 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 tackling some tasks and creating those custom solutions with FileMaker. But first, I'll 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 Citrix Technical Support at 888-259-8414. Now throughout today's presentation, you'll have the opportunity to type in and ask questions, so let's talk briefly about how to do that. Go to the control panel, click on the question section, enter your question, and click send. And 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 for this webinar, we had a high participation rate with a wide range of entries. So we created a pool of submissions from the previous sessions combined with the current requests. We grouped them into a high level categories or tasks, and we chose an idea from the most popular one to demo. But keep in mind, FondLaker 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. Now your requests were very similar to the ones that you're seeing on your screen right now, but based on the popularity of your submissions, the winning entry for today's web seminar is a donations tracking solution. Now some common tasks for a donation tracking solution is to track the donation history, manage contacts, maybe manage email blasts. Maybe you want to analyze data throughout charts. A lot of different workflows that are unique to each company. But we'll cover some of that today, but before we start building this out, let's go ahead. We'll assume that we're all part of a university's alumni committee where we're currently in the midst of our annual alumni fundraiser. We raise donations by calling and emailing fellow alumni or by accepting payment in person at local events. And the way we currently accept and track information may look familiar to some of you today. So we track our information in spreadsheets. For example, I have a spreadsheet here with a bunch of alumni from different classes and their contact information. I also have spreadsheets of the current alumni 2014 fundraiser along with the current donations. And we probably have a lot of other spreadsheets as well tracking previous fundraisers and other classes as well. Really the main point is that our information is scattered everywhere. We have it living in different applications, in multiple spreadsheets, and we're creating a lot of ad hoc processes that make it really inefficient, or it is really inefficient and tough for us to really be effective throughout the day. Now let's assume that our boss is, let me go ahead and choose someone here from the attendee list. Okay, we'll say Oscar is our boss today. And Oscar knows that every year we're spending too many wasted cycles on inefficient processes and it's costing our team and the university a lot of time and money. And that's when I get called into his office. Now Oscar knows there has to be a more effective, more efficient way to facilitate this process and Oscar wants the following. He wants us to be able to have access to the information wherever we are, whenever we want it, especially for the committee members who are out at the local events, they want to be able to access the information on the iPad. We want to take all of our information and put it into a one custom solution, connect all that related information. We know all the information is there but it's really very deep within those spreadsheets and it's really difficult to maintain and update that information across multiple members. And then we want the ability to create a custom workflow. Oscar wants us to get out of those inefficient processes, cut down on the clicks and create a solution where we're just, we just have the functionality and features that we need that make our day to day activities much more effective. So the first thing I want to do is I want to make sure that I can get the solution over onto the iPad. So what I'm going to do is take one of these spreadsheets, drag it into FileMaker, host it with FileMaker server, and then access it with FileMaker Go. So let's go ahead and talk about how we do that. And there's a lot of different ways to get started creating a database in FileMaker. But if you're working with a spreadsheet, it's really simple. All you need to do is take your spreadsheet and drag it and drop it right on top of FileMaker Pro just like that. Now FileMaker recognizes that it's a spreadsheet and it's going to prompt me to save the first row, typically used for the column names and save them as the field name. So I'll click OK. And I'll go ahead and I'll save this as alumni, my last name. So I'll save that to my desktop. Okay. And just like that, we get a FileMaker database. Now it looks like we're still in that spreadsheet world, but there's a lot of things we can do here. We have this table, what we call a table view. We also have another view, which we call form view, and this allows us to look at records one at a time. And maybe we want to start adding on features, maybe we could start creating a new accounts and privilege sets, you know, letting FileMaker know who can access this file and determine what they can do in this file. But again, I really want to focus on the ability to get this out onto the iPad. Otherwise, Oscar, there's no reason for me to present this to Oscar because he really wants to make sure that we can access our information anywhere. So what I'm going to do is go to this share icon, and I'll just click on that. Select upload to FileMaker server, okay. And FileMaker server, that's the hosting application that, that hosts your FileMaker databases, okay. It's strictly a hosting application. It runs as services in the background machine. You