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

Working with related files

8-3

For example, a travel agency might store trip information in a Trip

file, then use it with client information that’s in a Client file and with

billing information that’s in an Invoice file.

You create a relational database by first defining a relationship in the

master file. Then you add the fields to display the data from the

related file on a layout of the master file. You can then work with the

data in the related fields in all modes when you work with records in

the master file.

When you enter a value in the match field of a record in the master file,

FileMaker Pro uses the relationship to access all the records in the

related file whose match field contains a value that satisfies the

requirements of the relationship. Then it displays data from the fields

of the related file in the current record of the master file.

When the related field is in a portal on the layout, values from all

related records are displayed.

When the related field is placed directly on the layout, the value from

the first (or only) related record is displayed in the field. (The first

related record that’s accessed depends on whether the related records

are sorted. See “Defining relationships for relational

databases and lookups” on page 8-10.)

Invoice file

A-200-61

Invoice No

6-Oct-2001

Date

C100

Client ID

Trip

ID Trip Name

T10

Cost $

NY-Roma 550.00

T20 Roma-Istan 700.00

Williams

Name

1,250.00Total

Client file

C100

Client ID

Williams

Client Name

408-555-3456

Phone

Trip ID

Trip Name

T10

NY-Roma

T20

Roma-Istan

Trip file

T10Trip ID

NY-RomaTrip Name

Route

ID Origin

R200

Destination

NY Paris

R42 Paris Roma

Master file

C200

Client ID

Smith

Client Name

408-555-1234

Phone

Route

Origin

R20

Destination

NY Paris

R42 Paris Roma

T10

Trip ID

T10Trip ID

R20Route ID

BostonOrigin

LondonDestination

T10Trip ID

R42Route ID

ParisOrigin

RomaDestination

Related file

All records in

the related file

are displayed

in a portal

Relationship

aster

fil

C200Client ID

SmithClient Name

408-555-1234Phone

Route

ID Origin

R42

Destination

Paris Roma

T10Trip ID

R20Route ID

BostonOrigin

LondonDestination

T10Trip ID

R42Route ID

ParisOrigin

RomaDestination

Related file

Related fields not

in a portal–only

the first record in

the related file is

displayed

Relationship