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January 15, 2017

Databuzz

North West Sydney FileMaker Developer Meetup Dates for 2017

The dates for the 2017 North West Sydney FileMaker Developer Meetups have been finalised so you can lock these into your diary now:

February 24th (Pennant Hills Bowling Club 12:30pm)

May 26th (Pennant Hills Bowling Club 12:30pm)

August 25th (Pennant Hills Bowling Club 12:30pm)

December 6th Xmas Meetup (Sydney CBD 7pm – location TBD – suggestions welcome)

If you would like to join the mailing list just visit the signup page at:

http://databuzz.us12.list-manage.com/subscribe?u=366d1a87399a120a9d438cb56&id=8bb1fea366

We’ll send our reminders before each meeting – anyone is welcome to attend and no RSVP is required

by Andrew Duncan at January 15, 2017 10:01 PM

January 12, 2017

Databuzz

fmAccounting Link (MYOB AccountRight Edition) Updates – my.MYOB Login and General Journals

We’ve been busy working on some updates to fmAccounting Link (MYOB AccountRight Edition) over the past few weeks. fmAccounting Link (MYOB AccountRight Edition) was a popular item during our recent End Of Year sale and we’ve had some great feedback from customers about features they would like to see in future releases.

We’ve just released an updated version of fmAccounting Link  – v1.0.8. As well as the usual bug fixes we’ve added examples for working with the General Journals API endpoint – you can now download, create and update General Journals from FileMaker using fmAccounting Link. We’ve also added support for users that have linked their MYOB Company File User ID to their my.MYOB login – typically this is set using either of the following dialogs in AccountRight:

We couldn’t find anything about working with linked my.MYOB logins in the API documentation and after raising a ticket with MYOB developer support we were informed about the changes you need to make when working with linked my.MYOB accounts. We’ve added a new checkbox to the MYOB Company screen that allows you to flag that you’ll be using a linked my.MYOB login:

which handles the required changes automatically. For existing customers using older versions of fmAccounting Link you can simply disable a single script step to handle working with linked my.MYOB logins – see our FAQ page for details.

We’ve started working on adding examples for working with the JOBS API endpoint and hope to have this completed in the next few weeks. If there are features you would like to se in the core fmAccounting Link (MYOB AccountRight Edition) file please get in touch and let us know. You can view the full release notes on our version history page.

by Andrew Duncan at January 12, 2017 05:42 AM

December 30, 2016

FileMakerTalk

Year End Chat with Matt Squared

Matt & Matt catch up with a bit of FileMaker talk, mentioning some new goodies they've gotten, discuss billing for services and mentioning a bit about development.

by Matt Navarre and Matt Petrowsky at December 30, 2016 08:05 PM

December 20, 2016

Databuzz

fmEcommerce Link (WooCommerce Edition) and Webhooks

When we released fmEcommerce Link (WooCommerce Edition) last week there was one feature that we wanted to include that wasn’t quite ready: Order Webhooks. The initial release of fmEcommerce Link lets you download orders from WooCommerce, either all at once or within a specified date range. For many users that will be sufficient as they might only need to download all orders from the previous day.

Some customers would prefer to be notified immediately the order was placed and have it automatically download into FileMaker – you could setup a server side schedule that ran every x minutes that checked for new orders since a specified timestamp, but it’s much more efficient to leverage Webhooks if they are available. A Webhook is simply a way of having WooCommerce send a notification to another service at a nominated URL when a particular event is triggered.

Webhooks were introduced in WooCommerce 2.2 and can trigger events each time you add, edit or delete orders, products, coupons or customers. New orders seemed the logical place to start – wouldn’t it be great if upon receiving a new order in WooCommerce it could be pushed to the fmAccounting Link FileMaker file automatically without you having to do anything?

We’ll be releasing a free update to fmEcommerce Link (WooCommerce Edition) in the next couple of days which will include support for Webhooks when a new Order is created. You will need to setup a Webhook and install the supplied PHP file on your FileMaker Server (you will need to enable Custom Web Publishing/PHP in your FileMaker Server Admin Console), and once this in place anytime a new Order is received in WooCommerce it will automatically be pushed to the fmEcommerce Link file, typically within a few seconds.

This was a feature that we wanted for ourselves to completely streamline the order entry process for our business – there’s nothing better than waking up in the morning and seeing new overnight orders already in the fmEcommerce Link file. Here’s a short video demonstrating this in action (you can also watch this on YouTube here):

 

 

by Andrew Duncan at December 20, 2016 04:00 PM

December 16, 2016

Productive Computing Blog

A Non-Exhaustive List of How VSS Can Make Your Life Easier

VSS_Logo_png_Old_Light_Brt_blue

What is Vessel Service Solutions (VSS)? It is a solution designed for the boat assistance and towing industry. Simply stated, your business is assisting boaters and managing a fleet – and VSS is here to help you efficiently manage every aspect in between.

You’re asking, as the owner of a boat towing company, how can VSS help me?

First we’ll ask you a couple questions:

How do you currently handle your order processing? When you receive an order from BoatU.S. do you copy and paste, re-type, or hand write information before you dispatch your captain? What if, with the touch of a button, you could populate a form with the BoatU.S. order details and then send it to a captain?

How do you submit orders for payment? Do you use a two-part carbon copy form that you have to collect from your captains before you can scan and email or fax to BoatU.S.? Ever lose one overboard with a gust of wind? Do you find this process to be time consuming and results in payment delays? With VSS you don’t have to hassle with paper. Your clients can digitally sign a tow order and your dispatcher can email it to BoatU.S. the same day.

Still curious how VSS can assist you in streamlining your business operations?

Reduce paperwork or actually go paperless: Make your dispatcher’s life easier, reduce costs and waste. With VSS all order processing, log tracking, and timesheets are handled on your computer or iPad. There is no need to print forms.
order_info_vss

Assist boaters faster: When BoatU.S. sends a tow order to your dispatcher, VSS imports the order email directly into a standardized form. Dispatchers can add additional information and assign the order to a captain’s iPad – all with just a few clicks.

Send texts to alert captains of new orders: Once an order is assigned, VSS can send the assigned captain a text about the pending order – no need for additional phone calls.

text_captain_bmr

Captains can receive orders at sea: When an order has been assigned, captains can retrieve the orders on their iPads – there is no need to come back to the office or spend time on the phone discussing the new tow order with the dispatcher. iPads must have access to the internet to retrieve pending orders.

Easily update orders: While at sea, captains can update and edit orders on their iPads (no internet connection needed). Adding service items, updating time tracking, and getting customer signatures is quick and easy.

Quickly sync between central and remote: After the captain is done assisting the boater and has an internet connection, he can send the order back to dispatch for review and final processing.

Get paid faster: With VSS, you can create, edit, sign, and submit an order for payment all from your computer or iPad – there is no need to print or fax documents. When you’re ready to invoice BoatU.S., simply click a button and an email will automatically be generated with the invoice attached and the required BoatU.S. subject line: Tower ID – Member ID.

Status_vss

Analyze your business’s success: Pull reports on orders, boats, and time sheets to review data, trends, performance, and profitability.

reports_VSS

Process payroll faster: The Timesheet’s module handles commission percentages, straight hourly rates, and day and night rates.

timesheets_bmr

Protect sensitive information: VSS has robust privilege settings, allowing management to dictate what information and modules employees can view, edit, and delete.

Maintain Employee Records: Store employee information in the system with the ability to easily and quickly update pay rates and contact details.

personnel_vss

Maintain fuel logs: Tracking fuel use not only helps you monitor boat expenses, but also helps you reconcile your monthly fueling expenses. Users can add fuel logs on the iPad and record the date, engine hours, cost per gallon, number of gallons, total cost, and fueling location.

Ensure all boat maintenance is performed on time: With maintenance schedules, you can ensure you never miss an oil change again. By creating schedules, you can track mileage and plan for boat maintenance, ensuring your fleet is always in top shape and you’re never down a boat on a busy weekend.

VSS_SS_Maint_Schedule

Log maintenance performed: With the Maintenance Log you can track all maintenance on all boats, log the date, engine hours, services performed, and the total cost.

by Stephanie Floyd at December 16, 2016 05:47 PM

December 14, 2016

Productive Computing Blog

How VSS Helped Baltimore Marine Recovery Operate More Efficiently

BMR-Logo-Stacked
Baltimore Marine Recovery, LLC provides emergency towing, salvage, refloat, charter, and launch services to the Chesapeake Bay area. Dale and Christine Plummer have been using Vessel Service Solutions (VSS) for three years. In 2015, they won the BoatU.S. Smooth Sailing Award for “Superior Operational and Organizational Standards” – with help from VSS.

