Boosting Productivity and Collaboration with FileMaker

Productivity isn’t just about working faster.

It’s about reducing friction between people, departments, and systems so work moves forward without unnecessary delays.

As organizations grow, collaboration often becomes more difficult because information becomes scattered across emails, spreadsheets, disconnected applications, and departmental tools.

The result is more meetings, more follow-up, and more time spent coordinating work instead of completing it.

Create a Shared Operational Environment

With Claris FileMaker, teams work from a centralized system instead of separate files or disconnected applications.

Sales, Operations, Purchasing, Finance, and Leadership can all access the information they need while viewing it through interfaces designed for their specific roles.

Everyone stays aligned without duplicating work.

Improve Communication Through Shared Visibility

Rather than asking for updates through email or chat, employees can view:

  • Project status

  • Production schedules

  • Customer information

  • Inventory levels

  • Order progress

  • Approval workflows

Because information updates in real time, everyone works from the same operational picture.

Automate Routine Collaboration

Many day-to-day interactions can be automated, including:

  • Approval requests

  • Status notifications

  • Task assignments

  • Report generation

  • Workflow routing

This reduces manual coordination while helping projects move more efficiently through the organization.

Support Every Department

Because FileMaker is highly customizable, each department can access the tools and information most relevant to its work while remaining connected to the same underlying data.

This creates better collaboration without sacrificing flexibility.

Why This Matters

The most productive organizations aren’t necessarily working harder. They’re spending less time searching for information, updating spreadsheets, and coordinating manual processes.

By creating a connected operational environment, Claris FileMaker allows teams to focus on meaningful work instead of administrative tasks.

Productivity and collaboration improve when information moves freely across the organization. With Claris FileMaker, businesses can centralize workflows, connect departments, and build systems that help teams work together more effectively as they continue to grow.

 

Interested in building a more connected workplace with Claris FileMaker? Reach out to Kyo Logic here.

What Claris’ New Direction Could Mean for the Future of FileMaker

Claris recently shared a new look at where FileMaker is headed, and for long-time FileMaker users, the message is worth paying attention to.

The most important takeaway is not simply that Claris has refreshed its brand. The larger point is that Claris appears to be positioning FileMaker for a new era of AI-assisted development, in which software can be generated more quickly while still needing to be secure, stable, governed, and connected to real business operations.

That distinction matters.

AI tools are making it easier to create prototypes, generate code, and experiment with new interfaces. But business software is not just code. It needs a database. It needs user access controls. It needs deployment, backup, recovery, auditability, and long-term maintenance. Most importantly, it needs to reflect how the business actually works.

That is where FileMaker has always been strong.

For many companies, FileMaker is not just an application. It is the operational layer spanning departments, spreadsheets, approvals, reports, customer records, inventory, fieldwork, and internal processes. These systems often contain years of business knowledge that is difficult to replace and risky to rebuild from scratch.

The opportunity now is not to throw away that foundation. It is to modernize it.

If Claris continues moving in the direction it has outlined, FileMaker developers may soon be able to use AI-assisted tools to work faster across scripts, schema, interfaces, dashboards, and workflows. That could make it easier to extend existing systems, create modern user experiences, and help businesses get more value out of the data and processes they already have.

But the real value will still come from thoughtful implementation.

AI can accelerate development, but it does not automatically understand your business. It does not know which approval steps matter, which exceptions happen every week, which reports leadership relies on, or which processes quietly hold the company together.

That is why this direction is encouraging. It does not make FileMaker less relevant. It may make FileMaker more relevant as a trusted place where AI-assisted development can meet real operational needs.

For businesses already running on FileMaker, this is a good moment to take stock. Which workflows are still manual? Which interfaces feel dated? Which reports are difficult to produce? Which systems could be easier to use, safer to maintain, or better prepared for AI?

The future of FileMaker may not be about replacing what works. It may be about giving existing systems a much stronger path forward.

