Pro-Form Quick Start 9.0 User's Guide

FileMaker® Pro 12Tutorial

Lesson 2 Browsing informationYou view, enter, or change data in Browse mode. This is the simplest way to interact with your database.In this lesson y

Lesson 2 | Browsing information 113. Click the right page of the book icon to move forward one record at a time, and click the left page to move bac

Lesson 2 | Browsing information 12See a different layoutTo see some layouts in action, use the file you just opened.1. Click the Layout pop-up menu,

Lesson 2 | Browsing information 132. Choose the Customer Type List layout from the Layout pop-up menu.This layout shows each record as one row in a

Lesson 2 | Browsing information 14View your layouts as forms, lists, and tablesYou can view your layouts in three different ways: as a form, as a li

Lesson 2 | Browsing information 15Explore the status toolbar and layout barThe status toolbar at the top of the FileMaker Pro window gives you quick

Lesson 2 | Browsing information 16Save a copy of the sample fileYou will use a copy of the sample file in the lessons ahead. To save a copy of the s

Lesson 3 Finding and sorting recordsYour database is a collection of records. Sometimes you’ll work with all of the records in the database (mailing

Lesson 3 | Finding and sorting records 183. Press Enter (Windows) or Return (Mac OS).The result of your quick find search is the found set. The pie

Lesson 3 | Finding and sorting records 19Your find request returns records for the four customers who live in New York. The pie chart shows the foun

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Lesson 3 | Finding and sorting records 203. Click New Request in the status toolbar.Notice that the status toolbar shows that there are currently tw

Lesson 3 | Finding and sorting records 214. Immediately after the ellipsis (...), type 6/30/2011. 5. Click Perform Find. Your search returns six rec

Lesson 3 | Finding and sorting records 22Save a find request to use laterIf you create a complex find request that you plan to use repeatedly, you c

Lesson 3 | Finding and sorting records 23To sort records in alphabetical order by the customers’ last names:1. In the layout bar, click the Layout p

Lesson 3 | Finding and sorting records 24Add a new record in List ViewAfter you have sorted a found set, FileMaker Pro displays new records you add

Lesson 4 Creating a database and entering recordsIn the previous lessons, you saw how to use a simple database with existing data. Now you will creat

Lesson 4 | Creating a database and entering records 266. Click + to the right of the First Name field. 7. Type Last Name.8. Click + and type Fee Pai

Lesson 4 | Creating a database and entering records 27Enter data into the databaseNow you can enter data in MyFile.fmp12.Create the first record1. C

Lesson 4 | Creating a database and entering records 28Modify data in a recordSuppose you realize that Jane Doe paid 75 dollars, not 25. You can easi

Lesson 4 | Creating a database and entering records 29For more informationYou have created a simple database and defined fields, then added, modifie

ContentsLesson 1 FileMaker Pro basics 7How to use this tutorial 7Where to find the sample file 8Database concepts 8What is a database? 8

Lesson 5 Customizing what you seeYou can enhance the way your data looks by adding graphics and other effects.In this lesson, you will:1 learn how la

Lesson 5 | Customizing what you see 313. Click Edit Layout in the layout bar, and select any field. The status toolbar displays tools you use to des

Lesson 5 | Customizing what you see 32Resize, move, and add a fieldSelect and resize a field1. Click the First Name field on the layout to select it

Lesson 5 | Customizing what you see 335. Select and Shift-select the labels and fields, then use the arrow keys to move the objects closer to the Ho

Lesson 5 | Customizing what you see 34Add a tab panel1. Click Edit Layout in the layout bar.2. Select the Contact Info tab to select the tab panel.

Lesson 5 | Customizing what you see 357. Select, then Shift-select the Company, Customer Type, Fee Paid, Date Paid, and Customer Since fields and th

Lesson 5 | Customizing what you see 364. Click Data.5. Near the bottom of the Inspector under Data Formatting, click Number and for Format, choose

Lesson 5 | Customizing what you see 37Add a graphic to the layoutNext you will add a logo beside the bakery’s name.1. Click to the left of the headi

Lesson 6 Creating lists, mailing labels, and form letters You can easily create layouts to view and print information in many different ways.In this

Lesson 6 | Creating lists, mailing labels, and form letters 397. Click Next.8. Click Next to leave the records in their original order. 9. From the

4 Lesson 4 Creating a database and entering records 25Create a simple database 25About fields 25Create a database 25Enter data into the data

Lesson 6 | Creating lists, mailing labels, and form letters 40Choose the fields that will appear on the labels1. Double-click First Name in the list

Lesson 6 | Creating lists, mailing labels, and form letters 4112. When you are finished looking at your labels layout, click Exit Preview in the lay

Lesson 6 | Creating lists, mailing labels, and form letters 426. Click the Footer part label, then press Backspace or Delete.7. Verify that the unit

Lesson 6 | Creating lists, mailing labels, and form letters 437. Add merge fields for the home address, city, and country, with appropriate spaces,

Lesson 6 | Creating lists, mailing labels, and form letters 44Customize the letter with the company name1. Click after the word company in the first

Lesson 7 Simplifying data entryYou can simplify the way you enter data in FileMaker Pro and improve accuracy by using value lists, calculation fields

Lesson 7 | Simplifying data entry 467. Click OK to close the Edit Value List dialog box.8. Click OK to finish.Assign a value list to a field and dis

Lesson 7 | Simplifying data entry 47Generate values with a calculation fieldWhen you want FileMaker Pro to perform a calculation for you, for exampl

