Contents FileMaker Pro 14 Help Using FileMaker Pro FileMaker Pro basics New features in FileMaker Pro 14 Using Help Learning more about FileMaker Pro Converting the trial version to the full version of FileMaker Pro About FileMaker Pro solutions About FileMaker Pro modes Performing menu commands Using the status toolbar Using shortcut menus Converting files from FileMaker Pro 11 and earlier Conversion overview Converting a single file Converting multiple files at once Reading the Conversion.log file Converting FileMaker Pro databases earlier than version 7.x Troubleshooting conversion problems Preserving user dictionary information How layouts are converted Layout mode changes made in FileMaker Pro 12 Managing files Starting FileMaker Pro Opening files Working with favorite files and hosts Opening files with different system formats Opening files troubleshooting Using the zoom controls Opening multiple windows per file Arranging windows in FileMaker Pro Saving and copying files Adding and viewing data Working with records in Browse mode Viewing records as a form, list, or table Selecting the current record Moving through records Navigating in web viewers Working with data in Table View Displaying and hiding fields in Table View Creating dynamic reports in Table View Adding, duplicating, and deleting records Adding and duplicating records Adding and duplicating related records Deleting records Entering data in records Selecting a field in Browse mode or Find mode Entering and changing data in fields Moving text and data with drag and drop Exporting the contents of a field Working with data in date fields Entering Japanese Emperor Year dates Conversion of dates with two-digit years Working with data in time fields Committing data in records Using URLs in a field Copying and moving data in records Entering preset data from a value list Restoring data in records Using a field index Inserting the current date or other variables into a field Editing and formatting text Selecting text Editing text Formatting text in Browse mode Using data in container fields Inserting content into container fields Pasting graphics and videos from the Clipboard Playing recorded sounds in container fields Working with audio and video in interactive containers Working with PDF files in interactive containers Deleting data from container fields Checking spelling Checking spelling as you type Creating, selecting, and editing spelling dictionaries Replacing the contents of a field Adding and viewing data troubleshooting Wrong or missing data in field Summary data is missing or incorrect List View or Table View refreshes when adding records Can't click or tab into a field Alerts when entering data Value lists troubleshooting Finding, sorting, and replacing data Finding records Performing a quick find in Browse mode Finding records based on criteria in a single field Making a find request Finding text and characters Finding numbers, dates, times, and timestamps Finding ranges of information Finding data in related fields Finding empty or non-empty fields Finding duplicate values Finding duplicate values using a self-join relationship Finding records that match multiple criteria Finding records except those matching criteria Viewing, repeating, or changing the last find Hiding records from a found set and viewing hidden records Constraining (narrowing) a found set Extending (broadening) a found set Finding records troubleshooting Saving a find request Managing saved find requests Sorting records Options for sorting records Sorting records by subsummary values Sorting records troubleshooting Finding and replacing data Find/replace troubleshooting Previewing and printing information Specifying a default printer and paper options (Windows) Specifying printer and paper options (OS X) Previewing data on a layout Printing records Printing scripts Printing table and field information Printing labels Printing envelopes Printing troubleshooting Document appears as expected in Preview mode Document does not appear as expected in Preview mode Records not printing Printing troubleshooting techniques (Windows) Printing troubleshooting techniques (OS X) Designing and creating solutions Creating a solution About planning a solution Best practices for designing layouts Tips for designing layouts Creating a FileMaker Pro file Creating a FileMaker Pro file from a Starter Solution Setting file options Defining database tables About defining database fields Defining fields in the Field Picker dialog box Defining fields in the Manage Database dialog box Defining fields in Table View About naming