What's new in Claris Studio

Claris Studio 101

• To help new users get more familiar with the basic concepts of Claris Studio and how they compare to similar concepts in FileMaker Pro, we've added the Übersicht über Claris Studio topic.

Display related data on a form

• In form views, you can now use a calculation to display related data from the table specified by the options list in a drop-down field in the current view. The pattern to use in a calculation is:

  Kopieren

  ViewName.DropdownFieldObjectName.data.FieldName

• For example, in a form view named Registration Form, you have a drop-down field named Session ID (with the object name dropdown) that's defined to display options from the table named Sessions table. In a text block on the form view, you can add this calculation to display the name of the instructor for the session selected in the Session ID field—which comes from the Instructor field in Sessions table:

  Kopieren

  'Registration Form'.dropdown.data.Instructor

  Notice that, after the view name ('Registration Form') and the object name (dropdown), the data property gives you access to any of the fields in Sessions table.

Developer mode enhancements

• The icon for view or page settings was hard to discover. Now, it also has a clear label: View Settings or Page Settings.

• To better handle hubs containing many views, the navigation bar at the top of a view has been replaced with a menu. To go to another view in the same hub, just click the current view's name, then choose a view. To perform actions on the current view, click and choose an action (for example, Edit Name, Duplicate, and so on).

Holiday wishes really do come true—embedding forms on your own website

• To provide a seamless experience for gathering data using a Claris Studio form on your own website, you can now embed publicly shared form views on webpages.

• As before, team managers can publicly share a form view and get the sharing link: With Developer Mode turned on, open the form, click  Share, turn on Sharing Link, then click  Copy Link.

• Now, when you add the form's sharing link to an iframe tag in an HTML page on your website, visitors can use the form as part of your webpage.

Hey, you got Claris Studio in my Claris Connect! Wow...works great!

• For Claris Studio and Claris Connect users, the Claris Studio connector is now available for you to integrate your Claris Studio data with your FileMaker custom apps and many third-party apps. For more information on using the Claris Studio connector in your Claris Connect flows, see Working with the Claris Studio connector in Claris Connect Help.

Have it your way with filtered and sorted option lists

• In drop-down fields, you can now filter and sort the option list when it's set to use records in another table as options. (For example, on a class sign-up form, you want a drop-down field to show only the dates of classes that have openings and to show them in date order.)

• For the filter, you can either add field conditions or enter a formula for a calculation. For the sort order, you can add rules to sort by one or more fields.

Sorting it out

• When sorting records, you can now sort by a field in another table. This is available via drop-down fields that you've defined to use options from another table.

• After you choose Sort, add a sorting rule, choose the drop-down field, then choose the field in the other table to sort by. (By default, the field specified as the Title in the drop-down's option list is used to sort.)

Roses are red, violets are blue. Option list colors are now up to you!

• In spreadsheet views, team managers can now change the color used for each option in fields that support option lists: drop-down, checkboxes, single choice, and ranking fields.

• In the field's spreadsheet column, click , then choose Edit Field. In the list of options, click the option's color, then choose the color you want.

• When you use these fields in some other contexts, your same color choices are reflected there—for example, when displaying these fields in kanban cards, and when you use these fields in charts.

What's filtered in Developer mode, stays filtered

• To give team managers more control over which records are visible in spreadsheet views and objects, they can now set up record filters when Developer mode is turned on that apply to all users and can't be seen or changed when Developer mode is off. Remember that for team members, Developer mode is always off, so team members can't see these filters and can't change them. For team members, records filtered this way are hidden without revealing that anything is being hidden. Previously, filters could be seen and changed by any user, and they applied for all users.

• Team members can still add their own filters, but those filters affect only the current user and only their current session (their filters are cleared when they open the view in another tab or window, refresh the page, or sign out and in again). Their filters aren't seen by other users and don't affect the records others see.

• To work with filters in spreadsheets, click Filter in the toolbar, then add or change conditions.

Segmented bar chart—for when a pie chart is too...round

• Dashboard views now provide a new type of chart: segmented bar. Each segment depicts a percentage of the entire horizontal bar. Use it as an alternative to a pie chart when you want to use less vertical space.

