FileMaker 12 Qualification Training Flashcards

1
Q

Where can you store container data?

Chapter 11 - Container Fields

A

a) You can store data loaded into container fields within the database file itself, or “embedded” into the solution
b) You can store data in the original file location, with just the file reference stored in the field.
c) You can store data in a managed folder structure using the managed storage functionality.

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2
Q

What types of files can you store in container fields?

Chapter 11 - Container Fields

A

You can store any type of file in a container field - for example, audio, video, image, PDF, Excel, and Word files.

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3
Q

In FileMaker Go, how would you record a video then add it to a container field?

Chapter 11 - Container Fields

A

Tap a container field, then choose the camera option. Swipe the camera switch to video, then type the Record button to record your video. When you stop the recording, tap Use - the video file will be stored in the container field.

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4
Q

In FileMaker Go, describe how you would email a photo directly from a container field.

Chapter 11 - Container Fields

A

Tap a container field, then choose the Export option. Tap Email to compose an email with the image attached.

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5
Q

Why would you choose managed storage for the container fields in your solution?

Chapter 11 - Container Fields

A

Managed storage enables people to store large files “in” the solution without actually increasing the size of the solution and affecting performance speed. This option also features encryption of stored data, and streaming media from FileMaker Server.

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6
Q

What is the most efficient way to access Layout mode?

Chapter 12 - Introduction to Layouts

A

Via the keyboard shortcut Command-L for OS X or Control-L for Windows.

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7
Q

What is the criterion you must specify when creating a new layout, and why is this important?

Chapter 12 - Introduction to Layouts

A

You must specify the layout’s context. This is important because it determines what data you will be able to see from that layout.

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8
Q

How can you tell if a layout is visible to users in the pop-up menu in the layout bar?

Chapter 12 - Introduction to Layouts

A

Open the Manage Layouts dialog and find the layout in the list. If there is a check in the box to the right of the layout’s name, it will be visible to users.

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9
Q

What features make the touch themes iOS-friendly?

Chapter 12 - Introduction to Layouts

A

They have larger fonts and buttons appropriate for the iOS screen size, format, and user gesturing.

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10
Q

Given a one-to-many relationship between Companies and Contacts, what records will appear in a Contacts portal on the Companies layout?

Chapter 13 - Layout Development

A

Because a portal chooses what records to display based on the relationship between the portal’s table occurrence “TO” and the layout’s TO, the portal will show all Contact records that are related to the current Company record.

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11
Q

What are screen stencils used for?

Chapter 13 - Layout Development

A

Stencils are placed on a layout to give the developer a guide to follow when designing layouts for different operating systems or devices.

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12
Q

What happens to the objects contained within a layout part when that part is deleted?

Chapter 13 - Layout Development

A

The objects will be deleted with the layout part. You will be warned before the objects are deleted.

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13
Q

What is the simplest way to add fields and other objects to a layout with standard formats that are not based on the themes?

Chapter 13 - Layout Development

A

It is easier to duplicate the object with the desired formatting than it is to add a new object (with theme defaults) from the Status Toolbar and modify the formatting.

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14
Q

When is a pop-up menu a good choice for a field control style?

Chapter 14 - Layout Design

A

A pop-up menu is preferable when the value list has only a few items, because the list shows all the items in the value list.

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15
Q

What is a dynamic value list?

Chapter 14 - Layout Design

A

A dynamic value list is based on the data that’s entered in a specific field.

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16
Q

When you create layouts for FileMaker Go, what field size and font size is the smallest that’s recommended?

Chapter 14 - Layout Design

A

When you add fields to layouts that will be used by FileMaker Go, you should set the field height to 36 pixels, and the font size to 18 point—or bigger—to accommodate a Multi-touch interface.

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17
Q

How does conditional formatting affect data that’s stored in a database?

Chapter 14 - Layout Design

A

Conditional formatting doesn’t affect data that’s stored in a database—it affects only how the data appears.

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18
Q

What objects can be included in the tab order?

