NJFMPUG November Meeting: FileMaker Custom Function Roundup

The New Jersey FileMaker Pro User Group’s November 30, 2011 meeting was held at Essex Computers in Paramus. Debi Rubel, Certified FileMaker Developer for FullCity Consulting, lead a group discussion of custom functions.

Members reviewed some of the advantages of custom functions, such as:

1. DRY (don’t repeat yourself) – the ability to store re-usable code

2. Storing global data outside of fields, away from easy viewing and editing

3. The ability to create recursive calculations

Using the Manage > Custom Functions dialog box, formulas can be created using FileMaker’s “calculation engine,” an interface similar to that used for the program’s field calculations. FileMaker Pro Advanced is required to create custom functions but, once saved, a new function can be used wherever FileMaker’s built-in functions are available: in field definitions, script steps, the data viewer – even other custom functions. An important distinction between custom and standard functions is the use of developer-created parameters, rather than direct access to fields.

FileMaker introduced custom functions with version 7. The current version (11) makes it even easier for developers to incorporate custom functions in their work through new copy/paste and import features.

Several custom functions were reviewed, including those for text, numbers, dates and times. Examples ranged from simple formatting options and mathematical standards such as median and hypotenuse, to more complex concepts involving date offsets that account for weekends and holidays, and recursive functions.

A recursive function is one that calls itself within its formula – much like a loop for scripts. And, as with loops, developers need to remember to provide an exit condition. FileMaker enforces recursion limits for both stack and tail recursion functions.

Variations of a function were shown to demonstrate methods for error-trapping, which can occur within the function and/or the calling calculation. Trapping for empty data and particular data types can be particularly helpful in ensuring correct outputs, and in preventing the dreaded “?” result when recursion limits are hit. Additional discussions revolved around the need to approach any particular problem with the end goal – the client’s needs – in mind.

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FullCity Consulting Achieves Apple MTC Designation to Provide Expert Enterprise Integration of Apple’s Mobile Devices

In response to the growing demand for the integration and expansion of Apple technology, especially Apple’s mobile devices, FullCity Consulting is one of the first FileMaker consulting companies to complete the newly available Apple Mobility Technical Competency. This MTC designation and membership in the Apple Consultants Network allows FullCity Consulting to provide expert advisement, management and support to their clients who are deploying iOS mobile devices such as the iPhone, iPod Touch and iPad in a professional enterprise setting.

FileMaker Go Enterprise IntegrationThe Mobility Technical Competency is designed to certify that consultants have the necessary knowledge of the Apple mobile platform so they can make valuable recommendations to their business clients who are integrating mobile devices into an enterprise environment.

A key aspect of mobile integration for businesses to be mindful of is security, including the ability to control what people can do with the device, protect all of their data, and remotely wipe the device if necessary. FullCity Consulting continues to expand their expertise in iOS security with the new MTC designation, which is especially useful for the growing number of their clients utilizing the FileMaker Go software. FileMaker Go is arguably one of the best iPad and iPhone business data apps, allowing you to take all of your important FileMaker Pro data with you.

“FileMaker Go offers the flexibility of FileMaker on an iOS device and it’s important when bringing those devices into a business environment that you protect your data”, says Jonathan Sherry, Senior Analyst and Systems Engineer at FullCity Consulting and Apple Certified Technical Coordinator. “The iOS platform is a very open, standards-based secure platform, and with the MTC Certification we can help our clients take even greater advantage of those security protocols.”

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Adam Aronson Presenting Business Productivity Solutions for the iPad at CAFDA

Chicago Area FileMaker Developers' AssociationCAFDA, the Chicago Area FileMaker Developer Association, is a group of intermediate and advanced FileMaker developers based in Chicago, Illinois. They hold informal group meetings to discuss their field expertise, grow their knowledge of FileMaker, and meet other FileMaker developers.

CAFDA meetings feature nationally known FileMaker speakers as well as Chicago-area developers. Adam Aronson, President and Founder of FullCity Consulting Inc., is pleased to share his expertise and knowledge on business productivity solutions for the iPad during this December’s CAFDA meeting at Soliant Consulting. During his presentation, Adam will be sharing multiple case studies where their iPad solutions have solved their clients’ needs and just how FullCity Consulting achieved those positive results.

