User manual
Table Of Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 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
- Working with data in Table View
- Finding records
- Performing quick finds in Browse mode
- Making find requests in Find mode
- 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
- Viewing, repeating, or changing the last find
- Saving find requests
- Deleting and reverting requests
- 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 3 Creating databases
- Planning a database
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Setting up a layout to print records in columns
- Working with objects on a layout
- Working with fields on a layout
- Working with parts on a layout
- Displaying data in charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing and exchanging data
- Sharing databases on a network
- Importing and exporting data
- Saving and sending data in other formats
- Sending email messages based on record data
- Supported import/export file formats
- Setting up recurring imports
- ODBC and JDBC
- Methods of importing data into an existing file
- About adding records
- About updating existing records
- About updating matching records
- About the importing process
- Converting a data file to a new FileMaker Pro file
- About the exporting process
- Working with external data sources
- Publishing databases on the web
- Chapter 6 Protecting databases
- Protecting databases with accounts and privilege sets
- Creating accounts and privilege sets
- Viewing extended privileges
- Authorizing access to files
- Security measures
- Enhancing physical security
- Enhancing operating system security
- Establishing network security
- Backing up databases and other important files
- Installing, running, and upgrading antivirus software
- Chapter 7 Converting databases from FileMaker Pro 6 and earlier
- Index
26 FileMaker Pro User’s Guide
Adding and duplicating related records
If you’re working with records in related tables, you can add records to a related table when you enter data
in a record in the current table.
Note You can only add related records from the current table if the relationship is defined to allow the
creation of related records. If a related table is in a write-protected file, or if you don’t have access privileges
to create records, FileMaker
Pro will not add or duplicate records. For more information, see “Creating
relationships” on page 103.
For more information about adding and duplicating records, see Help.
Deleting records
When you delete a record, you permanently discard the data in all the fields in that record.
Important You can’t retrieve deleted data, and you can’t undo the action of deleting records. Before you
delete records, consider making a backup copy of your file.
If you’re working in a relational database and the option to delete related records is selected in the Edit
Relationship dialog box, FileMaker
Pro deletes related records when you delete a record.
To Do this in Browse mode
Create a record in the current table Click New Record in the status toolbar.
Add a record to a related table 1 If the related field is in a portal, type data into the field in the last (empty) row of the portal,
then press Enter.
1 If the related field isn’t in a portal, type data into the field, then press Enter.
Duplicate a record that is displaying
related data
Be sure no records in a portal are selected, then choose Records menu > Duplicate Record.
Duplicate a related record in a portal Select the record in the portal, then choose Records menu > Duplicate Record.
To d e l e t e Do this in Browse mode
One record Select the record to delete. In the status toolbar, click Delete Record, then click Delete.
A related record Select a portal row in the current table by clicking inside the row but outside any fields in the row.
In the status toolbar, click Delete Record, then click Delete.
Note To delete related records, Allow deletion of portal records must be selected in the Portal Setup
dialog box.
Portal with related
records from Line
Items table
Type in the last row of the portal to add
a related record to the Line Items table