User manual
Table Of Contents
- Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using FileMaker Pro
- About fields and records
- Opening and closing files
- Opening multiple windows per file
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Working with data in Table View
- Finding records
- Sorting records
- Previewing and printing files
- Backing up files
- Setting preferences
- Chapter 3 Designing and creating solutions
- Planning a solution
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Working with layout themes
- Working with layout object, part, and background styles
- 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
- Creating and editing charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing data
- Sharing databases on a network
- Importing and exporting 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 solutions on the web
- Chapter 6 Protecting files
- 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 Using FileMaker Pro Advanced
- Index
Chapter 5 | Sharing data 109
Saving and sending data in other formats
You can save FileMaker Pro data as a Microsoft Excel worksheet or a PDF file, allowing you to
give your record data to users who don’t have FileMaker
Pro.
FileMaker Pro lets you email the Excel worksheet or PDF file when you save it. You can also
create scripts to save records as Excel or PDF.
In order to save files as Excel, you need the Allow Exporting Access privilege. To save files as PDF,
you need the Allow Printing Access privilege.
Note The saved file will only include fields that are on the layout when you perform the save. To
include other fields (for example, fields on tab panels that are not in front), use the Export
Records command instead of Save/Send Records As.
Sending email messages based on record data
You can use FileMaker Pro to send one message, or multiple messages, to one or more
recipients. Generated email is sent using your default email application or directly through SMTP
(Simple Mail Transfer Protocol, a set of criteria for sending and receiving email). You can enter
values, or use values from fields or calculations. You can also create scripts to send email.
Publishing solutions on the web
If you have FileMaker Server, you can use FileMaker WebDirect to quickly and easily publish
layouts from your solutions on the web. You don’t need to install additional software—anyone with
compatible web browser software and access to the Internet or an intranet can connect to your
FileMaker
WebDirect solution to view, edit, sort, or search records, if you give them access
privileges. With FileMaker
WebDirect, data in the web browser updates automatically as
FileMaker
Server pushes data to the web browser.
For more information, see FileMaker WebDirect Guide.