User manual
Table Of Contents
- Preface Introducing FileMaker Pro
- Chapter 1 Using databases
- About database fields and records
- Opening files
- Opening multiple windows per file
- Closing windows and files
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Finding records
- Making a find request
- Finding text and characters
- Finding numbers, dates, times, and timestamps
- Finding ranges of information
- Finding data in related fields
- Finding empty or non-empty fields
- Finding duplicate values
- Finding records that match multiple criteria
- Finding records except those matching criteria
- Deleting and reverting requests
- Viewing, repeating, or changing the last find
- Hiding records from a found set and viewing hidden records
- Finding and replacing data
- Sorting records
- Previewing and printing databases
- Automating tasks with scripts
- Backing up database files
- Setting preferences
- Chapter 2 Creating databases
- Chapter 3 Working with related tables and files
- Chapter 4 Sharing and exchanging data
- Chapter 5 Protecting databases with accounts and privilege sets
- Chapter 6 Converting FileMaker databases from previous versions
- Index
70 FileMaker Pro User’s Guide
4. Edit tables and match fields for the relationship.
5. Select options for the relationship.
6. Click OK.
For more information about creating and editing relationships, see
Help.
Summarizing data in portals
You can summarize data that’s in a related field displayed in a portal.
The portal can contain records from a related table or from the same
table (a self-join).
To summarize data in portals:
1. Create a calculation field in the table in which you want the total
to be displayed.
To Do this
Change a table Select a different table from the Table list.
Change a match field Select the new match field and click Change.
Add a match field Select the new match field and click Add.
Change the relational
operator
Select a new relational operator from the list and
click Change.
See “Relationships using comparative operators” on
page 66.
Duplicate a pair of
relationship criteria
Select the paired criteria from the list in the lower
part of the dialog box and click Duplicate.
Delete a pair of
relationship criteria
Select the paired criteria from the list in the lower
part of the dialog box and click Delete.
Select options for the tables in
the relationship
Select the
relational
operator
To Select
Add a related record (to the
related table) whenever you enter
data into a related field in a
record of the current table. (See
“Adding and duplicating
records” on page 20.)
Allow creation of related records in this table via
this relationship.
When this option is selected, entering data in
a related field that has no corresponding
related record creates a related record based
on the match field in the current table.
Delete matching records (in the
related table) whenever you
delete a matching record in the
current table. (See “Deleting
records” on page 21.)
Delete related records in this table when a
record is deleted in the other table.
This option deletes related records even when
you’re browsing a layout that doesn’t display
the related records.
Sort related records. Sort records. Then, in the left list in the Sort
Records dialog box, double-click the fields to
sort. To change the order in which fields are
sorted, drag fields in the right list into the
order you want. Select other options, then
click OK.
Selecting this option does not affect the sort
order in the related file.