Chapter 14 - Layout Design

A

Fields, tab controls, charts, web viewers, and buttons can all be included in the tab order.

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19
Q

What are the two most common types of relationships?

Chapter 15 - Relationships

A

One-to-many and many-to-many are the most common relationships.

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20
Q

What is the relationship between the following:

a. Actors and Movies
b. Songs and Concerts
c. Aircrafts and Inspections
d. Race and Swimmer

Chapter 15 - Relationships

A

The relationships are:

a. Many-to-many
b. Many-to-many
c. One-to-many
d. Many-to-many

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21
Q

What field should you create in every table of your FileMaker solution?

Chapter 15 - Relationships

A

You should always add a primary key field to every table.

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22
Q

How do you resolve a many-to-many relationship?

Chapter 15 - Relationships

A

Create a join table between the two entities you wish to relate. It will contain foreign keys from both of these tables.

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23
Q

What is the benefit of putting a portal on a layout?

Chapter 15 - Relationships

A

A portal is used to view and edit multiple related records for a given record; for example, viewing the orders of a customer or viewing the line items related to an order. When the relationship options are set, a portal can also be used to create related records from the context of the parent record.

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24
Q

How do you configure a layout object to activate a script when the user clicks it?

Chapter 16 - Scripting

A

Any object on a layout can be turned into a button by using the Button Setup dialog, which is accessible from the object’s contextual menu, or by choosing Format > Button Setup. Set the button to Perform Script and select the script you want to trigger.

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25
Q

Why is layout context important to consider when you write a script?

Chapter 16 - Scripting

A

The current layout determines which data table will be used for script steps that create, edit, or delete data.

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26
Q

After a Show Custom Dialog script step, what is the significance if a conditional test for “Get (LastMessageChoice) = 1” returns true?

Chapter 16 - Scripting

A

This would indicate that the user clicked the dialog’s default button.

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27
Q

When you create a script, how can you view script steps that are compatible with FileMaker Go?

Chapter 16 - Scripting

A

To view script steps that are compatible with FileMaker Go, set the Show Compatibility option to iOS.

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28
Q

Why is the Allow User Abort script step important for databases that are being used with FileMaker Go?

Chapter 16 - Scripting

A

Using the Allow User Abort script step can help prevent unintended interruptions when a user taps the device screen.

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29
Q

How would you set up a conditional branch that determined whether or not the user running the script was using FileMaker Go on an iOS device?

Chapter 16 - Scripting

A

If [ Get ( SystemPlatform ) = 3 ] .

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30
Q

How would you set up a conditional branch that determined whether or not the user running the script was using FileMaker Go on an iPad?

Chapter 16 - Scripting

A

If [ PatternCount ( Get ( ApplicationVersion ) ; “Go_iPad” ) > 0 ] .

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31
Q

What is a break field, and how do you use it to define a subsummary part?

Chapter 17 - Creating Reports

A

You use a break field to divide a found set of records into groups. When you create a subsummary part, you specify the break field. When the records are sorted by the break field and the value of the break field changes, the report “breaks” by displaying a subsummary and starting a new subsummary group.

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32
Q

How do you add a new subsummary part to a layout?

Chapter 17 - Creating Reports

A

To add a subsummary part to a layout, go to the Layouts menu, then choose Part Setup to use the Part Setup dialog. Create the new part, then define the option to be “Sub-summary when sorted by.” Choose the break field you want from the list of fields in the Part Definition dialog.

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33
Q

Name the three common summary operations, and explain what results they return for a group of records.

Chapter 17 - Creating Reports

A

The most common summary field operations are to total, count, or average the values from a particular field. Total adds the values for all records in the specified field; count lists the number of records that contain a value in the specified field; and average finds the average for all the values in the specified field—in other words, empty records are not included.

For a set of five records that contain field values of 100, blank, 200, 300, and 200, the total is 800, the count is 4, and the average is 200.

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34
Q

When does a subsummary part appear in Browse mode?

Chapter 17 - Creating Reports

A

A subsummary part appears only when you sort records by the field you define as the break field for the subsummary part.