can install it on a dedicated machine at your location and host your FileMaker databases out there. So I chose my computer. I'm going to enter my FileMaker server credentials, click next, okay. And I'm going to go ahead and upload that database to FileMaker server. Again, it's running in the background of my computer. So click done. Now it looks like we're still in that database that we were just working in. But notice at the top, we have Ryan Minook's FileMaker server in parentheses. So it's giving us an indication that, hey, you're now working with a hosted file. But how do we get this over onto the iPad? Well, let me go ahead and just minimize this a little bit. And I'm going to launch Reflector. And Reflector is a third party app that allows me to airplay the iPad air I have in my hands over to the screen. So just give me one second to do that. Okay. I'm just finding my computer right now via AirPlay. And there we go. This is the iPad air that I have in my hands. And at the bottom left, you'll see the icon for FileMaker Go. So I'm going to go ahead and tap on that. And this is FileMaker Go 13. You'll see we have a few icons in the upper left corner. Right now it's set to recent. And that shows all of the recent files and service that I've accessed. I'm going to tap on the device icon. And that gives me all of the databases that are stored locally on this iOS device. And that's a great alternative to working with your data when you're in an area with a bad network connection or no network connection at all. I'm going to tap on the hosts icon. And this gives me a list of all of the FileMaker applications that are hosting FileMaker databases on the local area network. But if I want to access an external server, I can just tap on that ad host icon and enter the IP address of that external server. But I'm currently on the local area network. So I'm just going to scroll through this list. And you'll see towards the top you'll see Ryan Minook's FileMaker servers. I'm going to go ahead and tap on that. Okay. Okay. Just scroll through that list really quickly. All right, Ryan Minook's FileMaker server. And give it a moment to think and find those databases. There we go. Up at the top you'll see alumni Minook, that database we just created. So I'll tap on that. And I can even pinch and zoom like you'd expect on the iOS device. And really what have we done is just a minute without us talking. I've been able to host this solution, access it via iPad. And I can access it anywhere in the world. Again, just a minute without any of that talking. It's not the prettiest solution that we have right now. But I can access this information from wherever I am. Now, let's go ahead and let's say that we're working with Doris. You know, we gave her a call. Right now she may not want to donate. But she wants to update the information, the contact information. And let's say she gives us a new phone number. So I'm going to tap into the phone number field on the iOS device. And I'll make that change. OK, now before I commit that record, watch the FileMaker Pro side. OK? So I'm going to commit that record on the iOS. And just like that, you get that change reflected on the FileMaker Pro side. Again, it doesn't matter where you are in the world or how you're accessing Mac, Windows, iOS, or web browser, everybody sees that change. And we're already solving a lot of those limitations with the spreadsheets. Now, let's take that a step further. Let's say that we want to edit Doris' number again. We entered it incorrectly, OK? But at the same time, someone in the office is also doing a check of current information. And notice that Doris' email needs to be updated, OK? So the committee member in the office is attempting to make a change. Watch what happens when they try to modify the record. Essentially, you get a message saying, hey, you can't modify this record because someone else is already modifying that record. And that's what we call automatic record locking. And what does that mean? That means you could have hundreds of people looking at your records, but only one person can modify it at time. That means when you're working with FileMaker, you're always guaranteed to be working with one version of the truth. OK, so I'm feeling pretty good that I can prove to Oscar that we can get our data wherever we are whenever we want it. And what do we really do? It's just two things. I took a spreadsheet, I dragged it into FileMaker, and hosted it with FileMaker server. So now I want to make sure that I can take all of our information that's currently in the spreadsheet and put it all into one custom solution. Connect all that related information. And what I'm going to do is I'm going to take the fundraiser spreadsheet, import it into FileMaker, create a relationship between the alumni and fundraiser table, create another table called class to group that information, and then use what we call a portal to display related records. So let's go ahead and talk about how we'll do that. Now I'm going to close this Reflector app, which shows the FileMaker go. Because again, anytime you want to make database schema changes or layout and design changes, that's always going to happen in the FileMaker Pro or ProAdvanced desktop application. Now we started by taking a spreadsheet and dragging it into FileMaker, and I want to bring another spreadsheet into this solution. But what I'm going to do this time is actually I'm going to go to File, Import. I'm going to browse to that fundraiser spreadsheet. So I'll click Open. And I'm going to import this into a brand new table and choose not to import the first record, which