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Creating workflows for FileMaker Pro assets

  • May 31, 2023 12:27
  • Updated

Let Oomnitza be your single source of truth!

You'll get complete visibility of your assets as data from FileMaker Pro is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and FileMaker Pro in minutes

You'll get visibility of your FileMaker Pro databases by creating configurable workflows to automate tasks such as:

  • Performing operations on databases
  • Deleting databases
  • Scheduling database tasks such as backups

Let Oomnitza be your single source of truth!

You'll get visibility of your devices as data from FileMaker Pro is automatically transformed into consumable information and actionable insights.

small_blue_link.svgBefore you start

small_blue_link.svgCreating workflows

Create asset workflows

FileMaker Pro Perform Operation For All Databases

FileMaker Pro Perform Operation For A Database

FileMaker Pro Delete Database

FileMaker Pro Duplicate Schedule

FileMaker Pro Create Script Schedule

FileMaker Pro Create Message Schedule

FileMaker Pro Delete Schedule

Before you start

Before you can create the user integration with Oomnitza, you need to have completed the following

We recommend that you also create the extended integration for FileMaker Pro assets. You can use the information retrieved in these integrations to trigger workflows that can perform database operations.

Creating workflows

Create asset workflows

To create an asset workflow, you must complete these steps:  

  1. Click Configuration > Workflows.
  2. Click Add (+) and select Assets.
  3. Enter the name and description of the workflow.
  4. Drag and drop the API block onto the Sandbox.
  5. Click Edit on the API block and enter FileMaker Pro in the search field. 
  6. Select a preset:
  7. To choose a preset, click the forward arrow (>).
  8. Select the credentials that you created in Adding your FileMaker Pro credentials to Oomnitza.
  9. Your Server should be derived from the global variable you created in Adding your FileMaker Server as a global variable.
  10. Configure the API Block following the preset instructions below, and save your changes.
  11. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to New you can trigger a workflow every time a new asset is created. Refer to Using the Begin block.
  12. Connect the Blocks. 
  13. Save, validate, and activate your workflow.

Using the FileMaker Pro Perform Operation For All Databases preset

This FileMaker Pro Perform Operation For All Databases preset performs a single operation on all FileMaker Pro databases. When you select this preset you need to supply the database status. This can be CLOSED, PAUSED, OPEN, etc.

You can configure the message payload by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Body tab. You can review or update the status that you entered. 
  3. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response, as per the example below. You can then parse the JSON response values to custom Oomnitza fields.

sap_response.PNG

Using the FileMaker Pro Perform Operation For A Database preset 

The FileMaker Pro Perform Operation For A Database preset enables you to update the status on a single FileMaker Pro database, using the database ID. When you select this preset you need to supply the database status. This can be CLOSED, PAUSED, OPEN, etc. You can supply the database ID by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Information tab. You will notice that the FileMaker Database ID is referenced in the property {{claris_database_id}}.Follow the mapping steps in Creating custom mappings so that this property exists in Oomnitza and is populated with information before you run this workflow.  
  3. Select the Response tab. You can map the message response as per the example in the FileMaker Pro Perform Operation For All Databases preset.

Using the FileMaker Pro Delete Database preset

This FileMaker Pro Delete Database preset deletes a database, using the database ID. You can configure this preset in Advanced Mode by following the steps in the FileMaker Pro Perform Operation For A Database preset. 

Using the FileMaker Pro Duplicate Schedule preset

This FileMaker Pro Duplicate Schedule preset duplicates an existing schedule script, using the Schedule ID. When you select this preset you need to supply the Schedule ID. Go to Advanced Mode > Response to configure the message response as per the example in the FileMaker Pro Perform Operation For All Databases preset.

Using the FileMaker Pro Create Script Schedule preset

This FileMaker Pro Create Script Schedule preset creates a scheduled script. When you select this preset, you need to supply the following details. This information can be entered in Basic Mode or in the Advanced Mode>Body tab.

    "filemakerScriptType": {
        "resource": "file:Contacts.fmp12",
        "fmScriptName": "scd",
        "fmScriptParam": "Script param here",
        "fmScriptAccount": "bruderdog",
        "fmScriptPassword": "Bruder13",
        "timeout": 10
    },

Go to Advanced Mode > Response to configure the message response as per the example in the FileMaker Pro Perform Operation For All Databases preset.

Using the FileMaker Pro Create Message Schedule preset

This FileMaker Pro Create Message preset creates a message schedule. When you select this preset, you need to supply the following details. This information can be entered in Basic Mode or in the Advanced Mode>Body tab.

    
 	"name": "MessageSchedule",
	"messageType": {
        "resourceType": "DB_IN_FOLDER",
        "messageText": "Server will be shut down in 15 minutes. Please save your work and proceed to logout."
    },

Go to Advanced Mode > Response to configure the message response as per the example in the FileMaker Pro Perform Operation For All Databases preset.

Using the FileMaker Pro Delete Schedule preset

This FileMaker Pro Delete Schedule preset deletes a schedule, using the Schedule ID. You can configure the message payload by selecting Advanced Mode.

  1. In the API block window, click the Advanced Mode button located in the upper right of the window.
  2. Select the Information tab. You will notice that the Schedule ID is referenced in the property {{claris_schedule_id}} which should be populated with information before you run this workflow. Alternatively, you can replace the values in the curly braces with the actual Schedule ID.
  3. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response.

articles_icon.svg Reference articles for workflows

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