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FileMaker News Web/Tech

FileMaker 8 and 8 Advanced Released: Hugely Rock

Filemaker8 Box

Unbelievably better than I was expecting. FileMaker 8 has all sorts of advantages that will make me able to create better applications faster. I am at the developer’s conference and just saw the announcement at the Keynote presentation. We got to see the product and the Advanced version which also ships today. Every attendee received a copy of 8 as we left the keynote.

I just installed it at the break and have a conference session in a minute. Here are a few quick highlights that are going to rock my world:

1. The new tabs feature will help me greatly reduce the number of layouts in Studio Manager and any other FileMaker applications I build.

2. I can now copy and paste fields and scripts to other tables and files. This is huge.

3. New script variables will be very handy allowing me to create counters and other scripting variables on the fly without cluttering up my field definitions with script-specific, temporary fields.

4. I can customize the menus of my applications with extreme ease and organization. There will be no reason NOT to customize those menus, so it will become commonplace in FileMaker Apps [FM8 advanced].

5. There are many more things I can do with calculations. Including specify paths and file names.

6. I can decorate and organize the database graph.

7. Tool tips which can be hard-coded with specific text or be dynamically created based on calculations and related information.

8. Being able to suppress the view of codes in value lists. I can now show a value list that says Oregon, Washington, California instead of OR Oregon, WA Washington and CA California. And, more importantly, the field I show on the screen afterwards can just say California even though I also stored CA in the code field behind the scenes. Finally, we can please the user’s reasonable request and still get the data integrity we need.

The implications of having the above capabilities available are awesome. There’s more but I’m at the conference and have to get back to my lunch!

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FileMaker News

Getting Ready for FileMaker Devcon

Desertridgepalmsandpools

Yay! it is almost time to fly off to sunny Phoenix, AZ for devcon. I just put up 41 photos from last year’s conference over at Flickr. If you want to see what you are missing or can look forward to, have a look. When I looked at them I got even more excited. Except for moderate weather, Desert Ridge has it all.

These were taken either before the conference got started or in the evening in a spare moment. I never actually photographed the conference events themselves. I was way too busy gathering information and talking to people to play photographer.

Last year was my chance to learn as much as I possibly could about FileMaker 7. This year will be a big learning opportunity too, but I’m expecting it to be a little less mind-bending. The most crazy it could get is if FileMaker 8 gets released and people start trying to master that in 3 days.

This time I’m vowing to be moderate. That’s hard because almost every minute is packed with some kind of opportunity. During the breaks there’s more to learn and more people to meet. My salvation may be in getting into the pool every day and not staying up all hours partying with FileMaker attendees playing old time rock and roll. You almost have to go into training ahead time to handle these conferences.

I hope to be selective in attending sessions because there are about 7 or 8 a day for 3 days straight and you just cannot absorb that much information non-stop. Instead, I’ll take some breaks to research things at the vendor booths and hang out with my fellow Filemaker professionals.

Besides meeting people from all over the world, I especially hope to meet a few who have customers in the creative services industry where I work. It used to be that most FileMaker consultants worked in this area, but now that FileMaker is cross-platform, every industry is represented. And FileMaker consultants in less populated areas, tend to have really broad and mixed practices.

Looking at ll those photos from last year reminds me how fancy that resort really is. It’s deluxe!

Devcon Sunset

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FileMaker News

FileMaker Developer’s Conference Coming Aug 28

Desert Ridge

I just booked my flight to Phoenix today. I’ll be arriving on Sunday afternoon and leaving Wednesday night. The conference is held at the excellent JW Marriott Desert Ridge Resort & Spa. A gorgeous luxury hotel with lots of pools and palm trees.

Yes. Daytime highs will probably average 105 degrees. It will be scorching hot. You can’t plan on exercising outdoors during the heat of the day unless you go swimming. But, there is a nice big exercise room with a lot of machines which I managed to avoid last year.

Swimming is a must. Ideally two or three times a day. The water temperature is just right – not too cold or too warm. There are a variety of pools. Water is everywhere as a compensation for how hot and dry it is.

The resort is across the street from a mall which is handy for shopping, movies and a good bookstore (it’s either Borders or Barnes & Noble). A shuttle operates frequently to take you to and from the mall which isn’t a bad idea during the day unless you’ve got a water bottle and are ready for some heat.

Then there’s the conference itself. They do a first class job. Presenter (and attendee) knowledge of FileMaker 7 will now be deep and full of real world experience.

Three or four sessions run concurrently throughout the day with room for seven 1.25 hour sessions a day! Brain death is always a danger at these things. If you don’t like one session, you can try another or sometimes spending time one-on-one with another attendee or chatting with vendors is even more valuable.

