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Filemaker Time Registration for Freelancers

A complete beginners course to learn the basics of Filemaker and some cool extra tricks while creating a real solution.
Instructor:
Guy Stevens
376 students enrolled
English [Auto-generated]
Build their own Filemaker solution to manage time spent on various job for various clients.
Create basic filemaker tables, fields and relationships.
Make beautiful and practical Filemaker layouts and add all kinds of fun features.

In this course you will learn how to make a Filemaker database system that can be used to register time spent on jobs. This is specifically meant for freelancers and people who work for multiple clients or employers.

In this case it will be a time registration database where you store your time spent, miles traveled and extra expenses for each job you do.

We will be storing employers and contacts and entering job details.

This is a course for people who own a small business and can’t afford to buy expensive software packages to manage their administration. For people who don’t want to spend hours each week doing boring, monotonous paperwork that can be automated and be made easy, fun and professional looking.

I included the Filemaker file in the course for download so you can easily look at my file if you get lost somewhere or if there is something you want to look at more closely in detail.

At the end of this course you will be able to start your own FIlemaker projects and build them exactly the way you want them so they work for your company and not the other way around.

Introduction

1
Introduction and Filemaker Files

We will have a look at the final file we are going to make. I will explain where you can download the Filemaker File. And pay attention to the remark on the language of calculated name fields, like month names, if you are going to use the downloaded file.

The Basics

1
Employers Table

Here we will create the first table and fill it with fields to set up our first layout and enter some data.

2
Employers Layout

To be able to enter data we will need to make a nice looking layout for data entry.

3
Menu

With a menu we can easily navigate through our solution.

4
Employers List View

To get a better overview of our employers we can make a list view so we can see them all.

5
Extra fancy things on the employer's layout

We could add buttons and other items to make certain tasks a little easier.

6
Contact table and layout

We want to put our contacts in a separate table. This way we can store their data separately.

7
Contacts list view and menu button

Let's create the list view for the clients and give them a menu button so we can get to our new layout.

8
Create new contacts from the employers layout

It's not handy to have to change layouts a lot. So let's make it easy on ourselves.

Jobs

1
Jobs table and layout

Let's figure out what fields we are going to need to enter our jobs.

2
More fields on Jobs Layout

We have a few more fields to add to the jobs layout.

3
Job Details table

Let's create the table we are going to use to enter the details of each job.

4
Job Details Portal

The Job details part needs to be displayed inside a portal on the Jobs layout.

5
Print Layout

Let's make a layout that is used to print the job details. This will look a little different from an on screen display.

6
Print Script

We will need a script that performs all the steps that need to be performed in order to actually print this page smoothly.

7
Pdf Script

Making a Pdf and dispalying that is usually a handier way to preview your print layout.

8
Email the Pdf

Let's figure out how to attach the pdf to an email.

Travel and Expenses

1
Job Details Relationship Structure

In order to keep all of the different Job Details in one table we will need to create a funky structure.

2
Travel Portal

Let's add the new fields for the travel section to the JobDetails table.

3
Expenses Portal

To add the expenses we will need one more extra field.

More additions, tweaks and handy functions

1
Gross and Nett amounts

There is a difference between the money you bill and the money you will eventually take home.

2
Reverse Travel

If we drive one way, we usually also drive back. Entering that manually is boring. Let's not do boring!

3
Frequently used travel locations

If there are routes we often use we might want to store them. That way we can more easily add them to our travel list.

4
Jobs List

To get an overview of all the jobs we do we might want to put them in a list view that has some extra features.

5
Job List Sub Summary Fields by Year and Month

Now let's group our jobs by year and by Month. That way we can see separate totals.

6
Automated finds in the Jobs List

We can use scripts to automatically find certain types of jobs in our list.

7
Fixing our Print layout
8
Fixing two potential problems with our dates.

There are two potential problems with our dates. Let's make our system as solid as possible.

Extra's

1
Security

This file contains a lot of personal info. We will want to keep it all safe.

2
Income Graph Basics

A graph gives you the ability to display your income in a more visual manner.

3
Income Graph based on Jobs List

We can base our graph on our Jobs list so we can easily move back and forth between our list and our graph.

4
Printing this graph

Looking at this graph on the screen is fine. But sometimes it is handier to have a printed out version.

5
Sorting improvements

Our list and our graph are better when they are not sorted in the same way. Let's change their sort order.

6
Graph per Quarter

We have made a graph per month. But maybe for some people it is more interesting to have a graph per quarter.

7
Restricting the quarters in the graph

If our graph has too many quarters in it, we could restrict the date range we want to display.

8
A new kind of graph

Let's learn more about graphs by making a different kind of graph.

9
A new kind of report

A report doesn't need to contain a graph. Let's learn a trick with sub summary parts and sorting to get the list of top employers.

10
Jobs listed per Employer on the employer layout

It can be handy to get an overview of all the jobs of a particular employer on his own layout. Complete with a link to the job itself.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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