Q: Why did you decide to start using Vessel Service Solutions?
A: We have 10 boats, about 14 staff, and we work out of 3 ports (Annapolis, Baltimore, and Middle River). On top of being busy all year-round, there is a lot of paperwork to deal with on a daily basis. We wanted something to make our lives easier and enable us to continue to deliver great customer service. Plus, VSS allows our captains to handle dispatch orders, fuel and maintenance logs on one iPad application.

Q: What goals were you hoping to achieve with a new solution?
A: Reduce paperwork! Before VSS, we used the standard issue 2-part carbonless TowBoatU.S. invoice. Forms were lost overboard, misplaced, or just were not returned by the captains in a timely manner. With three ports, it was hard to manage and the captains complained that managing paper in a windy, wet environment sucked!
snowy_BMR

Q: How has VSS helped your business?
A: In addition to allowing us to go virtually paperless, we’ve seen an increase in boaters assisted and faster turnaround time on payments from BoatU.S. Being able to email a completed, signed order to BoatU.S. directly from VSS is great. I can also share the completed invoice with the boat owner by email.

The system has also made it is easier to process and track orders. I have an accurate and extensive historical record of all orders processed, that I can sort, filter, and search through. I no longer have to flip through old orders in a filing cabinet when BoatU.S. has a question on an invoice. VSS orders can also be submitted directly to my QuickBooks file. Three years ago, I hand entered every order into QuickBooks after I scanned and emailed it to BoatUS. Today, I push a couple of buttons and it is done.

bmr_qb_push

The Time Sheets module has made payroll much easier, as well. Instead of calling the captains for their hours, I run a simple report and see all timer entries. If something looks off, I can ask the captain to review and update the timer entries. Once that is done, the updated entries are immediately available to process payroll using the Time Sheet reports. I can run one report and have all employees’ time sheets for any time period complete with details for easy reference.

timesheets_bmr

Q: What is your favorite feature of VSS?
A: I have a couple favorite features. The first is remote dispatching. It is a total game changer. I can take my entire office with me. I have the ability to handle calls and dispatch orders from my son’s football game or from my home in the middle of the night – without getting out of bed.

The second would be ease of use. The system is very straightforward and user-friendly. Even those captains who aren’t tech savvy have found the system easy to use. Now that they know the VSS system, my Captains can’t stand using paper. If they manage to leave without an iPad aboard, they always come back and get it!

And third would be the text notifications that the captains receive when they have been dispatched an order – my guys use that as the basis for their timers. Each email has the invoice number and every invoice needs a timer so at the end of the day they have a running list to use to create or review their timers.

text_captain_bmr
IMG_0995_edit

by Stephanie Floyd at December 14, 2016 11:45 PM

December 13, 2016

Databuzz

Databuzz releases fmEcommerce Link (WooCommerce Edition) – Integrate FileMaker Pro and WooCommerce

Sydney, Australia – December 14, 2016 – Databuzz today announced fmEcommerce Link (WooCommerce Edition), a FileMaker solution that integrates with the WooCommerce eCommerce platform.

fmEcommerce Link (WooCommerce Edition) allows you to upload and download data between your FileMaker solution and WooCommerce, the popular plugin for WordPress that powers over 39% of all online stores. fmEcommerce Link (WooCommerce Edition) removes double data entry and human errors saving your company significant time, money and hassle by automating the exchange of data between FileMaker and WooCommerce.

fmEcommerce Link (WooCommerce Edition) is completely unlocked allowing you to integrate it into your FileMaker solution. You can copy and paste examples showing you how to authenticate with the WooCommerce API and download Customers, Orders, Products, Coupons and more at the click of a button.

fmEcommerce Link (WooCommerce Edition) features include:

  • works with FileMaker Pro v12, v13, v14 and v15
  • works with Macintosh and Windows
  • completely unlocked
  • can be hosted by FileMaker Pro or FileMaker Server
  • works with WooCommerce v2.6 or later (HTTPS required)

“Like many of our customers we use FileMaker Pro to run our business and WooCommerce for our eCommerce platform,” said Andrew Duncan, CEO of Databuzz. “We didn’t want to have to manually re-enter Customers and Orders in FileMaker, so we built fmEcommerce Link (WooCommerce Edition) to streamline our business and now we’re making it available for everyone. With fmEcommerce Link (WooCommerce Edition) you can push and pull data between FileMaker and WooCommerce at the click of a button.”

fmEcommerce Link (WooCommerce Edition) includes examples for the following WooCommerce API endpoints:

  • Customers: download and upload Customers
  • Products: download and upload Products
  • Orders: download Orders from WooCommerce (including Order line items)
  • Coupons: download and upload Coupons
  • Tax Rates: download Tax Rates from WooCommerce
  • Tax Classes: download Tax Classes from WooCommerce
  • Categories: download Categories from WooCommerce
  • Attributes: download Product Attributes from WooCommerce
  • Shipping Classes: download Product Shipping Classes from WooCommerce
  • Tags: download Product Tags from WooCommerce

 Availability, Pricing, and Compatibility

fmEcommerce Link (WooCommerce Edition) is available in a number of licenses: Company, Vertical Solution and Developer. It is available now from the Databuzz website at http://www.databuzz.com.au/fmecommerce-link-woocommerce-edition/. As part of the Databuzz End of Year Xmas Sale all Licenses are 20% until December 31, 2016. Company Licenses start at AUD $495.00. fmEcommerce Link (WooCommerce Edition) requires FileMaker Pro v12, v13, v14 or v15 and WooCommerce v2.6 or later using HTTPS.

Media/Customer Contact:

Andrew Duncan

Phone: +61 418 468 103

sales@databuzz.com.au

About Databuzz: Databuzz is a long standing member of the FileMaker Business Alliance. We have been developing and deploying FileMaker solutions for clients in Australia and internationally since 1999. Our clients are individuals, small-medium businesses, government agencies and multi-national corporations. Databuzz was founded by Andrew Duncan, a Certified FileMaker 15 Developer. For more information please visit our website at http://www.databuzz.com.au.

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FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. All other trademarks are the property of their respective owners.

by Andrew Duncan at December 13, 2016 04:00 PM

December 12, 2016

FileMakerTalk

Cris Ippolite from iSolutions

Matt Navarre and Cris talk about training, Lynda.com videos, and the Idea to iPad project with Apple stores and FileMaker.

by Matt Navarre and Matt Petrowsky at December 12, 2016 08:08 PM

December 11, 2016

Databuzz

Databuzz 2016 End of Year Xmas Sale – 20% Off All Licenses

databuzz-xmas-sale-2016

It’s time for the Databuzz End of Year Xmas Sale – All Product Licenses are now 20% Off, including:

The sale runs until the end of the day on the 31st December, 2016 (Australian Eastern Daylight Time).

All our prices are in Australian dollars – if you’re purchasing from outside of Australia you’ll also get to take advantage of the low Australia dollar (1 Australian Dollar equals approximately 0.74 US Dollars).

Discounts are applied automatically – no coupons required! Click here to start shopping.

We also have a similar sale on fmSMS Licenses (20% off) – click here to visit the fmSMS website for further details.

by Andrew Duncan at December 11, 2016 01:30 PM

December 08, 2016

DB Services | Articles

FileMaker Barcode Techniques

FileMaker Barcode Techniques

Using barcodes in FileMaker is a very easy and useful way to extend your database. Whether you are selling tickets, managing assets, creating name tags, or any number of other use cases, barcodes can easily be used to provide an instant way to locate a record in your database system and much more. Barcodes can be generated and scanned for iPads, iPhones, Windows, and Macs.

Watch on Youtube: FileMaker Barcode Techniques

How To Generate

There are many different methods that can be used to generate barcodes in FileMaker and there are many different types of barcodes that you can create. The 2 main types are QR codes and regular barcodes like you would see on millions of products. A QR code is basically a barcode with another dimension allowing it to store more information than what a 1D barcode can store before becoming unreadable by the scanner. This is why URL’s are often shared using QR codes instead of standard barcodes. Do note that QR codes cannot be scanned by USB or BlueTooth scanners, but work great with camera-based scanners like a mobile device. The 3 ways we’ll be talking about are through using web services like Google’s Chart API, using 3rd party plugins and products like FileMaker Barcode Creator, or using barcode fonts. Below we’ll go over the pros and cons for each method.

Web Services

There are plenty of great web services out there like barcode-generator.org and Google’s chart API for generating QR Codes. This is the method we chose to use in our demo file as it is very flexible and free. To generate a QR code using Google’s API, all you have to do is create a simple URL in FileMaker and then use the Insert from URL script step to download the image to a container field. Below is how we accomplished this in our demo file.

filemakerbarcode-downloadqrcode

One thing to be aware of when using this method is that the container must be on the layout and be editable when you use the Insert from URL script step. This might not be the best method to use if you have hundreds of thousands of barcodes that need to be generated, as most free web services will block you from making too many calls, and depending on internet speeds, this method could be slow.

