What's new

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 Primer for Claris Studio calculations.

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 Primer for Claris Studio calculations.

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 Primer for Claris Studio calculations.

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

• Primer for Claris Studio calculations

• Quick start: Spreadsheets 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.

The "formatting" is strong with this one

• The new rich text field lets users add some formatting flare to the text they enter. It's like a long text field but with easy formatting controls and support for typing CommonMark Markdown syntax.

• Formatting options include heading levels, block quote, bold, italic, strikethrough, links, lists, code, and code blocks. In form and list-detail views, just click in the field to display the formatting controls. In spreadsheet views, click the cell, then click the expand icon to display the rich text editor.

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

Going public just got easier

• For team managers, the Hubs page now includes a special hub named Publicly Shared Views. With this hub, sharing form views publicly is now more consistent with the way you share views with your team. Form views you add to this hub are shared with anyone who has the link. To publicly share form views, click Add Views in this hub, select the form views to share, then click Add Views.

• To get the public sharing link for a form view in this hub, click then choose Copy Link. You can also temporarily disable and enable the link from this menu. However, when you choose Remove from Hub, the form view is no longer publicly shared, and the existing sharing link won't work anymore. Adding the form view back to this hub will create a new sharing link.

• Within a form view, you can still click Share to manage public sharing.

Developer Mode: Switch on!

• As a team manager, you can now turn on Developer mode to edit hubs and views and manage users, or turn it off to work with data in views that you share via hubs. Just click Developer Mode at the top of the screen to turn it on or off. This gives team managers an easy way to switch between making design changes to a view and using a view (for example, filling in a form or working with data in a list-detail view).

• When Developer mode is on, you can:

  • On the Hubs page, click views to edit them (the same as you can on the Views page), create hubs, and add views and members to hubs.

  • On the Views page, create, edit, and delete views.

  • On the Users page, invite and remove users from your team.

  • Download Claris software as well as access Claris Connect and Claris Customer Console.

• When Developer mode is off, you can:

  • On the Hubs page, click views to work with the data, not to edit the views themselves. For example:

    • When you click form views, they open ready for you to fill in and submit the form. This makes it easier for team managers to try out a form while they're still designing it. You no longer need to publicly share it first.

    • In list-detail views, the records in a list on the left and the details of the selected record on the right are ready for you to browse and modify the data.

    • In dashboard views, the charts and summaries display data as in Developer mode, but they can't be changed.

    • In other views, the experience is the same as in Developer mode, except that in list views, you can't rearrange groups on the page or modify quick filters.

  • Download Claris software.

Updated Claris Pro and Claris Go—onward and upward!

• The latest updates bring enhanced support for several Claris Studio field types.

• The same new features and fixes in FileMaker 19.6.1 are now in Claris Pro and Claris Go.

• For Claris Studio tables in Claris Pro, you now see the same field names as in Claris Studio.

• In Claris Studio, visit the Downloads page to get the software and see what else is new in the release notes.

Making life easier

• On the Views page, the Create New View window now gives you more information to help you choose a type of view to create.

• To help team managers move quickly between views that use the same data, you can now click Go To in the toolbar and choose another view with the same data. It's a real timesaver when you're working on changes to a form and need to see the already-submitted data in a spreadsheet.

• When you create a view, the default table name is now based on the default view name. So, for example, rather than a table name starting with "Untitled," the table name now starts with "Form" usually followed by a number. You can always rename the table in a spreadsheet view by clicking the table name and choosing Rename Table.

• Team members can now use the Downloads page to download Claris software just like team managers can.

• And for new users, check out Quick start: Forms in the Claris Help Center.

Happy "what's new" year!

• On the Users page, team managers can now edit a user's full name, in case they left it blank or need to change it from when they signed up.

• In list views, you can now add back an archived group. Just click Add New Group and choose the archived group.

• In spreadsheet views, when you click Create Dashboard or choose Chart by in a column, you can now choose the following chart options that were previously available only when working with chart objects in dashboard views:

  • Combo chart

  • Bar chart with multiple data series

  • Bubble chart

• In form and list-detail views, you can now conditionally show or hide image and text objects based on field data, the same as you can with field objects.

