Chapter 10. Creating Layouts

FileMaker’s layouts allow you to vary the appearance of your data without changing the data itself. This gives you the freedom to create layouts tailored to specific tasks and users. Workers entering orders into a database, for example, probably will find it easier to use a layout that mirrors the sequence of information they get from customers. Sales managers, on the other hand, may need layouts that help them spot what’s selling well. Day-to-day tasks need a different layout than big-picture analysis demands. Remember: You need not show all of a database in a layout. In fact, the more you can pare down a layout to just the essential information, the easier it will be to use.

The Layout status area (Figure 10.1), runs down the left side of your screen when you’re in Layout mode. The status area includes all the tools you’ll need for adding text, graphics, fields, and parts to a layout and then applying colors, patterns, and lines to make them attractive.

All the tools for creating layouts reside in the left-hand status area whenever you’re in Layout mode.

Figure 10.1. All the tools for creating layouts reside in the left-hand status area whenever you’re in Layout mode.

You don’t necessarily need to start from scratch in creating layouts: FileMaker includes dozens of built-in templates. Some you may want to use as is, others may provide a starting point for creating your own custom layouts. For more information, see Using Templates and Scripts on page 209.

Choosing a Layout Type

When you first define fields in a database, FileMaker by default generates a standard layout, which lists the fields and their labels in the order they were created (Figure 10.2). You’re free to modify that default layout any way you like. Or you may save yourself some trouble in generating a new layout by choosing from the predefined layout types built into FileMaker.

When you first define fields, FileMaker by default generates a standard layout with fields and labels listed in the order they were created.

Figure 10.2. When you first define fields, FileMaker by default generates a standard layout with fields and labels listed in the order they were created.

Use the New Layout command for creating standard, columnar, table, label, envelope, and blank layouts. For information on label and envelope layouts, see Using Label and Envelope Layouts on page 149.

Here’s a quick comparison of each layout type:

Standard: Nothing fancy here. This layout displays all the database’s fields in the order they were created. The field labels for each field appear just left of the fields (Figure 10.3). It includes a blank header and footer.

The Standard layout displays fields and their labels in the order they were created.

Figure 10.3. The Standard layout displays fields and their labels in the order they were created.

Columnar list/report: This layout places the database’s fields in a row across a single page. The labels for the fields appear in the header above the body of the record (Figure 10.4). (The footer is blank.) You determine the order of the fields when creating the layout or you can go back and rearrange them any time. Columnar lists and reports make it easier to compare one record to another or to squeeze multiple records onto the same screen.

The Columnar list/report layout places fields in a single row across the page.

Figure 10.4. The Columnar list/report layout places fields in a single row across the page.

Table view: This isn’t actually a layout as FileMaker usually defines the term. Instead it (Figure 10.5) is an automatically generated view of your data, though a very useful one for seeing and sorting multiple records on a single screen. For details on using tables, see pages 44 and 46. For details on controlling the layout setup for tables, see page 148.

The Table view is automatically generated and helps you inspect multiple records on a single screen.

Figure 10.5. The Table view is automatically generated and helps you inspect multiple records on a single screen.

Labels: Use this layout only for labels: you can’t enter data into it directly (Figure 10.6). The dialog box that appears lets you choose from dozens of pre-set Avery label styles. For more information, see To create a label layout on page 149.

The Labels layout will handle dozens of preset mailing label styles.

Figure 10.6. The Labels layout will handle dozens of preset mailing label styles.

Envelope: This layout is tailored for printing on regular business envelopes and includes main and return address areas (Figure 10.7). Like the labels layout, it’s not used for entering data directly. It includes a header and body but no footer. For more information, see To create an envelope layout on page 151.

The Envelope layout takes the hassle out of generating addressed envelopes.

Figure 10.7. The Envelope layout takes the hassle out of generating addressed envelopes.

Blank: This layout is entirely blank—nothing appears in the header, body, or footer (Figure 10.8). If you want to start with a clean slate and only add fields as you’re ready, this is the layout for you.

The Blank layout is exactly that—a blank slate if you want to start from scratch.

Figure 10.8. The Blank layout is exactly that—a blank slate if you want to start from scratch.

Working with Layouts

Because label and envelope layouts behave a tad differently than most layouts, they’re covered separately on pages 149–151.

To switch to layout mode:

  • Choose View > Layout Mode (Figure 10.9).

    To switch to Layout mode, choose View > Layout Mode.

    Figure 10.9. To switch to Layout mode, choose View > Layout Mode.

or

  • Use your keyboard: To switch to Layout mode, choose View > Layout Mode., in Windows, To switch to Layout mode, choose View > Layout Mode.To switch to Layout mode, choose View > Layout Mode. on the Mac.

or

  • Click your cursor on the status mode pop-up at the bottom left of your screen (Figure 10.10).

    You also can switch to Layout mode by clicking the pop-up at the bottom of the status area.

    Figure 10.10. You also can switch to Layout mode by clicking the pop-up at the bottom of the status area.

Creating a new layout

FileMaker now includes a set of three screens within the New Layout/Report dialog box that walk you through the process. For Windows users, this Wizard-style guide will be old hat.

To create a new layout:

  1. Switch to Layout mode (To create a new layout: in Windows, To create a new layout:To create a new layout: on the Mac). Choose Layouts > New Layout/Report (To create a new layout: in Windows, To create a new layout:To create a new layout: on the Mac) (Figure 10.11).

    The New Layout/Report command can be found within the Layouts menu. This command also is used to add a layout.

    Figure 10.11. The New Layout/Report command can be found within the Layouts menu. This command also is used to add a layout.

  2. When the Create a Layout/Report portion of the New Layout/Report dialog box appears, type a name into the Layout Name text box (Figure 10.12). By default, FileMaker assigns each new layout a generic name (e.g., Layout #2), but it’s best to give it an easy to recognize name. Choose one of the six layouts in the left-side Select a layout type text box (a preview will appear to the right), and click Next.

