FileMaker Pro 11: The Missing Manual

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• FileMaker Pro 11: The Missing Manual
  • SPECIAL OFFER: Upgrade this ebook with OReilly
  • A Note Regarding Supplemental Files
  • The Missing Credits
    • About the Authors
    • About the Creative Team
    • Acknowledgments
    • The Missing Manual Series
  • Introduction
    • Why FileMaker Pro?
    • Whats New in FileMaker Pro 11
    • The Very Basics
    • About This Book
      • About the Outline
      • Living Examples
      • Macintosh and Windows
      • AboutTheseArrows
      • About MissingManuals.com
      • Safari Books Online
  • one. Getting Started with FileMaker
    • 1. Working with a Database
      • A Very Quick Database Tour
        • Content Area
        • Scroll Bars
        • Zoom Controls
        • Understanding Modes
          • Status toolbar
      • Opening and Closing Database Files
        • Opening a Database
        • Closing a Database
      • Adding Data to Your Database
        • Creating a Record
        • Entering Data
          • Moving between fields
          • Editing a record
          • Reverting a record
          • Duplicating a record
        • Fields for Lots of Text
        • Deleting Records
        • Understanding Browse Mode Error Messages
          • Typing in vain
      • Navigating Your Database
        • Navigating Record by Record
        • Keyboard Shortcuts
      • Finding Records
        • Performing a Find
          • FastMatch
          • QuickFind
        • Understanding Find Mode Error Messages
          • No records match
          • No valid criteria
          • Accidental data entry in Find mode
      • Sorting Records
        • Understanding Sorting
        • Beyond the Simple Sort
        • Multiple Sort Fields
      • Same Database, Different Views
        • Viewing a List
        • Viewing a Table
        • Creating a New Window
        • Hiding Windows
          • Closing hidden windows
        • Automatically Arranging Windows
      • Saving Your Database
        • Saving a Copy of Your Database
        • Saving a Clone of Your Database
      • Using FileMaker's Help Menu
    • 2. Organizing and Editing Records
      • Views
        • Form View
        • List View
        • Table View
          • Modifying Table view
      • Advanced Find Techniques
        • Modify Last Find
        • Multiple Requests
          • Searching with AND conditions
          • Searching with OR conditions
        • Finding by Omitting
          • Refining a found set with Omit commands
        • Constraining and Extending the Found Set
          • Constraining the found set
          • Extending the found set
        • Refining Searches with Find Operators
          • Zero or More Characters, a.k.a. "Wildcard" (*)
          • Less Than (<), Less Than or Equal (), Greater Than (>), and Greater Than or Equal ()
          • Match Whole Word (=), Match Phrase (" "), and Match Entire Field (= =)
          • Range ()
          • Find Duplicate Values (!)
          • Today's Date (//) and Invalid Date or Time (?)
          • Any One Character (@), Any One Digit (#), and Zero or More Characters (*)
          • Relaxed Search (~)
        • Using the Find Pop-up Menu
          • Saving finds
          • Editing saved finds
      • Editing What's in Your Fields
        • Drag-and-drop Editing
        • Using the Replace Command
        • Find and Replace
      • Changing Text Appearance
        • Text Formatting
        • Paragraph Formatting
        • The Text Ruler
        • Formatting Tabs
          • Setting tabs in the Text Ruler
          • Setting tabs in the Tabs dialog box
      • Checking Spelling
        • Spell Checking with Menu Commands
        • Spell Checking As You Type
        • Managing Spelling Dictionaries
          • User dictionaries
      • Preview Mode and Printing
  • two. Building Your First Database
    • 3. Creating a Custom Database
      • Creating a New Database
      • Creating and Managing Fields in Table View
        • Creating Fields
        • Managing Field Types
        • Creating Records in Table View
        • Inserting a File into a Container Field
        • Exporting Field Contents
        • Inserting a File Using QuickTime
      • Understanding Layouts
        • The Layout Bar
        • The Layout Status Toolbar and Layout Mode
        • Layout Objects
      • Customizing a Layout
        • Editing Text Objects and Fields
          • Moving and resizing fields
          • Using object grids
          • Viewing sample data
          • Editing text objects
          • Deleting objects
          • Adding text objects
        • Using the Inspector
        • Inserting a Picture on a Layout
        • Adding Lines and Shapes
        • Formatting Fields
          • Formatting a Number field
          • Adding a field control style and a value list