fields About choosing a field type About text fields About number fields About date fields About time fields About timestamp fields About container fields Defining calculation fields Defining summary fields Setting options for fields Defining automatic data entry Defining field validation Defining global fields (fields with global storage) Defining repeating fields Defining field indexing options Defining Furigana options About setting up container fields Setting up container fields to store data externally Managing external storage of container data Managing performance with thumbnails Transferring container data Changing field definitions Changing field names Changing field types Changing calculation formulas Changing summary fields Deleting table definitions, field definitions, and data Creating file paths Using variables Working with formulas and functions About functions About formulas Using operators in formulas Identifying text constants and special characters in formulas Adding a new line to the results of a formula Adding comments to a formula Using a reserved word or symbol for a field or table name Getting the contents of a repetition in a repeating field Working with plug-ins Creating custom plug-ins Installing plug-ins Updating plug-ins Plug-in update example Creating and managing layouts and reports Creating a layout Switching between layouts Managing layouts Duplicating, deleting, or renaming layouts Saving and reverting layout changes Reordering and excluding layouts in the Layout pop-up menu Editing layouts Setting up form, list, and table views for a layout Changing the table that a layout shows Setting the automatic record-saving option for a layout Showing or hiding field frames Showing field borders and fill for the current record Specifying a menu set for a layout Changing the theme of a layout Changing the width of a layout Working with layout parts About layout part types Adding a layout part Changing a layout part Defining page breaks and numbering Reordering layout parts Resizing layout parts Deleting layout parts Adding fields to a layout Placing and removing fields on a layout Adding and changing field labels Placing merge fields on a layout Creating portals to display related records Selecting and working with portals Drawing and inserting objects on a layout Working with the layout tools Adding text to a layout Inserting the date, page number, or other variable onto a layout Inserting merge variables onto a layout Drawing lines and other shapes Inserting graphics onto a layout Working with panel controls on layouts Adding a tab control Changing a tab control Adding a slide control Changing a slide control Selecting and working with objects on panel controls Moving and resizing panel controls Copying, duplicating, and deleting panel controls Working with buttons and button bars on layouts Defining or changing a button Defining or changing a button bar Copying a button or button bar Deleting a button or button bar Creating dynamic buttons Working with popovers on layouts Adding a popover Changing popover settings Moving and resizing popovers Copying, duplicating, and deleting popovers Selecting and working with objects on popovers Working with web viewers on layouts Adding a web viewer Changing a web address Defining a custom web address Working with windows Controlling how layouts print Specifying page margins Showing page margins Setting up to print records in columns Removing blank spaces in printouts Preventing objects from printing Setting up script triggers Setting script triggers for layouts Setting script triggers for objects Changing object data without activating script triggers Troubleshooting layouts Troubleshooting layouts with summary or subsummary parts Troubleshooting label printing Troubleshooting layouts that do not appear or print as expected Troubleshooting layouts designed for both Windows and OS X Troubleshooting layouts with web viewers Editing objects, layout parts, and the layout background Selecting and working with objects on a layout Selecting objects Using the Inspector to format objects Copying, duplicating, and deleting objects Moving objects on a layout Resizing and reshaping objects Setting auto-resize options for layout objects Specifying the display state for an object Formatting graphics on a layout Protecting objects from change Naming objects Defining conditional formatting for layout objects Formatting objects, layout parts, and the layout background Setting the fill, line style, and borders for objects, layout parts, and the layout background Filling objects, layout parts, or