    In the Create a Layout/Report portion of the New Layout/Report dialog box, give your layout a name, choose one of six types, and click Next.

    Figure 10.12. In the Create a Layout/Report portion of the New Layout/Report dialog box, give your layout a name, choose one of six types, and click Next.

  3. When the Specify Fields screen appears (Figure 10.13), highlight the fields in the left-hand list that you want to appear in the layout and use the Move or Move All buttons to place them in the right-hand list. Or double-click on fields in the left list and they will automatically appear to the right. When you’re done, click Next.

    Highlight the fields in the left-hand list that you want to appear in the layout and use the Move or Move All buttons to place them in the right-hand list.

    Figure 10.13. Highlight the fields in the left-hand list that you want to appear in the layout and use the Move or Move All buttons to place them in the right-hand list.

  4. When the Select a Theme screen appears, make a choice in the left-side Layout themes list and a preview will appear to the right (Figure 10.14). When you’re done, click Finish.

    Pick a theme on the left and a preview appears on the right.

    Figure 10.14. Pick a theme on the left and a preview appears on the right.

    The new layout will appear on your screen (Figure 10.15). If you’re happy with the layout, switch to Browse (Pick a theme on the left and a preview appears on the right. in Windows, Pick a theme on the left and a preview appears on the right.Pick a theme on the left and a preview appears on the right. on the Mac) and begin entering data. More likely, however, you’ll want to further format the layout. For more information, see Formatting Fields or Objects on page 183.

    Once you make your choices in a series of dialog boxes, the new layout appears on your screen.

    Figure 10.15. Once you make your choices in a series of dialog boxes, the new layout appears on your screen.

Once you make your choices in a series of dialog boxes, the new layout appears on your screen. Tips

  • By default, FileMaker activates the Include in layout pop-up menu checkbox in the New Layout/Report dialog box (Figure 10.12). It’s best to leave it checked to ensure that this layout appears in your layouts pop-down menu.

  • FileMaker’s layout themes offer a quick way to apply colors and formatting consistently. Depending on the complexity of your choices, FileMaker will offer you the option of creating a script for applying the very same steps in the future (Figure 10.16). For more on scripts, see Using Templates and Scripts on page 209.

    FileMaker now offers you the option of generating a script to help you replicate complex layouts.

    Figure 10.16. FileMaker now offers you the option of generating a script to help you replicate complex layouts.

  • As you create more layouts, click on the pop-down menu above the flipbook icon to quickly switch to the layout you need to use (Figure 10.17).

    To switch to another layout, click on the pop-down menu above the flipbook.

    Figure 10.17. To switch to another layout, click on the pop-down menu above the flipbook.

To rename a layout:

  1. Make sure you’re in Layout mode (To rename a layout: in Windows, To rename a layout:To rename a layout: on the Mac), then select the layout you want to rename by clicking it in the pop-down menu just above the flipbook icon (Figure 10.18).

    Select the layout you want by clicking it in the pop-down menu just above the flipbook icon.

    Figure 10.18. Select the layout you want by clicking it in the pop-down menu just above the flipbook icon.

  2. Choose Layouts > Layout Setup (Figure 10.19).

    Choose the Layout Setup command from the Layouts menu.

    Figure 10.19. Choose the Layout Setup command from the Layouts menu.

  3. When the Layout Setup dialog box appears, make sure the General tab is selected, type in the new name, and click OK (Figure 10.20). The layout pop-down menu now displays the renamed layout (Figure 10.21).

    Type the new layout name inside the Layout Name text box and click OK.

    Figure 10.20. Type the new layout name inside the Layout Name text box and click OK.

    The new name will appear in the pop-down menu of available layouts.

    Figure 10.21. The new name will appear in the pop-down menu of available layouts.

To delete a layout:

  1. Make sure you’re in Layout mode (To delete a layout: in Windows, To delete a layout:To delete a layout: on the Mac), then select the layout you want to rename by clicking it in the pop-down menu just above the flipbook icon (Figure 10.18).

  2. Once the layout appears onscreen, choose Layouts > Delete Layout (Figure 10.22) or use your keyboard: (To delete a layout:To delete a layout: in Windows, To delete a layout:To delete a layout: on the Mac).

    Use the Delete Layout command in the Layouts menu ( in Windows, on the Mac) to eliminate the layout on your screen.

    Figure 10.22. Use the Delete Layout command in the Layouts menu (Use the Delete Layout command in the Layouts menu ( in Windows, on the Mac) to eliminate the layout on your screen. in Windows, Use the Delete Layout command in the Layouts menu ( in Windows, on the Mac) to eliminate the layout on your screen.Use the Delete Layout command in the Layouts menu ( in Windows, on the Mac) to eliminate the layout on your screen. on the Mac) to eliminate the layout on your screen.

  3. A warning dialog box will appear. If you’re sure, click Delete (Figure 10.23). The layout will disappear onscreen, replaced by the next layout listed in the pop-down menu.

    Still sure you want to get rid of the layout? Then click Delete.

    Figure 10.23. Still sure you want to get rid of the layout? Then click Delete.

Duplicating a layout

This procedure will save you some time if you want to design a new layout based on elements in an existing layout.

To duplicate a layout:

  1. Make sure you’re in Layout mode (To duplicate a layout: in Windows, To duplicate a layout:To duplicate a layout: on the Mac). Select the layout you want to duplicate by clicking on it in the pop-down menu just above the flipbook icon.

  2. Choose Layouts > Duplicate Layout (Figure 10.24). (There are no keyboard equivalents.) The duplicate layout will appear onscreen and will be listed in the layout pop-down menu as a copy of the layout you selected. If you want to give the duplicate layout a more distinctive name, see To rename a layout on the previous page.

    Use the Duplicate Layout command in the Layouts menu to copy an existing layout.

    Figure 10.24. Use the Duplicate Layout command in the Layouts menu to copy an existing layout.

