5 Replies Latest reply on Jul 1, 2013 12:34 PM by RubenVanDenBoogaard

    FileMaker "contained" File edit

    rbmn67

      Hi there,

       

      I've have searched all discussions, and there does not seem to be a solution, not in discussions, nor in plug-ins.

       

      Here's the case: One of my customers (FM Pro 12 Server, not advanced), has contracted me to re-engineer their administration. To advise them whether to develop all workflow supporting documents and forms in FileMaker, I am investigating possible solutions by integrating their current (mainly xls) files in a FileMaker solution.

       

      Basic workflow will be:

      1. Creation:
        • Create xls from template, fill in default fields with FM data,
        • Create customer subject record,
        • Insert modified template into FM container field.
      2. Modify:
        • Read xls from container field,
        • Open in MS app (excel or word),
        • Modify content manually,
        • Save modified file, overwriting existing contained file.
      3. End process:
        • Read xls from container field,
        • Print xls pages/tabs to .pdf,
        • Replace contained xls with pdf.

       

      One of the other requirements is secure, central storage. So far I have been looking at OLE discussions and 3d party FM plug-ins.

       

      Anyone aware of a solution for the above scenario (besides exporting container contents to a temp path, with all the almost impossible "userproof" programming)?

       

      Thanks in advance,

      Ruud.

        • 1. Re: FileMaker "contained" File edit
          RubenVanDenBoogaard

          Hi Ruud,

           

          Reading and writing to cels in a xls can be handled by the 360Works Scribe plugin, but you are better off if you can do all in FM,

          saves you a lot off hassle handling the xls in the first place.

           

           

          Hope this helps,

           

          Best regards,

           

          Ruben van den Boogaard

          Infomatics Software

          ruben@infomatics.nl

          • 2. Re: FileMaker "contained" File edit
            LyndsayHowarth

            Ruud Bouman - van de Vijver wrote:

             

            re-engineer their administration. To advise them whether to develop all workflow supporting documents and forms in FileMaker, I am investigating possible solutions by integrating their current (mainly xls) files in a FileMaker solution.

             

            If your task is to re-engineer their administration, why are you starting by redeploying what they already had. Surely with info going forward you should be doing it with FileMaker whereever possible...

             

            Sure, there are reasons for using separately editable custom documents and calculations... but I would first be asking myself if there was an appropriate line to draw under the 'old way' and introduce a 'new way' with FileMaker producing the documentation dynamically and editable by all who are assigned the right privileges. Dynamically you could produce your PDF on the fly as a downloadable or email attachment with a bit of PHP or with IWP and Remote Scripter from 360Works.

             

            just something to consider... I really don't expect that a lot of documents can be easily replaced by FM... but you may be surprised.

             

            - Lyndsay

            • 3. Re: FileMaker "contained" File edit
              rbmn67

              Hi Lyndsay,

               

              I could not agree more, changing for the better usually involves change

               

              It is just impossible - to much of a time consuming task with to much operational risk - to switch everything to FileMaker turn-key. They already have their customer and asset administration in FileMaker now. Next steps are the statements of work and connected invoicing for the repair shop, on-site service and maintenance, winter storage, insured damage repairs and incidental service and maintenance requests.

               

              Still, I am convinced that all of these processes can be supported in FileMaker and - by embedding them in FileMaker - will make all these processes more efficient along the way because of the value / features of FileMaker. The question is more or less to provide an intermediate solution for the meantime...

               

              Reconsidering the approach - either leave the processes "as-is"  or " re-engineer"  them to be supported 100% by FileMaker - seems to be the only reasonable choice, indeed.  Thank you for your thoughts and recommendations.

               

              - Ruud.

              • 4. Re: FileMaker "contained" File edit
                rbmn67

                Hoi Ruben,

                 

                Thx. Ik was er al bang voor, dat wordt toch nog bedelen voor budget

                 

                M.v.g.

                Ruud.

                • 5. Re: FileMaker "contained" File edit
                  RubenVanDenBoogaard

                  Hoi Ruud,

                   

                  Een kind met een waterhoofd is veel duurder :-)  Mogelijk kun je het proces voor proces doen, zodat de

                  investering gespreid kan worden en je het in een keer goed kan opzetten.

                   

                  Succes!

                   

                  Ruben