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I. Getting Started
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I. Getting Started
by Nolan Hester
FileMaker Pro 6 for Windows and MacIntosh: Visual QuickStart Guide
Copyright
Dedication
Special thanks to:
I. Getting Started
1. Using FileMaker Pro 6
Why FileMaker?
What’s New in FileMaker 6?
New features and improvements
Using this Book
One program, one book for Windows and Macintosh
Updates and feedback
2. Database Basics
It slices! It dices!
Content vs. Form
Anatomy of a Database
The field—the smallest unit
The record—grouping related fields
The database—a group of related records
The layout—one record, many forms
3. FileMaker Basics
FileMaker’s Screen and Modes
The FileMaker screen
Browse mode
Find mode
Layout mode
Preview mode
FileMaker’s Menus
The File menu
The Edit menu
The View menu
The Insert menu
The Format menu
The Records menu
The Requests menu
The Layouts menu
The Arrange menu
The Scripts menu
The Window menu
The Help menu
FileMaker’s Toolbars
To turn on/off toolbars:
Rearranging the toolbars
To move toolbars to the desktop:
To dock toolbars in the main window:
To resize freestanding toolbars:
Opening, Closing, and Saving Files
To open a file:
To create a new file:
Closing a file
To close a file:
Saving files
To save a copy of a database file:
To quit FileMaker:
II. Working with Records & Files
4. Viewing Records
Opening a File
To open a FileMaker database file:
Viewing Multiple or Single Records
To view multiple records:
To view a single record:
Moving from Record to Record
Navigating records in forms
Navigating records in lists and tables
Navigating directly by record number
Moving within a Record
To move by direct selection:
To move with the Tab key:
5. Finding and Sorting Records
Finding Records
Doing a Single-Criteria Search
To do a single-criteria search:
Searching with the Symbols List
To use the Symbols List in a search:
Doing Multiple-Criteria Searches
To narrow a search using multiple criteria:
To broaden a search using multiple criteria:
Modifying Find Requests
To modify your previous Find request:
To duplicate (and then change) a Find request:
To delete a Find request:
Reverting Requests
To revert a request:
To find all records:
Omitting Records
To omit one record:
To omit more than one record:
To bring back omitted records:
Deleting Records
To delete a single record:
To delete a group of records:
To delete all records in a database:
Sorting Records
To run a contextual sort:
To run a single-criteria sort:
Sort Records options
Running Multiple-Criteria Sorts
To run a multiple-criteria sort:
Setting Sort Orders
To set (or reset) a custom sort order:
6. Using Spell Check and Dictionaries
To check spelling:
To create a user dictionary:
Selecting dictionaries
To select or switch dictionaries:
Editing user dictionaries
To edit a user dictionary:
To import or export a text file:
7. Converting Files
To convert files from earlier FileMaker versions:
Importing Data into FileMaker
To import data for a new FileMaker database:
To import data into an existing FileMaker database:
To import records from another FileMaker 5, 5.5, or 6 database:
To import a folder of files (graphics or text):
Importing digital camera images (Mac OS X only)
To import digital camera images (Mac OS X only):
Exporting FileMaker Data
To export FileMaker records:
Recovering Damaged Files
To recover a damaged file:
III. Creating & Designing Databases
8. Planning Databases
How about a SlowStart?
Follow the paper
You must remember this...