includes the field names. So I'll click on Import, and there we go. We get 160 records. We have a brand new table called Fundraisers, and we have a brand new layout called Fundraiser as well with that fundraiser information. But again, I want to connect this information to the alumni. How do we do that? Well, I'm going to go to File, Manage, Database. And this is the Manage Database window. There's a lot of different ways you can get to this window. But essentially what you do when you're here is you can build out your database schema so you can add additional tables. You can create new fields and associate them with the tables. And then you have some graphical representation of your tables, and you can create relationships between them. And that's what we want to do here. And when you want to create a relationship in FileMaker, you just find the fields with the similar information. So for example, I want to make a relationship and have the contact ID equal the contact ID. And all I did there was just a simple just click, drag, and drop to the contact ID field in Fundraisers. So I'm telling FileMaker, hey, when the contact ID value equals the contact ID value in Fundraisers, allow me to share all of that information. So we could show all of the donations submitted by one of the alumni, for example. Let's take that a step further. Let's say I didn't want to just group this data by alumni. That's a lot of information to sort through. What if I wanted to group this data by the class or the graduating class? So what I'm going to do, I'm going to go ahead and create a brand new table. And we'll just call this classes for now. So click Create. And now I'll add some fields. And I'm going to give this classes table a primary key called classes ID. We'll change that to number. And I want to ensure that every record in the classes table is unique. And I'm going to do that by making sure that I have an auto-enter serial number field. So every value is going to be unique. Every record will be unique. Then we need to capture which graduating class it is. And we'll also need to capture which fundraiser project the record is tracking. And then we can also add an organizer as well. Now let's go back to the Relationships tab. And I'm going to move these around a little bit. So we have our alumni, our classes, and our fundraisers. Again, it's all about finding those fields with the similar data. And in this scenario, I'm going to group or create a relationship between the classes table and the alumni table based off of the class, the graduating class. So again, I'm just going to click and hold and drag over to the class field in the alumni table. Again, we're telling FileMaker when the class in the classes table equals the class value in the alumni table, allow me to share all that information. So let's go ahead and I'll click OK to save these changes and jump over to the classes layout that was created when we created that table. And I'm going to add some information here. Just add a few records. We'll have the class of 2000. And this is for the alumni fundraiser 2014. I'm just going to copy this really quickly. Let's say the organizer is myself, Ryan. Let's just add a few more records. We'll have 2001. OK, Ryan. 2002. Ryan. And just add two more. 2003. And finally, 2004. So we have those brand new records in the classes table. But how do we share that related information? We created those relationships and we want to share that related information. So how do we do that? Well, let's jump back into layout mode. In layout mode, again, this is where you make all the design changes to the layout. You can add objects, add fields, change the color themes and things like that. If I want to show related information from related tables, we have this tool called a portal. And it does exactly what it sounds like. It's a portal or a view into a related table's information. So show related records from. I'm going to choose the alumni table. I'll choose a vertical scroll bar and click OK. And we probably want to add the first name, the last name. And then from the fundraiser's table, I probably want to display the amount. So I'll click OK. All right. And let's go ahead and we'll format this amount field as a currency. And we'll use a thousand separator as well. OK, so let's say these changes. Go back to browse mode where we can make our edits and see how they're reflected onto the layout. All right, just like that. We have a list of all of the alumni in the 2000 class and their donation markings. And it's not just a class of 2000. If I scroll through those records, you see them automatically update and display information from both the alumni and the fundraiser table. OK, so what did we do? Well, we started off by importing a brand new spreadsheet into our solution. We created a relationship between the alumni and fundraiser table. And then we created another table called classes so that we could group our information further. Then to show that related information, we use a tool, what we call Portal, which allows you to view related records from related tables. So I'm feeling really great. We're probably going to be out of here under an hour. But we still have a way to go. We still have to create a layout optimized for the iOS. OK, now Oscar, he really wants us to have a solution that just has the features and functionality that we need. Reduce those amount of clicks. So what I want to do is I'm going to create a brand new layout in FileMaker. And I'm going to use features like tab controls, charts, and email functionality to optimize a workflow for the iOS. So let's talk about how we'll do