Rich Text Editor: a reusable formatting toolbar for any FileMaker field

Free FileMaker add-on

Rich Text Editor: a reusable formatting toolbar for any FileMaker field

Give users a familiar editor for notes, templates, and client-facing text, and set it up once for as many fields as you need.

You can add a full rich text editor to FileMaker with a web viewer, and you only need to build it once. Kyo Logic’s free Rich Text Editor add-on runs the Summernote editor inside a web viewer, lets you set up as many separate configurations as you need, and writes changes back to the connected FileMaker field as the user types.

Here is the moment it exists for. Your team writes the scope section of every quote in FileMaker. Someone needs a bulleted list, a bold warning, and a link to the spec sheet. They write it in Word, paste it in, and the formatting falls apart. Next week a different screen needs a stripped-down notes editor, and a developer starts building a second editor from scratch.

Why does rich text get complicated in FileMaker?

FileMaker text fields support basic character styling from the Format menu, but users now expect a toolbar: lists, headings, links, and the buttons they know from every web app. Embedding one editor in a web viewer is a reasonable afternoon of work.

The hard part is the second and third editor. One screen needs three buttons. Another needs the full set for templates and documentation. Each new editor usually means new scripts and new plumbing between the web viewer and the field. That is the part this add-on was built to remove.

What the add-on does out of the box

  • Built on Summernote. Summernote is a well-documented open source editor, so its options and behaviors are clearly defined, and it is simple enough that configuration changes stay easy.
  • Many configurations, one component. Create as many standalone configurations as you need, each pointing to a different field. Keep one minimal and give another the full toolbar.
  • The FileMaker communication is already handled. The link between the editor and FileMaker is abstracted out, so adding a configuration does not mean writing new scripts or field-level plumbing.
  • Background saves. The editor updates the connected field as the user types.

You create a configuration and point it at a field

↓

You choose the toolbar options that screen needs

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A user opens the layout and edits in a familiar toolbar

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The editor writes the content back to the field in the background

Why a repeatable pattern beats a one-off editor

The value is not rich text on one screen. It is having a pattern you can reuse every time a new use case appears, without starting over. A quote template, a product description, a client update, and an internal procedure can each get the editor they need from the same component.

Because Summernote has a fairly extensive API, there is room to go further when a solution needs more than the default setup. And if you are already improving the screens your team writes on, the Multi-File Uploader handles the attachments that usually sit next to that text, and the Audit Log & Version History add-on records who changed it.

What this could look like in your solution

Start with the field people complain about most. Usually that is the one where formatted text matters to a customer: quote scopes, job instructions, or report narratives. Give it the full toolbar. Then give internal notes a lighter version so nobody is distracted by buttons they never use.

Kyo Logic builds custom Claris FileMaker and manufacturing software for businesses across New England and beyond. If you want help deciding which fields deserve rich text, keeping formatted content consistent in printed and emailed output, or extending the editor with Summernote’s API, reach out.

Frequently asked questions

Does FileMaker have a built-in rich text editor?

FileMaker text fields support basic character styling from the Format menu, but there is no built-in toolbar editor with lists, headings, and links. A web viewer editor such as Summernote fills that gap.

What is the Kyo Logic Rich Text Editor built on?

It is built on Summernote, a well-documented open source editor, running inside a FileMaker web viewer.

Can I use different toolbars on different layouts?

Yes. You can create many standalone configurations, each pointing to a different field, so one can stay minimal while another offers the full set of tools.

Do I need to write new scripts for every field?

No. The communication between the editor and FileMaker is abstracted out, so adding a configuration does not require new scripts. The editor updates the field as the user types.

Quick takeaways

  • Pick the one field where formatted text matters most to customers and start there.
  • Use a minimal toolbar for internal notes and a full one for templates and client-facing text.
  • Check how formatted content looks anywhere it leaves FileMaker, such as printed reports and emails.
  • Download the add-on and set up two configurations to see the difference.

Get the Rich Text Editor add-on

Tell us where to send it and we will email your download link right away.

