User manual FILEMAKER FILEMAKER PRO 7-TUTORIAL

[. . . ] 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker is a trademark of FileMaker, Inc. , registered in the U. S. and other countries, and ScriptMaker and the file folder logo are trademarks of FileMaker, Inc. You are not authorized to make additional copies or distribute this documentation without written permission from FileMaker. You may use this documentation solely with a valid licensed copy of FileMaker software. All persons and companies listed in the examples are purely fictitious and any resemblance to existing persons and companies is purely coincidental. [. . . ] Dragging the body tab above the page boundary limits your form letter to a single page. 11. Use the scroll bar at the bottom of the screen to scroll a few 1 1 1 1 1 1 create a blank layout create a text block to contain your letter add merge fields for the recipient's name and address type the letter customize the letter with the recipient's company name add the closing inches to the right. Scroll up to the top of the layout. Create the text block You will create a text block with a 2 inch margin on all sides. 1. Drag a rectangle starting about 2 inches from the top left side of the layout, and ending about 2 inches from the bottom right side, as indicated by the page boundary lines. When you release the mouse, the insertion point flashes in the top left of the text box. You will type the letter inside this box. Creating lists, mailing labels, and form letters 35 In your own letters, you can use more fields (for example, a title field) for a more elegant salutation. 4. Type the letter: The Corporate Travelers Club welcomes you and your company to our organization. The text tool is selected We look forward to doing business with you and hope you have many pleasant trips with us! Customize the letter with the company name Add the address 1. Press Tab several times to align the insertion point with Sincerely, and type John Jones. Enter a line space, then press Tab again to align the cursor with the 1 1 Windows: Press the Enter key above the Shift key on the keyboard. Add merge fields for the street address, city, and country, with appropriate spaces, new lines, and punctuation. previous lines of text, then type President. Choose View menu > Browse Mode to see your letter. Type the letter 1. Press Enter (Windows) or Return (Mac OS) twice to create two line spaces at the end of the address. 2. Insert merge fields for the first and last name, separated by a space. It should look like the letter in the sample file without the letterhead. When you are finished with this lesson, close each open file by choosing File menu > Close. 36 FileMaker Pro Tutorial For more information In this lesson, you have created list, label, and form-letter layouts. You can create as many layouts as you like, to organize your information in any way you like. To learn how to create other layouts, see lesson 9 in this tutorial and chapter 2 in the FileMaker Pro User's Guide. Lesson 7 Simplifying data entry You can simplify the way you enter data in FileMaker Pro and improve accuracy by using value lists, calculation fields, and data auto-entry. Choose Data Entry from the Layout pop-up menu if it is not already selected. 5. Locate the Membership Type field on the current record. 1 1 1 see how value lists can aid data entry write and test a calculation formula use a field's auto-entry options to automatically enter data You see two radio buttons, one for New and one for Continuing. These correspond to the two choices in the Membership Types value list. Important Copy the Tutorial folder to your hard drive or verify that it is installed before beginning this lesson. See "Where to find the lesson files" on page 7 for more information. A value list with predefined values, displayed as radio buttons 6. Click one to enter the corresponding value in the field. Enter data using value lists Value lists let you choose the value you want from a scrolling list, a pop-up menu, checkboxes, or radio buttons. These lists can contain predefined values, or can be constructed dynamically based on the values in a particular field. They are an efficient way to enter frequently used values into your database. Define a value list 1. [. . . ] A new member added to the Members table automatically appears at the end of the members list in the matching company record in the Companies table. to display the Edit Relationship dialog box. 5. In the Members table, select Allow creation of records in this table via this relationship. This lets you add a name to the Members list. Select this checkbox Making databases relational 59 6. Click OK, then click OK again to close the Define Database dialog box. [. . . ]