that. OK, so again, this is the layout that we created. But again, it's not really optimized for the iOS. So what I'm going to do is I'm going to go back to layout mode. And I'm going to go to the layouts and select New Layout Report. And it brings up this new layout wizard. I'm going to show records from the Classes table. And I'm going to call this iPad fundraiser details. OK, then we can choose what kind of dimensions you want to build this layout for. Well, I want to build this out for an iOS device. I'm going to choose iPad or iPad mini. Select Form. And then finally, do I want to build this out in portrait or landscape mode? So I'm just going to choose landscape mode and click Finish. So what happened? Well, we got a brand new layout. And FileMaker gave us a layout designed to the dimensions of the iOS device in landscape mode. And it also gave us a touch theme. Now, there's 61 themes in FileMaker 13 that you can choose from. And you'll see some of these are marked as touch. And you'll see the difference if I choose Enlighten to Enlighten Touch. Luminous to Luminous Touch. Sophisticated to Sophisticated Touch. The touch themes have larger font and larger objects like you'd expect on an iOS device. So I'm going to stick with this Sophisticated Touch and I want to bring some data over to my layout. Well, when we create a new layout and drug those spreadsheets over, FileMaker automatically created those fields for us. We had this brand new tool in FileMaker 13. It's a great tool and makes developing really easy called the Field Picker. And if I want to take some fields over to the layout, it's as simple as just clicking a few. I can click individually or I can use the Shift key to grab a bunch. Put these out vertically with the label above and just drag and drop it onto the layout just like that. Yeah, I'll delete that. And again, just drag and drop it right onto the layout. That's simple. Certainly I could have created these fields myself, but again, based off the, from the spreadsheet, FileMaker automatically created those fields for us. Okay, let's keep building out. Let's personalize this a bit. Let's add a text label. We'll call this alumni fundraiser details. Okay, and we'll make this a little bit larger. So let's say 36 font is good. I'll just bring this over here. Now you'll notice these blue lines. So what are these blue lines? And so what we call dynamic guys and they help you easily align your objects and fields for a quicker development. Okay, so we have that. Now what if we wanted to add a university logo? Well, instead of a logo, how about I just take a picture of one of our campus buildings, okay? And I'm just gonna drag the image directly onto the layout. Now by dragging this directly onto the layout, I'm ensuring that every record in this layout is going to have this image. I'm just gonna use these handles to quickly align that, okay? And here we go. Let's just resize that a bit. Looks good. Now we have a lot of empty space here on the right-hand side. And there's still things that we wanna track. There's still a lot of information that when we're out on the road that we want. We probably wanna know where we are in terms of our fundraiser goal. We probably went to fundraiser totals by the class. And especially we wanna know who's donated so far and who's still on our contact list by class. So there's a few approaches we could do. We could have multiple layouts and have some buttons jump to those layouts depending on what you're trying to capture. But I'm gonna go ahead and use this tool called a tab control, okay? And tab control just does exactly what it sounds like. It allows you to put tabs onto your layout so you can stack objects and fields that you can only view by clicking on the appropriate layout. So I'm going to call the first tab fundraiser goal, okay? And we'll call the second tab fundraiser totals by class. Then we'll have a donated tab and finally a contact list, okay? Create that and put this at full justification and click okay. Again, we can put objects and fields on each tab that are only viewable by clicking on the appropriate tab. So we're gonna leave the fundraiser goal and fundraiser totals. We'll set that to the side for now and we're gonna focus on the donated tab. And in this, on this tab, you wanna show everyone who's donated so far, okay? So what we're gonna do is we're gonna use a portal just like we already learned about a few minutes ago. So I'm gonna go ahead and click on the portal object and I'm just gonna draw that right onto the layout, okay? And I do wanna show related records from the alumni table, okay? So I'll do vertical scroll bar, click okay. And we want the first name, last name, but let's go ahead and we'll cancel this. And the reason why is because I wanna show you that with the field picker tool, you can also choose fields from other tables. So I'm gonna go to that alumni table. I'm gonna choose the first and last name and this is really beneficial when you're developing portals because I can put the fields out horizontally and choose to put labels out on top. That way I don't have to recreate labels, okay? So first name and last name, I can just quickly put that over here just like that, okay? And I'll resize these a bit, okay? And move this down, all right? And we'd also wanna capture on the donated tab. Well, you probably want to capture the amount that was donated, okay? And the donation date. I'm just gonna bring these over here as well, okay? Just align these, probably bring this over a little bit, okay? And for the amount, let's go ahead and format that as a currency as well. Let's bring this last