The Hidden Operational Cost of Copy-Paste Workflows

Copy-paste workflows rarely feel like a problem at first. They’re usually introduced as quick fixes: moving data from Excel to Smartsheet, copying values into an internal system, forwarding updates over email. Each step seems harmless on its own.

But when those handoffs become part of daily operations, they quietly add friction, slow throughput, and increase the likelihood of errors, often without anyone realizing how much they’re costing the business.

Where Copy-Paste Workflows Come From

Most manual handoffs exist because systems don’t talk to each other. Common scenarios include:

  • Exporting data from Excel into internal tools
  • Copying updates from Smartsheet into a CRM or ERP
  • Manually pasting figures into reports or emails
  • Re-keying information between departments

Each step fills a real gap. Over time, though, these gaps stack up and become an invisible operational tax.

The Real Cost Isn’t Just Time

The most obvious cost of copy-paste workflows is time, but the deeper cost shows up elsewhere:

  • Inconsistent data: One system updates while another doesn’t
  • Human error: Missed rows, pasted values in the wrong place, broken formulas
  • Delayed decisions: Teams wait for updates instead of working with live data
  • Hidden trends: Difficult or impossible to track changes over time
  • Lost accountability: It’s unclear who changed what, or when
  • Process fragility: Workflows depend on individuals remembering steps

These issues compound as volume grows, making it harder to scale without adding more people.

Why These Workflows Are Hard to Replace

Copy-paste workflows often survive because they feel flexible. Teams know how to adjust them on the fly, and replacing them can feel risky or disruptive.

But flexibility without structure eventually becomes a liability. When processes rely on manual handoffs, even small changes — new reports, new tools, new team members — can break the system.

What Happens When You Remove Manual Handoffs

Replacing copy-paste workflows doesn’t require rebuilding everything at once. With a system like Claris FileMaker, teams can:

  • Centralize data instead of duplicating it
  • Automate transfers between systems
  • Apply validation rules before data moves downstream
  • Create real-time visibility across departments
  • Maintain a clear audit trail over time

By eliminating manual handoffs, workflows become faster, more reliable, and easier to adapt to changing needs.

Copy-paste workflows rarely show up on a balance sheet, but their impact is real. They slow teams down, introduce risk, and make growth harder than it needs to be.

Removing these hidden costs improves operational efficiency, data accuracy, and confidence across the organization without adding complexity.

Manual copy-paste workflows may feel like minor inconveniences, but at scale they become significant operational bottlenecks. When data is constantly moved by hand between Excel, Smartsheet, email, and internal systems, errors increase, and momentum slows.

Interested in replacing manual handoffs with automated, reliable workflows built in Claris FileMaker? Reach out to Kyo Logic here.

Why Your Processes Break Every Time Volume Increases

Many business processes work perfectly, until they don’t.

At low volumes, manual steps, spreadsheets, and loosely connected systems feel manageable. Orders get processed, reports get built, and workflows move forward. But as volume increases – more customers, more transactions, more production – those same processes begin to break down.

The issue isn’t the team. It’s the system those processes rely on.

Designed for Today, Not for Scale

Most processes are built to handle current demand, not future growth. Early on, teams optimize for speed and flexibility:

  • Manual approvals instead of automated workflows

  • Spreadsheet tracking instead of structured systems

  • One-off reports instead of real-time dashboards

  • Human coordination instead of system-driven logic

These approaches work… until volume increases.

What Happens as Volume Grows

As activity scales, small inefficiencies compound:

  • Manual steps multiply: More data means more entry, validation, and reconciliation

  • Errors increase: Higher volume leads to more opportunities for mistakes

  • Delays grow: Processes that once took minutes now take hours or days

  • Visibility decreases: It becomes harder to track status across workflows

  • Teams feel overwhelmed: Workload grows faster than capacity

What once felt efficient becomes a bottleneck.

Why Adding People Isn’t Enough

A common response to increased volume is to add headcount. While this can help in the short term, it doesn’t address the root issue.