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35
Q

What is the difference between an ampersand, plus sign, and the word “and”? Give examples of the use of each operator.

Chapter 18 - Calculations

A

An ampersand concatenates strings together. The plus symbol adds numbers. The word “and” is used for specifying multiple conditions in a logical test.

For example:

  • FirstName & LastName would result in FredFlintstone when the first name was Fred and the last name was Flintstone.
  • Subtotal + Tax would return the sum of the values in the two fields
  • If ( IsEmpty (PaidFlag) and PastDue; “Unpaid”; “OK” ) will return Unpaid when the PaidFlag field is empty and the PastDue field evaluates True.
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36
Q

What formula would you use to return the value in a field called InvoiceTotal rounded to two decimal places?

Chapter 18 - Calculations

A

Round ( InvoiceTotal; 2 )

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37
Q

What formula would you use to determine the date one week from today?

Chapter 18 - Calculations

A

Get ( CurrentDate ) + 7

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38
Q

Provide an example where the Get ( SystemPlatform ) function could be useful.

Chapter 18 - Calculations

A

By knowing what platform you’re on, the FileMaker solution can take you to a platform appropriate layout or prevent you from running a process that requires functionality not available on a platform, such as entering Preview mode on iOS.

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39
Q

What would be the result of the following statement if score = 2.9?

And if score = 3.1?

And if the score was empty?

Case (
#score ≥5 ; “Excellent” ;
#score ≥4 ; “Great” ;
#score ≥3 ; “OK” ;
#“Poor”
)

Chapter 18 - Calculations

A

Poor, OK, Poor

40
Q

What steps would you take to create a Quick Chart that showed order totals by customer?

Chapter 19 - Generating Charts

A

First, find the set of orders you want to summarize (that is, from last month or last year). Next, sort the orders by customer. Finally, use the contextual menu for the order total field to create the order totals by customer.

41
Q

You have just created a Quick Chart, but the button “Save as Layout” is unavailable (grayed out). What are the possible reasons for this?

Chapter 19 - Generating Charts

A

You lack the necessary privileges: Either the privilege set you are logged in with does not allow you to create new layouts, or the chart you have generated requires new summary fields to be added to the database but your privilege set does not allow you to create new fields. (Only the Full Access privilege set can create new fields.)

42
Q

What happens if you create a chart that uses the Current Found Set as the data source, using the Summarized group of records option, and you display the chart without sorting the data?

Chapter 19 - Generating Charts

A

If the found set is not sorted, the chart will display as if you had selected the “Individual record data” option.

43
Q

Which products allow Instant Web Publishing of files?

Chapter 20 - Sharing a Solution

A

FileMaker Pro, FileMaker Pro Advanced, and FileMaker Server Advanced.

44
Q

List four benefits of hosting a file with FileMaker Server rather than with FileMaker Pro.

Chapter 20 - Sharing a Solution

A

FileMaker Server has many benefits over FileMaker Pro, including the ability to share with more people, scheduled backups, Custom Web Publishing, running server-side scripts, secure data transfer, better file security, optimized performance, and more consistent availability.

45
Q

What happens if two people attempt to modify a record at the same time?

Chapter 20 - Sharing a Solution

A

To preserve a record’s integrity, two people can’t modify the same record simultaneously. When the first person begins editing the record, it’s automatically locked. When the second person attempts to modify a locked record, he or she will be informed that another person is currently modifying the record.

46
Q

What are the two things you must do to use peer-to-peer sharing to share a file?

Chapter 20 - Sharing a Solution

A

Enable Network Sharing on the host computer and give one or more privilege sets the Access via FileMaker Network (fmapp) extended privilege.

47
Q

What is the difference between an account and a privilege set, and how are they related to one another?

Chapter 21 - Security

A

An account controls your ability to open a file, whereas a privilege set governs what you can see and do in the file. Every account is assigned a specific privilege set. Any privilege set can be used by multiple accounts.

48
Q

If you open a file using FileMaker Go and are not prompted for a username and password, what can you conclude?

