Planet FileMaker

... helping to feed the FileMakers ...

Contact | Random URL | FM Help Daily | Forums

December 02, 2016

Databuzz

FileMaker Inc. Releases Xero eBook

filemaker-xero-ebook

FileMaker Inc. have put together a number of resources outlining the benefits of Xero integration with a FileMaker custom app, focussing on how to eliminate duplicate data entry between FileMaker and Xero and centralise your Customer, Inventory and Invoice data whilst protecting your Xero financial data. I’m pleased to report that our recent Xero Webinar and our fmAccounting Link (Xero Edition) solution are both featured.

You can access the eBook and other resources from the FileMaker Inc website. If you would like to discuss integrating Xero with your FileMaker business app please get in touch.

by Andrew Duncan at December 02, 2016 09:11 PM

November 30, 2016

Databuzz

Coming Soon – fmEcommerce Link (WooCommerce Edition)

Earlier this year we published a series of articles about FileMaker and eCommerce Integration, highlighting our use of External SQL Data Sources (ESS) to make our online store orders visible in our internal FileMaker CRM. We’ve been using this method of integration successfully for many years and it has saved us countless hours by not having to manually re-enter online orders in our main FileMaker business app and our accounting software (Xero).

That was until recently when we started getting this error message every time we navigated to the online orders layouts:odbc-error

Suddenly we could no longer see our online order records! Everything was still working on the website and orders were still being submitted successfully (we receive an email for each order) so we started troubleshooting this to try and get to the bottom of it. After many frustrating hours we still could not establish the ODBC connection to our server, so we made contact with our web host and opened a ticket explaining our issue and describing how this had previously worked fine for many years. We were then informed that they had disabled remote MySQL access for security reasons and there were no exceptions – talk about a great way to annoy your customers by switching off access and not informing your customers about this!

It was still possible to connect but you had to create an SSH tunnel first – we then wasted another couple of days setting up the SSH tunnel which would work but then drop out, and we had issues with automating this so it could run when the server wasn’t logged in. After many days of frustration and lost productivity I decided to abandon the SSH tunnel efforts as it was proving too unreliable and too look at other options. Databuzz specialises in FileMaker integration and having recently written an article on working with eCommerce APIs and Webhooks I revisited my article and knew what needed to be done.

Our website stores are built with WooCommerce, a popular plugin for WordPress that powers over 39% of all online stores. WooCommerce offer both a push and pull API so you can have new orders automatically pushed to a server, and also download new orders on demand (e.g. get all new Orders today). The push option is the more complicated of the two options as it requires FileMaker Server, Customer Web Publishing, PHP pages and Webhooks to be setup, so we decided to focus initially on the WooCommerce REST API as that allows us to query WooCommerce for any new Orders and download the data directly into FileMaker. This can be run regardless of whether the file is hosted with FileMaker Server or just using FileMaker Pro, and we can also setup server side schedules to run each night and download new data. The REST API also allows us to push data from FileMaker to WooCommerce, such as Product updates, which is something customers have requested in the past.

Fast forward a few months and we are in the final stages of development and testing of our latest product – fmEcommerce Link (WooCommerce Edition):

preview-home

fmEcommerce Link is our solution to connecting FileMaker to WooCommerce when you can’t make a direct ESS/ODBC connection – you use the fmEcommerce Link file to query your WooCommerce store for new orders, product inventory changes, new customers and also to push data back to WooCommerce such as new Products. You can link the fmEcommerce Link file to your existing FileMaker solution to push orders from WooCommerce into your main FileMaker business app, or recreate the same functionality inside your FileMaker business app as the fmEcommerce Link will be 100% unlocked for you to explore.

Here’s some screenshots showing data that we have downloaded from our test WooCommerce site:

preview-order-details

preview-orders-list

preview-products-list

I’ll be posting some videos demonstrating the core functionality of fmEcommerce Link over the coming days and would love to hear any feedback from existing FileMaker/WooCommerce users about any features you would like to see in the product – just leave a comment below.

by Andrew Duncan at November 30, 2016 03:00 PM

November 25, 2016

Databuzz

fmAccounting Link (Xero Edition) Updates – Reports and Invoice Attachments

We love hearing back from our customers about new features/examples they would like to see in the core fmAccounting Link (Xero Edition) file. We recently had some requests for examples showing how to upload files/attachments from FileMaker to an Invoice and the ability to download a Report from Xero to FileMaker.

We’ve had the Files API on our list of future enhancements as well as the Reports endpoint for a while, so we took this opportunity to dive in and get some of the basic functionality for these developed so our customers can start using them now.