If the process itself is inefficient, adding more people often introduces:

  • More handoffs

  • More coordination overhead

  • More opportunities for miscommunication

Without system improvements, complexity increases alongside volume.

Building Processes That Scale

This is where Claris FileMaker enables a different approach. Instead of relying on manual workflows, organizations can:

  • Automate repetitive tasks

  • Centralize data across operations

  • Implement real-time tracking and status updates

  • Apply validation rules at scale

  • Create dashboards that reflect current conditions instantly

With the right infrastructure, processes don’t just survive increased volume, they perform better because of it.

Why This Matters

Growth should improve efficiency, not expose weaknesses. Building processes that scale ensures that increased demand leads to better performance, not operational strain.

If your processes break every time volume increases, it’s a sign they were never designed to scale. Upgrading your systems allows your operations to grow alongside your business without the friction.

Interested in building scalable workflows with Claris FileMaker? Reach out to Kyo Logic here.


When Small Workarounds Become Permanent Infrastructure

Most operational workarounds begin with good intentions.

A quick spreadsheet to track something new. A manual report to fill a gap. A copied dataset to bridge two systems. Each solution is meant to be temporary—a way to keep things moving and addresses a current need.

And over time, those temporary fixes tend to stick. What started as a short-term solution slowly becomes part of the day-to-day workflow, or a broken workflow. Eventually, those workarounds aren’t just supporting operations, they are the infrastructure.

How Temporary Fixes Become Permanent

Workarounds typically follow a familiar path:

  • A gap appears in an existing system

  • A quick solution is created outside the system

  • The solution works, so it’s reused

  • More processes begin to rely on it

  • Additional layers are added to support new needs

 

Before long, multiple workflows depend on tools that were never designed to scale.

The Risks of “Unofficial” Infrastructure

When workarounds become permanent, several issues emerge:

  • Lack of visibility: Critical processes live outside core systems

  • Inconsistent data: Multiple versions of the same information

  • Manual effort: Repetitive tasks required to maintain workflows

  • Limited control: Few permissions, validations, or audit trails

  • Scalability constraints: Processes struggle to handle growth

Because these systems evolved organically, they’re rarely optimized for efficiency or reliability.

Why It’s Easy to Miss

The transition from temporary to permanent happens gradually. Each step makes sense in isolation. Teams adapt, processes evolve, and the system continues to function, only with increasing complexity.

By the time issues become noticeable, the workaround is deeply embedded in operations.

Replacing Workarounds with Scalable Systems

A platform like Claris FileMaker allows organizations to take those fragmented processes and rebuild them into structured workflows. Instead of relying on disconnected tools, teams can:

  • Centralize data and processes

  • Automate manual steps

  • Apply validation and permissions

  • Create real-time visibility across workflows

  • Adapt systems as new requirements emerge

The goal isn’t to eliminate flexibility, it’s to support it within a scalable framework.

Why This Matters

Workarounds are useful in the moment, but they’re not designed for long-term growth. When they become permanent infrastructure, they introduce risk and constrain progress.

Replacing them with purpose-built systems helps organizations operate more efficiently and scale with confidence.

Temporary fixes have a way of becoming permanent. Recognizing when that shift has happened is the first step toward building stronger, more reliable operations.

Interested in replacing workarounds with scalable systems built in Claris FileMaker? Reach out to Kyo Logic here.

 

 

When Your Data Lives in Five Different Places

Modern businesses rely on multiple tools: CRMs, accounting platforms, spreadsheets, project trackers, and more. Each system serves a purpose. But when data is spread across too many places, the real challenge becomes alignment. And, unaligned systems become inefficient.

When your data lives in five different systems, your team spends more time chasing information than using it.

How Fragmentation Happens

Data fragmentation usually builds gradually:

  • A CRM for customer relationships

  • Accounting software for financials

  • Spreadsheets for custom tracking

  • Project tools for operations

  • Marketing platforms for campaign performance

Each tool solves a specific need. But without integration, data becomes siloed.