name field out a bit, perfect. So let's go ahead and we'll exit this layout and take a look at our changes and how they were affected on the layout, okay? So to the donated tab, here's all of the alumni in the class but it's even showing people who haven't donated and I don't want them to appear on this layout. So how do we change that? Let's go back to layout mode and actually the first thing I wanna do is I wanna make sure that I don't have these white fills or white lines in the fields. So I'm gonna use FileMaker 13's style capabilities, okay? There's some default styles which is the white fill and white line. We also have the ability to select a minimal edit box and that way the white fill, white lines are gone and it adopts the coloring of the background, okay? And you can see that change there, okay? Looks a little bit cleaner. But again, our goal is to get rid of these people here who haven't donated. So what we're gonna do, I'm gonna go ahead and double click on my portal and there's an option to filter the portal, okay? So I'm going to go ahead and check on that and we have to create a calculation and this is FileMaker's calculation window. You're gonna see it all throughout the software. Essentially you have fields in their tables, operators, the preset list of calculation functions which cut down on the amount of querying you have to do. So you combine all of these, you combine them with some literal text to form different expressions to get different results. In this scenario, each port of record will be visible when, I just wanna say, they'll be visible when the amount does not equal zero, okay? So I'll click okay, click okay again and exit that layout. Let's go to the donated tab and as you scroll through, you'll see that all of the individuals who have not donated have now been filtered out of our portal. Okay, so let's keep building out. Let's go back to layout mode and go to the contact list tab and we're pretty much gonna do the same thing here, right? We wanna show everyone who has not donated yet, okay? So we're gonna choose to pull from the alumni table again. This time we're gonna set a filter. So each portal record will be visible when, let's say from fundraisers, the amount equals zero, okay? And we'll click okay, all right? And again, we can add the fields here, but I want to cancel this because it's quicker to add fields in a portal from the field picker. So I'm gonna choose from the alumni, the first and last name field, bring that out horizontally, put the label right above, okay? Move this down a little bit, okay? And let's resize these, all right? Bring this over here like this, okay? And then we probably want to add the contacts phone, okay? Bring that over here. And then we also wanna have the ability to email as well. We could send a thank you or if we call the person and they're not available or they didn't pick up, then we could email them as well. Now, before we get into setting up an email, we could just put the email field here as well, but let's go ahead and step out of this solution for a second and jump back to the beginning of the demo. When I talked about different ways that you could create a brand new file maker solution, now we took a spreadsheet and we dragged it into FileMaker to get started. But another way to get started is by creating a brand new database from StarterSolution. Now StarterSolutions, these are 16 of the most common tasks that business is used to track to meet their goals, okay? Estimates, project tracking, invoices, event management, contact management. I'm gonna go ahead and open up the invoices StarterSolution here, okay? And not only these, a great way for you to get started. You know, they're fully customizable, they're generic enough to meet any company's needs, but they're also a really great resource. So as you're working through and building up your file maker knowledge, if you want more examples of real-world examples of some scripting, you know, you can reverse engineer some of these scripts. Same thing if you wanna take a look at some real-world examples of some relationships, okay? Reverse engineer that and reverse engineer some of the features that you see in the StarterSolutions that you might want to employ into your own solutions. There's also pre-built layouts for all the technologies that you can access your file maker database with. So these act as good guides in terms of how you may wanna approach building your own layouts for these technologies. I also like to use these as resources for my own layouts. I'm gonna go to layout mode and I'm going to just copy this image of the email icon and I'll close out this invoices. And then I'll bring that back into my own layout. So I'm just gonna paste and there it is, okay? And I'll just resize this email icon a bit, okay? To make that a little bit larger, there we go. And let's give it a label, okay? Now I just duplicated that label instead of using the text tool just to make it a little bit more efficient. So we'll call this email, okay? Now what are we gonna do with that icon? Well, I'm gonna go ahead and control click on a Mac or right click on Windows and select button setup, okay? And here's a list of all of the preset script steps that FileMaker comes with. Again, cutting down on the amount of querying you have to do. And I'm just gonna use the send mail script step, okay? So I want FileMaker to auto-pipulate the two section with the value from the email field, okay? And then, you know, we'll leave the CC, BCC open, same thing with subject, but I probably don't wanna type in my signature every single time I send an email. So what I'm