FileMaker Pro 10: The Missing Manual

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• FileMaker Pro 10: The Missing Manual
• A Note Regarding Supplemental Files
• The Missing Credits
  • About the Authors
  • About the Creative Team
  • The Missing Manual Series
• Introduction
  • Why FileMaker Pro?
  • Whats New in FileMaker Pro 10
  • The Very Basics
  • About This Book
    • About the Outline
    • Living Examples
    • Macintosh and Windows
    • About These Arrows
    • About MissingManuals.com
    • Safari Books Online
• I. 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 Records to Your Database
      • Creating a Record
      • Entering Data
        • Moving between fields
      • Fields for Lots of Text
        • Reverting a record
        • Editing a record
        • Duplicating a record
      • Deleting Records
      • Understanding Browse Mode Error Messages
        • No records present
        • Typing in a record
    • Navigating Your Database
      • Navigating Record by Record
      • Keyboard Shortcuts
    • Finding Records
      • Performing a find
        • Performing a find
        • FastMatch
      • 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 FileMakers 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
        • The wildcard (*)
        • Less Than (<), Less Than or Equal To (), Greater Than (>), and Greater Than or Equal To ()
        • Exact Match (=), Literal Text ( ), and Field Content Match (= =)
        • Range ()
        • Duplicates (!)
        • Todays Date (//) and Invalid Date or Time (?)
        • One Character (@), One Digit (#), and Zero or More Characters (*)
        • Relaxed Search (~)
      • Using the Find Pop-up Menu
        • Saving finds
        • Editing saved finds
    • Editing Whats 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
    • Printing and Preview Mode
    • Beyond Text: Container Fields
      • Pictures
        • Copy and paste
        • Insert Picture
      • QuickTime
      • Sound
        • Recording sound
      • File
        • Exporting data from container fields
  • 3. Building a New Database
    • Tables and Fields
      • Tables: The Foundation of Your Database
      • Figuring Out What Fields You Need
    • Defining Fields
      • Changing a Fields Name
      • Duplicating a Field
      • Deleting a Field
      • Reordering the Field List
      • Printing Field Definitions
      • Field Types
        • Text
        • Number
        • Date
        • Time
        • Timestamp
        • Container
        • Calculation and summary
    • Advanced Field Options
      • Auto-Enter Options
        • Creation values
        • Modification values
        • Serial number
        • Value from last visited record
        • 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
• II. Layouts
  • 4. Understanding Layouts
    • What Is a Layout?
      • Types of Layouts
      • Making a New Layout
      • Views
    • The Layout Bar
      • Renaming a Layout
      • Found Sets and Layouts
    • What Makes a Layout
      • Part Types
        • Parts in Form view
        • Parts in List view
        • Parts in Preview mode
        • When to use them
      • Layout Objects
        • Text objects
        • Lines and shapes
        • Images
        • Fields
    • Customizing a Layout
      • The Look
      • Layout Mode
      • The Status Toolbar
      • Arranging Parts
      • Laying Out Fields and Labels
        • Moving objects
        • Resizing objects
        • Working with text
        • Removing objects from a layout
        • Working with fields
      • Autoresize
      • Decorating a Layout
        • Coloring a part
        • Applying color to text
        • Adding lines and shapes
        • Adding pictures
    • Determining Tab Order
      • Customizing the Tab Order
      • Fixing the Tab Order in the People Database
      • Preserving the Automatic Order
  • 5. Building Basic Layouts
    • The Lowdown on Layout Types
      • Standard Form
      • Columnar List/Report
      • Table View
      • Labels or Vertical Labels
      • Envelope
      • Blank Layout
    • Creating a Layout from Scratch
      • Adding a New Layout
      • Matching Two Layouts
        • Matching part sizes with the Object Info palette
        • Matching part sizes with the T-squares
        • Finishing the header
      • Set Up the Body
        • Making data flow with merge fields
        • Matching styles
        • Adding fields to a layout
        • Using symbols to show important info
        • Rotating objects
        • Decorate the layout
      • Setting Layout View
      • Setting Anchors in List Layouts
    • Conditional Formatting
      • Conditional Formatting of Fields
      • Conditional Formatting of Text Objects
      • Advanced Conditional Formatting
      • Removing Conditional Formatting
    • 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 message
    • Adding 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
    • 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/Printing options
