I’m sitting here at the Denver International Airport, heading to Seattle for what begins the Geist Interactive West Coast tour of FileMaker user groups. I’m thinking of innovation, specifically innovative power tools and techniques that we have access to as FileMaker developers. Already an innovation platform, FileMaker continually expands, opening the door to more. I can’t wait to talk about the FileMaker power tools in  which I’ve invested my time.

Workplace Innovation Power Tools

Todd Geist and I (Jeremy Brown) are traveling north to south along the coast to talk Innovation power tools and frameworks and techniques:

WorkPlace Innovation Platforms, like FileMaker grow along with you. The more you learn the more powerful they become, allowing you to build more and more powerful systems. Eventually you may find yourself with a custom application that provides significant value to your company or organization. Maybe you didn’t start out wanting to be a professional application developer, but if your application has value, guess what? You are a Professional.

Todd Geist and Jeremy Brown of Geist Interactive are coming to Seattle to talk about Professional Development tools, practices and techniques. Todd will demo Geist Interactive’s latest pro tool, Otto. Otto provides fully automated File and Data migration. He’ll show how easy it is to migrate a complex solution from Development to production environments. Jeremy will review the current state of JavaScript in our FileMaker development and lead us in a workshop to implement a JavaScript library quickly in a custom app.

Sounds exciting, huh?

 

It really is exciting. As FileMaker developers we have access to power tools within the Workplace Innovation Platform. We can build frameworks, and use those frameworks our custom apps. And we can utilize new techniques to keep our custom apps modern and connected to the world.

I’m excited to share about JavaScript, which, as you know, I enjoy playing with and promoting. By the end of our discussion, you’ll be hooked on JavaScript and look for ways to innovate with it in your custom apps.

The Stops

We will make a tour of the West Coast user groups starting north.

 

If you’re on the West Coast and within traveling distance of these user groups, and if you want a review of Workplace Innovation power tools, frameworks, and techniques, then please join us for one of these. Feel free to join us at all of the meetings. We’ll take the train from Seattle to Portland, and then fly the other legs.  Come on. Join us for a great week of the awesome Workplace Innovation Platform called FileMaker and some Power Tools, Techniques, and Frameworks.

 

Download these links for access to the demo files we’ll show tonight:

Geist_JS

Web Viewer Integrations.fmp12

JS_for_FM_Devs

The team here at Geist Interactive is hard at work, adding new features to LedgerLink. They recently added support for online payment processing using Quickbooks Online’s processing APIs. Barbara Cooney walks us through that feature here.

Key Points

  • LedgerLink never records or stores credit card or bank account information during the authorization process. Sensitive financial information is sent directly to Intuit’s servers. It never makes it to the FileMaker Server, nor is it written to disk anywhere. This relieves you from ever having to be responsible for properly storing credit card or bank account data.
  • Rates for the online processing are very reasonable. Quickbooks Online has that information.
  • Quickbooks Online’s documentation explains how to set up your account to use online payments.
  • In LedgerLink’s setup, the “Allow Payments” box needs to be checked.

You can read more about how to use online payments in LedgerLink and Quickbooks Online here. Download the demo and give it a try.

 

Last Thursday, we held our first-ever webinar that focused on Karbon, our Framework for Ambitious FileMaker Custom Apps. We briefly touched on Karbon’s purpose and position, Karbon’s data model, and Karbon’s API integration. We also spoke about our tool Generator that helps us generate 95% of the code needed for Karbon. Finally we looked at testing in Karbon and one specific integration with LedgerLink and Quickbooks Online.

 

The webinar was about 1 hour and 20 minutes. Here’s a breakdown of the main points:

  • 0:00:00–Welcome and introduction to Karbon.
  • 0:06:49–Getting started in Karbon
  • 0:09:45–Separation of concerns in Karbon
  • 0:14:45–Karbon’s data model
  • 0:22:12–Example API integrations
  • 0:28:50–Karbon  API scripts
  • 0:37:25–Karbon transaction logging
  • 0:39:31–Karbon Generator
  • 0:48:48–Karbon testing
  • 1:01:00–Karbon and LedgerLink
  • 1:05:29–How to participate
  • 1:07:16–Q & A

You can participate

As Todd mentioned in the webinar, you have the opportunity to participate. We’ve got three ways that you can get involved:

  1. Provide feedback and features.  We want to create an ecosystem of discussion around this framework to discuss ideas and features about Karbon. There’s great thoughts out there in the community, and we want to know those.
  2. Pay us to add features.
  3. Become a Patron. Support us through Patreon so that we can hire someone to work exclusively on Karbon.

