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Bento 2 Essential Training
Richard Downs

Bento 2 Essential Training

with Cris Ippolite

 


Bento is a personal data organizer for Leopard that provides a place to store any information Mac users might want to collect, track, or connect. In Bento 2 Essential Training, database expert Cris Ippolite introduces the concept of databases to Bento users and demonstrates techniques for getting data into the application. He describes the features of Bento that allow Mac users to create libraries and Smart Collections for all sorts of information, and he shows how to use calculation and media fields. Exercise files accompany the course.
Topics include:
  • Learning the Bento 2 interface Understanding collections, records, forms, and fields Exploring different methods for inputting and viewing data Sharing data with others Linking Bento to Mac applications like Address Book, Mail, iChat, and iCal Backing up and restoring information Designing custom templates Importing data from other applications

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author
Cris Ippolite
subject
Business, Databases
software
Bento 2
level
Beginner
duration
3h 22m
released
Jun 19, 2009

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Introduction
Welcome
00:00(Music playing.)
00:03Hi, I'm Cris Ippolite and welcome to Bento 2 Essential Training.
00:07Bento is a personal database for Leopard that provides an organizational hub for anything
00:12that you might want to collect, track or connect. And if you are new to database
00:16creation, don't worry. Bento is perfect for users with no previous experience.
00:20I'll start by introducing the basics, going over the interface and different
00:24ways that you can input and view data. Then I'll go into the key database
00:28concepts as they relate to Bento, including collections, records, forms and fields.
00:33Bento can also be linked to other Mac applications like Address Book, Mail,
00:38iChat and iCal. When we are past the basics, I'll demonstrate how to design
00:42Custom Templates, how to import data from other applications, share your data
00:48and even give you some tips for backing up and restoring your information.
00:52So if you're a Mac user and you're on the Leopard operating system and you have
00:55anything that you'd like to organize, Bento can help. Let's get started.
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Using the exercise files
00:00If you're a Premium member of the lynda.com Online Training Library or if
00:04you're watching this tutorial on a DVD-ROM, then you'll have access to the
00:08Exercise Files that are used throughout this title.
00:11This title is a bit unique because the Exercise Files are actually Bento
00:14Database Backups. So each time you want to load one of these Exercise Files,
00:19you must first do what's called reverting a backup.
00:21Now later in this course, we've got a movie that details how to revert from a
00:25backup. But let me quickly show you how to do that so you can work through the Exercise Files.
00:30First, if you open up Bento and go under the File menu, you'll notice that
00:35there's an option for Revert to Bento Backup. Then you'll be asked to choose
00:41which Bento backup you're going to want to use.
00:46So if you select that backup and hit Open, you'll see a message, "Are you sure
00:49you want to revert your data?" And you may even see an Upgrading Database.
00:59You'll see a brief animation and then the Exercise Files will be loaded.
01:03A couple of important notes about this. First of all, you're going to want to
01:06get the latest update of Bento. You're going to at least want to have Bento 2.0v4 or later.
01:13The other thing to note is if you're loading Exercise Files, they are going to
01:17override any Bento database files that you may have created beforehand.
01:22So hopefully, you're working with a clean version of Bento and then you can load
01:25these Exercise Files.
01:27If you already have a Bento database in place but you still want to use the
01:30Exercise Files, you might want to check out the movie on backing up your
01:33database. That way you can create a full backup of your Bento database, but
01:37still load these Exercise Files and then restore your original database from a backup.
01:41The other thing that's interesting about Bento is that we'll be linking to
01:45Address Book and iCal Events and Task libraries throughout this title.
01:50However, when you link to Address Book and iCal Events and Tasks libraries on
01:54your Mac, it will use data local to you. So all the data that you see when I'm
01:59working with Address Book or iCal Events and iCal Tasks is only on my machine.
02:04If you open up the same backup files, you'll see the Photographs, Properties,
02:09and Sales libraries that I've been creating throughout the title. But anytime
02:13I work with Address Book and iCal, you're going to see my data, not yours.
02:16But that's okay. The same exercises will work with your data.
02:19Another note is if you double-click on an Exercise File, it will just simply
02:25launch Bento and then Bento will revert to the last database it had opened.
02:29That is not how you open up a backup.
02:31So you might want to watch the movie on restoring a backup. If you're a monthly
02:34subscriber or an annual subscriber to Lynda.com, you don't have access to the
02:38Exercise Files. But you can still follow along from scratch or even use your own assets.
02:43So let's get started.
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1. Overview
Introduction to databases
00:00Before working with a database, it's important to understand what a database
00:03actually is. The definition of a database is a collection of 'like' information
00:08with underlying attributes. It's kind of a mouthful, but you're probably
00:11already familiar with databases and you may not even know it.
00:14You've probably seen databases in the form of things like Address Books on your
00:18computer where one record equals one individual whose information you're trying
00:21to store and in this case that 'like' information that you're trying to store
00:25would be different individuals and different contact records, and the
00:28underlying attributes are actually things like phone numbers, email, instant
00:32message, address, street address, that type of thing.
00:35The first role of a database is to store data, but in addition to storing data,
00:40it also contains the information on how to identify the data within your
00:43application. A good example of a database that you already know is a spreadsheet.
00:47If we take a look at the spreadsheet here, we see that this one stores
00:50individuals or customers and in this case, each piece of information that's
00:54stored in the spreadsheet is what becomes a field inside Bento.
00:58You'll hear me use that term a lot, but just think about the spreadsheet
01:01example. First Name, Last Name, Start Date, Title or Status are all columns in
01:07spreadsheets, but inside Bento, they become what we call fields.
01:11These are all attributes of a customer or a person in this case. You'll also
01:15notice that when we look at a spreadsheet, the information is organized in
01:18columns and rows. You'll see columns for example, First Name, Last Name, Start
01:23Date, Title and Status and rows one though four.