Chapter 21 - Security

A

If you are not prompted for a password, you can conclude that there is a default login enabled.

49
Q

What are the implications of a privilege set having the fmreauthenticate30 extended privilege?

Chapter 21 - Security

A

Having the fmreauthenticate30 extended privilege would mean that a FileMaker Go user would not be prompted to reenter their account name and password within 30 minutes of switching to another app and then back to FileMaker Go on their device. It does not apply to FileMaker Pro users.

50
Q

With how many privilege sets may an account be associated?

Chapter 21 - Security

A

Every account, whether authenticated internally or externally, must be associated with one and only one privilege set.

51
Q

Can a FileMaker Go file locally stored on an iPad make use of external authentication?

Chapter 21 - Security

A

No. External authentication requires the file to be hosted on FileMaker Server.

52
Q

Describe two real-world use cases of a FileMaker solution.

Chapter 1 - FileMaker 12 Platform Overview

A

Berklee School of Music uses FileMaker Go on iPads to streamline recruiting for applications around the world. The Austin Convention Center replaced paper work orders with FileMaker on iPads. A Benetton Mega Store simplified inventory management and point of sales information. Additional use cases include client management, project tracking, event registrations, field research, and student information.

53
Q

What is the recommended way to share a FileMaker solution with multiple users?

Chapter 1 - FileMaker 12 Platform Overview

A

The best way to share a FileMaker database with multiple users is by hosting the file on FileMaker Server or FileMaker Server Advanced.

54
Q

Explain the software and hardware you need to design and build a FileMaker solution.

Chapter 1 - FileMaker 12 Platform Overview

A

You need FileMaker Pro or FileMaker Pro Advanced running on either Mac or Windows to design and build a FileMaker solution.

55
Q

Describe two ways to share a FileMaker solution over the web.

Chapter 1 - FileMaker 12 Platform Overview

A

A FileMaker solution could be shared over the web with Instant Web Publishing or with Custom Web Publishing.

56
Q

Describe two methods by which FileMaker Go can access a FileMaker solution.

Chapter 1 - FileMaker 12 Platform Overview

A

FileMaker Go can access FileMaker solutions that are stored locally on an iOS device, or it can access hosted solutions over Wi-Fi or a cellular network connection.

57
Q

If you need to create a solution that keeps track of customers, products, and purchase orders, which Starter Solution should you use?

Chapter 2 - Using Starter Solutions

A

The Starter Solution for Invoices works best in this situation.

58
Q

Which template would you use to build an iPad solution for a scientist who needs to collect lab notes?

Chapter 2 - Using Starter Solutions

A

Research Notes is ideal for this solution.

59
Q

What are the main differences between the Starter Solutions for Assets and Inventory?

Chapter 2 - Using Starter Solutions

A

The Assets solution tracks office assets and other depreciable items. Its fields include asset category, serial number, and purchase date. It calculates depreciation using the straight-line method. The Inventory solution tracks product inventory items, including category, value, and more.

60
Q

Describe one possible use of the Starter Solution for Content Management.

Chapter 2 - Using Starter Solutions

A

The Content Management solution tracks different media files and relevant information such as categories and status, as well as details about their revision history. It can be used for images, documents, videos, and much more.

61
Q

What are three features that make Starter Solutions so helpful to mobile development?

Chapter 2 - Using Starter Solutions

A

The solutions show a layout that’s optimized for each device, they’re built with layout features that optimize space and viewing on mobile devices, and they were designed for easy data entry with Multi-Touch gestures.

62
Q

Which Starter Solution helps track an employee’s time off?

Chapter 2 - Using Starter Solutions

A

Personnel Records

63
Q

What steps are necessary to convert an Excel workbook with three spreadsheets into a single FileMaker file with three tables?

Chapter 3 - Creating a Custom Business Solution

A

Open the Excel file in FileMaker Pro 12 and select the first spreadsheet to convert. Name and save the file. Choose Import Records from the same Excel file, select the second worksheet, and specify a new table. Repeat the Import Records process. Select the third worksheet and specify a new table.

