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  1. DB Services

    COVID-19 Update

    COVID-19 Update DB Services would like to extend well wishes to all during this COVID-19 pandemic. We know this is a stressful and concerning time for many, and we are sending positive thoughts to all of our customers and connections around the country–and the globe. DB Services is currently taking all CDC and State of Indiana recommended precautions to protect our employees. At this time, all DB Services employees are working remotely from home in order to do our part to stop the spread of coronavirus. However, this does not change our dedication to helping our customers succeed with their custom software. All DB Services developers and employees have access to their phone and computer systems and video for meetings in order to assist our customers during this time, and our work hours have not changed. With this in mind, please do not hesitate to reach out if you are in need of any services regarding FileMaker or Salesforce. We are looking forward to new, exciting projects related to COVID-19 and to provide services as needed to our current clients. Whether you are using this “downtime” to begin new internal projects or if you’re just looking for some help to set up a work-from-home station, we are here to help. DB Services is here for you during this increasingly difficult and confusing time. Please give us a call at 888-488-0191 or fill out our contact form if we can assist you in any way! Afficher la totalité du billet
  2. Claris Connect Overview Claris Connect, the latest product from Claris International, Inc., is a “no-code” platform that allows organizations to quickly connect multiple cloud services together like QuickBooks Online, Box, Gmail, etc. to build high-value business processes. It is the result of Claris’ acquisition of Stamplay, an Italian startup that notably won a contest to make the best use of Visa’s new APIs. Perhaps the best way to describe Claris Connect comes from Stamplay’s cofounder Giuliano Iacobelli, who says it is “LEGO for APIs”. In this article, we’ll go over some of the “LEGO pieces” that will allow you to build advanced workflows bringing all your apps and data together. In the following video, we create an advanced Flow that is integrated with FileMaker, FormStack, and Google Calendar all in under 15 minutes. Services Claris has been busy adding services to Claris Connect, and you should expect the number of services available to continue to grow. Connecting to all these services is usually as easy as logging in and authorizing access to the app. Claris Connect handles the rest. Below is a list of what will be available on day one: Active Campaign Docusign Google Sheets QuickBooks Asana Dropbox Google Translate Salesforce Autopilot Eventbrite HelloSign Sendgrid AWS Lambda FileMaker Cloud Mailchimp Shopify AWS S3 FileMaker Server Mailgun Slack AWS SES Formstack Mailparser Stripe AWS SNS Freshdesk MS SQL Server Trello AWS SQS Full Contact MySQL Server Twilio Box Google Calendar Office 365 Twitter Calendly Google Drive Particle Typeform Clearbit Google Mail Pipedrive Wufoo Docparser Google Maps PubNub Zendesk Get in the Flow Claris Connect works by building Flows. Flows are a way to create a common business process that might involve multiple different actions from separate services. Out of the box Claris Connect includes some prebuilt Flows to help get you started, or you can build your own. Some of the prebuilt Flows include adding attendees to a Mailchimp mailing list when they sign up for an event through EventBrite, or creating a new Zendesk ticket from a Typeform submission. Flows have access to the data of all previous actions making it easy to pass data from one step to the next. FileMaker We are extremely excited by how easy it is to integrate Claris Connect with FileMaker. You can trigger a Flow via a FileMaker script step, by using insert from URL. Claris Connect also has a host of actions it can perform on a FileMaker file such as creating a record, editing a record, getting a record by id, deleting a record, performing a search, and executing a FileMaker script. Behind the scenes, Claris Connect is using the FileMaker Data API to do all this, so you need to make sure that you’ve enabled the fmrest extended privilege set in your FileMaker file. Utilities Often times when you are building out your flows, you’ll need to format the data differently between services. For instance, FileMaker likes its dates to be formatted as MM/DD/YYYY, while most web-based services want dates formatted YYYY-MM-DD. Utilities allow you to format and manipulate data and other special use cases to help you accomplish your goals. Below is a brief overview of some of the utilities available to you. Calculations Utility The Calculation Utility allows you to do simple math on any previous data. You can add, subtract, multiply, average, return a random number, or build out complex expressions that perform multiple calculations. Dates Utility The Dates Utility lets you add time to a date, subtract time, get the number of days between two dates, grab the current date, or format a date. Documents Utility The Documents Utility is more powerful than one might originally think. It allows you to extract text from a .pdf, .doc, .docx, .png, .jpg. It also allows you to translate data between the following formats; JSON to XML, JSON to CSV, XML to JSON and CSV to JSON. Text Utility The Text Utility is especially powerful. It allows you to format your data any way you want, and can help you extract info like URLs or email addresses, though you might need to learn a bit of Regular Expression to access the full power of this utility. Pricing Essentials Standard Pricing $99 per month* $249 per month* Active Flows 3 6 API Calls 10k/month 50k/month Apps 3 Unlimited FileMaker Apps Unlimited Unlimited Collaboration Yes Yes Update Time Real-time Real-time SSO Yes Yes Conclusion Although Claris Connect and FileMaker are different product, it is easy to see why Claris acquired Stamplay: both share the goal of helping problem solvers transform workplaces by making them more efficient and effective. Claris Connect allows one to quickly and easily create business process workflows across multiple apps and services, without extensive time or coding knowledge. Our consultants are ready to help you make the most of Claris Connect. Contact us today for assistance with Claris Connect! Did you know we are an authorized reseller for Claris Connect Licensing? Contact us to get a competitive quote on a Claris Connect License. Afficher la totalité du billet
