 Hello, my name is Ryan Minook and I'm a Solutions Consultant with FileMaker and I'm really excited to chat with you guys today. And 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 these custom solutions with FileMaker and provide some further context as where you might take your FileMaker solution. But first, let's spend the next 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. You want to go to the control panel, click on the questions 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, we had a high submission rate with a wide range of entries. So we created a pool of submissions from this session. We combined them with the previous requests. We grouped them into high level categories and 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, you can 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. So your requests were similar to the ones you're seeing on your screen right now. But based on the popularity of your submissions, the winning entry is a survey form. And this idea was submitted with a copy of the actual paper form used in the current process. So we're going to go ahead and use that as our base for today's demo. And really, while our use case is a laundry survey form, we can easily adjust this to be an inspection list for homes and buildings or an inventory list or an employee review form. Really, this could be any type of checklist used in your current workflow. Now, before we start building this out, let's go ahead and let's assume that we're all part of a sales company that services the laundromat market. And we have a survey team that walks door to door. And they, like a lot of you today, they capture their information on paper with a form like we just saw. And it's quite a process to aggregate all that information into a spreadsheet with accurate and meaningful information that can be shared across the sales team out in the field. Now, let me go ahead and choose someone from our attendee list. Okay, let's assume that today, Gabriel is our boss. And Gabriel knows that every year, we're spending too many wasted cycles on inefficient processes, and it's costing our company a lot of time and money. And that's when I get called into his office. Now, Gabriel knows there has to be a way that we can be more effective, more efficient, there's more efficient way to facilitate this process. And Gabriel wants me to solve the following. Gabriel wants to get rid of all the paper surveys clogging up our processes. He wants the ability to aggregate and summarize information and easily provide meaning to the data. And he also wants us to make sure that both the survey team and the sales team can access the solution wherever they are on the go. Now, I just spent the entire day walking door to door and capturing information, and it's late on the day and Friday. And with the tools I've been given, I know I'm in for a long night, let alone a long string of weeks or months ahead. But that's when I remember FileMaker. And the first thing I want to do is make sure I can recreate this paper form in FileMaker. So what I'm going to do is I'm going to create a brand new database, create a brand new layout designed for the iOS, and use features like fields, pop-up menus, tables, and relationships to optimize our workflow. So let's go ahead and talk about how we'll do that. Now, when you want to create a new database, there's a few different approaches. But what I'm going to do is I'm just going to launch my FileMaker Pro Advanced and go to File, New Database. And I'm going to create a database from scratch. Let's go ahead and give this a name. We'll call this Survey Ryan and save it to our desktop. Okay. And right off the bat, we're taken to what we call layout mode. And this is a mode where you can design and look and feel of your database. You can add objects and fields and change the color theme and things like that. I'm going to go ahead and close this out. And I'm going to create a brand new layout, so layout's new layout report. And we get this great layout wizard. And I'm just going to give this layout a name. We'll designate this for the iPad and call this Survey Details. And then I have a few options. So I want to build a layout for a dimension for the desktop computer, a touch device. Maybe I want to build a layout for labels or envelopes or a report. But this is ultimately going to be on our iPad, so we can get this out to our Survey and Sales team. So I'm going to choose the iPad, iPad Mini. I'm going to choose a form. And then I can choose if I want to build this out in a portrait or a landscape orientation. And I'm just going to leave it at the portrait orientation. So I'll click Finish. So what happened? Well, FileMaker gave us a layout that's designed to the dimensions of the iOS device and that portrait orientation. And it gave us a theme. Now there's 61 themes in FileMaker. They're fully customizable. And you'll notice that some of these are marked as touch. And we can take a look at the difference. Enlighten to Enlighten touch. Luminous to Luminous touch. Sophisticated to Sophisticated touch. The touch themes have larger fonts and larger objects like you'd expect on your iOS device. So let's go ahead and we'll stick with the Sophisticated touch and I'll click OK. OK, now what we need to do is make sure we can capture the information. And in FileMaker, data is stored in what we call fields. And we have this great tool in FileMaker 13 called the Field Picker. This makes it really easy to access and create fields within our tables. OK, so I'm going to go ahead and since we don't have any fields right now, I'm going to create a brand new one. I'm going to click on this new field button just like that. And first thing I'm going to do is I'm going to create a survey ID field. I'm going to change this to number because I want to make sure that every survey that we create is a unique field or has a unique ID. OK, I'm