Creating User Specific Reports Using FileMaker Pro Privilege Sets

Creating User Specific Reports Using FileMaker Pro Privilege Sets

If you’ve ever wanted to generate specific reports for different groups of users, but are intimidated by FileMaker’s, somewhat complicated security schema, this PDF shows you an alternative methodology that is very simple and easy to implement, using FileMaker Pro privilege sets.

Recently a client, a large bail bond company, wanted to be able to add reports easily, that could only be viewed by specific employees, and without having to go anywhere near FileMaker’s security schema.

This got me thinking outside the box, which is where many good FileMaker solutions come from, and I started to play a game of ‘What If?  What if we could use a related value list to populate a field, listing all the reports that were available for the user, and then use a script trigger to generate the report?  Once I’d finished playing ‘What If?’, I started a different game; ‘Why Not?”  (Both of these are fun games that I love playing and which FileMaker is particularly adept at).

As it turned out the solution was very simple and easy to implement.  We just had to add one table (for the report names), a global field (with a related value list) and a script with  just 3 steps.  Now all the client has to do in order to add new reports is to add a new layout and make sure that the name of the layout is the same as the name of the report and then select who can read that report.

Problem solved; mission accomplished; happy client.  What could be better? Download this FREE PDF from Excelisys’ Tips-n-Tricks section of the website.

FileMaker Privilege Set Reporting

- Michael Rocharde, Lead FileMaker Developer @ Excelisys.

Michael Rocharde has been a professional FileMaker Developer since 1987. He has worked with Excelisys since 2002 and has had more than 40 articles published in a variety of magazine He is also the author of FileMaker & Me, an interactive multimedia book focusing on FileMaker Interface Design. Available only for the iPad, this book is available at the iTunes store.

Michael recently released a free reference guide to FileMaker 12’s Themes (Themes Ain’t Wot They Used to Be). Currently Michael is working on a new book ‘FileMaker & You’, Tips & Tricks for Successful FileMaker Development’ (To be published May 2013) for beginners to intermediate developers who, typically, are working in-house and who are being tasked with building a FileMaker solution to manage a specific task or function.

Michael lives in the south of France, just outside of Toulouse in a small village called Castelmaurou. When he’s not developing FileMaker solutions or writing, he can be found tearing out what little hair he has left trying to master the French language.

* FileMaker and FileMaker Pro are registered trademarks and owned by FileMaker, Inc. in the US and other countries.

FileMaker Pro 12 Tips and Tricks, Using ZipTastic Web Service to retrieve City, State, Country.

From Excelisys by Doug West, Product/Project Manager, a Free FileMaker Pro 12 Tip and Trick demo to retrieve City, State, Country with just a Zip code using a web service called Ziptastic.

Basic demonstration of accessing a web service called “Ziptastic” from within FileMaker Pro 12 to retrieve City, State, Country with a Zip using the insert from URL script step introduced in FileMaker Pro 12 (no plug-ins!). The web service provides the corresponding city, state, and country for a given ZIP Code. The scripts in this file parse the JSON-formatted response from the web service into the appropriate fields.

So, basic concepts:

  • Access a web service without plug-ins
  • Insert from URL script step
  • Parse JSON data

 

FileMaker Pro 12 Demo File

FileMaker Pro 12 Demo File

Visit the Excelisys Tips and Tricks section to download the file and instructions today!

eX-RealtyBiz – Incredible FileMaker Go App for Property Data Collection

Excelisys’ Lead Developer Rob Poelking has just authored “RealtyBiz”, a Mobile Property Data Collection demo as a FileMaker Go app that demonstrates what makes an effective FileMaker Go mobile application. The concept is that of a real estate agent’s assistant, collecting data (both text and pictures) for various properties. Careful attention was given to the interface, which needed to behave as much like a native iOS app as possible. FMgo presents a few challenges in this area. And although some concessions were made, RealtyBiz proves that you really can have both form and function on the iPad using FMgo.

Read the rest of this entry »

New FileMaker 12 Delivers Breakthrough Design Features for Creating Stunning Databases for iPad, iPhone, Windows and Mac

New FileMaker 12 Delivers Breakthrough Design Features for Creating Stunning Databases for iPad, iPhone, Windows and Mac
FileMaker Go 12 apps for iPad and iPhone are now free, making it easy to run iOS apps created by FileMaker Pro 12

SANTA CLARA, Calif. – April 4, 2012 – FileMaker, Inc. today released the FileMaker 12 database software line. FileMaker 12 launches a new era for databases, empowering users to create stunning custom database apps for iPad, iPhone, Windows, Mac and the web.

The entire line of new FileMaker 12 software is available today.

FileMaker Pro 12 features beautiful new themes and Starter Solutions, powerful iPad, iPhone and desktop design tools, and superior file management for today’s media-intensive applications. FileMaker Pro 12 Advanced adds additional development and management tools.