• On the Views page, you can now delete multiple views at one time.

  • To delete selected views:

    1. Select the views:

       • For individual views, Command-click (macOS) or Windows-click (Windows) the top of each view.

       • For a range of views, Command-Shift-click (macOS) or Windows-Shift-click (Windows) the top of the first view and the last view in the range.

    2. Right-click one of the selected views and choose Delete Selected Views.

  • To delete all views with the same data:

    1. For Sort By, choose Views with Same Data.

    2. Click at the top right of the group of views and choose Delete This Group.

• The Hubs and Views pages now make it easier to see the different view types with more colorful icons.

• In form and list-detail views, there are now more visual cues to help you tell the difference between when you're designing a view and when you're working with data in a view.

A new version of Claris Server is now available on the Downloads page in Claris Studio.

• You now have the option to install Claris Server using Ubuntu Server instead of Ubuntu Desktop. See Getting started with Claris Server.

• You no longer need to use Claris ID to activate Admin Console.

Making a list (view), checking it twice

• The new list view lets you work more visually with lists of records in groups. For example, the new planning board in the project management starter views uses this view.

• In each group, you can choose a group name and add records (rows) or fields (columns). The records in each group are all stored in the same view. And the groups are determined by the value of the Group field (hidden by default) in each record.

• You can easily drag records from one group to another. Just select one or more rows and drag the handle on the left edge of a row to another group. Or right-click the selected rows and choose Move to, then the group.

• Adding groups is easy (click Add New Group). To archive a group (hide the group and its records), click  > Archive Group.

• As with most other views, you can create a spreadsheet view from a list view to see the data, including archived groups of records.

Keep those comments coming

• With the new comment field, you can add a convenient way to capture your team's thoughts on a record in list-detail, spreadsheet, kanban, or list views. It's great for quick status updates on tasks, keeping a history of interactions with a customer, or gathering feedback on ideas.

• After adding a comment, a user can edit or delete their comment for up to 10 minutes.

• You can also reply to top-level comments and even thumbs-up a comment!

• Comments support CommonMark Markdown syntax, which you can preview before you save a comment.

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

"Hang ten" with these improvements to kanban boards

• In a kanban view, you can now choose from three templates for the size and layout of cards. Just click Board Settings, choose a template, and save. Then you can customize which elements to show and which field to use for each element by clicking Customize Card.

• The Group by Status option is now part of Board Settings, where you can select the single choice field for grouping cards into columns.

• When you create a new kanban view from another view, you can choose which spreadsheet view to create the kanban from, which single choice field to use for grouping cards into columns, and the card template to use. Then Claris Studio assigns your fields to the elements on the card based on field types, but you can click Customize Card and change them.

• Along with more visual polish and tweaks, kanban views are even easier to create and more fun to use.

Bubbles, bubbles everywhere (for your charts)

• Giving you another dimension to visualize your data in dashboards, the new bubble chart lets you display values based on a third field as the size of the bubble used for each data point on the x- and y-axis. This lets you visually compare individual data points in terms of the magnitude of another value.

• In a dashboard view, just click Add Object > Bubble Chart to add a chart, then click to set it up.

• If you'd rather display data points as dots without a radius (a scatter chart), turn off Bubble Size when you set up the chart.

A gift from Santa: project management starter views

• To show how the building blocks in Claris Studio can come together, we've packaged together several starter views—a collection of views that work together to solve a specific problem. The problem in this case is simple project management.

• Project management is the process of organizing tasks, assigning them to users, planning milestones to target for their completion, defining the larger bodies of work (or epics) they're a part of, and more.

• The project management starter views provide:

  • a planning board to arrange which tasks to complete for upcoming sprints or milestones

  • a kanban board to quickly review status in team meetings

  • an epics list for a high-level view of your project

  • a tasks spreadsheet with the same data as in the planning and kanban boards

  • a milestones spreadsheet to support the planning board

• Note that because the user field type isn't fully supported in Claris Pro yet, the sample data in the user fields provided in these starter views doesn't work as expected in Claris Pro yet.

