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
Chapter 3 | Creating databases 59
Keep the following points in mind:
1 Any field type except summary can store a global value. For more information, see “About
indexing and storage options” on page 71.
1 Be sure to use a date field (instead of a text or number field) to store dates. To avoid confusion
when using dates, always use four-digit years.
1 Use text fields instead of number fields to store postal codes, phone numbers, and other values
with leading zeroes or characters like hyphens or parentheses.
1 Although you can’t find or sort records based on a container field, you can define a text field to
describe or identify the contents of the container. Then, you can find or sort records based on
the data in that text field.
To change the way data is displayed in text, number, date, time, and timestamp fields, see
“Formatting field data on a layout” on page 93.
Creating and changing fields in the Field Picker dialog box
When you create a new database, FileMaker Pro opens the file in Layout mode, and displays a
blank layout and the Field Picker dialog box. Use the Field Picker dialog box to define fields for
the database, and to add or change fields for an existing layout.
Note Fields are not automatically added to the layout when you define them in the Field Picker
dialog box. To have fields placed on a layout when you define them, select Add newly defined
fields to current layout in the Layout tab of the Preferences dialog box before you define the
fields.
1. If the Field Picker dialog box is not open, in Layout mode, click in the layout bar.
Summary fields produce results
from values in multiple records
Salesperson Item Qty Extended Price
David Michaels FB3 1 $3.95
David Michaels FB4 1 $17.50
David Michaels FB1 2 $19.90
David Michaels FB5 3 $52.50
Total $93.85
Sophie Tang FB6 2 $39.00
Sophie Tang FB7 5 $77.50
Sophie Tang FB2 2 $45.00
Total $161.50
Grand Total $255.35
Sales Report
Calculation fields produce results from values in
the current record or related records
Favorite Bakery Confidential June 2014