going to go ahead and control click or right click on Windows and select field options. OK, and to ensure that we always have a unique record for each survey, I'm going to auto enter a serial number in this particular field. OK, again, that's going to ensure that we always have a unique number associated with each survey. All right, so let's keep building out. I'm going to go ahead and add another field and we'll call this a date field. And I'm going to change this type to a date type because that's the value I want to store. And I'm going to capture the surveyor or who is performing the survey. OK, and then if you take a look at the laundry form, we probably want to capture some fields for the store, the owner. I'm probably going to skip the location for now and then the equipment. So let's go ahead and we'll start capturing and adding some fields for the store itself because some of the fields were duplicated between the store and the owner, like the address, city and state and things like that. I'm going to go ahead and label the store with a mark of store underscore and then we'll say name. That's a text field store underscore phone store underscore address store underscore city store underscore state and a final one for the zip code. And this is going to allow me to again, since we have we're going to be capturing multiple instances of a name, phone address, city, state and zip codes is going to help me differentiate where my values are stored. OK, so now we need to bring this information or these fields over onto our layout and how do we do that? Well, it's quite simple. All we need to do is just select a field or I can select multiple fields using the shift or control key. So I'll select the date and surveyor field and I'm going to bring these fields out horizontally and all we need to do is just drag and drop just like that. OK, again, it's just select a field select a field or two and just drag and drop it right onto the layout just like that. I'm going to go ahead and make these a little bit make these a little bit larger. These fields a little bit larger. OK, and you'll notice that these blue lines appear. What are these blue lines? Those are what we call dynamic guides. They help you quickly align your objects and fields on your layout. OK. And now we need to add our laundry store information. OK, so what I'm going to do is if you take a look at the form. OK, we're going to go ahead and recreate these sections that they have here. All right, and there's different approaches that you can take with your survey. You don't necessarily have to follow this route, but just for this demo we're going to go ahead and try to recreate the look of the survey. I'll make this a little bit larger and this is a rectangle object and you'll notice right off the bat the rectangle object has its own fill inside. So I want to remove that. So what I'm going to do is bring up the inspector. OK, and go to the appearance tab and I'm going to choose to remove that fill. And I want to give the rectangle its outer line. OK. And next we need to label what this section is. So I'm going to use this text object. And this allows me to put literal text onto my layout. And I'm going to add laundry site information. And we'll make this a little bit larger. Let's open this up and the 18 font is pretty good. We'll bold that out. And what you're seeing already is that the text object does not have any fill and we can see that line beneath this text object and it kind of obstructs what we're trying to display here. So what I'm going to do is I'm going to give this text object a fill and I want it to match the background of this body. So what I'm going to do is I'm going to click on the body and you'll notice that in the inspector. OK, we have the solid color fill here. So if I click on this color I can grab that color and place it right into my picker down here. OK. So now when I click on the text object and add a fill background color I can now choose the body color that I added just like that. If you open this up a little bit we now get that illusion that the line kind of stops where the text starts. And we can add a little bit of padding here as well just like that. So it's centered a little bit and I'm going to use the arrow keys to center that a little bit more. OK, pretty good start. Let's keep going. Now we have these store information fields that we need to bring over. OK. And just like we did with the date and surveyor fields is just a drag and drop. So I'm going to select the name and phone fields. OK. And just bring that over just like that again using my dynamic guides to help me align. OK. And let's go ahead and we'll change these labels. I'm just going to say store name and I'm just going to put phone for this one. OK. We'll make the store name a little bit longer. Make sure the phone matches. OK. Now I'll bring the address field over. OK. Again, using the dynamic guides and we'll change the name of the labels here as well. OK. Just like that. And I'll make this store address field a little bit longer. And then finally we'll add the city, state and zip. But I'll start with the city and state. OK. Again, we'll rename these labels really quickly. All right. Change the state. The state field doesn't mean to be this long. So we'll make this a little bit shorter. Just like that. The state larger. And then finally we'll add the zip code of the store. OK. And again, we'll rename the label. Make this a little bit smaller. OK. And there we go. Pretty good start. Now we'll notice that these fields by default have a white background fill. So I want to remove that. And you can easily do that in FileMaker 13 with the ability to manipulate styles. And if you use the word processor, you know what styles are. It's just grabbing a bunch of objects and giving them a different or alternative look. And in FileMaker 13, objects and fields, depending on the different