  3. FileMaker Shopify Integration Shopify is used by more than a million businesses in over 175 countries, including Nestle and Staples, making it one of the leading e-commerce companies in the world. By integrating FileMaker and Shopify, you have the ability to easily create, update, and delete nearly all aspects of your online business straight from your FileMaker system. Running Shopify from your existing FileMaker solution can save you time and money by eliminating the pain of double data entry and can keep the two constantly up-to-date. Connecting to Shopify Shopify uses basic authentication, making it incredibly simple to make API calls. The only information you need is the API Key, the API password for your private app, your store’s name (with hyphens instead of spaces), and the specific endpoint for the call that you are trying to make. To retrieve your API Key and password, you simply create a new private app on your Shopify dashboard. The key and password will be automatically generated. Once you have the key and password, using Shopify’s Rest API couldn’t be easier to use. As an example, the call to pull orders would look like this: {API Key}:{API Password}@{Store-Name}.myshopify.com/admin/api/2020-01/orders.json Capabilities The included demo file specifically covers pulling orders from Shopify, but that is just the tip of the iceberg. Shopify’s API has endpoints for pretty much any type of call you would ever want to make. From creating or updating customers, to creating products, to pulling order information from a given date range, integrating with Shopify can handle just about any action you’d want to take straight from FileMaker. The API documentation will tell you everything you need to know for each call you are trying to make. It even shows you any query parameters that can be added to your call to receive more specific information. For instance, you can append the created_at_min query parameter to show all orders created at or after a specific time. Shopify measures time by UTC, so be sure to include your UTC offset at the end of the call so that the time that you’re attempting to query is relevant to you. Ours is -5:00. {API Key}:{API Password}@{Store-Name}.myshopify.com/admin/api/2020-01/orders.json?created_at_min=2020-02-05T15:00:-5:00 Shopify’s API will also give great examples of the response information that you will receive from a successful call. With the JSON that you receive from your request to Shopify, you can store the data into a field or variable and then use FileMaker’s JSONGetElement function to pull JSON values using the JSON keys. Conclusion Integrating FileMaker with Shopify is not only incredibly simple, but incredibly powerful. With basic calls you will be creating products, updating orders, and keeping track of billing, all from your FileMaker system in no time. Contact us if you would like help integrating your FileMaker application with Shopify! Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download the FileMaker Shopify Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Constant1 Afficher la totalité du billet
  4. FileMaker Cloud Schedule Manager Claris International, Inc. has recently released two new products: FileMaker Cloud and FileMaker Cloud Essentials. Both platforms wrap FileMaker Licensing and Cloud hosting into one simple, annual price. However these products introduce an important update: FileMaker ID (FMID). FileMaker ID is an integrated sign-on system that will allow access to all your files hosted on FileMaker Cloud, and requires all users and developers to create their own unique IDs. In order to use the FileMaker Admin API–and therefore the FileMaker Cloud Schedule Manager-with FileMaker Cloud or FileMaker Cloud Essentials, you must have a FileMaker ID. This update is excluded from FileMaker Cloud for AWS, as Claris will discontinue support for this product in 2021. We have updated our Cloud Schedule Manager to now be compatible with FileMaker Cloud, FileMaker Cloud Essentials, AND FileMaker Cloud for AWS. Let’s take a look at the updated FileMaker Cloud Schedule Manager! Requirements An instance of FileMaker Cloud Standard, FileMaker Cloud Essentials, or FileMaker Cloud for AWS. FileMaker ID. This is not needed if your custom apps are hosted on FileMaker Cloud for AWS, as this product does not have the FileMaker ID update. Amazon’s Javascript SDK, FileMaker IDs are provided by Amazon’s AWS Cognito and FileMaker recommends using Amazon’s SDK. To make this easier we’ve created an AWS Lambda function, Lambda being a way to run code without needing a backend, so you don’t have to worry about having a dedicated Node server just to authenticate with. Download the sample file to get the AWS Lambda deployment package so you can set up your own Lambda. If you feel overwhelmed by the technical terms and steps to set up the FileMaker Cloud Schedule Manager, contact us for assistance. Using the API The FileMaker Cloud Admin API uses a standard FileMaker 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 18 Admin API Guide. Authenticating The latest update to the Schedule Manager is the ability to authenticate with FileMaker Cloud using your FileMaker ID. We have added a new section within Server Setup for server type. Selecting the option of FileMaker Cloud will require further setup to allow authentication. The required fields for FileMaker Cloud authentication are: AWS Lambda Base URL FileMaker ID Username FileMaker ID Password After adding this information you will be able to test the setup to confirm that the id tokens are being generated properly. 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 Admin API. This can be a frustrating process as there are many different flags and types that must be set by number and all the validation required to create them correctly. All of this is handled for you in the FileMaker Cloud Schedule Manager. 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 Schedule Manager allows you to easily manage multiple Cloud server schedules from one user-friendly 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 excited about the direction of FileMaker Cloud and believe that this is the future of hosting FileMaker applications. Have questions about the new FileMaker Cloud or Cloud Essentials, or need help setting up the FileMaker Cloud Schedule Manager? Give us a call at 888-488-0191 or fill out a contact form here for more information. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Cloud Schedule Manager Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Constant1 Afficher la totalité du billet