To choose a layout view:

  • Make sure you’re in Layout mode (To choose a layout view: in Windows, To choose a layout view:To choose a layout view: on the Mac). Click on the pop-down menu just above the left-hand flipbook and release your cursor on the layout of your choice (Figure 10.25).

    To choose among your existing layouts, use the pop-down menu just above the flipbook icon.

    Figure 10.25. To choose among your existing layouts, use the pop-down menu just above the flipbook icon.

To reorder the layout pop-down menu:

  1. Make sure you’re in Layout mode (To reorder the layout pop-down menu: in Windows, To reorder the layout pop-down menu:To reorder the layout pop-down menu: on the Mac). Choose Layouts > Set Layout Order (Figure 10.26).

    Use the Set Layout Order command from the Layouts menu to reorder the pop-down menu of layouts.

    Figure 10.26. Use the Set Layout Order command from the Layouts menu to reorder the pop-down menu of layouts.

  2. When the Set Layout Order dialog box appears, click on the layout name you want to reorder. Keep your cursor down and a double arrow will appear (Figure 10.27). While holding down the cursor, drag the layout name to the place you want it listed in the order. Release the cursor. Repeat this step to further rearrange the layout order.

    Click and drag to reorder layouts listed within the Set Layout Order dialog box.

    Figure 10.27. Click and drag to reorder layouts listed within the Set Layout Order dialog box.

  3. Once you’re satisfied with the order, click OK. The layout pop-down menu will now reflect the new order.

Click and drag to reorder layouts listed within the Set Layout Order dialog box. Tip

  • If you’ve set up a database for multiple users, only the host will be able to reorder the list—and only when filesharing for the database is turned off. For more information, see Networking on page 253.

Putting layouts in the pop-down menu

FileMaker’s default is to automatically include layouts in the pop-down menu via the checkbox within the New Layout/Report dialog box (Figure 10.28). If you want to tidy up the list by excluding some layouts—or you mistakenly excluded a layout from the list—the steps are the same.

So easy to miss: The Include in layout pop-up menu checkbox within the New Layout/ Report dialog box determines which layouts initially appear in the pop-down menu.

Figure 10.28. So easy to miss: The Include in layout pop-up menu checkbox within the New Layout/ Report dialog box determines which layouts initially appear in the pop-down menu.

To exclude or include layouts in the layout pop-down menu:

  1. Make sure you’re in Layout mode (To exclude or include layouts in the layout pop-down menu: in Windows, To exclude or include layouts in the layout pop-down menu:To exclude or include layouts in the layout pop-down menu: on the Mac). Choose Layouts > Set Layout Order (Figure 10.26).

  2. When the Set Layout Order dialog box appears, there will be a column of check-marks just left of the list of layouts. To exclude a layout from the pop-down menu, move your cursor over the layout item’s check-mark and click. The check-mark will disappear. To include a layout, move your cursor to the blank area just left of the layout’s name and click the cursor. A check-mark will appear (Figure 10.29).

    Use your cursor to control which layouts appear in the revised pop-down menu of layouts. Checked layouts will appear; unchecked will not.

    Figure 10.29. Use your cursor to control which layouts appear in the revised pop-down menu of layouts. Checked layouts will appear; unchecked will not.

  3. When you’re satisfied, click OK.

Changing the general layout setup

Use this to change how layout columns print and to change a layout’s page margins.

To change the general layout setup:

  1. Pick the layout you want to change by selecting it via the pop-down menu just above the left-hand flipbook.

  2. Choose Layouts > Layout Setup (Figure 10.30).

    Choose Layouts > Layout Setup to reach the Layout Setup dialog box.

    Figure 10.30. Choose Layouts > Layout Setup to reach the Layout Setup dialog box.

  3. Within the Layout Setup dialog box (Figure 10.31), click the General tab and you’ll have three options for controlling how the layout prints out:

    The General tab of the Layout Setup dialog box lets you set how the layout prints (across or down the page), its page margins, and whether it accommodates facing pages.

    Figure 10.31. The General tab of the Layout Setup dialog box lets you set how the layout prints (across or down the page), its page margins, and whether it accommodates facing pages.

    • You can have your layout print in columns—even if it’s not a columnar-type layout. Select the Print in checkbox, then fill in how many columns you want. The Across first option works well for mailing labels; use Down first for directory-style printouts.

    • Use the Fixed page margins checkbox and the four number-entry boxes if you want to use different margins from your printer’s default settings.

    • Use the Facing Pages checkbox if you’ll be printing on both sides of the page. This will place the narrower, inside margin on the left of odd-numbered pages and on the right of even-numbered pages.

  4. When you’re done, click OK and switch to Browse mode to see the effects of your choices.

Changing the table view setup

Use this to change the setup of the table view. You also can use it to limit a user’s view of the database as a list, form, or table.

To change the table view:

  1. Pick the layout you want to change by selecting it via the pop-down menu just above the left-hand flipbook.

  2. Choose Layouts > Layout Setup (Figure 10.30).

  3. When the Layout Setup dialog box appears, click the Views tab, and then click the Properties button (Figure 10.32).

    Use the Views tab of the Layout Setup dialog box to control which views are available in Browse mode or click Properties to set the details of the Table View.

    Figure 10.32. Use the Views tab of the Layout Setup dialog box to control which views are available in Browse mode or click Properties to set the details of the Table View.

  4. When the Table View Properties dialog box appears, use the checkboxes to set whether the table will display a grid, a header or any other parts, and column headers (Figure 10.33). You also can use the Rows checkbox and its adjacent text windows to fine-tune the height of the table rows.

    The Table View Properties dialog box offers precise control over how the table appears.

    Figure 10.33. The Table View Properties dialog box offers precise control over how the table appears.

  5. Once you’ve made your choices, click OK and switch to Browse mode to see the effects of your choices.

The Table View Properties dialog box offers precise control over how the table appears. Tips

  • In step 3, if you uncheck any of the three views, that choice will be dimmed (and, so, not available) in the View menu within the Browse mode (Figure 10.34).