the layout background with a color gradient Filling objects, layout parts, or the layout background with an image Adding shadows and padding to layout objects Formatting portals Formatting panel controls Formatting buttons, popover buttons, and popovers Formatting button bars Hiding or showing layout objects Controlling animations Creating and working with styles for layout objects, parts, and the layout background About layout object, part, and background styles Viewing and applying layout object, part, or background styles Editing layout object, part, or background styles Creating new layout object, part, or background styles Renaming layout object, part, or background styles Reverting changes to layout object, part, or background styles Deleting layout object, part, or background styles Copying formatting attributes between layout objects, parts, or backgrounds Saving and managing layout themes Renaming a layout theme Saving a layout theme Managing layout themes Importing layout themes Formatting and setting up field objects in Layout mode Specifying text formats for fields Specifying formats for fields containing numbers Specifying formats for date fields Specifying formats for time fields Specifying formats for timestamp fields Specifying formats for container fields Adding borders, fill, and baselines to fields Formatting placeholder text Adding scroll bars to fields Defining value lists Setting up a field to display a pop-up menu, checkbox set, or other control Setting up a field to display a keyboard Setting up a field to display a drop-down calendar Setting up a field to auto-complete during data entry Setting up the display of repeating fields Adding tooltips on layouts Identifying badges on layout objects Making layout objects accessible to screen readers Controlling data input behavior of fields Setting the tab order for data entry Allowing or preventing entry into fields Configuring quick find Setting the keys for exiting a field Setting the text input method for fields Setting spell checking for individual fields Formatting text Making text bold, italic, highlighted, or setting other styles Specifying paragraph attributes and tab settings Formatting fields and text for vertical writing Arranging objects Grouping and ungrouping objects Moving objects forward or backward on a layout Rotating objects Aligning or distributing objects Using tools to precisely position objects Using the Inspector to position objects Using the rulers and grid Using guides and dynamic guides Sizing layouts for different devices Showing text or field boundaries Working with related tables and files About relationships About the relationships graph About match fields for relationships About the types of relationships About single-criteria relationships About multi-criteria relationships About relationships using comparative operators About relationships that return a range of records About self-joining relationships Working with the relationships graph Creating relationships Changing relationships Adding tables to the relationships graph Selecting related tables in the relationships graph Duplicating tables in the relationships graph Moving tables or notes in the relationships graph Summarizing data in portals Filtering records in portals About lookups Defining lookups Updating lookup values Creating charts from data About chart types Chart planning guidelines Creating quick charts Creating and editing charts in Layout mode Column, bar, line, and area charts Pie charts Scatter and bubble charts Formatting and scaling chart axes Specifying the data source for a chart Changing the look of a chart Placing your chart in the appropriate layout part Charting tips, tricks, and troubleshooting Example: Charting delimited data Creating scripts to automate tasks Planning a script Creating and editing scripts Managing scripts using folders Copying and pasting scripts Running scripts on FileMaker Server Importing scripts from other FileMaker files Working with the Scripts menu Script examples If structure examples Loop structure examples Startup script examples Perform Script and script parameter examples Scripting with ActiveX Automation (Windows) Scripting with Apple events (OS X) Protecting databases About protecting databases About accounts, privilege sets, and extended privileges About the Admin and Guest accounts Using the predefined privilege sets Planning security for a file Password-protecting a file Managing accounts Viewing and reordering accounts Creating and editing accounts Creating accounts that authenticate via an external server Tips for creating