FileMaker Barcode Creator

We’re big fans of Geist Interactive’s FileMaker Barcode Creator. It’s easy to integrate with, has 19 different barcode types including QR Codes, is native FileMaker that works with Pro, Go, WebDirect, and server side scripts. To integrate with Barcode Creator you need to copy a modules script folder to your solution, and then you just need to call one script, passing the serial number as a parameter. The script returns a Base64 encoded string which can then be converted to an image using FileMakers Base64Decode function. FileMaker Barcode Creator is a paid product, but in our opinion is well worth the money, and is what we use in our solutions.

Barcode Fonts

Barcode fonts is another way you can create barcodes in FileMaker. This method has been around for a long time and used to be the only way to create barcodes without the use of plugins. The only reason I mention it in this article is to tell you NOT to use this method! This method has many limitations like only being able to generate and view barcodes on the desktop, with no support for FileMaker Go, or WebDirect. It also requires that all computers have the correct barcode font installed, which depending on how many users you have, can be a challenge by itself.

How To Scan

There are 2 ways to scan a barcode/QR code using FileMaker. The easiest way is to leverage FileMaker Go’s ability to integrate with the iPad or iPhone’s camera and allow for easy and instant barcode scanning using the Insert From Device script step. This works great as long as you have an iOS device. If you don’t have an apple device you can always buy a USB or Bluetooth laser scanner. These scanning devices are interpreted as virtual keyboards when connected, so in order to scan and capture the scanner’s input, you must have the cursor in a field or Show Custom Dialog input field. They work especially well with the Show Custom Dialog script step as they will trigger the OK button after scanning.

Using a Bluetooth or USB scanner also allows for the ability to scan multiple barcodes one after another using a field with an On Exit script trigger, that goes back into the field after running so you are ready to scan again. Laser scanners are definitely quicker and preferred for scanning multiple items quickly, but they do have limitations like only being able to scan traditional barcodes (No QR codes) and they can’t scan a screen. Below are a few Bluetooth scanners we have tested with FileMaker and recommend:

Conclusion

Creating and scanning barcodes in FileMaker is straightforward and makes a great extension of FileMaker’s already great toolset. Contact us if you’d like to discuss barcoding and how you can add to your solution and improve your workflow.

Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.

DownloadDownload FileMaker Barcoding

Please complete the form below to download your FREE FileMaker database file.

by Mason Stenquist at December 08, 2016 11:30 AM

November 14, 2016

Productive Computing Blog

Is 123sync the Right FileMaker to QuickBooks Integration Option for You?

Here at Productive Computing, we talk a lot about FileMaker to QuickBooks integrations. We even did a webinar about it. This is because: a) FileMaker is a powerful and versatile database platform with (almost) unlimited possibilities to help you organize and analyze your data, and b) QuickBooks is the most popular accounting software for small and medium businesses in the United States.

That being said, what makes more sense than to have these two applications communicate and share information? Connecting these two applications via a plug-in (FM Books Connector and FM Books Connector Online) allows users to seamlessly exchange data between the two applications, saving time and money and reducing data entry errors.

A FileMaker and QuickBooks integration can be accomplished three different ways:
1. Custom integration with a plug-in
2. Purchase a CRM that is preconfigured to integrate with QuickBooks (i.e. Core5 Starter Edition)
3. Integration package

In this blog we’re going to talk about option number 3. Specifically, the 123sync™ Accounting Integrator.

The 123sync Accounting Integrator allows you to connect your FileMaker Solution with a variety of QuickBooks’ lists and transactions. 123sync, like other integration packages, offers clients a faster and more affordable option to the traditional custom integration. With two integration packages available (Basic and Advanced), you are able to achieve a virtually custom integration at a fixed price.

123sync is ideal for clients who:
1) Have an existing FileMaker solution
2) A well-structured QuickBooks file
3) A workflow that ensures all transactions begin in the FileMaker solution
4) Do not have an in-house developer familiar with plug-ins and QuickBooks or do not want to hire someone to do a custom integration

This application was built to communicate with one QuickBooks file and is compatible with QuickBooks Desktop for Windows, meaning Mac integrations require one instance of QuickBooks for Windows and FileMaker for Windows.

123sync gives the user the power to push, pull, modify, and delete various QuickBooks Lists and Transactions. The chart below reflects the functionality of 123sync version 9. Functionality is subject to change and we recommend you check out this functionality chart for the latest updates.

ComparisonChart_123sync_900

 
With the release of version 9, users can take advantage of the updates listed below:
– Added compatibility for QuickBooks 2017 Pro, Premier, and Enterprise US, Canadian, and UK editions.
– Added compatibility for FileMaker 64-bit.
– Added new module to the Advanced Integration package to allow users to push and pull Vendor Bill Payments. 123sync will post new or modified check payments to Vendor Bills and pull check payments applied to Vendor Bills in QuickBooks. Credit card payments are not posted.
– Added ability to use multiple currencies to the Invoice and Payments module.
– Enhanced the Customer list to pull additional Customer information from QuickBooks.
– Enhanced the Vendor list to pull additional Vendor information from QuickBooks.
– Enhanced the Payments module to retrieve posted customer payments.
– Added visual indicators to each module to notify users when there are items ready to post.
– Added ability to pull the Currency list to the Basic and Advanced Integration packages
– This plug-in is verified compatible with FileMaker® Pro 13-15 for Windows (32-bit) and FileMaker Pro 14 -15 for Windows (64-bit)

As mentioned earlier, there are two integrations packages available. Depending upon your QuickBooks needs, you can either purchase the Basic Integration Package or Advanced Integration Package. 123sync requires a $600 yearly subscription that covers unlimited users and phone technical support. Your subscription qualifies you for free upgrades to the latest versions of 123sync and FM Books Connector plug-in – and ensures your 123sync file is always compatible with the latest versions of FileMaker and QuickBooks.

For more information please visit www.fm2qb.com.

by Stephanie Floyd at November 14, 2016 07:32 PM

November 08, 2016

FileMakerTalk

It's a pinkish purple cloud - FileMaker Cloud

Matt & Matt talk about the differences between self-hosted FileMaker server and using the new FileMaker Cloud offering from FileMaker Inc.

by Matt Navarre and Matt Petrowsky at November 08, 2016 07:05 PM

DB Services | Articles

FileMaker Cloud Overview

FileMaker Cloud Overview

FileMaker Cloud LogoFileMaker came out with a new way to deploy your app with FileMaker Cloud! This new product is available through Amazon Web Services (AWS) which gives you FileMaker Server in minutes.

FileMaker Cloud is ideal for remote work groups/companies that don’t have an IT company or someone in-house that can manage the time and effort involved in running a dedicated FileMaker Server machine.

Watch on Youtube: FileMaker Cloud Setup Demo

Licensing

Some important FileMaker Cloud licensing information is below.

  • FileMaker Cloud HAS to be annual licenses, whether it is FileMaker Licensing for Teams (FLT), Volume Licenses, or a Site License. If you have perpetuity licenses and are interested in FileMaker Cloud, contact us to discuss converting to FileMaker Annual licensing.
  • There are two different ways to license FileMaker Cloud, directly through AWS and Bring Your Own License (BYOL).
  • The first way is to buy directly through the AWS Marketplace. The perk of going through the AWS Marketplace is that there is hourly options available, instead of just annual. However, the hourly options are 975% more expensive than annual licenses and are typically used for rare occasions such as seasonal use or to further test a solution. To save money by purchasing hourly, you would have to use your FileMaker Cloud instance less than 37 days in a year.
  • Purchasing FileMaker Cloud licenses directly through AWS limits you to four types of license types, Annual FileMaker Licensing for Teams (AFLT) with 5, 10, 25 or 100 users.
  • If one of the four available licenses types doesn’t suit your needs, you definitely want to utilize Bring Your Own License (BYOL) option. Contact us to discuss getting you the best license for your FileMaker Cloud instance.

Benefits of FileMaker Cloud

Fast Setup

As previously stated, arguably the best part of FileMaker Cloud is that you can have it up and running in about 30 minutes! Compare that to when you purchase your own dedicated machine to be used internally where you have to purchase the machine online or in a store, wait for it to be shipped, then go through the process of setting up the software, hardware and network which can take days!

Reduced Maintenance

When you have your own dedicated server, even after the initial set up described above, there is still more time that goes into making sure everything is running optimally. The main time impact saved with FileMaker Cloud is the updates and monitoring of OS updates, as well as FileMaker Server updates. Having an internal system requires you to check in to make sure that the OS is up-to-date as windows comes out with patches at least once a month, if not more. With FileMaker Cloud this is all done automatically.

Security and Peace of Mind

Something that everyone worries about these days is security with all of the data breaches that you hear on the news. With FileMaker Cloud, security is made easy. For starters, AWS is responsible for the physical security of the server hardware as well as the energy costs of having a data centers; this means you don’t have to worry about someone breaking into your office and literally taking all of your data. FileMaker Cloud also comes with a SSL certificate that is apart of the initial setup. This feature would need to be done manually on your own dedicated FileMaker Server machine otherwise.