• To add a segmented bar chart, click Add Object, then drag Segmented Bar to the page.

New year, new goodies

• When creating a view, team managers can now choose to use data from any other view, not only data used by other views in the same hub.

• In spreadsheet views and spreadsheet objects, team members can now resize columns. Team managers can too, now even when Developer mode is off. However, column resizing is saved only when done by team managers with Developer mode turned on.

• The size limit of files in attachment fields has been increased from 5 to 10 MB.

• To open a page in a new web browser tab or window, you can now Command-click (macOS) or Windows-click (Windows) the following:

  • Image objects that have Action set to Go to View or Go to URL (even if the Open In property is set to Same Window)

  • Within a view, the name of another view in the navigation bar

• The Sample Hub and the sample views now behave like any other hub or view. Team managers can now delete the hub and archive or delete the sample views.

• Claris Studio gets a snazzy new logo. Check it out!

On the record: who did it and when

• To automatically keep track of who created or modified a record and when, team managers can now use these new read-only fields:

  • Created By – A user field that's set to the current user when a record is created.

  • Modified By – A user field that's set to the current user when a record is modified.

  • Created On – A timestamp field that's set to the current date and time when a record is created.

  • Modified On – A timestamp field that's set to the current date and time when a record is modified.

• Claris Studio has already been storing and updating this data for each record automatically. So when you first add these fields to a view with existing data, the fields will contain the user name and timestamp data for when the records were originally created or most recently modified.

• These fields are supported in spreadsheet, kanban, list-detail, and list views, in the record editor dialog, and in the dashboard view's summary, filter, quick filter, and chart objects. They're also supported in the group, filter, sort, color, search, and summary features in all views that have them.

• For the Created On and Modified On fields, the Time Zone Adjustment option is set to User Time Zone and can't be changed.

• Claris Pro and FileMaker Pro apps currently don't support these fields.

The ratings are in

• When you want a more visual way to capture user feedback, reviews, or responses to questions, the new rating field does the job. Users simply click the number of stars they want to award.

• In form, spreadsheet, list-detail, kanban, and list views, team managers can add a rating field, give it a name and a description, set the maximum number of stars that can be awarded, and set a default value.

• Claris Pro and FileMaker Pro apps currently don't support the rating field.

Make your default field values more dynamic

• Default values can now be defined as a calculation in short text, long text, rich text, number, date, time, timestamp, phone, email, currency, and user fields. While editing the properties of a field, for Default Value, team managers can choose Calculation and enter a formula. Then when a new record is displayed, the field will have the calculated value, which the user can change if needed.

Today's the day

• To help you focus on a busy day, you can now display events by day in calendar views. Simply click Day, Week, or Month to switch.

Form data at your fingertips

• To make it easier to locate the submitted data associated with a form, team managers can now see the data without leaving the form view. In Developer mode, simply click the Form or Responses tab to quickly switch between designing a form and viewing the response data.

• The Responses tab is a simple spreadsheet for viewing, searching, and editing the responses to your form. It shows only the fields that are on the pages of your form view. For full spreadsheet capabilities, you can create a spreadsheet view for your form data by clicking Create Spreadsheet on the form's Responses tab.

• When you create a form view, a separate spreadsheet view is no longer created at the same time.

Along the right lines

• In form, list-detail, and dashboard views, team managers can now add line objects to help visually separate areas of a page.

• To add a line, click Add Object, then under Static Objects, drag Line to the page.

• In the Properties pane, you can choose the style (solid or dashed), thickness, and color. For color, you can keep it the same as the theme color, choose a custom color, or leave it as the default color.

New objects for dashboards (sorry, no bobbleheads yet)

• In dashboard views, team managers can now present data in more ways with these new objects:

  • Gallery objects to display media (images, videos, and PDF files)

  • Timeline objects to visually track records based on dates, like tasks on a schedule

  To add one of these to a dashboard, click Add Object, then under Data Controls, drag the object to the page.

• These objects display data in much the same way as gallery and timeline views do. The main difference is that, when you add these objects to a dashboard, you open the Properties pane, select the object, then select the table you want the object to display data from. Then choose the fields to use in each part of the object—for example, in a gallery object, choose the attachment field that contains the media to display.

