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 2 | Using FileMaker Pro 23
Adding and duplicating related records
If you’re working with records in related tables, you can add records to a related table when you
enter data in a record in the current table.
Note You can only add related records from the current table if the relationship is defined to allow
the creation of related records. If a related table is in a write-protected file, or if you don’t have
access privileges to create records, FileMaker
Pro will not add or duplicate records. See “Creating
relationships” on page 94.
To Do this in Browse mode
Create a record in the current
table
Click New Record in the status toolbar.
Add a record to a related table 1 If the related field is in a portal, type data into the field in the last (empty) row
of the portal, then commit the record (for example, by clicking anywhere
outside the record or selecting another record).
1 If the related field isn’t in a portal, type data into the field, then commit the
record (for example, by clicking anywhere outside the record or selecting
another record).
Duplicate a record that is
displaying related data
Be sure no records in a portal are selected, then choose Records menu >
Duplicate Record.
Note Records in related tables are not duplicated.
Duplicate a related record in a
portal
Select the record in the portal, then choose Records menu > Duplicate
Record.
Portal with related
records from the Line
Items table
Type in the last row of
the portal to add a
related record to the
Line Items table