Filesoft Academy — Course 3 Lesson 6
Created by Plato · Filesoft

Starting file: latest saved, closed Lesson 5 example with owner auto-sizing corrections.

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.

Use Layout menu > Contact Task Views, Browse mode, Form View. Choose All and Apply view to reveal Done tasks. Mark open changes only the clicked existing task Status to Open, commits with validation, and refreshes the portal. A blank row must show a message without creating a task. Reopening an Open task leaves it Open. Task text, due dates, IDs and unrelated records must remain unchanged.

Use Tasks then Open tasks to run a fresh search. Choose the intended task found set before opening Report. Exit Preview and use Back to Tasks to return. The contact portal’s All/Open choice does not select report records.

Use a disposable copy for practice and invalid-entry tests. A failed commit can leave edits pending; correct and commit or discard the test copy. Preserve your original and save/close before backing up. Follow the lesson and printable worksheet for the complete workflow. Native interaction/appearance checks and screenshots are performed by the owner.