Lesson 7 | Simplifying data entry 489. Select the placeholder text test and type the following exactly as it appears here:Customer Type = “Continuin

Lesson 7 | Simplifying data entry 49Your calculation formula is now complete. When data is entered in the Customer Type field, FileMaker Pro compare

5 Lesson 7 Simplifying data entry 45Enter data using value lists 45Define a value list 45Assign a value list to a field and display it as radio

Lesson 7 | Simplifying data entry 5011. Click Save Layout, then Exit Layout to switch to Browse mode.12. Select the Payment Status tab.13. Test your

Lesson 8 Automating tasks with buttons and scriptsFileMaker Pro lets you automate many database tasks with buttons and scripts. These powerful featur

Lesson 8 | Automating tasks with buttons and scripts 528. In the Specify Layout dialog box, choose Customer Type List and click OK.9. Click OK to cl

Lesson 8 | Automating tasks with buttons and scripts 534. From the list on the left, scroll down and under Navigation, select the Go to Layout scrip

Lesson 8 | Automating tasks with buttons and scripts 545. In the Options area, for Current Script click Specify. Select Preview Labels Layout from t

Lesson 9 Creating and running reportsThe process of retrieving and organizing data from a database is called reporting. Reports help you organize and

Lesson 9 | Creating and running reports 562. In the Modify Table View dialog box, clear the checkboxes for all fields except Company, First Name, La

Lesson 9 | Creating and running reports 572. Move the pointer over the Company column heading, and click the down arrow. Choose Field > Hide Fiel

Lesson 9 | Creating and running reports 583. Move the pointer over any column heading, and click the down arrow. Choose Table View > Reset, then

Lesson 9 | Creating and running reports 595. Select Include Subtotals and Include Grand Totals, if they are not already selected. Notice how the rep

6 Lesson 11 Making databases relational 67Display a related record in a file 67Define a relationship to another table 67Display data from a rel

Lesson 9 | Creating and running reports 607. Clear the Customer Type checkbox.Customer Type will appear only once in each grouping, as shown in the

Lesson 9 | Creating and running reports 613. For Subtotal placement, use the default value of Below record group.4. Click Add Subtotal. This tells F

Lesson 9 | Creating and running reports 625. In the Footer area, for Bottom center, choose Page Number to include a page number at the bottom of eac

Lesson 9 | Creating and running reports 634. Click Finish. You see the completed report in List View. The fees collected for each customer type are

Lesson 9 | Creating and running reports 64Delete a record to see updated summary valuesWhen you work in List View or Table View in Browse mode, File

Lesson 10 Charting dataFileMaker Pro helps you compare and contrast data graphically in column, bar, positive/negative, line, area, scatter, bubble,

Lesson 10 | Charting data 666. In the Chart inspector, for Title, type Revenue by Company. 7. For Type, choose Pie.The chart preview updates to disp

Lesson 11 Making databases relationalRelational databases let you easily view related data and streamline data entry. You can enter data once, then v

Lesson 11 | Making databases relational 685. Release the mouse button. You see the relationship you have created. The relationship is based on match

Lesson 11 | Making databases relational 6910. Click the book in the status toolbar to flip through the records until you see the company name change

Lesson 1 FileMaker Pro basicsWelcome to the FileMaker® Pro tutorial. This tutorial shows you how you can manage your information in FileMaker Pro. Yo

Lesson 11 | Making databases relational 707. Click Edit Layout in the layout bar. 8. Select the Portal tool in the status toolbar and draw a box o

Lesson 11 | Making databases relational 716. Test your new structure: type the name of a new customer at ABC Company. 7. Choose Data Entry from the

Lesson 12 Sharing and exchanging dataYou can share data over a network using FileMaker Pro, FileMaker Server, or via the internet using Instant Web P

Lesson 12 | Sharing and exchanging data 73Once a shared file is open, the host and clients have access to the same information, and all changes to

Lesson 12 | Sharing and exchanging data 744. For Network access to file, select All users.5. Click OK.Note Windows: You might receive a security

Lesson 12 | Sharing and exchanging data 753. For Network access to file, click No users.4. To disable network sharing of all files, for Network Sha

Lesson 12 | Sharing and exchanging data 76About importing dataThere are several ways to import data into an existing file. You can:1 add new record

Lesson 12 | Sharing and exchanging data 779. Make sure that an appears between both the First Name fields and the Last Name fields.If you don’t s

Lesson 13 Protecting data in FileMaker ProAlthough your operating system includes file security features, you should use FileMaker Pro accounts and p

Lesson 13 | Protecting data in FileMaker Pro 79To create an account and password:1. Open Sample Copy.fmp12.2. Choose File menu > Manage > Sec

Lesson 1 | FileMaker Pro basics 8To send your feedback on this guide, see: http://www.filemaker.com/company/documentation_feedback.html.Where to f

Lesson 13 | Protecting data in FileMaker Pro 80Create a privilege setAbout privilege setsPrivilege sets specify a level of access to a database fil

Lesson 13 | Protecting data in FileMaker Pro 81Create a custom privilege setSuppose your business relies on temporary staff at certain times of the

Lesson 14 Backing up your databasesPower failures, disk problems, and other unexpected computer problems can happen to anyone at any time. To help pr

Lesson 1 | FileMaker Pro basics 9FileMaker Pro basicsFileMaker Pro is a cross-platform application. Files created on a Mac can be opened in FileMak