      • Setting Layout Order
      • Layout Setup
  • 6. Advanced Layouts and Reports
    • Value Lists
      • Creating Value Lists
        • Values from a field
      • Editing Value Lists
    • 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
    • Format the Number/Date/Time/Graphic
      • Number Formatting
        • General format
        • Leave data formatted as entered
        • Format as Boolean
        • Format as decimal
      • Date Formatting
        • Leave data formatted as entered
        • Format as
        • Custom
      • Time Formatting
        • Leave data formatted as entered
        • Format as
      • Timestamp Formatting
      • Graphic Formatting
        • Scale
        • Alignment
    • Adding Buttons
      • Creating Buttons with the Button Tool
      • Turning an Existing Layout Object into a Button
      • Making a Button Not a Button
      • Button Actions
        • Go to Layout
        • Go to Record/Request/Page
        • Go to Field
        • Go to Next Field and Go to Previous Field
        • Enter Browse Mode, Enter Find Mode, and Enter Preview Mode
        • Editing actions
        • Field actions
        • Record actions
        • Found set actions
        • Window actions
        • Print actions
        • Open Menu Item actions
        • Exiting FileMaker
    • Summary Fields and Sub-Summary Parts
      • Summary Fields
      • Using Sub-Summary Parts
        • Multiple sub-summary parts on one layout
      • Leading and Trailing Grand Summaries
      • Sub-Summary Parts and Printing
      • Other Summary Field Types
        • Total of
        • Average of
        • Count of
        • Minimum and Maximum
        • Standard Deviation of
        • Fraction of Total
        • Summarizing repetitions
• III. Multiple Tables and Relationships
  • 7. Adding Multiple Tables and Relationships
    • Relational Databases Explained
    • 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
        • Choosing a good key field
        • Primary and foreign keys
      • Join Tables
    • Creating a Relational Database
      • Creating the Tables
      • Creating the Fields
        • Adding primary keys
        • Adding foreign keys
      • Defining the Relationships
      • Cleaning Up the Relationship Graph
        • Selection tools
        • Arrange the graph
        • Color your table occurrences
        • Adding notes
        • Printing the graph
        • Deleting relationships
      • Finishing the Field Definitions
        • Customers table fields
        • Jobs table fields
        • Expenses table fields
        • Timeslips table fields
        • Invoices table fields
        • Line Items table fields
        • Payments table fields
    • Relational Databases
      • One Table Occurrence, One Found Set
      • Viewing Related Fields
      • Adding or Editing Data with Relationships
      • Editing Related Data
        • Portals
        • Editing data through a portal
  • 8. Advanced Relationship Techniques
    • Creating Related Records
      • Value Lists Based on Fields
      • Creating Related Records Through a Portal
        • Preparing the relationship
        • Adding a portal to a layout
        • Adding records in a portal
      • Navigating Between Related Records
        • Go to Related Record
        • GTRR with a found set
    • Table Occurrences
      • Understanding Table Occurrences
      • Relationships with Table Occurrences
        • Adding a new key field to a table
        • Adding a table occurrence
        • Adding fields for new table occurrences
    • Managing Data with Data Tunneling
      • Understanding Data Tunneling
        • What you need in your data tunneling interface
      • Understanding Table Occurrence Groups
      • Managing the Relationships Graph
    • Building a Data Tunneling Interface
      • Creating a Global Field
      • Creating a New Table Occurrence Group
      • Building a Global Field Layout
        • Using a global pop-up field to change the display in a value list
    • Connecting Database Files
      • Adding a Table Occurrence from Another File
      • Defining Data Sources Using a Path
    • Lookups
      • Creating Lookups
      • Using a Relookup
    • Advanced Relationships
      • Relationships with More than One Criterion
      • Other Relationship Operators
      • Creating the Invoice Finder
• IV. Calculations
  • 9. 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
    • Creating a Calculation Field
      • Understanding the Specify Calculation Dialog Box
        • Table occurrence context
        • Field list
        • Operators
        • Function list
        • Result type
        • Calculation box
        • Repetitions
    • Auto-Enter Calculations
    • Validate Data Entry with a Calculation
    • Replacing Data Using a Calculation
    • Comments
  • 10. More Calculations and Data Types
    • Number Crunching Calculations
      • Number Operators
      • Number Function Types
      • Using Number Functions
        • Abs( )
        • Average( )