As usual we’ll be filled in on what’s next for FileMaker at the 2 hour keynote on Monday morning and, if like last year, a special FileMaker Solutions Alliance meeting for FSA members only Monday night. If you are coming and want to say hi, just leave me a message and your room number and we can find a time to meet.

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FileMaker Deals

Cheap FileMaker 7 Resellers Breaking the Rules

FileMaker 7As many of you know, I am the first one to ferret out a cheap copy of FileMaker 7. I like a deal and many have been offered on the Net of late. Well, apparently, many of these resellers with unbelievably low prices are selling illegitimate copies.

There have always been spammers out there selling software at ridiculously low prices and I ignored them. But I was taken in by these CD-Only resellers who were operating so openly with Google ads and telling stories that they buy in very large volume, etc.. I wanted to believe these were legit deals and encouraged my readers to check them out.

I was wrong. I just recently received a FileMaker Solutions Alliance mailing from FileMaker Inc. informing members about the problem. FileMaker says they only sell full versions of FileMaker to resellers, not CD-Only versions. Even when the CD artwork looks authentic, it may be a well-done counterfeit.

As a supporter and fan of FileMaker Inc. and as a developer of FileMaker applications, I can’t and won’t knowingly support any reseller who is operating outside legal bounds when it comes to this issue. I want FileMaker to keep getting better and I want excellent support. Each of those things depends on minimizing this kind of counterfeiting and other kinds of piracy.

Since I don’t have the time to adequately research the various special offers for FileMaker on the Net, I won’t be flagging these kinds of things in the future. From now on, I’ll be careful to only make recommendations on sure thing legit FileMaker deals.

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FM7 User Interface

FileMaker 7 Just Looks Better

FileMaker Look.png

When I was contemplating creating a FileMaker 7 version of Studio Manager, I was bummed at first that FileMaker 7 lacked transparency tools and a button tool that would make transparent buttons.

I was rewriting Studio Manager from scratch and didn’t have investment capital. So I decided to postpone doing any kind of OS X-look makeover until FileMaker came up with the transparency tools I wanted for the job.

I like doing my layout graphics in native FileMaker as much as possible because I want it to be easy for my customers to customize that interface. To me, FileMaker is all about customizing. It’s the tool that lets the user control his own destiny.

So, mostly, I’ve copy and pasted layout objects from my *old* Studio Manager interface into FileMaker 7 and made a few changes to get the effect I was looking for. And, the truth is, it looks pretty good! I experimented with some of the layout objects that FileMaker Inc. put into their templates and have just recently reverted the UI back to my OS9 tabbed look.

SM_FM7_look.png

Obviously, OS 9 is history, but those tabs were great in their time. This screenshot here doesn’t do the look justice because it’s a low-bit graphic. But what FileMaker 7 brings to the party is full use of the excellent graphics and font rendering in OS X. I hate looking at FileMaker 6 apps anymore. It’s amazing how the subtleties of shading make so much difference. Just by moving to FileMaker 7, I have a better-looking product. It bought me some time.

So I’m waiting for some transparency support in FileMaker layout tools before I really do a makeover. And my clients will do just fine in the meantime. By the way, if anyone in the FileMaker 3rd Party tools community wants to add some graphics tools or even just layout objects to the party, I’m sure many developers and consultants would jump.

Last fall, I purchased OSX Templates Set from Jon Mark Osborne for $29.99 – it’s a nice start for smaller systems. You get full access and can take it apart and see how he achieves the effects he does. The set includes graphics files with pieces you can combine to make buttons of different sizes – it’s quite cool. But I felt that the scope of Studio Manager required a bigger tool set. I’m a developer now and I want native tools not just graphic pieces I can combine.

Osborne_OSX_Look.png

I want to go on record as saying that I love the look you get right out of the box with FileMaker 7. All you have to do is open a file in 7 or create one from scratch and it looks better than anything we ever did in 6. And, of course, I am looking forward to native and easy to use tools in future versions of FileMaker that let me create layouts, tabs and buttons that feel like they were meant for OS X.

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FileMaker Wishlist FM7 Scripting

FileMaker 7 Wishlist: Edit Scripts with a Text Editor

I just found out why some FileMaker developers have asked to be able to edit scripts with a text editor. I want to insert a single script step – a Set Field – into over 100 of my scripts for this project I’m working on. If those Scripts were editable in a text editor, I could do a single Find and Replace to get this done in less than a minute. But no, I’m going to spend 1-2 hours doing it one script at a time. Ouch!