  5. Introducing: FileMaker Cloud Essentials On January 22nd, 2020, Claris International, Inc. announced the release of FileMaker Cloud Essentials. This product is the latest innovation by Claris, and is another step forward towards the vision of becoming a “Cloud-First” Workplace Innovation Platform. The bundling of FileMaker licensing and hosting together for an annual price allows for organizations to quickly and easily create a custom application without the hassle of server setup and maintenance. Is FileMaker Cloud Essentials right for me? Your organization may be a perfect fit for FileMaker Cloud Essentials based on the following criteria: Your organization will have 5-10 FileMaker users. Your organization will have no more than 3 FileMaker applications to be hosted. Your organization is new to FileMaker and/or a custom Workplace Innovation Platform. Your organization does not have the time or resources to manage a server. Your organization will not need more server space than a t2.medium AWS Cloud server can provide. The Basics The FileMaker Cloud Essentials product is the perfect opportunity for small-to-medium sized businesses to create their own Workplace Innovation Platform to be hosted on the Cloud. FileMaker Cloud Essentials allows for 5-10 users and up to 3 single-file database applications with an annual license. Additionally, 2 GB of storage is allowed per user, 24 GB of Data API transfer per user per year, and the solutions are hosted on an Amazon Web Services (AWS) t2.medium Cloud instance. Included with your annual Cloud Essential license is access to all three FileMaker platforms: FileMaker Pro Advanced, FileMaker WebDirect, and the mobile platform FileMaker Go. Your system will also be secure due to end-to-end encryption, and you can rest easy knowing that your Cloud server is monitored around-the-clock by Claris. 24/7 dedicated support is also included free for the first year with your Cloud Essentials license. Pricing DB Services is a Certified Reseller of the FileMaker Cloud Essentials product. FileMaker Cloud Essentials is priced competitively to allow smaller organizations to join the digital transformation to Cloud-based software. FileMaker Cloud Essentials starts at $223 per seat annually through DB Services, with a minimum of 5 seats required and maximum of 10 seats. Because this product includes hosting through the Cloud, your licensing and hosting costs are bundled together for one simple, annual price. This will also position you to be able to use Claris Connect when released later in Q1 2020. Multi-year discounts are also available for the FileMaker Cloud Essentials product. What if I need more? If you are in need of more users, Cloud server space, or have more than 3 applications you would like to host, FileMaker Cloud Standard may be a good fit. The FileMaker Cloud Standard product allows for 5+ users, 125 applications, larger AWS Cloud server instances, and more storage per user. Claris and DB Services are currently offering discounts through September 25th, 2020 for existing FileMaker users to migrate to FileMaker Cloud Standard. FileMaker Cloud Essentials FileMaker Cloud Standard 5-10 users 5-100+ users t2.medium t2.medium – m4.xlarge Host 3 apps Host 125 apps 2GB x User Count (annual) 6GB x User Count (annual) 24GB x User Count (annual) 24GB x User Count (annual) On-premises server FileMaker licensing is also available. Claris and DB Services are also providing discounts for existing FileMaker users to migrate to annual, on-prem licensing. Learn More DB Services has two in-house Licensing Specialists available to help you find the best licensing for your organization. Our Specialists work directly with Claris to get the best pricing possible on FileMaker licensing of all kinds, and will be happy to evaluate your use cases for FileMaker and provide suggestions on licenses for your organization. Give us a call at 888-488-0191 or fill out our Contact Form here to talk with one of our Specialists and get a FileMaker Licensing quote today! Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  6. FileMaker Squarespace Integration Squarespace is one of the largest all-in-one website building and hosting providers with $300 million in total revenue in 2017, and is currently hosting over 350 thousand websites. This makes Squarespace a useful tool to expand your business by starting a professional looking website. And when you add FileMaker to the mix, you can streamline the process of dynamically showing data from your FileMaker app on your Squarespace website. Custom Code with Squarespace As an end user, you do not have access to the server to host your own web files. Everything that Squarespace hosts is managed by Squarespace. Because of that, it can be a bit challenging adding dynamic content to your site. However, there are a couple different ways you can display data from your FileMaker database on your Squarespace website. Code Block Element Requires separate hosted web page on another server. Access to the data via the FileMaker Data API. Slower performance. Poor SEO. Squarespace Developer Mode Turning on Developer Mode gives you access to your Squarespace template files directly. Allows you to put your own content on your site via SFTP. SEO friendly. Custom pages are not editable from Squarespace drag and drop templating tool. Template will no longer receive updates from Squarespace. Turning off developer mode removes custom content from site. Enabling Developer Mode The first thing you will need to do is enable developer mode. With an admin account in Squarespace, go to the configuration page of your website and go to Settings->Advanced->Developer Mode. From there you will need to toggle on Developer Mode. Once Developer Mode is turned on, you will also want to take note of the username, hostname and port under the Connectivity Details section as we will need that information later. Please note that Developer Mode is only available with a Business or Commerce Squarespace plan. Squarespace Template Static Page In order to display content generated from FileMaker, we will be using the Static Page feature for a template. Each static page created also needs an accompanying configuration file that provides basic information for Squarespace for the page (more on this to follow). Once a Static and Conf Page are created, it will show up as a page on the Pages menu inside the Squarespace editor. Static pages will also pull in your header and footer, so all CSS will also come through. Keep in mind that a static page is exactly what it sounds like, a page that Squarespace can not change and can not be updated from the normal Squarespace updater. Pushing Updates from FileMaker To push updates to Squarespace, you will need to SFTP files to Squarespace. Before you begin, as of FileMaker 18, you can’t natively make SFTP requests, so a plugin is needed. We suggest using the BaseElements Plugin as it is a free and powerful plugin. To upload the Page and Conf files, you will need to first create a .page and .conf file using FileMaker’s Data script steps, then pull the file reference into FileMaker to be sent. Request: Create Data File [ "$filePath" ; Create folders: On ] Open Data File [ "$filePath" ; Target: $dataFile ] Write to Data File [ File ID: $dataFile ; Data source: $htmlOrConfigurationText ; Write as: UTF-8 ] Close Data File [ File ID: $dataFile ] Set Variable [ $file ; Value: BE_FileImport ( filePathFMToBE ( $pageFilePath ) ) ] Set Variable [ $url ; Value: "sftp://dev.squarespace.com:2030/dbservices/pages/db-static.page" ] Set Variable [ $result ; Value: BE_FTP_Upload ( $url ; $file ; $user ; $pass ] We strongly suggest taking a look at our accompanying demo file as it contains a quick way to get started and a few useful custom functions. Conclusion Integrating your FileMaker app with your Squarespace website will ensure your website has up-to-date information and by using the Static Page method, your SEO will stay strong. Feel free to contact us if you need further assistance or to discuss getting your Squarespace website integrated with FileMaker. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Squarespace Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Constant1 Afficher la totalité du billet
