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
152
M
Macros. See Scripts
Mail merge, using merge fields 88
Mailing labels 75
Manage Database dialog box, creating and changing fields
in 59
Managing layouts and layout folders 72
Margins, displaying in Preview mode 44
Match fields
See also Fields
described 103
, 104
in import update 123
Matching records, updating 123
Mathematical operators 62
Maximum characters in fields 27
Maximum for summary fields 64
Merge fields
described 45
placing on a layout 88
Merge format 121
Microsoft Excel format
importing and exporting 121
saving data as 120
Minimum for summary fields 64
Mode pop-up menu 21
, 71
Modifying fields in Table View 61
Mouse, configuring in System Preferences (Mac OS) 13
Moving
field to field 26
record to record 24
Multimedia files 57
N
Naming
databases 55
fields 59
tables 71
Network security guidelines 141
Networks
cross-platform 11
, 115
FileMaker Server 115
New Layout/Report assistant, described 72
Non-shared files 133
Number fields
See also Fields
described 57
entering and editing values in 27
finding 34
formatting 91
Numbers
formatting 91
invalid 35
O
Objects, layout
aligning to other objects 80, 82
described 79
formatting 80
locked 84
positioning 81
selecting 84
setting auto resize options 82
ODBC
overview 122
using FileMaker as client
described 126
supplemental fields 65
using FileMaker as data source
field name considerations 57
privileges for 130
, 137
Omitting
fields during printing 88
records 39
related records 37, 40
Opening
files 15
multiple windows 18
Operators
comparison 62
in find requests 32
, 36
mathematical 62
relational 103
, 107, 111
Operators list 32
Options, file 49
OR searches 38
P
Page breaks, viewing in Preview mode 44
Page margins, viewing in Preview mode 44
Page numbers
in layout parts 74
viewing in Preview mode 44
Page orientation for printing 45
Panels, tab panels on layouts 71
Paragraphs, formatting 90
Parts. See Layout parts
Passwords
defining 134
protecting files with 133
related files, planning 54
PDF documentation 7
PDFs, saving data as 120
Photos, in container fields 57
Picture fields. See Container fields
Pie chart icon in status toolbar 32
Pie charts
described 97
Planning
databases 50
file security 132
relational databases 50