01:26Now, the spreadsheet stores the data, so as I move the spreadsheet around,
01:30the data will travel along with it. So that's how it works as a storage mechanism.
01:34But when it comes to Bento databases, the rows are actually represented as
01:37records and that's terminology that I'm going to use throughout the rest of this title.
01:42So then, a record is a grouping of a bunch of different pieces of information
01:46or attributes that all describe one instance of the information that's being
01:50managed. So in this case you see a row consists of First Name, Last Name, Start Date,
01:55Title and Status which all describe a contact that we would store inside of our database.
02:00Now, the columns in Bento, we call these attributes fields. Each piece of data
02:04describes one of the records. So for example, you notice that the intersection
02:08of a column on a field is a piece of data.
02:10So in this case, Estrella we know is the Last Name that describes one of the
02:14contacts that we're managing in this spreadsheet or in our database.
02:18So hopefully, a little background on databases that you already are familiar with
02:21will help you understand the concepts discussed later in this title.
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What is Bento?
00:00Bento is an easy-to-use database that manages things like contacts and tasks
00:05and any information that you find important. Because Bento is a database,
00:09you can create data relationships and view your data in more ways than you can with
00:13just a spreadsheet.
00:14Bento was designed for Mac OS X, and the Bento window has features that will
00:18seem really familiar to you if you have already used other Apple applications
00:21like Address Book, iCal, Keynote or iTunes.
00:24What Bento does is bring together all of the important information together
00:28into one place, to help you get organized.
00:30So let's say for example, you have a property management company and you want
00:34to store media like movie clips or sound bites or images, or even information
00:39on rentals that could currently be stored inside of your iCal library or
00:43contacts that are stored inside Address Book.
00:47Using Bento will help you bring all this information together into one place to
00:51help you get better organized.
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The Bento Home dialog
00:00The very first thing that you'll notice when you open up the Bento application,
00:03is something that's called the Bento Home dialog window.
00:10On this window, you'll see four buttons. The first one, Learn About Bento, will
00:14take you over to some brief tutorials on working with Bento.
00:18The second button takes you to a setup screen for connecting Address Book and
00:21iCal to Bento. But we'll cover this more in a later movie.
00:25You can also start by creating a library to store data and we'll cover this in
00:28another chapter as well, or you can simply start using Bento. That will make
00:34the Home dialog window disappear and allow you to start working with the Bento application.
00:39Now, if you'd like to not have that window appear each time, you go under
00:42Bento, to Preferences, and you'll notice down here next to When Bento Starts,
00:48there's a check box by default for Display Home dialog.
00:52Simply un-checking that box and hitting Close now means that next time you open
00:56up the application, it will go right into the Bento window and
00:59in the next handful of videos, we're going to explore the different sections of this Bento window.
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Exploring the Bento window
00:00By default, the Bento window contains three main sections. On the left hand side,
00:05you'll notice in the upper left -hand corner something that's titled
00:08Libraries. This is called your Source List.
00:12The Source List displays all the information that you're storing inside of
00:14Bento in the form of either libraries or collections. A library, like you see
00:19here with Address Book, is a top level set of data that relates to a particular
00:23activity such as managing your contacts or tracking projects.
00:28Bento provides several different libraries by default. For example, Address Book,
00:32iCal, iCal Tasks, and you'll also notice that Bento provides you with a
00:37sample Projects library by default.
00:39When you click on the arrow to the left of the library, you'll notice that the
00:44next level down from each one of these libraries is what's called a collection.
00:48A collection is a subset of records from within the chosen library, similar to
00:53an Address Book group or a playlist within iTunes. We'll talk more about
00:57collections in later movies.
00:58Below the Source List, you'll see what's called the Fields pane. The Fields pane
01:02used to be located on the right- hand side, in case you've ever used Bento 1,
01:05but in Bento 2, it's been moved over to the bottom left-hand corner.
01:09The Fields pane displays things that are called fields. Fields are defined for
01:14whatever specific library that you have chosen. You'll notice that the list of
01:19fields change as I click through to the different libraries.
01:23The items listed, fields, are simply a place or a slot where you're going to
01:28store information. Much like you see here in the case of Address Book,
01:34we've got several different fields defined.
01:36For example, Birthday, Company Name, First Name, and that type of thing.
01:43In order to be able to get these fields to appear on screen, you can drag them
01:48into your Form View and release, and that's how they'll be added.
01:52In the center, we have what's called the Records Area. The Records Area can be
01:56toggled so that you can look at your records in different views.
01:59Notice right here the word Table. Clicking on that word gives you a view that
02:03looks a lot like a spreadsheet that's referred to as a Table View within Bento.
02:07This allows you to look at your different fields, listed as columns,
02:12with different records listed as rows. You have one default Table View within the Bento window
02:18and then if you look to the right of it, you've got a couple of
02:21different names. In this case, Overview and Details.
02:25These are examples of what are called a form. You can build as many Form Views
02:29as you like. The Form View allows you to look at your libraries one record at a time,
02:34and in a chosen Form View, it will show fields from one record at a time
02:38in arrangements that you can customize by either using the themes that ship
02:41with Bento, or themes that you create by yourself.
02:43By default, all three of these sections, the Bento window, the Source List, and
02:48the Fields pane, are visible on screen at the same time. If you'd like to just
02:52see the records area and not the Source List or Fields pane, you can go under
02:56the View menu, and choose to hide Libraries & Fields pane. This will make the
03:01records area fill the entire Bento window.
03:04You can toggle that back by either going back under the View menu or choosing
03:09Command+4 on your keyboard. If you want to get rid of the Fields pane,
03:13you'll notice on the bottom left-hand corner is an Arrow that will allow you to either
03:17show or hide the Fields pane.
03:19In addition, when you're inside of Form View. You'll notice on the bottom
03:22right-hand corner, you have additional tools. We'll use each one of these as we
03:29work with customizing forms in later movies.