account names and passwords Managing privilege sets Creating and editing privilege sets Editing record access privileges Editing layouts privileges Editing value list privileges Editing scripts privileges Editing extended privileges for a privilege set Editing other privileges Managing extended privileges Opening files protected with passwords Changing your password for a file Authorizing access to files Setting up access to a file Sharing data Sharing files on a network Sharing and hosting files Opening files as the host Working with shared files as a client Opening shared files as a client Opening files using a URL Sending the URL of a shared file Sharing files with FileMaker Go clients Uploading files to FileMaker Server Saving, importing, and exporting data Saving and sending records in other formats Saving and sending records as an Excel file Saving and sending records as a PDF file Saving and sending records as a snapshot link Sending email messages based on record data Sending one email message Sending multiple email messages Entering or editing SMTP options Importing data into FileMaker Pro Methods of importing data into an existing file About creating a new table for imported data About validating data during import Importing data into an existing file Setting up recurring imports Importing a folder of files all at once Importing XML data Setting the import action and mapping fields during import Converting a data file to a new FileMaker Pro file Exporting data from FileMaker Pro Supported import/export file formats Comma-Separated Text format dBASE III and IV DBF format FileMaker Pro format HTML Table format Merge format Microsoft Excel format Tab-Separated Text format XML format Importing and exporting dates Working with Microsoft Excel Publishing databases on the web Publishing databases with FileMaker WebDirect Publishing data on static webpages Using ODBC and JDBC with FileMaker Pro Sharing FileMaker Pro data via ODBC or JDBC Accessing external data sources Configuring an ODBC client driver Connecting to data sources Working with data sources Editing external FileMaker data sources Editing ODBC data sources Enabling ODBC data source single sign-on (Windows only) Updating data between FileMaker and ODBC data sources Restoring links to ODBC data sources Using supplemental fields ODBC data sources troubleshooting Querying an ODBC data source from FileMaker Pro Constructing an SQL query for importing via ODBC Executing SQL to interact with data sources via ODBC Storing an SQL query in a field Automating ODBC import using the Import Records script step Using FileMaker Pro Advanced FileMaker Pro Advanced basics About FileMaker Pro Advanced Your responsibilities as a developer (FileMaker Pro Advanced) Customizing files with FileMaker Pro Advanced Copying and pasting field schemas (FileMaker Pro Advanced) Copying or importing table schemas (FileMaker Pro Advanced) About custom functions (FileMaker Pro Advanced) Using custom functions (FileMaker Pro Advanced) Importing custom functions (FileMaker Pro Advanced) Custom Function dependency rules (FileMaker Pro Advanced) Defining custom menus (FileMaker Pro Advanced) Creating and editing custom menu items (FileMaker Pro Advanced) Creating and editing custom menu sets (FileMaker Pro Advanced) Using FileMaker Pro Advanced tools Debugging scripts (FileMaker Pro Advanced) Disabling script steps (FileMaker Pro Advanced) Using the Data Viewer (FileMaker Pro Advanced) Encrypting database files (FileMaker Pro Advanced) Encrypting a file (FileMaker Pro Advanced) Decrypting a file (FileMaker Pro Advanced) Working with encrypted files (FileMaker Pro Advanced) Documenting database schemas (FileMaker Pro Advanced) Setting up files for developer solutions (FileMaker Pro Advanced) Saving solution settings (FileMaker Pro Advanced) Specifying options for developer solutions (FileMaker Pro Advanced) Removing Admin access to databases (FileMaker Pro Advanced) Adding filename extensions to files (FileMaker Pro Advanced) Documenting developer solutions (FileMaker Pro Advanced) About creating runtime solutions (FileMaker Pro Advanced) Preparing files for a runtime solution (FileMaker Pro Advanced) Binding files into a runtime solution (FileMaker Pro Advanced) Naming runtime solutions (FileMaker Pro Advanced) Distributing runtime solutions (FileMaker Pro Advanced) Importing data into upgraded runtime solutions (FileMaker Pro Advanced) Starting runtime solutions (FileMaker Pro Advanced) Recovering runtime files (FileMaker Pro Advanced) Differences between the runtime application and FileMaker Pro (FileMaker Pro