          • Editing a value list
          • Adding a drop-down calendar to a field
          • Controlling field borders
        • Customizing a Layout's Body Part
          • Adding color to a layout part
          • Adjusting the Body part's height
      • Creating a New Layout
        • The Format Painter
        • Making Two Layouts Match
          • T-Squares
      • Arrange and Align Tools
        • Aligning and distributing
          • Aligning and distributing
          • Resizing
          • Grouping/Locking
          • Arranging
          • Rotating
    • 4. Adding Power to Your Database
      • Creating a Simple Calculation
        • Creating Fields with ManageDatabase
        • Adding New Fields to a Layout
      • Creating a Related Table
        • Understanding the Elements of a Relationship
        • Creating a Key Field with an Auto-Enter Serial Number
          • Using Replace Field Contents to add serial numbers
        • Creating a New Table
          • Viewing the new table's layout
        • Creating a Relationship Between Two Table Occurrences
      • Creating and Using Portals
        • Adding a Portal to a Layout
        • Resizing and Moving a Portal
        • Context
        • Creating Records Through a Portal
        • Editing Records Through a Portal
          • Deleting records through a portal
        • Performing Finds with Related Data
      • Using Tab Controls
        • Creating a Tab Control
        • Editing Tab Controls
          • Adding, removing, and reordering tabs
          • Default Front Tab
          • Tab justification
          • Appearance
          • Tab width
          • Formatting a Tab Control
        • Deleting a Tab Control
      • Adding Merge Fields
        • Using Symbols to Show Important Info
      • Writing a Basic Script
        • Creating a Sort Script
        • Creating a Button
        • Applying a Script Trigger
      • Creating a Dynamic Report with the Assistant
      • Creating a Trailing Group Report
      • Changing the Default Account
      • Summing Up
  • three. Thinking Like a Developer
    • 5. Creating and Managing a Relational Database
      • Understanding Relational Databases
      • Modeling Your Database
        • Choosing Entities
        • Finding Relationships
          • One-to-many relationships
          • One-to-one relationships
          • Many-to-many relationships
        • The Entity-Relationship Diagram
          • Creating an ER diagram
        • Keys
          • Primary and foreign keys
          • Choosing a good primary key field
        • Join Tables
      • Creating a Relational Database
        • Creating Relationships
        • Sorting a Relationship
        • Managing the Relationships Graph
          • Managing table occurrences using the Tables/Relationships tools
          • Arrange the graph
          • Selection tools
          • Color your table occurrences
          • Adding notes
          • Printing the graph
      • Using Relational Database Power
        • One Table Occurrence, One Found Set
        • Viewing Related Fields on a Layout
        • Creating a Value List Based on a Related Field
      • Lookups
        • Creating Lookups
        • Using a Relookup
        • Navigating Between Related Records
          • Go to Related Record
          • Using GTRR to create a found set
      • Reviewing Relationship Concepts
        • Bidirectionality
        • Implicit Relationships in Action
    • 6. Field Options
      • Understanding Field Types
        • Text
        • Number
        • Date
        • Time
        • Timestamp
        • Container
        • Calculation
        • Summary
      • Auto-Enter Field Options
        • Creation Values
          • Using Creation Name and Account Name
        • Modification Values
        • Serial Number
        • Value from Last Visited Record
        • Data
        • Calculated Value
        • Looked-up Value
      • Validation Options
        • Making Validation Stricter
        • Validation Requirements
          • Strict data type
          • Not empty
          • Unique
          • Existing value
          • Member of value list
          • In range
          • Maximum number of characters
      • Storage Options
        • Global Storage
        • Repeating Fields
        • Indexing
          • Automatic indexing
          • Controlling indexing manually
          • Indexing language
          • Seeing the index
        • Printing Field Definitions
      • Beyond Text: Container Fields
        • Pictures
          • Copy and paste
          • InsertPicture
        • QuickTime
        • Sound
          • Recording sound
        • File
          • Exporting data from container fields
    • 7. Layout Tools
      • Layout Parts
        • Parts in Form View
        • Parts in List View
        • Parts in Preview Mode
        • Part Setup Dialog Box