    Based on your choices in step 3, some choices will be dimmed in the View menu.

    Figure 10.34. Based on your choices in step 3, some choices will be dimmed in the View menu.

  • In step 4, if you check Sort data when selecting column, you can then resort columns within the Browse mode just by clicking any column header. With the new contextual sort feature, Right-click (Windows) or Based on your choices in step 3, some choices will be dimmed in the View menu.-click (Mac) the header and choose one of three ways to sort: Ascending, Descending, or By Value List (Figure 10.35).

    By checking Sort data when selecting column in step 4, you can then resort data by Right-clicking (Windows) or -clicking (Mac) any column header and making one of three choices.

    Figure 10.35. By checking Sort data when selecting column in step 4, you can then resort data by Right-clicking (Windows) or By checking Sort data when selecting column in step 4, you can then resort data by Right-clicking (Windows) or -clicking (Mac) any column header and making one of three choices.-clicking (Mac) any column header and making one of three choices.

Using Label and Envelope Layouts

This section only covers label and envelope layouts. For more information on using standard layouts, see Working with Layouts on page 140.

To create a label layout:

  1. Switch to Layout mode (To create a label layout: in Windows, To create a label layout:To create a label layout: on the Mac), then choose Layouts > New Layout/Report (To create a label layout: in Windows, To create a label layout:To create a label layout: on the Mac).

  2. When the Create a Layout/Report screen of the New Layout/Report dialog box appears, type a name into the Layout Name text box. Choose Labels in the left-side Select a layout type text box and click Next (Figure 10.36).

    When the New Layout/Report dialog box appears, choose Labels in the left-side list and click Next.

    Figure 10.36. When the New Layout/Report dialog box appears, choose Labels in the left-side list and click Next.

  3. The next dialog box gives you the choice of using one of several dozen preset Avery-based label sizes or creating a custom-size label (Figure 10.37).

    Use the label setup screen to choose a preset Avery-based label size or create a custom size.

    Figure 10.37. Use the label setup screen to choose a preset Avery-based label size or create a custom size.

  4. To use an Avery-based label, leave the Use label measurement for radio button selected and use the pop-down menu to choose the appropriate Avery size based on the labels you’re using. By the way, even non-Avery label packages usually list an Avery-equivalent stock number.

  5. To create a custom size, select the Use custom measurements radio button, then use the Labels across the page, Width, and Height boxes to configure your label’s size (Figure 10.38).

    Choosing the Use custom measurements button lets you adjust the label’s width and height, and set how many labels fit across the page.

    Figure 10.38. Choosing the Use custom measurements button lets you adjust the label’s width and height, and set how many labels fit across the page.

  6. Click Next.

  7. When the Specify Label Contents screen appears, double-click in the upper-left list the fields you want displayed or select a field in the list and click the Add Field button (Figure 10.39). Selected fields will appear in the lower window surrounded by << >> brackets. The brackets act as placeholders for data.

    Use the Specify Label Contents screen to choose the fields you want displayed.

    Figure 10.39. Use the Specify Label Contents screen to choose the fields you want displayed.

  8. To place a field on a new line, press Use the Specify Label Contents screen to choose the fields you want displayed. (Windows) or Use the Specify Label Contents screen to choose the fields you want displayed. (Mac). To insert punctuation marks, space between the fields, or additional text just use your keyboard.

  9. To remove a mistake, select the entry in the lower box and press Use the Specify Label Contents screen to choose the fields you want displayed.. To start over, click on the dialog box’s Clear All button. To further format the layout, see Formatting Fields or Objects on page 189.

  10. When you’re done, click Next. One final dialog box will appear (Figure 10.40), giving you a choice of switching to Preview mode to see how the labels will print or staying in Layout mode to continue tweaking its appearance. Make your choice and click Finish. The chosen view will appear, which in our example is the Layout view (Figure 10.41).

    Once you’re done setting up the layout, you can switch to Preview mode to see how the labels will print, or stay in Layout mode.

    Figure 10.40. Once you’re done setting up the layout, you can switch to Preview mode to see how the labels will print, or stay in Layout mode.

    The layout for the label appears once you close the Specify Label Contents screen. Click on and drag the vertical marker to adjust the label’s width.

    Figure 10.41. The layout for the label appears once you close the Specify Label Contents screen. Click on and drag the vertical marker to adjust the label’s width.

To create an envelope layout:

  1. Switch to Layout mode (To create an envelope layout: in Windows, To create an envelope layout:To create an envelope layout: on the Mac), then choose Layouts > New Layout/Report (To create an envelope layout: in Windows, To create an envelope layout:To create an envelope layout: on the Mac).

  2. When the Create a Layout/Report dialog box appears, type a name into the Layout Name text box. Choose Envelope in the left-side Select a layout type text box and click Next (Figure 10.42).

    When the New Layout/Report dialog box appears, name the layout and choose Envelope in the left-side list.

    Figure 10.42. When the New Layout/Report dialog box appears, name the layout and choose Envelope in the left-side list.

  3. When the Specify Label Contents dialog box appears, double-click on the fields in the upper-left list that displayed or select each one in the list and click the Add Field button (Figure 10.39). Selected fields will appear in the lower window surrounded by << >> brackets. The brackets act as placeholders for data.

    To place a field on a new line, press When the New Layout/Report dialog box appears, name the layout and choose Envelope in the left-side list. (Windows) or When the New Layout/Report dialog box appears, name the layout and choose Envelope in the left-side list. (Mac). To insert punctuation marks, space between the fields, or additional text just use your keyboard.

    To remove a mistake, select the entry in the lower box and press When the New Layout/Report dialog box appears, name the layout and choose Envelope in the left-side list.. To start over, click on the dialog box’s Clear All button. To further format the layout, see Formatting Fields or Objects on page 189.

  4. When you’re done, click Next. One final dialog box will appear (Figure 10.40), giving you a choice of switching to Preview mode to see how the envelopes will print or staying in Layout mode to continue tweaking its appearance. Make your choice, click Finish and the layout will appear in the chosen mode. For more information on printing, see Printing on page 247.