Advanced) Displaying databases in Kiosk mode (FileMaker Pro Advanced) Creating Kiosk solutions (FileMaker Pro Advanced) Using scripts and buttons to control Kiosk solutions (FileMaker Pro Advanced) Reference Setting preferences Setting general preferences Setting layout preferences Setting memory preferences Setting plug-in preferences Keyboard shortcuts (Windows) General keyboard shortcuts (Windows) Mode keyboard shortcuts (Windows) Text keyboard shortcuts (Windows) Manage database keyboard shortcuts (Windows) Script Workspace window keyboard shortcuts (Windows) FileMaker Pro Advanced keyboard shortcuts (Windows) Keyboard shortcuts (OS X) General keyboard shortcuts (OS X) Mode keyboard shortcuts (OS X) Text keyboard shortcuts (OS X) Manage database keyboard shortcuts (OS X) Script Workspace window keyboard shortcuts (OS X) FileMaker Pro Advanced keyboard shortcuts (OS X) Functions reference Functions reference (category list) Functions reference (alphabetical list) Aggregate functions Average Count List Max Min StDev StDevP Sum Variance VarianceP Container functions Base64Decode Base64Encode GetContainerAttribute GetHeight GetThumbnail GetWidth VerifyContainer Date functions Date Day DayName DayNameJ DayOfWeek DayOfYear Month MonthName MonthNameJ WeekOfYear WeekOfYearFiscal Year YearName Design functions DatabaseNames FieldBounds FieldComment FieldIDs FieldNames FieldRepetitions FieldStyle FieldType GetNextSerialValue LayoutIDs LayoutNames LayoutObjectNames RelationInfo ScriptIDs ScriptNames TableIDs TableNames ValueListIDs ValueListItems ValueListNames WindowNames External functions External Financial functions FV NPV PMT PV Get functions Get(AccountExtendedPrivileges) Get(AccountName) Get(AccountPrivilegeSetName) Get(ActiveFieldContents) Get(ActiveFieldName) Get(ActiveFieldTableName) Get(ActiveLayoutObjectName) Get(ActiveModifierKeys) Get(ActivePortalRowNumber) Get(ActiveRepetitionNumber) Get(ActiveSelectionSize) Get(ActiveSelectionStart) Get(AllowAbortState) Get(AllowFormattingBarState) Get(ApplicationArchitecture) Get(ApplicationLanguage) Get(ApplicationVersion) Get(CalculationRepetitionNumber) Get(ConnectionAttributes) Get(ConnectionState) Get(CurrentDate) Get(CurrentExtendedPrivileges) Get(CurrentHostTimestamp) Get(CurrentPrivilegeSetName) Get(CurrentTime) Get(CurrentTimestamp) Get(CurrentTimeUTCMilliseconds) Get(CustomMenuSetName) Get(DesktopPath) Get(Device) Get(DocumentsPath) Get(DocumentsPathListing) Get(EncryptionState) Get(ErrorCaptureState) Get(FileMakerPath) Get(FileName) Get(FilePath) Get(FileSize) Get(FoundCount) Get(HighContrastColor) Get(HighContrastState) Get(HostApplicationVersion) Get(HostIPAddress) Get(HostName) Get(InstalledFMPlugins) Get(LastError) Get(LastMessageChoice) Get(LastODBCError) Get(LayoutAccess) Get(LayoutCount) Get(LayoutName) Get(LayoutNumber) Get(LayoutTableName) Get(LayoutViewState) Get(MenubarState) Get(ModifiedFields) Get(MultiUserState) Get(NetworkProtocol) Get(NetworkType) Get(PageNumber) Get(PersistentID) Get(PreferencesPath) Get(PrinterName) Get(QuickFindText) Get(RecordAccess) Get(RecordID) Get(RecordModificationCount) Get(RecordNumber) Get(RecordOpenCount) Get(RecordOpenState) Get(RequestCount) Get(RequestOmitState) Get(ScreenDepth) Get(ScreenHeight) Get(ScreenScaleFactor) Get(ScreenWidth) Get(ScriptAnimationState) Get(ScriptName) Get(ScriptParameter) Get(ScriptResult) Get(SortState) Get(StatusAreaState) Get(SystemDrive) Get(SystemIPAddress) Get(SystemLanguage) Get(SystemNICAddress) Get(SystemPlatform) Get(SystemVersion) Get(TemporaryPath) Get(TextRulerVisible) Get(TotalRecordCount) Get(TouchKeyboardState) Get(TriggerCurrentPanel) Get(TriggerExternalEvent) Get(TriggerGestureInfo) Get(TriggerKeystroke) Get(TriggerModifierKeys) Get(TriggerTargetPanel) Get(UserCount) Get(UserName) Get(UseSystemFormatsState) Get(UUID) Get(WindowContentHeight) Get(WindowContentWidth) Get(WindowDesktopHeight) Get(WindowDesktopWidth) Get(WindowHeight) Get(WindowLeft) Get(WindowMode) Get(WindowName) Get(WindowOrientation) Get(WindowStyle) Get(WindowTop) Get(WindowVisible) Get(WindowWidth) Get(WindowZoomLevel) Logical functions Case Choose Evaluate EvaluationError ExecuteSQL GetAsBoolean GetAVPlayerAttribute GetField GetFieldName GetLayoutObjectAttribute GetNthRecord If IsEmpty IsValid IsValidExpression Let Lookup LookupNext Self Mobile functions Location LocationValues Number functions Abs Ceiling Combination Div Exp Factorial Floor Int Lg Ln Log Mod Random Round SetPrecision Sign Sqrt Truncate Repeating functions Extend GetRepetition Last Summary functions GetSummary Text functions Char Code Exact Filter FilterValues