Filesoft Academy — Course 3 Lesson 4
Created by Plato · Filesoft

Completed example: Contact Task Views layout with All/Open portal choice and adapted entry/completion actions.

Requires FileMaker Pro 26 desktop, sold separately. Open a local copy using Admin and a blank password. This teaching file is not a production security template. Do not enable hosting for the exercise.

Use Layout menu > Contact Task Views, Browse mode, Form View in the completed example. Choose All or Open and click Apply view. Blank means All. The toolbar counts Contacts; this portal filter does not change the task found set or delete records. The view choice is global across contacts.

New follow-up deliberately switches to All before selecting the blank entry row. Fill Task, DueDate and Status, then commit. Do not begin direct blank-row entry while Open is selected. Mark done acts on the clicked existing row, commits and refreshes; All shows the completed task again. Contact Actions and its prior scripts remain intact.

Follow the lesson and printable worksheet. Use a disposable copy for tests. Preserve the original. Save and close before backing up. Native interaction and appearance checks are performed by the learner/owner.
