User manual
Table Of Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using databases
- About database fields and records
- Opening files
- Opening multiple windows per file
- Closing windows and files
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Finding records
- Making a find request
- Performing quick finds based on data in one field
- Finding text and characters
- Finding numbers, dates, times, and timestamps
- Finding ranges of information
- Finding data in related fields
- Finding empty or non-empty fields
- Finding duplicate values
- Finding records that match multiple criteria
- Finding records except those matching criteria
- Saving find requests
- Deleting and reverting requests
- Viewing, repeating, or changing the last find
- Hiding records from a found set and viewing hidden records
- Finding and replacing data
- Sorting records
- Previewing and printing databases
- Automating tasks with scripts
- Backing up database files
- Setting preferences
- Chapter 3 Creating databases
- Planning a database
- Creating a FileMaker Pro file
- Defining database fields
- Using supplemental fields
- Setting options for fields
- Defining database tables
- Creating layouts and reports
- Setting up a layout to print records in columns
- Working with objects on a layout
- Working with fields on a layout
- Working with parts on a layout
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing and exchanging data
- Sharing databases on a network
- Importing and exporting data
- Saving and sending data in other formats
- Sending email messages based on record data
- Supported import/export file formats
- ODBC and JDBC
- Methods of importing data into an existing file
- About adding records
- About updating existing records
- About updating matching records
- About the importing process
- Converting a data file to a new FileMaker Pro file
- About the exporting process
- Working with external data sources
- Publishing databases on the web
- Chapter 6 Protecting databases with accounts and privilege sets
- Chapter 7 Converting databases from FileMaker Pro 6 and earlier
- Chapter 8 Security measures
- Index
164 | Sharing and exchanging data
In order to save files as Excel, you need the Allow Exporting Access privilege.
To save files as PDF, you need the Allow Printing Access privilege.
Note The saved file will only include fields that are on the layout when you
perform the save. If you want to include other fields (for example, fields on tab
panels that are not in front), use the Export Records command instead of Save/
Send Records As.
Sending email messages based on record data
You can use FileMaker Pro to send one, or multiple, messages to one or more
recipients. Generated email is sent using your default email application or
directly through SMTP (Simple Mail Transfer Protocol, a set of criteria for
sending and receiving email). You can enter values, or use values from fields
or calculations. You can also create scripts to send email.
For more information, see Help.
Supported import/export file formats
Every application stores its data files in its own file type or file format. Most
applications can also exchange information in certain other formats.
FileMaker Pro can import and/or export files in these formats, followed by
their filename extensions: Microsoft Excel (.xls, .xlsx), tab-separated text (.tab,
.txt), comma-separated values (.csv, .txt) , FileMaker
Pro 7 (.fp7), Merge
(.mer), HTML table (.htm), and XML (.xml). If you’re exchanging data with
another program, check the documentation that came with that program to
determine a common intermediary file format that both FileMaker
Pro and the
other program support.
Most file formats support data conversion only and do not import or export
formatting such as font, size, style, and color.
For information about file formats and the versions FileMaker Pro can import
and/or export, or about importing from sources such as XML, a digital camera
(Mac
OS), or Bento (Mac OS), see Help.
φμπ10_υσερσ_γυιδε.βοοκ Παγε 164 Μονδαψ, Αυγυστ 25, 2008 3:59 ΠΜ