type of objects or different type of fields, they'll have different types of default settings that you can choose. Again, you can fully customize this yourself. But the minimal edit box by default, that's good. I'm just going to go ahead and click on that and remove the outer lines and also the fill background. But then I'm going to go ahead and let's highlight these fields again because I want to add a line to the bottom of the field. OK. And we'll make this black just like that. And it looks like my zip code feels a little bit. There we go. OK. So let's go ahead and let's go ahead and add a title for this layout. It's a laundry store. I'll say laundry survey form. And we'll make this larger as well. 36 font. That's good. All right. We'll make this right here in the center. OK. All right. So again, this is layout mode where we drag and drop, design the look of the layout. I'm going to go ahead and exit layout mode and jump into browse mode. And that's where we can enter information and enter data. And we can kind of get a look of the user interface in that view. So I'm going to go ahead and save these changes and we'll take a look at what we created. Pretty good start. You can see that the line that we created down at the bottom has stuck. If we take a look at our original form, it's pretty close to how it looked in the paper format. OK. So let's keep building out. What I'm going to do is I'm actually going to close this database and I'm going to jump into this second database that I created to save some time. And what I've done is essentially the same steps as above. Let me jump back into layout mode really quickly. OK. So for the owner information, what we did was I created fields for the owner, drag and drop them right onto the layout. Give that the little rectangle section here as well like we did previously and then formatted the field so we just had the line underneath again just to save some time. So what's next? Now you need to add the equipment. OK. So we're going to skip the location information again just to save some time. It's setting this up would be just like what we did with the first two sections. Now we need to store the equipment. And one thing that we'll notice about with this piece of paper is that we have some top load washers, front load washers. We're marking it by quantity. Then we have some other fields here. So you're kind of stuck with what you get. And in some cases that's OK if we know exactly what we're looking for. That's OK. But what if we wanted to be a little bit more dynamic? And since we're creating a digital version of this paper form, we should take advantage of that. So what I'm going to do is instead of just creating these fields or recreating these fields directly onto this layout, I'm actually going to create a brand new table and have all of my equipment stored in a brand new equipment table, relate that to my surveys and then use a what we call a portal portal tool to display all of the related equipment directly onto this layout. And that means we can add as much equipment as we want to this particular layout and we're not confined to 12 or 13 objects. So let's go ahead and talk about how we'll do that. I'm going to go to File, I'm going to go to File, Manage Database. And this is the Manage Database window, a lot of different ways that you can get to this window in FileMaker. But essentially, this is where you can build on the database schema. So you can add more tables, you can create new fields and associate those fields with the tables, and then you can create relationships between the tables. This is the real power of FileMaker, connecting that related information. But again, I want to create a brand new table called Equipment. So we'll call this Equipment, click Create, and then I'll add some fields. And the first thing I want to do is add an Equipment ID field. Again, I want to make sure that every piece of equipment has their own unique value. And just like we did with the survey ID field, I'm going to set this up to auto enter with a serial number, again, indicating that every record will be unique. Then we'll need a survey ID field, and this will allow us to create a relationship with the survey table. Then we probably want to add the type. We want to capture that for the Equipment. We want to capture the brand, the model, and then how about let's capture a few pictures of the Equipment. That'll certainly help out our sales team, and it'll definitely help out with the survey team as well. And again, we can already start solving some of the limitations of sticking with paper. What we're going to do is leverage this container field or leverage the iOS devices camera and store pictures directly into a container field. Now a container field, that's where we store media in FileMaker. So all your files like PDF files, text documents, sound files, movie files, images, all of that's going to be stored in container fields. And we'll see the power of that in a bit. Okay, so I think it's a pretty good start for the Equipment table. So let's go ahead and I'll click OK. And we get a brand new Equipment table. We also get an Equipment layout, which is created. But I want that information to be shown right in this area right here. I want to show all the equipment related to my survey. So I'm going to use this tool called a portal. Okay. And actually, you know, before we build that out, let's go ahead and we'll add the rectangle for the equipment information here. And what I'm doing is I'm highlighting the text object and the rectangle object here. And I'm going to duplicate that just a command here, control D on Windows. And that's just saving me time. So I don't have to recreate these objects. It's gonna make this a little bit larger. Okay. And let's go ahead and make this feel a little bit larger as well. And we'll change this to Equipment. All right, and we'll resize this perfect. Now