 Hello, my name is Ryan Minook and I'm a Solutions Consultant with FileMaker. Thanks for joining me for today's idea to iPad webinar, where we'll spend an hour or so turning your submitted ideas into FileMaker solutions for the iOS and demonstrate how easy it is to get started creating those custom solutions with FileMaker. But first, I'd like to spend the first five minutes on some brief housekeeping notes and chat about the idea that we picked. For the best experience, it is strongly recommended that you participate in this webinar with at least a broadband connection. If you have any problems or require online assistance at any time, please contact Citrus Technical Support at 888-259-8414. Now, throughout today's presentation, you will have the opportunity to type in and ask questions. So let's talk briefly about how to do that. Go to Control Panel, click on the Questions section, enter your question, and click Send. We'll try to answer as many as time allows at the end of our presentation, but remember, you don't need to wait until then to submit a question. So as usual, we had a high participation rate with a wide range of entries. So we created a pool of submissions from this session, combined with the previous requests. We grouped them into high-level categories or tasks, and then we chose an idea from the most popular one to demo. But keep in mind, FileMaker will continue holding idea to iPad events in the future. So if your idea wasn't selected this time, keep submitting them for use as a potential demo. And while your use case may differ, we'll still be covering some common techniques and features that you can apply to your solution. Your requests were similar to the ones that you're seeing on your screen right now, but based on the popularity of your submissions, the winning entry is a document management solution. Now, a common goal for a document management system is to organize and connect multiple-related documents. Maybe you want to associate all of the appropriate contracts or licenses to a vendor, or you wanted to track the different versions of a document or combine photos, sound files, and movie files to a common production. There are a lot of ways that you can approach building a document management solution in FileMaker. But today, we're gonna build out a submission centered on the management of acceptable use policy documents. Now, these documents outline the rules for network usage compliancy and are commonly required to be signed annually before one is given access to a computer, university, or an organization's network. Now, the idea also requests a level of security so users who log in can only see their record and can't sign another person's document. So we're gonna spend about the next 30, 40 minutes building that output. Before we do that, let's go ahead and provide some context for the solution that we're building. Let's all assume that we're a part of a company and let's take a look at our attendee list here. We'll say Carol. Carol is our boss, okay? Now, as noted, our company annually requires staff to sign an acceptable use policy document and our current process is as follows. This acceptable use policy document is emailed to every employee. The employee prints it out. They sign it and give it to their manager. The manager then manually tallies who has signed the document in a spreadsheet which is then sent to IT. And then the IT ends up with multiple spreadsheets from multiple managers that they have to combine. And not to mention that IT now has spreadsheets which are potentially out of date as soon as it reaches them. Now Carol knows that every year we're spending too many wasted cycles on this and it's costing the company time and money. And that's when I get called into her office. I work on the IT team and Carol knows that there has to be a more effective, more efficient way to facilitate this process. And Carol wants the following. A tool that allows IT and management team to be able to view who or who hasn't signed a doc while walking around the company. A solution that maximizes our workflow and allows it to combine all of our related data into one custom solution. And a level of security to make sure that the staff signing the documents are who they say they are. So the first thing I wanna do is make sure that I can get this on any iPad. So I'm going to create a new database, share it with FileMaker server and then connect to it with FileMaker going the iPad and let's go ahead and walk through how we do that. So there's a lot of different ways that we can get started creating a solution in FileMaker but the first thing I'm gonna do is actually take that spreadsheet that we just took a look at and drag that directly into my FileMaker ProAdvanced icon. Now right off the bat, FileMaker recognizes this as an Excel file and I'm going to decide to choose the first row of fields which are typically the names labeling the columns. So click okay. And we'll call this compliance details. So I'll save that to the desktop and just like that we have a FileMaker database those columns converted to these different fields and we're taking a look at FileMaker's table view which kind of looks like a spreadsheet. We also have another view which is called a form view and we can look at records individually, okay. There's a lot of things we can do at this point maybe we could start building out that security because we're adding new features and functionality but the main thing we wanna do right now is make sure again that we can get this onto the iPad so I wanna share this to my FileMaker server. So I'm gonna click on this share icon and I'm gonna select upload to FileMaker server. Now I have FileMaker server running in the background of my machine and FileMaker server is the hub of your solution. It provides the security, the reliability