Additionally, FileMaker Cloud comes with automatic backups that happen every 20 minutes and is stored for one week. 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 of 30 minutes or less. 

Unsupported Features in FileMaker Cloud

With all this awesomeness why wouldn’t I want to use FileMaker Cloud!? One might ask. There are really only a handful of specific scenarios that FileMaker Cloud may not be a good fit for you and your organization.

  • External Authentication – FileMaker Cloud does not support external authentication via Active Directory/Open Directory. It does, however, support custom app authentication via FileMaker user accounts.
  • Server Side Scripts – FileMaker Cloud does not allow server side scripts to run which means you’d need your own dedicated machine of FileMaker Server.
  • Custom Web Publishing with PHP and XML – If you are, or are wanting to integrate with your website for instance, FileMaker Cloud does not support PHP or XML.
  • More than a Week of Backups – As previously stated, FileMaker Cloud comes automatically equipped to have a backup run every 20 minutes and stores a week worth of backups. If you were to want more than one week, you’d need to manually preserve specific backups.
  • Plugin Support – If you are using any plugins in your application, you’ll need to make sure they have a new version that supports Linux for the FileMaker Cloud.

Moving to FileMaker Cloud

After reading this and learning more about FileMaker Cloud you may see it as a great fit for your organization and saving you time and money compared to managing your in-house server. However, there are additional items to keep in mind aside from the unsupported features above.

The main point is the optimization on how your application(s) are built. With having a FileMaker Server in your Local Area Network (LAN) you will have much better speed compared to anything traveling across the Wide Area Network (WAN). You may have to go through a series of steps to optimize your application(s) before moving it to a server in the cloud or else your experience may be drastically different. With this being said, if all, or most of your employees are all in one location where the current in-house server is located, it will likely be best to keep it in house. You can’t beat the latency and speed of accessing a database on your LAN versus traveling back and forth across the internet on WAN.

FileMaker realizes that customers with an existing in-house server will need to test FileMaker Cloud to see if it is a good fit for them, so they are providing a 30-day grace period to convert the FileMaker Server software. If you have questions or would like for us to review, contact us for a free technical analysis, to review and assist in optimizing your application(s) before moving to the FileMaker Cloud.

Conclusion

FileMaker Cloud is fast and easy to set up and can scale with little effort. There are a lot of reasons that FileMaker Cloud would be a great fit for you and your organization, between minimal impact of IT staff doing updates and deployment, to the benefits of AWS responsible for security and scalability, FileMaker Cloud is a huge benefit and welcomed addition to the FileMaker Family.

Note about freeing up license keys

I tested setting up FileMaker Cloud before doing the recorded demo and in turn, needed to free the license key in order to use it agin. I terminated the server instance thinking this would release the server license key. In doing so, I received an Error 3030 “License Key has already been used for FileMaker Cloud.” when trying to enter the license key for a new instance. I came to find that you have to deactivate the license key through the Server Admin Console before terminating an instance to free up the license key. If this happens to you, you will need to call FileMaker Support and have them manually release the license key for your new instance.

 

Still unsure of FileMaker Cloud is the right fit for you? Contact Us to discuss further your goals and how we can be of service.

by David Happersberger at November 08, 2016 12:49 PM

November 04, 2016

FileMakerBloggen

Veckoschema

Veckoschema_schemaJag använder alltid mitt favoritprogram FileMaker Pro för alla möjliga ändamål. Häromdagen fattades det lappar med veckoschema som vi använder för att boka tvättid i vår lilla bostadsrättsförenings tvättstuga och den gamla mallen hade försvunnit. Tio minuter med FileMaker blev räddningen och vi kan tvätta igen!

Den blankett jag ska göra är ganska enkel, några linjer, klockslag och datum. Datumen ska automatiskt beräknas så att varje ny post visar en ny vecka. Så här kommer det att se ut:

Veckoschema_schema

Jag skapar en ny databas med namnet Veckoschema och ändrar temat på layouten som skapas. Högerklicka på layouten i layoutläget och välj Ändra tema: Eftersom det är en utskrift väljer jag första bästa tema lämpat för utskrift vilket är “Upplyst utskrift”. Temat innehåller inga bakgrundsfärger.

För att se hur stor yta jag kan använda för veckoschemat väljer jag att visa Sidbrytningar i menyn Visa och liggande utskriftsformat med menyvalet Utskriftsformat i menyn Arkiv. FileMaker lägger alltid till lite marginaler för utskriften, jag har för vana att ta bort dem :) Väljer därför kommandot Tillval för layout i menyn Layouter, går till fliken Skriva ut i dialogrutan som visas, kryssar i rutan Använd fasta marginaler och anger 0 i samtliga fält. Jag struntar i varningen som kommer när jag klickar OK.

Dra sedan ut layouten så att sidbrytningen nedtill inte syns. Till höger om sidbrytningsmarkeringen kan det finnas vit layoutyta, den kommer aldrig att skrivas ut, och kan vara bra att ha kvar.

Veckoschema_rektangel

Jag börjar med att rita en ram med rektangelverktyget som är så stor som jag vill att schemat ska bli. Jag använder alltid Hårfin linje i helt svart, men inställningen beror på vilken skrivare du har. Välj det som passar dig bäst! Du väljer genom att först välja Formateringslisten i menyn Visa, för att visa formateringslisten, och sedan i menyerna till höger på formateringslisten.

Veckoschema_matt

Nästa steg är lite matematik för att få linjerna med lika långt mellanrum. Jag visar Granskaren (välj Granskare i menyn Visa) och visar fliken med positionsmåtten. Jag arbetar nästan alltid med enheten pt (punkter), klicka på enheten bredvid någon av positionsmåtten för att byta enhet (där kan stå cm eller tum, klicka till det står pt). I mitt veckoschema ska det finnas 1 rad i huvudet med datum och sedan 4 rader, 1 kolumn längst till vänster med klockslag och sedan 7 kolumner, 1 för varje dag. För enkelhetens skull flyttar jag min rektangel högst upp till vänster, då blir det lättare att räkna eftersom måtten då börjar på 0.

Höjden på rektangeln gör jag till 510 punkter, den första horisontella linjen ritar jag 50 punkter från ovankanten. Jag tar fram kalkylatorn på datorn och räknar ut att för att få 4 rader ska det finnas 3 linjer med 115 punkters mellanrum. Jag kopierar den första linjen och placerar kopiorna på rätt ställen. FileMaker hjälper till att placera dem rakt under varandra.

Bredden på rektangeln blev 735 punkter, för att få jämna siffror gör jag första kolumnen till 49 punkter och resten med 98 punkters mellanrum. jag drar en lodrät linje som jag sedan kopierar. FileMaker hjälper till att placera linjerna. (Siffrorna kan säkert göras enklare och jämnare, det blev så när jag ritade rektangeln som sedan avgör måtten.)

I kolumnen till vänster skriver jag några klockslag med textverktyget och placerar dem på “fri hand”.

Som rubrik för varje dag vill jag ha veckodag och datum, en vecka för varje post. Jag behöver två beräkningsfält, ett beräkningsfält som räknar fram datum för måndagen i veckan som ska visas och ett fält som räknar fram datum för alla veckans dagar. För det använder jag ett repeterat fält med 7 repetitioner.

Det första fältet kallar jag DatumMåndag och har följande formel:

GetAsDate ( "2016-10-31") + 7*(Get (Postnummer) - 1)

Jag börjar veckoschemat på 31 oktober 2016 (som är en måndag, det är viktigt) och för varje ny post lägger jag till 7 dagar. Jag använder funktionen Get (Postnummer) för att få reda på postens nummer i tabellen, multiplicerar med 7 för att få datum för nästa måndag. Fältet får ett datum på en måndag för varje post i databasen.

Det andra beräkningsfältet är ett repeterat fält, kallat DatumDagar, med formeln:

Extend(DatumMåndag) - 1 + Get ( BeräknatRepetitionsnummer )

Funktionen Extend behövs för att fältet DatumMåndag ska användas för alla repetitionerna och med funktionen Get ( BeräknatRepetitionsnummer ) blir det olika datum i alla repetitionerna. Eftersom jag minskar med 1 läggs det till 0, 1, 2 osv. till 6 till måndagsdatumet, dvs. jag får ett datum för veckans alla dagar från måndag till söndag. Tänk på att fältet ska repeteras 7 gånger, vilket anges längst ner till vänster i dialogrutan för beräkningsfält.

Veckoschema_ber1

Fältet DatumMåndag placerar jag i layoututrymmet till höger om den yta som skrivs ut så att jag ser att det blir rätt. Fältet ska aldrig skrivas ut.

