Integration 1 Of 4
These are the notes for GoZync 3. Docs for the latest version of GoZync--GoZync 4--can be found here. GoZync 4 is a free upgrade and is highly recommended (hint: it's faster).
Background. Telling GoZync about your files and tables.
You may have a big mobile solution with lots of entities to sync: contacts, invoices, price lists, etc. But the record you're editing now – this "main layout" – is the main layout for one entity. Your invoices layout, for example. (Invoices is the "entity" even though it is made up of an invoices table and an invoice line items table.)
Follow all these steps for the hosted file first, then repeat these instructions for the mobile file. You'll go through each step twice: once or the hosted file, on the left side of the screen, and then once for the mobile file on the right side of the screen.
When you're done with the 4 steps here, we'll show you how to use the integration wizard in GoZyncHosted to check your work.
Step 1: Select a layout you wish to sync
GoZync will sync any fields (including related fields) on the layout. You may want to create a new layout for this. Read on to find out if you should.
Tips on selecting a layout.
In general, pick a layout that best represents your entity: in our invoices example, it would be a layout that shows on invoice in form view: your "invoices" layout, most likely.
> Here are a few other things that should be true about the layout you select. Again, you may want to duplicate your layout and strip off a few things so it better conforms to these guidelines, effectively making a layout just for GoZync to use.
Step 2: Note the table occurrence for that layout
Visit the layout you're syncing and enter layout mode to determine which table occurrence it's based on:
Make a note of this table occurrence (TO) name as we'll use it in the next step AND when we ask the integration wizard in GoZyncHosted to check your work.
Step 3: Add a table occurrence
Select File / Manage / Database in GoZyncHosted (which we'll start calling GZH) and select the relationships tab: click the "+" button in the lower right to begin adding a new table occurrence.
If this is the first table you've wired up from this file, select "Add FileMaker Data Source" from the Data Source menu and select your file (the one whose layout you were just working in). Now select your fie and select the table you made note of in 2 above. If your table has a slightly different name from the table occurrence you selected in 2 above, rename the occurrence you add to GoZyncHosted to match the name in step 2 above: these names must match.
If you had to add a FileMaker Data Source, find the file you're interested in and then select the table as described above.
When you come through here for the mobile side, do the same in GoZyncMobile: add a table occurrence to the graph with the same name as the one you selected in Mobile Step 2 above.
At this point, just add the table occurrences (Hosted and Mobile) to the relationship graphs in GZH and GoZyncMobile (GZM). We'll connect them later. For now, place them on the graph in the "Your Hosted / Mobile TOs" section, beside the contact TO already there for our example file.
Create a blank layout in GZH and GZM based on the table occurrences you just added.
You'll want to Create a blank layout in GZH and GZM based on the table occurrences you just added.
Enter layout mode in GoZyncHosted (GZH) and check out the layouts menu; you'll see folders for Under the Hood / Integration / Your layouts. Create a new blank layout in there based on the table occurrence you added in step 3.
Give this layout the same name as your table occurrence: "Invoices" in our example. Then return to the dashboard layout in browse mode.
Do the same thing in GoZyncMobile (GZM), adding a blank layout to the "Your Layouts" folder. Be sure to give this layout the same names as the new TO you added in step 3. Then return to GZM's dashboard layout in browse mode.
Check your work
Follow the integration wizard in GoZyncHosted
Add a layout record to GoZync Hosted.
Select the file you're syncing.
Next, select the layout.
Tell GoZync which Table Occurrence your layout is based on.
Move on to the next step.