The Cost of Disconnected Data

When systems don’t communicate, teams face ongoing friction:

  • Conflicting numbers: Reports don’t match across platforms

  • Manual reconciliation: Time spent aligning datasets

  • Delayed insights: Decisions wait on data consolidation

  • Duplicate entry: The same data entered in multiple places

  • Limited visibility: No single source of truth

Over time, this creates operational drag that slows execution and increases frustration.

Why “More Tools” Doesn’t Solve the Problem

Adding more tools rarely fixes fragmentation. In many cases, it makes it worse. Each new system introduces another data source and another integration gap.

The issue isn’t the number of tools. It’s the lack of connection between them.

Creating a Single Source of Truth

This is where Claris FileMaker plays a critical role. Instead of replacing every system, FileMaker can act as a central hub that:

  • Integrates data from multiple platforms

  • Synchronizes updates across systems

  • Automates data flows between tools

  • Provides unified dashboards and reporting

  • Eliminates duplicate entry and reconciliation

With a centralized layer, teams gain clarity without sacrificing flexibility.

Why This Matters

When data is unified, organizations can:

  • Make faster, more confident decisions

  • Reduce manual work

  • Improve reporting accuracy

  • Align teams around consistent metrics

  • Scale operations more efficiently

The difference isn’t just convenience, it’s performance.

When your data lives in multiple disconnected systems, the cost shows up in time, accuracy, and decision-making. Creating a unified data layer allows teams to move faster and operate with confidence.

Interested in aligning your data with Claris FileMaker? Reach out to Kyo Logic here.


When “Just One More Spreadsheet” Becomes a Bottleneck

Most spreadsheet sprawl doesn’t start as a bad decision. It starts as a practical one.

A team needs to track something new. A report doesn’t quite fit the system. A one-off process pops up. So someone creates just one more spreadsheet to handle the edge case. It works… at first.

Over time, though, those quick fixes add up. What began as a flexible workaround slowly becomes a bottleneck that limits scale, creates risk, and makes it harder for teams to move quickly.

How Spreadsheet Sprawl Sneaks In

Spreadsheets often fill gaps where systems fall short. Common triggers include:

  • Tracking exceptions that don’t fit an existing workflow

  • Managing temporary processes that become permanent

  • Reconciling data between disconnected tools

  • Creating “helper” sheets for reporting or approvals

Each spreadsheet solves a real problem in the moment. But as more are added, teams lose visibility into which file is the source of truth (and whether the data is even current).

The Hidden Cost of “Good Enough”

As spreadsheet usage grows, so do the risks:

  • Version confusion: Multiple copies with conflicting numbers

  • Manual errors: Broken formulas or accidental overwrites

  • Slower workflows: Time spent updating, reconciling, and validating data

  • Limited access control: Anyone with the file can often edit critical values

  • No audit trail: Changes happen without clear accountability

Eventually, teams spend more time managing spreadsheets than solving the problems they were meant to address.

Where Throughput Starts to Break Down

Spreadsheets don’t fail loudly, they fail gradually. As volume increases, teams hit natural limits:

  • Processes rely on one person who “knows the spreadsheet”

  • Reporting cycles stretch longer each month

  • Edge cases require even more spreadsheets

  • Leadership hesitates to trust the numbers

At that point, the issue isn’t the data itself—it’s the infrastructure supporting it.

A Better Way to Handle Edge Cases

This is where Claris FileMaker often comes into the picture. Instead of creating new spreadsheets for every exception, teams can use FileMaker to:

  • Extend existing workflows without breaking them

  • Centralize data while supporting flexible logic

  • Automate edge-case handling with scripts and rules

  • Enforce validation and permissions

  • Maintain a clear audit trail

Even better, FileMaker allows teams to start small (replacing the most painful spreadsheets first) without needing to overhaul everything at once.

Teams rarely notice when spreadsheets become a bottleneck because the change is gradual. But over time, throughput slows, errors increase, and decision-making suffers.