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FileMaker Utilities

Analyzer 4 is a Great Debugging Tool

ToolBoxIcon_smallAnalyzer 4 came out in September but it’s taken me a while to adjust to its differences and discover its power. It runs about $400 for a brand new copy and less as an upgrade. I’ve been a long-time user of Analyzer and have always found it valuable to help me find errors in systems and fix them.

Analyzer 4 is different enough that I didn’t immediately understand how to use it. Unfortunately for me, I wasn’t really using it much the first few months I had it. I’m in the final stages of perfecting Studio Manager 7 and necessity has compelled me to learn it. Here’s what I found: (1) it’s not very hard to learn and (2) once you do, it’s a real winner.

The famous red dot – the problem report – is what is helping me right now. I run it and it finds all the syntax errors throughout Studio Manager. Studio Manager has 12,500 layout objects – mostly buttons and fields and other layout objects, 642 scripts with 4,681 script steps, 44 base tables with 249 layouts and 171 relationships. This sheer volume provides lots of room for little mistakes.

One especially cool thing is that there are no false positives. If you get a count of 500 errors, you’ve got 500 errors – actually more because Analyzer can’t find your logical errors. When I saw the 550 errors I got in early December, I thought, oh there are mostly false positives in there. Wrong!

I’m down to 7 scripting errors and about 120 layout object errors. I have about 600 scripts as I mentioned in my last post and probably 30,000+ layout objects. I can eliminate all of those 120 last layout object errors today. And then I’ll get back to the final 7 scripting errors some of which I’m debating other issues about so don’t know whether to fix, change or eliminate them.

Here are my top 4 favorite features

Problem Reports with Red dots work great.

Lets you find for Script names which is a life saver when you have lots of scripts in one long list.

Hot links between elements take you where you need to go fast.

Compares analyses to each other – this really helps when you aren’t sure which version is which or you need to replicate the changes you made elsewhere.

One last thing, you get much faster at using it with a few hours of use. You gradually learn how to very quickly find what’s wrong and fix it by using the various features of the program. Clearly, Vince Menanno was using it and improving it incrementally along the way. That’s why you appreciate it more and more with use.

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FileMaker Tips

The Economics of FileMaker 7 Scripting

ToolBoxIcon_smallIn my first really large-scale FileMaker 7 development project, I have created over 600 scripts. This is not something I am proud of. I would love to have 200. The more I use 7, the more often I consolidate script functionality into generic scripts driven by script parameters. You can save yourself a lot of scripting time by writing one script instead of 10 or 20.

Print Setup. Here’s a quick example. In FileMaker 6 and earlier, I always had a script for each print setup option. At minimum that would be Vertical Letter, Horizontal Letter and #10 Envelope. I then put a script step into each script that is supposed to print that performs one of these scripts.

No more. Now I use one print setup script and reference the single script with a script parameter to select the print setup option I want. In my single script, I use an If – Else If construction. Once you have an Else If section including the Print Setup step built, you can just highlight it and duplicate it as many times as you need Else If sections. Then just modify the script parameters and print setups right there.

If ( Get (ScriptParameter) = “Vertical Letter”
Print Setup [Restore; No Dialog]
Else If (Get (ScriptParameter) = “Horizontal Letter”
Print Setup [Restore; No Dialog]
Else If (Get (ScriptParameter) =#10 Envelope”
Print Setup [Restore; No Dialog]
End If

Go to Related Records. Here’s another example. In my FileMaker 6 solution, I had about 10 scripts in my Contacts file that would go to related records in other files. In my 7 solution, I replaced these 10 with a single script using script parameters with If – Else If again. I run this single script with the parameter as my code to tell the script which Go To Related Record step to run.

Reports usually have similar construction, so I can often lump several report scripts into one again using the If-Else If construction with script parameters. My FileMaker guru friend, Ted Fehlhaber, has been known to do all reporting with a single reporting script. I’m not that rigorous, but maybe he’s on to something.

I do have one *extra* script called Preview-Print-Return that I run at the end of my report scripts so that I can avoid entering the same steps over and over again. I also have an *extra* script that saves my place at the beginning of the report script and an *extra* script that checks to see if the user has enough privileges to run the script at all.

Extra generic scripts are generally scripts well spent. It’s the unique, single-use scripts that I look for ways to eliminate or consolidate. It’s worth pausing for a couple minutes now and then to see where generic scripts using script parameters can get the job done more economically.