For the Reports endpoint we’ve started with the Trial Balance report – we’ve created a new Reports module in the fmAccounting Link file that we will add to over time with additional reports that are available via the Xero API. The Trial Balance report lets you specify the date to run the report as at, and then the report is downloaded into the fmAccounting Link (Xero Edition) file and looks like this:

trial-balance-report

For the Invoice Attachments we’ve added a new TAB to the Invoice details layout allowing you to select a file to upload to Xero and attach it to the current Invoice:

invoice-attachments

You can upload up to 10 attachments (each up to 3mb in size) per invoice, once the invoice has been created in Xero. To keep things simple we’re not storing the selected file in a container field – we’re just storing the path to the file (you can change this behaviour in your version of the fmAccounting Link file). You can upload the common file formats, such as PDF, JPG, Word, Excel and PNG files, and you can specify for each attachment whether to include that in the Online Invoice so that the attachment appears when a user clicks on the online invoice link. A full list of file types that you can upload is available on the Xero website.

One limitation of the Attachments API at the moment is that you cannot currently delete an attachment in Xero from FileMaker – you will need to login to Xero to delete any attachments that have been uploaded to an Invoice.

We’re working on the Prepayments endpoint next and should have that finished in December, and then we’ll start adding more of the Reports that are available via the Xero API. If there’s any examples that we don’t currently have that you would like to see please get in touch and let us know. Further details on fmAccounting Link (Xero Edition) including the full list of examples are available on the fmAccounting Link (Xero Edition) product page.

by Andrew Duncan at November 25, 2016 05:30 AM

November 18, 2016

Databuzz

FileMaker 15 Certified Developer

Databuzz is pleased to announce that Andrew Duncan recently passed the Developer Essentials for FileMaker 15 Certification Exam and is now FileMaker Certified in v8, 9, 10, 11, 12, 13, 14 and 15. FileMaker 15 Certification is the official credential offered by FileMaker, Inc.

FileMaker Certification is your validation that you are hiring an experienced FileMaker professional who has technical knowledge of the complete FileMaker product line and has passed the “Developer Essentials for FileMaker” certification exam. Being a certified developer demonstrates to clients, peers and management that you’ve achieved an essential level of knowledge, experience and skills in developing FileMaker solutions.

certified_15_logo_4clr

by Andrew Duncan at November 18, 2016 03:57 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 11, 2016

Databuzz

Credit Card Tokens and Payment Processing Video

Recently we wrote an article about the benefits of automating the processing of credit card payments using your FileMaker solution and why you shouldn’t be storing unencrypted credit card numbers in your FileMaker database. We wanted to demonstrate how easy it is to tokenise a credit card number and then charge that token when processing a transaction so we put together a short video demonstrating this. We’re using the eWay Payment Gateway in this example.

You can watch the video below or directly on YouTube via this link.

by Andrew Duncan at November 11, 2016 03:56 AM

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 13, 2016

Productive Computing Blog

Introducing BYO Cloud Setup, Consultation, and Account Management Services

 

FMCloud_logo_website

FileMaker’s newest offering, FileMaker Cloud, is available through the Amazon Web Services Marketplace and provides reliable access to custom apps in the cloud. Users can get the simplicity, performance, and reliability they’ve come to expect from the FileMaker Platform without having to spend time and resources deploying and maintaining a traditional on-site server. With FileMaker Cloud you’ll get low up-front costs, speedy deployment, minimal administrative overhead, instant scalability, and more.

In order to help our customer’s get started with FileMaker Cloud, we have two new services available.

1. BYO Cloud Setup and Consultation – To someone unfamiliar with AWS, setting up a server may seem daunting and could take more time than you have available. Our FileMaker certified developers and Amazon Web Services experts will set up and configure your entire FileMaker Cloud and AWS account for you.

Licensing: We can help you purchase your licensing through the Amazon Marketplace or you can bring your own license. FileMaker Cloud requires FileMaker Licensing for Teams: hourly or annual. It is possible to convert existing FLT licenses to FileMaker Cloud. FileMaker allows a 30 day transitionary period for these conversions.

Instance Type Selection: Depending on your needs, usage, and computing power we will help you choose what type of instance (t2.small, t2.medium, m4.xlarge, etc.) you will want to purchase.

Storage Space Requirements: Based upon the size of your FileMaker solution and desired backup disk space, we can help you ensure that you’re only paying for the space you need.

SSL Certificate Installation: FileMaker Cloud accounts come with a free 90 day trail of a Comodo SSL certificate. If you intend to bring your own SSL certificate, we can install that for you.

