Claris Studio Introduction


Course Facts

  • 1 day course
  • Our Trainers are Authorised Professionals
  • Live Online or Classroom-based
  • Certificate of completion
  • Maximum class size of 6 for scheduled courses
  • Unlimited support after your course
  • Courses at all levels: Introduction, Intermediate, Advanced and Masterclasses

Course Outline

  • Understanding Claris Studio
  • Setting up Claris Studio
  • Working with Forms
  • Working with the List-Detail view
  • Working with the KanBan view
FULL OUTLINE

Private One-to-One Training

One-to-one tuition tailored to your exact requirements. Your choice of duration, dates and content.

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Team Training for Companies

Group bookings provide you with the most cost-effective way to train your team.

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Team Training and Bespoke Sessions

Booking a private training session allows you to focus on your exact needs on dates that work best for you or your team.

  • Sessions can be run online or in person, on your site or at our London training centre.
  • We manage training for many of the UK’s largest companies, taking care of all the admin, working with you to ensure the perfect course.
  • Our expert trainers will first understand your requirements and then tailor each session to your exact specification.
  • We offer a free consultation service to work out every detail of your course.

Prices for bespoke sessions with our expert trainers start at £525 + VAT.

Overview

Claris Studio is the web-based platform that makes it easy to gather, analyse and manage your data online. Claris Studio offers custom forms, lists, dashboards, kanbans, charts and other cloud-native, no-code Views, to make data management and data insights easy. Connecting to Claris Pro (essentially FileMaker Pro) and Claris Connect, Claris Studio is an all-in-one web environment that lets you master professional data management with ease.
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Course Outline

Understanding Claris Studio

  • Web Form Builder
  • Cloud Data Storage
  • Direct connections to Claris Pro, Claris Go and Claris Server
  • Freemium model

Setting up Claris Studio

  • Connecting to Claris Studio using your Claris ID
  • Adding users to the team
  • Understanding data Views: Forms, Spreadsheet/Table view, List view, KanBan view and Dashboards
  • Publishing a view including forms for data entry
  • Viewing and editing data using Claris Pro
  • Grouping users and views to form Hubs

Working with Forms

  • Using Forms for anonymous data collection
  • Creating workflows using multiple pages
  • Adding fields and other objects to the page
  • Adding label and placeholder text
  • Adding mandatory and other validations
  • Design adjustments including light and dark mode and device selection
  • Adding additional views to a form eg. List or KanBan view
  • Previewing and sharing forms
  • Viewing the collected data from with the Claris Studio Form Builder

Working with the List-Detail view

  • Using the List and Record Detail view for a found set of records
  • Sorting records
  • Adding a spreadsheet view to a List-Detail view
  • Adding new records and editing data

Working with the KanBan view

  • What are KanBans?
  • Moving data from one column to another
  • Adding a spreadsheet view to a KanBan view
  • Grouping, Filtering, Sorting and Searching in KanBan view

Working with the Spreadsheet view

  • Migrating data from Claris Pro to a spreadsheet view in Claris Studio
  • Adding Form, List-Detail, Kanban and Dashboard views to a Spreadsheet view
  • Adding new records and editing data
  • Working with different types of data using popovers
  • Grouping, Filtering, Sorting and Searching in Spreadsheet view
  • Using Table Actions such as Import and Export
  • Summarising data in the Footer area
  • Creating Bar, Pie and Line charts from spreadsheet data

Working with Hubs

  • Understanding Hubs as a central location to manage a collection of views
  • Organising hubs by job function, business process, or task
  • Sharing hubs with specific team members
  • Reusing views across multiple hubs

Using Claris Pro with Claris Studio

  • The difference between Claris Pro and FileMaker Pro
  • Signing into Claris Pro with a Claris Studio ID
  • Connecting a Claris Studio Data Source
  • Working with a Claris Studio Data Source

Our Clients

Our Recent Success Stories

InDesign Training

InDesign

Amy's Story

Graphic Designer at Bedfont Scientific

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Resolve

Greg's Story

Head of Video at Hurst UK

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Sumble's Story

Graphic Designer at Houses of Parliament

30 years working with Claris
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Why Transmedia?

Unlimited Training Support

We offer unlimited training support after your course.

Bespoke Training Solutions

Customised training and software solutions based on your exact specification.

Worldwide Creative Skills Training

Join our authorised training courses live online from anywhere in the world.

Authorised Training Professionals

Our experts are accredited by Adobe, Apple and Claris and bring years of experience and real-world expertise.

Courses Live Online

Join our virtual classrooms to learn from the comfort of your own space in real time from our accredited training experts.

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Classroom Training

Join us at one of our Authorised Training Centres for a traditional classroom-based experience.

We have everything ready for you to have the best training experience.

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Private Courses

One-to-one tuition or a private group training with just you or your colleagues.

We can train you live online, at one of our centres or onsite, wherever you are located.

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