we can add our portal. So let's go back and a portal is exactly what it sounds like. It's a view into another tables of related records, or it's a portal into another table. Okay, so show related records from what we didn't create a relationship yet. And that's okay, let's go back to that managed database. Remember, I talked about there's a lot of different ways you can get to this screen. I'm going to get to the relationships tab. And here we see graphical representations of the tables that we just created. Okay. And when you want to create a relationship in FileMaker, it's as simple as finding common fields with common values. And in this scenario, it's pretty straightforward. We want the values in the Survey ID field to match the values in the Survey ID field. And then we can share all of the related information. So if I want to create a relationship, I'm just going to, again, drag and drop. So I'm going to click, hold, and drag to the Survey ID field in Equipment. Okay. Again, it's as simple as clicking and holding and dragging and dropping. Again, I'm telling FileMaker when the value in the Survey ID field matches the value in the Survey ID field, allow me to share those records. Okay. I'm going to take this step further as well. I just double clicked on this relationship. And I want to specify and let FileMaker know it's okay to create records in the Equipment table based off of this relationship. And we're going to take advantage of that in the portal. So I'm going to click OK and click OK. Now in this portal setup window, I can choose the Equipment table. Okay. And I'll show a vertical scroll bar and I'll click OK. And we can choose fields directly from the Equipment table in this portal wizard. But I'm going to cancel that out, because I want to show you that in the field picker, you can also choose fields from other tables as well. So I'm going to choose the type, brand, and model. Okay. I'm going to choose to bring them out horizontally. And I'm going to put the labels above the fields. This is going to make it a lot easier to put on our layout. There we go. Just resize these a bit. Okay. All right. And I'm just going to use the arrow keys to move these guys down a little bit. Okay. Now you may be wondering what does this mean customizable graphic reporting accessible. Right now I have it set to show sample data. So if I turn that off, you can see we get the names of the fields again. Okay. And this is just a nice way to see some sample data that you have on your layout. So if you want to move like labels around and align things a little bit better to the text within the fields, it can kind of help out a bit. But here I'll turn that off for now. Okay. So we'll see that. And let's go ahead and we'll move these over a little bit. Okay. Like that. Model. Move this over as well. Okay. Again, using the dynamic guides. Now, having a solution on the iOS device, everything is really touch driven. We want to cut down on the amount of tapping cut down the amount of typing that our users have to do. So we can make it a lot easier in this section with the equipment instead of having to constantly type type in a specific type, like the front load washer or or the dryer if it's a change machine. And we can cut down the amount of typing for the brand by using value lists. So what I'm going to do is I'm going to click on this type field. And I'm going to go back to my inspector and jump to the data tab. Okay. And the control style right now it's edit box meaning that I just type my value into this field. I'm going to change it to pop up menu. And I'm going to create a value list for this pop up menu. And here I've had added the equipment type value list, we could create a brand new one if we wanted. But I'm going to edit it and I can add custom values any custom values that I want in this particular value list. And here I just manually entered these values for this equipment type. Okay. And same thing for the brand. I'm going to change this to a pop up menu. Okay. And I could create a brand new value list again. But here I have one already created called brands. And if I edit that it shows you again, I just entered these custom values brand a through D. Okay. And click okay. All right. And then finally, we have this white fill again it is really contrasting off of our layout. So what I'm going to do is we go to styles, we'll see the minimal pop up menu. So I'm going to choose both of those like minimal pop up menu again. And the model. This is just a standard field. And we know we have a minimal edit box for that. So I'm going to choose a minimal edit box. And there we go. Okay, let's go ahead and take a quick look at the changes we made back in browse mode. So I'm going to exit the layout, go back to browse mode. Okay. And we can see this portal that we created. I'll create a brand new record. Okay. And let's see our pop up menus in action. So I can do select type. So this is a washers front load. This is brand a. This is model hhr 283. Okay. Same thing. They also have another one brand a same model. All right. They have a dryer brand C. And this model is an FD 451 so on so forth. And we can keep building that out. Okay, let's go back to layout mode. And here's a good example of why we would use sample data. Looks like my front value is getting cut off here. Let's make this a little bit smaller. Okay. And there we go. Now our washers front load will appear perfect. Now what about that container field that we created? If we want to take some pictures of each of these equipment, well, let's go ahead and I want to use this brand new feature found in 13 called a pop over button. I probably don't want to store a picture directly into this portal because it's going to make it really large. And I want the ability to kind of have the picture be a little bit bigger than I want each row of the portal to be too large. It's going to make it more