FileMaker Cloud Dashboard Review: If you would like to monitor your AWS account going forward, we can walk you through the details and explain each metric on the dashboard.

Backup Process Explanation: It is important to understand how you can access your backups. We’ll show you how to preserve a specific backup and how to restore your solution back to a specific point.

ESS / ODBC / JDBC Access: Stands for External SQL Data Sources, Open Database Connectivity, Java Database Connectivity and deals with data transfer and database accessibility.

Plug-in Installation: FileMaker Cloud supports Linux based plug-ins. It is a good idea to check with your plug-in provider for availability of Linux plug-ins.

FileMaker Database Upload: Once your server is up and running, we’ll make sure your solution is correctly migrated and ready to be accessed.

Hosted File Connection Instructions: In order to take full advantage of the remote access features available with hosting, we’ll provide connection instructions on how to access your database from FileMaker Pro, FileMaker Go, and FileMaker WebDirect.

Consultation for FileMaker Cloud and AWS: Our Setup and Consultation package includes consultation services to train you how to manage your FileMaker Cloud account yourself. We can instruct you in FileMaker Cloud management, AWS navigation, and FileMaker Cloud billing.

2. The BYO Cloud Managed Service plan includes all labor associated with maintaining your server.  Our AWS experts and FileMaker certified developers will monitor and maintain your FileMaker Cloud so you don’t have to.

Maintenance of your Server – We will handle all coordination and “rollout” of OS and FileMaker Cloud updates.

FileMaker Cloud License Management – If you need to “scale up” and add connections, we can provide assistance adding connections and updating your licenses.

Instance Adjustments – As your organization and hosting requirements grow, we can upgrade you to a larger instance, giving you more file space and faster computing power.

Storage Space Expansions – Is your solution growing? Upgrade your disk space to accommodate for larger file sizes and backup space requirements. Our staff can assess your hosting needs to ensure you’re not paying for something you don’t need.

SSL Certificate Installation – FileMaker Cloud comes with a free 90 day trial of a Comodo SSL. If you intend to use your own certificate, we can handle all installations of new, updated, or renewed SSL certificates.

FileMaker Cloud Dashboard Monitoring – We proactively monitor and review all dashboard metrics to ensure you’re operating at optimal capacity.

Backup Preservation and Restoration – We’ll manage on-demand backup preservation and restoration of your FM Cloud.

ESS / ODBC / JDBC Access – If you have changes in how you access and transfer your data, we’ll update your configuration.

Plug-in Installation – Expanding your solution’s capabilities with a server side plug-in? Let us know and we’ll handle the installation for you.

FileMaker Database Upload – Have updates to your database that you want to make live? Need to add another file to your solution? We can assist with database management – we’ll upload the file and make sure you can easily connect.

Hosted File Connection Assistance – If you lose your link, delete your shortcut, or need help connecting a new employee to your database, we can provide connection assistance to your database for FileMaker Pro, FileMaker Go, and FileMaker WebDirect.

General Support for FileMaker Cloud and AWS – We’re always here to offer support and assistance and answer questions on basic usability and best practices.

BYO Cloud is one of multiple hosting options we offer. Check out www.filemakerhosting.com for more information on our FileMaker Cloud services, as well as Shared and Dedicated hosting plans. Want to figure out what type of hosting is best for you- shared, dedicated, cloud, AWS, FileMaker Server? Call us at 760-510-1200. Email us at sales@productivecomputing.com.

by Stephanie Floyd at October 13, 2016 08:13 PM

macOS Sierra Compatibility Update

xxl_MAC OS 4-1200-80

Apple’s newest OS roll out, macOS Sierra, not only comes with a new naming convention, but also features new Siri functions and the ability to copy and paste from device to device!

If you’re as eager as we are to upgrade to macOS Sierra so you can open your MacBook with your Apple watch, don’t hesitate, because all of our Mac plug-ins and solutions are macOS Sierra compatible.

Here is a full list of our Mac products and a brief explanation of how they can help you automate your workflow!

Solutions:
Core4 CRM v3.0.0.3: Core4 is our flagship CRM solution. Built to be robust and expandable, this business tool allows you to track everything from contacts to sales transactions and from calendar appointments to notes and documents. You can connect the Core4 with your QuickBooks file, Outlook accounts, Address Book, and iCal.

Core5 Starter Edition v1.0.0.1: The Core5 Starter Edition is an intuitive and easy to use CRM solution. It is pre-configured to connect with your QuickBooks file, the Core5 is designed to be immediately deployable.