To create an envelope return address:

  1. Once you’ve created an envelope layout, be sure you’re still in Layout mode. Select the layout using the pop-down menu just above the flipbook icon (Figure 10.43).

    While still in Layout mode, use the pop-down menu above the flipbook icon to select the layout you want to change.

    Figure 10.43. While still in Layout mode, use the pop-down menu above the flipbook icon to select the layout you want to change.

  2. Select the Type tool from within the Layout mode’s status area, then click within the envelope layout’s header.

  3. Type in the return address, using the text options under the Format menu. For more on formatting individual blocks of text, see Formatting Fields or Objects on page 189. For more on database-wide text defaults, see To set formatting defaults on page 186.

  4. Click on and drag the double arrow between the header and body to close up the empty space around the return address (Figure 10.44).

    After creating a return address for an envelope, drag the double arrow to close up empty space around the return address.

    Figure 10.44. After creating a return address for an envelope, drag the double arrow to close up empty space around the return address.

  5. Choose Preview from the Mode menu (After creating a return address for an envelope, drag the double arrow to close up empty space around the return address. in Windows, After creating a return address for an envelope, drag the double arrow to close up empty space around the return address.After creating a return address for an envelope, drag the double arrow to close up empty space around the return address. on the Mac) to double-check your envelope layout before you print it (Figure 10.45).

    Use the Preview command ( in Windows, on the Mac) to double-check the envelope’s appearance before printing.

    Figure 10.45. Use the Preview command (Use the Preview command ( in Windows, on the Mac) to double-check the envelope’s appearance before printing. in Windows, Use the Preview command ( in Windows, on the Mac) to double-check the envelope’s appearance before printing.Use the Preview command ( in Windows, on the Mac) to double-check the envelope’s appearance before printing. on the Mac) to double-check the envelope’s appearance before printing.

Creating Form Letter Layouts

Form letters—standard letters containing bits of customized information—are easy to create using FileMaker’s merge fields. By creating a layout that’s mostly text with a few judiciously placed merge fields, you can create a customized letter for your customers:

Dear Ms. Rose,

Spring is in the air and as a long-time customer, you’ll want to take advantage of our annual spring flower sale.

All bedding plants are 20 percent off, garden tools are discounted by 15 percent, and turf builders are reduced by 30 percent. But the savings don’t stop there! You’ll find hundreds of items on sale.

For preferred customers like yourself, the doors open at 10 a.m. on Thursday, Feb. 21. The sale starts for the general public at 10 a.m. on Friday, Feb. 22.

Sincerely,

James Green

In FileMaker, which uses << and >> to mark merge fields, the letter looks like this:

Dear <<courtesy title.>> <<last name>>,

Spring is in the air and as a long-time customer, you’ll want to take advantage of our annual spring flower sale.

All <<spring purchase #1>> are <<discount-spring purchase #1>> off, <<spring purchase #2>> are discounted by <<discount-spring purchase #2>>, and <<spring purchase #3.> are reduced by <<discount-spring purchase #3>>. But the savings don’t stop there! You’ll find hundreds of items on sale.

For preferred customers like yourself, the doors open at 10 a.m. on Thursday, Feb. 21. The sale starts for the general public at 10 a.m. on Friday, Feb. 22.

Sincerely,

<<sales staff name>>

If you resist the urge to drown customers with frequent mailings, form letters with merge fields can be a powerful tool.

To create a form letter with merge fields:

  1. Open the database from which the data will be drawn and switch to Layout mode (To create a form letter with merge fields: in Windows, To create a form letter with merge fields:To create a form letter with merge fields: on the Mac).

  2. Choose Layouts > New Layout/Report (To create a form letter with merge fields: in Windows, To create a form letter with merge fields:To create a form letter with merge fields: on the Mac). When the New Layout/Report dialog box appears (Figure 10.46), type a name into the Layout Name text box, choose Blank layout within the Select a layout type area, and click Finish.

    To create a form letter, choose Blank layout when selecting a new layout.

    Figure 10.46. To create a form letter, choose Blank layout when selecting a new layout.

  3. When the new layout appears, select the Type tool from the left-hand Layout status area and begin typing in your letter. When you reach the spot where you want the first merge field to appear (Figure 10.47), choose Insert > Merge Field (Figure 10.48). Or use your keyboard: To create a form letter, choose Blank layout when selecting a new layout. in Windows, To create a form letter, choose Blank layout when selecting a new layout.To create a form letter, choose Blank layout when selecting a new layout.To create a form letter, choose Blank layout when selecting a new layout. in Mac OS X, To create a form letter, choose Blank layout when selecting a new layout.To create a form letter, choose Blank layout when selecting a new layout. in Mac pre-OS X.

    Click your cursor where you want a merge field to appear, then...

    Figure 10.47. Click your cursor where you want a merge field to appear, then...

    ...choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X).

    Figure 10.48. ...choose Insert > Merge Field (...choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X). in Windows, ...choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X)....choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X)....choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X). in Mac OS X, ...choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X)....choose Insert > Merge Field ( in Windows, in Mac OS X, in Mac pre-OS X). in Mac pre-OS X).

  4. When the Specify Field dialog box appears, double-click on the field you want to appear in the letter (Figure 10.49). A merge field will appear within the form letter layout (Figure 10.50).

    When the Specify Field dialog box appears, double-click on the field you want as a merge field.

    Figure 10.49. When the Specify Field dialog box appears, double-click on the field you want as a merge field.

    Once you place a merge field in a layout, a pair of << >> will mark its boundaries.

    Figure 10.50. Once you place a merge field in a layout, a pair of << >> will mark its boundaries.

    Continue typing the letter, adding additional merge fields as you need them until you’re done (Figure 10.51). To see what the form letter will look like, switch to Browse mode. To format the letter’s fonts and other text attributes, see Formatting Fields or Objects on page 189. To set the letter’s margins and prepare it for printing, see Printing on page 247.