Veckoschema_huvud

Jag vill ha både veckodag och datum i varje kolumn, på två olika rader. Enklast är att lägga in fältet DatumDagar två gånger ovanför varandra, det översta fältet utformar jag så att endast veckodagens namn visas och det andra utformar jag till att visa datumet.

Se till att samtliga 7 repetitioner visas horisontellt, det väljer du i Granskarens fjärde flik. Centrera innehållet i fältet med kommandot Justera Centrerad i menyn Utforma och gör det lika brett som kolumnerna med dagarna. Markera allt på layouten och flytta veckoschemat så det blir centrerat på sidan.

Sen är det bara att gå till bearbetningsläget och skapa så många poster som du vill ha veckoschema och skriva ut.

Ladda ner exempeldatabas: Veckoschema.fmp12

 

by Rolf at November 04, 2016 03:51 PM

November 01, 2016

Productive Computing Blog

FM Books Connector Online Edition Debuts Added FileMaker 64-bit and Mac Compatibility

Logo_FMBOE

The most recent release of our FM Books Connector Online Edition (FMBOE) plug-in (version 2) contains some pretty exciting updates. At least we think so. We have redesigned the plug-in for both FileMaker 64-bit and Mac compatibility.

Originally scripted with a C# wrapper, the plug-in was not compatible with the FileMaker 64-bit architecture. After extensive research, we were able to rebuild the plug-in with standard C++ libraries that enabled it to be 32-bit and 64-bit compatible.  This redesign allowed us to branch out and let the plug-in take on a more flexible nature.

With version 2, we knew it was important for us to also focus on Mac compatibility. While there have always been work arounds for Mac users who wish to accomplish a FileMaker and QuickBooks integration with the FMBOE plug-in (robot machine or Windows instance), it was important to us to provide our customers with a QuickBooks plug-in that was inherently compatible with the macOS.

Over one million customers use QuickBooks Online to send invoices, track sales and expenses, and manage their cash flow. The FM Books Connector Online Edition plug-in makes the user’s work flow even easier by connecting their FileMaker solution with their QuickBooks Online file. An integration allows users to push invoices and customers with the click of a button, or perform vendor or purchase order data exchanges, customer balance queries, time sheet imports, and more.

Version 2 of the FM Books Connector Online Edition features:

FileMaker 64-bit compatibility for Windows and Mac OS in addition to the existing 32-bit compatibility

A redesigned plug-in for improved performance meaning you get your work done even faster

Built-in authentication to allow the user to authenticate to QuickBooks Online using an in-app browser (Mac only). This makes it even easier and faster to begin your session and authenticate the plug-in with your QuickBooks Online file

Updated Developer’s Guide, Migration Guide, and Functions Guide to assist you with your integration

New installer packages for Windows and Mac for easier installation

Updated Demo file for a more enjoyable test drive experience

Verified compatibility with Mac OS 10.10 – 10.12, Windows 7/8/10, and FileMaker 13-15 (32-bit) and FileMaker 14-15 (64-bit)

QuickBooks Online gives its users the flexibility to work from anywhere with real-time information and the security of automatic software updates and data backups. With the FM Books Connector Online Edition plug-in you can utilize the flexibility of QuickBooks Online, while continuing to streamline your workflow with a QuickBooks and FileMaker integration. With a new suite of instructional videos and expanded compatibility it is easier than ever to accomplish an integration.

The FM Books Connector Online Edition plug-in is available for $120/user/yr with multiuser discounts available. Please contact sales@productivecomputing.com or call 760-510-1200 for more information. Visit www.fmbooksconnectoronline.com for more information and to download the demo.

by Stephanie Floyd at November 01, 2016 11:20 PM

October 25, 2016

FileMakerBloggen

Sök med SQL

FileMaker är känt för dess snabba och flexibla sökning. Det är inte många databasprogram som söker i alla ord i alla fält med ett en knapptryckning (snabbsök)! Sökning bland miljontals poster går på ett kick. Men ibland vill man visa sökresultatet i en portal och då är det inte lika enkelt, men inte heller så svårt :) .

I exemplet har jag en tabell med bilmärken som jag vill söka bland. Resultatet, som kan vara en eller flera bilmärken, vill jag visa i en portal som visas i en layout baserad på en annan tabell.

Portalsok_layout

När jag skriver en bokstav i sökfältet ovanför portalen vill jag att portalen omedelbart ska visa aktuellt resultat. I bilden har jag skrivit “ma” och portalen visar alla bilmärken som börjar med dessa bokstäver. Jag använder en manus-trigger som kör ett manus varje gång fältet ändras. Högerklicka på fältet i layoutläget och välj Ange scripttrigger i menyn. Jag har gjort ett manus som gör sökningen, i brist på fantasi har jag kallat det för Sök, som ska köras varje gång fältet ändras (VidObjektÄndra).

Portalsok_trigger

Jag har tidigare skrivit om hur du kan söka medan du skriver med fördröjning så att du hinner skriva några bokstäver innan FileMaker behöver göra en sökning, allt för att göra det “snabbare” för användaren och låta FileMaker slippa göra så mycket jobb. Denna gång görs sökningen direkt.

Sökningen gör jag med manuset Sök som faktiskt bara består av en enda rad. Det finns flera olika sätt att göra sökningen på, t.ex. att gå till en annan layout och söka med “FileMaker-sökning” och därefter gå tillbaka till ursprunglig layout, men denna gång använder jag en enkel SQL-fråga. Alla bilmärken finns i tabellen Bilmärken med fälten id_bilmärke (ett unikt id-nummer för varje post), Bilmärke och i vissa fall även Land. Från tabellen “Portalsök” vill jag söka början på alla bilmärken.

Jag använder en SQL-fråga som ser ut så här:

SELECT id_bilmärke FROM Bilmärken WHERE LOWER(Bilmärke) LIKE ?

Sökning görs på fältet Bilmärke i tabellen Bilmärken. För att kunna söka på både små och stora bokstäver omvandlar jag först innehållet till små bokstäver med SQL-funktionen LOWER. Som resultat returnerar jag id-numret för alla bilmärken som hittas. FileMaker har en funktion för att köra SQL-frågor, funktionen ser ut så här:

ExecuteSQL ("SELECT \"id_bilmärke\" FROM \"Bilmärken\" 
WHERE LOWER(\"Bilmärke\") LIKE ?";"";"¶";Lower(Portalsök::gSök) & "%")

Alla fält som innehåller “konstiga” bokstäver (ofta åäö) måste finnas inom citat-tecken för att FileMaker ska kunna förstå dem, därav \” före och efter varje fält- och databasnamn i SQL-frågan.

Den andra parametern till funktionen är skiljetecknet mellan de fält som frågan ger som resultat. Eftersom frågan endast returnerar ett fält (id_bilmärke) så anger jag en tom sträng.

Den tredje parametern är skiljetecknet mellan olika poster. Jag anger en radmatning för jag vill att varje id-nummer ska hamna på en egen rad i resultatet.

Den fjärde parametern är det jag vill söka efter, den ersätter frågetecknet i SQL-frågan. Jag har kallat fältet för Portalsök::gSök och lägger till ett procenttecken som talar om för SQL att söka på början av fältet. Även sökfältet omvandlar jag till små bokstäver med FileMaker-funktionen Lower.

Resultatet, som är ett eller flera id-nummer på lika många rader, tilldelar jag ett annat variabel-fält av typen Text i tabellen Portalsök. Portalen som ska visa resultatet är relaterad med tabellen Bilmärken, variabel-fältet och id_bilmärke är nyckel.

Portalsok_relation

SQL-frågan körs varje gång du skriver ett tecken i sök-fältet, variabel-fältet i Portalsök tilldelas med de hittade id-numren och portalen uppdateras med de bilmärken som hittas. Enkelt, eller hur?

Du kan ladda ner exempel-databas här: Portalsok.fmp12

by Rolf at October 25, 2016 02:57 PM

October 20, 2016

Productive Computing Blog

Introducing Core5 Starter Edition CRM – Intuitive, scalable, and pre-configured for QuickBooks

core5_blog_contact_info

CRM – that ubiquitous acronym you hear a lot in business. Customer Relationship Management or a Customer Relationship Manager can mean and do a lot of different things. It embodies how you handle your customers, how you structure your workflow, and how you build relationships with clients. The market is flooded with various CRMs for your business. Some are simple, some are robust, some are industry specific, and some service a broad spectrum of businesses. However, it is our opinion that the best CRMs are those built in FileMaker. FileMaker allows you to design simple, intuitive solutions, as well as complex, specialized, and expansive databases, capable of processing and analyzing mass amounts of data.

Our latest offering builds upon to the existing repertoire of FileMaker CRMs, but what sets it apart is it beautiful simplicity, unlimited possibility, and affordable price tag. If you are looking to get started with FileMaker and (or) are interested in quickly integrating your QuickBooks file with a CRM, the Core5 Starter Edition CRM is the perfect pre-built solution for you.

