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
164
Related records
See also Records; Relational databases
adding 26, 120
copying 26
deleting 27
, 120
described 111
displaying in portals 92
duplicating 26
finding and omitting 38
placing in portals 92
sorting 120
summarizing data 120
Related tables
described 111
planning 51
Relational databases
described 15
, 108
match fields
described 111
planning 112
planning 51
, 117
portals 111
related tables
described 111
planning 51
terminology 111
Relational operators 111
, 115, 119
Relationships
See also Relational databases
changing 119
comparative 115
creating 118
described 111
multi-criteria 114
planning 54
returning range of records 116
self-joining 117
single-criteria 113
types 112
Relationships graph
creating relationships 118
described 111
, 112
text notes in 118
Repeating find requests 41
Report layout
described 77
with grouped data 77
Reports
See also Columnar list/report layout; Layouts; Subsumma-
ries
creating 73
previewing 45
records in columns 79
with grouped data
creating 77
printing 45
Restricting access. See Accounts; Privilege sets
Retrieving data from other files. See Exchanging files
Reverting find requests 41
Right-click to display context menu 14
Rights. See Accounts; Privilege sets
Rulers, showing and hiding 85
S
Saving
data automatically 20
files 20
found set as snapshot link 12
shared files 125
to Excel and PDF formats 130
Scatter charts 105
Screen stencils, in Layout mode 87
Script triggers 12
, 49
Scripts
copying 21
described 12
, 49
performing 49
printing 48
Searching. See Finding records
Secondary files. See Relational databases
Security, file
network guidelines 151
operating system guidelines 150
planning 141
, 150
Selecting
fields 27
, 88
objects 88
records 24
Selection tool 88
Self-contained copies of files 21
Self-joins
described 117
for summarizing data in portals 120
Server. See Host; FileMaker Server
Settings. See Preferences
Shared files
See also Networks
accounts 142
clients 125
host 125
limitations 124
on web 136
opening 17
privilege sets 142
saving 125
setting up privileges for 138
Shortcut menu, choosing from 14
Simple Mail Transfer Protocol (SMTP), sending email
through 130
Single-page form layout. See Table View
Slide controls
described 81
finding and replacing field values 43
including in tab order 27
Slide panels, described 81
Slider, for moving through records 24
Snapshot links, saving and sending found set as 12
, 32