User manual

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Table Of Contents

Preface Learning how to use FileMakerPro
- Registration and customer support
- Using the FileMakerPro documentation
  - How this guide is organized
  - A note about the illustrations
- Using FileMakerPro Help
Chapter 1 FileMaker Pro basics
- About databases
- About FileMaker Pro files
- Performing menu commands
  - Using toolbars
  - Using context menus
- Managing files
Chapter 2 Adding and viewing data
- About working with records in Browse mode
- Viewing records
- Adding and duplicating records
  - Adding and duplicating related records
- Deleting records
- About entering data in records
- About working with graphics, sounds,andmovies
- About working with text
- Working with OLE objects
Chapter 3 Finding and sorting information
- Finding records
- Sorting records
Chapter 4 Previewing and printing information
- About printing information in a database
- Preparing to print
- Previewing data on a layout
- Printing
Chapter 5 Creating a database
- Planning a database file
- Creating a FileMaker Pro file
- About defining database fields
- Setting options for fields
- Changing field definitions
- Deleting field definitions and data
Chapter 6 Creating and managing layouts and reports
- About layouts and reports
- Creating layouts and reports
- Working with, duplicating, deleting, orrenaming layouts
  - Setting up to print records in columns
  - Setting up View as Form, View as List, and View as Table
- About working with objects on a layout
- About working with fields on a layout
- About layout parts
Chapter 7 Customizing layouts
- Customizing fields on a layout
- Customizing the appearance of a layout
- Arranging objects
- Using tools to precisely position objects
- Controlling how things print
Chapter 8 Working with related files
- Displaying data from related files
- Working with relational databases
- Changing relationships
  - Choosing a different relationship for a portal
  - Summarizing data in portals
- Defining lookups between files
Chapter 9 Protecting databases with passwords and groups
- Defining passwords
- Deleting or changing passwords
- Defining groups
- Deleting or changing groups
- Passwords and groups: a comparison
Chapter 10 Creating scripts to automate tasks
- About scripts
- Creating scripts: an overview
  - Planning scripts
  - Storing settings before creating a script
  - Defining scripts
- About ScriptMaker steps
- Control script steps
- Navigation script steps
- Sort, find, and print script steps
- Editing script steps
- Fields script steps
- Records script steps
- Windows script steps
- Files script steps
- Spelling script steps
- Open Menu Item script steps
- Miscellaneous script steps
- Changing scripts
- Duplicating, renaming, or deleting scripts
  - Deleting scripts
- Importing scripts
  - To import a script
- Listing scripts in the Scripts menu
- Using buttons with scripts
  - Defining buttons
  - Copying, changing, or deleting buttons
- Example of a ScriptMaker script
  - Finding duplicate records
Chapter 11 Using formulas and functions
- About formulas
- About functions
Chapter 12 Importing and exporting data
- About import and export
  - About file formats
- Importing data into FileMaker Pro
  - Importing data into an existing file
  - Converting a data file into a new FileMakerPro file
- Exporting data from FileMaker Pro
  - Exporting subsummary data
Chapter 13 Sharing databases on a network
- About sharing files on a network
  - Working with shared files
- About hosting files
- Opening files as the host
- Closing shared files
- Opening files as a guest
Chapter 14 Publishing databases on the Web
- About publishing databases on the Web
- How users work with databases on the Web
- What you need to publish databasesontheWeb
- Publishing databases on the Web: an overview
- Enabling FileMaker Pro Web Companion
- Configuring FileMaker Pro WebCompanion
- Enabling Web Companion sharing
- Setting up browser views
- Testing your published database
- About browser views for web publishing
Chapter 15 Using ODBC with FileMakerPro
- About ODBC
  - ODBC terminology
  - ODBC support in FileMakerPro
- Sharing FileMakerPro data via ODBC
- Accessing FileMakerPro data from an ODBC client application
  - Configuring the ODBC control panel
- Importing data from other data sources
- An ODBC import example
- Importing ODBC data with a join
  - Specifying a SQL join
- Automating ODBC connections
Appendix A Customizing FileMaker Pro
- Setting application preferences
- Setting document preferences
  - Setting general document preferences
  - Setting document spelling preferences
Appendix B Backing up and recovering files
- Backing up files
  - Using a backup script
- Maintaining files
  - Saving a compressed copy
  - Understanding file damage
- Recovering damaged files
  - When to recover
Appendix C FileMaker Pro Quick Reference (Windows)
- Keyboard and mouse shortcuts
Appendix D FileMaker Pro Quick Reference (Mac OS)
- Keyboard and mouse shortcuts
Index

Customizing layouts

7-13

3. Click OK.

For more information about setting up layouts for web publishing,

see “Setting up browser views” on page 14-10.

Note Windows: To see all the available fonts, choose Format menu >

Font > Configure/More Fonts. In the Configure Font Menu dialog box,

select a font on the left and click Move to add it to the Font menu, or

double-click the font on the left to move it to the Menu list. Make

sure Show Fonts in Typeface is enabled to activate this option.

Specifying paragraph attributes and tab settings

In Browse mode, you can format individual paragraphs (including

setting tabs) for text in a field. In Layout mode, you can specify

paragraph attributes for fields that hold text and for text that’s not in

a field.

1. In Browse mode, select the text you want to format. Or, in Layout

mode, select the text or field you want to format.

See “Formatting text” on page 7-12 for more information about the

differences between formatting text in Browse and Layout modes.

2. Choose Format menu > Text.

3. In the Text Format dialog box, click Paragraph.

4. In the Paragraph dialog box, specify spacing and alignment.

5. To specify tab settings for the paragraph, click Tabs.

6. In the Tabs dialog box, specify tab settings.

7. Click OK.

Keep these points in mind:

1 You can specify vertical text alignment for text and fields. In

Layout mode, choose Format menu > Align Text, then choose Top,

Center, or Bottom.

1 You can use the text ruler to set margins or tabs for text data in

Browse mode or for text objects in Layout mode. You can’t use the

text ruler to format fields in Layout mode, you must use the

Paragraph and Tabs dialog boxes. The text ruler is documented in the

FileMaker Pro onscreen Help. Choose Help menu > Contents and

Index, click the Index tab, and type text ruler.

1 For more complete information about specifying paragraph and tab

settings, see the FileMaker Pro onscreen Help. Choose Help menu >

Contents and Index, click the Index tab, and type formatting text.

Choose text

attributes

Select one or

more styles

Specify paragraph and tab

settings (see the next section)

Align text

Indent text

Set tabs

Set line spacing and change

the units of measure

Set alignment for a tab

Specify the tab’s position

Specify a fill character

Current tab

settings