03:32You can show or hide the Form tools by selecting the same button.
03:37Getting familiar with the Bento window, will help you get the most out of your
03:40application. Depending on what it is that you're doing inside of Bento, you can
03:44choose to either see all of the sections, or just the sections that you need to
03:48complete the task at hand.
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Understanding Form view, Table view, and Split view
00:00Across the top of the Bento window, you'll find the Navigation Bar.
00:05The Navigation Bar is visible both from Table View or Form View and contains
00:10several controls that will help you display information inside of Bento.
00:13For example, if we look on the far left, we'll see the word Table. Clicking on
00:17Table will allow us to see all of the records in a spreadsheet-like view where
00:21we can see multiple records at a time on screen.
00:25Each one of your libraries has an option for Table View. So you'll notice when
00:30we go through these different libraries, we can see multiple records at a time
00:33if we choose to see them as a table.
00:35If you go to one of the Form View options, and in this example you see
00:39we've got Sales Details and Customer Details. You'll see that in both cases,
00:44what we're seeing is a page-like view, allowing us to look at one record at a time.
00:49In this case, it's one record from the same library, which is called Sales.
00:53So you'll notice by clicking on each library, you can see which different views
00:56you have available to you. Notice that in each case, you always have a Table View,
01:01but it will be up to you to create the different Form Views for you to view your records.
01:05Once you're inside of a Form View, you'll notice that you can navigate from
01:09record-to-record by using the arrows in the upper right-hand corner.
01:13Clicking left will go to the Previous; clicking right will go to the Next.
01:16Also, if you hold down your Option key, you'll notice that the buttons change,
01:20to allow you to navigate to the very first record in a chosen set or the very
01:25last record in a chosen set.
01:27In addition to navigating between your single Table View or your multiple Form
01:31Views that you can create for each library, you'll notice that there's buttons
01:35in the far right corner.
01:36The first one, the Plus button, allows you to add a new form and right next to it
01:41is a Minus button that allows you to delete the selected form. In this case
01:45if I hit Delete, it would delete the Customer Details form. But something new
01:50inside of Bento 2 is represented here by this icon and it's called Split View.
01:56This new hybrid Split View shows both summaries on the top and details on the bottom,
02:01to make both viewing, editing and storing information even easier than before.
02:06You can now view forms in Split View showing list Summary tables in the very top,
02:11and you'll notice by clicking the button in the bottom right-hand corner
02:14that you can still display the bottom row for your Summary fields.
02:18You'll also see that as you navigate from record to record in your Table View,
02:26the chosen record changes in the bottom part of your Split View.
02:29So there are various different ways that you can work with your data and all of
02:32them can be reached through using your Navigation Bar at the top of the Bento window.
02:36Not only does Bento allow you to store your data, but it provides multiple
02:40different options for you to be able to view and work with that data as well.
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2. Using Libraries
Using libraries in Bento
00:00Bento stores information in things that are called libraries. A library is a
00:05set of data that relates to a particular activity.
00:07For example, if we want to store contact information, we would store that
00:12inside of this library that's called Address Book. You'll also notice a sample
00:16library that's installed when you first open up Bento that's called Projects.
00:21In Bento, you use these libraries to organize your information and you should
00:25also know that the libraries are composed of things that are called records.
00:29For example, in our Projects library, we see that we've got three individual
00:35records. Each one of these records represents a separate project and you can
00:40have as many of these records as you'd like inside of your libraries.
00:42You'll also see that we've got several different libraries and in each one of them,
00:48we've got different counts of records. iCal Tasks have 6, the Events in
00:53this example have 24, and Address Book has 662, which you can see on the bottom of the screen.
01:00Within each one of these records, you'll notice that there are various
01:04different columns. You can also see if you click on Overview that there are
01:08other spaces to store data and these spaces are called fields.
01:13You'll notice that each time that you click on a new library, the area below
01:18the Source List changes. This area is called the Fields pane.
01:22You'll notice that there are various different things that are called fields
01:25that are listed for each different library. So in the case of Address Book,
01:29you see that we're creating fields for things like Birthday, Cellphone, Date,
01:33Completed Date, Modified and then with Events, you can see some of the more
01:37event-specific fields.
01:39So you can see in the Field list that there are different fields defined for
01:44each library and we see that a Project library has things like the Start and
01:49End, the Status, Description, and it even has some other fields that aren't
01:53visible on the first screen like Priority, Email Address, Project Leader.
01:58So even though you've defined these fields within your library, you can choose
02:02them whether or not you want to see them on a form.
02:05So libraries have multiple records and each one of those records can have
02:09various different fields defined for them and all these come together to allow
02:13Bento to be able to help you store and manage your information.
02:16Now that we understand the relationship between libraries, records, and fields
02:19and how they all work together to store data in Bento, we can move on to
02:23working with libraries in more detail.
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Viewing records in a library
00:00Within Bento, libraries are made up of things called records. You can see that
00:04each individual library will contain different numbers of records and there are
00:09three different ways that you can view the records within each library.
00:12If you choose the Address Book library, you will notice that you have three options.
00:16Table View, where you can see all 662 records in one long spreadsheet-like view
00:23called the Table. Or look at one record at a time in the two
00:27different Form Views. One here is called Overview, one is called Details.
00:33And notice that even though these records are based on the same library that they
00:37contain different fields.
00:41And now in Bento 2, you can look at both of these views at the same time by
00:46pressing this button in the upper right -hand corner that will show you Table View
00:49on the top and Form View on the bottom. This is called Split View in Bento 2.
00:55The important thing to understand here is that there is a relationship between
00:58the libraries and the records that are stored within them and as you review the
01:03information, it's going to be important for you to think of it as information
01:06that fits inside of a field. So multiple fields can be contained within one record
01:12and multiple records can be contained within one library.