cumbersome to scroll through and enter information. So I'm going to use this pop over button. Okay, and take advantage of this. And what happens with a pop over button is when you click on this button, you get a menu to appear and you can choose where you want that menu to appear in relation to the button. It could be to either side above or below. Okay, I'm going to make it appear to the left of the button. Okay, and we'll call this the equipment picture. Okay, you can see the menu took that title. And we'll name this button, we'll just say view on this button here. Okay, I'm going to make this a little bit smaller so it fits in my portal. All right. Let's keep working with this button. For example, I don't want this dark fill to appear. So let's go back to the inspector and change that appearance. I'm going to select none because I don't want any background. I'm going to change that text because the white color just doesn't appear. And we'll just make it a darker gray. Okay. Now let's get to our field picker. The pop over window is open. All right, jump to the equipments table and select pick. We won't need a label for that. I'll just drag and drop that directly onto my layout. And you're seeing this picture of the file maker logo because again I have show sample data on. If I remove that, you'll just see the name of the field. Okay, so let's go ahead and exit this layout. And when I click on the view button, again, I can now enter pictures on here. We'll show you how to do that on the iOS side. If you look again at the survey side by side, we're making some really great progress and we're already solving some of the limitations of working with paper. Okay, so what did we do? Well, we created a brand new database. We created a brand new layout designed for the iOS. And then we use features like fields, pop up menus, tables and relationships to optimize our workflow. And by replacing our previous paper based process, we're no longer bogged down by mountains of survey forms with information scattered across numerous sheets of paper, allowing us more time to focus on productive activities. So I'm feeling pretty confident that I can prove to Gabriel that the first criteria is met, but the clock is still ticking and I need to make sure that we can access the solution from the iPad out in the field. So I'm going to go ahead and take my solution, host it with FileMaker server and then access that solution with FileMaker Go. So let's go ahead and talk about how we'll do that. I'm going to go ahead and minimize this survey form. And I'm going to go ahead and host this up with FileMaker server. Now FileMaker server, it's strictly a hosting application and it's the hub of your solution. So you create your database in the FileMaker Pro or Pro Advanced app for the desktop, just like we did. And then you host it with FileMaker server, it just runs the services in the background. And in order to send this up to FileMaker server, I'm going to click on the share icon. I'm going to select upload to FileMaker server. Okay, it's just telling me it needs to be closed first. I'll click okay. I'm going to choose my computer. Again, I have FileMaker server running as services in the background of my computer. I'm going to enter my FileMaker server credentials and click next, files ready to be uploaded. Okay, open with FileMaker Pro is checked. So I'll click done. Now it looks like the database we were just working with, but you'll notice at the top in parentheses it says Ryan Minooks FileMaker server. And that's giving us an indication that we're accessing a hosted solution. How do we get this over to the iPad? Well, in order to show you, allow me to launch Reflector. Okay, and Reflector is going to allow me to AirPlay the iPad Air I have in my hands right now. So just give me one moment to connect to my computer with my iPad Air. Okay, I see my computer here. And there it is. This is the iPad Air I'm currently holding. And you'll see down at the bottom left corner, we have the FileMaker Go icon. So I'm going to go ahead and tap on that. And this is FileMaker Go 13. It's a free download on the App Store. And you see we have some icons on the upper left corner. Right now it's set to recent and this shows the most recent databases and servers I've accessed. If I tap on the device icon, this shows me all the databases that are stored locally on this device, which is a great alternative when I'm in an area with a bad network connection or no network connection at all, especially going door to door or store to store at the laundry mats, they don't have a very good network connection. So this is a really invaluable feature. Then I can tap on the host icon. And this allows me to access FileMaker hosted databases that are hosted locally on the local area network, or external servers. So I'm going to scroll through this list. And you'll see mine towards the top, Ryan Minooks FileMaker Server. I'll go ahead and tap on that. Okay. Oops. Let's go ahead and bring that up again. There's my server. Tap on that. And we'll give this a moment. And here are all the databases I'm currently hosting on my FileMaker Server. And you'll see down towards the bottom, we have that server to copy that we just uploaded. So I'm going to go ahead and tap on that. And there is our survey form. Again, looks pretty similar to the survey form that we are currently using on paper. This is the digital version of it. So we can do a lot of things. I can start adding some information here. Say, here we use today's date, I can add my name. Just like that. Okay. I can add a store name. Okay. All right. And so on, let's go ahead and jump down to that portal that we were working with. There's the popover menu that we created. So I'll choose, we'll use another dryer. We'll say this is a brand B. You can enter a model number, three, four, five. And then remember that popover button that we created. If I