and the performance and just host your files. So I'm gonna go ahead enter my credentials for FileMaker server. Okay, so I'm gonna type that. Okay, now I'm gonna upload my database and I'm gonna open it up with FileMaker Pro. Now you'll notice that it looks like we're looking at the same database that we had a minute ago but up at the top you'll see compliance details and then in parentheses, Ryan Minooks FileMaker server indicating that I'm accessing a hosted file. So the next step I'm gonna do is get this onto my iOS device and in order to show you how to do that I'm gonna launch this reflector app and it's gonna allow me to air play the iPad that I have in my hands right now onto my screen. So give me one minute to do that. Okay, we'll mirror that over and again this is the iPad Air that I have on my screen right now or in my hands right now. So down at the bottom I'm going to tap on the FileMaker Go icon. So I'll tap on that and this is FileMaker Go 13. I can view recent files. If I tap on Device this shows me all the files that I have locally on this device which is a great alternative for working in my data if I'm in a area with a bad network or no network connection at all. Then if I tap on Host icon on the left side this shows me all the file or all the machines that are currently hosting FileMaker files on my local area network. If I wanna access a machine outside of my local area network I could just tap Add Host and enter that IP address. I'm gonna go ahead and scroll down this list and I'll see Ryan Minook's FileMaker Server. So I'll go ahead and tap on that and then we'll see the Compliance Details Database that we just created. So I'll go ahead and tap on that as well and there's our solution. And I can pinch and zoom just like you would expect on an iOS device. Now remember how I talked about how difficult it was to maintain these spreadsheet when multiple users are entering data. Let's go ahead and take a look at this. Let's say that we're looking at Lori's record and a week ago she changed groups from human resources to finances. She joined the finance department so I'm just gonna tap into that field on FileMaker Go and I'll update her record by typing in Finance. Now watch what happens when I commit this record. Take a look at the FileMaker Pro on the left side of my screen. I'm gonna go ahead and commit this record in FileMaker Go and just like that, Lori's record is updated to finance. So it doesn't matter how you're accessing this hosted file on Mac, Windows, on the desktop, the iOS, or in a web browser, everybody's gonna see this change. This change is automatic. Now let's take it a step further. Let's say that it was a little bit premature to have Lori join the finance department. It didn't go through just yet so I'm gonna change that back to human resources. And at the same time, we have another user in the office who's updating the contact information and they noticed that Lori's email needs to be updated as well. So we have two people trying to edit this file. Watch what happens when in the FileMaker Pro window someone tries to edit this record. We get this message saying, hey, someone's already modifying this record. You have to wait until they're finished. This is what we call automatic record locking. So you can have hundreds of people viewing your records, but only one person is gonna be able to edit at a time. And what that means is that you're always gonna have one version of the truth. And you can see when I commit that record in FileMaker Go again, it's displays over on the FileMaker Pro side. Okay, so we dragged an Excel spreadsheet into FileMaker, shared it with FileMaker Server and connected to it with FileMaker Go on the iPad. And really it was just two things. Just dragging and dropping a file and hosting with FileMaker Server. So in just a few minutes, I was able to provide access to our information on a computer or an iOS device from anywhere in the world. Any changes made are seen everywhere immediately unlike having all of our information spreader costs, multiple spreadsheets. So I'm feeling pretty good that I can prove to Carol that our first set of criteria is met. But now I wanna make sure that I can create a layout designed for our workflow and optimize for the iOS that also displays all of the related information. Or in this scenario, really just all of our related documents like the AUP forms. So I'm gonna create a new layout in FileMaker Pro, create relationships between staff and documents and display related records for each individual employee. Okay, so let's go ahead and talk about how we would do that. I'm gonna shut down this reflector for a second and go back into my FileMaker Pro. Anytime we're editing or making changes to the layout of our solution, it's always done in FileMaker Pro. And up in this right corner, we have this edit layout button. So I'll go ahead and click on that. And I'm gonna go to the layouts menu and select new layout report and we get this new layout wizard. I'm gonna call this compliance details for iPad. And I'm gonna choose to build out a layout for the touch device, select the iPad to form. And we finally get to choose, do you wanna build out in a portrait mode or a landscape orientation? I'm gonna choose landscape orientation for this layout. So click finish. Okay, so what happened? Well, FileMaker has given us a layout that matches the dimensions of the iPad in a landscape mode and it's also given us a touch theme. And there's over 60 themes that you can choose from in FileMaker. And you'll notice that some of these are marked as touch. So for example, if I see enlightened to enlightened touch, luminous touch, sophisticated, sophisticated touch, the touch themes are designed for the iOS. They're gonna have larger objects and larger fonts just like you would expect. So let's go ahead