gonna do is I'm gonna automate that by adding a calculation to this message section, okay? And here's that calculation dialogue window again that we talked about. Again, the fields to the tables, operators and the preset functions. Now I'm actually gonna add some literal text, okay? So this is gonna say thanks with a comma. And I'm gonna concatenate that with a return and then I'm gonna concatenate that with some more literal text, okay? Then I'm gonna add another return and then I'm gonna add finally a class of 02, okay? So essentially how my signature should look is the first line, thanks with a comma, second line, Ryan Manook, and a third line of class of 02. So I'll click okay, okay? All right, so we have that email there. Now let's keep building. The contact out list tab looks pretty good. For the donated tab, let's say that we wanted to add a summary for a total of the amount of donations given by each class. Well, let's go ahead and I'm gonna go back to File, Manage, Database, okay? I'm gonna go to the Fundraisers table, just double click on that and I'm gonna add a total field and I'm gonna change the type from Text to Summary. I'm gonna click Create and I can choose total of, well, I want you to capture the total of each amount, okay, so click okay, all right? And let's go ahead and use the field picker to bring that over to our layout. Again, it's just a drag and drop, just like that. And let's go ahead and format that total field with a currency. Okay, so let's go ahead and we'll exit layout mode, go back to Browse mode and take a look at our changes. Okay, you notice as I scroll through, the total automatically populates for each class, dynamically changes, okay? Same thing with the donated filtered portal and then the contact list, you'll see that filters as well and we can click on that email button and have it automatically populate the value into the two section with our signature that we specified. And let's go ahead and clean up these fields, I don't want that white background again. So when you use file makers, again, file makers styles feature to remove that, give them all the same style, there we go. Okay, so now that we have the donated and the contact list set, let's focus on the fundraiser goal and fundraiser totals by class tab and we'll focus first on the fundraiser totals by class, what I'm gonna do to give a really good visual representation of my data is use file makers charting feature. So I'm gonna click on this charting icon and then just draw that chart application right onto my layout or chart feature onto my layout. Okay, so I'm gonna give this a title. I'm gonna say fundraiser total by class okay, and then for the X access, I'm gonna choose the class field. Okay, so there's our values 2000 to 2004 and then for data, I'm going to specify the fundraiser totals. Okay, and there we go, dynamically appears. So I'm gonna show data points onto my chart and I'm gonna go back to the Y access. Okay, and I'm gonna set this as a currency. We'll have the thousand separator and we'll add some notation there as well. All right, so let's go ahead and click done, exit layout fundraiser totals by class. Again, it's a really nice visual representation of our data as a selling point when we're out at our local events. It's really great to get the classes, raise their spirits and get them really involved in trying to beat the other classes and helps us out for our fundraiser. Now for the fundraiser goal, we want all of the fundraisers or donations in total, we wanna capture that in total. But the way that we currently have our relationships, they're built by the classes and not by the fundraisers in total. And that's why we have our charts broken down between 2000 through 2004. Now there's some different ways to approach grabbing data. You can use some calculations, execute SQL calculations to grab specific information and show it in your chart. But I'm gonna go ahead and do another approach by using relationships to grab the information that I want. So I'm gonna go back to the file, manage database window, okay? And again, based upon relationship, the charting information is gonna be summarizing the classes. I don't want it to summarize the fundraiser, okay, so I can get the totals of the fundraiser and match it towards our goal. So what I'm gonna do is I'm actually gonna highlight the fundraiser's table, okay? That's where all the donation information is and I'm going to duplicate that table. So now we have another instance of that table, it's called fundraiser's two, okay? I'm just gonna move it over here. And then again, when it comes to creating relationships, it's all about finding that similar data, right? So I'm just gonna match and create this relationship from fundraiser to fundraiser. So when the fundraiser value equals the fundraiser value, allow me to share that information, okay? So I'm gonna click okay. And let's go back to layout mode, okay? And I'm going to create a chart onto my layout, just like that. All right, and we'll call this alumni fundraiser go 2014. And we'll say 20,000 is a good goal, okay? And now for the data source, I'm gonna change this up a little bit. I don't want to chart information in my current found set. My current found set is based off of that classes table, okay? I actually want to track information from my related table that I just created, that fundraiser's two table, okay? That relationship is based off of the fundraiser's themselves. So I'm gonna choose fundraiser's two, okay? I'm gonna choose to sort by the fundraiser value. Click okay. And now I'm gonna go back to my chart section and add some fields. So