• See Project management with Claris Studio starter views for more.

Spreadsheets with all the trimmings

• In spreadsheet views, you can now conditionally add a color bar to a row based on field values in that row. Use this to make important records pop out—like tasks with past due dates. Just click Color, Add Condition, choose a color, then click to add conditions for this color. If two color conditions apply to the same row, the first condition wins.

• Want to keep certain spreadsheet columns always in view as you scroll horizontally? Just select those columns, right-click the column header, and choose Freeze Selected Columns (or Freeze Column for one).

And a partridge in a pear tree

• When you conditionally hide a field object in form and list-detail views, the objects beside or below the field now adjust to fill the space when users work with the view.

You're in the driver's seat with these new dashboard features

• The new spreadsheet object lets you display data in a table along with chart and summary objects.

  • Just click Add Object and drag Spreadsheet to the page. In the object, click and choose the table to show data from, which columns to show, and how to filter, sort, and group records.

  • Drag the handle on the bottom edge to set the maximum height.

  • When you add a dashboard view to a hub, team members can view the data in a spreadsheet object, but they can't edit it.

• New ways to compare data in a chart:

  • Bar charts now let you show multiple data series for the y-axis so you can compare data of the same kind from different fields as multi-column or stacked bar charts. In a bar chart object, just click and under Y-axis, click + to add a data series, and choose a field and summary type.

  • The new combo chart not only lets you show multiple data series for the y-axis, but it can also display data of different kinds on the left and right sides of the y-axis. You can even choose whether to display each data series as a bar or a line. In a dashboard view, just choose Add Object > Combo Chart, or for an existing chart, click and change Chart Type to Combo Chart.

Give your page headers a head start

• In form views, the header can now be repeated on all pages. So save yourself some clicks and set up the header on one page, then click and choose Repeat this header on all pages. If you want to override the repeated header on a certain page, go to that page, click , and turn off the option to use the header from another page.

• You can now format text within headers in form and list-detail views. Previously, you could choose typography settings for the entire large or small text areas. Now, you can select all or part of the text and choose from the in-line toolbar a heading level (font size), bold, and italic (CommonMark Markdown syntax also works for these options).

  • The common keyboard shortcuts for bold and italic also work (Command-B, Command-I for macOS and Control+B, Control+I for other platforms).

  • To turn off a formatting option, select the text and click the toolbar button again.

  • Heading levels apply to the entire text area.

  Note  There are known issues with Markdown support in Safari 15 in macOS. Update Safari to version 16 or later, or use Google Chrome.

A field by any other name...

• Editing field names and labels is now more discoverable in form and list-detail views. In a field object on a page, click and choose Edit Label or Edit Field Name. You can also rename fields in the sidebar by clicking next to the field and choosing Edit Field Name. Reminders about field names and labels:

  • Field names are shown in the sidebar and in spreadsheet columns.

  • Labels are the text users see above a field object on a page. For example, on forms, you can make long labels to explain what you want users to fill in, while keeping the field name shown in the spreadsheet conveniently short.

  • Changes to a field name also apply to the label until you edit the label for the first time, then they're independent.

May the formatting be with you

• Text blocks now render Markdown formatting as you type (previously, you had to click out of the text block to see the formatting). In addition to CommonMark Markdown syntax (except for images), you can use these keyboard shortcuts (use the Command key for macOS and the Control key for other platforms):

  • Bold: Command-B

  • Italic: Command-I

  • In-line code: Command-E

  • Link: Command-K

  • Block quote: Command-Shift-.

  • End a block quote or a code block: Command-Enter

Polishing up

• When you click Create New View on the Views page, a dialog box now shows you information about each view type before you choose one.

• Lengthy text in field labels or field options now wraps better to fit the available space.

• In the Feedback box, you can now choose the topic of your feedback.