01:17So for example, we click on Projects, we see that it has a different set of fields,
01:22 which are listed down here in the Fields pane. So like the project name
01:26in this case and the fields that the records are made of, you will see all
01:30these different fields together will build this one single record and all of
01:35these records are then stored inside of libraries.
01:39So since libraries play a very important role by storing all the different
01:42records and storing all the information within fields, you are going to want to
01:46learn a little bit more about how to create your own.
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Planning libraries
00:00Before you even start creating anything in the Bento application, you are
00:04going to want to plan out the information that you intend to manage. And since
00:07we have learned that the top level of information in Bento is called a library,
00:11then you are going to want to first determine which libraries you are going to want to create.
00:15So in our examples moving forward, we are going to be building a Bento database
00:19that can help us manage Property Rentals and we'll note that there are
00:22different activities that help us manage Property Rentals. And if we look at
00:27the activities that are involved in Property Rentals, we'll see that we are
00:30going to want to store information about let's say properties, who is renting
00:34the properties, when they are rented, and the different tasks that are
00:37associated with each.
00:38And we'll note that these different activities all have their own unique
00:41information. So each will have to have their own library. So from this analysis,
00:46we can determine that we are going to need a library for Properties,
00:50a library for Rentals, another one for Rental Tasks, and lastly a library for
00:56Renters. And the reason these all have their own library is because these are
01:00unique sets of data and we might want to define different types of fields for
01:04each type of group. So therefore, we'll give them their own libraries.
01:07The next step will be to determine where the information is going to come from
01:10for each of these libraries. So for example with Rentals we are already storing
01:15all of this information inside of our iCal calendar and even in the Rental Tasks
01:19we are currently storing this information in our iCal Tasks.
01:23So as we'll talk about in a later movie we are just going to link these
01:26libraries to our existing iCal application. The same is true for Renters;
01:30we currently store all of our information for Renters inside of Address Book.
01:35So we'll just link over to Address Book. But finally you will notice that we have
01:38to create a Properties library. Currently we don't have any resource of data
01:43for the Properties library, so we'll have to create one of these from scratch.
01:46So now that we have planned out all the libraries that we are going to need in
01:49our Bento application, we can now move on to starting up Bento and then creating those libraries.
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Creating libraries by importing
00:00Now that we have planned out our Bento application, we have determined that
00:03it's going to include four different discrete groups of information. Each one
00:07of those groups is going to be given their own library. We have also determined
00:11that although we already we have some of the libraries created in our Bento
00:15application by default, for example, Address Book, iCal Events and iCal Tasks,
00:21we need to create a new one for Properties.
00:24Before we do that, you will probably notice that you have one that's called
00:27Projects. This is the default or sample library that ships with Bento but
00:33in order for us to move forward we are going to want to remove this one from the
00:36application and that's as simple as clicking on the library and then either
00:40right-clicking and choosing Delete or going under the Edit menu and also
00:47choosing Delete Library. In either case you will be asked if you really want
00:52to delete the library. In this case, we do.
00:56So now that we have got just the libraries that we want to work with, we need
00:59to create the Properties library. One way that we can create a Properties library
01:04is by going under the File menu and choosing New Blank Library.
01:08As you will see on screen it gives us exactly that, a blank library. This would
01:12require that we define all the various fields that we need inside of
01:16the Properties library.
01:18Since we'll be covering that in a later chapter instead what we are going to
01:21do is undo the New Library. But we'll go under the File menu and we'll choose
01:27the option for Import.
01:29If you select Import > File, you will see the Import dialog window appear on screen.
01:34Here we are going to assume that we have got a spreadsheet made up of
01:37property information. And what's nice about creating a library by importing is
01:41that you don't have to define all the fiends because every column that's in a
01:44spreadsheet, in this example, will become a field in our new library and all of
01:49the data that's stored inside that spreadsheet will also be brought over into our new library.
01:54So first we are going to want to choose the file that we are going to use to import.
01:57In this case, if you go into your Exercise Folder for Using Libraries,
02:02you will see that there is spreadsheet in there called Properties. If we select
02:05that file, we then see the format that we can choose from. Here we'll stick
02:10with the default of Comma separated.
02:13And this is the important part: choosing a target. If we had an existing library
02:17where this information could be stored, we could choose that here. Instead
02:21we are going to keep the setting for New Library and we could keep the name that's
02:25called Properties. And the name of the spreadsheet was Properties, so that's
02:29why the word Properties is already stored inside of the name of the New Library.
02:34And then lastly, we'll set up the import but since we are creating a new library,
02:38we don't have to match up any fields. We just have to choose which
02:41type of field it's going to be. And again, we'll talk more about fields and
02:45field types in a later chapter. But here we can leave all this information as
02:49its default of text.
02:52We can cycle through each record to see how the records in our library will look,
02:55but then when we are done, we can just simply hit the Import button in the
02:59bottom right-hard corner. And after a couple of moments, we notice that a new
03:05library pops up in our Source List.
03:08This one is called Properties. It gives us a default Table View in addition to
03:12one Form View for us to start off with. We look at a Table View, we see that
03:16all three records from our spreadsheet reported over into the Properties
03:20library and every field has been defined. We also see those here in the Fields pane
03:25and all the appropriate information has been placed into the proper column.
03:29When creating a new library, choosing the Import function can allow you to
03:33create the library on your behalf, which will also take advantage of defining
03:36all the fields and pulling all the data from your spreadsheet into your new library.
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Creating libraries from Bento templates
00:00Another way to create a new library in your Bento application is to create one
00:05from a template. Like other iWork applications Bento provides many library
00:10templates that will create the fields and manage specific kinds of information on your behalf.
00:16If you go under your File menu, you will notice that there is an option for
00:19New Library from Template. The first thing you will see on screen are the various
00:23different templates that you can choose from. You will see that in each case
00:26it's based on a theme that's already developed and it's already got several
00:30fields defined for you.