and stick with the sophisticated touch. We'll click okay. And now I need to get my information over onto the layout. And information is stored in fields in FileMaker. And we have this brand new tool in FileMaker 13 which makes it easy to put your fields on your layout. It's called a field picker. Okay, and here's the fields that were created when we drag that Excel file into FileMaker. And in order to get a field onto your layout, you just have to click a field and choose to put a label right on top of my field and drag it right onto the layout just like that. Again, click a field. You can use like the shift key or control keys to grab multiple fields at once and drag it onto my layout. You'll notice we have these blue lines and we call these the dynamic guides and they help you align your objects a lot easier, okay? So it looks pretty good there. And just grab all of these and bring them down a bit onto my layout just like that. Perfect. We probably want to have a photo of the employee as well. Just make it easier when we're walking around with the solution in our hands to make sure that the record that we're looking at is truly for the person that we're talking to. So we don't have a photo field, but that's okay. We can just click this new field button right here. Okay, I'm gonna call this photo and I'm gonna change the field type from text to container. And container allows you to store media. So you could have document files, PDF files, sound files and movie files all within this particular field type. I'm gonna choose to not bring a label and drag that over onto our layout. Again, using the dynamic guides to help me align, okay? And I'll just draw this out a little bit and I'll just grab all of the fields to make them a little bit larger. Okay, that's simple. So let's keep building out. Let's say that I want to have my company logo on all of the records. I wouldn't create a container field for that. All I need to do is just take that image, that logo image and put it directly onto my layout. I'll put that right into the right corner of my layout and that will appear on all of my records. And now maybe I wanna add a text label. I'll call this compliance details, okay? And we'll make this font a little bit larger, 36 font cells, good. Okay, and again, using my dynamic guides to align my objects. All right, so let's go ahead and save this layout and take a look at all of our changes in browse mode. In browse mode, this is where you make the edits and add data and enter data, okay? And you can see as we scroll through records, all of the information that we pulled from the Excel spreadsheet to appear here, okay? Now what can we do with this photo container field? Well, if you want to add a photo to a record, it's as simple as drag and drop. So I'm gonna open up my folder here. I have photos of all my employees and I'm just going to drag that right into a container field just like that. Let's go ahead and one for Jill. Use Jill's record. And we'll add one more, we'll add Chris's photo. That's simple. Okay, so we still have a lot of space on this right hand side and we want to make sure that we're tracking the acceptable use policy forms and who signed them. So let's go back into layout mode and there's different ways that we can approach this. And one way is maybe we want to create some container fields just like we did for the photo field. So I could call this document one, changes to a container and add another field, document two, we'll keep the labels off and we'll bring them onto the layout, okay? And we'll make these a little bit larger. So this is one way to approach it. We could statically add more container fields to the layout. It's not very flexible if I'm going to, if I don't know like the fixed amount of documents that I'm gonna need for every record. So for example, if you know that you have a vendor and there's only three types of licenses that are always gonna be associated for this particular layout, then maybe that's a good option. But for something like the acceptable use policy form where every year we're going to have to add a new form and a new signature and track that, this might not be the best approach really. In this format, I could only fit really two other containers. So we're only really logging like four years here. So let's go ahead and get rid of this, okay? And let's get rid of these fields as well. And what I like to do is actually create a table specific for the documents and associate that to the employees and that way we can save a lot of space by showing multiple related records in what we call a portal. And I wanna show you how we do that. I'm gonna click on this managed database button right here in the field picker. And this is the managed database window. There's a lot of ways to get to the screen, but this is really where you can add to your database schema. So we can add new tables, we can add associate fields to those tables and we can create relationships. And actually the start, I'm just gonna change by default, the default table takes the name of the file. I'm just gonna call this employees, okay? And I'm gonna create a new table called documents. So I'll create that. And I wanna add some fields to the documents table, okay? So we need a document ID. We always need a unique identifier. And to make sure that it's a unique identifier, I'm going to click on the options button for this number field. And make sure that I check in the auto enter tab to auto enter a serial number. And this way every time a new record is created, that document is always guaranteed a unique number. Then I'll create a employee ID field. And this is gonna allow me to create a relationship with the employee table. Probably want a title for the name of the document. We'll change this to text. We'll have a document container field to store our