• On the Resources page, we've added links to Claris Go in the App Store and to Claris Go Release Notes.

You are about to enter another dimension. Next stop—The Time Zone!

• You can now choose whether to display time and timestamp field values as they were entered or in the current user's time zone.

  For example, if a timestamp field is set to display As Entered and if a user in Los Angeles enters "10/2/2022 2:02 am" in the field, then users in all time zones will see "10/2/2022 2:02 am". But if the field is set to User Time Zone, then the Los Angeles user still sees "10/2/2022 2:02 am" but a Beijing user now sees "10/2/2022 5:02 pm".

• To change the setting, open a spreadsheet view containing the field you want to set. Click in the column for the field and choose Edit Field. For Time Zone Setting, choose As Entered or User Time Zone. Even though the setting can be changed only in a spreadsheet view, the setting applies to the field in any view with the same data.

• Time and timestamp field data is filtered, sorted, grouped, and summarized based on how the date and time is displayed, so changing this setting can affect how these features present data.

• For existing time and timestamp fields, the time zone setting is As Entered, so how the data is displayed isn't changed. For existing data, the UTC+0 time zone is used. For newly entered data, the current user's time zone is used.

• Support in Claris Pro apps is coming soon! For now, values entered in these fields in Claris Studio won't necessarily match what's displayed in Claris Pro apps, and values entered in Claris Pro apps won't include time zone information to display values as expected in Claris Studio.

Trick out your dashboards with filters

• The new quick filter object in dashboards lets you add multiple items to a filter. Each item in a quick filter is simply a button users can turn on or off to apply the filter. Along with dashboard filters, which let users choose operators and enter values, quick filters give users an easy way to further filter data on a dashboard.

  For example, you can create a quick filter with an item for each quarter (2022 Q1, 2022 Q2, etc.), where each item specifies a date range. Then users simply click 2022 Q2 to show only data from that quarter.

• Dashboard filters and quick filters now let you choose which charts and summaries they apply to. By default, these filters apply to all chart and summary objects based on the same table, but now you can click on the filter and choose which of those objects to connect the filter to.

• You can now add multiple dashboard filter and quick filter objects to a dashboard and connect them to the same chart or summary objects. Each filter (dashboard filters, quick filters, and filters defined within chart and summary objects) can further refine the data to display.

Easing the way

• Breadcrumbs at the top of views just got an upgrade. The last breadcrumb is now editable, so you can change a page or view name while you're in the view. From a page in a form view, you can now click the view name to go up to the form flow.

• To help us help you better, the feedback box now lets you choose whether we can email you about your feedback if we need to.

Now you see it, now you don't

• In form and list-detail views, you can now conditionally show or hide a field object based on data in other fields.

  For example, in a survey form, you can hide fields for follow-up questions until a user responds to an earlier question.

• Just click above the field object. For When this happens, choose a field and the condition to check, and for Then do this, choose to show or hide the field. Add as many conditions as you want. If all of them are satisfied, then the field is shown or hidden. If conditions conflict, then the last satisfied condition wins.

Field trip!

• The new user field is like a drop-down field but with a list of the users in your team to choose from. As you add users to your team, they'll automatically appear in the list.

  This field will come in handy for tasks you want to assign to users in your team.

• In the new currency field, you can choose a currency symbol and whether to display decimal values.

Going public

• To give you more control over how you publicly share a form:

  • After you disable and reenable public sharing, the original sharing link now works again, rather than giving you a new link. This lets you temporarily stop sharing—for example, while you make changes—and restart without having to give users a new link.

  • You can now delete a sharing link to prevent the old link from working again (in the view, click Share, then Delete Sharing Link). Reenabling public sharing will now create a new link. You can use this option to provide a link that works for a limited time, delete the link, then reenable public sharing to provide a different link later.

• Form views are now the only type of view that can be publicly shared. Other types of views can be shared only with users in your team via hubs.

  If you're currently sharing other types of views publicly, they will still be shared until you delete the sharing link. After that, you won't be able to publicly share them again.