00:31So let's say in our case we want to add a Properties library. We'll just find
00:36one that could possible be the closest. Let's say Products For Sale.
00:44We can then name it something different and hit the Choose button. What this will do
00:53is create a new library in our Source List, give us several different
00:58predefined fields and also apply a template for us with the specific font and look and feel.
01:04We can go in and add more fields or even change the existing field names or
01:08types but this saves us a couple of steps in having to define fields. We could
01:13add more fields or even modify the ones that are provided for us but that's
01:16something that we are going to cover in a later chapter.
01:19Now although we have just chosen one of these library templates, Bento ships
01:22with 30 different types of templates and they fit into the categories of
01:26Educational, Personal, or Work and they have already got all your fields
01:29defined and layouts designed. And using a template could very well save you a lot of time.
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3. Using Libraries for Address Book, iCal Events, and iCal Tasks
Working with linked data from Address Book and iCal
00:00Bento provides libraries that display data form Mac OS X Address Book and
00:04iCal applications. With these libraries you can manage Contacts, Events, and
00:09Tasks and even display them is related records from other libraries within Bento.
00:13You will notice that when you first open up Bento, you saw a library created
00:17for Address Book, library created for iCal Events and also one for iCal Tasks.
00:22What you may not have noticed, however, is that there is also information inside
00:27of these libraries and that information matches the corresponding standalone OS X applications.
00:34So in this case, we see Address Book and if we open up our Address Book,
00:38we see that the list of names matches completely. We have 662 cards in Address Book
00:43and 662 cards in our Address Book library. When you are going through the same
00:48version of this Bento database, you may notice that you have different contacts
00:51in your Address Book and that's simply because we are looking at my Address Book
00:54on screen whereas on your computer, you are looking at your Address Book.
00:58You should keep this in mind if you ever try to move a Bento database from one
01:01computer to another. The links to the Address Book in the iCal applications
01:05will be maintained but the data may be different.
01:07So you will notice also inside iCal Events, I can list all of the different
01:12iCal Events or look at them as a detail and they are the same iCal Events that
01:16are listed inside my Calendar application. And finally, iCal Tasks are also
01:23represented as a library within Bento.
01:26These applications are linked by default within Bento but if for some reason
01:30you would like to not link Address Book and iCal, you can go under the File
01:34menu and choose Address Book and iCal Setup. And you will notice that a window
01:40appears that has the default settings of Display Address Book and Display iCal
01:44already checked. But if you uncheck those items and hit OK, you will see that
01:50it will then remove the link between that application and your Bento database.
01:54Although that data will no longer be displayed within your Bento database,
01:58it will still appear in the standalone applications. In this case, we are going
02:02the keep these default links on because in our application that we are building
02:08all of our Renters are stored in an Address Book, all of our Rentals are stored
02:12inside of iCal Events, and all of the To Do items for each property are restore inside iCal Tasks.
02:19Here we can see how helpful it is that Bento provides libraries that display
02:22data from the Mac OS X Address Book and iCal applications.
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Updating Address Book and iCal data from Bento
00:00By default, Bento provides libraries that display data from Mac OS X Address Book
00:05and iCal applications. But this is not just a tool that allows us to bring
00:10in data one time, but instead is a live link. What that means is that if we
00:15update information inside of Bento, that information will be updated in the
00:18other application as well. Let's take a look at an example of that.
00:22We see I've got my Address Book library selected in Bento and I'll go and
00:27open up my Address Book library here as well. If I choose one of my contacts
00:34and go into Edit mode, I'll change the First Name and then hit Save. You'll see
00:46that instantly updated back in my Bento database.
00:51The same is true, if I double-click into a field in my Bento database,
00:57then by clicking back over into the linked application in this case, Address Book,
01:02you see that information has been updated as well. This is true for any of the fields
01:06that come preloaded inside of Address Book.
01:09To be more specific, there are only a certain list of fields that will update
01:13from Address Book via Bento. Here is a list of those fields. So you should be
01:19aware of that any new fields that you add to your Address Book application,
01:23won't be listed inside of Bento, and vice versa is also true.
01:27I can add fields to my Address Book library in Bento and those fields will not
01:31be added to the Address Book application. Not only can we can update
01:35information from within Address Book, but we can also update any iCal info.
01:40You'll notice that we've got a list of iCal Events. These are the same events
01:45started within our iCal application. You'll notice when I create a new event
01:54that automatically gets added, as you see here, to my list of events within iCal.
01:58The same is true, if I update those values. You'll see them updated within iCal.
02:12Finally, the same logic applies to any of the tasks that are listed as To Do
02:17Items within your iCal application. So Address Book has one source of data,
02:22all the contacts, but iCal has two, your iCal Events and your iCal Tasks. But just
02:28like there are some things to be aware of within Address Book, you should also
02:32know that the following fields in the Bento iCal Task library update the iCal
02:36application. Those would be the Calendar, Completion date, Due date, Note,
02:40Priority, Title and URL.
02:43In the case of URL, you're going to make sure that that's a text field. Also,
02:47when you've linked to the iCal Events application, you should also be aware of
02:51that the following fields will link. Just like with your Address Book library,
02:56you can add a field to your iCal Events library, but that field will not be
03:01added to the same events within your iCal application.
03:05We'll talk in great detail about adding fields later in this title. It's your
03:09choice that whether or not you want to link your Bento database to your Address
03:12Book and iCal applications, but you can see by having those two applications
03:16linked that you can advantage of all sorts of live data.
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4. Searching and Advanced Searching
Searching in Bento
00:00With all of the different information that you can store inside of one Bento
00:03database, it's probably going to be helpful to learn how you can locate
00:06specific pieces of data easily. Bento offers the same type of search that
00:10you're used to in other applications like iTunes and it works in the same way.