FullCity Consulting specializes in business productivity solutions for the iPad and Filemaker/web integrations. They are an Apple Consultant with Mobility Technical Competency certification and are the FileMaker Business Alliance’s Business Partner of the Year in the Americas for 2011.

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NJFMPUG October Meeting: Using FileMaker Go & the iPad to Create Data Driven Schools

The New Jersey FileMaker Pro User Group’s October 26, 2011 meeting was held at Essex Computers in Paramus. FileMaker, Inc. presenters included Rick Colcock, Corporate Systems Engineer; Rodney Santwier, Regional Education Manager, K12 East Sales; and Mike Alvarado, Director of Sales.

The meeting topic was “Using FileMaker Go / iPad to Create Data Driven Schools.” Rick reviewed how simple it can be to access FileMaker files from a mobile device: either by opening a remote file directly in Go, or by transferring a database via email, web or iTunes to use locally. He showed sample data on multiple platforms and devices to underscore the consistency of the user’s experience.

FileMaker Server is a great tool for teaching institutions, and is currently being used by many schools and districts to collect, aggregate and disseminate data. It can be managed in-house (as cloud-based student data is a concern for many educational organizations), yet used to share information in real time with multiple populations, including administrators, teachers and other staff, parents and students themselves. FileMaker can also be used as an adjunct to other SIS (Student Information Systems), such as PowerSchool.

Rodney discussed and demonstrated several education-specific applications deployed in iOS. These ran the gamut from classroom observation check lists to student scheduling systems for security, from logging complaints to recording release forms, from examining correlations to drilling students in math. FileMaker functionality in our schools is well-suited for the front office, classroom, and public information services

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NJ FileMaker Users Group September Meeting Recap

The New Jersey FileMaker Pro User Group’s September 28, 2011 meeting was held at Essex Computers in Paramus. Ken d’Oronzio of Paradise Partners, Inc., demonstrated their new product, soSIMPLE Calendar.

soSIMPLE Calendar features a drag and drop interface that can be viewed in FileMaker Pro, FileMaker Go, and web browsers. Calendars are easily customized and support multiple languages and date and time formats. The package includes a “Calendar Builder” UI module that generates a FileMaker web viewer for adding to any existing date-oriented database. The engine and necessary plugins are then stored on FileMaker Server; updates are handled automatically. The solution supports multiple resources and it can subscribe and feed data to Google, Outlook, iCal, etc. Visit the web site for purchasing details and pre-purchase trials.

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Upstate New York FileMaker Developers (UNYFD) September Meeting Recap

The Upstate New York FileMaker Developers (UNYFD) user group had another great meeting last Thursday at Creatacor in Clifton Park, NY. We reviewed the 2011 FileMaker Developer Conference and discussed what new development tricks, tools, sessions and vendors impressed the attendees. Some of the favorites included:

The most exciting new product announcements seemed to be DocuBin by 360Works (for FileMaker based document management) and the GoZync FileMaker Go Synchronization Framework masterminded by Todd Geist and John Sindelar.

We look forward to seeing everyone next month at our October 20th meeting. More details to follow!

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FileMaker Indexing – There can be too much of a good thing

You may have heard these complaints before: “This was working great when I opened the file locally, but now that it’s hosted by a FileMaker Server, it’s kind of slow.” Or, “This works acceptably for my LAN users, but I have some users connecting from outside the office, and it’s slow for them.” If your database is exhibiting these symptoms, it could be Indexes slowing your database down.

What are indexes for?
FileMaker Pro creates indexes of the data in fields that have indexing turned on. When performing a Find on an indexed field, FileMaker will search the index instead of the actual field. Finds are vastly accelerated by this. In addition, relationships in FileMaker are based on indexed fields. More on this in a bit.

Don’t index everything
While indexes are beneficial, it is possible to have too many indexes. When connecting to a hosted FileMaker file, the indexes must be downloaded to FileMaker Pro and stored in its local cache where they can then be called on as needed. In some cases this can add noticeable lag to accessing a layout, or scrolling through records. In addition, when editing a record, FileMaker Pro has to update the indexes. If a user or a script performs a replace on a large set of records, the time spent updating indexes can be noticeable. Index optimization may not be necessary at all on a small database. However, a database that has many fields or many records will benefit from optimization.