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FileMaker Tips

FileMaker 7: Recommended Audit Fields

ToolBoxIcon_smallI’ve been working with FileMaker 7 a lot these last 6 months. That’s every work day, several hours a day. And, I recommend that you go all out with the automatic audit fields that FileMaker 7 will keep for you. Put 10 fields into every table just to automatically track record creation and modification. Here is the creation half:

Creation Audit Fields.png

It’s often helpful to a user to see when a record is created and when it was last modified. You might see, for example, that this is a long-time customer. Or, an old customer who hasn’t had a new order in years. The magic word these days is context. And this kind of information provides context.

So much for the average user’s needs. As a developer, I also care a lot about trouble-shooting. Coming to the rescue in the rare cases (seriously) that my customers have problems they can’t solve themselves. These audit fields come in very handy when you are trying to figure out what happened. What went wrong?

Yes. User error is often the explanation – especially after a system has been working just fine for a long time. With audit fields, you can narrow down very specifically when something went awry and you can probably tell who was at the wheel when it happened.

In 7, you can not only get the user name of the person who created and last modified the record, you can get the account name. I like using the user’s full name as their account name. That way I can match the user’s account name to their employee record full name and set up their session with things like the contacts they’ve marked and can go considerably further than that if I want.

I want both user name and account name in case a user is at a different computer than usual or is signing in as an account name other than their own. Assuming an identity of sorts. Just as well have the extra info when it comes time to sorting things out. The date and time comes in handy also. It might be that at that particular date and time, a temp was in working. All part of the sometimes fun detective work that comes with the territory.

The New Timestamp field. I still haven’t figured out too many uses for this timestamp field type, but my guess is that it is great for calculating elapsed time that may cross over between days. The thing I don’t like is that I can’t get the field to be very readable in a list. The two sub-fields – date and time, don’t line up. For most purposes, I like the good, old-fashioned date and time fields better. But since it’s automatic, why not get it all?

Make sure to set those audit fields to Prohibit modification of the value during entry. You want to be able to rely on this information and don’t want it arbitrarily changed. Whenever you need a user-modifiable date, time or timestamp field, just create those separately even if you use the auto-enter creation field options for them.

One last thing. This is still just a thought, but I’m planning to try it out the next time I create a FileMaker 7 database from scratch. Create one or more template tables just for the field definitions piece perhaps. Then crank up FMrobot (on a PC) and have it create the 10 or so tables that you need – all with the one or more of your little templates. The basic template will have your 10 audit fields in it and a serial number field and a global for the serial number for starters. Until we can duplicate a table with the Define Database dialog, we can use FMrobot to help us out with the field definition piece at least.

Categories
FileMaker Discoveries FileMaker Tips

Adventures in Data Protection with FileMaker 7

Field_is_Locked_Msg.png

One of my clients just called today about a simple error that caused a lot of upset. Someone had accidentally erased the first and last name out of an employee’s record. My client thought that the employee’s data had disappeared completely because a Find didn’t turn up the employee anymore.

The erasure might have occurred when a user thought they were in Find mode and overwrote the name and then realized they were in Browse mode and erased their mistake not quite putting it together that they needed to retype the original name which they may have not remembered.

At least that is how we guessed the problem occurred. In FileMaker 6 and earlier, you needed to either leave data editable so that Finds could be done on those fields, or you needed to create a calculated field for each of the fields and display the data with the calculations except on a protected layout where data entry could actually occur.

There’s still an issue here, but we now have a new and very handy tool in our toolbox. The Field Behavior command. We can now turn off the ability to Browse in a field while allowing the ability to Find. All those layouts where data entry is not needed should have the fields set with the “Allow field to be edited in Browse mode” unchecked. When you do that, the user can’t click into that field in Browse mode anymore.

The issue I have is that I don’t want to have to lock all fields on non-data entry layouts or create special data entry layouts that are unlocked to avoid this problem. It seems like a lot of extra work. Probably the best bet is to reserve this extra work for situations where there are many inexperienced users using a particular screen and likely to use that screen to do finds as well as data entry. In those cases, you could lock the user out of data entry and display a custom message directing them to another screen for data entry only.

Here’s what I tried: In Layout mode, I selected the approximately 25 fields that I wanted to lock and set the field behavior to not allow modification in browse mode. Then I made all those same fields into a single button by choosing “Button…” from the Format menu. I then created a script with one step: Show Custom Dialog and worked a bit on wording. Then I tried it in browse mode. When I clicked in any of the protected fields, they all highlighted at once and the message appeared. Very impressive.

In Find mode, the button effect was non-existent and the Find worked like usual. Just what I wanted. By accident, I discovered the drawback of the button with the custom message when I tried to move one of the fields on the layout. I was told that the field was part of a button and couldn’t be moved without removing the button. Assigning a button to a set of fields like this isn’t very flexible. You’ll probably want to avoid this technique with a layout that you expect to modify fairly frequently.