FM BetterForms
BF Editorfmbetterforms.com
master
master
  • Introduction
  • 🏆Features
  • Getting Started
    • Welcome to FM BetterForms!
    • System Overview
    • Quick Tour of the BetterForms IDE
    • Phase 1: Setting Up Your Foundation
      • 1.1 Configure FileMaker Server
      • 1.2 Install BetterForms Helper File
      • 1.3 Add Your Server to BetterForms (IDE)
    • Phase 2: Building Your First Application
      • 2.1 Create an App (Site) in the IDE
      • 2.2 Create Your First Page (Intro to Page Builder)
      • 2.3 Understanding & Managing Environments (IDE)
      • 2.4 Adding Elements to Your Page
      • 2.5 Understanding Validation
      • 2.6 Adding Actions to Your Page
      • 2.7 Creating Your First List View
      • 2.8 Understanding Page Data Flow
      • 2.9 Creating Your First Hook
      • 2.10 Working with Data Tables (Coming Soon)
    • Phase 3: Understanding Core BetterForms Concepts
      • 3.1 Introduction to Hooks (and where to find them in the IDE)
      • 3.2 Running Your First Hook (Practical Example)
      • 3.3 Introduction to Actions & Action Scripts (IDE Context)
      • 3.4 Understanding the Data Model (and Page Data Model UI)
    • Phase 4: Common Customizations & Expanding Your App
      • 4.1 Adding & Configuring Buttons (Page Builder)
      • 4.2 Implementing Page Navigation (Actions & Site Navigation UI)
      • 4.3 Displaying Data in Tables (Page Builder & Element Config)
      • 4.4 Basic App Styling (Site Styling UI)
    • Phase 5: Mastering the BetterForms Environment & Advancing Your Skills
      • 5.1 Understanding & Managing Environments (In-Depth)
      • 5.2 Deep Dive: Page Configuration & Settings
        • Navigating the Page Builder Interface
        • Working with Page-Level Action Scripts
        • Configuring the Page Data Model
        • Page Integration Settings Explained
        • Managing Page Info & Other Settings
      • 5.3 Working with Global Scripts
      • 5.4 Managing App (Site) Settings & Navigation
      • 5.5 Exploring Further: What to Learn Next
    • Support & Resources
      • Getting Help
      • Learning JSON
  • Reference
    • Site Settings
      • Navigation
      • App Model
      • DOM Header Insertions
      • Global Named Actions
      • Site Structure
      • Slots / Code Injection
    • Page Settings
      • Data Model
      • Card / Window Modals
      • Validation
        • Custom Validators
      • Misc Page Settings
    • Page Elements
      • Copy of Site Structure
      • BetterForms Elements
        • Checkbox
        • Checklist
        • Cleave.js Input Masking
        • DateTime Picker
        • Google Address Autocomplete
        • Image Display Element
        • Input
        • Masked Input
        • Range Slider (noUiSlider)
        • Radios
        • Select
        • Advanced Select (selectEx)
        • TextArea
      • Common
        • Input
        • Button
        • Data Table
        • HTML
      • Grouping Elements
        • Tabs
        • Panel
        • accordion
        • accordion2
        • listrows
      • Uploading Files
        • dropzone
        • dropzone to S3
        • uploadCare
        • 🏗️Uppy File Upload Widget Integration with AWS S3
      • Misc Elements
        • Plain Text / Code Editor
        • signature
        • fullCalendar
        • rangeSlider
      • Payment Gateways
        • Authorize.net
        • PayPal
        • Stripe
      • Adding Custom Page Elements
    • Actions Processor
      • Named Actions (Action Scripts)
      • Actions
        • runUtilityHook
        • path
        • debounce
        • throttle
        • showAlert
        • showModal / hideModal
        • function
        • clipboard
        • cookie
        • setFocus
        • scrollTo
        • wait
        • emit
        • validate
        • channelJoinAnon
        • channelLeaveAnon
        • messageSend
        • messageSendAnonChannel
        • consoleError
        • showStripeCheckout
      • Authentication Actions
    • Script Hooks
      • Globals Variables
        • $$BF_Model
        • $$BF_App
        • $$BF_State
      • Keeping Keys Private
      • Reducing Payload Size
      • API Callback Endpoint
      • Common Hooks
      • Scoped Hooks
    • Users & Authentication
      • Managing User Accounts
      • Custom Login Pages
      • OAuth
    • Advanced Configuration
      • Custom Domains
    • BF Utility Functions
      • Example Usage
        • BF.i18n()
    • BF Error Codes
    • Messaging
      • Adding users to channels
      • Removing users from channels
      • Sending messages
      • Get connected users
      • Get active channels
    • Practices for File Downloads
    • BF Streaming Proxy
    • Updating the Helper File
    • Connection Trouble Shooting Guide
    • Software Testing Overview
    • JavaScript Libraries
    • FM BetterForms - Quality Assurance
    • Rollbacks and Version Control
    • BF Server Proxy
    • Setting up Auth0
    • Create an S3 Bucket on AWS
    • ApexCharts - Getting started
    • BF Enterprise Documentation
    • BetterForms Error Pages API
    • BF Streaming API
    • Creating a PWA
  • Usage Tips
    • Troubleshooting
      • Debugging
      • Frozen Actions Queue
      • Vue Variables
    • JavaScript Tips
      • Calling Named Actions from HTML Vue Events
      • Calculations
    • Hacking a Webpage
    • System Overview
    • Forms Processor
      • Form Types
      • HTML & VueJS
      • Styling and Design
    • Customizing and Styling
      • Custom CSS
      • Custom Components
        • Components Editor
        • Component Best Practices
      • Page Pre-loaders
      • Favicon
    • Design Patterns and Best Practices
      • Working with environments
      • Handling Data
      • Saving Data
      • Data Optimization
      • Business Logic
      • UI / UX
      • Debugging
      • Script Engine Optimization
    • Getting Started
    • Installation
  • Security
    • Authentication
    • Security White Paper
    • Firewalls
    • Technology Stack
  • Compatibility
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  • Installation Overview
  • Requirements
  • Installation