Read the rest of this entry »

Open a Portal, Mr. Spock

Portals have been around, in FileMaker™, for as long as I can remember and they are an ubiquitous part of the program. (Just in case you don’t know what a portal is, an easy way of explaining is to imagine that you are outside of a house, looking in a window through a gap in the curtain. The part of the room that you can see is the portal in FileMaker™; the rest of the room is hidden from view and, to see it, you have to go into the room itself; in other words, the portal is a quick snapshot of the information from a related table). Read the rest of this entry »

FileMaker DevCon 2011

Come to the FileMaker Developer Conference 2011 and discover just how far your FileMaker solutions can go. Learn how to build more professional databases, extend your solutions to the web or deploy iPhone and iPad solutions using FileMaker Go.

Whether you’re a novice or a seasoned developer, you’ll increase your technical expertise – along with your career potential – in just a few days. Go farther when you come to San Diego by meeting people from over 35 countries to network and exchange ideas. And DevCon is the place to go when it comes to learning all about the latest products and services at the Exhibitor Showcase.

Come to DevCon and you’ll go farther.

FileMaker, Inc. Announces GO – For iPad and iPhone

Looks like we have another way to access FileMaker Pro solutions! EXcellent – nice job FileMaker!

If you need any application tweaked or enhanced to take advantage of the new deployment strategy of GO from FileMaker, Inc. – Excelisys is the GO to team to help!

Want more info on go: http://www.filemakertrial.com/go/

Want more info on Excelisys’ FileMaker services: http://excelisys.com/database-development-consulting.php

Good Example of Poor Scalability

A well-built FileMaker Pro database will have the ability to maintain its speed and usability over time while managing an ever-increasing number of records. When best practices are not applied, they can slow a database to a crawl under the most modest circumstances. This is the concept known as scaling.

So today a client comes to me saying they decided to use the Music Library starter solution that ships with FileMaker Pro to track their production department’s immense CD vault. It’s a simple template featuring a typical parent/child relationship between albums and tracks.

The problem was that every time they added a new record and entered the artist and title, it ran a replace upon exiting the field that was taking longer and longer – we’re talking up to 10 seconds and growing – with the dialog box indicating there were 96 records remaining. That was very interesting, since they’d only entered 40 album records thus far, each with a multiple number of tracks.

Upon close examination of this start solution, I was shocked to find the reason behind this. The “Artist” and “Title” fields have script triggers that execute upon exiting, both pointing to the same script. That script had two steps: replace all track records’ IDs with themselves, and then commit records.

Each time they exited a field, each and every track record was being updated. This was totally unnecessary, and was causing the solution to buckle under its own weight.

So first, we have to understand why the related track records need updating at all. In this template, some of the data fields for an album are copied to its child tracks. This may or may not be necessary for their particular purposes, but it’s just how this template was built. Now, two of those things that a track record grabs from its parent album when entered is the artist and title. If one should later change the album’s artist or title details, the child track records normally would not be updated automatically without some sort of mechanism in place, such as a script. So they would potentially contain different information than their parent record, when they should be identical.

So really, there’s no reason why EVERY track record should be updated when a title or artist is entered, just the tracks (if any) for the current album being edited. By adding a few script steps, we were easily able to speed up the data entry process and still satisfy the need to keep track records up to date. The modified script now first tests to see if any track records exist for the current album, and if so uses a GTRR step to find those records and runs the replace step just on those records, then commits and goes back to the original layout. So entering records is now as fast as you’d expect. And if they modify an artist or title for an album that contains track records, there will be only a slight pause that is barely noticeable. The best part is: no matter how many records are entered, that occasional pause will never increase in duration.

So the lesson here is: just because you saw it in a FileMaker Starter Solution, doesn’t mean it represents best practices.  Of course, there is a whole separate issue here about whether the Replace function should be used in this situation or not due to record-locking implications in a multi-user environment. But that’s for another time…

-Geoff Ryle

Excelisys is FileMaker 10 Certified

Excelisys is proud to announce that eX-Team member Jeff Drake has passed his FileMaker 10 Certification exam, which was just released this week. Jeff has been certified in every version of FileMaker (7/8/9/10), since the exam was first created. The certification is an indicator of Jeff’s broad knowledge and experience across the FileMaker 10 product line. Congratulations, Jeff!! Well done!

Excelisys Featured in Latest Adatasol FileMaker Podcast

A group from Excelisys consisting of Andrew Persons, Mike Duncan and Geoff Ryle recently participated in the recording of an Adatasol podcast that was just released. We had a great time, and enjoyed talking tech and FileMaker with co-hosts Dan Weiss and Theo Gantos. In the podcast, we discussed our latest free “tips-n-tricks” postings that take advantage of FileMaker Pro 10‘s new script triggers feature. Check out this and past podcasts at their website or on iTunes.

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