 

We are excited about Karbon. It is ambitious for complex custom apps, and we think it is sorely needed in the community. We all need a framework from which to start. Karbon is it.

Stay tuned to Karbon’s main page for more information, more videos, and more excitement about Karbon.

 

Our QuickBooks Online connector product fmQBO is now called LedgerLink. It has lots of new features and security enhancements. Because of changes that are coming in 2019 and beyond we will need everyone to migrate to this version sometime in the next 6 to 12 months. Even though most people have a year to make this transition, we recognize that this might be inconvenient, so we are offering a package deal that includes a free year off LedgerLink and having us do the migration for you.

Whats New With LedgerLink

No More Plugin

First, there is no more need for the Base Elements plugin, and there is no locked code of any kind. Everything is open and available for you to see and learn from. Everything in LedgerLink is native FileMaker code.

More Built in Syncing Tables

We have built in sync support for many more Quickbooks Tables then before.  The list of QBO tables that LedgerLink works with now includes: Items, Customers, Invoices, Terms, Tax Codes, Company Info, Tax Rates, Accounts, Preferences, Payment Methods, Payments, Classes, Departments, Bills, Estimates, Journal Entries, Purchase Orders, Vendors, SalesReceipts, and  Attachments.

Credit Card Payments and ACH Withdrawals

LedgerLink has built in support for processing Credit Cards and making Bank withdrawals with Quickbooks Online Payment processing. Charging a Bank Account is free.  Thats right zero processing fees. You just need to have Quickbooks Online Payments already enabled in your QuickBooks Online Account.

Developer Incentives

If you are a FileMaker Developer, it is now easy to purchase multiple LedgerLink connections that you can use with some or all of your customers. You get the ability to manage and control their access to LedgerLink features. Easily add value to all your custom FileMaker Applications

New Authentication

LedgerLink is is built using the latest QuickBooks authentication scheme based on OAuth. The older scheme used by fmQBO v1 and v2 will be phased out over time.

End of Life

fmQBO v1 will reach it’s end of life on Mar 31st, 2019. fmQBOv2 within 9 months after that. Both Intuit and FileMaker are pushing forward with new and important changes to their respective platforms, and we are trying to be as proactive as possible to help people prepare for whats coming. We recognize that this might present some difficulties for some people people. This is why we are giving such a long lead time and providing a service to perform the migrations for you. We hope that this helps everyone make the transition.

Can I Do the Migration Myself?

Yes, but there will be some manual work to do.  If you have a working fmQBO integration most of the hard stuff has already been thought out.  You will simply need to follow our integration instructions. If you were able to do it the first time, you should have no problem doing it this time. We’ll apply any unused time on your subscription to the new LedgerLink purchase.

If you would like us to do the migration for you see the next section.

Migration Offer: $2000 Off!

If you have Items, Customer, and Invoices in your system we will convert your system to the the new LedgerLink and give you a free year off the connection fee for LedgerLink for $3499. AND If you act before October 31 we’ll give you additional $1000 off bringing the cost down to just $2499.

Normally this work would require a 20 hour implementation package plus the license bringing the total regular price to $4500. If you act by October 31, 2018 you will get a $2000 savings.

If you act after the October 31st deadline you’ll still get a $1000 savings. You only need to put down a $500 dollar deposit to hold your special pricing. You do not need to have everything done by October 1st.

Terms

This offer is only good for customers with existing fmQBO integrations and only includes integrating Invoices, Customers and Items. If you have have other QuickBook entities we can provide an estimate for the cost of those additional entities. If you are new to LedgerLink/fmQBO we’ll be happy to provide you with custom integration services implementation package.

How To Get Your Special Offer.

Simply email us at support@geistinteractive.com and ask for the “LedgerLink Migration Package”. We’ll get you started from there.

For more information on LedgerLink, please visit the LedgerLink page.

Please email support@geistinteractive.com with any questions.

It is always good to know how to get started with any product. And in this video, Barbara Cooney takes us through how to do just that with LedgerLink.