    The final form letter shows where each merge field’s contents will be inserted once you switch to Browse mode.

    Figure 10.51. The final form letter shows where each merge field’s contents will be inserted once you switch to Browse mode.

Using Variable Fields

FileMaker’s Insert menu includes a great feature that lets you insert field data that is automatically updated. There are two types of fields in the Insert menu: fixed and variable (Figure 10.52). Fixed data fields—Current Date, Current Time, and Current User Name—paste information that is current at the time it is entered. Once pasted into a file, the data remains fixed and is not updated. In contrast, the variable fields—Date Symbol, Time Symbol, User Name Symbol, Page Number Symbol, and Record Number Symbol—are updated when the file is viewed or printed.

The Insert menu contains two types of fields: fixed and variable.

Figure 10.52. The Insert menu contains two types of fields: fixed and variable.

These variable fields are particularly handy for form letters because a letter can be prepared in advance, yet contain the dates and times reflecting the time when it’s actually printed out. This trick, by the way, need not be confined to form letters. Use it in any layout where you need updated information to appear—including onscreen forms.

To insert a variable field:

  1. Make sure you’re in Layout mode (To insert a variable field: in Windows, To insert a variable field:To insert a variable field: on the Mac), select the Type tool from within the Layout mode’s status area, and click in the layout where you want the variable data to appear.

  2. Choose Insert and then the variable field type you want: Date Symbol, Time Symbol, User Name Symbol, Page Number Symbol, or Record Number Symbol (Figure 10.52). Release your cursor and a placeholder symbol will be inserted (Figure 10.53). For more on what will appear in the layout, especially the placeholder symbols, see Table 10.1.

    When you choose Insert > Date Symbol, a double forward slash (//) acts as a placeholder within the layout.

    Figure 10.53. When you choose Insert > Date Symbol, a double forward slash (//) acts as a placeholder within the layout.

  3. Return to Browse mode and the placeholder is updated to reflect the most current data (Figure 10.54).

    When you switch from Layout to Browse mode, the date symbol is replaced by the current date, which will be continually updated.

    Figure 10.54. When you switch from Layout to Browse mode, the date symbol is replaced by the current date, which will be continually updated.

Table 10.1. Variable Field Symbols

TO USE

CHOOSE INSERT AND:

INSERTS (SYMBOL)

Fixed date

Current Date

Date at time field created

Fixed time

Current Time

Time at time field created

Fixed user name

Current User Name

Name of person creating field

Variable date

Date Symbol

Placeholder (//)

Variable time

Time Symbol

Placeholder (::)

Variable name

User Name Symbol

Placeholder (||)

Variable page

Page Number Symbol

Placeholder (##)

Variable record

Record Number Symbol

Placeholder (@@)

Variable Field Symbols Tip

  • The formatting for dates, times, and numbers inserted with variable fields is controlled like any other date, time, or number field. For example, you can have dates appear as 5/6/2002 or May 6, 2002. For more information, see Formatting and Graphics in Layouts on page 183.

Working with Parts

In most cases, the function of the various layout parts are obvious from their names: header, body, and footer. Summary parts work a bit differently than other layout parts. Since summary fields gather information from across several records, they cannot appear within the body of an individual record. That’s where the various kinds of summary parts come in by providing a way to display this cross-record data. Grand summary parts summarize information for all the records being browsed. Subsummary parts do the same for a group of records, based on the break field you designate within the Part Definition dialog box.

Title header: This special type of header appears only at the top of the page or first screen. It can also be used as a title page. Each layout can only contain one title header.

Header: Use for field titles or column headings in columnar layouts (Figure 10.55). It appears at the top of every page or screen. Each layout can only contain one header.

Used in a columnar layout, a header part enables you to run field titles across the top for more than one row of records.

Figure 10.55. Used in a columnar layout, a header part enables you to run field titles across the top for more than one row of records.

Leading grand summary: Use this type of summary part to display summary information at the beginning of the group of the records being browsed.

Body: Use for the bulk of your data, including graphics. The body will appear for each record in the database. Each layout can only contain one body.

Subsummary: Use this type of summary part to display summary information for the group of the records specified by the break field.

Trailing grand summary: Use this type of summary part to display summary information at the end of the group of the records being browsed.

Footer: Use for dates or page numbers. The footer will appear at the bottom of each page or screen. Each layout can contain only one footer.

Title footer: This special type of footer appears only at the bottom of the first page or screen. Each layout can only contain one title footer.

To add a layout part:

  1. Make sure you’re in Layout mode (To add a layout part: in Windows, To add a layout part:To add a layout part: on the Mac). Choose Layouts > Part Setup (Figure 10.56).

    Add a part to your layout by choosing Layouts > Part Setup.

    Figure 10.56. Add a part to your layout by choosing Layouts > Part Setup.

  2. When the Part Setup dialog box appears, click Create (Figure 10.57).

    Click Create when the Part Setup dialog box appears.

    Figure 10.57. Click Create when the Part Setup dialog box appears.

  3. Within the Part Definition dialog box, select the type of part you want to create from the eight choices (Figure 10.58).

    The Part Definition dialog box offers eight type choices.

    Figure 10.58. The Part Definition dialog box offers eight type choices.

  4. If you’re creating a subsummary part, you’ll also need to select from the right-hand list which field (also known as a break field) you’d like the records to sort by.

  5. The Part Definition dialog box also allows you to control where and how pages will break. Check the appropriate box or boxes. Click OK.

  6. When the Part Setup dialog box reappears, click Done and the new part appears in the layout.

The Part Definition dialog box offers eight type choices. Tip

  • If you’re clear about the purpose and placement of layout parts, you can add a part directly by clicking on the Part button in the left-hand Layout status area and dragging the resulting part to where you want it (Figure 10.59).

    The Part button within the Layout status area lets you add a part by clicking and dragging directly within the layout.