documents, okay? And we'll have a signature container field as well. With a file maker go container fields, you're allowed to store a signature. And we're gonna show you how to do that. But we'll talk about that in a bit. Then I want a signed date. We'll change that to a date type. And then finally I want a field that captures whether or not the document has been signed. And this way we'll have a nice way that it really stands out visually for our IT team or management team to really kind of see that. So I'm gonna create a status field, okay? And I'm actually gonna turn this into a calculation because I don't want the IT team or the management team to have to manually type in if it's unsigned or signed. So I'm gonna turn this into a calculation I'm gonna click create. And this is FileMaker's calculation dialog box and you're gonna see this all throughout the software, okay? A little bit dancing at first, but really what you're looking at are all of the fields for the table, operators and all of the preset functions, okay? And it cuts down on the amount of querying that you have to do in FileMaker. And what we do is combine all of these and combine it with some literal text to form different expressions that produce different results. In this scenario, since I wanna know if it's unsigned or signed, I'm gonna use a conditional if statement or conditional if function, okay? So we'll go down to the if. And now I have to provide my condition. So I'm gonna say use the isEmpty function and signature field. So if the signature field is empty, my first result would be unsigned. Otherwise, it's signed. And literal text is always in quotation marks. Finally, the calculation result is going to be text. So we'll click okay there, all right? So pretty good start to our documents table. Let's go ahead and click okay. Now, again, we wanna show multiple related records to this employees table. And the way we show multiple related records is through an object called a portal. And we can access that through the portal object in the status toolbar in layout mode. I can just draw that onto my layout. But one thing we didn't do in that managed database window was actually create a relationship. So right now this portal, I can't pull from any tables. So let's jump back to that managed database window and we'll go to the relationships tab. And creating a relationship in FileMaker is all about finding the fields with the common values. Okay, in this scenario, it's gonna be the employee ID to employee ID. And to create that relationship, I'm just gonna click the employee ID field from employees table and drag it right over to the employee ID field in the documents table. That's simple when we have a relationship in FileMaker. Again, I'm just going to highlight the employee ID field, click and hold and drag it over to employee ID. And right now we're telling FileMaker, hey, when the employee ID field equals employee ID field, allow me to share that data, okay? I'm gonna jump back into this relationship and I'm gonna specify that based off this relationship, I can create new records in the documents table. That's what we want because we wanna add more documents to an employee. So you wanna allow that. So we'll click okay, we'll click okay again. Now when we go to our portal, we have a related table, that documents table. So we'll select that, okay? We'll choose to show vertical scroll bar and I just wanna show one row and in portals, a row equals a record. Okay, I'm just gonna show one row and I'm gonna click okay. And we could add a bunch of fields here from this, add fields to portal window, but I'm gonna cancel this because I also wanna show you that in the field picker, you can also pick fields from tables that are not the current table, okay? So let's draw our portal out a little bit, give it some space. Again, this all represents one row in the portal. All right? And I'm just gonna take this document field, make sure it labels off and just drag it right onto my layout, just like that. Okay, we'll make this a little bit larger. Let's make this portal a little bit closer to the edge, just like that, okay? And now we'll add some fields. Let's see, let's grab these three fields, we'll pull them out vertically with a label. Above the field and bring them onto our layout, just like that, okay? Now I'm just gonna grab this sign date field to align it a little bit better. And I'm gonna make this a little bit smaller. So it's actually within that field, okay? There we go. And I actually wanna move these fields a little bit. These down here, sign date up here, and the status right here. Again, I'm using the dynamic guides to align. Looks good. Bring that up, perfect. Okay, now I'll probably add a rectangle object here to help indicate that we're looking at a singular record. So let me just draw a rectangle here really quickly, okay? Just like that. And now let's give it a different type of formatting. And I'm gonna use FondMaker 13's new styles formatting, okay, for objects and fields. So we have this default look. We have accent color, which is a lighter blue. And I'm gonna go ahead and stick with this accent color too here. And finally, I'm gonna grab the title field. And choose not to bring a label over and put that directly right over top of this little rectangle piece. Now we have this white fill in lines for the title field. So let me go back to the styles tab. And I'm gonna choose for text fields, the minimal edit box. All right, looks good. And I'm going to make this just a little bit larger. And I'll change the font style so that it's always uppercase. Okay, so let's take a look at our changes in browse mode. Let's exit the layout and save our changes, okay. Now, if I want to add a new record in the portal, I'm just going to enter some information in one of the fields. This is the AUP form