Follow along with Barbara as she helps you get started using LedgerLink:

Key Points

  • Obviously, you need to have a LedgerLink license. We have a demo license to test it out, or you can test it out.
  • You need to enter a  Master Admin account when logging into Quickbooks Online in order to connect LedgerLink.
  • After logging in, you’ll be given a list of your companies. After selecting one of them, that company information is brought into Ledger Link.

Common Mistakes Include

  • Trying to connect to Quickbooks Online with an account that doesn’t have Master Admin privileges.
  • Use Sandbox option. The sandbox comes from Quickbooks Online, and it’s used to test. You might not have a sandbox account, so be sure to uncheck this.

After the initial connection

There are two options for using LedgerLink:

  1. Use LedgerLink to store data as a starter file.
  2. Use LedgerLink to act as a bridge between Quickbooks Online and your custom app. Basically, use LedgerLink for its sync engine.

LedgerLink Configuration

Head to the “Sync Config Log” screen. This is the place to mark what you want to send-to and receive-from Quickbooks Online. All of the entities in LedgerLink can be either sent or gotten or both. Review this section to see which entities apply to your needs and uncheck those that don’t.

Read more information about LedgerLink here. Download the demo and give it a try.

We need to do better logging in Karbon, both developer logging at design time, and process logging at runtime. This video covers some of the progress we have made towards solidifying our approach to logging.

Why not just use DBTransactions?

It is tempting to use the DBTransactions table as our log, and in fact, it includes many log-like features. However, DBTransactions is really about database transactions, not logging. Logging is really a separate thing, which has many nuances of its own. Conflating the two concerns is probably not wise in the long run.

Logging from within Transaction

The other problem is that you want to log info from within a transaction and make sure that data stays even if the transaction is reverted. So step 1 is to develop a log method for logging within the transaction. That “transaction log” can later be sent of to the main log, which we’ll get to later.

This feature is not yet “done”. More work needs to go into generic logging, and process logging. Stay tuned for that.

Karbon Info

Karbon is our free framework for building complex apps. We share rough updates like this from time to time because people have expressed interest in what we are doing. For more info on Karbon see here.

Come join us for our free webinar introducing Karbon our free application framework for building ambitious custom business applications. If you are interested in using the FileMaker Workplace Innovation Platform at a high level you’ll probably want to see what we have cooked up.

UPDATE:  The webinar is now full. We’ll have more of these in the future. Stay tuned.

FileMaker is easy to get started with, but unlike other “easy” app builders it doesn’t leave you short of your goals. You can use it to build large powerful complex applications that run important business processes as well. Karbon shows you how to do that in a way that is scalable, testable and maintainable.

The webinar is free, and Karbon is free!

For more information, you can read the manifesto, and check out the github page.

Training Day at DevCon 2018 finally arrived, and I was ready. After fretting over my ‘lesson plan‘ for so long, I was ready to do some FileMaker DevCon JavaScript training, for FileMaker developers. So I left the breakfast room and entered my classroom. I was hoping to get some moments of calm before we started. To clear my head, to focus on the material at hand.

I walked in the room, and there were like 20 folks there. “Woo,” I thought.  I got them started on some ‘morning work’ to prepare for the time.

A few minutes later, there were over 60 people in the room., still barely 45 minutes before the 8:30 AM start time. I handed out more USBs.

By 8:30 am, the start time, folks were ready to learn JavaScript. A lot of them.

The JavaScript worm

Slowly but surely, JavaScript is becoming more present in FileMaker developers’ minds. The training session brought in over 150 people that think about JavaScript. These folks are interested in the power of JavaScript, in the fact that it is easy to learn and use. We are intrigued by the possibility that we can develop interactive charts or include a whole set of functionality in just a few minutes (maybe an hour at the most). We recognize part of making our custom apps innovative for the workplace is to use all the professional tools available, including JavaScript.

There’s a season for everything

I’m not the first to advocate for JavaScript in FileMaker. Many folks have come before me and have said the same thing. I rest on their shoulders. But now, it seems, is the good time to really explore what we can do with JavaScript (almost anything) in FileMaker. We get a glimpse at what we can do with the language. The time is right; let’s keep moving forward.

Many of the people & compaines who’ve contributed to my knowledge of JavaScript and the Web Viewer.