• As with spreadsheet objects, team members can view the data in these objects, but they can't edit it.

• Just a reminder: To create a dashboard view, open a spreadsheet view and click Create Dashboard.

Images can now get in on the action

In form, list-detail, and dashboard views, team managers can now add an action to an image object that'll be performed when users click the image. Select an image object, then in the Properties pane, for Action, you can choose:

• Export Data from Spreadsheet – Export data as a CSV file from a spreadsheet object in the current view. (For now, spreadsheet objects are available in dashboard views only.)

• Set Field Value – Set the value of a field in the current record. For Source, choose the current view, then choose a field and set the value. The option to apply the value to all records isn't supported yet.

• Go to View – Go to another view. For form views, you can also select the page to go to.

• Go to URL – Go to a webpage, either in the same or a new browser tab or window.

More props for you!

As we continue to consolidate more of the settings for page-based views in the Properties pane, these are the next to make the move:

• Page Settings in form, list-detail, and dashboard views. Click above a page to show Page Settings in the Properties pane.

• Summary objects in dashboard views

• Chart objects in dashboard views

Assorted augmentations

• The Claris ID sign-in pages are now even cooler with a splash of color.

• The Downloads page is now a dialog you can open from the user menu at the top right.

• For team managers, the name of the Claris Connect tab has changed to Connections.

For new team managers: The Claris Studio tour!

• If your team hasn't publicly shared a form yet, take a quick tour around before you dive in. Click Start Tour in the lower right on the Hubs page.

It's like a time machine for your record data

• In the Edit Record dialog, team managers can now restore a record to an earlier revision. As you browse a record's revision history, you can preview the changes made in past revisions and restore one as the current revision.

• With Developer mode off, open a spreadsheet, kanban, calendar, gallery, or timeline view, right-click a record, then choose Expand Record. In the Edit Record dialog, click to show revisions. Under Previous Revisions, click a date, then select the revision you want to preview (the changes are highlighted). To restore the selected revision, click Restore.

• Revisions to attachment, comment, and calculation fields aren't supported in the revision history, so restoring an earlier revision of a record leaves the current data in these fields unchanged.

Rank your favorites

• For those times you'd like to ask users to rank their preferences or tell you which options are most-to-least important to them, we've got you covered with the new ranking field.

• When you add a ranking field to a view, you create a list of options, then drag them into the default order to present in a new record. You may want to add a description to the field, explaining for users to drag the options into the order they prefer. When users submit a form with this field on it, the submitted data will be the list of options in the user's preferred order or, if unmodified, in the default order.

• Claris Pro apps currently don't support the ranking field.

Creating and opening a new view just got a little faster

• On the Hubs page when Developer mode is on, team managers now click + Add New View to create a new view and add it to the current hub. For other actions—Add Existing Views and Add New Spreadsheet from CSV—click right next door.

• A newly created view now opens automatically, ready for work.

Calculations in text blocks just got easier

• For calculations in a text block, remember how you had to turn on calculation mode and wrap expressions in double braces? Well, forget that. Now you can simply click in the text block's rich text editor (or press Command-K for macOS or Control-K for other platforms) to open the in-line calculation editor. Then enter your calculation and click Submit. (Using double braces still works, if you like that sort of thing.)

• As before, this lets team managers include expressions to be evaluated by the calculation engine as the user enters data, automatically updating a text block based on the user's input in a field.

A medley of memorable morsels

• When team managers add a column in a spreadsheet view, the new Add Column dialog makes it easier to explore field types for the one that has just what you need.

• In spreadsheet views, you can now copy a cell and paste its value into another cell. You can copy and paste cells in columns of all field types, except comments, signature, and attachment (calculation fields can be copied but not pasted into). Pasting data into a field type that is incompatible will be ignored (for example, pasting an incorrectly formatted date into a date field, or a string into a drop-down field that doesn't match an option).

• As a team manager, you can promote a member to manager on the Users page, but you can no longer change them back to a member.

• In form views, a team manager can now move an object from one page to another, rather than delete and re-add it. Just select the object, click , Move to Page, then choose the page.

• Team managers can now set the Time Zone Adjustment setting for time and timestamp fields in any view that supports these fields.

