Integration 1 Of 4

You may have a big mobile solution with lots of [[glossary | 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.)

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.

-> '''•''' Calc fields. GoZync ignores calc fields so you don't have to remove them. Also ignored are summary fields and globals. But, having them on your layout needlessly slows the sync down, so removing them is best.

-> Open GoZyncHosted and navigate to the dashboard. Click "Add a new layout". You'll arrive at the integration tab with the file, layout, and table occurrence all saying unknown.

->You may not have related tables--they're not supported in the free version, for instance, or you may have a flat file--but click on the "Related Tables" tab [[Integration2Of4 | to Continue to step 2 of 4]] and if GoZync sees any related tables you need to configure.

-> 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.

--> '''•''' No script triggers. The layout must be free of layout-level script triggers (things like OnRecordLoad).

--> '''•''' Calc fields. GoZync ignores calc fields so you don't have to remove them. Also ignored are summary fields and globals. But, having them on your layout needlessly slows the sync down, so removing them is best.

--> '''•''' Fields from other entities (like contacts). You may have related fields on your layout that aren't properly part of the sync (like related container fields for your interface) or that are being synced as part of their own process (like contacts). In any case, remember that any related fields included here will be synced. Thus pulling off related fields is the most common reason to create a new layout just for syncing.

--> '''•''' Layout name. If you have a lot of layouts it can get confusing as to which one you've elected to use for syncing each table, so if you make new layouts for this, consider adding "Zync" at the end of the layout name, like "Invoices Zync". This will make it easier to add fields to your sync later as you won't need to open GoZyncHosted to find out which layout's you based your sync on: the layout names will tell you.

->You may not have related tables--they're not supported in the free version, for instance, or you may have a flat file--but click on the "Related Tables" tab [[Integration2Of4 | to Continue to step 2 of 4]] and if GoZync sees any related tables you need to configure. =

-> When everything checks out, click on the "Related Tables" tab [[Integration2Of4 | to Continue to step 2 of 4]].

->You may not have related tables--they're not supported in the free version, for instance, or you may have a flat file--but visit the second tab to see if GoZync sees any related tables you need to configure. [[Integration2Of4 | Tab 2 of 4]].

-> When everything checks out, click on the "Related Tables" tab [[Integration2Of4 | to Continue]].

->You may not have related tables--they're not supported in the free version, for instance, or you may have a flat file--but visit the second tab to see if GoZync sees any related tables you need to configure. [[Integration2Of4 | Tab 2]].

->You ay not have related tables--they're not supported in the free version, for instance, or you may have a flat file, but visit the second tab to see if GoZync sees any related tables you need to configure. [[Integration2Of4 | Tab 2]].

Select File / Manage / Database in GoZyncHosted and select the relationships tab: click the "+" button in the lower right to begin adding a new table occurrence.

-> Open GoZyncHosted (which we'll start calling GZH) and navigate to the dashboard. Click "Add a new layout". You'll arrive at the integration tab with the file, layout, and table occurrence all saying unknown.

-> Over the next few screens you'll tell GoZync which file and layouts to sync.

-> Select the layout you'd like to sync: GoZync will sync any fields (including related fields) on the layout.  If you don't see your layout in the list, click "Scan Layouts" again, or just re-select your file from the previous step.

-> Select that table occurrence (TO) from the list in step 2. Note that we actually can't validate this for you, so double check to make sure you're right.

-> At this point, if everything looks good you'll see a green check mark beside each task and the main tab above, "Setup: Main Layout," will have one beside it as well.

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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.

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Open a new Window of GoZyncHosted (GZH) and check out the layouts; 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 close this new window.

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. Close the new window in GZM and return to browse mode.

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.

--> '''•''' Calc fields. GoZync ignores calc fields so you don't have to remove them. Also ignored are summary fields and globals.

--> '''•''' Fields from other entities (like contacts). You may have related fields on your layout that aren't properly part of the sync (like related container fields for your interface) or that are being synced as part of their own process (like contacts). In any case, remember that any related fields included here will be synced. Thus pulling off related fields is the most common reason to create a layout just for syncing.