In the session

Focusing on pure JavaScript, we studied how to work with the Web Viewer.

For a very quick three hours, we took a look at JavaScript in the form of pure JavaScript and in the form of JavaScript libraries.

JavaScript, pure

First, we did a very brief study of some JavaScript concepts. I believe we all should know a little bit of the language so that when we want to do something in a library or in a blank web viewer, we have the knowledge to achieve it. So we spent time on pure JS, writing functions that added text to the web viewer or changed the color of a background. We built buttons in the web viewer and attached events to them. We learned a bit about variables and scope and functions.

JavaScript Integrations

After the break, we turned to JavaScript libraries, the fun part. Together we walked through how I have set up working with libraries to integrate into our custom apps using FileMaker data. We started with a chart and set it up, talking about that set up and how to customize the chart. The concepts we practiced in the first half helped us out here.

Along the way, I got to work with individuals and help them through very common mistakes (a missing comma or semi-colon). I also spoke about JavaScript concepts such as variables and scope and functions.

It was quite unfortunate that we didn’t have a full day to do this work. I wanted to spend more time on pure JavaScript and on how to integrate libraries. We completed 9 out of the 25 exercises, and only got to review one out of the eight integrations. But not all is lost. See below for more info on a plan.

I encouraged folks to sign up for the FM/JS SLACK group we started up a while ago. And many folks did. That’s one of the ways we’ll stay in constant contact throughout the next year.

Beyond the session

People left the session excited about using JavaScript. Many people approached me saying they see it as much more accessible now that we went through it. They were inspired to begin to use what we did in their own apps. That’s very cool. My goal has always been to excite FileMaker developers about JavaScript.

During the week of DevCon, at least two people continued the training session by working on an integration. Phillip Jaffe worked with the DataTables integration, and Logan Cornelius worked with the C3 Charting library. Through text messages or on SLACK or in person, I worked together with them to get their libraries integrated and to talk about the nuances of the library. We met at the Geist Interactive booth or in the hallway to get it worked out. Both attendees got their work done by the second day of the conference. Logan reported it took him about an hour to get the charting library working with data from his app.The rest of the week he tinkered with it, changing colors, adding options. 

I could tell he was excited about the work he did. And so was I.

Continuing the session

Lest anyone think they’ve heard the last of the session, we have a lot in store in the upcoming year. We want to keep this conversation going and inspiration hi, so we will do something with JavaScript every month leading up to DevCon 2019!. Here’s a list of what we’ll do and how you can participate.

  • On the FM/JS SLACK group, we’ll talk JavaScript and how we’re using it in our apps. It’ll be a great casual conversation. Please join and get in on the conversation.
  • The JavaScript training materials are found here. Download those and try them out.
  • I’ll do videos for each of the exercises in my JSPlayground file, and will set them up on a JavaScript-dedicated webpage.
  • I will do a ‘let’s integrate’ video for each of the integrations found in my session files. You can watch and listen as I work on one of these at a time.
  • As logistics allows, I’ll talk JavaScript at user groups throughout the community. Todd and I will be at the west coast user groups (Portland, Seattle, FMDIG, FMDisc, and San Diego) in October to talk JavaScript and other professional tools.
  • Occasionally we’ll do webinars on JavaScript and JS integrations. We’ll alert you in plenty of time so you can plan to attend.
  • And of course, I’ll suggest using JavaScript in the forums. I’ll be the first to admit not everything is a hammer (not everything needs JavaScript) but where it is a viable option, I’ll suggest and provide a sample file.

Join us for any of these events. We’ll take the next year to learn JavaScript and how it can be used in our custom apps.

Filemaker Devcon JavaScript Training

The future of FileMaker and JavaScript is bright. We will continue to promote its use and inspire folks, and I hope to work with others in the community to do the same. JavaScript is one of the many professional tools FileMaker developers can use to innovate.

 

DevCon was such a huge blast that we are extending our DevCon Sale through this Friday. You can get 20% off all the products in our store.

We only do one sale a year. This is it and ends on Friday ( tomorrow ). Now is the time to save on all these great products.