for the field name, I'm gonna have fundraiser, okay? Field and then for the y-axis, I'm going to have from fundraiser's to the total, okay? And I can see that we're above that 8,000 mark is grabbing all of the donations from our current fundraiser and creating a total or summary of that. So let's show our data points, okay? It's like 8,305 we currently have. I'm gonna go to the y-axis, okay? I'm gonna set this to currency. Use the thousand separator and add some notation, okay? And we can even set a maximum. Let's say that 20,000 is still a bit of a reach, but we think it's fairly attainable, but the max, at least just for now, we'll say would be 30 grand, okay? So we'll click done, all right? So let's go ahead and exit that layout. And you can see the fundraiser goal. We're currently at 8,305, which is pretty good so far, okay? The fundraiser totals by class. Again, everyone here just showing everyone who just donated and everyone needed contact. Now let's take a look at it on the iOS. So give me one second again to bring up Reflector and AirPlay my iOS device over to the screen. Let's just minimize FileMaker Pro. And I'm searching for my computer right now. So I can AirPlay, here we go. Here's my iPad. Now this is the very first layout that we were working with. You'll notice down at the bottom left corner, there's a layout number one. Text and a little icon, which allows you to choose different layouts. So I'm gonna tap on that. And at the very bottom, you'll see the iPad fundraiser details layout that we created. So I'm gonna tap on that. And you'll notice right off the bat, it's not just the data. Remember how we made those changes with the data and it was reflected in the FileMaker Pro application. It's not just the data, all of your database schema changes, your layout changes, the design changes, those are reflected too. Again, on the Mac, Windows, iOS, web browser, whoever's accessing it, they're gonna see those changes. So now when we're out on the floor, we can get a quick view of the fundraiser goal. We get some nice representation of our data. We can use this to kind of push further sales and donations. We get a list of who's donated. And then we can mark off who's been contacted already or who we just talked to at that local event. We can send a thank you via the email or we can send a follow up if they request further information. I'll just tap on that email button. And you can see, just like it did on the FileMaker Pro desktop side, it pulls that calculation we created and the value in the email field just like we expect. Okay, so what did we do? We created a brand new layout in FileMaker designed to the dimensions of the iOS and iPad in landscape mode. Let me use some features like the tab controls, filtered portals and charts to really optimize our workflow on the iOS. So I'm feeling really great that in just under an hour, we're able to take a solution, present it to Oscar and let him know that, hey, we can access our information wherever we want it. We're gotten rid of that misfit technology. We're able to connect that related information all into one custom solution. So we're no longer working with scattered information and we're able to create a custom workflow that meets our needs, reducing the amount of clicking and getting rid of those ad hoc processes that were really inefficient in our previous setup. But what does that mean for Oscar? Our days certainly got a lot easier, but that 5%, even just that 5% that we've covered with this task in FileMaker, that can lead to one more alumni call, one more alumni email. And what does that mean across the whole team? Just for a day or across the week, over a month or over a year. Okay, so I like to open this up to Q&A. Again, you can go to the control panel, click on the question section, enter your question and click send. If you haven't already, what I like to do is give you some time and talk about some next steps. So FileMaker recently released the FileMaker training series basics and advanced guides. These are really great sources of information if you want to kind of learn the foundation of the FileMaker software and get an idea of where you can go just like you learned today. The basics is free to download on FileMaker's website and it's also free on iBooks. Advanced, I believe, is a 1990, 1999 cost. If you haven't already, you can download FileMaker Go 13 for free at the App Store and FileMaker Pro 13 trial is free on the FileMaker's website. Again, FileMaker Pro 13 is where you create and design a day basis like you saw today. There's additional web seminars, a lot of great web seminars on the FileMaker.com, forward slash support, forward slash webinars page. And another resource I'd like to follow up with that's not here is the free FileMaker forums. It's free to sign up. You can ask as many questions as you want. You'll be working with a really active developer community and it's moderated by FileMaker as well. It's also really great resources after you've gone through like the training series and you've built up your foundational knowledge of FileMaker, but now you wanna start asking about specifics unique to your custom workflow. How do I create this specific type of calculation, this specific script? How do I approach this layout or this functionality that you may not be able to find online or in books? The forums will be a really great resource to discuss with other developers and bounce some ideas off of them as well. And then if you're ready to purchase licensing, you can contact your volume licensing sales rep at the URL above or give us a call at 1-800-725-2747. We have a fantastic