Claris FileMaker is About to Have a New Name

At its most recent Webinar update, Claris announced a name change that will impact its offerings. Long-time FileMaker users are probably aware this isn’t the first time the tech giant has changed names; Claris previously changed its name to “FileMaker” and then back to Claris in recent years.

 

What does this mean for Claris products? There’s a naming overhaul planned and a spiffy new gradient visual branding to go along with it. The name changes themselves are as follows:

  • FileMaker Pro is now Claris Pro
  • FileMaker Server is now Claris Server
  • FileMaker Go is now Claris Go
  • Claris Connect is now Claris Studio

 

It’s a pretty simple change to understand, and one that customers will pick up on quickly. Claris is ditching the “FileMaker” moniker and branding everything with the parent name. Interestingly, Claris promised that while Claris Studio will contain what used to be Connect, it will also be the umbrella for “new stuff.” Claris Vice President of Engineering, Peter Nelson, describes the new stuff as “functionality that will be available as part of the Claris platform.” While they didn’t get into the details, it sounds like they’ve got big plans in terms of expanding on what they offer their customers. Claris is anticipating the initial release of Claris Studio this fall.

 

Claris sees this as a way to create a central identity across all platforms while also allowing for better integration between platforms. This change will also make it easy for new clients to adopt these platforms. Claris also assures their existing users that nothing will fundamentally change for existing platforms. To put it more bluntly, these preexisting platforms won’t break as Claris updates their offerings.

 

Of course, this is just the foundation Claris is placing, and they promise to have more in store in the near future. At Kyo Logic, we’ll be sure to monitor and update as Claris rolls out new developments. We’re excited to continue to use Claris tools to create the best custom platforms and databases for our clients.

8 Simple FileMaker Tips and Tricks for Beginners

FileMaker is a “low-code” platform, which means it’s designed to be used by virtually anyone. It operates through a GUI, or graphic user interface, which is a fancy way of saying someone can use it through an actual piece of software as opposed to typing out lines of code.

Of course, experienced developers will be able to do considerably more with the platform. But for beginners, there are a handful of easy-to-execute tips and tricks.

  1. Know your shortcuts. While this isn’t crucial to getting the most out of FileMaker, it is helpful in terms of spending less time clicking through menus and dropdowns or hunting for the right window. Some of these shortcuts may be familiar if you’ve used similar programs. A full list of shortcuts can be found on the FileMaker website. Please note that these keyboard shortcuts are for Apple users. Windows users use “CTRL” instead of .
  • +Z will undo the last command
  • +SHIFT+F opens the find/replace dialogue box
  • +SHIFT+L opens the manage layouts box
  • and “up” or “down” arrows allows you to flip through pages
  • +SHIFT+D opens Database Manager
  • +SHIFT+S opens Script Workplace
  • +SHIFT+L opens Layout Mode
  • +SHIFT+B opens Browse Mode
  • +SHIFT+F opens Find Mode
  • TAB will allow you to move between windows. Speaking of which…
  1. Familiarize Yourself with Different Layouts. When choosing “Window” and then “New Window” from the dropdown menu, you can use different layouts that allow you to see multiple windows at once.
  1. Keep the List of Error Codes Handy. You can find Claris’s official list here. This is incredibly helpful in understanding why something isn’t working, and what can be done to fix it.
  1. Use Table View. This effectively zooms out to give you a look at all the information you’re working with. This is especially handy when you’re working with lots of complex data..
  1. Know How to Use Search Functions. Right-clicking a field and selecting “Find Matching Records” will give you all fields that match what’s selected. This can even work with highlighting a particular word, phrase or number within a field, allowing you to find all fields that contain that particular query. Right-clicking and selecting “Constrain Found Set” will allow you to search with additional parameters in another field. Simply put, you can search items that contain your first AND second search terms or values. 
  2. Utilize Rulers, Guides, and Grids for Formatting. These tools allow you to design more accurately and make more granular tweaks to your layout. Rulers will show you the exact size of a particular layout, in points, inches, or centimeters. Guides will overlay a series of blue lines on the layout, allowing you to line up various elements. Grids places a layout of 1/10th inch boxes over the layout, for spacing accuracy. Together, these tools can save time and effort and give you the perfect layout.
  1. Change Your Theme. Choosing “Change Theme” from the Layout menu allows you to make a variety of changes, from sweeping alterations to the overall color palette, down to granular tweaks in font. This includes things like changing how text boxes react to inputs and adding a highlight when hovering over clickable objects. While you may not want (or need) to tweak everything available, the level of customization users have over the interface means you can really make it your own.
  1. Create Your Own Keyboard Shortcuts. You may find yourself needing to access different aspects of FileMaker often, at least compared to the default keyboard shortcuts mentioned above. Selecting “Specify” will allow you to use your own key combinations to perform commands. Note that this can even override existing commands.