  • FMPerception – the leading Realtime Developer Intelligence Tool.
  • Otto – Fully Automated File and Data Migration
  • Barcode Creator – Award-winning simple barcode generator.
  • LedgerLink – QuickBooks Online Integration
  • GoZync – Offline Mobile Sync Platform.
  • GoDraw – Diagramming, drawing and annotation add-on.
  • Kanban – Add Kanban boards to your FileMaker Apps.
  • Editor – Rich Text Editor addon for FileMaker
  • GoSign – Advanced Signature Capture for FileMaker Pro, and FileMaker Go

Use the coupon code DEV2018CON when you check out to get your discount.

FileMaker DevCon is my favorite time of the year. More than Christmas or even a vacation, I enjoy the deep dive into FileMaker for an entire week. The pool in the lavish hotel is a distant thought; I’d rather focus my time and energy on the technology and the community that makes up FileMaker.

And so I did throughout this entire week. Let’s take a look back at the highlights of the event, surrounded by Smurfs and QuakeCon and filled with great food, connections, and inspiration.

FileMaker DevCon 2018

This year, DevCon was held in Dallas, TX at the Gaylord Texan Hotel & Resort Center. The hotel was fabulous. There were plants and water and waterfalls and bright sun and Texas architecture.

The atrium of the DevCon hotel

The atrium of the DevCon hotel

I arrived a few days early to finish my training session. I could work in my room for a bit. Then I could walk to the atrium to do some work at a randomly placed table or chair, then move outside in the shade and humidity to continue for a bit. I enjoy getting there early just to relax. I found I could sit near a waterfall or geyser and the noise would drown out the sound of people talking as I focused on my work!

It’s tough to nail down one event that made this year’s FileMaker DevCon so special and inspiring. There’s too much going on in the week, and most of it great, to know exactly what causes the high I feel at the end of the time. Since there are are a plethora of event, I’ll group them not by day but by topic: Community, Sessions, and FileMaker.

The Community

I’m an introvert. A lot of FileMaker developers lean that way on the spectrum. But I think our introversion goes out the window at DevCon. For at least this week, we introverts tap into the current of FileMaker running through the Exhibitor Hall/food hall, in sessions, and at the bars. (Full Disclosure: I did often get away to a secluded spot on the grounds just to enjoy some solitude).

Geist Interactive’s booth at DevCon. Super comfy!

Everywhere I looked people were there, and I endeavored to meet them all.  I met folks as I walked to get some liquid energy, and met folks as I squeezed between them and narrow rows of chairs to find a spot in a session.

There’s always a bit of a balancing act between meeting new people and refreshing connections from folks I’ve met over the years. I tried to do both. I’m partial to meeting those people with the 1st-year ribbon since I recognize this is an intimidating event to attend. I seek those folks out and have made many connections and friendships that remain over the years.

As I walked through the hallways or peeked in the bars, I saw FileMaker DevCon attendees sitting there engaging in some conversation with each other. Inevitably, they huddled around a computer talking animatedly about some cool technique they either learned here this week or have been using already. I love seeing that.

The FileMaker community is an exciting one. It is awesome to come to DevCon and be a part, in person, with this group of people that love or are learning FileMaker.

The Sessions

FileMaker people are great, and I tried to meet as many as I could, but I was there to learn more FileMaker. There are sessions for everyone, and it’s my opinion we can continue to learn. I went into each session with an open mind and willingness to listen and learn, and I did learn. I picked up something valuable from each speaker, and I can apply to my thinking and development practices.

The videos of each session will be available soon in the FileMaker community.

Here are some highlights of the sessions.

Geist Interactive

We at Geist Interactive led in total four sessions during the normal week. Here’s a quick recap of each.

Todd Geist spoke on two topics: Modular FileMaker 2.0 and Microsoft Add-ons. In the first session\, he spoke of the changes coming to the Modular FileMaker site and how these changes are preparing for the future.  Not wanting to wait for said future, Todd, the night before, started the website the night before and wrote a small app to copy the XML from some custom functions to place into any custom app. Live coding!

In Todd’s second session, he again built an add-on for Outlook to connect directly into FileMaker. He did this on the stage, coding and talking and not making too many mistakes. Certainly, people show up to learn, but I also think they show up just to watch him code in real time.

Lance Brandenberg talked about testing in FileMaker. The session went quickly, filled with details and information and good live coding. I was sitting near the front, and as I got up and turned to leave at the end, I saw folks sitting there in some sort of amazement. They were trying to digest all that they just saw.