  7. Filemaker Twilio Integration Twilio is used by many major corporations such as Lyft, Twitter, and AirBnB to send texts to communicate information to their customers. Integrating Twilio with FileMaker can give you the ability to easily send appointment reminders, sales discounts, and much more straight to your clients’ phones with just a few lines of code. Account Set-Up To integrate with Twilio, you’ll need to first sign up for an account. Twilio offers a free trial which gives you a $15 budget to play with. You are only charged 1.5 cents per text sent and can upgrade to a full account when your original $15 credit runs out. Once your account is set up, you will need to buy a phone number to send the texts from. You can do that by navigating to the Phone Numbers section and selecting “Buy A Number”. Once you’ve found a number you like, you can typically purchase it for one or two dollars per month. The information you’ll need to successfully authenticate your account appears on the Twilio Console Dashboard. You’ll just need to know your Account ID and the Auth Token. Authentication Twilio uses HTTP Basic authentication to authenticate your account. All you need to do to ensure your account is usable is insert the Account ID and Auth Token in place of the {accountID} and {authToken} in the following url. In FileMaker, use an “Insert from URL” script step to make the call and save the result in a variable . https://{accountID}:{authToken}@api.twilio.com/2010-04-01/Accounts/{accountID} The call will return some XML that includes the attribute tag <Status> which will either display “404” if the account is not found, “401” if the account is found but the Auth Token is incorrect, or “active” if the account is able to be authenticated. Sending a Text To send a text in FileMaker, you need to use an “Insert from URL” script step to make the following call https://{accountID}:{authToken}@api.twilio.com/2010-04-01/Accounts/{accountID}/Messages.json as well as the appropriate cURL options. To set up the cURL options, you need the number you’re sending your text from, the number you’re sending the text to, and the body of the text. With these three components, you should store the cURL information in a variable by replacing each part of the following cURL options with your relevant information. Use this variable as the “cURL Options” of your “Insert from URL” step. curl -X POST {url} --data-urlencode "Body={body}" --data-urlencode "From={fromNumber}" --data-urlencode \"To={toNumber}" When the “Insert from URL” step is called, the text will immediately be sent to the recipient. Conclusion With Twilio, you can easily send texts to customers stored in your FileMaker database. With these texts, you can keep your customers informed, up-to-date, and in constant communication with your organization. Contact us if you would like help integrating Twilio and FileMaker. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download the FileMaker Twilio Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Constant1 Afficher la totalité du billet
  8. FileMaker RingCentral Integration Cloud-based communication and collaboration is taking ahold of businesses everywhere, from messaging apps such as Discord and Slack to VoIP services like Vonage and Intermedia Unite. RingCentral, voted PC Mag’s Best Business VoIP Provider of 2019, has put itself in the forefront of cloud VOIP providers because of its intuitive interface and ability to integrate with other services. And with a simple webhook, you can add screen pop notifications to your FileMaker application when users receive calls from RingCentral. Let’s take at look at how to achieve this. What Is Needed RingCentral Developer account. RingCentral Production ready app (With Read Accounts, Call Control, and Webhook Subscriptions permissions active). A webhook file. Your FileMaker solution hosted on a FileMaker Server. How To Setup RingCentral Developer account – If you already have a RingCentral account, you can log into the developer portal. If not, you can sign up for free developer account. RingCentral Production ready app – From the developer portal create a new app. You can create as many apps as you’d like, and as long as the app is not in production, you can edit them as much as you like from the app’s settings. When creating an app you will also need to specify several items, these being; app name, app description, application type, platform type, and permissions. And to use screen pop notifications add the following permissions: Read Accounts, Call Control, and Webhook Subscriptions. Now that your app has been created, you will need to get it approved for production, which you can track on the app’s dashboard. Each app will have graduation requirements before you are able to apply for production. These requirements are: 5+ API calls per each used endpoint <5% of 400 errors Exercise all requested permissions To meet these requirements you can use your sandbox credentials in your FileMaker solutions to make the API calls or you can use RingCentral’s API Reference. Webhook file – This web script, such as a PHP or node script, is what connects RingCentral to FileMaker. When a user gets a call in RingCentral, RingCentral’s API will pass that call’s information to the webhook file, and the webhook file will in turn pass the information to your FileMaker solution using the Data API. The webhook file must be hosted on a web server and must be accessible over the web to RingCentral’s API. FileMaker Solution – In our FileMaker solution we will create a subscription to track telephony sessions using “/restapi/v1.0/account/~/telephony/sessions” as our event filter. To create this subscription we will need the RingCentral login of an admin user, the client secret, and client ID. For client ID and secret, there will be different values for sandbox and production. For testing, sandbox or production must be specified. When we create a subscription we have to specify a delivery mode address; this address is the URL to our webhook file. Users will need to use their RingCentral credentials to get their extension IDs; this is what we will use to know which notification should go to which user. And finally you will need to set up a notification table and a listener table in the FileMaker file. The FileMaker file will create a notification record every time the webhook receives information, and the listener table will link the notification to the user so it will show the correct notification. How It All Works When a user logs into the