Category Archives: Level: Intermediate

PDF with Embedded Links

Author’s note: I’d like to offer a big thank you to Christian Schmitz of Monkeybread Software, not only for creating and continually improving a fantastic plug-in, but also for promptly and patiently answering my many questions.

A few weeks ago we looked at creating a table of contents for a PDF containing nine individual reports. The article ended by asking a somewhat rhetorical question…

Now that we have a table of contents for our master report, wouldn’t it be nice if we could hyperlink each TOC entry to its corresponding report within the PDF?

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FileMaker doesn’t provide a built-in way to accomplish this, but it can be done using a combination of the MonkeyBread plug-in + DynaPDF Lite, and this will be explored in my next article.

…and today we’re going to dig into the nuts and bolts of what it takes to make this happen.

As usual, we have a demo file (Embedded PDF Links), but since it will only work for developers having licensed copies of the above-mentioned products, here is a PDF showing the end result: Report with Hyperlinked TOC.pdf

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FM/SQL Portal Filter + Dynamic Sort

Editor’s note: Today I’m pleased to present a guest article and accompanying demo file written by Joel Englander on using ExecuteSQL + a global multi-line key as an alternative to FileMaker’s built-in portal filtering mechanism, with dynamic portal sorting included as an added bonus.

Demo file: fm-sqlportal-filter-and-dynsort.zip (75 Mb compressed, 230 Mb uncompressed)

browseaksortcitycomp Continue reading

Exploring Problem Spaces

Given its primary role as a database product, it’s easy sometimes to forget what a great teaching tool FileMaker Pro can be. One of my favorite educational uses for it is building models to explore problem spaces, for example…

  • viewing all possible outcomes for a problem with boundary conditions
  • conducting trials to confirm the likelihood of a predicted outcome
  • using “brute force” to find the solution to a complex problem

..and today we’re going to look at an example of each of these.

Dice Roll

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Demo Files: Dice Roll, v1 and Dice Roll, v2

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Modal Popovers + Magic Date Value Lists

Today we’re going to explore a couple ideas that were glossed over in last month’s article on the CustomList custom function…

  • implementing a “modal” popover
  • using a “magic” value list to display a properly sorted list of dates

…and you can download a copy of today’s demo file, Date Filtration, if you are so inclined.

Modal Popover

One of the most useful FileMaker features introduced in the last few years is the popover (if you aren’t familiar with them, Howard Schlossberg’s presentation provides an excellent introduction). In the standard implementation, you click once to display the popover, and then click anywhere outside the popover to dismiss it.

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Transfer a Found Set to a UI File

If you work with the separation model, or any other multi-file configuration where a layout in file A is based on a table in file B, you may have encountered the following situation: while FileMaker makes it easy to transfer a found set from file A to file B…

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…there is no obvious mechanism to go the other direction. Stated in other words, you can easily transfer a found set from an interface (a.k.a. UI) file to a data file, but not vice-versa. Nor for that matter, is there an obvious way to transfer a found set from one UI file to another UI file. Continue reading

Portal Threading in FM 15

Today’s release of FileMaker Pro 15 brings a welcome performance boost in the form of in-line portal progress indicators, a.k.a threaded portals. Ian Jempson (@ianjempson) was kind enough to provide me with a test file that he built, and today’s demo file is based on Ian’s work, and shared with his permission. The purpose of the file is, a) to demonstrate portal threading in FM 15, and b) to explore the behavior of variables instantiated via portal filter calcs and/or object visibility.

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Demo file: fm15-portal-threading.zip (7.5 Mb)

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Set Variable by Name

Recently, in the midst of various reporting and charting projects, I’ve found myself wishing for an easy way to “dynamically instantiate” one or more variables… in other words, set them by name, with the name determined programmatically, as opposed to being hard coded.

This issue has come up from time to time on this blog over the last five years or so, most notably in Dynamic Variable Instantiation, where I observed that…

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…and then proposed an unwieldy mass of gobbledygook as a workaround, e.g.,

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Actually, the preceding isn’t too bad for occasional use, especially if the value you’re passing to the variable is as simple as the GetSummary string shown above. Continue reading

Fast Summaries Revisited

If you do complex data analysis, then from time to time you probably need to group, summarize, and parse data into variables and/or fields. There are various ways to accomplish this, including the Fast Summary technique, which regular readers of this blog may be familiar with, as it has made a number of appearances here over the years.

Well today we’re going to look at a couple alternatives to Fast Summaries, with the help of some demo files, which you can use to do your own benchmarking.

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Or, if you’d rather not do your own benchmarking, scroll down to see results from my tests. Bottom line: each of these three techniques can be fastest, depending on circumstances.

(Also, if you’ve been putting off exploring Perform Script On Server, a.k.a. PSOS, host the demo files on FileMaker Server 13 or later. The reporting routine optionally uses PSOS, so you can dive in painlessly and see what you’ve been missing.) Continue reading

PDF Trickery

If you produce reports or other FileMaker output in PDF format, here’s a little trick that can be a real time saver in terms of development.

Imagine this: a client receives a nightly report via email in PDF format, and asks you to make sure it will fit on a single page in landscape orientation. The report always contains three groups of 12 records, with each group preceded by a leading subsummary, a latticework of horizontal and vertical gridlines, etc.

It is a busy, crowded report, but with patience and fine tuning, you manage to get everything to fit on a single page. Just. Barely.

Now the client wants you to add a trailing subsummary to each group, but of course still expects everything to fit on a single page. The report is already at 8pt type, with tight vertical margins, and you are not looking forward to a bunch of time-consuming heroic measures to accommodate this request, so instead you employ the following trick. Continue reading

Obscure Multiple Window Issue

Note: Thank you to Colleen Hammersley for bringing this issue to my attention, and to Howard Schlossberg for proposing a clever and elegant work around that addresses the issue on the Windows platform. (We’ll also look at another fix that works cross-platform.)

Today we’re going to explore a windowing behavior change that was introduced in FileMaker 12. If your solutions display multiple on-screen windows, then you may at some point find yourself facing this issue.

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The problem manifests in different ways on the Windows vs. Mac platforms; we’re going to start out by looking at what happens in FMP/Win via the Window Focus, v1 demo.

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