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  • Joe Scarpetta

    FileMaker®-based vs. Salesforce vs. Hubspot — Which CRM is Best?

    By Joe Scarpetta

    A CRM is an important tool that can help you streamline your processes and boost profitability. A good CRM is flexible enough to adapt to whatever you need it to do: track which leads are converting to customers, automate tasks, learn which activities are driving sales, deliver better customer service, etc. All in an [...] The post FileMaker®-based vs. Salesforce vs. Hubspot — Which CRM is Best? appeared first on The Scarpetta Group, Inc.. View the full article
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Automatically Create Directories in a File Path in FileMaker® 17

FileMaker 17 has a new feature which allows you to automatically create directories in a file path if they don’t exist! In previous versions, you would have to trust users to pre-create the directory, use a plugin or use a system script to ensure that the proper folder was in place in order to export [...] The post Automatically Create Directories in a File Path in FileMaker® 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Show Custom Dialog Variables in FileMaker® 17

FileMaker 17 was officially announced last week, and there are some pretty cool new features to share. I’m going to highlight the Show Custom Dialog Variables, now updated for the use of variables or fields, which should be a time saver for you. So how many of us have been using global fields to enter [...] The post Show Custom Dialog Variables in FileMaker® 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

FileMaker 17 Overview

FileMaker 17 Overview A new and exciting version of the FileMaker platform is here! 2018 marks over 33 years in business for FileMaker, Inc. In a collection of articles, we review what’s new in the FileMaker platform, specifically the features for FileMaker Pro Advanced 17, FileMaker Server 17, FileMaker Go 17, along with FileMaker Cloud. Below you will find an overview of our favorite features with links to our more in-depth articles and example videos. What’s New? New features includes nati

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FileMaker Go Push Notifications

FileMaker Go Push Notifications With the release of the FileMaker Go 17, you can now create a push notification on the user’s iOS device. This script step gives you the ability to not only customize the push notification, but also to run scripts after the user interacts with the notification. Previously there was no way to notify the user if FileMaker Go was either running in the background or closed entirely; however, since iOS provides “local notifications” you can now set up notifications t

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Official FileMaker Data API

Official FileMaker Data API In FileMaker 16 we were introduced to the trial version of the FileMaker Data API, but with 17 the Data API is now live and ready to take the place as FileMaker’s Custom Web Publishing technology of choice. With the removal of the ability to control the PHP or XML API from the FileMaker Server Admin Console and only allowing you to enable/disable it via the command line, it’s pretty clear that FileMaker sees the Data API as the future. The 2 biggest additions to the

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FileMaker User Licensing

FileMaker User Licensing As of FileMaker 17 a new and improved licensing program called FileMaker User Licensing is available. FileMaker is no longer selling individual products; instead they are selling the entire platform for users. As FileMaker Growth Partner of the Year for the Americas we are one of the top FileMaker Partner Resellers in the world. Here we provide you with what to expect with the new FileMaker User Licensing program. FileMaker User Licensing requires a minimum of five use

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FileMaker Go Sensor Functions

FileMaker Go Sensor Functions In addition to being a leader in Rapid Application Development, FileMaker empowers developers to creatively implement solutions for a wide variety of business cases. FileMaker engineers have expanded the developer’s toolbox by incorporating access to the internal sensors of iOS devices for FileMaker Go users. The dynamic single GetSensor function takes one of 19 primary parameters and returns in real-time data from the accelerometer, gyroscope, compass, or baromete

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FileMaker Server 17 Admin Console

FileMaker Server 17 Admin Console FileMaker Server 17 has a completely overhauled user interface for the admin console. It’s faster, easier to understand, more powerful, and a whole lot prettier. But beyond these aesthetic improvements FileMaker made quite a few changes under the hood. In this article, we’re going to showcase some of the coolest new features of FMS 17’s Admin Console along with a few tips to help get you started with the new admin console.  When you open the new admin consol

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FileMaker Current Found Set Portal

FileMaker Current Found Set Portal With the addition of the Current Found Set Portal, FileMaker has added the ability to easily create one of the most common trends in modern applications – the Master Detail. The Current Found Set portal is a portal that displays a list of the records in the current found set. It updates as the found set changes, and allows the user to navigate between records in the set simply by clicking on them in the portal. The power and elegance of the Master Detail lie

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FileMaker Add-On Tables

FileMaker Add-On Tables Creating a new app can be a daunting task for developers, especially those who are just starting out. Fortunately, FileMaker has made it easy to build something new without needing a working knowledge of relational graphs. Creating from the App Library (aka Add-On Tables) allows developers to import modules directly into their application with pre-built tables, fields, and relationships using just a few clicks of the mouse.  How It Works To import an add-on table to a

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FileMaker Data Migration Tool

FileMaker Data Migration Tool It’s best practice to work on a sandbox version of a FileMaker database, but historically the FileMaker platform did not offer an out-of-the-box tool to migrate data from a live solution to a new version. This means that developers were encouraged to work on live files or build custom migration scripts; both of these options increase costs, cause significant downtime for maintenance, and disrupted live users. Fortunately, FileMaker now offers a data migration tool

