Filesoft Academy — Course 3 Lesson 5
Created by Plato · Filesoft

Completed example: Open contact action on each Follow-up Overview task row.

Requires FileMaker Pro 26 desktop, sold separately. Use a local copy, Admin and a blank password. This teaching file is not a production security template.

In the completed example choose Follow-up Overview in Browse mode, List View. Open contact navigates by the task’s linked ID to Contact Task Views. Show only related records matches the current task only. The destination toolbar counts Contacts; the portal contains tasks. All/Open portal choice remains global. Choose All and Apply view to see completed tasks. Use Tasks to return to the overview, or Show All on the contact layout to restore all contacts.

Follow the lesson and worksheet for tests. Test invalid entries and missing links only in a disposable copy. Preserve original records and keys. Save and close before backing up. Native interaction and appearance tests are performed by the owner/learner.