00:14You'll notice in the upper right-hand corner of your Bento application, whether
00:18you're in Table View or in one of the Form Views, you'll see that there is a
00:23window that says Search. If you click inside of there and start typing, and
00:28you can tell how many records are found by looking on the bottom of the screen
00:32when you're in Table View or inside of Form View. Here inside Form View,
00:35you see we get more description. We get which record we're on within that
00:40particular set of data.
00:42So as we continue to add more criteria, so if I add 'bo' instead, we'll see
00:47that that's making my found set smaller. So the idea here is that the more
00:52detail that you add to your Search criteria, the smaller your found set.
00:56That's going to be helpful if you're just trying to locate one record. But if what
00:59you're trying to do is create a smaller subset of records for either printing
01:03or just working with them on screen, then enter in the appropriate search
01:06criteria into this Search field.
01:08So you see in this case, I've entered in the criteria boo. If we look at each
01:13one of these records, here we can see in Record 3 of 3 that boo matches one of
01:19the street address values. Typing into this field will look for matches inside
01:25all of the fields that you see here on screen. So you should keep that in mind
01:28when you're looking through your sets. Here you see Boo is a partial street
01:34address name. In this case, Boo happens to be the First Name of our contact.
01:40When you click on your magnifying glass, you'll notice that some recent
01:43searches that you've made have been saved within your Bento application.
01:47You also have the ability to clear those out if you'd like to. When you're done
01:51working with just a small subset of records, you can return back to seeing all
01:56of the records in your library, by going under Records to Show All Records or
02:00using the corresponding Command+J keystrokes. In this case, now you see that
02:05we've been restored to seeing all 662 records.
02:09One thing to keep in mind though is that when you use the Search field,
02:11you'll do a simple search inside of all text and all field types except for Media,
02:16Related Record Lists, File Lists and Message Lists, all of which we'll be
02:20covering in later movies.
02:22Anytime that you want to create smaller sets of data within your Bento libraries,
02:25just use the Search field located in the upper right-hand corner of your application.
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Advanced Find
00:00Bento provides an easy way for you to isolate specific records within your
00:04libraries by using the Search field in the upper right-hand corner.
00:07But sometimes, you want to do more specific or refined searches and in that case,
00:12you case this feature that's called Advanced Find.
00:15You'll see that by clicking on the magnifying glass in the Search field, I can
00:20invoke the Advanced Find features. For example, let's go into my Sales library
00:26and select Advanced Find and you'll see that on the very top of my screen,
00:33I have some new options.
00:35First you'll see that I can choose from any one of the fields that's listed on
00:38the view. In this case, we'll choose Income Received and then choose a search
00:42operator. So in this case, I want to be able to isolate all of the records
00:47where Income Received is greater than 9.00. Once I've entered in my criteria,
00:56I then hit the Find button and you see that it presents me with four records on screen,
01:02all of which match the criteria.
01:04But what you can do inside of Advanced Find is add more search criteria.
01:09If we click on the Plus button at the end of the row, you'll see that our original
01:12search values are maintained but then we can add new ones. We can still choose
01:18from any of the fields that are on this view. In this case, we'll look for
01:21Print Number and I'll enter in the value 4 and now I'll hit Find again.
01:26So now you see that we've got five records that match, but you'll notice here,
01:31we've got one Print Number of 4, two Print Numbers of 4, this one has 4 in it,
01:36but these two don't seem to match. Well, the reason is because by default Bento
01:39will display any records that match any of the following conditions. So you'll
01:44see in this case, it matches the 4 but not the greater than 9. So you do have
01:50the option to say match all of the conditions.
01:54So now watch what happens when we hit Find Again. You see that that narrows us
01:58down to just to 1 record. One record that happens to match Income Received
02:02greater than 9.00 as well as the Print Number equals 4. In order to leave the
02:07Advanced Find view, you'll see on the right-hand side that you've got an
02:10Advanced Find button with an x and by clicking on that, that'll take you back
02:15into your original view that you started in, in the first place.
02:18So within Bento, if you're looking for specific records inside of libraries,
02:21first navigate to the library and either use your Search field that you're
02:24probably familiar with from other applications or you choose the powerful
02:29Advanced Find to add as many criterion as you'd like to your search.
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5. Using Collections
Understanding collections
00:00In Bento, your records are kept in libraries. For example, here we have
00:04libraries for Address Book, iCal Events, iCal Tasks and one we've created for
00:08Properties. Now, if you want to organize your records in different ways or if
00:12you wanted to work with a subset of records within the library, you can do a search.
00:16Keep in mind as you're looking at the records that I have on screen
00:19that these are from my Address Book library. So when you open up the same
00:23database on your computer, you'll instead see records that come from your Address Book.
00:28So for example, if we click on the Address Book library and enter in a search term,
00:33Cris, we can see that we've got four different records that match the
00:37criteria. If we'd like to use the same found set later or if we don't want to
00:42have to do a search in order to retrieve these same records, we can create
00:45something that's called a collection.
00:46For example, you'll see that in the Address Book, there is an arrow to the
00:51left-hand side. By clicking on that arrow, we'll see any collections that are
00:54related to the Address Book library. In this case, we've got a Work People
00:59collection. So you'll notice that the Work People collection has its own group
01:03of five different records.
01:05By the way, those happen to be the same records that are in a Work People group
01:09inside of our Address Book. So as a matter of fact, in this case, this group
01:13was created in Address Book and is now reflected as a collection inside of Bento.
01:17Like in iTunes, a record can appear in many different collections much
01:21like a song appearing in many different playlists.
01:23For example, you see in the Work People collection, we've got the Lucy Kitters,
01:27but also in the main Address Book, we see that that record still exists.
01:34Now if I were to create several other collections, I could assign the Lucy Kitters
01:38record to all of those, if I needed to.
