User manual

4 FileMaker Pro User’s Guide
Previewing and printing databases 34
Previewing data on a layout 35
Printing records 35
Printing scripts 36
Printing table and field information 37
Printing the relationships graph 37
Automating tasks with scripts 37
Backing up database files 37
Setting preferences 38
Chapter 2
Creating databases 39
Planning a database 39
Creating a FileMaker Pro file 42
Defining database fields 43
About naming fields 44
About choosing a field type 44
Defining text, number, date, time, timestamp, or
container fields 45
Defining calculation fields 46
Defining summary fields 48
Setting options for fields 49
Defining automatic data entry 50
Defining field validation 50
About storage and indexing options 52
Defining database tables 52
Creating layouts and reports 53
About layout types 55
Setting up a layout to print records in columns 57
Working with objects on a layout 58
Selecting objects 59
Working with fields on a layout 60
Placing and removing fields on a layout 60
Setting up checkbox sets and other controls on a layout 62
Deciding where to place related fields 63
About merge fields 63
Formatting field data on a layout 63
Allowing or preventing entry into fields 67
Working with parts on a layout 67
About layout part types 68
Chapter 3
Working with related tables and files 69
About relationships 69
Relational database terminology 71
About the relationships graph 72
About match fields for relationships 72
Types of relationships 72
Planning a relational database 76
Working with the relationships graph 76
Creating relationships 76
Changing relationships 78
Summarizing data in portals 79
About lookups 79
Creating lookups 79
Editing lookups 80
Chapter 4
Sharing and exchanging data 81
Sharing databases on a network 81
Enabling file sharing and hosting files 82
Opening shared files as a client 83
Opening shared databases remotely using a URL 84
Closing a hosted file 84