FileMaker solution, the startup script finds the user in the user table and creates a listener record for them. FileMaker then opens a hidden window on the listener layout which has an onRecordLoad script trigger on it. When a user receives a call from RingCentral, RingCentral passes the call to the webhook file. The webhook file runs a script in the FileMaker solution to find the user via their extension and grabs their user ID. It will then find notification with the same information and if one does not exist it will create one. After the notification record is created the script will find the user’s listener record and delete it, causing our onRecordLoad script to trigger. The OnRecordLoad then performs the screen pop by opening a new window and showing the call’s information in front of the user. Conclusion With a simple webhook, you can integrate your FileMaker solution with RingCentral, providing screen pops, dialing out functionality, and much more. Contact us today if you would like help integrating your FileMaker solution with RingCentral! Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker RingCentral Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Constant1 Afficher la totalité du billet
  9. DB Services

    FileMaker Cloud

    FileMaker Cloud Claris has released FileMaker Cloud! Ever since the rebranding from FileMaker to Claris, the company has emphasized a cloud-first approach, and this new product is an important step toward that end. FileMaker Cloud is currently best designed for customers who are new to the FileMaker platform. Existing customers interested in FileMaker Cloud can take steps today to prepare for transitioning to Cloud in the future: optimizing for the WAN, removing the need for server-side plugins, and using the Data API for web integrations. We’re excited about FileMaker Cloud because it allows innovators and business owners to focus on what they are passionate about instead of maintaining server hardware, managing software updates, and constantly worrying if their backups are running properly. Let’s take a look at the benefits, pricing, requirements, and setup of FileMaker Cloud. Benefits of FileMaker Cloud vs On Prem Fast and Simple Setup The best part of FileMaker Cloud is the simplicity of speed of setup. Anyone can easily have their server up within minutes. Traditionally, server setup would necessitate purchasing a server computer online or in a store, then setting up the software, hardware, and network, which could take days! FileMaker Cloud keeps everything quick and simple. Security and Peace of Mind With the data breaches that pervade the news these days, it’s easy to worry about security. With FileMaker Cloud, security is made easy. Claris utilizes AWS for its backbone since they have one of the best and most robust server infrastructures. Thus, you don’t have to worry about someone breaking into your office and literally taking all of your data. FileMaker Cloud also comes with an SSL certificate. Normally, this feature would need to be done manually on your own dedicated FileMaker Server machine. Additionally, FileMaker Cloud comes with automatic backups that happen every 20 minutes and is stored for 30 days. Of course with your own dedicated machine you can customize this, but FileMaker Cloud comes preset with this and is a part of the easy setup. Improvements over FileMaker Cloud for AWS If you’re familiar with Claris’ previous cloud offering, most of the above applies to both products. The following benefits pertain solely to FileMaker Cloud: Quicker Setup – Setting up FileMaker Cloud is easier and quicker than FileMaker for AWS. Automatic Scaling – When you set up the server, you don’t have to make “AWS decisions” such as instance size and IAM permissions. Depending on your user count, FileMaker Cloud will scale up the server specifications to meet your needs. In particular, your storage space (not including backups) is 6GB * number of users. Licensing is Included – Purchasing FileMaker Cloud covers the entire purchasing process. You don’t need to purchase separate licenses or even wait for an email with download links. Once purchased, everything is available in the FileMaker Customer console. Encrypted End-to-End Traffic – FileMaker Cloud now comes with an included SSL certificate, which ensures your data makes it safely across the internet. FileMaker Cloud for AWS only includes a 90-day certificate. Account Management – The FileMaker Customer console keeps account management in one place. FileMaker ID Required – All users must log into their hosted apps using their FileMaker IDs. One must also authorize them as a licensed user in the FileMaker Customer Console. You can get more information about this process in the Setup section. Free Trial – Currently, a free trial is only available for FileMaker Business Partners. Pricing Pricing starts at $39/user per month for a 1-year subscription, and there are discounts for 2 and 3-year subscriptions and a price break at 100+ users. Qualified educational and nonprofit organizations get a 30% discount off list price. Here are a few additional things to note about pricing: Subscriptions are paid annually, not monthly. There are no site licenses for FileMaker Cloud. Anyone accessing your FileMaker application requires a license on your FileMaker Cloud instance. Claris is evaluating special licensing for developers that would not require them to have a license for each FileMaker Cloud instance they access. As a reseller, we offer FileMaker Cloud at a discount. Contact us if you are interested in purchasing FileMaker Cloud. Requirements & Unsupported Features FileMaker Clients Must be 18.0.3 or Higher – In order to use FileMaker ID, users will need to be on FileMaker Pro/Go 18.0.3+ or WebDirect. Licenses of Pro, Go and WebDirect are included in your purchase of FileMaker Cloud. External Containers Must be Secure – You must store all external container fields securely to host an application on FileMaker Cloud. Custom Web Publishing with PHP and XML Unsupported – If you are, or are wanting to integrate with your website for instance, FileMaker Cloud does not support PHP or XML. Server-Side Plugins Unsupported – You won’t be able to use any server-side plugins in your application. However, client-side plugins are still compatible. Server Side Script Setup Only Available in Admin API – FileMaker Cloud Admin Console doesn’t include an area to set up server-side schedules, but you can set them up via the Admin API. Download our free FileMaker Cloud Schedule Manager to set up and manage your FileMaker Cloud Server Side Scripts. Hosting Locations – As of release, FileMaker Cloud offers hosting in the western United States. Customers farther from the west coast may notice a difference in performance. However, Claris is looking to expand locations in the near future, so be on the lookout! Setup To set up your FileMaker Cloud go to the FileMaker Store. This page shows useful information about the platform and pricing. We