How to optimize
By default, field indexing is set to “None” and “Automatically create indexes as needed.” With these settings, indexes will be created as soon as a Find is performed on that field. Instead of leaving the defaults on all fields, consider setting all fields to “None” and unchecking “Automatically create indexes”. Then turn on indexing only for fields that need to be searched, and key fields.

Index Settings

Field Indexing Settings

For text fields, there is a choice of “Minimal” and “All”. For fields used to categorize, such as a type field with a value list of “Individual” and “Group”, choose “Minimal”. For fields with longer strings of words, like “Street Address”, choose “All”. For text fields used in relationships, set the index to “Minimal”. All fields used in relationships (key fields) must have indexing turned on, or you will not be able to view related records in a portal or use the Go To Related Record script step. Remember, don’t turn on indexing at all for non-key fields unless you think it’s necessary.

Quick Find

Quick Find is a FileMaker 11 feature that searches all fields on a layout that has Quick Find enabled. By default, Quick Find is enabled at the layout level, and all fields also have Quick Find enabled. The default settings for Indexing and Quick Find can result in one Quick Find creating indexes for all the fields on the layout! Therefore, consider turning off Quick Find entirely for some layouts, such as developer layouts, in Layout Setup.

QuickFind Layout Setting

You can control Quick Find for the whole layout in the Layout Setup dialog.

For user layouts, take a look at how FileMaker indicates the Quick Find status of the fields.

Layout mode showing QuickFind icon on Fields

In Layout Mode, the magnifying glass indicates that QuickFind is enabled on a field.

In our experience, Quick Find is very slow when it has to search those “yellow” fields, so turning off Quick Find on those fields will not only avoid unnecessary indexes, but will keep the “quick” in Quick Find. To do this, just uncheck “Include field for Quick Find” on the Data tab of the Inspector, under Behavior.

Inspector Window showing Quick Find Setting

Turn Quick Find on and off per field using the Data tab of the Inspector.

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FullCity Consulting Named FileMaker’s Business Partner of the Year in the Americas for 2011

FileMaker Excellence Award recognizes FullCity Consulting

RED HOOK, New York –August 15, 2011– FullCity Consulting, a technology company based here, has been named the FileMaker Business Alliance’s Business Partner of the Year in the Americas for 2011, the first company to be awarded the title twice – first in 2007 and again this year. Each year, FileMaker honors selected FileMaker Pro Business Alliance Members who have made a significant difference in their database technology market.

Keith Robinson and Adam Aronson

Keith Robinson, Vice President of Americas Sales for FileMaker Inc., and Adam Aronson, President and Founder of FullCity Consulting, at FileMaker DevCon 2011

“FullCity Consulting has all the professional attributes we love to see in our partners,” said Keith Robinson, Vice President of Americas Sales for FileMaker, Inc, “Not only do they run a successful business, but they are very dedicated to the success of the FileMaker community.”

Adam Aronson, President of FullCity Consulting, also won the “FileMaker Mad Dog Public Relations” award for his efforts in promoting FileMaker Go, a mobile version of FileMaker, through Apple stores to gain more awareness of the features and quality of the software. FileMaker allows developers to create and maintain powerful databases for a relatively minor investment, which is important at a time where cost cutting is essential for small businesses trying to turn a profit. FullCity’s ongoing mission is to push the iPhone and iPad applications nationwide.

Aronson has fostered a strong FileMaker community in the northeast by coordinating and hosting three FileMaker groups including the New Jersey FileMaker Pro User’s Group, the Upstate New York FileMaker Developers Group, and the Central New York FileMaker Developer Group bringing professionals together to encourage knowledge and expertise on the FileMaker Pro database platform.

The FileMaker Business Alliance is for organizations seeking sales and marketing support from FileMaker. Of the organizations who use FileMaker Pro, only 41 in the Americas, including FullCity Consulting, have been chosen to be Platinum Members. This distinction signifies the company’s commitment to widening the software’s usage and providing clients with a seamless integration into using it in their daily operations.

