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
- Working with layout themes
- 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
- Creating and editing 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 11 and earlier
- Index
Chapter 4 | Working with related tables and files 104
Because each relationship represents an additional set of criteria, you must be aware of your
context within the relationships graph. Context is the point in the graph from which a relationship
is evaluated. Because the graph is never a cycle, each point along the graph offers a different
perspective into your data.
Because FileMaker Pro does not permit you to create cycles within the relationships graph, any
attempt to create a cycle causes FileMaker
Pro to generate a new, uniquely named table
occurrence. A new occurrence functions like any other occurrence in the graph and allows you to
continue with your new relationship.
For more information about the relationships graph, see Help.
About match fields for relationships
When you create a relationship between tables, you choose one or more fields in each table as
match fields. Match fields usually have common values. In a typical relationship, a record in one
table will be related to records in another table that share a common match field value.
For example, a Customers table and an Invoices table can each use the field Customer ID to
uniquely identify each customer and purchase. If the two tables are related using Customer ID as
the match field, a record in the Customers table can display a portal showing each invoice with a
matching Customer ID, and in the Invoices table, each invoice with the same Customer ID can
display consistent customer data.
The match fields used in a relationship can have different names. Match fields can be any field
type except container or summary.
Types of relationships
When you join two tables using a relationship, you establish criteria that FileMaker Pro uses to
display or access related records.
Your criteria can be simple, such as matching a field in Table A with a field in Table B, or more
complex. A more complex relationship definition will usually return a narrower set of related
records. Examples of complex relationships include using multiple match fields on one or both
sides of the relationship, comparing match fields using non-equal relational operators, or using
calculated match fields.
Single-criteria relationships
In a single-criteria relationship, data in one field is matched to data in another field.
For example, a record in either table is related to any record in the other table when the values
TextFieldA and TextFieldB are the same.
Match field Match field