    Figure 10.59. The Part button within the Layout status area lets you add a part by clicking and dragging directly within the layout.

To delete a part:

  1. Make sure you’re in Layout mode (To delete a part: in Windows, To delete a part:To delete a part: on the Mac). Choose Layouts > Part Setup.

  2. Within the Part Setup dialog box, select the part you want eliminated and press To delete a part:. If you’ve selected a part that contains objects, you’ll get a warning dialog box. If you’re sure, click Delete.

To reorder parts:

  1. Make sure you’re in Layout mode (To reorder parts: in Windows, To reorder parts:To reorder parts: on the Mac). Choose Layouts > Part Setup.

  2. Click on the part you want to move, hold the cursor down, and drag the part to a new position in the order (Figure 10.60).

    Reorder parts by clicking and dragging them within the Part Setup dialog box.

    Figure 10.60. Reorder parts by clicking and dragging them within the Part Setup dialog box.

  3. Click Done. The part appears in the new position.

To resize a part:

  • Make sure you’re in Layout mode (To resize a part: in Windows, To resize a part:To resize a part: on the Mac). Click on the dotted line separating one part from another and drag it to make the part larger or smaller (Figure 10.61).

    To resize a part, click and drag on the dotted line separating one part from another.

    Figure 10.61. To resize a part, click and drag on the dotted line separating one part from another.

To resize a part, click and drag on the dotted line separating one part from another. Tip

  • Resizing one part doesn’t change the size of any other parts in the layout. Instead, the size of the entire layout will grow or shrink accordingly.

Changing a Part’s Type and Options

FileMaker’s Part Definition dialog box (Figure 10.62) does more than simply let you change a part’s type. It also gives you control over where a page breaks in relation to a particular part and whether the pages are renumbered after that part. The page break and renumbering options are particularly useful when creating forms from which you may want to print out one record per page (Table 10.2). Here’s a quick rundown of these options:

The Part Definition dialog box lets you change a part’s type, plus control page breaks and numbering related to that part.

Figure 10.62. The Part Definition dialog box lets you change a part’s type, plus control page breaks and numbering related to that part.

Page break before each occurrence: Choosing this checkbox will place a page break right before the selected part. Examples might include using it for a Trailing Grand Summary, Title Header, Header, or Body.

Page break after every __ occurrences: Choosing this checkbox will place a page break after x instances of the selected header. You set the number of instances. Examples might include selecting a body or footer part where you’ve created a layout in which x records will fit on a page.

Restart page numbers after each occurrence: Use this checkbox if, for example, you want to group a subsummary of records together and restart the page numbers after each subsummary.

Allow part to break across page boundaries: By default, FileMaker will try to keep a part on a single page. Use this checkbox if you do not want to keep a part on the same page or when the body is simply too large to fit on a single page.

Discard remainder of part before new page: This option can only be used if you’ve also checked Allow part to break across page boundaries.

Table 10.2. Page Break and Numbering Options

IN THE PART DEFINITION DIALOG BOX

CHOOSE

FOR USE WITH THESE LAYOUT PARTS

Page break before each occurrence

Subsummary (if sorted by body)

Trailing subsummary

Trailing grand summary

Page break after every x occurrences

Leading grand summary

Subsummary (if sorted by body)

Trailing grand summary

Restart page numbers after each occurrence

Title header

Header

Leading grand summary

Subsummary (if sorted by body)

Footer

Allow part to break across page boundaries

Leading grand summary

Subsummary (if sorted by body)

Trailing grand summary

Discard remainder of part before new page

Leading grand summary

Subsummary (if sorted by body)

Trailing grand summary

To change a part type or break field:

  1. Make sure you’re in Layout mode (To change a part type or break field: in Windows, To change a part type or break field:To change a part type or break field: on the Mac). Double-click on the label of the part you want to change.

  2. When the Part Definition dialog box appears, make your new part type choice from the eight left-side choices.

    If you want to change the field used by a subsummary part (called a break field by FileMaker), click the Sub-Summary when sorted by button and then make a new field selection in the right-hand list (Figure 10.63).

    If you create a subsummary part, use the right-hand list to pick a field and click OK.

    Figure 10.63. If you create a subsummary part, use the right-hand list to pick a field and click OK.

  3. Click OK. The part type will now change.

To paginate layout parts:

  1. Make sure you’re in Layout mode (To paginate layout parts: in Windows, To paginate layout parts:To paginate layout parts: on the Mac). Double-click on the label of the part you want to change.

  2. When the Part Definition dialog box appears, select the appropriate checkbox among the five in the lower part of the dialog box. See Table 10.2 for more information on which page breaks and numbering schemes work best with various layout parts.

  3. When you’re done making your changes, click OK.

  4. If you chose a summary part, a dialog box may appear asking whether you want the part printed above or below the records it’s summarizing (Figure 10.64). Click on your choice.

    You can elect to have the subsummary part printed above or below the records it summarizes.

    Figure 10.64. You can elect to have the subsummary part printed above or below the records it summarizes.

Working with Fields in Layouts

When you’re working with layouts remember: Adding a field to a layout isn’t the same thing as creating a field for the database. Layouts are simply differing views of the same data. Add a layout or delete a layout—either way the database itself isn’t changed. The same notion applies when adding a field to a layout: It’s just a view of a field that’s already been created within the database.

For information on how to create a brand new field, see To define a field on page 110. Once you’ve created a field, you can easily add it to a new layout directly without having to define it again. In fact, however, it’s common while designing a layout to discover that you need to define a new field. Just keep straight the difference between defining fields for the database versus adding a field to a layout and you’ll be fine.

To add a field to a layout:

  1. To add already defined fields to a layout, click on the Field button in the left-hand Layout status area and drag the resulting field where you want it within the layout (Figure 10.65).

    To add an already defined field to a layout, click on the status area’s Field button and drag the resulting field to where you want it.

    Figure 10.65. To add an already defined field to a layout, click on the status area’s Field button and drag the resulting field to where you want it.