tap on that view button, we have that container field image. I'm going to go ahead and tap and hold on that. Okay. And then I'm going to have a few options here. I can choose an image from my library. I can store a signature. That's only specific to the iOS. I can put some audio music, but I want to choose the camera. Okay. Because again, I want to leverage the iOS devices to take pictures and store it directly into the container field. Okay. So I'm going to go ahead and tap on camera. And you get a nice view of the filemaker studio. I'm going to go ahead and take that picture there. We'll select use photo. And just like that, that image is stored directly into that container field. When you imagine in this scenario, we're taking pictures of that equipment right up front. Okay. So what did we do? Really, it was just two things. We took our solution, we hosted it with filemaker server, and we connected to it with filemaker go. And really, that's really just a minute without me talking. And we're able to access our solution anywhere we are. And we're able to get that data whenever we want it. So in just a short amount of time, we've made some great progress in our solution. And it looks like we'll be out of the office in well under an hour, but we still need to prove to Gabriel that we can easily gain meaning out of all of this collected data and transfer it to our sales team. And to do so, I'm going to take advantage of filemaker's quick reports and charting features. So let's talk about how we can do that. So I'm going to go ahead and close out this reflector. Okay. It's like hide. Okay. And I'm going to go ahead and bring up my filemaker pro advanced. And I'm going to close this database that we're working with. And I'm going to connect to a filemaker server hosted database. And this is the same database that we have been working on. Okay. Here's like the same layouts. All I've done is add some data. So we have some data to work with to this layout. Okay. So we added some data here, just like that. Okay. So same same database just added data. Now one benefit of using this relationship and storing the information directly into the portal is that all of the information that we've entered is already stored in that equipment table. So we don't have to like previously take all of the information that we had on a paper and re enter that into a spreadsheet. All that information is automatically stored in the equipment table once we enter it. So there's no duplicate entries. But how do we get some meaning out of this data? Well, let's go ahead and say that we just wanted to understand how many, how many pieces of equipment we have for each brand. So we get a better understanding of what we really need to push for what sales products we need to create. Well, we can use filemakers quick report features in this table view, the spreadsheet like view to really easily obtain that information. So up at the top of the column of the brand column, I'm going to go ahead and click on this arrow. It appears when you hover over the field name. I'm going to select add trailing group by brand. Okay. And just like that, it automatically groups all the records by the brand. And you'll see we have this demarcation line here. Okay. All of the equipment by brand. Let's keep building that out. Certainly, we could manually count how many items we have, or we reviewed for each brand. But let's let filemaker do that work for us. Okay, I'm going to go back to that menu and select trailing subtotals and select count. And just like that, we have a count for each of those brands. But what if we only wanted to show the washers, the front load washers? That way our sales team can really target these particular equipments or these particular items. Well, there's a few different ways that you can perform fines and filemaker. But what I'm going to do is I'm just going to find a field with a value that I want to search for. Okay. And I'm going to control click or right click on windows. And we have this option here find matching records. And just like that, I get all of the records that are for the front load washers. And then I can go back to my trailing group. And there we go. The trailing subtotals stuck with us. So we get a nice view of just the front load washers, again, really quickly and really easily getting some meaning out of our data. Now, this is a lot better than looking at the information in a full spreadsheet view. But we can probably make it a little bit easier on ourselves. Just got to be a better way that we can visually represent our data. So I'm going to go back to this menu and I'm going to select chart by brand. Okay. And we can quickly create a chart to view this information. So I'm just like show data points on chart. And I'll give a title. This is washers. Gonna put this in quotation marks, washers, front load count. All right. And then we can save this as a layout. Okay. So we can save this as a layout and click okay. And you see the layout. And that way it's really easy for us to come back to this layout and view. Okay. What do we need for the front load washers? Okay. What are we currently seeing out there? Again, this is a really great way for the beginnings of a dashboard view for Gabriel, where he can just have a really quick view of our information. Okay, without having to dig deep in the spreadsheets. Right. Now, one thing about the charts is that the way this is currently built. Okay. Is based off the current found set. All right. So the current found set in that equipments table, if we go back to equipment, we go back to browse mode. We've currently found 42 records, all the washers, front load, if we show all of the records, okay. And to go back to the charts layout, we'll see the values have jumped because now we're charting everything that's underneath each brand. Okay. It's no longer just a washers front load. And we can script some of