Hot off the press

• In Claris Studio, the Resources page now provides links to the latest Claris Pro release notes and instructions to install Claris Server.

• Recent additions to the Help Center:

  • Getting started with Claris Server

  • Create an extended Claris account for Claris Server services

Jump right to it

• To make the flow of multi-page forms conditional, you can now set the Next and Submit buttons to jump to a specific page based on user input.

• For example, if several fields on a form should be skipped based on a user's response, then you can put those fields on their own page and skip that page when the user clicks Next.

• Just set up one or more conditions by clicking below the page in the workflow or below the button. The first condition satisfied by a user-entered field value determines which page the button jumps to.

Sign here please

• To make it official, the new signature field lets users sign your forms. You can have users sign within the field object or click to sign in a larger dialog box.

• In Claris Pro apps, signature field data is available as a JSON object with metadata and a Base64-encoded image of the signature.

Filter your dashboard once and for all

• With the new dashboard filter object, you can set up a single filter on a dashboard that controls all the charts and summaries that display data from the same table. For example, you can set a dashboard filter to show data in all charts using the same range of dates.

• When you share a dashboard, team members can try different operators and values in a dashboard filter to see the effect on charts and summaries. They can also reset the filter to the conditions you originally set.

"Level up" your drop-downs with options from another view

• When you set up a list of options to display in a drop-down field, you can now get the options from field data in another view. You can still just create a custom list of options for a drop-down field, but if you already have the options as data in another view, you can now reuse that data in a drop-down field.

• For example, let's say you have a training registration form with a drop-down for users to choose a training session. If you have a Sessions spreadsheet view with a record for each session, you can set up the drop-down field in the form to display the values from the Session Name field in your Sessions view.

• Support in Claris Pro apps is coming soon! For now, when you add the field to a layout, the field shows the related row ID instead of the field value.

Ah, the missing link! And text formatting, too!

• The text block object now lets you add links and basic formatting using Markdown in form, list-detail, and dashboard views.

• Most CommonMark Markdown syntax is supported, except for images.

Making life easier

• Field names and field labels can now be edited independently.

  • To edit field names, you can either change the column name in a spreadsheet view or, in any view, change the name in the sidebar under Fields.

  • To edit field labels on a page, change the text above the field object.

  • Changes to a field name also apply to the label until the first time you edit the label, then they're independent.

• These field types can now default to the current date, time, or user when a new record is created:

  • Date, time, and timestamp fields can now default to the current value.

  • Short text fields can now default to the current user's name or account name (email address).

  • Email fields can now default to the current user's account name.

• In a spreadsheet view, when you import a CSV file, you can choose to import it into a new spreadsheet rather than into the current one. Click Table Actions > Import from CSV, then select Create a new spreadsheet.

• Sidebar improvements:

  • The sidebar is now available in all views.

  • To make it easier to navigate between views with the same data, you can now click Sidebar, open the Views with Same Data list, and click the link icon to go to that view.

  • The Fields list is still available, shows all the fields in the view, but dims the fields with objects that are already on a page in the current view. To add an existing field that has no object on a page, drag an undimmed field to the page.

• If you forget your extended Claris account password, you can now request a password reset.

  • In Claris Studio, click Accounts > Extended Account, then click Forgot Password and follow the prompts. You'll receive an email with a verification code to use when setting a new password.

• Attachment fields can now display images in WebP format.

Tidying up

• To give you more room to work on views, we moved some items from the top of the right pane to the left pane, which you can collapse.

• The Account menu and Help menu are now easier to find in the left pane.

• The Hubs, Views, and Users tabs are easier to distinguish from the links that open Claris Connect and Claris Customer Console.

• In the Views tab, when you choose Sort By > Views with Same Data, each group features the name of the oldest view in that group.

One Claris ID account to rule them all

• To simplify signing in to all Claris products, you now use your Claris ID account. The account you previously used to sign in to Claris Studio and Claris Pro has been merged into Claris ID.