  2. When the Specify Field dialog box appears, click on a name for the new field (Figure 10.66). You can add a field defined in another database by clicking on the Current File pop-down menu above the field list and navigating to the database with the desired field.

    Selecting the Field button will open the Specify Field dialog box, allowing you to select a field definition (and add its name if you leave the bottom box checked).

    Figure 10.66. Selecting the Field button will open the Specify Field dialog box, allowing you to select a field definition (and add its name if you leave the bottom box checked).

  3. If you want a field label to appear in the layout, also check the Create field label box below the list.

  4. Click OK. The layout will reappear with the added field. If you want to further format the field, see Formatting Fields or Objects on page 189.

Selecting the Field button will open the Specify Field dialog box, allowing you to select a field definition (and add its name if you leave the bottom box checked). Tip

  • If you want to redefine the just-added field, stay in Layout mode and just double-click on the field. The Specify Field dialog box will reappear, allowing you to pick another field definition.

To delete a field from a layout:

  1. Make sure you’re in Layout mode (To delete a field from a layout: in Windows, To delete a field from a layout:To delete a field from a layout: on the Mac). Select the field you want to delete by clicking it.

  2. Press To delete a field from a layout:.

To delete a field from a layout: Tip

  • Remember: Deleting a field from a layout merely removes it from that layout. The data and field still exist in the database and, so, can be used in other layouts as you need them.

Resizing fields

Sometimes you create a field and only later realize that it is too small for the intended text. (Figure 10.67). In that case, the text will be cut off. Resizing solves the problem.

To resize a field in Layout mode, click on the field and drag a corner. Once back in Browse mode (bottom), the field’s text is no longer cut off.

Figure 10.67. To resize a field in Layout mode, click on the field and drag a corner. Once back in Browse mode (bottom), the field’s text is no longer cut off.

To resize a field:

  1. Switch to Layout mode (To resize a field: in Windows, To resize a field:To resize a field: on the Mac).

  2. Click on the field you want to resize and hold down your cursor. The corners of the field will become small black boxes, known as handles.

  3. Drag the handles to make the field larger or smaller. When it reaches the size you want, release the cursor.

  4. Switch back (To resize a field: in Windows, To resize a field:To resize a field: on the Mac) and you’ll see that all the field’s text now shows. Getting the field big enough may require some toggling between Layout and Browse modes to check your progress.

To resize a field: Tip

  • To cleanly enlarge a field horizontally or vertically, click on the field and press Tip just before you drag the handle. The field will then only expand in the direction you first drag it, whether it’s horizontal or vertical.

Adding scroll bars to large text fields

Sometimes enlarging a field isn’t practical, either because your layout doesn’t have the room or because the field has so much text that it would overwhelm the rest of the layout (Figure 10.68). In such cases, adding a scroll bar to the text field is the best approach.

Consider adding a scroll bar when a field has too much text to fit within your layout.

Figure 10.68. Consider adding a scroll bar when a field has too much text to fit within your layout.

To add a scroll bar:

  1. Switch to Layout mode (To add a scroll bar: in Windows, To add a scroll bar:To add a scroll bar: on the Mac) and click on the field to select it (Figure 10.69).

    Switch to Layout mode, then click on the field to select it.

    Figure 10.69. Switch to Layout mode, then click on the field to select it.

  2. Choose Format > Field Format (Figure 10.70). The Field Format dialog box will appear.

    Choose Format > Field Format to open the Field Format dialog box.

    Figure 10.70. Choose Format > Field Format to open the Field Format dialog box.

  3. Inside the Field Format dialog box, choose the Standard field radio button, and then check Include vertical scroll bar. Click OK (Figure 10.71).

    Within the Field Format dialog box, choose the Standard field radio button, check Include vertical scroll bar, and click OK.

    Figure 10.71. Within the Field Format dialog box, choose the Standard field radio button, check Include vertical scroll bar, and click OK.

  4. Back in Layout mode, the field now has a scroll bar. Switch to Browse mode and you’ll see that the scroll bar not only allows you to scroll through all the text but also offers an immediate visual cue that there’s more text than what shows (Figure 10.72).

    The field after a scroll bar is added.

    Figure 10.72. The field after a scroll bar is added.

To set the field tab order:

  1. Switch to Layout mode (To set the field tab order: in Windows, To set the field tab order:To set the field tab order: on the Mac), then choose Layouts > Set Tab Order (Figure 10.73).

    To change the entry order for your fields, choose Layouts > Set Tab Order from the menu.

    Figure 10.73. To change the entry order for your fields, choose Layouts > Set Tab Order from the menu.

  2. The Set Tab Order dialog box appears, along with a series of numbered arrows indicating the current tab order for your fields.

    If you want to just slightly alter the order, click on the tab number you want to change and type it in. If you assign No. 1 to an arrow, you’ll also need to renumber the original No. 1 arrow (Figure 10.74).

    To slightly alter the existing tab order (A), click on the arrow you want to change (B), and type in the new number (C).

    Figure 10.74. To slightly alter the existing tab order (A), click on the arrow you want to change (B), and type in the new number (C).

    If you want to completely change the order, click on the Create new tab order radio button in the dialog box, which will eliminate all the tab numbers. Then just click on the arrows in the order you want the tab order set (Figure 10.75).

    To completely change the tab order, click on the Create new tab order radio button, which will erase all the previous numbers (A). Then click on the arrows in the order you want the tab order set (B, C).

    Figure 10.75. To completely change the tab order, click on the Create new tab order radio button, which will erase all the previous numbers (A). Then click on the arrows in the order you want the tab order set (B, C).

  3. When you’re done, click OK. The new tab order is now set.

To completely change the tab order, click on the Create new tab order radio button, which will erase all the previous numbers (A). Then click on the arrows in the order you want the tab order set (B, C). Tip

  • Each layout can have its own tab order, allowing you to customize each layout for its intended users.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
18.116.63.191