        • When to Use Each Type
        • Arranging Parts
      • Layout Types
        • Standard Form
        • Table View
        • List View
        • Report
        • Blank Layout
        • Labels or Vertical Labels
        • Envelope
        • Renaming a Layout
        • Setting Layout View
        • Found Sets and Layouts
        • Layout Setup
        • Manage Layouts
      • The Inspector's Data Tab
        • Field Control
      • Advanced Field Controls
        • Edit Box
        • Drop-Down List
        • Pop-Up Menu
        • Checkbox Set
        • Radio Button Set
        • Drop-Down Calendar
        • Auto-Complete
          • Auto-Complete in Edit Boxes
          • Auto-Complete in drop-down lists
        • Repetitions
        • Display Data From
        • Field Behavior
      • Data Formatting
        • Number Formatting
          • General
          • As entered
          • Boolean
          • Decimal
          • Currency
          • Percent
        • Date Formatting
          • As entered
          • Preset Styles
          • Custom
        • Time Formatting
          • As entered
          • Other Formats
        • Timestamp Formatting
        • Graphic Formatting
          • Format
          • Alignment
      • Buttons
        • Creating Buttons with the Button Tool
        • Turning an Existing Layout Object into a Button
        • Making a Button Not a Button
        • Button Actions
      • Tab Order
        • Customizing the Tab Order
        • Fixing the Tab Order in the People Database
        • Preserving the Automatic Order
      • Merge Fields
      • Merge Variables
      • Tooltips
      • Autoresizing
        • Autoresizing in List Layouts
      • Creating Layouts for Printing
        • Visualize the Result in Preview Mode
        • Print Margins
        • Columns
        • Sliding Layout Objects
          • When to use sliding
          • Choosing the objects to slide
          • Setting sliding options
          • More Sliding & Visibility options
    • 8. Understanding Calculations
      • Understanding Calculations
        • Creating a Calculation
      • The Structure of a Calculation
        • Using Fields in Calculations
        • Using Constants in Calculations
          • Number constants
          • Text constants
        • Using Operators in Calculations
          • Mathematical operators
          • The concatenation operator
          • Comparison operators
          • Logical operators
          • The ^ operator
          • Parentheses
        • Functions
          • Text functions
          • Text formatting functions
          • Number functions
          • Date functions
          • Time functions
          • Timestamp functions
          • Aggregate functions
          • Summary functions
          • Repeating functions
          • Financial functions
          • Trigonometric functions
          • Logical functions
          • Get functions
          • Design functions
          • Custom functions
          • External functions
        • Expressions
      • Using a Related Field in a Calculation
      • Understanding the Specify Calculation Dialog Box
        • Table occurrence context
        • Field list
        • Operators
        • Function list
        • Result Type
        • Calculation Box
        • Repetitions
        • Changing the Standard Evaluation Behavior
      • Auto-Enter Calculations
      • Validate Data Entry with a Calculation
      • Replacing Data Using a Calculation
      • Comments
    • 9. More Calculations and Data Types
      • Number Crunching Calculations
        • Number Function Types
        • Using Number Functions
          • Abs()
          • Average()
          • Count()
          • Floor() and Ceiling()
          • List()
          • Round()
          • SetPrecision()
      • Going Beyond Basic Calculations
        • Reviewing the Data and New Business Rules
        • Planning the Calculations
        • Constructing the Calculation
      • Text Calculations
        • Text Functions
          • Text function types
          • Character functions
          • Word functions
          • Text editing functions
          • Text value functions
          • Text counting functions
        • Text Formatting Functions
          • TextColor() and RGB()
          • TextFont()
          • TextSize()
          • TextStyleAdd() and TextStyleRemove()
      • Date and Time Calculations
        • Math with Dates and Times
          • Dates
          • Times
        • Parsing Dates and Times
        • Calculations that Create Dates and Times
          • The secret powers of Date()
      • Containers in Calculations
        • Calculations with Pictures, Sounds, Movies, and Files
        • Calculations with References
    • 10. Understanding Scripts
      • Understanding Scripts
      • Your First Script
        • Preparing the Database
        • Planning Your Script