Knowing the above should help make creating FileMaker databases easier for beginners. But the best way to get the most out of FileMaker is to have a team of experts at the helm. To really learn what FileMaker can do for your business, contact Kyo Logic today.

14 FileMaker Features Perfect for Your Business

FileMaker Pro was built for small-to-midsize businesses in mind. It’s the perfect tool to optimize resources, compile data, communication across teams, and more. It can function as a comprehensive solution for a company top-to-bottom, or slot into an existing suite of tools where needed.

1. Unparalleled Customization. While there are a variety of software options for everything from sales to communications, they take a one-size-fits all approach. For businesses or industries with specific needs, FileMaker can be used to customize every aspect of your platform. Beyond that, it ensures that these otherwise disparate pieces– inventory systems, customer portals, and more– can all work with each other in a singular ecosystem.

2. Affordability.  A lot of the software and platforms designed for businesses can get expensive. Typically, it means paying for licensing fees for every piece of software and every employee or workstation. With FileMaker, there’s an upfront cost, but you’ve created a platform you own. No annual renewal fees or licensing costs to worry about.

3. Integration with Third-Party Apps. While FileMaker can be used holistically to create a platform that services your company’s every need, it can also slot into an existing business. If you use Slack or Outlook or any number of other popular business applications, FileMaker can work with them. For example, FileMaker can alert staff via Slack when a customer has sent an invoice. It can pull info from Salesforce and update records. It’s malleable enough to fill in the gaps your systems currently have.

4. FileMaker Cloud. A virtual necessity in the modern age of working from home, FileMaker Cloud allows employees to access applications and systems via a web browser. It’s a simple feature that can be a lifesaver in emergency, off-hours situations. 

5. Out-of-the-Box Data Management. FileMaker makes it simple to store, organize and manage data. Store, modify, and share documents, databases, and more for easy collaboration 

6. Easy-to-Use Communications Management. FileMaker is fantastic at managing workflow communication across departments and channels.

7. Easy Add-On Integration. There are a whole host of add-ons available. Everything from signature capture to data API can work with FileMaker.

8. CRM Tools. FileMaker is capable of performing a wide variety of CRM-related actions. Manage customer contact info, orders, quotes, invoices, and more, all on a single platform.

9. Data Reporting. Create custom reports and analytics based on real-time data changes. See a bird’s-eye view of your company or deep dive into granular information quickly and easily.

10. Flexible Hosting. FileMaker works with a variety of hosting options, including Linux, making it easy for any company to integrate.

11. Voice Commands. A recent addition, FileMaker now works with Siri voice commands, making it easier to operate hands-free and integrate with phones.

12. FileMaker Go. Speaking of phones, FileMaker Go (currently only available for Apple devices) allows users to use FileMaker on their mobile devices. Paired with FileMaker Cloud and traditional options, it means your platform and applications can be accessed virtually anywhere.

13. Easy to Learn. FileMaker is designed to be “low-code,” with the intention that virtually anyone can pick it up and begin using it.

14. Limitless Possibilities. To really unlock it’s potential, FileMaker is best used with professional developers. That’s where Kyologic comes in. We can help you build a FileMaker platform specifically for your business. If you want to learn more, please reach out to us here.

Understanding the Nuances of Mobile Design

There are virtually countless considerations to make when designing a website or application: typefaces and font hierarchies, design elements, colorways, workflows, CTAs… the list is endless. Most importantly, brands must envision how these elements coalesce to provide a positive user experience that’s reflective of your offerings.

Half of all web traffic comes from mobile devices, and Apple and Android applications are naturally being accessed from a phone or tablet. Understanding how users interact with a mobile device is critical in optimizing the user experience.

When designing a website intended for both desktop and mobile, the most obvious difference is alignment. Monitors and laptop screens are traditionally horizontal, while phones are vertical. A gorgeous pop-out menu with dozens of items might look amazing on desktop, but squished or cut-off on a phone. Intricate fonts that make your brand stand out might be virtually unreadable on a mobile device. Text can get squished. Buttons may feel out of reach.

Organize Content for Mobile

As mentioned, great desktop sites don’t translate well to an optimal mobile experience. Cramming detailed menus and complex infographics onto a tiny screen just doesn’t work. Vertical dropdown menus make navigating a website much simpler for mobile users. 