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Virtual List on Steroids, part 2

[10 June 2018: includes updated material from my recent dotFMP presentation.] [30 May 2018: check out my reassessment of the Fast Summary technique here.] Here are files that were demoed or referred to during my “Virtual List on Steroids” DIG-FM presentation on Thursday, May 10th, 2018 (VLR = “virtual list reporting). PowerPoint Introduction Virtual List […] View the full article

Kevin Frank

Kevin Frank

 

Thinking About JSON, part 1

I’ve been working on a couple large JSON projects over the last few months, and with the one year anniversary of FileMaker having built-in JSON capabilities just around the corner, this seems an opportune moment to share some reflections and opinions (some of which may contradict JSON-related opinions I have expressed previously). Demo file: json-sandbox.zip […] View the full article

Kevin Frank

Kevin Frank

 

FileMaker EDI Integration

FileMaker EDI Integration Electronic data interchange (EDI) is used by businesses to electronically exchange standard business documents. EDI standards help reduce cost of processing email or mail-in orders and can speed up business by simplifying communication between two companies. Amazon, Walmart and many other companies use established EDI standards to process their orders securely. Supply Chain Insights published a study showing that 55% of customer orders are received via EDI, placing ED

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FileMaker HubSpot Integration

FileMaker HubSpot Integration HubSpot is an online marketing and sales tool that helps convert leads and close customers. HubSpot reported that total revenue was $375.6 million in 2017, up 39% compared to 2016. Many companies with both HubSpot and FileMaker find themselves ending up having to do double data entry from one system to the next. We will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with HubSpot. Creating a

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Custom Field-Based Value Lists

Introduction Does this sound familiar? You’ve rolled out a solution that includes a single-record Settings table where authorized users can enter/update various system-wide settings, including one or more fields where the items will appear in popup menus… and then comes the inevitable question: Why don’t items in popup menus appear in the order I entered […] View the full article

Kevin Frank

Kevin Frank

 

Google Charts in FileMaker

Google Charts in FileMaker FileMaker offers many different options for charting, but if you need a chart that is not available in FileMaker, you should consider using Google Charts. Google Charts is a free Javascript framework that can be used in conjunction with web viewers in FileMaker to extend your charting capabilities. Since native FileMaker charting is much quicker and simpler to set up, let’s look at some Google Charts. Only Available in Google Charts Geographic Candlestick Organiza

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Exposed by Tableau

Editor’s note: today we have a guest article written by John Weinshel, who has been quietly contributing to the FileMaker community for 20+ years. John’s thoughtful postings have helped developers at all levels of expertise, and I’m pleased to present his thoughts on Tableau here on FileMaker Hacks. Demo files: exposed-by-tableau.zip (6Mb, contains two .twbx […] View the full article

Kevin Frank

Kevin Frank

 

Sorting on a Field Rep > 1

Recently, in a virtual list report, I had a need to sort on rep number 2 of a repeating field called cell_text_r. FileMaker does not offer an obvious way to script a sort on a field rep > 1, and I had worked around the problem in the past by… A. Defining some special non-repeating […] View the full article

Kevin Frank

Kevin Frank

 

FileMaker Cloud 16

FileMaker Cloud 16 With the release of the FileMaker Cloud 1.16, several features that were exclusive to on-premise FileMaker Server are now available. The 1.16 update includes, but is not limited to, the features listed below. Server Side Scripts with the FileMaker Admin API Custom Web Publishing with the FileMaker Data API PDF and print support JSON Parsing OAuth 2.0 client authentication Server Side Scripts The release of the FileMaker Cloud Admin API now allows you to manage server-s

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Virtual List on Steroids

[Note 1: as always a huge thank you to Bruce Robertson, for inventing virtual list, and for many other contributions to the FM community over the years.] [Note 2: the following assumes the reader is familiar with basic concepts presented in Virtual List Reporting, part 1.] This is a follow up article to document new […] View the full article

Kevin Frank

Kevin Frank

 

FileMaker Cloud Schedule Manager

FileMaker Cloud Schedule Manager With the release of FileMaker Cloud Admin API, you can now monitor and manage multiple servers quickly and easily, including the ability to set up server-side schedules, pull a list of logged in users, send messages to connected users, and much more. Download our free FileMaker Cloud Schedule Manager too! Let’s take a look at the API and how to use it. Using the API The FileMaker Cloud Admin API uses a standard REST API which allows you to gather info and i

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FileMaker Twitter Integration

FileMaker Twitter Integration As one of the top social media platforms, Twitter has over 300 million active users worldwide. Leveraging FileMaker technology, developers can build custom apps which interact directly with Twitter. Let’s walk through how to get your app connected to Twitter.   Creating a Free Developer Account First, log into Twitter and create a Twitter App. Second, click the button to generate an API consumer key and an API consumer secret. These two strings are used to sec

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