        • Creating Your Script
        • Improving Your Script
      • Shortcuts to the Edit Script Window
      • The Importance of the Layout
        • When to Switch
      • Running Scripts
        • The Scripts Menu
        • Buttons
        • Script Triggers
        • Performing Scripts When a File Is Opened and Closed
        • Timer Scripts
      • Organizing Your Scripts
        • Creating Script Folders
        • Creating Menu Separators
      • Branching and Looping in Scripts
        • Branching with If, Else If, Else, and End If
        • Testing Multiple Conditions
        • Looping
          • Using Go to Record/Request/Page to exit a loop
      • Script Triggers
        • Creating a Simple Script Trigger
        • Layout Triggers
          • OnRecordLoad
          • OnRecordCommit
          • OnRecordRevert
          • OnLayoutKeystroke
          • OnLayoutEnter
          • OnLayoutExit
          • OnModeEnter and OnModeExit
          • OnViewChange
        • Object Triggers
          • OnObjectEnter
          • OnObjectKeystroke
          • OnObjectModify
          • OnObjectValidate
          • OnObjectSave
          • OnObjectExit
    • 11. Exploring Script Steps
      • Go to Layout
      • Go to Object
        • Naming objects
          • Naming objects
          • Using Go To Object in a Script
      • Scripting for Fields
        • Navigating Fields
          • Go to Field
          • Go to Next Field and Go to Previous Field
        • Editing Commands
        • Selecting Text
        • Editing Field Data
          • Avoiding Cut, Copy, and Paste
          • Set Field
          • Set Field by Name
          • Insert Calculated Result
          • Inserting other values
          • Putting data in container fields
        • A Field Script in Action
          • Building the script
        • Other Steps That Work with Fields
          • Replace Field Contents and Relookup Field Contents
          • Set Next Serial Value
          • Perform Find/Replace
      • Working with Records
        • Creating, Duplicating, and Deleting Records
        • Navigating Among Records
          • Go to Record/Request/Page
          • Go to Related Record
        • Opening, Reverting, and Committing Records
          • Open Record/Request
          • Commit Record/Request
          • Revert Record/Request
        • Copying Records
          • Copy Record/Request
          • Copy All Records/Requests
        • Working with Portals
          • Go to Portal Row
      • Finding Records
        • Performing People's Find Requests
          • Triggering a Find script
        • Static Find Requests
        • Using a Variable to Create Dynamic Find Requests
        • Constraining and Extending the Found Set
        • Omitting Records
        • Modify Last Find
      • Sorting Records
        • Sorting Records with an OnRecordLoad Trigger
      • Working with Windows
        • Creating Windows
        • Bringing a Window to the Front
        • Closing a Window
        • Moving and Resizing Existing Windows
          • Adjust Window
          • Arrange All Windows
          • Move/Resize Window
        • Other Window-Related Script Steps
      • Working with Files
        • Opening and Closing Files
        • Save a Copy As
        • Other File-Related Script Steps
      • Printing
      • Other Script Steps
        • Open URL
        • Dial Phone
        • Set Web Viewer
        • Execute SQL
        • Flush Cache to Disk
        • Exit Application
  • four. Becoming a Power Developer
    • 12. Applying Developer Utilities
      • Copying and Pasting Database Structure
        • Importing Tables and Fields
        • Copying and Pasting Tables
        • Copying and Pasting Fields
        • Copying Scripts and Script Steps
      • Script Debugger
        • Controlling Script Execution
        • Breakpoints
        • Examining Errors
        • Pause on Error
        • The Call Stack
        • Working with the Debugger Window
      • The Data Viewer
        • The Current Tab
        • The Watch Tab
      • Disable Script Steps
      • The Database Design Report
        • Generating the DDR
        • Using the DDR
        • Finding Broken Elements with the DDR
      • Custom Functions
        • Defining a Custom Function
        • Editing Custom Functions
        • Sharing Custom Functions
      • Custom Menus
        • Editing a Menu
        • Creating a New Menu
        • Using Existing Commands
        • Submenus
        • Removing a Menu
        • Installing Custom Menu Sets
      • Developer Utilities
        • Using the Developer Utilities
          • Renaming files
          • Create runtime solution application(s)
          • Remove admin access from files permanently
          • Enable Kiosk mode for non-admin accounts
          • Databases must have a FileMaker file extension
          • Create error log for any processing errors
