Job site 1” at 9:00 am on March 31st 2017, this function will return: Job site 1 3/31/2017 9:00:00 AM;1 If I left the site at 5:00 pm the same day, the function will return: Job site 1 3/31/2017 9:00:00 AM;1 3/31/2017 5:00:00 PM;0 Using this, we can tell whether the user is entering or exiting the named region and have the script perform differently as needed. 3. Possible iBeacon and Geofence Use Cases Since iBeacon and geofence offer different coverage and accuracy, let’s look at which option is more suitable for certain use cases. 3.1 Retail Stores & Trade Shows – iBeacon When customers walk into a store, the store can greet them on their iOS device. Contextualized promotion and product information can be sent to customers when they enter a certain area of a store. Indoor navigation information can be pushed to customers based on their location. You can even merge the online and offline shopping experience. Customers can purchase products online and your app can help guide them to pick it up in the store. 3.2 Employee Location Tracking – Geofence & iBeacon You can use this feature to build a fully automated location based timecard system. Wonder whether your employee is working hard onsite or off doing something else? This can help you determine their location. 3.3 Tour & Educational Apps – Geofence & iBeacon Depending on the size of the site you can use geofence, iBeacon, or both to push information to tourists when they arrive at a certain location. Have your app tell guests a beautiful story about a lake in the park, play a song about a heroic historical event where they stand, or play a video to give art lovers a deeper understanding of a masterpiece hanging on the museum wall. You can also work with local vendors to add promotional material in your app. You can even make games by combining the two ideas together. Imagine traveling the freedom trail and receiving a 25% discount on a lobster roll after visiting all the sites. 3.4 Location-Based Reminder – Geofence & iBeacon Driving toward a client for a big proposal meeting? You can have your app push the client’s information (including pictures and videos), your contact history and all the documents they sent you before you arrive at the client-site to help you seal the deal. You can automatically play safety instruction videos when someone is about to operate something dangerous. This could be in a warehouse, a lab or wherever safety comes first. Ever get home from the grocery store only to suddenly remember something you forgot?  You can build an app that will send your shopping list when walking by a grocery store. Conclusion FileMaker 16 has introduced new location monitoring features that truly give FileMaker Go the edge by enhancing your app’s ability to take on any location-specific needs. Whether you’re indoors, outdoors, coming, or going, FileMaker can monitor it all. Download Location Monitoring in FileMaker Go Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime.
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