“The fact that we won this award twice says a lot about FileMaker’s confidence in us,” said Aronson, “Though our company has grown since the first time we won, we’ve remained consistent in our approach and will continue to do so in the future.”

About FullCity Consulting

FullCity Consulting is a technology company based in Red Hook, NY, which utilizes FileMaker and other platforms to implement and maintain consistent, effective and simple systems for businesses to use. They offer database design and development services, web integration, workflow analysis, consulting and staff training to ensure optimal productivity. For more information, call 845-758-1360 or visit fullcityconsulting.com

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Adam Aronson Appearing on FileMakerTalk

Adam Aronson recently appeared on FileMakerTalk with Matt Navarre for some FileMaker chatter and it’s now available online to check out – listen below. Matt and Adam discuss consulting methods, billing, gold-plated FileMaker solutions, the iPad 2, FileMaker Go and lots more.

Our Consulting Model
Our development team likes to keep it simple! We don’t necessarily need to apply the most technical solution to every solution – we look at things from the inverse. In order to best help our clients solve their business problems we evaluate what will best suit their needs within their budget. Your budget and priorities drive the development methods we employ.

We also start with keeping your solution “unlocked”. My experience is, once you allow customers to use everything that is built into FileMaker, it actually empowers them to do more. So, recently we’ve moved to exposing more of the FileMaker interface – when a client’s needs allow it. Like, keeping the status area unlocked to allow users to explore and allowing access to native find mode, where you can search (in any field!) for sets of records, which we humbly believe is the “killer feature” of FileMaker.

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Listen to other episodes of FileMakerTalk here

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We’re Celebrating 10 Years of Successful Business

Here at FullCity Consulting we are celebrating our 10 year anniversary this month. With the creation of a third FileMaker user group and FileMaker’s launch of an exciting new mobile database application that is revving things up, we are moving forward into the next ten years with enthusiasm.

In 2000 I founded FullCity Consulting wanting to help people make their job more efficient and allow them to do things they never thought were possible. It’s on this principle that FullCity still operates today – every employee here has a passion for creating FileMaker solutions to meet our clients’ needs. No matter if it’s our biggest customer – a banking institution or a small local online e-commerce business – it’s seeing how these people make their businesses better with FileMaker that drives us.

We now boast a dedicated team of five employees that are all at the top of their field. In 2005 we began facilitating regional user groups to create a community where ideas can be freely exchanged and a local forum for FileMaker to come and speak to their customers including developers and users. This month the third user group launches – the Central New York FileMaker Developer Group based in Syracuse, NY. Additionally, in 2007 FullCity Consulting was awarded platinum level FileMaker Business Alliance status – meaning we are one of the top 40 FileMaker consulting companies worldwide. That same year we were awarded Business Partner of the Year for America by FileMaker.

Throughout the last decade software has been developed to include remote tools for interaction of work groups and applications that make businesses more efficient. These remote tools have allowed us to support clients anywhere, from China to the Hudson Valley of New York where our primary office is located. Face to face time is still so important and we still travel to our customers to meet and talk through their situations, but it’s the day-to-day, hands-on work that has been revolutionized with new remote tools. In fact, half of our team is remote – technology and infrastructure allows us to be in many places in one day.

Also in recent years, the economical shift has had an impact on the consulting business. The need for businesses to be more efficient and get a larger ROI from their FileMaker solutions becomes more important than ever during tough economic times, and the FullCity team does just that. The ability for people to make small investments with large results has become a high priority in the last few years for us. As a business database tool, FileMaker hands down gets the best results with a smaller development investment.

Moving forward our team is always investigating new tools to utilize for their clients and we are keen on seeing how mobile devices will continue to evolve. The new FileMaker Go application for the iPad and iPhone is the latest and greatest to hit the market. It’s arguably the killer app on the iPad because it’s a business database application that allows you to take all of your data with you through a live data connection. Seeing how this ubiquitous access to data via mobile devices is going to change how our customers are using their data is completely exciting, uncharted land.

Everyone here believes in what they are doing and we hope to carry that energy into the next ten years of business. It’s as much my staff’s success as it is mine that we have made it this far. With FileMaker development stronger than ever we are excited to see what’s next.

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