64
Q

When you import a new worksheet into a file, why do you choose New Table as the Target?

Chapter 3 - Creating a Custom Business Solution

A

Choosing New Table in the Import Field Mapping dialog will ensure that a new table is created to store the imported worksheet data rather than import it into an existing table.

65
Q

List three common file formats that can be converted directly into a FileMaker file.

Chapter 3 - Creating a Custom Business Solution

A

Three of the most common file formats converted into FileMaker files are Excel, comma-separated values, and tab-separated values. FileMaker Pro also supports the conversion of dBASE, merge, Bento, and XML files.

66
Q

If a file format cannot be converted directly into a FileMaker file, what must you do to get the data into a FileMaker file?

Chapter 3 - Creating a Custom Business Solution

A

File formats not directly supported by FileMaker Pro have to first be converted into a supported format. It may be necessary to request that the data be supplied in a supported format.

67
Q

Where can you find database files that you can open with FileMaker Pro or FileMaker Go?

Chapter 4 - Access FileMaker Files

A

A file could be stored locally on your iOS device or hard drive, or remotely on a shared server.

68
Q

How do you open a FileMaker file stored locally on your iPad?

Chapter 4 - Access FileMaker Files

A

Open FileMaker Go. Choose a file from the Files on Device list. If you are prompted for login information, enter your account name and password.

69
Q

What are two ways to transfer files to your mobile device for use locally with FileMaker Go?

Chapter 4 - Access FileMaker Files

A

Files can be transferred to your mobile device for use with FileMaker Go in several ways:

  • Using a USB cable (through iTunes)
  • Through email
  • Using Mobile Safari for downloading (if the files are hosted on a web server)
70
Q

How would you open a FileMaker file on a remote host, using FileMaker Pro?

Chapter 4 - Access FileMaker Files

A

Open a FileMaker file on a remote host using FileMaker Pro:

a. Open FileMaker Pro on your desktop.
b. Choose Open Remote from the File menu.
c. Select a host from the Hosts window.
d. Select a file from the Available Files window. If you are prompted for login credentials, enter your account name and password.

71
Q

What should you do if you don’t see the server you want in your Local Hosts list?

Chapter 4 - Access FileMaker Files

A

Click to add a host, and enter either the server’s IP address or the domain name in the dialog.

72
Q

What four things can you infer from this status toolbar:

Chapter 5 - Viewing and Navigating a Solution

A

There are 21 total records and three in the found set. The set is unsorted, and the first record is being viewed.

73
Q

If you want to view a database like a spreadsheet, which view should you use?

Chapter 5 - Viewing and Navigating a Solution

A

The Table view shows the fields in columns and records in rows.

74
Q

If the last record in a set of ten records was re-sorted to become the first record, would its Record Number in the status toolbar be #10 or #1?

Chapter 5 - Viewing and Navigating a Solution

A

10 becomes #1. Changing the sort order or changing the found set alters a record’s position, making its Record Number different within the set.

75
Q

When you’re browsing records in FileMaker Go, how can you move to the next record?

Chapter 5 - Viewing and Navigating a Solution

A

You tap the Next and Previous buttons to move between records. An iOS swipe motion scrolls around a layout, but doesn’t move between records.

76
Q

Which mode would you use to create a new record?

Chapter 5 - Viewing and Navigating a Solution

A

Browse mode.

77
Q

What are three of the four ways that you can save, or commit, a record?

Chapter 6 - Adding & Working with Data

A

You can commit a record by changing layout, changing mode, changing record, or clicking or tapping outside all thevfields of the current record.

78
Q

How many users can modify a record at once?

Chapter 6 - Adding & Working with Data

A

One. Another user cannot modify the record until it has been committed.

79
Q

Can deleting a record be undone?

Chapter 6 - Adding & Working with Data

A

No. The only way to recover the data would be to import the record from a backup of the database.

80
Q

When would you use Quick Find?

Chapter 7 - Finding & Sorting Records

A

Use Quick Find to do a “begins with” search on all fields on the current layout, and not just on a specific field.