If this is the first table you've wired up from this file, select "Add FileMaker Data Source" from the  Data Source menu. Otherwise, select the table you selected in 3 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 [[what matches | must match]].

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. Again, if you don't see your layout in the list, click "Scan Layouts" again, or just re-select your file from the previous step.

-> Select the layout you'd like to sync: GoZync will sync any fields (including related fields) on the layout. You may want to create a layout for this, read on to find out if you should.

GoZync will sync any fields (including related fields) on the layout. You may want to create a layout for this, read on to find out if you should.

-> 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. Again, if you don't see your layout in the list, click "Scan Layouts" again, or just re-select your file from the previous step.

!! Step 3: Add a table occurrence [[#ADDTO]]

'''Edit The Relationships in GoZyncHosted.'''

-> Select File / Manage / Database 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. Otherwise, select the table you selected in 3 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 [[what matches | 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.

-> Note. The green checkboxes in this section probably won't just light up when you're done: click "Scan Layouts" at any time to check your work.

-> Open a new Window of GoZyncHosted (GZH) and check out the layouts; 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 close this new window.

-> 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. Close the new window in GZM and return to browse mode.

!! Step 1: Select a layout [[#LayoutName]]

!! Step 2: Grab the table occurrence for that layout [[#TO]]

'''Tell GoZync which Table Occurrence your layout is 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

!! Step 1: Select a layout [[#LayoutName]]

'''Select the file you're syncing.'''

-> If you don't see your file listed, make sure it's open and the click the "scan layouts" button toward the bottom center of the screen. That will get the file to show up in the file list.

'''Next, select the layout.'''

-> Select the layout you'd like to sync: GoZync will sync any fields (including related fields) on the layout. You may want to create a layout for this, read on to find out if you should.

!! Step 2: Grab the table occurrence for that layout [[#TO]]

'''Tell GoZync which Table Occurrence your layout is based on .'''

-> Select the layout you're syncing and enter layout mode to determine which table occurrence it's based on:

--> No script triggers. The layout must be free of layout-level script triggers (things like OnRecordLoad).

--> Calc fields. GoZync ignores calc fields so you don't have to remove them. Also ignored are summary fields and globals.

--> Fields from other entities (like contacts). You may have related fields on your layout that aren't properly part of the sync (like related container fields for your interface) or that are being synced as part of their own process (like contacts). In any case, remember that any related fields included here will be synced. Thus pulling off related fields is the most common reason to create a layout just for syncing.

-> Calc fields. GoZync ignores calc fields so you don't have to remove them.

-> Fields from other entities (like contacts). You may have related fields on your layout that aren't properly part of the sync (like related container fields for your interface) or that are being synced as part of their own process (like contacts). In any case, remember that any related fields included here will be synced. Thus pulling off related fields is the most common reason to create a layout just for syncing.

-> If this is the first table you've wired up from this file, select "Add FileMaker Data Source" from the  Data Source menu. Otherwise, select the table you selected in 3 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.

-> When you come through here for then 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.

-> If everything looks good you'll see a green check mark beside each task and the main tab above, "Setup: Main Layout" will have one beside it as well.

-> If any items don't have a check beside them, revisit those instructions above and see if perhaps you named something incorrectly. You'll need these all to be checked off before you can proceed successfully.

-> Calc fields?

-> Fields from other entities (contacts)

You may have a big mobile solution with lots of entities to sync: contacts, invoices, price lists, etc. But this 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. So 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.

-> No script triggers

[[#TO]] Step 2: Grab the table occurrence for that layout

[[#ADDTO]] Step 3: Add a table occurrence

[[#BlankLayout]] Step 4: Create a blank layout

[[#LayoutName]] !! Step 1: Select a layout

[[#Scan]] Step 5: Scan and Validate the Layout

[[#LayoutName]] !!Step 1: Select a layout

-> Select

-> 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.

You may have a big mobile solution with lots of entities to sync: contacts, invoices, price lists, etc. But this record you're editing now--this "main layout"--is the main layout for one

Hi there

[[#LayoutName]] Step 1: Select a layout