can choose the number of users we need to register, as well as the number of years we’re purchasing FileMaker Cloud. Please note that anyone who needs to log into the app, whether for normal use or or development, must be a licensed user. We’ll discuss what this means in a practical way via FileMaker ID. The rest of the process is very similar to purchasing any item from the FileMaker Store. Once we have finished purchasing Cloud, we can set up a FileMaker ID account. This process is also very straightforward, and it only requires an email. If you already have an FM ID, you can continue to the FileMaker Customer Console. To get started, agree to the service terms and apply for a unique host name. Configuration Now that you’re in the console, you’ll want to add FM ID users. Navigate to the Users tab, and invite users through this console. They will receive an email where they can either create an FM ID, or join using their existing FM ID. Within this tab, you can view our available licenses, remove licensing status from users, and remove users from your team if necessary. This allows you to keep external users (e.g. contractors) on your team without taking up unnecessary licenses. The same rule still applies, only licensed users can access your custom application. In the Groups tab, you can create groups that give administrators similar capabilities to Active/Open Directory authentication within your FileMaker applications. In the Hosts tab, you can quickly access the admin console of our server. This admin console is nearly identical to the admin console in FileMaker Cloud for AWS. You can access your files and backups here. In the Settings tab you can update team-level management settings such as changing the team name, allow users to download FM Software, and requiring approval to transfer in/out of the team. In the Subscription tab you can view your licensed user count, renew your subscription, and view your usage. You can also download your FileMaker software from this tab. Conclusion If you’re tired of managing an on-prem server or are new to the FileMaker platform, FileMaker Cloud is definitely a solid option. Not only has Claris made a product requiring minimal management, but they also made the setup process extremely easy and straightforward. Contact us if you are interested in purchasing FileMaker Cloud! Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  10. FileMaker Web Portals with Vue.js In FileMaker Web Apps Part I of this series we focused on how you can use Vue.js to extend FileMaker using web viewers. In this article we’ll focus on how you can build robust web portals that use FileMaker as the backend and Vue.js as the frontend. This will allow you to build web contact forms, customer portals, e-commerce sites, etc, using data in your FileMaker system. Web portals using FileMaker’s Data API are a great fit when you have hundreds or thousands of users or if the users are anonymous. In this article we’ll go over how to build a very simple customer portal that allows users to log in and see their invoices. We’ll build our web app using Nuxt.js which is just an SEO-friendly version of Vue. All of the source code will be available in the FileMaker sample file, so make sure to download it to get access to all the code. Getting Started To get started install Node.js and NPM if you don’t already have them on the web server, at minimum NPM 5.2.0. Next, open either command prompt in Windows or terminal on a Mac and type the following command. $ npx create-nuxt-app <project-name> Fill in the project name, description, author name, and NPM as the package manager. Then you can pick your favorite UI framework. In this example, we will be using Buefy to get up and going quickly with a huge library of easy-to-use components. The CLI will then ask you what backend if any you want to use. In our example, we’ll be using Express. Then pick your testing framework of choice and the rendering mode you want, either SSR (Server Rendered) or SPA (Single Page Application). In our example we’ll be using SSR with Nuxt. Nuxt makes server-side-rendered Vue apps easier to build, and rendering on server is important for SEO because many web crawlers rank a site poorly that don’t work properly without JavaScript. While Google’s Googlebot can render JavaScript, it does so at a much slower pace than a traditional static website. Finally, include Axios which is what we will use to make HTTP calls to the Data API. Backend The first thing we’ll work on is our backend. It’s important to know that you can use whatever backend you want, any will work with the FileMaker Data API. Quite often we will use PHP for our backend, but PHP is not well suited for server-side rendering JavaScript, so we will be using Express today. For our example our backend needs the ability to do a few things: Authenticate and log in a user Log out and destroy a user’s session List the logged-in users invoices Load an invoice with all the invoice line items In order to make any of these calls, we’ll need the ability to generate an auth token. To do so, first update the nuxt.config.js file with info about the host, file, username, and password. Because Nuxt.js is isomorphic (aka universal), we’ll have access to settings stored here on the server and client. //nuxt.config.js module.exports = { ... fmDatabase: "<filename>", fmHost: "https://<<host>>.com", fmUsername: "<username>", fmPassword: "<password>", ... } We’ll need the ability to store session data on the server so we can remember who is logged in and keep track of people’s auth tokens. To do this install the express-session module from the command line. $ npm install express-session Then include the module in your server/index.js file and configure your Express app to use the session module. Make sure to set the secret to something secure. const session = require('express-session') app.use(session({ secret: 'super-secret-key', resave: false, saveUninitialized: false, cookie: {} })) After you’ve done that you’ll have access to the session object inside your route handlers. Routing Nuxt handles routing a bit differently than a typical Vue + Vue Router setup. Instead of manually creating your routes, you simply add your files to the pages directory and each one will get added to the router automatically. If you follow Nuxt’s default naming configuration, Nuxt will automatically set up basic routes for you, and the routes will work with or without JavaScript. Instead of using <a></a> tags in your system, you’ll want to use the <nuxt-link></nuxt-link> component that will ensure your pages change without a full reload. Another change from Vue Router is that you’ll use middleware to route guards to prevent people from accessing data they shouldn’t have access to. In our case we’ll add a protected.js file to our middleware folder that will ensure our user is logged in before we show them an invoice. To set up our pages to call the new protected middleware we’ll add a middleware property to our invoice