• If you already had a separate Claris ID account with the same email address, you now use your existing Claris ID password to sign in to Claris Studio and Claris Pro as well as all other Claris products.

• For now, users you invite to a team in Claris Studio are separate from users you invite to a team in Claris Customer Console. To add users to both, you must invite them in both places. Groups defined in Claris Customer Console aren't supported in Claris Pro.

Claris, for the pros

• To bring data from your Claris Pro apps to dashboards and other views in Claris Studio, you can now migrate data from a table in a Claris Pro file to Claris Studio. When you next go to the Views tab in Claris Studio, you'll see a new spreadsheet view, named for your Claris Pro table, that contains the migrated data. In Claris Pro, the table is now linked to the migrated data in Claris Studio, where changes made to the data in Claris Studio or Claris Pro are reflected in the other when you refresh the page or window.

• Apps created with Claris Pro now use the filename extension .claris.

• If you are in more than one Claris Studio team, you can now use File menu > Claris Studio Teams to switch between them. Team managers who want to create files associated with a different team's Claris Studio data source can switch to that team before creating a file.

• Get the latest update to Claris Pro today! Team members, ask a team manager to send you the download link they can get from the Resources tab in Claris Studio.

Serving Claris Pro apps since...today!

• Claris Server is now available to host Claris Pro custom apps (.claris files). Team managers can get the download link from the Resources tab in Claris Studio.

• After you install Claris Server and open Admin Console for the first time, you must sign in with your Claris ID account. Then, and each time you subsequently open Admin Console, you sign in with your Claris Server administrator account.

• Extended Claris account

  • Certain Claris Server services that access hosted files don't yet fully support Claris ID. For now, to use those services, you must create an extended Claris account to authenticate instead of using your Claris ID. To create this account, sign in to Claris Studio, click your email address, choose Extended Account, and set the password you want to use. Your extended Claris account name is the same as your Claris ID email address, but the password is what you set in the Create Extended Claris Account dialog box in Claris Studio.

  • When you use these services, you must authenticate with your extended Claris account:

    • Claris WebDirect – Each user who needs to access a hosted app using Claris WebDirect must create an extended Claris account.

    • scheduled scripts

    • Claris Data API

    • OData API

    • Custom Web Publishing with XML (when available)

With Claris Go, you really CAN take it with you

• Claris Go is coming soon to the App Store for iOS and iPadOS devices.

• Use it to work on-the-go with your Claris Pro apps that access Claris Studio data.

...and more backstage magic!

Same data, another point of view

• To save you a step when you create a form view, Claris Studio now automatically creates a spreadsheet view using the same data. Now you're ready to see the data in a spreadsheet as the form submissions roll in.

• Need to know which views use the same data? In the Views tab, you can now choose Sort By > Related Views to group them together.

Mmm, free samples!

• To start exploring Claris Studio faster, you'll now find sample spreadsheet and dashboard views in the Views tab. They're tied to the same sample data, so you can quickly try out different charts in the dashboard and see the results. Or play around with the data in the spreadsheet and see how the dashboard changes.

Making a list, checking it twice (for details)

• In list-detail views, you can now filter and sort the records that users will see in the list when working with data. Users can then change these settings as needed.

• Searching data in list-detail views is now quick work with quick search. As you type, the list narrows down to records with matching text in any field.

• You now have more room to work in list-detail views. When editing, the view is taller and wider than before, and you can choose to make the header shorter for even more room. When working with data, the view is now wider and, with a shorter header, gives users more room to work with data.

Polishing the bells and tuning the whistles

• The Add Objects list and similar lists now have a more consistent look and let you find matching items in the list.

• In views with a header object, the theme color in Page Settings now sets the color of the header. This also sets the button color in form views.

• Attachment fields now have more visually consistent controls. And when the field is empty, the placeholder text now fits better when an object is small.

...and more behind-the-curtain wizardry!

The "hub" of the matter is sharing.

• Hubs now let you organize data views into unified collections that you can share with your team. Reuse the same view across multiple hubs—with no additional work. Create hubs based on a business process, like purchase orders, inventory management, or project tracking.

