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
- Working with data in Table View
- Finding records
- Performing quick finds in Browse mode
- Making find requests in Find mode
- 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
- Viewing, repeating, or changing the last find
- Saving find requests
- Deleting and reverting requests
- 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
- Creating and changing fields
- Setting options for fields
- Creating 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
- Displaying data in charts
- 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
- Setting up recurring imports
- 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
- Protecting databases with accounts and privilege sets
- Creating accounts and privilege sets
- Viewing extended privileges
- Authorizing access to files
- Security measures
- Enhancing physical security
- Enhancing operating system security
- Establishing network security
- Backing up databases and other important files
- Installing, running, and upgrading antivirus software
- Chapter 7 Converting databases from FileMaker Pro 6 and earlier
- Index
30 FileMaker Pro User’s Guide
For more information about working with data in Table View, see Help.
Finding records
To find particular records in your database, you can:
1 perform a quick find in Browse mode (see “Performing quick finds in Browse mode” on page 30)
1 make a find request in Find mode (see “Making find requests in Find mode” on page 31)
Performing quick finds in Browse mode
If a layout is enabled for quick find in Browse mode, you can use the search box in Browse mode to search
for data across multiple fields on the layout. Quick find is helpful if the data you are looking for might be in
multiple fields or if you don’t know which field contains the data.
By default, layouts are enabled for quick find and all fields that are supported for quick find (including merge
fields) are set to be included in the search. Quick find does not search summary, container, or global fields.
Note While quick finds are an easy way to search for data, they can work slowly depending on the type of
data in the database. For example, unstored calculations or related or remote data can slow progress,
compared with data that's local or stored.
To perform a quick find
1.
In Browse mode, type one or more words in the search text box in the upper-right corner of the status toolbar.
2. Press Enter (Windows) or Return (Mac OS).
The search includes all the fields that are enabled for quick find on the layout. Your find request returns
a found set of records.The light green area of the pie chart
in the status toolbar indicates the portion
of the total records displayed.
Copy the data in a record Right-click the left or right margin of the record that you want to copy, then choose
Copy Record from the shortcut menu. You can paste the copied, tab-separated data
into a field or into Microsoft Excel.
Sort records 1 Click a column heading (field) to change the sort direction. (You must have Sort
data when selecting column selected in the Table View Properties dialog box.)
1 Select one or more columns (fields), then right-click and choose a sort order from
the shortcut menu. If you select multiple columns, the order of the columns (left
to right) determines the sort order. (You can also choose Sort by Value List and
select a value list from the submenu.)
1 Right-click the left or right margin of a column, then choose Sort Records. For
more information, see
“Sorting records” on page 42.
Create a dynamic report For information, see Help. For example, you can create a quick report to group your
data by a field, display subtotals for a field, or create subtotals for each group of data.
Save data as a Microsoft Excel file or Adobe
PDF file, or save the current found set of
records as a snapshot link
Right-click the left or right margin, then choose an option from the Save/Send
Records As shortcut menu.
Send email messages based on record data Right-click the left or right margin of the record, then choose Send Mail from the
shortcut menu.
To Do this in Browse mode