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
54 FileMaker Pro User’s Guide
9. Determine the relationships between the tables. In your plan, draw a line from each match field in a table
to the corresponding match field in the related table.
What establishes a relationship between tables is that their match fields contain matching data.
Relationships also make it possible to group your data to resolve complex queries. For example,
relationships can be used to determine current inventory levels, sales projections, and other tasks where
it is necessary to query data across multiple tables. For more information about relationships, see
chapter 4, “Working with related tables and files.”
10. Determine whether you need to share your database with other users, and how they will access the file.
For more information about sharing databases, see “Sharing databases on a network” on page 109.
11. If you’re designing the database for other people to use, show them your paper plan and ask them to
review it and suggest any changes.
12. Consider who will use the database and whether you want to restrict access to it. When you create the
database, assign access privileges as needed.
For more information about accounts and privilege sets, see chapter 6, “Protecting databases.”
13. Decide what layouts you need, and plan a separate layout for each task.
For example, create separate layouts for printing labels or envelopes.
For more information about creating layouts, see “Creating layouts and reports” on page 70.
14. Create a form such as the one shown below to list the files and tables you need and the fields for each
table. Also list the forms and reports you will generate from each table.
Client ID
Street
Postal Code
Client Name
City
Tour ID
Clients table
Routes table
Tour Name
Tours table
Phone
Route ID
Destination
Origin
Tour ID
Route ID
Destination
Tour Name
Origin