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 layout parts
- Working with layout object, part, and background styles
- 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
163
Planning
databases 51
file security 141
relational databases 51
Pointer tool. See Selection tool
Pointers to files. See Relationships
Popovers
described 82
finding and replacing field values 43
including in tab order 27
Pop-up menus, displaying fields as 91
Portals
See also Relational databases
adding records 26
deleting records 27
described 111
, 114
filtering records in 120
omitting related records 41
placing related records 92
selecting 88
selecting records 24
summarizing data in 120
Positive/negative column charts 105
Preferences
application 50
described 50
file 50
Preview mode, described 22, 45
Previewing printing. See Printing
Previewing columns 79
Primary keys. See Match fields
Print area, viewing 45
Printing
Asian text 99
blank records 46
described 44
envelopes 46
, 47
information about database 48
labels 46
, 47
previewing 45
records 45
records in columns 79
scripts 48
Privilege sets
Data Entry Only 140
defining 147
described 138
Full Access 140
, 148
predefined 140
Read-Only Access 140
viewing 144
Protecting files. See Accounts; Authorizing files; Privilege sets
Publishing databases on the web 136
Q
Quick charts, creating 30, 105
Quick finds
See also Finding records
badges in fields 32
configuring 32
described 31
enabling 32
performing 31
Quick Start Screen, described 16
Quotation marks in searches 34
, 35
R
Radio buttons, displaying fields as 91
Ranges of information, finding 37
Read-Only Access privilege set, described 140
Recent files 18
Record locking 128
Records
active 24
adding 25
, 30, 132
browsing
in a list 22
individual 22
copying 25
, 30
deleting 30
deleting related 27
described 16
, 17
displaying sorted related 120
duplicating 25
, 30
exporting 135
filtering in portals 120
finding 31
hiding 42
locked 128
matching 133
moving through 24
omitting 40
printing in columns 79
selecting 24
sorting 35
, 43
in Table View 30
related records 120
viewing as forms, lists, or tables 22
working with in Table View 30
Recurring imports
account for setting up 131
described 130
Related fields
See also Fields; Relational databases
calculations 64
described 111
on layouts 90
planning 54
summarizing data 120
Related files, restricting access 55