Hotel Information

Class will be hosted at the Grand American Hotel in Salt Lake City. Please contact reservations to book your room and mention the TradeSchool Training course.

The Grand American Hotel
555 South Main Street
Sal Lake City, UT 84111

Day 1

• Overview
  • TradeSchool Modules    (Description and usage explanation of the 7 modules)
  • New TradeSchool Features    (Description and demonstration of new features recently added to the TradeSchool database)
  • New Web Services Features    (Description and demonstration of new features recently added to the Web Services)
  • Support and Documentation    (Overview of support resources, including Videos, TradeSchool Help Documentation, FileMaker Books and Training)
  • Introduction: TradeSchool Platform    (Components of the TradeSchool platform and their specific functions: Server, Pro, Web Services, Maintenance and Support, Version History)
  • Reporting    (Working with Built-In reports)
• Navigation
  • Rolodex    (Found Set and Browsing records)
  • Views    (Form and List)
  • Portals    (On Click drilling down)
  • Jumping    (Moving between modules to reveal related records)
  • FileMaker Modes    (Browse, Find, Preview, Layout)
• Settings
  • General Settings    (Users, Training, Contractor and Reporting)
  • Application    (Description of application module settings)
  • Apprentice    (Description of apprentice module settings)
  • Sales    (Description of sales modules settings)
  • Web Services    (Description of Web Services settings)
• Finding Records
  • Find Mode    (Find mode, Quick Find, Find Matching Records)
  • Multiple Fields    (Logical AND)
  • Searching Portals    (Any ROW matching ALL columns [portal fields])
  • Sorting Records    (Sort Dialog, Quick Sorting)
  • Saving Finds    (Saving, Naming, Editing and loosing (with updates) saved finds)
  • Omitting Records    (Manual Omit, Finding Omitted (swapping), Omit option in Find Requests)
• Advanced Find Topics
  • Find Requests    (Working with multiple find requests and their order of operation)
  • Constraining    (Constraining Found Sets)
  • Extending    (Extending Found Sets)
  • Searching in Built-In reports    (Browsing, Finding and Sorting within Built-In reports)

Day 2

• Review
  • Find Requests, Omitting, Saving    (Review of basic and advanced Find topics)
• Intro Custom Reports
  • Creating Reports    (Layout names and Table context)
  • Working with Views    (Form, List and Table)
  • Working with Layout Parts    (Header, Body, Summary, Title(s) and Footer)
  • Working with Fields    (Field tool(s), Field Picker, Field formatting, Text tool and Labels)
• Custom Report Tools
  • Layout Tools    (Lines, Objects, Web Viewers, Tabs, Tabs with Sliders)
  • Portals    (Relationships and Portal Settings)
  • Buttons    (Button Actions and Popovers)
• Web Services
  • Member Access    (Logging in, resetting passwords, creating accounts)
  • My Accounts    (Demographics, Certification, CEU History and Certificates, Web Invoices, Resume Builder)
  • Apprentice    (Office message, Overview, Employment, Hours, Classes)
  • Monthly OJT Hours    (View Only, Submitting with or without supervisor, Online Evaluations)
  • Instructor    (Access Controls and Defaults)
  • Online Applications    (Enabling, Payments, Access, Time limits, Windows, Creation Steps, Completion Steps, Printing)
• Correspondence
  • Letters    (Templates, Merge Fields, Full Window, Preview, Posting to History, Headers)
  • Labels    (Formatting and Printing)
  • Emails    (Batch Emails, Fields, Formatting, Monitoring)

Day 3

• Review
  • Review of Day 2 Topics    (Creating Custom Reports, Web Services, Corresopndence)
• Advanced Custom Reports
  • Conditional Formating    (Conditions, Format Options, Order of Operation)
  • Conditional Hiding    (New hiding feature in FileMaker Pro 13)
  • Sub Summary Reports    (Summary parts, nested summaries, aggregate totals)
  • Introduction to Scripts    (Script Manager, Script Steps, onLayoutLoad script trigger)
  • Exporting and Window Management    (Scripted exports and file paths, zoom and preview window)
  • Introduction to Graphing    (Pie charts, Bar graphs)
  • Introduction to Custom Report Formulas    (Building your own custom formulas, displaying the result field in a report)