This solution is designed to integrate with your existing QuickBooks company file (Desktop or Online). After purchasing our FM Books Connector or FM Books Connector Online Edition plug-in, you can quickly import your contacts, tax rates, items, and vendors in to the Core5 and then begin pushing contacts and invoices to QuickBooks and pulling payment and balance information back into Core5.

Some of you may be familiar with our existing Core products, the Core5 Starter Edition joins this family and provides an option for those who are interested in a simplified, yet surprisingly versatile, CRM solution.

The Core5 allows you manage the following aspects of your business.

Contacts: The Core5 is designed for you to easily import your contacts from your QuickBooks file or other data source. Once you are up and running, you can easily add leads, customers, and vendors.

core5_blog_contact_info

In the Contacts module you can also track related notes, maintain appointments and to dos, and link contacts to estimates, orders, invoices, and documents.

core5_blog_contact_info

core5_blog_contact_info

core5_blog_contact_info

Sales: Create estimates, orders, and invoices for contacts and track your sales progress as deals develop.

 

core5_blog_contact_info

core5_blog_contact_info

 

Integrate with QuickBooks to easily push invoices to QuickBooks and pull invoice balance information back into the Core5 for your team to view.

 

core5_blog_contact_info

 

Documents: Go paperless with secure document storage, link documents to related contacts and tag with keywords and descriptions.

 

core5_blog_contact_info

 

Dashboard: Managers can use the Dashboard to analyze various graphs and charts on customers and sales and get an overview of contacts, to dos and appointments, and all sales transactions. The bookkeeper can use the Dashboard to perform batch pushes of contacts and invoices.

 

core5_blog_contact_info

core5_blog_contact_info

core5_blog_contact_info

 

There are three licensing options for the Core5 Starter Edition:

1. Free Core5 Starter Edition Desktop – A free, single-user desktop CRM. This is a great option if you are a one man team and want a quick way to get started with a CRM.  Interested in taking Core5 for a trial run? We encourage you to order this free runtime solution as a way to get an idea of what the Core5 Starter Edition can do. However, this version of the Core5 Starter Edition is not customizable and all infomation is local to the machine it is installed on.

2. Core5 Starter Edition SaaS – This is the ideal option for a team. We host the solution allowing you and your team to work seamlessly across iPad, Windows, Mac, and the web. Customization is available for an additional fee, and we provide all necessary FileMaker licensing.

3. Core5 Starter Edition Site License – The site license is fully unlocked allowing you to customize it to your heart’s desire. You also have the ability to host the file for mobile and multi-user access.

All plug-ins for QuickBooks integration are sold separately.

Please visit www.Core5CRM.com for more details, to request your free runtime, and for additional product and training resources.

by Stephanie Floyd at October 20, 2016 05:52 PM

October 05, 2016

DB Services | Articles

FileMaker and Stripe Integration

Payment Processing in FileMaker using Stripe

Imagine a company called Larry’s Landscapers. It’s a landscaping company that uses FileMaker in variety of ways as part of its day to day operations and has a group of customers for which it maintains lawns and driveways on an as needed basis. Wouldn’t it be great if Larry could provide these customers with the same sort of payment convenience that we’ve all become used to when paying recurring bills? That is, give them the ability to provide payment information just once and then reuse that information, in an easy and secure way, for any and all future payments? Well, Larry, or any business for that matter, can do just that by integrating the Stripe payment platform with their FileMaker solution.

Watch on Youtube: FileMaker and Stripe Integration

Creating a Stripe account

First, you’ll need a basic Stripe account. They are free, can be created with just an email address and by default are set up for testing.

FileMaker And Stripe Account Creation

Once you have an account, the only piece of information you will need for testing is your Test Secret Key. It can be found in the API Keys tab of your Account Settings via the Stripe dashboard. This key will be passed to Stripe as a means of account authentication.

FIleMaker And Stripe API KeysProcessing a test payment

Processing a payment via Stripe requires two steps and both steps entail POST requests, which are accomplish via the BaseElements Plugin and its BE_HTTP_POST custom function.

Creating a customer

Step one is a request for a customer object and is made via BE_HTTP_POST with the following parameters:

  • stripe customer url
  • payment source, e.g. if a credit card, then “card”
  • customer name
  • credit card number
  • credit card expiration month & year
  • credit card security code
  • stripe account test secret key

An example of the BE_HTTP_POST function call would look like this:

BE_HTTP_POST ( “https://api.stripe.com/v1/customers” ; “source[object]=card” & “&source[number]=” & $cardNum & “&source[exp_month]=” & $expMonth & “&source[exp_year]=” & $expYear & “&source[cvc]=” & $CVC & “&source[name]=” & $customerName ; $testSecretKey ; “” )

The parameters passed in this example represent the standard minimal amount of customer information for a credit card. Additional information, like the cardholder’s address, can also be passed along as part of the customer request. You can refer to Stripe’s API documentation for more details.

A successful customer request results in Stripe creating a customer and returning a customer object, which, like all objects returned by Stripe, is in JSON format.

A customer is Stripe’s secure way of allowing users to create a reusable means by which to charge the same payment source multiple times. It’s secure because all the customer data is stored on their servers. (Servers which have been audited by a PCI-certified auditor and are certified to PCI Service Provider Level 1.) It’s easy because, once a customer is created, all that’s needed for processing a payment is the id of the customer object because this id now represents the customer and all their information.

FileMaker And Stripe Customer ID

Processing a payment

Step two processes the payment by requesting a charge object and is made via BE_HTTP_POST with the following parameters:

  • stripe charge url
  • charge amount as total amount of the smallest unit of the charge currency, e.g. if USD, then 1 cent
  • currency of the charge, e.g. if USD, then “usd”
  • customer object ID
  • stripe account test secret key

An example of the BE_HTTP_POST function call would look like this:

BE_HTTP_POST ( “https://api.stripe.com/v1/charges” ; “amount=” & $amount & “&currency=” & $currency & “&customer=” & $tokenID ; $testSecretKey ; “” )

As with the request for a customer object, the parameters passed in this example represent the standard minimal amount of charge information. Additional information, like a description of the charge or an email address to send a receipt to, can also be passed along. As before, you can refer to Stripe’s API documentation for more details.

A successful charge request results in Stripe returning a charge object. It contains various details about the charge, like if the charge itself was successful, the type of charge it was and how it was verified.

Failed requests and error objects

Stripe has extensive error handling and will return an error object whenever a requests fails.

FileMaker And Stripe Error Object

Going live

Moving beyond testing and processing real payments with Stripe requires the activation of your Stripe account via an account application. Then, once live, you just use your Live Secret Key in place of your Test Secret Key.

Conclusion

Integrating a FileMaker solution and Stripe is both straightforward and simple, and the result is an efficient and secure way for any business to process a wide variety of payments.

Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.

DownloadDownload FileMaker and Stripe Integration

Please complete the form below to download your FREE FileMaker database file.

by Damien Howell at October 05, 2016 11:23 AM

September 25, 2016

FileMakerBloggen

Radnummer och platsnummer

Det finns många tävlingar på hösten och en del arrangörer använder FileMaker för administration av tävlande och redovisning av resultat. FileMaker fungerar såklart alldeles strålande även för denna uppgift!

Det som kan ställa till en del huvudbry är hur man hanterar om två eller flera deltagare hamnar på samma resultat, dvs. samma tid eller samma poäng. Vem av dem kommer först? Eller ska alla med samma resultat dela en placering? Om det inte går att skilja dem åt är det vanligt att de får samma placering.

Jag har gjort ett enkelt exempel.

Radnr_1

I exemplet är det en post per tävling/gren och en portal med de tävlande. I den vänstra kolumnen finns radnummer och sedan platsnummer, namn och tid (i exemplet vinner deltagaren med kortast tid). Databasen innehåller 2 tabeller, en med tävlingar/grenar och en med resultaten. Portalen är sorterad efter tid i stigande ordning.

Radnumret fås genom att sätta in variabeln Postnummer ({{Postnummer}}) på portalraden. Placera insättningspunkten där du vill att den ska hamna och välj Postnummer i menyn Sätt in. I bearbetningsläget visas nu radnummer som ökar med 1 för varje portalrad. Samma variabel kan användas utanför portalen och visar då postens nummer i aktuell sorteringsordning. Jag har placerat ut variabeln Postnummer även upptill till höger på layouten.

Platsnumret är lite svårare och kräver en beräkning. Jag har räknat antal deltagare med ett bättre resultat och adderat 1 för att få platsnummer på respektive deltagare. För det har jag gjort en s.k. själv-relation, en relation mellan samma tabell.

Radnr_2

Relationen är mellan Resultat och ResultatFöre (som alltså båda är samma tabell). Tanken är att relationen ska visa alla deltagare i samma tävling/gren med bättre resultat än aktuell deltagare. Relationen ser ut så här:

Radnr_3

Det är viktigt att jämförelsen görs i samma tävling/gren (därav fältet id_tävling i relationen) och sedan görs en jämförelse med fältet Tid så att relationen får fram alla med bättre tid i samma tävling/gren.