for 2014, okay. And again, if you want to add fields to a layout, we just need to, I mean, if you need to add a file to a container field, just need a drag and drop. There we go, just like that. You'll notice that the calculation has already kicked in that the status is unsigned because the signature field is empty. Okay, and we won't put a signed date. And let's go ahead and let's add a record for Jill as well. Okay, take this form, drop it in there and we'll do the same thing for Chris. Just like that, okay. And you can see how we have, we can add additional records in that portal. Maybe you want to say, this is the AUP 2013 form. You can take that 2013 form. And again, just drag and drop, just like that. So Lori has the 2013 and 2014 forms associated with her. Okay, so let's take a look at how this layout looks on the iOS device. So let's launch Reflector again. And let me minimize this file maker pro. Give me a moment to bring up my iPad on AirPlay. Okay, there we are. And at the bottom left corner, you'll see we have, we're looking at layout number one. I'm just gonna tap on that and select the compliance details for iPad that we've been building out. Okay, and just like how we saw the human resources and finance data change, everything that we're building out here is automatically displayed to the other devices that are accessing the solution as well. The changes are just gonna automatically update. So this is listed as unsigned. What we want to do is go ahead and tap on the signature field. Okay, this is a container field. And you'll see that we have a option that says signature. So when I tap on that, now we can have Lori sign, accept. Notice that our calculation has now changed to sign. She's gonna tap on the sign date. Okay, two March 18th, looks good. And that's simple. Let's keep building out. Let's close this for a second and let's bring up file maker pro. I really want this status to really stand out for the IT team and the management team looking at the solution. Okay, so let's go back to layout mode and let's add some conditional formatting. And conditional formatting is just what it sounds like. It changes the formatting of that field based off of a condition. It's gonna click add. And we'll change this to formula is and specify back to the documents table. I wanna make sure that if the status equals unsigned, okay, if status equals unsigned, let's go ahead and make this text color red and we want it to be bold as well. Okay, and I'm actually going to change the data type keyboard for this as well, this calculation field. There's nine keyboard type to choose from for file maker go and I'm gonna change this to a system default. Okay, that status. Looks good. Now let's say that we went to someone's desk, we looked at their status that they were unsigned and we wanna make sure that, okay, if they weren't at their desk, we can contact this person somehow. So let's go ahead and set up a functionality where we can email this person. But before we do that, allow me to step out of the solution, okay? And step into our starter solutions. And these are 16 free starter solutions, they're built out solutions and they're generic enough for any company and they're fully customizable as well. So you can be talked about at the beginning, different approaches for taking your idea to the iPad and we took a Excel spreadsheet and drug it into FileMaker, but this is another great way. You'll see that it already has layouts built for the different technologies, already has layouts built for the iPad, for example. And these are also a great resource as learning tools. So you'll have some great examples for how scripts are created if you wanna do some reverse engineering there or if you wanna do some reverse engineering in terms of the relationships and how they're set up. I also like to use these as a resource for my own layouts, okay? So for example, I really like this email icon. So I'm just gonna go to layout mode and I'm going to copy it and then I'm going to paste it right into my layout, all right? And we can close this Invoices Star solution for now. And what I'm gonna do is just resize this a little bit. Okay, let me pull that up. It's a little bit larger, okay? There we go. And I'm gonna turn this into a button. So I'm gonna choose a button setup, all right? And this lists all of the script steps in FileMaker. If you go to this Scripts menu, you can create your own scripts. Essentially, these cut down on the amount of querying you have to do, but you combine these script steps into an organized list along with calculations and they produce a different task for you, okay? But this one's pretty straightforward. I'm just gonna use the Send Mail script step by itself, okay? So I'm using Send Mail, I'm gonna click the specify button and in the to field, I want to automatically populate the value that's in the email field, okay? And we can specify a calculation in the body or the message if we want, but just for now, we'll just go ahead and go with this email value. So we'll click okay, all right? Click okay there as well. So let's go ahead and save these changes, all right? And let's take a look at this layout on our iOS device. So let me minimize that, bring up Reflector again and give me a moment to air play this back to my desktop. There we are. Okay, so here's our workflow. I'm gonna go ahead and tap on the bottom right corner and I'm gonna perform a find and I'm gonna perform a find for the accessible use policy document for 2014 for a status that is unsigned, okay? Two records are found, so I'll click okay and we have that nice indicator in the status field that gets bright red, okay? This person is unsigned, really pops out and let's say that we were at Jill's desk and we know that it's unsigned and we want to let her know that, hey, please give her a reminder