9. Defining Fields
Choosing a Field Type
Defining and Changing Fields
To define a field:
To delete or add a field:
To change a field’s name or type:
Setting Field Entry Options
To set field entry options:
Auto-Enter options
Validation options
Storage options (indexing)
To set indexing:
Using Value Lists
To define a custom value list:
To define a value list using another field:
To format a value list field:
Using Repeating Fields
To define a repeating field:
To format a repeating field:
Understanding Formulas
Syntax and the parts of a formula
Using predefined formulas (functions)
Using Calculation and Summary Fields
To define a calculation field:
To edit a formula:
To change the display of calculation results:
To repeat a calculation field:
Storing calculation results
To store calculation results:
To define a summary field:
10. Creating Layouts
Choosing a Layout Type
Working with Layouts
To switch to layout mode:
Creating a new layout
To create a new layout:
To rename a layout:
To delete a layout:
Duplicating a layout
To duplicate a layout:
To choose a layout view:
To reorder the layout pop-down menu:
Putting layouts in the pop-down menu
To exclude or include layouts in the layout pop-down menu:
Changing the general layout setup
To change the general layout setup:
Changing the table view setup
To change the table view:
Using Label and Envelope Layouts
To create a label layout:
To create an envelope layout:
To create an envelope return address:
Creating Form Letter Layouts
To create a form letter with merge fields:
Using Variable Fields
To insert a variable field:
Working with Parts
To add a layout part:
To delete a part:
To reorder parts:
To resize a part:
Changing a Part’s Type and Options
To change a part type or break field:
To paginate layout parts:
Working with Fields in Layouts
To add a field to a layout:
To delete a field from a layout:
Resizing fields
To resize a field:
Adding scroll bars to large text fields
To add a scroll bar:
To set the field tab order:
11. Working with Objects in Layouts
To move an object within the same layout:
To move an object to another layout:
To copy an object:
To delete an object:
Grouping objects
To group objects:
To ungroup objects:
To lock layout objects:
To unlock layout objects:
To change the stack order of objects:
Rotating objects
To rotate an object:
Aligning objects
To align objects:
Using Layout Guides
To use the Text Ruler:
To use the Graphic Rulers:
To use Ruler Lines:
To use T-Squares:
To use Object Grids:
To use the Size Palette:
Changing ruler and grid units
To change ruler and grid units:
12. Formatting and Graphics in Layouts
Working with Text
To add text to a layout:
To select text:
Setting Format Defaults
To set formatting defaults:
Formatting Fields or Objects
Using the Format Painter
To use the Format Painter:
Setting multiple text attributes
To set several text attributes at once:
To set text tabs:
To choose a font:
To choose a text size:
To choose a text style:
To align text:
To choose line spacing:
To choose a text color:
To format a number field:
To format a date field:
To format a time field:
To format a graphic field:
Working with Graphics
To select a drawing tool:
To draw an object:
To select and move an object:
To deselect an object:
To resize an object:
Changing fill colors, patterns, and effects
To set or change an object’s fill color, pattern, or effect:
Changing lines
To set or change line color, pattern, or width:
Changing borders, fills, and baselines
To set or change field borders, fills, and baselines:
13. Using Templates and Scripts
Working with Templates
To review the available templates:
To create a template-based file:
Working with Scripts
Preparing to create a script
To create a file’s pre-script settings:
To define a script:
To change a script:
To copy a script:
Importing a script
To import a script:
To delete a script:
Reordering script shortcuts
To reorder or change the script menu list:
Using Buttons with Scripts
To define a button:
Setting a button’s appearance
To set or change a button’s appearance:
Copying or deleting a button
To copy or delete a button:
To resize or move a button:
To change a button’s definition:
14. Creating Relational Databases
A jargon jump-start
Lookups vs. Portals
To define a lookup:
Creating multiple lookups
To create multiple lookups from one relationship:
Updating lookups
To update a lookup:
To define relationships:
To change or edit relationships:
Creating a portal for multiple fields
To create a portal for multiple related fields:
IV. Printing, Networking, & the Web
15. Printing
To change the default printer:
To show page margins:
To set page margins:
Removing unwanted space
To remove unwanted spaces:
To preview a printout:
To print:
16. Networking
To turn on file sharing:
To turn off file sharing:
To open a database as the host:
To open a database as a guest:
Controlling File Access
To set a master password:
Defining passwords
To define user passwords:
To create a blank password:
Changing or deleting passwords
To change or delete passwords:
Changing your own password
To change your own password:
To define groups:
Changing group definitions
To change a group definition:
Deleting group definitions
To delete a group definition:
17. Exchanging Data
Exchanging Data Using XML
To import XML data into an existing FileMaker database:
To import XML data into a new FileMaker database:
To export FileMaker data as XML:
Exchanging Data Using ODBC
To turn on the Data Access Companions:
Using FileMaker Data within an ODBC Application
To use FileMaker data from an ODBC application:
Importing ODBC Data into FileMaker
To import ODBC data into FileMaker:
To connect to and query an ODBC data source:
18. Publishing on the Web
How It Works and What You’ll Need
Setting Up and Configuring the Web Companion
To set up the Web Companion:
To configure the Web Companion:
Web Companion options
Sharing and Viewing Web Files
To share a file over the Web:
Setting up the browser views
To set up the browser views:
Testing your Web Database Locally
To test the Web Companion on your Windows computer:
To test the Web Companion on an OS X Mac:
To test the Web Companion on a pre-OS X Mac:
Once You Publish the Database
V. Appendices
A. Installing & Configuring FileMaker
Installing FileMaker on Windows
What you’ll need before starting:
To install FileMaker on a Windows computer:
Installing FileMaker on the Mac
What you’ll need before starting:
To install FileMaker on a Macintosh:
Setting FileMaker’s Preferences
Application preferences
To set application preferences:
Document preferences
To set document preferences:
B. Functions
C. Script Commands
D. Keyboard Shortcuts
Shortcuts by Menu
Shortcuts by Function
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1. Using FileMaker Pro 6
Part I. Getting Started
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