• Team managers can now use the Add Object list with the keyboard. Press the up and down arrows to select an object type, then press Enter to add the object to the view.

Give them even more of a head start with dynamically pre-filled forms

• Say you have a Contacts spreadsheet (names, email addresses, etc.) of people you want to have fill in a form. Because you already have some of their information and want to make it easier for them, you can now create a link to a form that's dynamically pre-filled with the person's specific information.

• Here's how: Create your form and add fields as usual. Click  Share, turn on Sharing Link, then click Create Link for Pre-Filled Form. For Record Set, choose the spreadsheet that has the data you want to pre-fill the form with (the Contacts spreadsheet in our example). Then for each field to be pre-filled, click , and enter a formula that references the fields to use from the other spreadsheet.

  For example, if your form has a Full Name field and your Contacts spreadsheet (with table name Spreadsheet2) has First Name and Last Name fields, you can enter this formula to combine the names to pre-fill the Full Name field:

  Spreadsheet2.'First Name' + ' ' + Spreadsheet2.'Last Name'

  After you set up all the fields you want to pre-fill, click Next, then click Copy Calculation.

  Now, open the spreadsheet that you chose for Record Set (the Contacts spreadsheet in our example), then add a column for a calculation field (named Form URL, for example). For Formula, paste the calculation formula you copied for the pre-filled form link. Each record now has a custom link you can send to each person. Click inside the cell to copy the link.

To sync, or not to sync display labels and field names—it's your call

• A little background: In form and list-detail views, field objects have both a display name and a field name. The display label appears above a field object in a specific view and is visible to all users of that view. On the other hand, the field name identifies the data element itself across all views that use the same data, appearing in spreadsheet column headers, in sorting and filtering controls, and so on. Until now, the first time you changed the display label, it would no longer be in sync with the field name. However, if you only ever changed the field name, the display label would remain in sync.

• Now, you can choose whether to keep the names in sync or not. The new Use Field Name for Display Label option in the Properties pane is selected by default when you add a new field object. So whenever a team manager changes a field name, the display label for that field automatically changes to match. To set the display name independently of the field name in a particular view, simply deselect this option for the field object in a that view.

• The behavior of existing field objects won't change. If the display label and field name were the same before this release, they'll remain the same and the new option will be selected. If they were different before, they'll remain different and the new option will be unselected.

Better and better

• Signing in and signing up for a new Claris ID account now has a fresh, new look. But since you're here, you probably already noticed that.

• When team managers create new views, they can now give them a name at the same time.

• To make it easier to tell which spreadsheet view was automatically created when you created a form view, the spreadsheet view's name will start with the form's name followed by "Responses." For example, for a form named "Camp Registration," the spreadsheet will be named "Camp Registration Responses."

• In the same way you can set a default value for a field when users create records in spreadsheet views, you can now set the default value in form and list-detail views as well.

• To quickly find a view when the navigation bar is full, you can now click in the navigation bar and enter the view name or type. Click the view in the results list to go to that view.

• To keep you in the zone while form building, team managers can now add a page to a form without going back to the workflow. From any page in a form, just click and choose Add Page > Before or After.

• To quickly open the Properties pane when designing a form, list-detail, or dashboard view, team managers can now double-click an object on the page.

• In all shared forms, the browser tab now shows the Claris logo along with your form's name and the name of the form's current page. The option to change what's in the browser tab has been removed.

• When Developer mode is on, the (Open) button is now available in all view types for a more consistent experience. Also, the tooltip helps indicate what you'll be able to do when you open a view this way.

• And many more touches for you to discover on your own.

What's going on this week?

• To help you manage events within a week or a day, you can now display events by week in calendar views. Just click Week or Month to switch.

• When Developer mode is off or when the view is shared with team members, you work with events viewed by week the same as when viewed by month, except that you can also drag events to the desired time and day of the week.

Can I get a copy of that?

• In spreadsheet views, you can now copy the result in a calculation field. In a column for a calculation field, just click a cell to make it active, then click inside the cell to copy the calculated value currently displayed.

These are the views you're looking for

• To help you quickly find the view you want, you can now search views by name and type. Use the search box that's now on the Hubs page and in the Add Views dialog.