• For team managers, the main navigation bar now makes it easy to access hubs, views, and users, and to quickly open Claris Connect and Claris Customer Console.

• For team members, signing in to Claris Studio now takes you directly to your hubs, where you can easily open the views shared with you.

The view is getting better and better from here.

• Dashboard: Get a bird's eye view of your information. From existing data in a spreadsheet view, you can now create dashboard views with pie, line, or bar charts and summarized values (totals, averages, min and max values, and more). View your dashboards in Claris Studio or, via a web viewer, in Claris Pro.

• Kanban: Visually track the progress of your work for any project in this new view. Move cards—virtual sticky notes—across columns to show your progress. Create a new kanban view or make one from an existing spreadsheet or form view.

Two-way is the pro way.

• In addition to reading records from Claris Studio, Claris Pro can now create, update, and delete records in Claris Studio. That means you can now share data both ways across the Claris platform.

• Claris Pro can now search records in both Claris Pro and Claris Studio data.

• To get the latest update to Claris Pro, team managers can download it from the Resources tab in Claris Studio.

Help is on the way.

• Check out the new Claris Help Center and watch for updates.

...and more behind-the-scenes enhancements!

The view is beautiful from here.

• Views let you present and work with your data in more ways. In addition to forms, you can now create these new views:

  • Spreadsheet: In place of the Data tab, this familiar, powerful, and easy way to work with your data is now a view and has these new features.

    • Click near the row number to easily view and edit a record (row) as a form.

    • To quickly add existing data, import it as a CSV file.

    • Filter, sort, and group your data.

    • Make a quick chart of your data from any column in a few clicks.

    • Use the summary functions at the bottom of each column to get counts (unique, filled, or empty values), totals, averages, max and min values, and more.

  • List-detail: This popular screen layout lets users select one of the records in a list and then see the details.

    • The list and detail area are responsive, so the view automatically adjusts to work well on large and small displays.

    • In Settings for the list, simply choose the fields to show and add a title—the layout of the list is handled for you.

• In the new Views tab:

  • You can add, delete, and share views.

  • From any view, you can now create a different view that uses the same data. For example, from a form view, you can create a spreadsheet view to work with submitted form data.

  • Thumbnail images now help you identify each view more quickly.

• When you share a spreadsheet or list-detail view, anyone with the link can add, edit, and delete data.

• Sharing a view can now be disabled. Each time you enable sharing for a view, a new sharing link is created. When you disable sharing, the previously created link stops working.

You'll really become attached to this.

• The new attachment field lets users upload, download, and delete images or other files in a record.

• Supported image formats in attachment fields are JPEG, PNG, GIF, and BMP. Files of any type can be up to 5 MB.

Teams rock!

• Users can now use one Claris Studio ID to join multiple teams. Use the Team menu in Claris Studio to switch between teams.

• In the Teams tab, team managers can now resend an invitation to a pending user.

...and more under-the-hood goodness!

• Claris Studio is the new center for:

  • Managing your team – Invite users to join your team and have read-only access to your team's Claris Studio data using Claris Pro. You can also promote users to the team manager role.

  • Creating web forms – Team managers can create, edit, and share web forms to collect data to use in Claris Pro.

  • Downloading Claris Pro – Team managers can get a link to download Claris Pro to share with their team.

• In a form, the address field object lets you work with all the parts of an address (street, city, and so on) as one object.

• Sharing a form now gives you a link that allows anyone to view your form and submit data without signing in.

• Objects on shared forms now reflow as needed to fit small or large screen sizes. And previewing your form now lets you see how it will look on several screen sizes.

• When viewing data:

  • Row heights now dynamically adjust to fit the content.

  • Data is displayed using the same formatting options that are set in field objects.

• If you type a value in a date, time, or timestamp field, the date and time selector now displays the value you typed.

• You can now change the header text alignment.

• Lots of polish and a dab of color now make your form editing experience more fun.

...and more backstage magic!