Beräkningsfältet Platsnummer ser ut så här:

Count(ResultatFöre::id_resultat) + 1

Beräkningen räknar antalet resultat som är bättre och lägger till 1.

Beräkningen kan också göras med funktionen ExecuteSQL och ett SQL-kommando, då behövs inte själv-relationen. Det finns exempel på SQL-beräkning i exemplet också, den ser ut så här:

ExecuteSQL ("SELECT COUNT(id_resultat) FROM Resultat 
WHERE \"id_tävling\" = ? and Tid < ?"; ""; ""; 
Resultat::id_tävling; Resultat::Tid)

Ladda ner exempelfil: Radnummer.fmp12

by Rolf at September 25, 2016 07:44 AM

September 14, 2016

DB Services | Articles

Integrating FileMaker and Salesforce using Zapier

Integrating FileMaker and Salesforce Using Zapier

As new technologies emerge with their own unique strengths and weaknesses, it can be difficult to choose which ones to use. This can be especially difficult to choose within companies. One department may find one program suits their needs very well, while another one that works closely with it may find some of its limitations unappealing. This can lead to many different programs being used within the same organization, but having information in one program but not another can cause confusion or slow response times. This makes integrations with different systems especially vital to maintaining efficiency.

Fortunately, Zapier has come along to help make integrations far easier. Zapier is a website which allows over 100 different applications to integrate basic actions with one another. For example when creating a record in one application, with Zapier you can integrate another application to create a record in that application at the same time.

Zapier can even be used in FileMaker! In this example I will demonstrate how to use Zapier and Webhooks to automatically create a lead in FileMaker when one is created in Salesforce. This is just one of many potential uses for integrating different apps to FileMaker using Zapier.

Watch on Youtube: Integrating FileMaker and Salesforce using Zapier

How to set up Salesforce integration with Zapier. 
To start out, go to the Zap Editor. The first step is to set up the trigger in Salesforce.  For this demo have the trigger be when a new lead is created.  Be sure to have a Salesforce account set up, and at least one lead created.

FileMaker Choose Salesforce

Once you have it set up, test the connection and ensure that the information pulled from Salesforce is accurate

Setting up Webhook, PHP file.
Now that we have our trigger set up in Salesforce, we can now build our action to create the lead directly in FileMaker when one is made in Salesforce. Select Webhooks as your app, and POST as your action.

FileMaker Choose POST

Now we get to the real meat of the setup. Here we will construct the fields that we want to pass into FileMaker from Salesforce. You will need to create a Custom Web Publishing PHP file that will grab the parameters you input and pass them along into FileMaker.

First enter in the URL where your PHP file is hosted, the Payload type as form, and the lead data you want put into the FileMaker leads. Be sure to put the key names the same as you do in your POST variables in your PHP files.

FileMaker Setup Webhooks

Lastly, look over the preview page, and test out the Zap. If everything is setup correctly, it should come back successful and create the lead in your FileMaker system.  From now on, whenever a lead is created in your Salesforce account

FileMaker New Lead Salesforce

it’ll automatically get created in your FileMaker.

FileMaker New Lead FileMakerFurther Automation Using Multi-Step Zaps

Zapier isn’t limited to just one action though. Recently they rolled out a feature called Multi-Step Zaps to allow additional actions for every one trigger. This means that one event that a user inputs, dozens of additional steps could be further automated. This can help avoid tedious tasks and greatly speed up workflows. For example, using Mailchimp could allow users to automatically email any newly created leads with anything from their account information to potential products or nearby events that may interest them. You can even make further calls to your FileMaker system, such as generate new proposals for the leads or assign the lead to a salesperson on your staff. These are just a few examples of how Mailchimp, Salesforce, and FileMaker can be integrated using the flexibility and power of Multi-step Zaps.

Conclusion

With the power of Zapier, different applications can be integrated into your FileMaker solution and overall business with ease. The great potential of integrating various platforms and automating the many tasks within them with Zapier can greatly increase productivity and enormously speed up company wide workflows.

Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.

DownloadDownload Integrating FileMaker and Salesforce Using Zapier

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by Ian Haas at September 14, 2016 11:08 AM

September 13, 2016

FileMakerTalk

Amazon's AWS for Hosting & Audit Logging

Matt & Matt talk about using Amazon's AWS for hosting your FileMaker solutions. The new licensing model doesn't favor shared hosting anymore, so getting your own dedicated server may be easier with AWS. Audit logging is also a covered topic.

by Matt Navarre and Matt Petrowsky at September 13, 2016 07:40 PM

Find Your Moose: Chicago

Matt Navarre talks with Molly Connolly and Jason Mundok about the Find Your Moose conference that recently completed in Chicago IL.

by Matt Navarre and Matt Petrowsky at September 13, 2016 07:40 PM

August 25, 2016

Linear Chat

Top Hits of FM 15

Here’s a little update from my previous blog “Let’s Get Certified”… I passed! Now I am proudly a part of the certified developers of FileMaker.  Having achieved both version 13 and 14 certification it is now time to get ready for…. version 15! Instead of going on about how to prepare for the next exam,...

by Sarah Sigfrinius at August 25, 2016 09:27 AM

August 10, 2016

DB Services | Articles

FileMaker Cross Platform Notifications

FileMaker Cross Platform Notifications

Keeping a large team of mobile users informed and updated with information vital to their jobs is essential in this modern world, but not everyone has an iOS device and even if they did, it’s not practical to have the app open and waiting for the information. One solution is to keep your users informed with the use of notification. Using native FileMaker and a service called Pushover we can easily leverage cross platform notifications with advanced features like message priority, which allows you to repeat a notification until the user acknowledges it.

Watch on Youtube: FileMaker Cross Platform Notifications

Pushover Icon

Creating a Pushover Account

To begin we will need a free account with Pushover.net. All pricing involved with Pushover.net is through the purchase of their apps for a users device. Each app costs 5 dollars, and then you are able to send up to 7,500 notifications a month without any additional cost.  After you have created an account you need to navigate to the Pushover Apps & Plugins page and create a new application. Once you have created a new application copy and paste the application API Key into the demo file.

Retrieving a Users Pushover ID

We can easily download a user’s Pushover ID into FileMaker by making a simple post call using Insert from URL. The url you will be posting to is api.pushover.net/1/users/login.xml and the api requires 2 parameters, email and password. Below is an example of the full URL request.

insert from url
"httpspost://api.pushover.net/1/users/login.xml?email=" & $email & "&password=" & $password

Managing Groups

One great feature of Pushover you can take advantage of is groups. Groups allow you to manage your users and then send out a notification to that segment of users all at once. You can create a new group from the Pushover Groups page. Once you have created your group you can use the generated group key to add and remove users, and disable/enable a user in the group all from within FileMaker using a simple rest api. Another useful feature of groups in Pushover is the subscription feature that allows for anonymous users to sign up to receive notifications and be automatically added to a group.

Sending Messages

Sending a message is very similar to all the other api calls not surprisingly. The api endpoint for sending a message is api.pushover.net/1/messages.xml or api.pushover.net/1/messages.json. And there are quite a few parameters you can include to customize your message. Below is a list of all the available parameters.

FileMaker Send Notification

Required Parameters

  • token – Pushover application token/id
  • user – Can be userID or groupID
  • message – Must be URL encoded
  • retry – required if priority is 2. Time in seconds to wait between retries until acknowledged. Min of 30
  • expire – Required if priority is 2. Time in seconds to keep retrying until acknowledged. Max of 86400 seconds or 1 day

Optional Parameters

  • device – Device name, if left empty all of a user’s devices will be notified
  • title
  • html – if set to 1, will allow for html tags in the message which will allow the use of the following tags; bold, italic, underline, font-color, and html links
  • timestamp – a unix timestamp in CST time zone ex: 1331249662
  • priority – The priority of the message ranging from -2 to 2. The default “Normal” priority of 0 will be set if left empty
  • url
  • url_title
  • sound – if left empty, the users default will be used, if no default then “pushover” will be used

Full API Reference

Conclusion

With a few api calls you can easily extend FileMaker with the ability to communicate with a mobile work force on virtually any device including iOS Devices, Android Devices, and Web/Desktops. Through the use of messaging groups you can also easily manage who should receive what alerts and when. Pushover’s advanced features give you a lot more control than something like text messaging and allows you to brand your notifications, change the messages sound, set the message priority, and manage whether a user is enabled or disabled in a group.

 

Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.

