FileMaker Document Management Solution

Creating a Document or Content Management Solution in FileMaker

Created by: John Mark Osborne
FileMaker Pro Expert

What Will I Learn?

• Create portals, filtered portals and filtered relationships
• Learn how to script complex automations with decision making intelligence
• Create adaptive or dynamic scripts
• Work with modular scripting
• Capture errors and redirect programming with error analysis
• Compare and contrast different approaches to a problem in order to design better solutions
• Learn the differences and best uses for global fields, variables and parameters
• Examine new features in the FileMaker 17 platform including Default Fields, Found Set Portal (Master-Detail Layout) and more
• Recreate the status toolbar
• Define an open script
• Script insertion into a container field
• Open and export the contents of a container field
• Attach the contents of a container field to an email including multiple attachments ala FileMaker 17
• Interface design
• Find script
• Notes portals
• Adding a row to a portal at the top of the portal
• Work with GetNthRecord and Extend to create a thumbnail view
• Custom functions
• Dynamically name windows
• Track revisions to container content

Requirements

• Students should be familiar with the basics of browse, find, layout and preview mode which can be achieved by taking any of the beginner courses also available on Udemy
• Students should be familiar with scripting, relational design and calculations although only a basic knowledge is necessary
• The course is taught using FileMaker 17 but can be taken by any with FileMaker 13 or later

Target audience

• Students will learn how to design a complete solution from the ground up including layout design, scripting, calculations, relational design and reporting
• A Content or Document Management solution will be used as the basis for the course but the concepts learned can be applied to any solution
• This is an intermediate course with some beginner and some advanced material