Creating workflows for Filemaker Pro users

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

• • Workflows for sending messages to clients
  • Workflows for deleting clients

Contents

1. Before you start
2. Creating workflows
3. Create user workflows
   1. FileMaker Pro Send Message To Client
   2. FileMaker Pro Delete Client

Before you start

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

• Added your Filemaker Pro credentials to Oomnitza
• Set your Filemaker Pro subdomain as a global variable

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add and select Users from the Objects list.
3. Drag and drop the API block onto the Sandbox.
4. Click Edit on the API block and enter FileMaker Pro in the search field. 
5. Select from the following presets:
   1. FileMaker Pro Send Message To Client
   2. FileMaker Pro Delete Client
6. To choose a preset, click the forward arrow (>).
7. Select the credentials that you created in Adding your FileMaker Pro credentials to Oomnitza.
8. Your Server should be derived from the global variable you created in Adding your FileMaker Server as a global variable.
9. Configure the API Block following the preset instructions below, and save your changes.
10. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block. 
11. Connect the Blocks. 
12. Save, validate, and activate your workflow.

Using the FileMaker Pro Send Message To Client preset

The FileMaker Pro Send Message To Client preset sends a message to a FileMaker client, using the Client ID. When you select this preset you need to supply the message text. 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 Client ID is referenced in the property {{claris_client_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 Client 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, as per the example below.

Using the FileMaker Pro Delete Client preset

The FileMaker Pro Delete Client preset deletes a FileMaker client, using the Client ID. You can configure the message payload by following the steps in FileMaker Pro Send Message To Client preset.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block