Furigana GetAsCSS GetAsDate GetAsNumber GetAsSVG GetAsText GetAsTime GetAsTimestamp GetAsURLEncoded GetValue Hiragana KanaHankaku KanaZenkaku KanjiNumeral Katakana Left LeftValues LeftWords Length Lower Middle MiddleValues MiddleWords NumToJText PatternCount Position Proper Quote Replace Right RightValues RightWords RomanHankaku RomanZenkaku SerialIncrement Substitute Trim TrimAll Upper ValueCount WordCount Text formatting functions RGB TextColor TextColorRemove TextFont TextFontRemove TextFormatRemove TextSize TextSizeRemove TextStyleAdd TextStyleRemove Time functions Hour Minute Seconds Time Timestamp functions Timestamp Trigonometric functions Acos Asin Atan Cos Degrees Pi Radians Sin Tan Script steps reference Script steps reference (category list) Script steps reference (alphabetical list) Control script steps Perform Script Perform Script On Server Pause/Resume Script Exit Script Halt Script If Else If Else End If Loop Exit Loop If End Loop Allow User Abort Set Error Capture Set Variable Set Layout Object Animation Install OnTimer Script Navigation script steps Go to Layout Go to Record/Request/Page Go to Related Record Go to Portal Row Go to Object Go to Field Go to Next Field Go to Previous Field Close Popover Enter Browse Mode Enter Find Mode Enter Preview Mode Editing script steps Undo/Redo Cut Copy Paste Clear Set Selection Select All Perform Find/Replace Fields script steps Set Field Set Field By Name Set Next Serial Value Insert Text Insert Calculated Result Insert From Device Insert From Index Insert From Last Visited Insert From URL Insert Current Date Insert Current Time Insert Current User Name Insert Picture Insert Audio/Video Insert PDF Insert File Replace Field Contents Relookup Field Contents Export Field Contents Records script steps New Record/Request Duplicate Record/Request Delete Record/Request Delete Portal Row Delete All Records Open Record/Request Revert Record/Request Commit Records/Requests Copy Record/Request Copy All Records/Requests Import Records Export Records Save Records As Excel Save Records As PDF Save Records As Snapshot Link Found Sets script steps Perform Find Perform Quick Find Constrain Found Set Extend Found Set Modify Last Find Show All Records Show Omitted Only Omit Record Omit Multiple Records Sort Records Sort Records by Field Unsort Records Find Matching Records Windows script steps New Window Select Window Close Window Adjust Window Move/Resize Window Arrange All Windows Freeze Window Refresh Window Scroll Window Show/Hide Menubar Show/Hide Toolbars Show/Hide Text Ruler Set Allowed Orientations Set Window Title Set Zoom Level View As Files script steps New File Open File Close File Convert File Set Multi-User Set Use System Formats Save a Copy as Recover File Print Setup Print Accounts script steps Add Account Delete Account Reset Account Password Change Password Enable Account Re-Login Spelling script steps Check Selection Check Record Check Found Set Correct Word Spelling Options Select Dictionaries Edit User Dictionary Open Menu Item script steps Open Edit Saved Finds Open Preferences Open File Options Open Manage Containers Open Manage Database Open Manage Data Sources Open Manage Layouts Open Script Workspace Open Manage Themes Open Manage Value Lists Open Find/Replace Open Help Open Remote Open Sharing Upload To FileMaker Server Miscellaneous script steps Get Directory Show Custom Dialog Allow Formatting Bar Refresh Object Beep Speak (OS X) Dial Phone Install Plug-In File Install Menu Set Set Web Viewer Open URL Send Mail AVPlayer Play AVPlayer Set Playback State AVPlayer Set Options Refresh Portal Send DDE Execute (Windows) Perform AppleScript (OS X) Execute SQL Send Event Comment Flush Cache to Disk Exit Application Enable Touch Keyboard Script triggers reference OnObjectEnter OnObjectKeystroke OnObjectModify OnObjectValidate OnObjectSave OnObjectExit OnPanelSwitch OnObjectAVPlayerChange OnRecordLoad OnRecordCommit OnRecordRevert OnLayoutKeystroke OnLayoutEnter OnLayoutExit OnLayoutSizeChange OnModeEnter OnModeExit OnViewChange OnGestureTap OnExternalCommandReceived OnFirstWindowOpen OnLastWindowClose OnWindowOpen OnWindowClose OnFileAVPlayerChange FileMaker Pro features by version Maintaining and recovering FileMaker Pro databases Backing up Example backup script Saving a compacted copy About recovering FileMaker Pro files Preventing database damage Damaged files Damaged layouts Checking file consistency Recovering files Setting advanced file recovery options Troubleshooting file recovery FileMaker Pro error codes Glossary Customer Support and Knowledge Base Copyright information