that out as well. But for this demo, we're just going to go ahead and manually do this here. Now, let's take a look at the chart on the iOS device. Go in second here again to connect to my machine. Okay. Reflector. All right. And down at the bottom left, you'll see iPad survey details that name with a little blue square icon. That's our layout icon. I'm going to tap on that. Okay. And I'm going to go ahead and select equipment. Okay. And let's go ahead and we'll search for for the washers, front load, search. Oops. Let's do washers. Let's just do washers. We have two here. Oh, you know, I'm still in survey copy to here. I'm sorry. Let me go to my survey three database with all the data in it. That's why I'm only have two records. Okay. So the survey three data. Okay. So this is the solution with all of the data in it. Very good. We'll do a search here. A quick find for washers, front load, search. There's the 42 records. Okay. So that's our current found set. We can jump to the chart that was just created. And there we go. Again, we can get this information right on the fly. Get some more meaningful conversations with our customers. And we can create individual charts for, you know, each equipment, we can have individual charts for sales team. Really, again, we can create a nice dashboard for Gabriel. Okay, so what do we do? Really simple. We just use file makers, quick reports and charts feature to quickly gain meaning from our data. So instead of manually adding and summarizing data, we have the ability to quickly do the same things at our fingertips. And we're guaranteed accurate up to date information, which equals more meaningful conversations with customers and better sales. So we were able to prove to Gabriel that we now have a solution that allows us to transition from paper to paper list. It allows us to quickly aggregate and gain meaning from our data. And it can be accessed from wherever we are whenever we want it. So our day has become much more efficient. We're no longer sifting through mountains of paper. We've reduced the amount of duplicate entry and we're guaranteed to be working with the most up to date data. But for Gabriel, what is his benefit? Well, aside from just the amount we've saved moving away from paper, how much more time can be spent on just one more customer call or customer contact in the day spread across the entire sales team? And then roll that over a week or a month and think of the ROI rolled into that with a year. Okay, so what I'd like to do now is we'll open it up to Q&A. If you haven't already entered your question, again, you can do so by going to the control panel, the question section, enter your question and click on send. I can see that a lot of you have already done so. And to give those of you who have not some more time, what I like to do is talk about some next steps, some great resources for you. To start off, FileMaker recently released the FileMaker training series. We have a basics and an advanced version. The basics version is free to download on FileMaker's website and you can also get it for free off of iBooks. Advanced is a $19.99 purchase. These are fantastic resources to really build up your foundational FileMaker. So you learn a lot of techniques you saw today and you'll also walk through a solution, kind of like we did today as well. So it's a really nice guide, again, getting a nice foundation of FileMaker and what you can do with the software. Then if you haven't already, go ahead and download FileMaker Go 13. It's for free. It's download. You can download it off the App Store. And if you need to build a database as well, if you don't have a copy of FileMaker Pro, download the free FileMaker Pro trial and get started working with that. Again, in order to create the database, you'll need a copy of FileMaker Pro, the desktop version, to build that out. And then there's more FileMaker Web seminars at FileMaker.com, forward slash support, forward slash webinars, a lot of great webinars there with a bunch of different topics. Again, to familiarize yourself with the FileMaker platform. Another great resource that's not listed here is the FileMaker forums. It's 100% free. You can search to see if anyone has asked a similar question or you can initiate your own conversations, start as many threads as you want. It's a fantastic resource. It's a highly active community of developers of all levels and it's moderated by FileMaker as well. And it's a really great place when you've become familiar with FileMaker, you have a nice foundation, but you want to start learning specific things unique to your own workflow. And you need to get over that hump a little bit. The FileMaker forums are a really great resource for that. And then if you're ready to purchase, contact your FileMaker volume licensing sales rep at the URL that you see above or give us a call at 1-800-725-2747. We have a fantastic annual volume license agreement. Monthly prices start as low as $9 for FileMaker Pro and as low as $29 for FileMaker Server. Again, give us a call at 1-800-725-2747. We'd love to chat with you. Okay, so let's go ahead and we'll jump into the Q&A. Just give me one second here to, oops, I want to minimize this. Give me one second here to view our questions and queue these up. Here we go. Okay, so the first question. Is there a way for FileMaker to create a thumbnail from a large image in container to use in place of a popover button? Yeah, with a simple like checkbox, you can specify that you want to use a thumbnail, but it just gives you a smaller rendition of your image. If you wanted to have an image be used to trigger something instead of the popover button, you can do so. You can actually make your container field a button. So you could store an image in that container field, but then when you click on it, it can run a script, for example, or do whatever you wanted to do, open up a new window or