  For example, to find all your spreadsheet views, enter spreadsheet. Then the list shows only spreadsheet views and views that have "spreadsheet" in the name.

On the safe side

• To prevent accidental data deletion, team managers can no longer delete the view that was automatically created when a table was migrated from a Claris Pro app to Claris Studio.

Responsive improvements

To make the toolbars above the view easier to use in Developer mode when the browser window is narrow, these items have been moved:

• The Team menu along with the Help and Feedback menus have been consolidated under the user menu at the top right.

• In form views, to return to the workflow from a page, you now click , then choose Back to Workflow.

• In form views, the page controls have moved from above to below the page.

• In form and list-detail views, the Fields list that was in the sidebar has moved to the bottom of the Properties pane.

Give them a head start with pre-filled forms

• To save users time when filling in a publicly shared form, team managers can now give users a link that opens the form with certain fields already filled in.

• In Developer mode, just open the form view, click , enable public sharing if it's not, then click Create Link for Pre-Filled Form. In the dialog, enter values for the fields to pre-fill (unsupported field types are omitted from the list). Click Open Link to try out your pre-filled form. When you're done, be sure to click Copy Link before you close. Then send or post the link for your users.

• You can create as many different pre-filled form links as you need for a form and give them to different users or groups of users for a customized experience.

Now you can go home again...after you submit a form

• To better integrate a form with a website, team managers can now make a form automatically go to any URL after the user submits the form. This works great when you put a link to the form on a webpage and set the form to return to the same webpage.

• On the last page of your form, click to open Page Settings. Turn on Go to URL after user submits form, then enter a URL.

• After a user clicks Submit in the form, the last page of the form displays for a moment before continuing to the URL you entered.

• Team managers can also turn off Claris branding in shared forms. Click to open Page Settings, then turn off Show Claris Branding.

  The title in the browser tab shows the current page name and the name of the form view instead of "Claris Studio." Instead of the Claris logo, the browser tab icon (favicon) displays a generic form icon in most web browsers except Safari.

Formatting your data for the world

• When team managers set the data formatting properties of date, time, or timestamp fields in Developer mode, the format options are displayed in the team manager's locale. Depending on their locale, team managers can change options between various long, short, numeric, or text formats, but users will see an equivalent format in their own locale. For example, if a team manager in the US sets a date field's Date Format option to "06/14/2023 (Long)," a user working with this view in Japan will see dates in this field formatted as "2023/06/09."

• Phone fields now allow team managers to set the format of phone numbers to that of the current user's locale or to that of a specific country. Team managers can also choose whether to display phone numbers with the country code or in the country's local format without the country code. For example, if a team manager sets Country to User Locale and sets Format to With Country Code, then a user in Japan will see numbers formatted as +81 90 1234 5678. However, if Format is set to Local, then the user would see the same number formatted as 090-1234-5678. When a phone field is created, data formatting defaults to User Locale and With Country Code.

• Currency field formatting now includes more currency symbols to choose from.

Text blocks—not so static anymore

• To automatically update a text block based on a user's input in a field, team managers can now include expressions to be evaluated by the calculation engine as the user enters data.

• After you add a text block to a page, click above the object to turn on calculations. Any part of the text that you enclose in double braces ({{ }}) will be evaluated as a calculation. Everything else will be treated as text with Markdown syntax.

• For example, on the last page of a form, you can add a personalized message using data the user provided. In a text block, the following adds the user's name by referencing the current table name (Feedback) and the field name (First Name) in double braces, then adds italics to the last sentence:

  Thanks for your feedback, {{'Feedback'.'First Name'}}. *Have a great day!*

More calculation functions headed your way

• Information functions: ISBLANK, ISERROR, ISEVEN, ISLOGICAL, ISNUMBER, ISODD, ISTEXT, TYPE

• Claris functions: GETFILEATTRIBUTE

• For more information, see the in-line descriptions in the calculation field and Einführung in Claris Studio-Formeln.

Smoothing the way

• From the navigation bar in a view, team managers can now do any of the following for any view in the current hub, not just for the current view: edit the view name, remove the view from the hub, delete the view, and go to another view with the same data.

