proofchat

Add an "Open Chat" Button

How to add a button in your FileMaker app that opens ProofChat using the `Open Chat in new window` script.

Overview

After you copy ProofChat into your file and complete configuration, you need a way for users to open the chat. The simplest approach is to call the Open Chat in new window script from a button in your solution.

Where to find the script

  • Folder: ProofChat → ProofChat Script API
  • Script: Open Chat in new window

This script ensures the required data is set up, then opens a new document window named Chat using the ProofChat layout.

Add a button to your layout

  1. Open the layout where users should access ProofChat.
  2. Create a new button and label it, for example, "Open Chat".
  3. Set the button action to Perform Script.
  4. Choose Open Chat in new window from the ProofChat → ProofChat Script API folder.
  5. Leave the parameter empty for the default behavior.

That’s it—clicking the button will open the chat in a new window.

What this looks like

  1. Button setup on your layout

Button setup calling your wrapper script

  1. Your wrapper script (optional) just calls the API script

Simple wrapper script calling Open Chat in new window

  1. The API script that opens the chat window

Open Chat in new window in the ProofChat → ProofChat Script API folder

Optional variations

  • Add the button to your main navigation so it’s always available.
  • Wrap the call in your own script (e.g., Open Chat Button) if you need to manage context first.
  • Use a custom icon or add keyboard shortcuts via your own scripting.

Next Steps

After adding the chat button to your solution:

  1. Test the button: Click your new "Open Chat" button
  2. License activation: The first time you open ProofChat, you'll be prompted to activate your license - see License Activation
  3. OpenAI setup: After license activation, you'll configure your OpenAI API key - see OpenAI API Key Setup
  4. Start chatting: ProofChat will be ready to use immediately after these steps
  5. Optional configuration: For advanced settings, visit Configuration Scripts to customize ProofChat further

First Launch

When you first click the chat button, ProofChat will guide you through license activation and OpenAI API key setup before you can access the chat interface.

Troubleshooting

  • If the chat window does not appear, confirm that the script exists in the ProofChat → ProofChat Script API folder.
  • Ensure the ProofChat layouts were copied and named correctly per the copy guide.
  • Run the script manually from Script Workspace to see any script errors.