• Learn: Goals

    « Home Before you start »     Welcome to the first phase of the Quick Start Training! Here you’ll develop core skills by following a step-by-step guide to building an example customer manag...
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  • Learn Goal 4 - Part 4: Connect customers and work orders

    « Learn about relationships Display work orders for each customer »     Let's return to the goal of connecting customers and work orders in the Landscaping solution using the Customer No field. ...
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  • Learn Goal 6 - Part 1: Share your solution

    « Share with a coworker Modify your solution everywhere »     Previously, you tried emailing your solution to yourself in order to update it on iPad. But this involves a completely separate copy...
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  • People Goal 8 - Part 5: Connect to your file using FileMaker Go

    « Connect to your file using FileMaker Pro Review »   Now let's try adding a host in FileMaker Go on iPad and then connect to your hosted file on iPad. As with the previous section, you’ll ne...
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  • Learn Goal 5 - Part 2: Streamline new work orders with a script

    « Try entering new work orders manually Add a button to perform your new script »     We want to make it as easy as possible for the sales team to enter new work orders from their iPads. In th...
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  • Learn: Before you start

    « Goals The example scenario »     Example files Please download the example files that we’ve designed for these exercises.   Hardware and setup requirements You must have installed ...
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  • Build: Welcome

      Welcome to Build, the second phase of the Quick Start Training! Here you’ll use FileMaker Pro to create a solution that addresses a business problem of your own. We estimate that this phase will take yo...
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  • Learn Goal 1 - Part 4: Try out your file on iPad

    « Find and change customer information Review »   Now that you're familiar with the FileMaker Pro interface, let's switch to FileMaker Go on iPad so that you can start to imagine how this will mak...
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  • People: Example Files

    This zipped archive contains the example files for the People version of the Customer Success Build training.   Click here to return to the Before you start page.
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  • People Goal 7 - Part 1: Set up your full-access account

    « Secure your solution Identify roles »     FileMaker Pro provides two different interfaces for managing security: Basic Setup and Detailed Setup. Basic Setup gives you the fundamental ...
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  • Learn Goal 3 - Part 9: Improve the signature experience

    « Get ready for contracts and signatures Store some actual contracts »   At this point you've placed a container field on your Contracts tab and labeled it as a signature. That's actually enough: ...
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  • Learn Goal 3 - Part 8: Get ready for contracts and signatures

    « Display an overview of work orders Improve the signature experience »   Next let’s set up the “Contract” tab. You'll display the customer’s contract on it and provide ...
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  • Learn Goal 3 - Part 10: Store some actual contracts

    « Improve the signature experience Review »   Now that you have set up your Contracts tab, let’s store some actual contracts. Once again, all you have to do is drag and drop.   ...
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  • People: Graduation

    « Review Build »     Congratulations, you have completed a solution for your own business! We really appreciate your dedication to learning about the FileMaker Platform and hope that you've enj...
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  • People Goal 8 - Review

    « Connect to your file using FileMaker Go Graduation »     Hooray — you’ve completed the last goal and have shared your solution with your coworkers!   Below are the steps you ...
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  • People Goal 7 - Part 2: Identify roles

    « Set up your full-access account Add a manager-level privilege set »     In the introduction we emphasized the importance of creating unique accounts for each user, but designing and impleme...
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  • People Goal 7 - Intro: Secure your solution

    « Review Set up your full-access account »     Now that you’ve imported all your data, you need a way to protect it from being stolen, damaged, or hijacked. Often when people think of pro...
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  • People Goal 7 - Part 5: Add user accounts

    « Add a team-level privilege set Review »     At this point, you’re ready to enter your user accounts so that when your solution is hosted, everyone can log in. You'll create a separate a...
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  • People Goal 7 - Part 4: Add a team-level privilege set

    « Add a manager-level privilege set Add user accounts »     Now that you’ve created a manager-level privilege set, it’s easy to create the team-level set below it. Simply duplicate ...
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  • People Goal 3 - Part 3: Build the main detail screen - Header Buttons

    « Build the main detail screen - Heading Build the main detail screen - main table fields »     Just as with your Main List layout, the header part is a good place for adding navigation buttons ...
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