• The experience of using a shared form is now more consistent for everyone—team managers, team members, and anonymous users who click the form's public sharing link. A form will always open in a new browser tab or window and have no Claris Studio controls visible outside the form page. The only exception is when team managers edit a form view by clicking it on the Hubs page when Developer mode is on.

• In dashboard views:

  • Settings for spreadsheet objects have moved from the icon to the Properties panel.

  • To select rows in a spreadsheet object, you can now click the row in the index column. To add to the selection, Command-click (macOS) or Control-Click (other platforms) a row. To select a range of rows from the last selected row, Shift-click another row.

• For more space to work on expressions in a calculation field, team managers can now click to open the Formula Editor dialog. In addition to more room, the Formula Editor summarizes any issues found in the expression and shows a preview of the calculation result when possible.

• In the Create New View dialog, the choice of whether to create a view for existing data or new data is now named "Select Data for View." Click the drop-down to choose data used by other views in the current hub or choose Create New to create a blank view.

• On the Hubs page, to import data into a new spreadsheet view, team managers now choose Add Views > New Spreadsheet from CSV.

• In Safari, attachment fields now support QuickTime (.qt, .mov) and WebM video formats in addition to MP4.

• We're continuing to make the Developer mode experience more consistent for team managers when it's turned off and to limit team members to viewing and editing data. In this release, the timeline view now doesn't allow Timeline Settings to be accessed. You can only add, delete, and modify records when Developer mode is off.

Recent Help Center updates

• Direktstart: Kanbans for new users

Lunch? Let me check my calendar.

• The new calendar view lets you work with your data as events on a calendar.

• When you create a calendar view from an existing view, you can create new fields or choose existing fields to use for the record's display label (a short text field) and start and end dates (timestamp fields).

• Each event is a record. Just double-click a date to create a new record on that date, or click a date and drag across dates to create a multi-day event. To edit a record, just double-click an event or drag or resize the event to set the start and end dates.

• To work with records as a list, just click  Show Records, then click a record to go to it on the calendar or double-click to edit it. By default, the Only unscheduled option is turned on, but you can turn it off to show all records.

• Use the familiar controls to filter and color-code events.

Set the value of more field types dynamically

• In form and list-detail views, you can now dynamically set the value of these additional field types: date, time, timestamp, phone, user, drop-down, single choice, and checkboxes.

• Just click , then Value, and set Action to Set the value. Next, enter or choose a value for the field and set one or more conditions based on other fields.

• For other types of fields (except attachment fields), you can now choose to use the field conditions editor, or the calculation editor as before.

To develop, or not to develop: that is the question...now for list views

• We're continuing to make the Developer mode experience more consistent for team managers when it's turned off and to limit team members to viewing and editing data. In this release, the list view now doesn't allow columns to be added, deleted, or modified. You can only add, delete, and modify records, use quick filters, and add and archive groups.

A better list-detail view—it's in the cards

• In list-detail views, the cards in the list area now make better use of space to display useful information from each record.

• Team managers can choose up to three card labels, each displaying data from different field.

When you really don't want it anymore

• The behavior has changed when deleting the view that was automatically created at the time you migrated a table from a Claris Pro app to Claris Studio. By default, this view's name ended with "from Claris Pro."

• Previously, deleting that view did nothing more than delete the view. Now, that view and the migrated data itself are deleted. This means that the migrated data will also be unavailable to Claris Pro apps.

• This action can't be undone, so use with caution.

Get the kind of calculation result you want

• In calculation fields, you can now specify the format of the result. This enables you to write simpler calculations that reference date, time, and timestamp fields or date and time functions (like NOW and TODAY).

• For example, in a calculation field that adds a week to the value in the Tasks.Date field (Tasks.Date + 7), for Format, you can choose Date so that the calculation field displays the result as a date.

• The default format, Automatic, attempts to choose the best format. But if it doesn't, you can choose Number, Boolean, Text, Date, Time, or Date and Time.

• For now, the Format option is supported only in spreadsheet views.

The Hubs page now is the one-stop shop for views

• For team managers in Developer mode, the Hubs page now replaces the Views page and inherits its functions.

