Using FileMaker Pro
- Getting Started
- Understanding FileMaker Pro Features
- Using the Status Toolbar
- Working in FileMaker Pro
- Working with Records
- Working with Fields
- Working with Related Data
- Finding Data with FileMaker
- Sorting
- Printing
- Importing and Exporting Data
- Using the Web Viewer
- Troubleshooting
- FileMaker Extra: Becoming a FileMaker Pro Power User
This chapter is from the book
This chapter is from the book
This chapter is from the book
Getting Started
It’s time to roll up your sleeves and actually put FileMaker Pro to use. Most of this book deals with being a FileMaker developer—someone focused on the programming side of creating and managing FileMaker solutions. However, development makes up only a small percentage of the overall time a given database is used. Much of the time a FileMaker solution will simply be in use and its users will care nothing for scripting, calculations, or the vagaries of user interface design. They will simply be involved in working with a developer’s creation and will not need to know anything of the programming side of FileMaker.
This chapter introduces you to how to make the most of FileMaker databases that have already been built. All FileMaker databases—often called solutions, systems, or applications—have certain common elements, and becoming adept at using FileMaker Pro solutions will not only help you manipulate and analyze data better, but will assist you in extending what you can accomplish with that data.
When it comes to getting started with FileMaker, you need to know a few basics. Installing FileMaker Pro is automated, as is the case with most software today. Whether you have a CD with FileMaker on it or have downloaded the software from filemaker.com, you’ll find an installer on the disk or disk image. If there is a Read Me file, do just that before you continue.
Even after you have installed FileMaker, you might find a minor barrier before you can use it. Automated software updates might present you with a window after you launch FileMaker and before you can get to work. Software updates occur whenever updates are available.
The Quick Start screen is what you normally see when FileMaker starts. From there, you can open or create databases and get help. After you look at these aspects of FileMaker, it will be time to move on to actually working with databases and their components.
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Most software is sold as a download, which means that fewer and fewer cartons, manuals, and CDs need to be produced and stored. This provides savings to users and vendors, and uses fewer raw materials and provides less trash when products are discarded in favor of new ones. In this environment, registration is increasingly important to prove your ownership of a product. If you have a credit card receipt, you might be able to track through the process of the purchase to prove that you did, indeed, purchase a product, but if you have registered the product, the process is immensely easier. Some people are hesitant to register because they are afraid of receiving too much unsolicited commercial email, but FileMaker, like all responsible companies, respects your wishes in this regard. Just make certain to check the communication options you prefer in the registration process.
Registration
You can choose to register your copy of FileMaker; this also provides FileMaker with personal information, including your address, which can be used to notify you of new products, updates, and the like. During the registration process, you can indicate to FileMaker what sorts of communications—if any—you would like to receive about FileMaker products. FileMaker can also use the information from the registration process to find out more about the people who use FileMaker and the purposes to which they intend to put the product.
Registration is required for the use of free trial software. You might also be prompted to register your software during the installation process.
If you choose not to register at this time, you can always decide to register later by choosing Register Now from the Help menu. Registration is optional, meaning you never have to register.
Software Updates
You might be prompted to download updates to FileMaker software. This accounts for a screen that you might see when you first launch FileMaker Pro. The choice of downloading the update is up to you—as is the choice of whether to perform this automatic check, as shown in Figure 2.1. Choices in this dialog are part of your preferences, which you can get to in OS X from the Preferences command in the FileMaker application menu. In Windows, the Preferences command is at the bottom of the Edit menu. This is one of the few interface differences between the two operating systems in FileMaker Pro.
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Figure 2.1. You can control checking for software updates.
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Many people automatically check for software updates right after the installation of a new application. For any product, some minor revisions are often released shortly after the main release of the product, and it makes sense to start your adventures with a new version of the software with the latest code.
Using the Quick Start Screen
When you launch FileMaker Pro, you see the Quick Start screen—generally the first screen after registration and software updates (if any) are disposed of. The Quick Start screen provides a simple interface to a variety of FileMaker Pro tools, as shown in Figure 2.2.
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Figure 2.2. The Quick Start screen is your gateway to FileMaker Pro.
At the left, three icons let you choose from tools to create a database, open a database, or get assistance. The Quick Start screen opens to whichever view you last selected.
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As you can see from the check box at the bottom left of the Quick Start screen, you can choose not to have this screen shown at startup. If you choose that option, you can always reopen this screen by choosing Quick Start Screen from the Help menu.
You can create a database from scratch or from one of the Starter Solutions; you can also choose to create a database directly from an existing document in a non-FileMaker format, as shown in Figure 2.2. The Starter Solutions are a set of FileMaker Pro databases that you can use as is or with modifications for your own customized solutions. FileMaker categorizes the Starter Solutions into a variety of areas (some are in more than one area). In addition to the Quick Start Screen, you can choose File, New From Starter Solution to create a database from a Starter Solution.
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Until FileMaker Pro 12, the Starter Solutions used a common user interface. Those Starter Solutions served as the basis of many solutions that have been developed over the years. With FileMaker Pro 12, a wider variety of interfaces has been created to show you the various possibilities from which you can choose.
In the center of Quick Start, you can open files and servers that you have recently used. You can use a Browse button to open your standard Open File dialog.
For more information about opening remote files, see “Working in FileMaker Pro,” p. 39.
Getting Help
For FileMaker users, help consists of a variety of tools ranging from online help to the FileMaker website and books such as this one. For most people, help begins with the Help menu, shown in Figure 2.3.
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Figure 2.3. FileMaker Pro’s Help menu is just the beginning of built-in assistance. It provides you with a variety of assistance, ranging from simple keyboard commands all the way to developing your own solutions.
The Resource Center command takes you to the FileMaker website where additional information is provided.
In addition to the Help menu, you will find Learn More links on many of the FileMaker dialogs. They are discussed at the appropriate points of this book.
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As you look at recent files, you can select one to add to your Favorite Files (either local or remote). Just select it and click the Manage Favorites link. This technique can save you a lot of time, particularly if a file is on a remote server and it would take several mouse clicks to select the server, the appropriate folder, and then the file.