          • Loading and saving settings
        • Delivering a Runtime Solution
      • File Maintenance
    • 13. Advanced Relationship Techniques
      • Advanced Relationships
        • Self-Join Relationships
          • No ambiguity or circularity allowed
        • Multiple Criteria Relationships
          • Editing a relationship's criteria
        • Relationship Operators
      • Portal Filtering
      • Understanding Table Occurrences
        • Adding a new key field to a table
          • Adding a new key field to a table
          • Adding a table occurrence
          • Adding fields for new table occurrences
      • Table Occurrence Groups
        • Listing the New Elements You'll Need
        • Understanding Table Occurrence Groups
        • Creating a New Table Occurrence Group
        • Building the Assign Expenses Layout
          • Duplicating and editing an existing layout
          • Copying a portal from another layout
          • Using GTRR to switch TOGs
      • Understanding Graph Arrangements
      • Connecting Database Files
        • Adding a Table Occurrence from Another File
        • Defining Data Sources Using a Path
      • Using Multiple Relationship Techniques
        • Creating the Invoice Finder Layout
    • 14. Reporting and Analysis
      • Summary Fields and Sub-summary Parts
        • Summary Fields
        • Other Summary Field Types
          • Total of
          • Average of
          • Count of
          • Minimum and Maximum
          • Standard Deviation of
          • Fraction of Total of
          • Summarizing repetitions
        • Advanced Sub-summary Parts
          • Multiple Sub-summary parts on one layout
        • Leading and Trailing Grand Summaries
        • Sub-summary Parts and Printing
      • Web Viewer Objects
        • Putting a Web Viewer on a Layout
        • Web Viewer Options
          • Allow interaction with web viewer content
          • Display content in Find mode
          • Display progress bar
          • Display status messages
      • Conditional Formatting
        • Conditional Formatting of Fields
        • Conditional Formatting of Text Objects
        • Advanced Conditional Formatting
        • Removing Conditional Formatting
      • Basic Charting (Found Set Charts)
        • Bar
          • Bar
          • Horizontal Bar
          • Line
          • Area
          • Pie
      • Chart Formatting
      • Charting and Reports
        • Picking the Right Fields
        • Choosing an Appropriate Layout Part
        • Using the Correct Sort Order
      • Advanced Charting
        • Delimited Data
        • Related Records
    • 15. Advanced Calculations
      • Understanding Boolean Functions
        • Using the Self Function
      • Using Storage Options
        • Understanding Stored and Unstored Calculation Fields
          • Field dependencies
          • Deciding when to store
          • Indexing calculations
        • Global Calculation Fields
      • Logical Functions
        • Conditional Functions
          • The If() function
          • The Case() function
          • The Choose() function
        • Constructing a Conditional Calculation
          • Total Due calculation #1: Using the If() function
          • Total Due calculation #2: Using the Case() function
      • The Let() Function and Variables
        • Defining Calculation Variables
          • Total Due calculation #3: Using the Let function
        • The Life of a Variable
          • Local variables
          • Global variables
        • Nesting Let Functions
      • Recursion
        • Step 1: Solve the First Case
        • Step 2: Assume Your Function Already Works, and Use It
        • Step 3: Find a Stopping Point
      • Plug-Ins
        • Installing Plug-ins
        • Old and New Plug-ins
        • Finding Plug-ins
        • Creating Your Own Plug-ins
    • 16. Advanced Scripting
      • Commenting Scripts
      • Importing Scripts
      • Communicating with Database Users
        • Showing a Simple Message
        • Asking a Simple Question
        • Asking a More Complex Question
      • Organizing Complex Scripts
        • The Perform Script Script Step
        • Halt Script and Exit Script
          • Exit Script (Result)
          • Organizing scripts that use Halt or Exit Script
      • Script Parameters
      • Script Variables
      • Handling Errors
        • The Set Error Capture Script Step
        • The Get ( LastError ) Function
        • The Allow User Abort Script Step
      • Advanced Script Triggers
        • Install OnTimer Script
        • Keystroke Triggers
          • Detecting which keys were pressed
          • Creating a simple keystroke trigger
          • Creating a keystroke filter
      • Putting a Complex Script Together
        • Planning the Script
        • Considering Exceptions
        • Creating Subscripts
