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 2
Using databases
This chapter explains the basics of how to:
1 open, close, and save files
1 create records in a database
1 add and edit data in fields
1 find records using different criteria
1 omit records from the found set
1 find and replace data
1 sort data
1 print data, scripts, table and field information, and the relationships graph
1 use scripts
See Help for detailed, comprehensive information and step-by-step procedures about using
FileMaker
Pro.
Note Some procedures refer to using a shortcut menu. To display a shortcut menu (context
menu), right-click or Control-click an object or area to see a list of commands. You can use the
Control Panel (Windows) or System Preferences (Mac OS) to configure your mouse, trackpad, or
input device. For example, you can set up a secondary button on a mouse.
About database fields and records
A database is a collection of information, or data, that you can organize, update, sort, search
through, and print as needed. Unlike an electronic spreadsheet, which is used to tabulate and
calculate data stored in the cells of a rectangular table, a database is a collection of knowledge
tied together by a schema that describes the organization of database tables, their fields, and the
relationships between the fields and tables.
Certain tasks are better suited to each of these important business productivity tools.
Spreadsheets are best used for tasks such as maintaining a business ledger, where data needs
to be recorded and calculated, but not presented or analyzed in multiple formats. Databases are
best for tasks such as inventory control, where you need to track consumption and losses and
generate reports on inventory status over time. An inventory database can sort and report on
inventory information in many ways, allowing you to analyze data by item type, by sales figures,
by monthly consumption, and so on.
Your own address book or filing cabinet is an example of a simple database. With the address
book and filing cabinet, you store similar pieces of information organized for easy retrieval. With
a filing cabinet, you must choose a way to sort your data, for example, alphabetically by last name
or by region. By storing contacts and addresses in FileMaker
Pro, you can organize your
information in many ways. You can sort your information by country, city, last name, or even sort
by all three of these fields.