01:40A collection contains records from a single library. Address Book can have its
01:44own collections, iCal Events can have its own, as well as the Properties one
01:48that we've created if we want it to. We can put records from Address Book into
01:52an Address Book collection, but we cannot put another library's records into an
01:56Address Book collection. So the rule here is that you cannot mix records from
01:59different libraries into one single collection. They actually have to be the
02:03child of the library from which they're created.
02:05Using collections in Bento is a very useful tool in organizing your data.
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Creating collections
00:00In Bento, a collection is a set of records from within a library. When you're
00:04working with data from within a library, you can use Search or Advanced Search
00:08to isolate certain subsets of records.
00:10So, for example, if I went into Advanced Find and I picked Home Address and the
00:16State, Contains, CA, when I hit the Find button, it's going to search my
00:22version of the Address Book to give me all the records that have the state of
00:26California in the State field.
00:28So you see in my case, I've got 9 different matching records. Now let's say I
00:33want to recall this group of records, because each time I have an event inside
00:36of California, I want to notify them or let's just say I use this found set of
00:40records quite often.
00:42Well, instead of having to do a search each time, one thing I can do is create
00:45a collection from this found set. There is a couple of different ways to create
00:48collections, but if you've already created a found set inside of your library,
00:53you can select all of the records by choosing one of the records at the end of
00:57your set. In this case, I'm holding down the Shift key, selecting the 9th
01:02record in the first and it selects all of the records. You'll notice under the
01:05File menu, I've got a couple different options for creating a collection.
01:09I can create a collection from scratch, or in this case, I'll choose a New
01:13Collection from the Selection. Up on screen, you see it asks me to name my
01:20collection, in this case, I'll call it CA Contacts, and I hit OK. You'll notice
01:25now that drops down another collection underneath the Address Book library,
01:29because these are records in my Address Book library.
01:32As I toggle between these two, you'll see I could have all my Address Book
01:36information, which in this case would be all 662 records. If I click on Work
01:41People, you see it creates a list of just the five records that I've got that
01:46match that criteria and California Contacts as well.
01:50You'll notice when I click on the Work People collection that I've got a record
01:54for Lucy Kitters. You'll notice also that inside my CA Contacts, I also have a
01:59record for Lucy Kitters. This doesn't mean that I've got two records for Lucy
02:03Kitters. This just means that contact record exists in two different collections.
02:08So as a note, a record can appear in multiple different collections, much like
02:12an iTunes song that can appear in multiple different playlists. The other thing
02:15you'll notice is that we've just created this CA Contacts in Bento, and if we
02:19navigate over to my Address Book, we'll see that the CA Contacts has also been
02:25created as a group inside of the Address Book application.
02:27Now this is not just specific to the Address Book library. For example, if I
02:32went into the iCal Events and clicked on Table, you'll see that I have a series
02:37of events that are being pulled from my iCal application.
02:41Let's say what I'd like to do is sort all these so that I can identify the
02:46events that happen to be related to the Lily property. I'll do the same thing,
02:51click on the first record and then hold down the Shift key and isolate all of
02:57these records here.
02:58What I could do in this case is create a New Collection from Selection, or if I
03:02just created a New Collection first, I can name it Lily Events, go back into my
03:10Table View, isolate those and then add those to the empty collection.
03:17In this case, I've created a collection from scratch.
03:21So there are a couple of different ways that you can create collections in
03:23Bento, either from a Selection or just create a new collection and then drag
03:28different records into those collections.
03:30A collection in Bento is similar to a playlist in iTunes. If you've used
03:34iTunes, you know how convenient it is to have a playlist to create a
03:37compilation of songs or videos. And collections in Bento give you that same
03:41convenience for grouping records from a library.
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Modifying collections
00:00Once you've created a collection inside of Bento, you can still make
00:03modifications to the records that are found within the collection, thus
00:06modifying the collection that you've already created.
00:08For example, you see here that under our iCal Events, we've got a table of 25
00:13records, but we've created a collection within the iCal Events called Lily
00:18Events that just has three records. But let's say after some time passes
00:22we notice that there are other Lily property-related events that we'd like to add
00:26to that collection. For example, you see here the 17th record says "Handyman
00:31arriving at Lily." Let's say we'd like to add that one to the Lily Events.
00:34One of the things that we could do is select the record and right-click on it and
00:38you'll see here that I have a couple of different options.
00:41One of them is to add to a collection. You'll notice that the only collection
00:44listed is the one that's also based on the iCal Events, since this is an iCal
00:48Event record. If I choose that, notice by going over to Lily Events that the
00:53"Handyman arriving Lily" record is now included inside of the Lily Events collection.
00:57We go back to all of the events in the iCal. We'll notice that we've got
01:03another iCal Event that we'd like to add to the Lily Events collection.
01:06In this case, if we simply drag and drop onto the Lily Events collection, we'll see
01:11that one is also added. The same is true, however, if you want to remove records.
01:17Let's say I've created this California Contacts collection as a guest list for
01:20an event that I'm holding in California. In this case, I've been contacted by
01:24this individual and they've told me that they are unable to attend. What can I
01:28do is also right-click and hit Remove or the Delete button on my keyboard, and
01:34up on screen will be a conformation that says, "Do you want to remove the
01:38selected record from the collection, or delete it from Bento and the Address Book application?"
01:42In this case, I just want to remove it from my California Contacts, but still
01:46leave it in my Address Book, so I'm going to choose Remove from Collection.
01:50Similar functionality when you're trying to delete something from a playlist
01:53inside of iTunes. However, if I do want to delete something from my collection
01:59and from the library, I can choose the Delete option that you also see up on
02:03this screen, which will remove it not only from the collection, but also from the library.
02:08You can also delete an entire collection if you'd like to. Clicking on that
02:12inside the Source list and right- clicking, you see you also have the Delete
02:15option. You can also duplicate an existing collection and then modify it accordingly.