• To create a new view, you now first choose (or create) a hub for the view to go in. Then in that hub, click Add Views > New Views.

Welcome to the bar, partner—the navigation bar

• From within a view, the new navigation bar shows you the name of the current hub and a tab for each view in the hub. To go to another view in this hub, just click the tab—you no longer need to go back to the Hubs page to go to another view in the same hub. (If a view is in more than one hub, the current hub is the one from which you originally opened the view.)

• In Developer mode, team managers can click in the current view's tab and choose to rename the view or go to other views with the same data. To remove one of the other views from the hub, click . To add new views or existing views to the current hub, click .

Timeline view...it's about time

• The new timeline view lets you visually tracks records based on dates, like tasks on a schedule.

• When you create a timeline view from an existing view, choose the existing fields to use for the record's display label (a short text field) and start and end dates (timestamp fields), then the default scale to display (week, month, quarter, year).

• Each row is a record. Just click at the left to create a new record. To edit the record, click or click in the time bar area and drag or resize the time bars to set the start and end dates.

• Use the familiar controls to filter, group, sort, and color-code records.

To develop, or not to develop: that is the question

• To make the Developer mode experience more consistent for team managers when it's turned off and to limit team members to viewing and editing data, these views now have the following behavior changes:

  • Spreadsheet view: The view name and the table name can't be changed, fields can't be added or deleted, field names and other field settings can't be changed, column show/hide settings can't be changed, dashboard views can't be created, and the navigation bar doesn't allow you to rename or add and remove views from the current hub. You can only add, delete, and modify record data, as well as filter, group, sort, and color-code records.

  • Kanban view: Columns can't be added, deleted, or modified; board settings can't be changed; and the fields displayed in cards can't be customized. You can only add, delete, and modify cards and their data, as well as filter, group, sort, and color-code cards.

More calculation functions headed your way

• Date and time functions: DATE, DATEVALUE, DAY, DAYS, HOUR, MINUTE, MONTH, NOW, SECOND, TODAY, TO_DATE, WEEKDAY, WEEKNUM, WORKDAY, YEAR

• Text functions: CONCATENATE, FIND, JOIN, LEFT, LEN, LOWER, MID, REGEXEXTRACT, REGEXMATCH, REGEXREPLACE, REPLACE, REPT, RIGHT, SEARCH, SUBSTITUTE, T, TRIM, UPPER, VALUE

• For more information, see the in-line descriptions in the calculation editor and Einführung in Claris Studio-Formeln.

You got calculations in my object actions!

• When setting up actions for field objects in form and list-detail views, team managers can now dynamically set the field's value using the calculation engine.

  • In a field object, click , then in the Object Actions dialog, click the Value tab.

  • For example, in the Assigned To field in a list-detail view named Tasks, you can set Calculated Value to a reviewer's name if the Status field is set to "In Review":

    IF ( Tasks.Status == "In Review", "Reviewer's Name", "" )

• For show/hide actions, team managers can now use the calculation editor or, as before, the field conditions editor (only the action in the selected editor will be performed). With the calculation editor, you can write more complex rules and employ the library of functions in the calculation engine.

  • In a field object, click , then in the Object Actions dialog, click the Show/Hide tab.

  • To write an expression for the calculation engine, for Editor, choose Calculation.

  • To show the object, the expression must be true (not equal to 0); to hide the object, it must be false (0).

• With this update, object actions can have only one show/hide action and one calculated value. When you first open an existing form or list-detail view after this update, objects that had multiple enabled show/hide actions will have them converted to a calculation; any disabled actions will be removed.

• For more information, see Einführung in Claris Studio-Formeln.

Props to you!

• In form and list-detail views, most settings for objects are now in the new Properties panel. Just click in the toolbar at the top right to open the panel, then click any object on the page to edit its properties. This includes the header and, in list-detail views, the list area on the left side.

Show me the money...the way I want to see it

• In currency fields, team managers can now choose a format for the decimal and thousands separator characters and the position of the currency symbol.

Who changed that field? Maybe I should hide it.

• In the Edit Record dialog when Developer mode is on, team managers can now:

  • Click to see the revision history of the current record. Select Show changes to see which fields were changed and how.

  • Click to show or hide fields and change their order.