Collapsible categories are also incredibly useful. Browsing dozens of options on a desktop is fine, but daunting on mobile. Allowing users to hide or show relevant categories will ensure their precious screen real estate isn’t being taken over by info that isn’t necessary for their experience.

Be Mindful of Touchscreens

A critical button or menu at the top of a screen might not mean much for desktop users, but it’s effectively out of reach for visitors on mobile. People tend to browse on their phones with one hand. Their other hand might be preoccupied holding a subway pole, a baby, or any number of other things. As such, placing menus and CTAs at the bottom of the screen— where their thumbs can easily reach— makes for a much better user experience.

Streamline

The faster a user can complete a task, the better. Mobile applications and sites should prioritize their primary function above all else. For example, an ecommerce app should make it easy for users to open the app, find their products, and make a purchase. This may involve placing a core group of popular items front and center, as opposed to the eye-catching graphics they would’ve seen on the desktop site.

Long, drawn-out forms are also discouraging for mobile users. Simplify the number of fields when possible, or place them on multiple screens.

Integrate Other Phone Applications

Mobile users expect certain functionalities when selecting them on their phone. For example, a contact page with a phone number and email should open those related applications. Links to relevant apps in their app store and addresses that open a map application are also considered standard integrations.

Optimized mobile designs mean less obstacles and pain points for customers to navigate. The easier an app is to use, the more likely a customer can access the information they need to have a successful interaction. If you’re looking for ways to design a fantastic mobile app for your company, Kyo Logic would love to hear from you. You can contact us here.

Claris FileMaker is Now Available on Linux

As part of Claris’s new open release approach to FileMaker 19, the latest version of their platform now supports CentOS Linux. This includes all the features and benefits you’ve come to expect from FileMaker, as well as the most recent updates (you can read more about the most recent version of FileMaker here). While FileMaker Server was previously available for Windows and macOS, this marks the first time it’s been available on the open-source Linux system in many years.

This is especially exciting because a considerable number of businesses utilize Linux for both cloud hosting and their on-premise servers specifically for its security and stability.

In a press release, Claris noted that FileMaker Server for Linux includes key features like data integration via OData and the FileMaker Data API, server-side script schedules and plug-ins, and custom backup schedules. 

Claris also stressed that regardless of which operating system you’re using FileMaker on, you’ll be able to enjoy their new features like faster upgrades and better performance.

This year has seen Claris continue to innovate and bring major, requested features to their platform, and they show no signs of slowing. Have any questions about how you can create FileMaker applications for your business? Reach out to us here.

How Can FileMaker Work for My Business?

FileMaker is frankly an unassuming name for what’s actually an incredible suite of development tools. Custom applications created through FileMaker can streamline business operations and maximize employee effectiveness. Even if you’ve used FileMaker in the past, the changes and additions made in the last several years mean it’s a drastically different, more robust application.

What is FileMaker?

FileMaker began as a way to allow anyone to create simple bits of code to help automate or streamline processes at their small to midsize business. And while it’s still designed to give anyone access to designing simple tasks, it’s grown into something much greater. While the barrier for entry is still low, the skill ceiling is much, much higher.

As FileMaker evolved, it became a system that allowed those same small to midsize businesses to create (or hire someone to create) custom apps and platforms tailored specifically to their business. It’s effectively giving everyone access to the kinds of tailor-made internal platforms previously reserved for massive corporations.

How Does it Work?

In the simplest terms, for anyone with a low-code background (meaning anyone who isn’t a developer), FileMaker works as a series of databases that look similar to an Excel spreadsheet. FileMaker makes it simple to then create relationships between these databases. In these cases, a business owner could create a “relationship” that automatically sends an email out to a customer after a payment is recorded.

However, as mentioned previously, FileMaker can be much more complex. Certified developers— like Kyo Logic— can create GUIs (Graphic User Interfaces) and overlays that make these systems much easier to use, and those relationships can be amazingly complex. For these developers, they can use FileMaker to create a fully tailor-made, optimized CRM or ERP system.

It’s best to think of FileMaker like a paintbrush and set of paints. Anyone can pick them up and draw a picture, but the difference between a first-time artist and seasoned professional is massive.

What Does it Mean for My Business?

In the hands of the right development team, it means access to a custom-built platform like Salesforce or Netsuite at a fraction of the cost. Business can create a system to replace outdated and outmoded platforms they’re currently using. FileMaker is secure and scalable, so it can be used to create anything from a payment portal for a website, to an in-store point of sale system, to inventory management, to payroll databases. If a solution is needed, it can be crafted through FileMaker.

Are There Any Drawbacks to FileMaker?

