Copy ProofChat into Your File

Overview

This guide walks you through the process of copying all ProofChat components into your existing FileMaker file. This approach allows you to maintain your current file structure while adding ProofChat's AI capabilities directly to your solution.

Integration Steps

Step 1: Copy Custom Functions

First, you need to copy all custom functions from the ProofChat file into your target file.

1. Open both files: Have both your target file and the ProofChat file open in FileMaker Pro
2. Access custom functions: In the ProofChat file, go to File > Manage > Custom Functions...
3. Copy custom functions: Select all ProofChat custom functions and copy them
4. Paste in target file: In your target file, go to File > Manage > Custom Functions... and paste the copied functions
5. Verify functions: Ensure all custom functions are present and accessible

Step 2: Copy ProofChat Data Tables

Next, copy all data tables that begin with pc_ from the ProofChat file to your target file.

1. Identify PC tables: In the ProofChat file, go to File > Manage > Database... and note all tables with the pc_ prefix
2. Copy table structures:
   • Select each pc_ table in the ProofChat file
   • Copy the table structure (fields, field types, validation, auto-enter options)
3. Create tables in target file: In your target file, create new tables with identical structures
   • Maintain the exact pc_ naming convention
   • Preserve all field definitions, types, and options
   • Ensure validation rules and auto-enter calculations are identical

Step 3: Recreate PC Table Relationships

Recreate the relationships between the PC tables in your target file's relationship graph.

1. Study ProofChat relationships: In the ProofChat file, examine the relationship graph to identify connections between pc_ tables
2. Add table occurrences: In your target file's relationship graph, add table occurrences for all pc_ tables
3. Recreate relationships: Connect the table occurrences using the same relationship criteria as in the ProofChat file
4. Verify relationship settings: Ensure all relationship options (allow creation, deletion, sorting) match exactly

Step 4: Create ProofChat Layouts

Create the basic layout structures for all ProofChat layouts in your target file.

1. Identify ProofChat layouts: In the ProofChat file, locate all layouts in the "ProofChat" folder (should be 7 layouts)
2. Create layout folder: In your target file, create a "ProofChat" folder in the layout list
3. Create basic layouts: For each ProofChat layout, create a new layout in your target file with:
   • The same name
   • The same base table occurrence
   • The same layout type (form, list, table, etc.)
4. Initial setup only: At this stage, just create the basic layout structure - don't worry about layout objects yet

ProofChat Layouts to Create:

📁 pc_ProofChat Layouts
├── 📄 pc_ProofChat
├── 📄 pc_ai_accounts_api
├── 📄 pc_chat_threads_api
├── 📄 pc_model_assignment_api
├── 📄 pc_model_assignment_account_api
├── 📄 pc_systems
└── 📄 pc_tools_api

Step 5: Copy ProofChat Scripts

Copy all scripts in the two specified folders from the ProofChat file to your target file.

1. Access scripts: In the ProofChat file, go to Scripts > Script Workspace.
2. Select the folders: Locate the folders named ProofChat Integration and ProofChat — these contain all ProofChat scripts.
3. Copy: Select both folders and copy them.
4. Paste: In your target file's Script Workspace, paste the copied folders.
5. Keep folder structure: Preserve the folder names ProofChat Integration and ProofChat to maintain organization.

Step 6: Copy Layout Contents

Now copy all layout objects and design elements from ProofChat layouts to your target file layouts.

1. Work layout by layout: For each of the 7 ProofChat layouts:
2. Copy layout parts:
   • Ensure header, body, footer, and any other parts match exactly
   • Copy part sizing and formatting
3. Copy all layout objects: Select all objects on the ProofChat layout and copy them
4. Paste to target layout: Paste all objects to the corresponding layout in your target file
5. Verify object properties: Check that all layout objects retain their:
   • Field assignments
   • Button actions and scripts
   • Formatting and styling
   • Conditional formatting
   • Object states and behaviors

Step 7: Import ProofChat Data

Import all data from the pc_ tables in the ProofChat file to your target file.

1. Prepare for import: Ensure your target file's pc_ tables are empty and ready for data import
2. Import data table by table: For each pc_ table:
   • Set up import from the ProofChat file
   • Map fields carefully to ensure data aligns correctly
   • Perform the import
3. Verify data integrity: After each import, verify that:
   • Record counts match
   • Data appears correctly in fields
   • Relationships function properly
4. Test related data: Ensure imported data maintains proper relationships between tables

Step 8: Review Field References

Check for any broken references in field definitions.

1. Review auto-enter calculations: Check all fields in pc_ tables for auto-enter calculations
2. Verify calculation fields: Ensure all calculation fields reference correct table occurrences and fields
3. Check validation: Verify field validation rules reference appropriate data
4. Test field functionality: Create test records to ensure all field behaviors work correctly

Step 9: Review Script References

Check for and fix any broken references in scripts.

1. Test script functionality: Run each ProofChat script to identify broken references
2. Fix layout references: Update any script steps that reference layouts to point to your newly created layouts
3. Verify table occurrence references: Ensure scripts reference the correct table occurrences in your file
4. Update navigation: Modify any navigation scripts to work within your file structure

Verification Checklist

After completing all steps, verify your integration:

• All custom functions copied and accessible
• All pc_ tables created with identical structures
• Relationships between pc_ tables recreated correctly
• All 7 ProofChat layouts created and populated
• All ProofChat scripts copied and functional
• All pc_ table data imported correctly
• No broken field references
• No broken script references
• ProofChat functionality accessible and working

Next Steps

Once you've completed this integration process:

1. Connect your app: Follow the Add an "Open Chat" button guide to connect your app to the chat
2. Test thoroughly: Create comprehensive tests to ensure all ProofChat features work correctly
3. Train users: Prepare training materials for users who will interact with ProofChat

This integration method requires careful attention to detail but results in a fully integrated solution with ProofChat capabilities built directly into your existing file.