• The Edit Record dialog is available in spreadsheet, kanban, gallery, timeline, and list views.

For when you just can't say enough about a field

• In form and list-detail views, field objects now include an optional field description below the display label to make it easier to provide more information to users.

• The field description lets you easily add multiple lines of text, which can include multiple paragraphs, with support for formatting as in text blocks.

Start your calculation engines

• To give you an early look at what's under the hood, this release includes a preview of the Claris Studio calculation engine, so we can start getting your feedback. The first group of functions we have ready for you include math and logical functions as well as some Get functions. More are on the way.

• Use the new calculation field to give the engine a try. It's available in all views, except dashboard view.

• For more information, see Einführung in Claris Studio-Formeln.

Be the star of your own gallery

• The new gallery view shows off your images, videos, and PDF files as cards you can drag to arrange, or filter, sort, conditionally color-code, and search.

• To add a new card (a record), click in the lower right. In the Media attachment field, drag a file or click to select a file to add. Then name it in the Title field. Add more fields if you want to track more information, like the date a photo was taken.

• In each card, you can click the button in the center to view the contents at full size. To edit the record, click anywhere else in the card.

Even more to get attached to

• Videos can now be played in attachment fields. Supported video file formats are MP4, QuickTime (.qt, .mov), and WebM, except in Safari, where only MP4 is supported for now.

• PDF files in attachment fields now display the first page. Then you can click to view the PDF at full size and scroll through the pages. Even password-protected PDFs are supported.

Hubs as a one-stop shop

• To help make the Hubs page more of a one-stop shop for working with views, team managers can now create new views while adding them to a hub. New views can be blank, or they can use the same data as another view. To create a new view in a hub, click Add Views > New Views.

• Team managers can also now delete and rename views.

Have it your way

• Team managers can now designate a field as the preferred display field in a table. This is the field you consider representative of the record and prefer to display by default in certain places.

• For example, even though you have an Employee ID field that uniquely identifies an employee's record, most users won't recognize an employee by their ID. So for display purposes, you can designate another field—like the Last Name field—as the default field to display for users to identify a record.

• Claris Studio uses this field as the default when:

  • You set up a drop-down field with options from another view. The default field to show in the drop-down list will be the preferred display field.

  • You create a kanban, list-detail, or gallery view from an existing view. The default for the Title field in the new view will be the preferred display field that was set in the existing view.

• To designate a preferred display field in spreadsheet views, click in a column and choose Set as Preferred Display Field. This option is also in the Edit Record dialog that's available in most views. The preferred display field is indicated by .

Show me the data!

• In form, list-detail, and dashboard views, the Preview button has been replaced with the (Open) button to let team managers quickly try out a view with their real data without having to share the view first.

• The Open button opens the view in a new browser tab with Developer mode turned off. Unlike Preview, your data is now visible, and changes you make to it are saved.

Lather, rinse, repeat

• To help create similar objects more quickly in form, list-detail, and dashboard views, team managers can now duplicate an object including all its settings, except for its conditional show/hide rules.

• In the object, click  > Duplicate. Or select the object and use the familiar copy and paste keyboard shortcuts: Command-C and Command-V (macOS) or Control-C and Control-V (other platforms).

Time out for timeouts

• "Session expired" messages should no longer appear while you're actively working in Claris Studio. For security, sessions will still end after a lengthy period of inactivity.

Recent Help Center updates

• Einführung in Claris Studio-Formeln

• Direktstart: Arbeitsblätter for new users

• Frequently asked questions on the Home page

Get started a bit faster in a new view

• When you create a new form, spreadsheet, or list-detail view, you no longer have to delete the default fields to get started, because…there aren't any! Now these views start out with no fields just like the other views.

• When you create a spreadsheet view from another view, all fields are now visible by default. Previously, when you created fields in another view with the same data, those new fields were hidden in the spreadsheet view.

Hidden gems

In addition to other behind-the-scenes improvements in this release, here are a couple of hidden gems in the previous release:

• For faster data entry in drop-down and user fields, users can now filter the list as they type.

• In drop-down fields, team managers can now edit custom option lists by clicking in the field object, the same place you can edit options from another view. You can also still click and edit the list in place.