pages Vue instance with an array of all the middlewares the page should load. //pages/invoices/index.vue export default { name: "invoices", middleware:['protected'], ... } Application State Nuxt uses Vuex behind the scenes to handle global application state which makes it easy to keep things in-sync. The one problem we have right now though is that each page reload clears out the Vuex store. Luckily we’re already saving our needed data in session variables with our Express backend. Nuxt also provides a way to load data into the store on first page load, via the nuxtServerInit action in our store.js file. The nuxtServerInit function has access to both our express request object and to our store, so we can take data from our session and update our user state using a SET_USER mutation. Any other application state could also be saved to the express session if needed. Conclusion Building a web portal that pulls data from FileMaker might seem like a daunting task, but the reward is well worth it. It allows you to extend your system to reach a much larger audience than with FileMaker alone. FileMaker, Data API and Vue.js are perfect for web portals, contact forms, registration sites, and even pulling real-time inventory data. Contact us today if you would like help building your own FileMaker web portal. Download FileMaker Web Portals with Vue.js Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Constant1 Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  11. DB Services

    FM Quickstart 18

    FM Quickstart 18 FM Quickstart, DB Services’ completely free and customizable CRM template for FileMaker, is already one of the leading CRM templates in the FileMaker market. Now, with the release of FileMaker 18, we have added even more features and modules to FM Quickstart to help you create your very own Workplace Innovation Platform. The new features and modules include: Production Module on the Dashboard Orders Module Shipments Module Purchase Order Module Returns Module Receiving Module Drag and Drop Documents New Print Forms Module Navigation Production on Hand Calculation What’s great about FM Quickstart is that it can be used immediately out-of-the-box, and can be easily modified to your business needs. Lets take a look at the new features of FM Quickstart 18! The Production Dashboard The Dashboard now includes the Production module to go along with the Sales Module. The Production Module shows the unpaid orders and the pending shipments for each customer. All the transactions are displayed with the status of each order. If you need to change any information on the orders shown, click on the specific order and it will take you to the Orders Module or the Shipments Module. Orders Module The Orders Module allows you to manage orders for each customer. You can view the status of each order, including where it is in the shipping process and if it has been paid for. Shipments Module The Shipments Module displays all the orders that have been processed and will be shipped. The items that will or have been shipped are displayed at the bottom of the module. You also have the option to go back to the order to view any details by clicking on the “Go To Order” button on the bottom half of the module. When line items are returned you can report it by adding it to the Returns tab. To see the details of the return, click on the item and it will take you to the Returns Module. Purchase Order Module The Purchase Order Module was developed to track orders you put in for inventory. In the module, you will put in the order you sent to your supplier so you know how much you ordered and for what price. When you receive the product from the supplier, you will go to the received section at the top to add the amount of inventory that was delivered. When you put the amount received into the line item, the amount of inventory will change on the product record. Returns Module The Returns Module was implemented to track all returns. You can access the module by going to Setup and clicking on Returns. There you will select the customer and see which items have been returned in the line items tab. The SKU is displayed along with the product, the price it was sold at and the amount returned. The amount being returned and restocked is shown at the right of the module and reflects the amount being returned in the line items. At the top of the module you will see the return progress, which displays the status, received date and the expiration date. Receiving Module The Receiving Module shows shipments that have been received for POs. The details show the status of the product received, order date, delivery date, and the shipping charge. This can also be referenced later for returns of the products shipped. Drag and Drop Documents Adding documents are now easier with FM Quickstart 18 as you can drag and drop documents into each module. This eliminates the need to search for the document and add it as an attachment. Improved Module Navigation The navigation of each module has been made easier, specifically with the Quotes, Orders, and Shipment Modules. At the top of each of the modules you will see Quote, Order and Shipment right next to each other. The navigation buttons are linked for the same customer, thus eliminating the need to search for the progress of each order. Print Forms When printing a quote or order, the form has been modified to be easier to read and better communicate the price. The form displays information relating to the purchase and has each art of the transaction divided so everything is separated. New information has been added which includes: The P.O. Number Salesperson Payment Terms Due Date The address of the company billing is included at the top of the form for the customer to reference. Product on Hand Calculation A new function in FM Quickstart is the Product on Hand calculation, which helps track the inventory of each product. This feature can be found in the Product module and is updated with every purchase, shipment and return. When a customer buys a product, the number is reflected to show how many are in process. The same goes for when an item has been shipped, thus affecting the total product on hand. Conclusion FM Quickstart is a free CRM that’s fully customizable and includes 9 main modules to support your contact, sales, production and shipping needs. To begin building your dream custom application, please visit our FM Quickstart website to download the CRM template. It is a free download that is optimized to run on the latest version of FileMaker. To learn more about the FileMaker 18 platform, check out our FileMaker 18 Overview article. If you’re looking for assistance in customizing FM Quickstart, contact us for a free consultation. