DB Services › Blog › Downloading Claris Studio Form Submissions as Leads in FileMaker Pro

By Grant Gonzalez
Posted on February 2nd, 2024 in Claris FileMaker , Free Downloads

Downloading Claris Studio Form Submissions as Leads

in FileMaker Pro
In the modern business landscape, web and data management applications have become increasingly
valuable. With FileMaker 20.2+ and Claris Studio, it has become even easier to use both! With FileMaker
20.2+, you can effortlessly incorporate data gathered from Claris Studio web forms into your application.
This article provides a practical overview of the capabilities of integrating Claris Studio in FileMaker Pro.
Additionally, you'll find a step-by-step guide to implementing this integration to benefit your business.
Explore the seamless convergence of web technology and data management for enhanced business
efficiency.

What is Claris Studio?

Claris Studio is a web-based platform from Claris that makes it easy to gather, analyze, and manage your
data online. It comes with custom forms, dashboards, and many other no-code views. We have an article
that gives an in-depth explanation of what Claris Studio is and its capabilities. Check it out if you want to
learn more.

Using Claris Studio with FileMaker Pro

One of the most exciting features of Claris Studio and FileMaker Pro 20.2+ is the two-way
communication between the platforms. This means you can capture web data by using Claris Studio
forms and incorporate that data directly into your FileMaker Pro application. Any Claris Studio data
modified in FileMaker Pro will be reflected in Claris Studio, and any data modified in Claris Studio will be
reflected in FileMaker Pro.

Before you can start working with Claris Studio Data in FileMaker Pro, you'll need a Claris ID, and you'll
need to create a Claris Studio team. Once you have those set up, you're ready to start developing in
Claris Studio and FileMaker!

Working with Claris Studio Data in FileMaker Pro

There are many ways you can use Claris Studio and FileMaker Pro together, but for this example, I will be
creating a "lead" form on Claris Studio that can be used to gather new business leads on the web. Then I
will show you how to connect Claris Studio to FileMaker Pro.

Creating Claris Studio Views

The first step for integrating Claris Studio into FileMaker Pro is to create some views in Claris Studio. You
can start by creating a spreadsheet view, which serves as the backbone for other views in Claris Studio
and is essentially equivalent to a table in FileMaker Pro. Click on the "Add New Views" button under the
hub where you want your data to live.
You'll see a new pop-up window that will show you a list of options for which views you can create. We'll
be choosing a spreadsheet view.

Next, we need to name our view. There is an option called "Data for View" where you can select another
view, and your new view will inherit the data from that view. Since we are creating a new spreadsheet
and don't have any data yet, we'll select "Create New," then we'll click "Create" at the bottom.
We've got ourselves a new view now, but it doesn't have any data yet. The next step is to add some fields
so we can begin gathering our data. You may add whatever fields you see fit, as the fields required are
use-case specific.

If you want to learn more about Claris Studio spreadsheets, you can go here for an in-depth look at all the
options available. Now let's create the form we'll publish to the web. We'll need to start by repeating the
process of creating a new view (reference above if needed), but this time, instead of choosing a
spreadsheet view, we'll choose a "Form" view.

On the next page, we'll name our form. But this time, for the "Data for View" option, we'll select our
spreadsheet and then click "Create."
Once your form is created, you'll be presented with two pages right off the bat: the "Start Page" and the
"Confirmation Page." We'll begin with the "Start Page." Since Claris Studio is a no-code platform, to
customize how our page looks, we can simply drag and drop our fields where we want them. After
adjusting how the page looks, here's what our final start page looks like.
The next page in the workflow is the confirmation page, which will let your users know that they have
submitted their form successfully. In order to view your form and submit data as users would, you can
click on the open and submit data button (circled in red in the image below). The last step is to publish
your form to the web so users can begin submitting data. You can do this by first clicking on the "share"
button (circled in green in the image below) to pull up the "Public Sharing" window.

You will then want to enable the sharing link so your form can be viewed by the public, copy and save the
link, and then click done.
We have created a Claris Studio spreadsheet to house our data and a form to collect our data, and we
have shared the form to the web. Users can now visit that link, fill out the form, and submit the data to
Claris Studio. The next step is to connect Claris Studio to FileMaker Pro.

Connecting Claris Studio to FileMaker Pro

Connecting Claris Studio to FileMaker Pro is a fairly straightforward process and should only take you a
few minutes to do. There are a couple of necessary steps you must take before you can add Claris Studio
data to your application. First, you must be running FileMaker Pro on version 20.2 or later in order to
connect to Claris Studio. Next, you'll want to ensure you are signed in on FileMaker Pro using your Claris
ID.

Once you complete both steps, you can open your application where you want to use Claris Studio data.
Continuing from where we left off with our "lead" example, we will first open the relationship graph in
FileMaker Pro. Then, we will add a new table to our graph.
In the "Specify Table" dialog window, we'll click on "Data Source," and then click on the team name we
created in Claris Studio.
From here, we can select the Claris Studio spreadsheet we created and then click "OK." This will create a
shadow table in FileMaker Pro, and the fields in this table will reflect those in Claris Studio. It's as simple
as that! Once you have your shadow table in FileMaker Pro, you can create the necessary relationships
and scripts based on your needs. You'll want to make sure the necessary fields from Claris Studio are on a
layout that is based on your Claris Studio table context. The layout should look similar to the image
below.
Something you might notice is that there is a "Record ID" field in our shadow table that we didn't add in
Claris Studio. When you create a new spreadsheet in Claris Studio, it will automatically add this field for
you and it serves as the primary key for that table.

I have also added a named portal (in this example, "PORTAL:ContactMethods") on this layout that is
based on my relationship from our Claris Studio table to my "CONTACT_METHOD" table. You may not
need this for your specific use case, and typically this is not necessary as we would create our contact
methods through a transactional relationship. But since Claris Studio does not support global fields, it is
necessary in this case.

Once our layout and relationships are set up, we can create our script for pulling our data from Claris
Studio and putting it into FileMaker Pro. The tables, relationships, and scripts that you'll want to use to
download your data from Claris Studio into FileMaker Pro are highly dependent on your specific use
case.
We have included a sample file that you can download at the bottom of this article that includes a link to
the form we have built in Claris Studio, as well as the necessary tables, relationships, and source code for
downloading that data into FileMaker Pro. You can use this as a reference for building your own custom
integration of Claris Studio and FileMaker Pro.

Conclusion
Claris Studio stands out as a dynamic tool, offering impressive capabilities that can transform your
FileMaker Pro application. By seamlessly integrating Claris Studio, not only does data gathering become
a breeze, but its intuitive interface and no-code functionalities elevate your business efficiency to new
heights. Explore the possibilities of enhancing your FileMaker Pro application with Claris Studio, and if
you're looking you guidance or support in this journey, feel free to contact us at DB Services. We're here
to turn your vision into a reality!

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“ Contact us to discuss upgrading your Claris FileMaker software.

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