FM201 - FileMaker Training for Intermediate Developers - Cristoffer Ippolite

Document created by communitymanager on Jun 2, 2017Last modified by crisippolite on Jul 24, 2017
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Cristoffer Ippolite (iSolutions)

Session Description

This training session provides high-level discussions of important intermediate concepts needed to create rich functionality in your custom apps. These include creating complex relationships, reporting, integrating with other data sources, securing your custom apps, and deploying your custom apps with a focus on best practices.

What you should know

Know how to create relationships, calculations, and layouts in FileMaker Pro.

 

Bonus Offers:

 

  • Lynda.com FREE 30-Day Trial for complete access to all Intermediate FileMaker Training Videos (links provided below by clicking the name of each topic below that is labeled "not covered")

 

 

Schedule:

*6.5 Hours of content over 8 hours

 

8:00 am - 10:00 am Session

10:00 am - 10:15 am - Break

10:15 am - 12:00 pm Session

12:00 pm - 1:00 pm - lunch

1:00 pm - 2:30 pm session

2:30 pm - 2:45 pm small break

2:45 pm - 4:00 pm session

 

Class Materials:

PLEASE download the attachments to this page by clicking the link at the bottom of the page. The session materials and exercise files were created specifically for INTERMEDIATE 201.

 

There are two attachments:

1. PDF of the Class Materials (see page numbers next to each topic listed below)

2. Exercise Files for each top below (Each file used in a top is referenced below)

3. Extras! (Project Management, Swimmer Solution, Parameter Demo)

 

 

 

Intermediate Topics and Agenda for Class:

PLEASE SEE BELOW FOR THE TOPICS COVERED (AND NOT COVERED) IN THIS CLASS TO MAKE SURE THIS SESSION BEST FITS YOUR NEEDS BEFORE ATTENDING!

 

Track and Color Coding Legend

DEVCON 2017 Schedule

 

Foundation and Requirements Gathering (Not Covered)

Recommendations:

Matt: Building Prototypes: How Showing, not Telling, Can Improve Your Discovery Process: TUE 7/25 2:15pm-3:15pm

Debby: Estimating & Storyboarding with Accuracy: WED 7/26 9am-10am

Sarah Severson: Demystifying Agile Development: Practical Tools for the Risk-Averse: TD

 

 

Data Modeling and Relationships (Not Covered)

Recommendations:

Lynda.com: "FileMaker Pro: Relational Database Design"

Jim Medema: FileMaker Training For Beginners: TD (Types, Keys)

Doug Gardner: Relationships Thoroughly Explained: TUE 7/25 9:00am-10:00am

 

Recommended Topics (click for video):

 

 

Working with Complex Relationships

Recommendations:

Lynda.com: "FileMaker 16 Platform: Advanced Features"

Chad AdamsThe Power of Bidirectional Relationships: WED 7/26 10:30am-11:30am

 

COMPLEX RELATIONSHIPS TOPICS COVERED 8:15-9:00am

 

File: 01_Swimmers

  Context

 

File: 01_Swimmers

  Parent and Child Table vs Parent and Child records

 

File: 01_Swimmers

  Query Relationships

 

Lesson 9 Complex Relationships p3 (Activity 9.1) 02c_Bonsai-> Order_Detail

  Creating Self-Relationship

 

Lesson 9 Complex Relationships  p6 (Activity 9.2) 02c_Bonsai-> Customer_Detail

  Using Relationships to Drill Through Data

 

File: 04_Invoices -> Customer Details

  Related Fields in Calculations

 

Layouts/Interface

Recommendations:

Lynda.com: "Learning FileMaker 16"

Andrew Paulsen: Under the Hood: FileMaker Layouts: TUE 7/25 9:00am-10:00am

Martha Zink: Get the Right Answers from Users - UI Tips and Tricks: TUE 7/25 10:30am-11:30am

Chia Hsiao: Designing Patterns and Multi-Device User Experiences: TUE 7/25 1:00pm-2:00pm

Jim Medema: FileMaker Training For Beginners: TD (Tab/Slide Controls)

"Introduction to FileMaker and HTML5"- Cris Ippolite 2013 DEVCON

 

Topics Not Covered (click for video):

 

LAYOUTS/INTERFACE TOPICS COVERED 9:00am -11:15am

 

 

Lesson 10 File: 05_Event Management -> Events pdf p34

  - Wireframing

 

Activity 12.1 pg 29

  - Inspector

 

File: 07_LayoutObjects -> Product Details

  - Layout Object Window

 

File: 08_Invoices -> Product Details pdf p32

  - Visibility

 

File: 09_Invoices -> Customer Details | iPad pdf p34

  - iOS Touch Keyboards

 

File: 10_03_Bonsai -> Product Details pdf Activity 13.3 p44 and Activity 13.4 p 47

  - Field Control and Value Lists

 

File: 12_03_Bonsai -> Order Detail pdf Activity 14.6 p63

  - Popovers

 

File: 13_03_Bonsai -> Product Detail pdf Activity 14.7 p68

  - Custom Web Viewer

 

File: 14_03_Bonsai -> Customer Detail pdf Activity 15.1 p74

  - Object States

 

