User manual

ManualsBrandsClaris FileMaker ManualsApplicationsFileMaker Pro 5

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

Index

I-15

copying 2-14, 6-13

cutting 2-14, 6-13

deleting 2-14, 6-13

editing 2-14

fields 5-4

finding 3-3

formatting 6-22, 7-12

line spacing 7-13

operators 11-4

paragraphs 7-12

pasting 2-14, 6-13

removing 2-14

replacing 2-14

rotating 7-18

selecting 2-13, 6-12

styles 7-12

tool 7-10

typing values in fields 2-7

using drag and drop A-2

Text fields. See Text

Text Formatting toolbar 1-5

Text functions 11-5

Text ruler

changing text attributes 7-12

setting tabs 7-12

showing/hiding 7-20

Text tool 7-10

Themes, layout 6-5

Time

See also Time fields

current 2-10

finding 3-4

formatting 6-24

functions 11-7

inserting on layout 7-11

invalid 3-4

symbol, formatting 6-24

Time fields

See also Fields; Time

described 5-4

entering data 2-7

typing values in 2-7

Title headers and footers

described 6-25

Today’s date, finding 3-4

Toolbars, described 1-5

Tools

described 6-11

locking 7-14

switching between 7-14

tool palette

field tool 6-16

tools palette

line tool 7-14

oval tool 7-14

portal tool 6-19

rectangle tool 7-14

rounded rectangle tool

7-14

selection tool 6-12

text tool 7-10

working with 7-14

Tools toolbar 1-5

Tooltips 1-5

Total for summary fields 5-7

Totals. See Summaries

Trailing summaries 6-26

Transactions, Web 14-8

Trigger fields. See Match fields

Troubleshooting xi

True 6-22, 11-3

T-squares

adjusting 7-20

described 7-20

showing/hiding 7-20

Tutorial xv

Typing in fields 2-7

U

Unauthorized users. See Access

privileges

Ungrouping objects 7-17

Unsorting records 3-9

Unstored results 5-11

Update, import 12-2

Updating files. See Converting

Updating lookup values 8-13

Updating records. See Importing

URLs, opening 2-8, 10-9, 14-3

User dictionaries. See

Dictionaries

User names

current

pasting into fields 2-10

script step 10-7

inserting on layout 7-11

setting A-2

Using data from other files. See

Exchanging files

V

Validating fields 5-9

Value lists

See also Checkboxes; Pop-up

lists; Pop-up menus; Radio

buttons

access privileges 9-1

copying 7-5

custom sorting by 3-8

defining 7-3

deleting 7-5

described 7-3

Edit items 2-9, 7-6

editing 2-9

naming 7-3

options 7-4

Other items 2-9

showing/hiding 2-9

Values

copying 2-8

displaying 7-6

finding duplicates 3-6

finding exact 3-3

inserting indexed 2-7

looking up automatically 8-6

Values, field. See Field values

View as Form 2-2

View as List

described 2-2

subsummaries 6-28

View as Table 6-4, 6-5

described 2-2

setting properties 6-10

Viewing records as forms, lists, or

tables 2-2

Views, Web 14-14

appearance 14-11

setting up 14-10

Virtual results 5-11

W

WAV format 2-12

Web

access 14-4

described 14-2

field name considerations 5-3

hosting databases on 14-2

terminology 14-1

web servers 14-2

Web browser. See Browser, Web

Web Companion

See also Instant Web

Publishing

and tab order 7-9

configuring 14-7

default settings 14-7

enabling A-4

functions 11-13