The crux of Lance’s session is that we should test in FileMaker the same way JavaScript developers test. We should write tests that test the intended functionality of each business-logic script. Of course, that presupposes each script is set up in this way: It receives a JSON payload, and it returns a JSON payload. We should write scripts that test the scripts in the app. I work with Lance, and I’m still trying to digest it.

I (Jeremy) led a half-day training session called “JavaScript for FileMaker Developers”. If I do say so myself, it was exciting and fun. There were over 150 people in the small room. We worked together to learn more about JavaScript and how to integrate JavaScript libraries. As I do after every training, I came away energized and ready to do more. I’ll write about that very soon.

Other Sessions

There were so many other sessions that showed off the speaker’s passion and knowledge of FileMaker, and in many cases displayed the speaker’s innovation. Here are a few that I attended and enjoyed.

Create a Starter File Implementing Design Standards to Call your Own

Deborah Zempel. This session was a good reminder to set and continue to use design standards. She also went over ideas about when to use certain objects such as a card window or popover.

Performance Tips for Beginners

Josh Ormond It is always great to get down to the nitty-gritty and take a performance audit of any system. Josh showed those areas that could possibly cause an app to crawl and, of course, how to fix the issues.

Use JSON to Get Arrays

Daisy Graves I enjoyed this session immensely. Daisy explored everything there is about JSON and showed many examples of using the native functions to construct and read-from JSON objects.

Modular Programming with Card Windows

John Renfrew John never ceases to amaze me with some insight about FileMaker. He explained how useful card windows are to create one module or window to perform one function (such as data-input) many times throughout.

It’s a Trap! Errors in Scripting

David Jondreau David, a first time speaker and a buddy of mine, spoke on a topic of great interest. How to trap and handle errors in our scripts. I appreciated this session; there’s not a whole lot out there about how to do so. David shone the light on steps that causes errors and the steps we go through to handle them. General Ackbar would approve!

Flexible Reporting with Virtual Lists and ExecuteSQL

Martha Zink Sessions led by Martha are always full of great tips and unique demos. She takes great pains to make sure her files are clever and good looking. I use these two techniques a lot, but Martha taught me a few new things.

IoT and the FileMaker Data API: Sending Sensor Data to FileMaker Server from a Raspberry Pi

Wim Decorte. Wim’s sessions, too, are chalk full of interesting tidbits. In this session, he introduced us to the world of the Raspberry Pi and IoT and how we can use it as FileMaker developers. I’ll refer to this session for many weeks out.

Under the Hood with Clay

Special Mention: Clay Maeckel of FileMaker, Inc. Clay did two sessions, one on the new data migration tool, and one on storage and queries. I must say, I thoroughly enjoy listening to Clay speak. As one of the few original authors of the FileMaker platform, every word he says is steeped in FileMaker knowledge and history. Listen to these sessions and any other he’s done as much as you can.

There were many other sessions. I actually was exhausted by the end of the conference for the sheer amount of information I consumed. It’ll take time to digest it all.

FileMaker

FileMaker, Inc. puts on a great conference. There might have been a typo in a sign here or there, but DevCon is a well-organized event, full of everything FileMaker. I’m sure we can all forgive the random misspelled word. Shari Martinez and her team pull off something extraordinary for the community. Rosemary Tietge and her team organize the sessions and speakers and events. Rick Kalman and his team of FileMaker PMs and engineers get to share the present and the future and generally their passion for the platform. It’s an amazing week of fun and learning.

Engaging with those that Create FileMaker

The PMs and the engineers of the platform left the Wedge and joined us. They got to speak of the platform they clearly love developing for us.  They are incredibly interested in making each product as strong and as full-featured as possible. Many of them sat with FileMaker developers to flesh out reported bugs or performance issues. And of course, they love talking FileMaker. I sat with a few of them at dinner one evening, and for three hours, we just talked FileMaker (I might have initiated all the conversation topics, but they joined in).

The entire platform is doing well and has a bright future. FileMaker DevCon is a chance to see the current state of FileMaker and to see what the folks at the wedge are working on to make it even better.

FileMaker DevCon 2018

FileMaker DevCon 2018 was a success. I enjoyed it. I got to meet a few folks and even get my picture taken with a few! Like others, I’ll be reviewing the notes from each session and try to incorporate some of the best tips and techniques into my daily practice.