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  1. Usage Tips

Installation

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Last updated 7 months ago

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Installation Overview

FM BetterForms is a cloud based SAAS platform and requires minimal installation. There is a small FileMaker file BetterForms_Helper that is used for assisting developers. This file resides on your FileMaker server.

Requirements

  • V16+ FileMaker Server with CWP and XML enabled, V17+ (preferred) for data API Support and auto routing scripts.

  • CPU powerful enough to handle all script requests, typically your existing FMS box is more then adequate.

  • Fast connection to your FMS box, data-center recommended.

  • Base Elements Plugin for integration only.

Installation

1. Configure and upload the Helper file, Upload and configure FMS

Prior to uploading the Helper File () You will need to do a bit of setup.

  1. Change default user and pass from admin / admin to your choice. This password is used in this file only and is just for your access.

  2. Change the password only for the user account ‘BetterForms’ to a unique one that will be used to access the file by the FMBF servers. Note these credentials will be needed in any file that FM BetterForms interacts with.

  3. Add a BetterForms user credential to your destination legacy FileMaker File. This must have the same credentials as the Helper File above. Make sure to enable data entry only and XML privs.

  4. Upload the file to a V16+ FMS.

  5. Enable the XML Custom Web publishing gateway, If your server is V17 this will have to be done from the command line. This is a good reference: on how to enable the XML gateway.

2. Create server connection in the BetterForms IDE and test connection.

  1. Log into the BetterForms IDE web app and select the servers page.

  2. Create a new server connection with the IP or domain name used to access the server.

  3. Follow the instructions to test the connection.

If you have filter databases on in the FMS Admin panel, you will not see the files available you will see:

{"messages":[{"code":"9","message":"Insufficient privileges"}],"response":{}}` 

instead of the files hosted.

3. Install custom functions

  1. From the helper file, navigate to the integration tab and select step 1. This will copy the custom functions to your clipboard.

  2. Paste these custom functions into your business application file.

4. Install scaffold scripts for common and 1st scoped hookset.

  1. From the helper file integration tab, select 'Create Scaffold Hook set' and paste these folders and scripts into your business application. Note you do not need to create a folder for this as they are already contained within a folder. Please make sure you understand the names you give common and scoped hook sets.

For this step common and scoped hooks to properly understand the differences.

For this step common and scoped hooks to properly understand the differences.

Read more on the helper file here
Download the helper file here ...
http://docs.360works.com/index.php/Enable_XML_FileMaker_17
please review the section on
please review the section on