annual volume lessons agreement, monthly prices for FileMaker Pro as low as $9 and low as $29 for FileMaker Server. Again, if you're ready to purchase licensing, give us a call at 1-800-725-2747. Okay, so let's go ahead and we'll open this up to some Q&A. Hopefully we had enough time to enter your questions. Give me one second here to bring up my panel so I can view them. Okay, so the first question, can you drag and drop a spreadsheet created from numbers and not Excel? Yeah, you can export a spreadsheet to Excel from numbers. It has to be a format that FileMaker can take. So for example, like Excel, TXD file, CSV file, those type of formats FileMaker can take and you can drag and drop that and FileMaker will build just that really basic database for you. Okay, next question. What are the ways I can get my FileMaker solution on my iPad? That's a great question. You saw that when I was working within FileMaker Go, we had those three icons on the left-hand side and one of the icons was device and that showed the databases that were stored locally on that iOS device. So there's a few ways you can get to your database onto the iOS device locally. You can use iTunes. You can email the database to yourself. You can put it up on a website and download it and you can even use a third-party application like Dropbox for example. It's a great way to, again, continue working with your data when you're in an area with a bad network connection or no network connection at all. Good question. Okay, next question. You demoed on a Mac, do we have to do anything different for the databases to work on Windows? This is a really good question as well. You know, FileMaker is cross-platform. It's as close to half-idol as you can get. You know, the features that you create, you know, the schema, that type of stuff won't change but there's certain things like, you know, like one or two font types that may render a little bit differently between Mac or Windows. So when you're developing for a multiple-platform solution, it's always the best practice to make sure that you're constantly, you know, looking at your solution on either Mac or Windows so that, you know, you don't have to go back and do a lot of work. But in terms of, you know, the schema and really, you know, like setting up the portals or the charts, all that kind of stuff, none of that will have to be reworked. Okay, final question for the day. What functionality that you showed today is unique to FileMaker Pro 13? Today, I didn't show anything that was unique to 13. Filtered portals, you've been able to do. The charts are available in Previous versions as well. Oh, actually the newest that we showed in FileMaker 13 was the brand new layout wizard. Oh, I'm sorry. You know what? Brand new layout wizard, which is redone. Also the field picker, that's a huge feature. It just skipped my mind for a second. And I use it all the time. But the field picker is brand new. Otherwise, the way you would do it in Previous versions is you would constantly go back and forth to that FileManage database window. The field picker allows you to add, remove fields right on the fly from the current table, a direct in layout mode that cuts it down. Also the styles that I was using, where I was able to quickly take fields and set them to minimal so that it removed the white background on the fields and the white lines. Styles is another huge feature of FileMaker 13. And styles are really just, if you use a word processor, you know what styles are. Just taking a bunch of objects and giving them a different look. So there's some default styles with certain objects like fields, buttons, portals, things like that. But you can also customize them as well, but I was just using a default style. I think those are the main things that I showed. Also, using the upload feature from FileMaker Pro to the server, that is brand new in 13 as well. I apologize if there's more off the top of my head. Those are the three I can think of. Field picker and styles, they're just, they're very huge though. They make the amount of time spent designing and developing a database much quicker. Okay, next question. Is it preferable to host FileMaker databases on a service like Dropbox or is FileMaker server the preferred way to keep the database accessible to different geographical groups? This is an excellent question. So FileMaker server, it shares databases in a host client model, okay? So you're gonna have FileMaker, you're gonna create your database with FileMaker Pro advance, host that with FileMaker server and then access that hosted database via the client apps, FileMaker Pro on the desktop, FileMaker Go on the iOS or a web browser. So you don't wanna use OS level techniques like shared volumes or third party applications like Dropbox where it just stays there and then you access it between FileMaker Go or FileMaker Pro. The main reason is the database is not designed to be shared that way and you can lead to a damage or corruption, cases which we've seen. If you don't have the ability to get FileMaker server, okay, then I would recommend going with a hosting, FileMaker server hosting provider and they'll take the responsibility of maintaining the server out of your hands. All you have to do is provide the client applications and the database. Okay, a lot of great questions. Again, if you want to view the webinar, we'll have it posted up to the FileMaker.com forward slash support forward slash webinars page. It'll also be emailed to you. And yeah, on behalf of FileMaker, it was a complete pleasure chatting with you guys today and I hope to see you on a future webinar. Thanks.