File: 15_03_Bonsai -> Customer Detail pdf Activity 15.2 p75

  - Conditional Formatting

 

 

 

Calculations

Recommendations:

Lynda.com: "FileMaker 16 Platform: Advanced Features"

Tim Neudecker: Calculation Functions Every Developer Should Know: TUE 7/25 10:30am - 11:30am

Chris Irvine: Algebra is Awesome: Write Better Calculations WED 7/26 1:00pm-2:00pm

Doug Gardner: FileMaker Calculation Fundamentals: WED 7/26 10:30am-11:30am

Jim Medema: FileMaker Training For Beginners: TD

 

Topics Not Covered (click for video):

 

CALCULATION TOPICS COVERED 11:15am-12:00pm

 

Materials p99 File: 17_03_Bonsai

  - Other uses of Calculation Dialog

 

File: 18_03_Bonsai

  - Calculations Fields vs Boolean Calculations

 

File: 19_03_Bonsai

  - Calculated Replace

 

File: 20_Invoices

  - Auto Enter Calculations and Calculated Validation

 

Lesson 20 Logical Functions p 103 File: 22_Logic

  - If and Case Function Example

 

Lesson 23 Aggregate Functions p 107 File: 22_04_Bonsai -> Activity 23.1 pdf p108

  - Aggregate Functions

 

 

Scripts

Recommendations:

Lynda.com: "Learning FileMaker 16"

D. Todd Weller: Workflow Automation with Script Triggers: TUE 7/25 1:00pm-2:00pm

Mark Baum: How Scripts Think: WED 7/26 9:00am-10:00am

Jim Medema: FileMaker Training For Beginners: TD

 

Topics Not Covered (click for video):

 

SCRIPT TOPICS COVERED 1:00pm -2:30pm

 

File: 23_FTS Meetings -> Activity 26.1 pdf p113

  Parameters

  Parameter Demo file

 

File: Invoices Starter Solution

  Script Variables

 

File: 24_Lambeau

  Script Triggers

  Lambeau file

 

Lesson 29 pdf p133 File: 23_FTS Meetings -> Activity 29.1 pdf p139

  User Interaction

 

Lesson 32 Window Management pdf p142 File: 26_Window

  New Windows and Cards

 

Lesson 33 pdf p146 File: 27_05a_FTS Meetings

  Looping Scripts

 

 

 

Reporting

Recommendations:

Lynda.com: "FileMaker 16 Platform: Advanced Features"

Jim Medema: FileMaker Training For Beginners: TD

 

Topics Not Covered (click for video):

  •   Summary Fields
  •   Subsummary Parts
  •   Current Found Set (Individual Record Data Series)
  •   Current Found Set (Summarized Group Data Series)
  •   Current Record (Delimited Data)
  •   Related Records

 

REPORTING TOPICS COVERED: 2:45pm -3:30pm

 

Lesson 36 REPORTING p157 (Activity 36.3) 28_06a_Bonsai

  Subsummary with No Body

 

Lesson 36 REPORTING p159 (Activity 36.4) 29_06a_Bonsai -> Order_List_6_2a

  Ranking Reports

 

Lesson 36 REPORTING p161 (Activity 36.5) 30_06a_Bonsai -> Order_List_6_2b

  Multi Level Subsummary Parts

 

Lesson 37 Charting p173 (Activity 37.1.5) 31_06a_Bonsai -> Order_Detail

  Quick Charts

 

Lesson 37 Charting p176

  Data Series

 

Lesson 37 Charting p181 (Activity 37.2) 33_06a_Bonsai -> Product_Detail

  Current Found Set (Individual Record Data Series)

 

 

 

Security (Not Covered)

Recommendations:

Lynda.com: "FileMaker 16 Platform: Advanced Features"

Mark Richman: Security 101: WED 7/26 1:00pm - 2:00pm

Dawn Heady: Real World Security: WED 7/26 9:00am - 10:00am

 

Topics Not Covered (click for video):

  • Accounts
  • Multi File Security
  • External File Access
  • External Authentication
  • Privilege Sets
  • Extended Privileges
  • FMReauthentication

 

 

Integration (Not Covered)

Recommendations:

Lynda.com: "FileMaker 16 Platform: Advanced Features"

Greg Lane: Introduction to SQL and ODBC for FileMaker Developers: Wed 7/26 2:15pm-3:15pm

 

Topics Not Covered (click for video):

 

 

Deploying with FileMaker Server (Not Covered)

Recommendations:

Lynda.com: "FileMaker 16 Platform: Advanced Features"

Claus Lavendt: Installing and Configuring Your FileMaker Server: Wed 7/26 2:15pm-3:15pm

Todd Geist: Connecting FileMaker to the Web: TD

DEPLOYMENT TRACK

 

Topics Not Covered (click for video):

 

 

FileMaker 16 New Features

 

Recommendations:

Lynda.com: "FileMaker 16 New Features"

 

3:30pm-4:00pm

File: 36_FM Floors Demo

Mailchimp

iBeacon

Tableau Web Connector

JSOn Parsing

 

Certification (Not Covered)

Recommendations:

Cris Ippolite: Preparing For Certification: WED 7/26 3:45- 4:30

Outcomes