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FileMaker 19.1: Quick Start Experience – Part 1

By October 1, 2020 No Comments
FileMaker Pro 19.1 includes a new, alternate interface for creating layouts and fields. This is intended to be easier to use for the brand new user – especially one with little development experience. However, it doesn’t come with much instruction. This post will walk you through the basics of this new quick start experience. Future posts will dive deeper into the capabilities to give you an understanding of what can be accomplished here.

Let’s take it for a test drive. Because I work in FileMaker Pro as a developer, I have a little setup to do. The first task is to open the preferences and uncheck “Use Advanced Tools.” Then, I make sure I am not running any other versions of FileMaker Pro. Now, it’s time to launch FileMaker Pro 19.1. I create a new, blank file, name it, and save it. Once saved, I’m presented with the new quick start interface.

The main part of the screen is my layout, sectioned off with a header and two columns in the body. The top left lists the tables and layouts (there is only one of each, named the same as the file when you first create a file). The bottom left portion is a listing of the fields in my table. FileMaker Pro has created some default fields to keep track of when the records are created and modified, but we can add any others we need using the + button above the field list. We will go over the row of tools at the top later.

Figure 1. Initial view of the layout

Figure 1. Initial View

Presumably, I opened FileMaker with a task in mind. For this exercise, I’ll be creating a very simple inventory of my toolbox. I will want to track the name of each tool, categorize it (Hammers, Measuring, Saws, Pliers, and Wrenches, etc.), and store a picture of the tool.

First, I need to create fields to hold the data I am going to track. I click the + button above the field list to open the field definition dialog. The options you see will depend on the type of field you are creating:

Screenshot of the field definition dialog

Figure 2. Field Definition Dialog

Now I can add my fields, clicking Create after each one to keep the dialog active and create another:

  • A Text field for ToolName
  • A Pop-up Menu for Category
    • Using the + button below the “Set Options” box, I can add categories. I’ll just add Hammers, Measuring, Saws, Pliers, and Wrenches
  • A Container field for Photo

After clicking Create and Close on the last field, I’m back on the main view where I can start arranging my layout. Fields are added to the layout by dragging the field name from the list of fields. I can only drag one at a time. FileMaker helps you keep the layout tidy by anchoring everything to the top left, within the column section. I notice that as I drag my fields around, the other fields make space by moving out of the way. That is a nice feature that I wouldn’t mind having the option to use in the regular layout mode.

I’ve now added all of the fields (it is not required that all of them be added). I can resize and rearrange them, add more text or pictures, and edit their appearance.

Screenshot of Field Definition dialog after fields have been added

Figure 6. All Fields Added

Other Tools

Screenshot of the Layout Tools

Figure 7. Layout tools

I can use the tools across the top to add other elements, like text, spacers, and pictures. To add one of these items, I need to drag the tool onto my layout. That will give me a default object which I can then restyle.

  • Column – You can add more columns, but only to empty spaces. You cannot subdivide a column.
  • Spacer – You can add spacers and resize them as necessary. Like other elements, they push things out of their way as you drag them around.
  • Text – adds a text object that says “Sample.” Double-click to edit.
  • Graphic – You can add a graphic to any column, but it must fit within that column to be dropped there.
  • Resize Tool – This only becomes active if you have multiple objects selected. Left to right, we have shrink to smallest width, expand to largest width, shrink to smallest height, expand to largest height, shrink to smallest width and height, expand to largest width and height.
Screenshot of the resize tool options

Figure 8. Resize Tool Options

  • Delete – This deletes the selected object. It doesn’t always ask first, but I can undo or redo the last action with the undo and redo arrows.

The paintbrush exposes the Inspector. The options you see depend on which object is selected. Generally, this is where I change fonts, styles, and colors. For fields and labels, there are separate settings for each – note the “Field” and “Label” tabs at the top of the inspector.

Screenshot of field definition dialog after rearranging, resizing. Showing field styling inspector.

Figure 9. After rearranging, resizing. Showing field styling inspector.

I can also style the layout parts. There is a skinny selector area to the left of the Header and Body parts. Selecting one of these exposes the styling options in the inspector. Note that I can choose “Fixed Position” for the header object. For longer layouts that scroll, this means that the header will stay visible as I scroll down on the layout.

Screenshot showing 'Fixed position" option

Figure 10. Fixed Postion Option

Now that I have a basic layout built, I’m ready to exit the quick start experience and further refine my custom app.

Clicking Done warns me that I can’t return to the quick start experience. Based on the Knowledge Base article that outlines the new features in 19.1, it sounds like future versions will allow re-entry, and perhaps an expanded feature set. For now, everything can be edited further using the regular FileMaker Pro features.

Screenshot of the dialog that appears when the building the basic layout is done.

Figure 11. Dialog that appears when Quick Start is done.

What Happens Next?

In Part 2, we cover how the elements created using the quick start experience translate into real, live, FileMaker Pro fields, layout objects, and value lists.

Have questions or need help? Contact us today.

Beth Bennett

Beth Bennett

Beth joined Soliant in 2006 after previously working as a marketing manager for professional services firms. When not working, she can be found renovating her home and gardens, taking long bike rides, or traveling to visit family.

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