that she has to sign this form. I'm just gonna tap on that little button we created and there's the email that we can send with a two field populating the value in the email field. Okay, so we created a layout optimized for iOS. We created a relationship between staff and documents tables and we displayed related documents for each employee. So we now have a solution built to our workflow and all of our information in one custom solution. That means less time wasted on an inefficient process and more time spent on productive interactions. So we're almost ready to send Carol our solution and head out of the office well under an hour but our final task is to make sure we add a layer of security so that each employee only has access to his or her record and the information entered is truly his or her information. So we wanna ensure that the only person who can sign a document is the appropriate employee. So I'm gonna create individual accounts for employees, create a privilege set to specify what users can do in the file and use scripts to supplement the security. So let's go over how we would do that. Okay, back in our view here and just cancel this out and let me close our reflector as well. Again, all the design changes are happening in the FileMaker Pro. So we'll go back to layout mode and I'm gonna go to File, Manage, Security. Okay, so within the file, access is broken down in kind of like two areas. Accounts, like who are you, your login information and privilege sets, what can you do in the file? And by default, there's three privilege sets, full access, data entry only and read only access. Let's create a new account for Lori. We'll call it Lori Delgadil, give her a password. And as a tip, you can use these three privilege sets but it's always a really good best practice to create your own privilege sets so that you have total control over what users can and can't do in your solution. So I'm gonna click a new privilege set, okay? And I'm gonna put employees in brackets to keep up with the way the other privilege sets are formatted and then we can specify a few items, records, I can use the global type of permissions based off of the three privilege sets where I can create my own custom privileges and that's what I wanna do, okay? I wanna make sure that in the employees table, only the employee can only view the own record that is associated with them. So I'm gonna actually choose a limited access here and there's our calculation window again. And in order to do this, I'm going to use a function out of the get functions and get functions grab information out of the current session. So I want my current session, I wanna grab the account names, I'm gonna use this, get account name function. I'm gonna say you can only view records in the employees table when the current account name equals the value in the full name, okay? So if Lori's logged in, Lori Dalgadil, she can only view records where the full name equals Lori Dalgadil, so we'll click okay there. And edit, we're gonna do the same thing, okay? I only want the employee to edit their own record, so I'm gonna use a get function again, information about the current session and say, well, you can only edit a record where the current account name matches the value in the full name field, okay? I don't want them to be able to create new records and I don't want them to be able to delete but we'll give them field access to everything. For the documents table, view will limit this. We'll say that the employee ID equals the employee ID, okay? Click okay, same thing for edit. We'll say employee ID equals the employee ID and click okay. I want them to be able to create new records because again, in the documents table, we create a new record to allow them to enter a file into a new container field. Delete, I don't want them to be able to delete and field access will give them everything, we'll click okay. Layouts, okay? We have access to the compliance details, layout. I just want them to be able to view the layout but on the records, they can modify everything. Same thing for the documents. I just want them to be able to view and not make changes to the layout but the records, they can make changes to. So we'll click okay there. Then value list, let's say view only, executable only. Extended privileges, this specifies when a file is hosted via this particular method, if it's hosted via web direct, if it's hosted via Fomica network sharing, if you have a ODBC connection configured, then this account can access your file. So we're currently being hosted by a Fomica server so I do want to make sure that this account can access the file when it's hosted, okay? So I'm gonna put a check there. Let me have a few other privileges, like allow printing, this also allows you to save records as PDF. And then available menu commands. We'll just leave it as minimum right now but you can actually create your own custom menus with the Fomica Pro Advanced feature. It's right up in the tools menu. So all of these menus right here are the things that you can edit. So I'll click okay, all right. That looks good, it's okay. And then in order to save these changes, it asks for a full access account. So we're gonna use the default access account, all right. And then I'm just gonna add a quick script here. Okay, we'll call this re-login. This is a good tip if you are building your solution and you're creating the accounts. So you don't have to constantly open and close your file. Just create a quick re-login script. Okay, so we'll save that. And by checking this, it's gonna show up in the scripts menu, which means it's gonna show up right here, perfect. All right, so let's save this layout, all right. And now let's re-log in with Lori's access. Okay, Lori, doggadill, password, okay. So it looks like we're still in that, we're still seeing