something like that. Good question. Okay, so the next one. What are the ways I can get my solution on my iPad? Okay, so you saw me earlier in the demonstration when I was showing you FileMaker Go 13. There's an option to view the database is stored locally on your device. Again, a great alternative when you're working in an area with a bad network connection or no network connection. But in order to get those databases over onto your device and store locally there, you can use iTunes, you can email it to yourself, you can put the database up on a website and download it, or you could use a third party device like Dropbox, for example. And just keep in mind that when you're working on the database that's stored locally, that's strictly a standalone database. So those updates are not reflected on the host machine and vice versa. So you'll need to create an import script between them. And there's also some software out there, like Go Zinc by C code, Mirror Zinc by 360 works. There's a few more. A quick search in your web browser of choice will yield some results there. But there's some software out there that help take some of that responsibility out of your hands in terms of creating that scripted import. Alright, the next question, can you make it so people using the mobile version can only read or look up data? You definitely can. And with FileMaker, file security comes down to accounts and privilege sets. So you can specify in FileMaker accounts or who's logging into my file and then privilege sets. What can you do in my file? And by default, there's three privilege sets. It's admin access, data entry only and read only access. But it's the best practice for you to, you know, create your own privilege set, because there may be some things that you want users to do above a read only access, but not necessarily at the level of a data entry or admin level access. You want full control of how your users can use your solution. So for example, in our solution, you know, we can specify down to the very field, let's say that I only want people who perform the survey to view their own records. So I can specify in the privilege set, if you know my login name doesn't match the surveyor name, then I'm not allowed to see that record. So that's just an example of how we can incorporate that into our solution. Okay, the next question. Can most of what was demoed today be done on FileMaker Pro 13 if we don't have the advanced version? That's a great question. And everything you can do today, you can do in FileMaker Pro 13. I didn't try to think of it the tables in the managed database tables, you can copy and paste fields between tables with FileMaker Pro advanced. It really gives you this menu. This is the main difference between Pro and Pro advanced. Pro advanced is really like a superset of FileMaker Pro, but you get this menu here. And this actually is a very invaluable menu for the developer. So for your power users, for, you know, the end users, they can have a copy of FileMaker Pro, but the developer or if you have multiple developers, they should always have a copy of FileMaker Pro advanced. These tools here just make your development so much easier on you. Scriptabugger, for example, when you start building out scripts, this allows you to run through your scripts step by step. Otherwise, you could build a script. And the only way you know if it works or fails is if you run the script in its entirety. And if it fails, you have to keep tweaking things just based off of guesimation. The data viewer, you do use a lot of calculations in scripts. And just running calculations as well. And this allows you to, you know, verify you're getting the results that you want with your calculations. That's a really great feature as well. Custom menus, this gives you the ability to, again, have more control of your solution. Maybe I don't want my certain users to have the ability to view, you know, new records or delete records, or the ability to copy and paste. You can remove that. You can remove full menus from the menu set that users log in with. So in terms of what we built today, you can build that with FileMaker Pro, but it's highly recommended developer or developers have a copy of FileMaker Pro advanced. Okay. The next question, are there scripts in FileMaker Pro to adjust a layout from landscape to portrait when used on FileMaker Grow? Fantastic question. And with FileMaker 13, we introduced a brand new script trigger, okay, on layout size change. Okay. So what that means is that if you rotate the device, okay, FileMaker will, it'll run that script trigger. And then it will determine, okay, so we're now have moved to portrait mode, and I'm going to jump to a portrait mode layout. So the moving parts in that you will have to create a layout for portrait mode, layouts for landscape mode, and then you would just use the script triggers to jump, you know, back and forth when appropriate. Okay. Final question for the day. Does FileMaker Go 13 work with databases built in FileMaker 12 on the Mac? You can have a mixed platform of FileMaker Go 13. It can access the FileMaker 12 databases. It's a completely cross platform. Just keep in mind, if you're using a mixed environment, you should always develop in the earliest version. So for example, if you have 12 and 13, you should always keep development in FileMaker 12. And the reason being is not only could you use features that are not compatible with the previous version, but you know, there's some things on the back end as well, like, you know, with themes and the styles that may not translate well over to the previous version. That said, everybody should move on to FileMaker 13, regardless, right? Okay, so fantastic questions. And I think that's all we have for today. So on behalf of FileMaker, it was my absolute pleasure chatting with you guys today, and I hope to see you on another webinar soon. Thanks.