        • Count( )
        • Floor( ) and Ceiling( )
        • List( )
        • Round( )
        • SetPrecision( )
    • Going Beyond Basic Calculations
      • Preparing the Data
      • Building the Calculation Fields
      • Constructing the Calculation
    • Text Calculations
      • The Concatenation Operator
      • 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
  • 11. Advanced Calculations
    • Conditional Formatting Formulas
      • Understanding Boolean Functions
      • Using the Self( ) Function
    • Using Storage Options
      • 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
  • 12. Extending Calculations
    • Custom Functions
      • Defining a Custom Function
      • Editing Custom 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
• V. Scripting
  • 13. Understanding Scripts
    • Your First Script
      • Preparing the Database
      • Planning Your Script
      • Creating Your Script
      • Improving Your Script
    • The Importance of the Layout
      • When to Switch
    • Running Scripts
      • The Scripts Menu
      • Buttons
      • Script Triggers
      • Opening and Closing Scripts
      • 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
      • Layout Triggers
        • OnRecordLoad
        • OnRecordCommit
        • OnRecordRevert
        • OnLayoutKeystroke
        • OnLayoutLoad
        • OnModeEnter and OnModeExit
      • Object Triggers
        • OnObjectEnter
        • OnObjectKeystroke
        • OnObjectModify
        • OnObjectSave
        • OnObjectExit
      • A Simple Script Trigger
  • 14. Exploring Script Steps
    • Go to Layout
    • 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
        • Insert Calculated Result
        • Inserting other values
        • Putting data in container fields
        • Set Field by Name
      • A Field Script in Action
        • Building the script
      • Other Steps That Work with Fields
        • Perform Find/Replace
        • Replace Field Contents and Relookup Field Contents
        • Set Next Serial Value
    • 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 Peoples Find Requests
        • Triggering a Find script
      • Static Find Requests
      • Dynamic Find Requests
      • Constraining and Extending the Found Set
      • Omitting Records
      • Modify Last Find
    • Sorting Records
      • Sorting Records Automatically
    • 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
  • 15. Advanced Scripting
    • Commenting 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
    • 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
        • The Create Invoice Record subscript
        • The Process Timeslips subscript
        • The Process Expenses subscript
        • Finishing the main script
      • Testing Scripts
    • Advanced Script Triggers
      • Install OnTimer Script
      • Keystroke Triggers
        • Detecting which keys were pressed
        • Creating a simple keystroke trigger
        • Setting up a keystroke filter
• VI. Security and Integration
  • 16. 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
      • External Authentication
    • Extended Privileges
      • Creating an Extended Privilege
      • Checking for an Extended Privilege
      • Assigning Extended Privileges
    • 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
  • 17. Sharing Data with Other Systems
    • Sharing Your Data with Others
      • Save/Send Records As
        • Saving as Microsoft Excel
        • Saving as Portable Document Format (PDF)
    • External SQL Sources
      • Setting Up ODBC
        • The SQL database server
        • Installing the ODBC driver
        • Configuring the data source
      • 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
      • 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
  • 18. 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
        • Two Machine installation
        • Configuring your server
      • Administering FileMaker Server
        • Installing a Database
        • Scheduling a backup
      • Testing Your Server
    • Server Hardware
  • 19. 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
      • Active Scripts
      • 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
    • Tooltips
    • Custom Menus
      • Editing a Menu
      • Creating a New Menu
      • 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
• VII. Appendixes
  • A. Getting Help
    • Getting Help from FileMaker Itself
      • The Resource Center
      • FileMaker Pro Help
      • Templates
      • XML Examples
    • Getting Help from FileMaker, Inc.
      • Updaters and Downloads
      • Downloadable Resources
      • Knowledge Base
      • Forums
      • Technical Support
        • Free support
        • Paid support
      • Developer Programs
    • Getting Help from the Community
      • Mail Lists and Newsgroups
      • Training/Consultants
      • DevCon
  • B. FileMaker Error Codes
• Index
• About the Authors
• Colophon
• Copyright

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