Replacing spreadsheet sprawl with a purpose-built system doesn’t just improve efficiency, it restores confidence in the data and frees teams to focus on higher-value work.

“Just one more spreadsheet” is often a reasonable short-term fix, but it’s rarely a long-term solution. When workarounds start capping throughput and increasing risk, it’s a sign that your processes have outgrown spreadsheets.

Interested in replacing spreadsheet sprawl with a scalable solution built in Claris FileMaker? Reach out to Kyo Logic here.



When Manual Processes Quietly Limit Growth

Not all growth limitations are obvious. Some don’t show up in dashboards or financial reports. They don’t trigger alarms. Instead, they live inside small, repetitive manual tasks that quietly cap throughput.

Over time, these tasks accumulate. Each one seems manageable on its own. Together, they create invisible ceilings that slow expansion.

What Quiet Bottlenecks Look Like

Manual processes often hide in places like:

  • Re-keying data between systems

  • Manually reconciling reports

  • Email-based approval chains

  • Spreadsheet-based tracking

  • Status updates handled through chat

  • Data cleanup before every reporting cycle

These tasks rarely appear strategic, but they consume meaningful time.

The Throughput Ceiling Effect

As demand increases—more customers, more transactions, more data—manual steps scale linearly with workload.

That means:

  • More hires are needed just to maintain pace

  • Errors increase with volume

  • Reporting cycles stretch longer

  • Teams feel constantly busy but not necessarily productive

Leadership may attribute slowdowns to staffing or market conditions, when the root cause is process design.

Why These Bottlenecks Go Unnoticed

Manual limitations often stay invisible because:

  • They are distributed across departments

  • No single task looks overwhelming

  • Workarounds become normalized

  • Teams compensate quietly

By the time leadership recognizes the problem, operational drag has already slowed momentum.

Turning Manual Work into Automated Flow

This is where Claris FileMaker can transform operations. Instead of layering people onto manual processes, organizations can:

  • Automate repetitive data transfers

  • Replace spreadsheet tracking with structured workflows

  • Enforce validation rules automatically

  • Build dashboards that update in real time

  • Reduce reliance on email-based approvals

When manual steps are automated, throughput increases without adding headcount.

Why This Matters

Growth should create leverage—not complexity. Identifying and eliminating low-visibility manual tasks ensures that scaling doesn’t require proportional increases in effort.

The difference between sustainable growth and operational drag often comes down to infrastructure.

Manual processes rarely announce themselves as growth constraints. But over time, they cap throughput and increase risk. Replacing them with automated, structured systems unlocks capacity that may already exist inside your team.

Interested in identifying and eliminating hidden manual bottlenecks with Claris FileMaker? Reach out to Kyo Logic here.

Multi-File Uploader: drag and drop many files into a FileMaker record at once

Free FileMaker add-on

Multi-File Uploader: drag and drop many files into a FileMaker record at once

Attach photos, PDFs, spreadsheets, and drawings in one step, then preview, download, or delete them from a simple portal.

You can attach many files to a FileMaker record in one step. Out of the box, FileMaker inserts one file per action. Kyo Logic’s free Multi-File Uploader add-on adds a drag-and-drop window, so users can drop photos, PDFs, spreadsheets, and drawings onto a record together, then preview, download, or delete them from a portal.

Here is the moment it exists for. A field technician comes back from a site visit with 14 photos and a signed checklist. Attaching them one container at a time takes a dozen clicks per file, so the photos end up in an email thread instead of on the job record. Three months later, nobody can find the picture of the damaged panel.

What does the add-on do?

  • Upload many files at once to the record you are viewing: a customer, order, project, or ticket.
  • Preview, download, or delete uploaded files from a simple portal below the button.
  • Store files where you want. Files go into the included uploaderFiles table by default, or you can point storage at your own Documents or Files table.
  • Drop it onto any layout and link it to that layout’s primary key.