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  12. FileMaker Cloud Schedule Manager With the official release of the FileMaker Cloud Admin API, you can now monitor and manage multiple servers from one interface, including the ability to set up server-side schedules, pull a list of logged-in users, send messages to connected users, and much more. And to make interacting with Admin API even easier, we created the FileMaker Cloud Schedule Manager, your one-stop shop to manage server-side schedules on Cloud. The Manager has been updated to work with the Admin API official release and can be downloaded at the end of this article. Let’s take a look at the FileMaker Cloud Schedule Manager and the official FileMaker Cloud Admin API! 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 18 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. All of this is handled for you in the FileMaker Cloud Schedule Manager. 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 Schedule Manager allows you to easily manage multiple cloud server schedules from one user-friendly 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. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Cloud Schedule Manager Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* FileMaker Experience*New to FileMaker Platform Existing User of FileMaker Existing Developer of FileMaker 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. Afficher la totalité du billet
  13. DB Services Named FileMaker Growth Partner of the Year 2019 On August 8th, 2019, DB Services was named the FileMaker Growth Partner of the Year for the Americas for 2019. This is DB Services’ third consecutive year bringing home this prestigious award from FileMaker, Inc–now rebranded to Claris International, Inc. This award is given annually to each region’s FileMaker partner that achieves the highest revenue and brand growth for Claris. FileMaker is currently ranked the #1 Workplace Innovation Platform in the world. DB Services’ mission is to make organizations more efficient and effective through the use of custom applications. With over 15 years of experience in FileMaker development, DB Services is dedicated to advocating for and continuing to grow the FileMaker community. “We are proud to be a part of such a great community and humbled to win the FileMaker Excellence Award for Partner of the Year. To win the award three years in a row means that we have great people and great customers. It’s exciting to watch our customers grow and our people grow each year,” said Kevin Hammond, CEO, DB Services. Since 2003, DB Services has provided custom applications and workflow solutions to Fortune 500 companies, small businesses, K-12, universities, and non-profit organizations. DB Services is also FileMaker Business Alliance Platinum Member, and offers FileMaker Development, FileMaker Support, FileMaker Training, FileMaker Cloud Hosting, and FileMaker Licensing. Between the 20+ full time Certified FileMaker Developers and FileMaker Growth Partner of the Year for the Americas awards for 2017, 2018, and 2019, DB Services is considered one of the top FileMaker partners in the country. For a complimentary consultation contact DB Services at 888-488-0191, or fill out a Contact Form on DB Services’ website. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  14. DB Services Named to Inc. 5000 List For the first time, DB Services has been ranked #3494 on the annual Inc. 5000 list, which ranks the country’s “fastest-growing innovators” based on overall revenue growth over a three-year period. The Inc. 5000 list has brought attention to America’s growing private businesses since 1982. DB Services now joins the ranks of other Inc. 5000 list alumni such as Facebook, Zappos, Pandora, and others. DB Services is top ranked FileMaker Platinum Business Alliance Partner on the 2019 Inc. 5000 list. DB Services joins 63 other Indiana-based companies, and ranks #42 in the state. DB Services’ mission is to make organizations more efficient and effective through the use of custom FileMaker solutions. Since 2003, they have provided custom applications and workflow solutions to Fortune 500 companies, small businesses, K-12, universities, and non-profit organizations. DB Services is a FileMaker Business Alliance Platinum Member that offers FileMaker Development, FileMaker Support, FileMaker Training, FileMaker Cloud Hosting, and FileMaker Licensing. For a complimentary consultation with one of our Certified FileMaker Developers, call the main line at 888-488-0191, or fill out a Contact Form. Afficher la totalité du billet
  15. FileMaker, Inc. is Now Claris International, Inc. Earlier this year, FileMaker was announced as the top Workplace Innovation Platform in the world, and on August 6th, FileMaker, Inc. announced their rebrand to Claris International, Inc. as well as the acquisition of Stamplay. FileMaker Reborn as Claris The name change is a return to the original name of the company, which was called Claris from 1986-1998. FileMaker, Inc. has been the name of the organization since 1998, a change that was made to reflect their focus on the FileMaker product. Now as the company looks to expand past just the FileMaker product, it has been rebranded back to their original name Claris. The rebranding to Claris International, Inc. is also a commitment to meet the company’s mission: bringing “power to the problem solvers”. Claris International, Inc. CEO Brad Freitag says: “Claris stems from the Latin root ‘clarus,’ which means ‘clear, bright and shining’. Nothing better encapsulates the company’s mission: to empower the problem-solver with smart solutions that work for their business. By extending the reach of our platform as a modern, multi-faceted, and powerful merger of on-premises custom apps and third-party services, our customers can streamline their business processes across the cloud services that they use every day.” Claris Connect The company also acquired the Italian startup and product Stamplay, and rebranded it Claris Connect. The product will allow users to integrate easily with 3rd party cloud software, connect cloud and on-prem software and quickly integrate common business applications such as MailChimp, Slack, and more. The Future of Claris Looking ahead, Vice President of Products & Design, Srini Gurrapu forecasts that Claris Next Generation will “leverage the full power of modern workflow apps”, and use AI to create apps “delivered as a service.” Kevin Hammond, DB Services CEO, is looking forward to the future of Claris. “Claris International is now the parent company of the platform and FileMaker becomes one of many different offerings to customers. We are very excited about Claris Connect, Claris Next Gen, and Claris FileMaker as they will provide more innovation and value to customers.” DB Services is a Claris FileMaker Platinum Business Alliance Partner that offers FileMaker Development, FileMaker Support, FileMaker Training, FileMaker Cloud Hosting, and FileMaker Licensing. For a complimentary consultation with one of our Certified FileMaker Developers, contact DB Services at 888-488-0191, or fill out a Contact Form here to get in touch. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
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