Learn Goal 1 - Part 4: Try out your file on iPad

Document created by Kedar on Dec 9, 2014Last modified by mark_baum on May 27, 2015
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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 make your team more mobile.

 

In this section, you’ll send yourself an email with a copy of your solution attached. Then you'll open that attachment on your iPad.


We'll cover more sophisticated ways of sharing FileMaker Pro files later on. This way is the least powerful but most direct.

 

You will need to have installed FileMaker Go on your iPad and configured your iPad to receive email.

 

You might ask whether you can use an iPhone instead, since FileMaker Go runs on all iOS devices. While that’s true, it’s best practice to make different design choices depending on the size of your device. To keep this training streamlined, we’ve chosen to focus on iPad.

 

 

Goal


Email a copy of the file so that it can be received and opened on iPad.

 

 

Steps

  1. Choose the FileMaker Pro menu > Quit FileMaker Pro.

    Quitting FileMaker Pro makes sure that your file is closed before emailing it. Never duplicate or email a FileMaker Pro database file while it is open. This could damage the copy.

  2. Send an email to yourself with your FileMaker Pro database file attached.

    Reminder: you named this file “Landscaping.fmp12” and saved it to your desktop.



  3. Open that email using the Mail app on your iPad.

    You need to have Mail configured on iPad to receive this email.

  4. Tap the attachment and choose the popup option “Open in FileMaker Go”

    This opens your database file in the FileMaker Go app.

    email attachment on ipad.png



    If this is your first time opening FileMaker Go, the Welcome Tour will be displayed.
    This provides an excellent introduction to FileMaker Go so if you have the time, we recommend that you explore it. When you're done, tap the Close button in the upper right of the screen.

    If the Landscaping file has opened for you, skip to step 7.  If the Landscaping file doesn't open for you for some reason, here's what to do. We'll presume you are viewing the Launch Center interface, which shows files you have opened recently, files saved on your device, or files hosted on other computers. For now, you're interested in files saved on your device.

  5. Tap on the Device icon at the bottom center of the screen.
    ipad device icon.png

    The FileMaker Pro database files saved on your device are displayed, including the Landscaping file. If this file isn't displayed, try going back to your Mail app and opening the attachment again (step 4).

    ipad launch center device.png


  6. Tap the "Landscaping" file icon.

    The Landscaping file opens.



    Now you can start to explore the Landscaping file on iPad:


  7. Tap the “<” and “>” buttons at the bottom of the screen to navigate between records.
    FileMaker Go navigation.png
    These buttons are similar to the book located in the upper left of the screen in FileMaker Pro.



    As you navigate, a small black bar on the left of the layout moves from row to row, changing what FileMaker calls the active record each time.

    Visually, this is pretty subtle — but the concept of the active record is very important. For example, if you want to duplicate a record, first you would navigate to the record you want to duplicate. The same is true if you want to delete a record.


  8. Tap on the circle between the two navigation buttons.

    A popover dialog appears. It provides information about the records that are currently being displayed and includes a slider much like the one in FileMaker Pro.
    FM Go navigation.png

  9. Try using the slider to move through the records more quickly.

    Since you are sliding from left to right, you might expect to see your selection move from left to right. But the slider controls which row you are viewing, not which column — and rows are always organized vertically.  In short: this is another way of changing the active record.

  10. Tap on the magnifying glass icon in the upper right of the screen.

  11. Choose "Quick Find" from the pop-up menu that appears.

  12. Enter Center as you did before on the desktop, then tap the Search button.

    A confirmation dialog box appears saying that 17 records were found.

  13. Tap OK.

    FileMaker Go shows the 17 records that matched your find criteria.


  14. For the first record (the one where you changed the city to “Center Point”), tap into the City field to select it.

    The keyboard appears in the lower half of the screen.


  15. Change the value in the city field from Center Point back to Pleasanton.

  16. Tap the keyboard icon in the lower right of the screen to hide the keyboard.

  17. Use quick find to search for Center again.

    This time, only 16 records should be found.

  18. Tap the folder icon in the upper left of the screen.

    A pop-up menu appears.

  19. Tap the Layout option.

    A Layout screen is displayed, divided into LAYOUT OPTIONS and LAYOUTS.

  20. Select "Layout #1" from the LAYOUTS list.

    The Form View “Layout #1” is displayed.

  21. As before, try tapping the “<” and “>” buttons at the bottom of the screen to navigate between records.

    Bear in mind that right now you are navigating through your search results (only 16 of the 47 customer records).

 

 

     

      

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