Vessel Service Solutions v2.3.0.0: VSS was designed for covering ship or water craft breakdown emergencies and allows users to eliminate time-consuming paperwork and processes. Users can tracks boat mileage, maintenance, and fuels ups and use it to track time sheets and pull various reports.

Plug-ins:
FM Books Connector Online v2.0.0.0: Want to save time and energy by eliminating double entry of contacts, invoices or sales transactions? Use this plug-in to connect your FileMaker solution with your QuickBooks Online file.

Address Book Manipulator v4.0.1.0: Avoid the hassle of having to add contacts to your Apple Address Book and then re-type the details into your solution when you back to the office. The Address Book Manipulator allows users to update all contacts in FileMaker or Apple Contacts and then easily push the information from one application to the other, ensuring contact information is always up to date.

iCal Manipulator v2.0.1.0: Add an event once and have it on all your devices. This plug-in directly connects FileMaker with Apple Calendar and supports multiple calendars, recurring events, and tasks.

PDF Manipulator DC v1.0.1.0: Process forms faster by extracting and inserting data between PDF form fields and FileMaker.

Change Printer v4.0.7.0: Automatically changes printers, sets optional printing attributes, facilitates the coordination of large and complex print procedures, and easily switches between various types of printers/drivers.

File Manipulator v4.0.1.0: File Manipulator can copy, move, rename or delete files and folders directly from a FileMaker solution. In addition, you can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

For additional details on product functionality and integration details, please contact sales@productivecomputing.com or call 760-510-1200.

by Stephanie Floyd at October 13, 2016 08:09 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

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

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 27, 2016

FileMakerTalk

Post FileMaker Devcon 2016 Discussions

Matt & Matt talk about Devcon 2016 and all the cool things they saw and learned. Matt Navarre talks with Don Clark and Jesse Barnum.

by Matt Navarre and Matt Petrowsky at July 27, 2016 06:39 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

July 15, 2016

FileMakerTalk

Pre FileMaker Devcon 2016 Session Chat

Matt & Matt talk about the upcoming FileMaker Devcon 2016 and which sessions they're looking forward to attending. Of course, you can always expect that FileMaker specific banter the two love to head into.

by Matt Navarre and Matt Petrowsky at July 15, 2016 06:39 PM

July 12, 2016

DB Services | Articles

Archiving Email In FileMaker

Archiving Email In FileMaker

When working with large groups of people both in and out of your organization, it can be difficult to keep track of all the discussions between you and everyone else. One person may discuss a project that you are a part of, but without everyone always CC’ing, BCC’ing, and hitting Reply All to every email, it can be practically impossible to keep everyone in the loop at all times. Fortunately with the 360works email plugin, tracking all emails between you and your system’s contacts can become far more manageable. FileMaker and email integration allow users to view any and all emails that contacts, prospects, salespeople, managers and anyone else have had with one another.

Watch on Youtube: Archiving Emails In FileMaker

Importing the Emails

First and foremost, you will need to purchase a copy of the email plugin. Once purchased, install the plugin (for more on installing plugins on servers, read FileMaker Server Plugins and Schedules).  Then build a script that will grab the email information and store it in FileMaker.

FileMaker - Download Email Dialog

Note that you can automate this process if needed.

Displaying emails

With your emails downloaded and stored in FileMaker, users can now view and search any correspondence that users in your system have had with any contacts.

FileMaker - Email List

From here you can display any relevant information to the users. If you saved the email’s HTML, you can even display the formatted email in a web viewer.

FileMaker Sample Email Popover

Recommendations

  • In order to keep the size of your solution down, we recommend not storing attachments in your FileMaker files. You can store the name of any attachments in the email in FileMaker, and use those to download the attachments on the user’s machine.
  • It is a good idea to log every time you attempt to download an email and assign it in order to more easily trouble shoot any issues you may come across.
  • Downloading large amounts of emails is very time consuming and can drag the system considerably. Do not try and migrate all emails before the integration at once. If you want to find and download emails received and sent before the go live date, do it batches at a time.

Conclusion

With FileMaker and an email plugin, tracking and maintaining correspondence from multiple people has become a much easier experience. No longer will you have to constantly call, email, or meet with people just to talk about what was already discussed with others. Now a simple search in FileMaker will allow users to catch up and get on the same page quickly. Email integration is just one more example of how FileMaker can help businesses work in a productive and efficient manner.

Did you know we are an authorized reseller for FileMaker Licensing?
Have any additional questions regarding licensing?
Contact us to discuss FileMaker and to get the best licensing.

 

DownloadDownload FileMaker Archiving Email Database

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

by Ian Haas at July 12, 2016 12:53 PM

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