          • Creating subscript placeholders
          • Creating skeleton subscripts
        • Finishing the Subscripts
          • The Find Unbilled Activity subscript
          • Copying and editing existing script steps
          • Adding a script parameter to a Perform Script step
          • Checking a subscript's result
          • Finishing the Create Invoice Record subscript
          • Finishing the Process Timeslips subscript
          • The Process Expenses subscript
        • Testing Scripts
  • five. Integration and Security
    • 17. Sharing Your Database
      • FileMaker Network Sharing
        • Setting Up a Host Computer
        • Opening a Shared File
        • The Open Remote File Dialog Box
          • Choosing a host computer
          • Choosing a file
      • Sharing over the Internet
        • Turning on Web Sharing
          • Advanced Web Publishing Options
          • Configuring file access
        • Connecting from a Web Browser
        • Custom Home Page
      • FileMaker Server
        • File Compatibility
        • Installing FileMaker Server
          • Single Machine installation
          • Multiple Machine installation
          • Configuring your server
        • Administering FileMaker Server
          • Installing a database
          • Scheduling a backup
        • Testing Your Server
      • Server Hardware
    • 18. Adding Security
      • How Security Works
        • Who Gets Access
        • What They Can Do
      • Privilege Sets
        • Understanding Privilege Sets
          • The built-in privilege sets
          • Custom privilege sets
        • Understanding Individual Privileges
          • Other privileges
          • Creating a privilege set
          • Data Access and Design privileges
          • Creating record-level access
          • Editing a privilege set
      • Managing Accounts
        • Adding a New Account
          • Testing your new account
        • External Authentication
      • Extended Privileges
        • Creating an Extended Privilege
        • Checking for an Extended Privilege
        • Assigning Extended Privileges
      • Managing External File Access
      • Scripts and Security
        • Detecting Privileges in a Script
        • Handling Security Errors
        • Running Scripts with Full Access Privileges
        • Managing Security with Scripts
          • Add Account
          • Delete Account
          • Reset Account Password
          • Change Password
          • Enable Account
          • Re-Login
    • 19. Sharing Data with Other Systems
      • Sharing Your Data with Others
        • Save/Send Records As
          • Saving as Microsoft Excel
          • Saving as Portable Document Format (PDF)
      • Snapshot Link
      • External SQL Sources
        • Setting Up ODBC
          • The SQL database server
          • Installing the ODBC driver
          • Configuring the data source
          • Finishing ODBC data source configuration
        • Connecting FileMaker to a SQL Data Source
        • Adding SQL Tables to a FileMaker Database
          • Creating relationships
          • Shadow tables
        • Using SQL Tables
      • Exporting Data
        • Grouped Exports
          • Export formats
      • Importing Data
        • Recurring Import
        • Importing over Existing Data
          • Update existing records in found set
          • Update matching records in found set
        • Creating Tables on Import
        • Creating a New Database from an Import File
        • Converting Older FileMaker Files
      • Import Data Sources
        • File
        • Folder
          • Importing a folder of pictures or movies
          • Importing a folder of text files
        • Digital Camera
        • XML Data Source
          • XML export
        • Bento Data Source
        • ODBC Data Sources
      • Importing and Exporting in a Script
        • Save Records Script Steps
        • The Import Records Script Step
        • The Export Records Script Step
  • six. Appendixes
    • A. Getting Help
      • Getting Help from FileMaker Pro
      • FileMaker's Installed Extras
        • Starter Solutions
        • Hands-On Tutorial
        • XML Examples
      • The Quick Start Screen
        • Getting Help from FileMaker, Inc.
        • The Resource Center
        • Updaters and Downloads
        • Web Seminars
        • FileMaker Training Series
        • Technical Support
          • Free support
          • Paid support
        • Developer Programs
          • TechNet
          • FileMaker Business Alliance
        • DevCon
      • Getting Help from the Community
        • Local User Groups
        • Mail Lists and Newsgroups
        • Training/Consultants
    • B. FileMaker Error Codes
  • Index
  • About the Authors
  • SPECIAL OFFER: Upgrade this ebook with OReilly

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