Help

Creating and managing layouts and reports
F
ILEMAKER PRO HELP 220
3. To include or exclude a layout, folder, or separator line in the Layout pop-up menu, select
the checkbox next to the item in the list, then select Include in layout menus.(See also
Reordering and excluding layouts in the Layout pop-up menu.)
When you create a layout, it is automatically added to the Layout pop-up menu.
Expand or collapse
a folder
Click the expand/collapse icon to the left of the folder name, or
press the + or - key (Windows) or the Right Arrow or Left Arrow
key (OS
X).
Duplicate, delete, or
rename a layout
See Duplicating, deleting, or renaming layouts.
Rename a folder Double-click the folder to rename. Type a new name in the Edit
Folder dialog box, and click OK.
Duplicate a folder Select the folder, and click Duplicate. The folder name is
duplicated, with Copy appended to it, and all its layouts and
subfolders are duplicated.
Move a layout into a
folder
Expand the folder you want (see above). Use the double arrow
to the left of the layout to drag it under the expanded folder. If
the layout is at the end of the folder, use the four-pointed arrow
to indent the layout under the folder name. The layout appears
in the selected folder’s submenu in the Layout pop-up menu.
To move a layout out of a folder, with the folder expanded, use
the four-pointed arrow to drag the layout to the left, indicating
that it’s out of the folder.
Delete a folder Select the folder to delete, and click Delete, then click Delete in
the alert message. You can’t undo deleting a folder. The folder
and all its layouts and subfolders are deleted.
Reorder a layout or
folder in the list and
have those changes
appear in the Layout
pop-up menu
See Reordering and excluding layouts in the Layout pop-up
menu.
View folders and
their contents by
folder name
In the list in the upper left of the dialog box, choose a folder
name. You see the folder’s layouts and subfolders.
To show all layouts, choose Show All.
Filter the list of
folders and layouts
by name
In the box in the upper right of the dialog box, type all or part of
a folder or layout name. The list filters as you type: typing a
layout name displays the layout in the list, and typing a folder
name displays the folder and its layouts and subfolders.
To show all folders and layouts, clear the box.
Open a layout in a
document window
Select the layout in the list, and click Open.
Create a separator
line for grouping
items in the Layout
pop-up menu
See Reordering and excluding layouts in the Layout pop-up
menu.
To Do this