For small to midsize businesses or projects, the answer is frankly “no.” FileMaker is flexible and feature-rich enough that there is very little it can’t do out-of-the-box, or be programmed to do by a knowledgeable development team. While it scales very well, it’s not ideal for massive corporations with thousands and thousands of concurrent users. But that said, departments within those large companies could very well use a FileMaker-based program for their needs.

How Do I Use FileMaker?

FileMaker and its associated services are available online, so setup is quick and easy. While some tutorials are available online, it’s ideal to take classes and get hands-on experience. That’s typically all one would need if they’re just looking to create something simple. However, professional developers take years of classes and credits, and typically have multiple certifications.

We recommend having a conversation with a FileMaker developer before making any purchases or commitments internally. It’s critical to understand the scope, goals, and expectations of the product. We’re happy to have a conversation with you to best assess your needs and make recommendations. You can reach out to us here.

FileMaker Pro 19.1.2 Updates

This past month saw the release of Filemaker Pro 19.1.2. This update is notable not only for the changes it brings; it’s also the first update to be rolled out under Claris’s new approach to FileMaker revisions. They’ve seen fit to release smaller changes as needed, whereas previously updates and changes were tied to the yearly FileMaker release. So while veteran programmers shouldn’t expect to see a changelog with quite the same scale as previous updates, there’s still a handful of exciting additions and helpful shortcuts.

1. Support for external libraries. This is the feature Claris is touting as the most exciting part of this update, and for good reason. Developers can now easily pull add-ons from other libraries, like CoreML. And while the majority of these add-ons and features could work with FileMaker previously, the process is now much more straightforward. The end result is the ability to create feature-rich apps much more quickly. It also means FileMaker developers can create add-ons within FileMaker that can easily be ported to other apps. If a developer creates a new integration, they can even choose to offer it on the Marketplace for other users. Now everyone, across libraries, can pool resources and access more tools and tricks. In layman’s terms, it’s as if FileMaker just joined the developer-equivalent of the European Union.

2.  Two-way integration with JavaScript code. While JavaScript is technically just one of the libraries FileMaker now has access to, it’s worth discussing on its own. JavaScript has been around for 25 years, and has its own robust set of add-ons and tools that FileMaker can now easily take advantage of, including improved charting and integrated project calendars. Both of these are highly requested FileMaker features. Having access to them via JavaScript is nothing short of a game-changer.

3. More ways to integrate with cloud APIs through Claris Connect. While this particular feature requires Connect, this update to workflows bears mentioning. This update sees upwards of 50 pre-built APIs from popular cloud computing platforms like G Suite and Salesforce. While integration with these and other cloud APIs was always possible, this update makes the process of literally dragging and dropping the relevant connectors. It also makes it easier to automate workflows through these connectors, although Claris is officially branding these as “templates.” Seasoned developers can still use DAPI for integration purposes, but these additions make these processes easier for newer users.

4. Build apps in your browser. A tremendous quality of life change that allows developers to use the FileMaker Cloud service in their browser. It’s worth noting that this doesn’t allow access to all the features that would typically be available server-side (Claris has provided a list of what is and is not available here). However, it’s still a nice feature to add at a time when working remotely— and on a variety of devices— is incredibly common.

5. Support for Siri shortcuts and NFC tag reading. These additions are being introduced as a way to make mobile apps much more comprehensive. Users can now create shortcuts and activate them through Siri. It’s an addition that will make it much easier for mobile users to take advantage of the custom apps and FileMaker services. NFC tag reading will make it simpler for apps to read Near-field communication tags in retail stores and other locations as needed.

While these updates and changes won’t affect the end result for seasoned FileMaker developers, they certainly make certain tasks easier. Ultimately, this update is about making FileMaker more accessible for users, and it certainly succeeds. While developers won’t see their end results change, it does mean they’ll have an easier time navigating these (previously complex) integrations.

Truly, what’s most exciting here is seeing the additions Claris has been able to roll out without having to wait for the next annual update. We’re excited to see what’s in store in the months ahead, as Claris will undoubtedly continue to make changes and updates as developer needs evolve.

If you’d love to see how these features could work to streamline operations at your business, you can reach out to Kyo Logic here. We’d love to speak with you.

The Power of the Pomodoro – Time Management in the COVID World

The world we live and work in has changed drastically over the past few months, since COVID-19 entered our lives. It has been the biggest change that most of us have ever gone through. While this change has affected us in every aspect, from traveling, to socializing, to going to the grocery store, it has affected us equally in the workplace.