DownloadDownload FileMaker Notifications Database

Please complete the form below to download your FREE FileMaker database file.

by Mason Stenquist at August 10, 2016 12:18 PM

July 18, 2016

FileMakerBloggen

Timeline with web viewer

There are a lot of good-looking and useful Javascript libraries. The good thing is they can be integrated into a web viewer in FileMaker. It is even possible to interact with the web viewer, display more information or navigate to a certain FileMaker record using the fmp protocol. A couple of years ago (times goes by..) I wrote about an interactive map of Sweden.

Lately I was in need to show events in a timeline. It might be made in FileMaker, but it is a lot easier using one of the Javascript libraries easily found on the internet. Without much consideration I choosed a library called VisJS.

The events are all in one table with an id, a date, a name, and a little bit longer comment. In this sample I have entered information about FileMaker versions (the dates are approximated) in an Events table. The information is from Wikipedia, and this blog.

Timeline_events

 

The VisJS library needs an array in JSON format for the data to be displayed. I added a calculation field, Info, in the Events table for the JSON representation of one event record, it looks like this:

"{ id: " & id_event & ", start: new Date(" & Year(EventDate) & ", " & 
Month(EventDate) & ", " & Day (EventDate) & "), content: '" & Content & "'}"

A JSON record begins with { and ends with } and it is all text concatenated with the & operator. In the JSON record I have 3 fields: id, start and content. The “start” field is a Javascript date field, and the “content” field is the text which is going to be displayed for each event in the timeline. I need the “id” to make the timeline interactive.

I have an interface table, TimeLine, with a global text field, gHTML, where I have copied the HTML code from “basic example” found at the VisJS web page. The links to the library itself and its CSS are changed to a CDN, which means you will need internet access when you open the database in order to show the timeline.

In the HTML template I have a placeholder (<!TIMELINEDATA!>) for the JSON timeline data, like this:

...
var items = [
<!TIMELINEDATA!>
 ];
....

At the interface layout I have a web viewer with the following formula:

"data:text/html, " & Substitute(Timeline::gHTML;"<!TIMELINEDATA!>";Substitute( List ( Events::Info ); "¶";","))

The formula substitutes my placeholder in the HTML template with real data. All the JSON events for all event records are assembled with the List function. I use a cartesian relation to get all the events from the Events table. All new lines are also replaced by a comma (you can’t have new lines in the content field) just to make it valid JSON.

To make the timeline interactive I added one Javascript event to the HTML template, a function I found in VisJS called “timeline.on (‘select’)”, which means it will be executed when I click (select) on one of the events. The Javascript does only one thing, it calls a script in the FileMaker database using the fmp protocol with the id of the event as parameter. It calls the FileMaker script ViewEvent which does a single Set field script step, only to show more information about the selected event below the timeline.

Timeline_sample

 

Information about the selected “FileMaker Pro 15″ event in yellow is displayed below the timeline.

Please feel free to download a sample database and add whatever events you like.
Download Timeline.fmp12

Update 2016-07-19: Thanks for all the positive feedback! I did a new version of the sample file with tabs for the timeline and the HTML template. Actually I also got rid of a global field, gHTML, at the same time. It is now a layout object, a technique I have mentioned before. It is also possible to rename the sample file and maintain the functionality,

Update 2016-07-20: Adjusted month number by -1, in Javascript month is between 0 and 11 instead of 1-12. I seem to forget that all the time :) The sample file nr 2 is updated accordingly. Thanks for noticing James!

Download Timeline2.fmp12

by Rolf at July 18, 2016 09:21 AM

June 30, 2016

FileMakerBloggen

Vanliga frågor juni 2016

Vi får väldigt många frågor om FileMaker av skiftande karaktär. Här kommer några av de vanligaste svaren från vårens frågor. Följ mig på Twitter (@rolfclausen), jag skriver regelbundet fler nyttiga (och onyttiga) tips där. Vill du ställa en fråga? Skicka epost, kontakta mig på Twitter eller chatta (nere till höger).

Kan jag få reda på information om en bild i ett container-fält?

Funktionen GetContainerAttribute ger intressant information om en bild. Du anger 2 parametrar till funktionen, den första är container-fältet och den andra vilken information du önskar. Du kan ange t.ex. “image” för att få reda på bredd och höjd, “photo” visar information om kameran, orientering, gps-koordinater mm, eller “all” för at få all tillgänglig information. Funktionen kan t.ex. se ut så här:

GetContainerAttribute(Bilder::Bild;"photo")

Som resultat får du t.ex.

Orientation: 1 (Normal) 
Created: 2016/02/19 08:38:33 
Modified: 2016/02/19 10:00:26 
Latitude: 55.715522 
Longitude: 13.173867 
Make: Apple 
Model: iPhone 6

Samma funktion använder du för att hämta information om t.ex. streckkod och signatur på en iOS-enhet.

Går det att göra en egen start- och slutsida för WebDirect?

Startcentret i WebDirect må vara praktiskt, snyggt och lättanvänt men ibland vill du göra en egen startsida med t.ex. mer information om de olika databaserna, som också kan vara den sida som visas när användaren stänger WebDirect. Du ersätter startsidan med en helt egen HTML-sida med valfritt innehåll. På sidan gör du knappar/länkar för att öppna databaserna i WebDirect. De ska se ut så här:

http://SERVERADRESS/fmi/webd?homeurl=http://SERVERADRESS/egensida.html#MinDatabas

Byt ut SERVERADRESS mot ditt server-namn eller ip-adress och MinDatabas till ditt databasnamn. Spara HTML-sidan med namnet egensida.html och placera den på servern där FileMaker Server finns. HTML-filen ska placeras i mappen HTTPServer\conf på Windows och HTTPServer/htdocs på OS X.

Du går sedan till

http://SERVERADRESS/egensida.html

för att se den. När du loggar ut från WebDirect kommer du tillbaka till samma sida.

Jag vill beräkna statistikfält med en knapp, går det?

Statistikfält beräknar över alla poster du har hittade, t.ex. en summa av ett fält på alla poster. Det kan ta en stund om det är många poster och vill du inte se resultatet alltid går det att gömma beräkningen till senare för att spara tid. När du klickar på en knapp görs statistik-beräkningen, du väntar den tid det tar och ser sedan resultatet.

Placera statistikfältet på layouten där du vill se resultatet, men välj att dölja fältet med Dölj fält i Granskaren. Lägg t.ex. till ett globalt fält som har värdet 0 till att börja med och använd formeln GlobaltFält = 0 i rutan för Dölj objekt vid. Gör sedan en knapp som sätter värdet i GlobaltFält till 1, först då beräknas statistikfältet.

Går det att radera en fil med FileMaker?

Det går att radera en fil, både med FileMaker Pro och FileMaker Go. Du ser till att ha inga poster hittade i en tabell och exporterar sedan en fil. Eftersom det inte finns något att exportera skapas det ingen fil, men om det redan finns en fil med samma namn så raderas den.

Jag har gjort en liten exempeldatabas som du kan prova, det finns 2 st knappar: en knapp för att exportera filen testfil.txt till dokumentmappen, och en knapp för att exportera en tom fil med samma namn, dvs. radera den fil som exporterats.

 

Raderafil_bild

 

Ladda ner exempeldatabasen här: Raderafil.fmp12

by Rolf at June 30, 2016 01:44 PM

June 28, 2016

HOnza’s Bits @24U

How and why I won the FileMaker DevCon Developer Cup

Post image for How and why I won the FileMaker DevCon Developer Cup

When the first FileMaker DevCon Developer Cup took place at FileMaker DevCon 2014 many people asked me why I was not participating. So I applied for the next one in 2015. I was selected out of the over 1500 attendees to be one of 12 actually competing, and I won both the separately evaluated design challenge and the whole contest as well, to become a proud FileMaker DevCon 2015 Developer Cup Champion.

Now, 3 weeks before the next DevCon 2016, when people are thinking of participating in the new FileMaker Developer Challenge, I am going to reveal, why I decided to participate in the Developer Cup last year, what I did to win it, and what it has given me in the end.

Continue reading: How and why I won the FileMaker DevCon Developer Cup

by HOnza at June 28, 2016 12:39 AM

June 24, 2016

June 23, 2016

Linear Chat

Re-frame your work or just Compose it – PHP Frameworks

In this post I will talk about the trending PHP frameworks. Over the past 6 months I have been hearing a lot about the Laravel Framework. Being a more database focused developer I have tended to use Yii. After exploring Symfony 3 and the doctrine component I started to like the way it was put...

by Warren Tucker at June 23, 2016 09:49 AM

May 15, 2016

FM Success Tips

386_FM_Success_Tips

Lee Strong, with 23 years of database and FileMaker experience, and Dr. Andy Cohen, with 25 years experience in IT development for fortune 500 companies, discuss valuable tips and hard to find tricks which enhance developing applications in FileMaker Pro. These guys give an informative overview of not only the hidden stuff but also consulting issues such as project definition, pricing and scope as well as a regular review of functions and script commands. They also make a point of having a lot of fun!

May 15, 2016 05:28 PM