81
Q

Describe two ways that you can perform AND searches.

Chapter 7 - Finding & Sorting Records

A

Two ways to perform AND searches:

  • Type criteria into multiple fields in one single search request.
  • Perform a simple search, and then narrow the found set by using Constrain Found Set through the application menu or the contextual shortcut menu.
82
Q

How can you find all records with an empty fax number field?

Chapter 7 - Finding & Sorting Records

A

Use the = sign in Find mode in the fax number field.

83
Q

If you click “Unsort” in the Sort Records dialog box, what happens?

Chapter 7 - Finding & Sorting Records

A

The records lose their sorted order and revert to the “unsorted” creation order.

84
Q

What is the difference between “Save/Send Records as Excel” and “Export Records”?

Chapter 8 - Importing & Exporting Data

A

“Save/Send Records as Excel” exports the fields on the currently active layout, while “Export Records” enables you to select which fields to export.

85
Q

Why would you create a different layout when you create a PDF?

Chapter 8 - Importing & Exporting Data

A

You can design a layout optimized for saving to a PDF with a specific paper size, so that data is correctly displayed and positioned for printing.

86
Q

What are some reasons for exporting data out of FileMaker solutions?

Chapter 8 - Importing & Exporting Data

A

You can share an exported file with people who don’t have access to the FileMaker platform, as well as with other applications that might accept only certain file types, like .csv or .tab. Also, exporting data is a way for other people to manipulate the data without affecting what’s in the FileMaker solution.

87
Q

Can you import data into FileMaker Go? If so, how?

Chapter 8 - Importing & Exporting Data

A

To import into FileMaker Go, you need to use the Import Records script step, either assigned to a button or as part of a script.

88
Q

What is a database?

Chapter 9 - Structure of a FileMaker Solution

A

A database is a structured set of data that allows the user to retrieve information efficiently.

89
Q

Why might you need multiple table occurrences with the same source table?

Chapter 9 - Structure of a FileMaker Solution

A

You might need multiple table occurrences with the same source table if you need to have different relationships between the same set of tables to show the user different views of the same data.

90
Q

What is the purpose of a script?

Chapter 9 - Structure of a FileMaker Solution

A

A script can manipulate the data, automate repetitive user tasks, or navigate the user to different views of the data.

91
Q

What will happen to a layout if you delete the table occurrence it is based on? Does this delete the underlying data?

Chapter 9 - Structure of a FileMaker Solution

A

If you delete the table occurrence a layout is based on, each field on the layout will say “”. This does not delete the original table or the records in that table.

92
Q

How do you add tables and fields to a FileMaker file?

Chapter 10 - Modifying the Structure of a Solution

A

Use the Manage Database dialog to add or change tables and fields. One tab of the dialog corresponds to tables and their properties, and another corresponds to fields. On the Fields tab, you can also define the type of data that the field stores and its auto-enter or validation properties.

93
Q

Assume that the field InvoiceCode is sorted in ascending order, with the following values across five separate records:

030543
111
11120
120
2

Is this field a number field or a text field?

Chapter 10 - Modifying the Structure of a Solution

A

This number must be a text field, because it is sorted alphanumerically rather than numerically.

94
Q

How would you make a field automatically generate a serial number?

Chapter 10 - Modifying the Structure of a Solution

A

Primary key fields frequently contain serial numbers. You can enter this data automatically by checking the “Serial number” box in the Auto-Enter tab on the Field Options
dialog.

95
Q

What happens if a user tries to commit a record with no information in a field that has the “Not empty” validation rule applied? (Assume that the option “Prohibit modification of value during data entry” is unchecked.)

Chapter 10 - Modifying the Structure of a Solution

A

FileMaker Pro presents the user with an error dialog that says the field is defined to require a value.

96
Q

What happens if a user tries to edit a field that has the option “Prohibit modification of value during data entry” applied?

Chapter 10 - Modifying the Structure of a Solution

A

The user will receive an error message telling them that the action could not be performed because the field is not modifiable.