Day to day, it works like this:

A user clicks the Upload Files button on a record

↓

They drag and drop one or more files into the pop-up window

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They click Upload

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The files attach to the current record and appear in the portal below

Requirements and setup

The add-on needs FileMaker 19 or later, which is when Claris introduced add-ons. It works in hosted and local files. Setup takes about five minutes:

  1. Create the add-on. Open the downloaded file, click Create Add-on, and when the script finishes, close FileMaker.
  2. Install it. Reopen FileMaker and open the file you want to enhance. In Layout mode, open the Add-ons tab in the left pane, click the + button, and choose the uploader add-on. Drag its icon onto your layout.
  3. Tie uploads to your record. In the uploader_Upload File script, set the $id variable to the primary key of the layout’s base table, for example Customers::CustomerID or Jobs::JobID.
  4. Choose where files are stored. Keep the included uploaderFiles table, or update the storage steps in uploader_Upload File to target your own table and fields.

These steps are examples. Update layout names, table occurrences, field names, and privileges to match your solution, and test on a copy of your file before rolling it out.

How it fits real workflows

  • Field service and inspections: drop in the photos and checklist from a visit, no extra steps.
  • Sales and account records: keep proposals, statements of work, and change orders with the customer.
  • Operations and projects: store drawings, packaging specs, or vendor certifications on the job.
  • Quality checks: attach inspection photos and test reports to the lot or order they belong to.
  • Support tickets: attach screenshots and logs to speed up resolution.

Security, styling, and troubleshooting

Apply privilege sets so only the right roles can upload or delete files, and if you change the storage table, confirm accounts have the right record and field access. Restyle the button and portal to match your theme.

If something looks wrong, it is almost always one of four things:

  • Add-on not visible: confirm you ran Create Add-on and restarted FileMaker before installing.
  • Files linking to the wrong record: recheck the $id assignment in uploader_Upload File.
  • Files missing from your table: if you pointed storage at a custom table, recheck the storage steps and field mappings.
  • Portal looks empty: make sure the portal uses the correct related table occurrence and a relationship on your record’s primary key.

For power users: add a server-side cleanup routine for orphaned files when a record is deleted, add a counter to file names if you need versions, show a busy indicator for large uploads, or adapt the storage steps to write to S3 or Azure with signed download links. If you need to push files back out on a schedule, the Data File script steps handle that side, and the Rich Text Editor covers the notes that usually sit next to the attachments.

A thank-you

The Multi-File Uploader would not exist without Jason Wood’s work at Define Database. Jason originally built this tool for use with S3, and we adapted it for storage in FileMaker. Thank you, Jason.

What this could look like in your solution

The payoff is that documents stop living in inboxes. When attaching a file is as easy as dropping it on the record, people do it, and the record becomes the place to look. That matters most where proof is required later: inspections, deliveries, quality checks, and change orders.

Kyo Logic builds custom Claris FileMaker and manufacturing software for businesses across New England and beyond. If you want help dropping the add-on onto a layout, pointing it at your primary key, or moving storage into your existing documents table, a short working session is often enough. Reach out.

Frequently asked questions

Can FileMaker upload multiple files at once?

Not natively. FileMaker inserts one file per action. The free Multi-File Uploader add-on adds a drag-and-drop window so users can attach many files to a record in one step.

Which FileMaker version does the Multi-File Uploader need?

FileMaker 19 or later, since it is packaged as a FileMaker add-on. It works in hosted and local files.

Where are the uploaded files stored?

By default in the included uploaderFiles table. You can point storage at your own Documents or Files table by updating the storage steps in the uploader_Upload File script.

Why are my files attaching to the wrong record?

Check the $id variable in the uploader_Upload File script. It must use the primary key of the layout’s base table, such as Customers::CustomerID.

Quick takeaways

  • Pick the record type where people email files instead of attaching them, and start there.
  • Set $id to the primary key of the layout’s base table before anything else.
  • Decide whether files belong in the included table or your existing documents table.
  • Install on a copy of your file, test uploads and deletes with each privilege set, then roll out.

Get the Multi-File Uploader add-on

Tell us where to send it and we will email your download link right away.