For the first time ever, it is now the rule as opposed to the exception to work from home. Thousands of companies are transitioning to full time remote workforces and this trend will not go away even if COVID-19 does. While it is certainly comfortable and easy to roll out of bed and start working, it is natural to lose focus more easily than when you were in the office.

If your new virtual work life has made it focusing on your work difficult, know that you are not alone and that we have a technique just for you. This is a technique that we at Kyo Logic have adopted for years and have found brings great results to our team, allowing our developers to focus on the task at hand even when all of the distractions in the world circulate around them.

The technique we use is called the Pomodoro, named after a tomato-shaped timer that the original inventor of the technique, Francesco Cirillo, used. 

The technique is pretty simple. You spend 25 minutes working on a task and then take a 5 minute break, making each Pomodoro 30 minutes. Now, there are no rules saying you have to do Pomodoros in 30 minute intervals. At Kyo Logic, we have modified our Pomodoros to be 60 minutes with 50 minutes working and a 10 minute break.

The reason why the Pomodoro is a powerful tool is because of two key factors: 

1. It breaks up your day into multiple smaller periods, allowing you to focus each period on a single task. Everybody has been there on a day where you have more on your plate than you can possibly accomplish. It’s petrifying and can get overwhelming. We have seen that a side effect of having too much on your plate is that you spread your focus around to too many tasks, ultimately completing none of them. If you start your day by scheduling out your Pomodoros, you can know that as long as you follow the plan, you will get to everything you need. No need to worry!

2. It includes short, frequent breaks, which allow you to clear your mind, handle the items that would normally distract you from your focus and get yourself ready for the next task. This part of the Pomodoro is really what makes it special, especially in the virtual workplace. One of the biggest struggles that I and most of my team members have is transitioning focus from one task to the next. With the Pomodoro, focus transitioning is a built-in feature.

So, are you ready to take on your new virtual workplace one Pomodoro at a time? To help make this a reality, please download our free Pomodoro Timer below.

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Kyo Logic eSignature Add-on – How to turn a Database Feature into an Add-on

With the recent release of Claris’ FileMaker 19, Claris introduced a new tool called an Add-on, which allows you to drag and drop a ready-built feature into your database at the drop of a hat. Watch the video below to learn how to take an existing feature in a database and turn it into an Add-on. We will be using our eSignature Application as a base, so feel free to download that file and follow along.

 

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Kyo Logic eSignature Application – Using the Power of CLARIS FileMaker 19 to Enhance your Application

With the recent release of Claris’ FileMaker 19, developers around the world are reveling in all of its new capabilities. Today we will be taking a deeper dive into two new capabilities: WebDirect Card Windows and JavaScript in Web Viewers. We will show you how they can be utilized to greatly enhance your FileMaker database.

WebDirect Card Windows

            Since the release of FileMaker 16, Card Windows have taken the FileMaker world by storm. They have allowed databases in FileMaker Pro and FileMaker Go to layer a window on top of another window as shown below.

Starting with FileMaker 19, this functionality has now been brought to WebDirect!

JavaScript in Web Viewers

FileMaker has added a new function to Web Viewers called “Allow JavaScript to perform FileMaker scripts.” You can see below where to navigate to turn this on in the Web Viewer Setup.

What this allows you to do is enter the below JavaScript function into the JavaScript code in your Web Viewer. This will trigger a FileMaker script to be run as a result of an action taken within the Web Viewer.

[arve url=”https://test21.kyologic.com/wp-content/uploads/2020/05/Signature.mp4″ /]

In the eSignature Application tool we utilize the open source signature pad code provided here https://github.com/szimek/signature_pad  (Thank you Szymon Nowak!) as the base for the web viewer code.

We have set up each element of the code in its own field in the HTM_Html table and combine the individual elements into the HTML_Calc field, which is what the Web Viewer reads and displays.

The elements in our code, which have been added to our FileMaker functions, are JSFM1 and JSFM2.

JSFM1 Is the Function that will be called upon selecting Save and JSFM2 upon selecting Cancel from within the Web Viewer.

Here is a look at what the field JSFM1 contains:

As you can see here, when the Save button is clicked the function will run and, assuming that it is not empty, will first save the image as base 64 encoded text and then run the script SaveSignature in FileMaker.

SaveSignature simply pulls in the dataURL as the parameter, decodes and formats it to be a png. Than sets it to the container field and closes the card window. It’s as easy as that. No more unnecessary data api work arounds!

It is important to note that with FileMaker 19, it is no longer necessary to base64 encode your web viewer code on WebDirect. In order for the FileMaker.PerformScript function to work from within a web viewer in WebDirect, the webviewer code cannot be base64 encoded and must start with data:text/html,

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