all those total records, right? We're seeing Lori's record, but if we scroll through, you now only have access to her records. You can only make changes to her record. Let's take it a step further. Maybe we just want Lori to see her record by itself. Like if you had vendors, for example, you only want a vendor to see the records related to them. You don't wanna see a 96 record found set of no access records, right? So let's go ahead and re-log in with the admin account and let's add a new script, okay. Now, scripting is a great way to supplement security. It shouldn't be the basis for security, okay? Navigating people in and out of found sets and away from layouts and things like that. It's to supplement for security, all right? But let's create a new script and we're gonna call this opener script. So I wanna make sure that we create a script where when Lori opens up the database file, she's only gonna see her record and we're gonna use found sets like a find to make sure that happens, okay. So first thing I'm gonna do is set a variable, okay. And I'm gonna set a variable for, we're gonna call this account and dollar signs indicate a variable. I'm gonna specify again, information from our current session, I wanna use the get account name, okay. So click okay. So set variable, it just grabs dynamic data, okay. So if you wanna get the account name, we're not going to hard code Lori Delgadil and then hard code Admin and hard code Jill Bickering, right. We wanna make sure that we're capturing dynamic information. That's what the set variable script allows you to do. So anytime a session is created, okay. This set variable script is going to grab that information particular to that session, okay. So we wanna grab a set variable, the value of the current account name, all right. And I'm gonna use a conditional because I don't, if I log in as a admin account or a full access account, I don't wanna do, I don't wanna be put in a particular found set, okay. So my condition is if the value in the account variable equals admin, okay, then exit the script, don't do anything, right. Otherwise wanna perform a find for that particular person. If you don't have to go to find mode, we actually have a script step called perform find, okay. So we can enter that particular find criteria. And I'm gonna say where full name equals the value that we grabbed in the variable, okay. So if Lori ran the script, for example, set variable, okay. So the dollar sign account value would be Lori Delgadil. If the value in the variable equals admin, it doesn't. So we're gonna jump to the next condition, which is saying pretty much just perform a find for that value, okay. So let's save that script and let's go to file. File options, all right. And this automatically prompts us to login with the admin account. This is the way every file maker database, when you create a new database is the default setting. We're just gonna uncheck that. I'm gonna choose switch to layout to compliance details for iPad. And then script triggers. I'm gonna choose on first window open, I wanna run that opener script and click okay. All right. And that looks good. Okay. Let's make sure that he's setting stuck. Looks good. All right. So let's go ahead and close this file out and we'll open up compliance details, use the hosted version. We get prompted to enter our account name and password. So we'll enter Lori Delgadil, okay. And you can now see that we have, we're put in a found set. Okay, one record out of 96. We can't view anyone else's record, but we can add and view the records associated with us. So this is how the employees could come into the solution and update the record without, while maintaining employee privacy and without having someone access someone else's record and signing for them. All right. So we created account and privilege sets and use scripts and finds to supplement security. We've assured that the data we're working with is accurate. And really in just a few minutes, was that maybe 25 minutes without any of this talking, but we're really able to create a solution that we can access anywhere in our office. It has all of our information in one custom solution. And we're always working with one version of the truth. And that provides layers of security to ensure that data accuracy and staff privacy. And for Carol, that means that we're no longer wasting, wasting too many cycles on an inefficient process and we're more focused on prioritizing the proper things in our job, which typically means more money for the company. So I'd like to open this up to Q&A. If you haven't already submitted a question, go ahead and please do so now. And meanwhile, while you're doing that, we'll talk about some next steps. So if you haven't already, download FileMaker Go for free on iTunes and download a free trial with FileMaker at FileMaker.com. This web seminar will be recorded and posted to the URL you see on your screen. And FileMaker's web seminar page is a, it's a great resource for additional web informational sessions. We also have the FileMaker training series, Basics for Free, which is available for download. And we also have the FileMaker training series, Advanced, which was just released. I'd like to throw in one more resource here, the Free FileMaker forums. It's, you know, requires a login account, but again, it's 100% free. It's a great resource because you have access to our developer community. It's highly active. And so a great resource for think, for trying to break down specific functionality for development and things like that. A lot of the tutorials I have out there is great for building a foundation, but when you want to start looking at specific scripts or specific ways you want to approach things, the forums are a fantastic resource. And if you're ready to consider licensing and you want to purchase more than five seats, then go ahead and contact your volume licensing sales rep at either the URL posted at the top of your screen, or you can call 1-800-725-2747. And FileMaker currently offers a really great annual volume licensing program with monthly prices starting as low as $9 for FileMaker Pro and $29 for FileMaker Server. Okay, let's go ahead and jump into those questions. Just give me a second here. I just actually want to sit this out. All right, okay. So for the first question, do I have to create accounts for each individual file? Yes, you'll have to create accounts for each individual file. So for example, if Lori needed access to another FileMaker file, you'll have to create her account there. If you're using Active Directory or Open Directory, which manages your user accounts, you can actually add the group name into FileMaker and associate a privilege set with that group name so that can save you some time there. Okay, do I need to manually add a photo for each employee? Okay, so you saw me in the solution, drag Lori's and Jill's and Chris's photo directly into a photo container field. That was just one way to approach it. Obviously, if you have hundreds of employees, it's a little bit tedious of a process, right? I would treat it the same way that we, I'd approach it the same way how we approach the documents. So I would create a table just for the photos and create a relationship between them. You can actually import a folder of photos and that will create a table for you. So that's probably how I would approach that instead of manually dragging a employee's photo into the solution. Okay, do the documents you associate with a record get saved with the FileMaker database or are they only linked to the files on your computer saved? This is a great question. So there's actually three ways that you can embed the photo into your FileMaker database. The downside of that is, FileMaker is going to take all of that size with it, right? So your file could grow exponentially. And then you can store it as a reference, but if your user don't have access to a shared volume where that file is located, then you can't see that file. We solve that with FileMaker 12 with the external storage feature. So you get the best of both worlds. It's in a folder location that you specify. You can even encrypt that folder. The files do not get embedded. So FileMaker doesn't grab all of that file size with it and you don't need to set up a shared file for your users to see a reference. So the way you wanna set that up is make sure that your container fields have the external storage enabled. Okay, the next question. How would you set the date sign field to auto enter the date that the signature field was actually signed? So what I would use is a script trigger. So after we signed the signature field, you could have a script trigger that runs on object exit, for example. And the script would essentially say, okay, go to the date signed field and then set the field with, again, current session information, we'd use a get function, like get current date. Okay, is FileMaker server required for FileMaker go use or can I drag a database files to the iPad via iTunes? Okay, good question. Let's break this down in a bit, okay? You'll need FileMaker server if you wanna have access and have all the information automatically updated kind of like we saw with the human resources and finance changing that data entry or how when we access the solution with FileMaker go, all of those layout changes were automatically updated on our iOS device, right? Because we're accessing that hosted file. If you're in an area with a bad network or no network at all, then you can store your databases directly onto your iOS device, okay? And there's different ways that you can do that. You can use iTunes, you can use a third party solution like Dropbox, you can email the database to yourself, you can even put it up on a website and download it. And when you're working with a local copy, obviously that's not gonna make me, the changes aren't gonna be reflected on the hosted copy. So you would make your changes remotely and then when you have a network connection, you can import those changes back into the hosted file. Now, taking that a little bit further in terms of the syncing, the import process itself, it's pretty much kind of like an import process. And if you're updating records that no one else is gonna be updating when you're out in the field, then it's pretty much a straightforward import, okay? I made these changes to these records and import into the hosted file and update the records. It's pretty straightforward. If you're updating records where other people are gonna be updating them at the same time, okay? Let's say that you're out in the field and someone in the office is gonna be updating the same records, then you have to start applying some business logic into that import, okay? And it's pretty much like whose records are gonna keep? Is it based off of time? Is it based off of, if some person's like a manager or another person works under them, is that the way you're gonna decide which changes you're gonna keep? There's actually really great FonMaker Go Sync Guide, which you can download in FonMaker's TechNet program, which is free to join. You go to the website, Join TechNet, and there's a nice FonMaker Sync Guide there that you can view the best practices for. There's also some third-party software out there as well that kind of takes that responsibility out of your hands in terms of handling the scripting and things like that to get your information into the hosted file. And TechNet, you can find it, www.FonMaker.com forward slash TechNet. Okay, so that's all the time we have for today. It's been a blast talking to you guys. And on behalf of FonMaker, we'll see you next time. Thanks.