02:23So let's say I have another event in California and I want to use this
02:25collection as that guest list, so I could start by having the same ones at
02:29first and then just modify them accordingly. Then let's say I don't want this
02:34collection anymore, I can just click on it, hit Delete, and all its doing is
02:38deleting the collection, not all of the records that are included in the collection.
02:43Not only is creating collections a useful and handy tool within Bento, but the
02:47ability to modify them as you move along when you're working with this data is also quite helpful.
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Creating and modifying Smart Collections
00:00Bento allows you to create groups of records and then work with those groups of
00:04records and even save them as something that's called a collection.
00:06You will notice here, if we click on a collection for CA Contacts, what we've
00:11got is a group of eight records that have all been added to the CA Contacts.
00:16Let's say we want to create another group of records. This time we'll do a
00:21search and we'll try to find all of the contacts within the state of Colorado,
00:29because let's say we have a property event coming up in Colorado and you notice
00:33here that we have got 16 records that match that criteria.
00:36If we'd like, we can select these holding down the Shift key and go under File
00:42to New Collection, call it Colorado Contacts and then add the found-set
00:52we've created inside Address Book to CO Contacts by dragging them on top of the
00:57CO Contacts icon and you see we have these 16 records. But let's say in this case,
01:01this isn't just a guest list that we are creating for an event, but
01:04we want to create a group of anyone that happens to be in the state of Colorado.
01:08That way we know for future reference, if we've got mailers for new properties
01:11that are available, we can send this out to this particular list each time.
01:15But now notice when we go into the Address Book, if we do a search and we
01:24choose one of these records. Here we have Alejandro and let's say Alejandro
01:30moves to a city within Colorado and we've changed that information.
01:38Now, we would think that if we've created a group of records of everybody
01:42that's in Colorado, if we click over into the CO Contacts that we would see
01:46that record included here, but we don't. We just see the original 16 records
01:50that we've created.
01:51So if we wanted to save not just the records, but also the criteria that we use
01:55to create that group of records, we can create something that's called a Smart
01:59Collection. So instead of creating just a collection for CO Contacts, let's
02:04delete that one and go into Address Book, do a Find for Colorado and now we've
02:16got 17 records. So we'll select all of these records holding down the Shift key
02:22and in this time, we're going to go under File to New Smart Collection and
02:27we'll notice that there is another icon that comes below the Address Book, this
02:30one has got a little bit different look to it. We're going to name it CO
02:35Contacts and you'll see that it looks just a tad bit different than the other
02:40collections that we've got because it's got sort of that advanced wheel above it.
02:44Now, not only do we have the records, but we also see the criteria that we've
02:48used to create the Smart Collection. Now if we navigate back to Address Book,
02:52we see that we've still got the criteria on the top of the screen and in this
02:57case, we'll close out our Advance Find and we'll just choose anyone of these
03:01records and change them to CO.
03:10Now if we go back into our CO Contacts Smart Collection, we'll see that we used
03:15to have 17 records and instead, now we've got 18 records including the one that we've just added.
03:20So what a Smart Collection will do, as opposed to a regular collection is it
03:24will constantly add records that match the search criteria every time a new one
03:28is created or modified. So we see here, within our Contacts, we've got CA
03:33Contacts and Work People and we see that there is no search criteria visible,
03:37but when we click into a Smart Collection, we notice that the criteria is
03:41visible and the reason for that is because we could change this if we'd want to.
03:44If I change this to CA, it will now be a Smart Collection that consists of
03:48records that have a State that matches CO or I can add new criteria.
03:52For example, if I do Home Phone, Contains the area code 970 and you can see here
04:03which library we're searching in because any collection has to be related to only one library.
04:08If I then do a search based on that, we see that I've got now 20 records that
04:13match that collection. So you'll notice by adding that criteria, it is now
04:18saved with my Smart Collection. So that means of course, if I go back into
04:21Address Book and pick one of these individuals and change some portion of their
04:29Phone Number to include 970, make that the Home Phone number, you'll notice
04:33that when we go back to CO Contacts, we see that record has been added as well
04:39because it matches the second criteria and this is because we've got the Any option chosen.
04:44If we had the All option chosen, we would not have 21 records in this case.
04:48What does this mean then for records that are created or modified moving
04:52forward? Well, if we take a look, we switch over to Address Book and create a
04:57new record. We can use the Plus sign on the bottom left-hand corner of the
05:00screen to create something new.
05:02You will see then if I add the State of Colorado and change that to a Home Address,
05:15it now matches the criteria within our Smart Collection for CO Contacts.
05:20Click over to CO Contacts and we see the new record added.
05:23Unlike a collection, when you create a Smart Collection, new records that are
05:26added to your database that match the criteria in the collection will
05:28automatically be added much like the way a Smart Album works in iPhoto or a Smart Mailbox inside Apple Mail.
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6. Working with Records in Table View
Creating, editing, and sorting records in Table view
00:00We've discussed in other movies how there are different ways that you can view
00:03your records inside of Bento. You've got the ability to view one record at a
00:07time inside of Form View, but you will notice that each library in Bento has
00:11its own Table View.
00:13A Table View is a list of records in a library or collection and a Table View
00:17has a familiar spreadsheet like look that makes working with records very
00:20familiar. You'll notice that when you're in Table View, you see multiple
00:24records on screen at a time, you can scroll through the entire contents of a
00:28library or collection and see up to 40 different records on the screen at any given time.
00:33Just like in a spreadsheet, a record is represented by a row in Table View and
00:38a filed looks like a cell and you have the ability to choose which fields will
00:42be columns inside your Table View.
00:44You'll notice that when we're in Table View, if you scroll down to the Fields
00:49pane, you'll see that some of the fields have checkboxes next to them, some of
00:53them do not. If you uncheck that field, you'll notice that it disappears as a
00:57column, but if you check that again, it will reappear.
01:00So inside the Field pane is how you control which fields will show up as
01:03columns within your Table View. You can also work with records inside Table View.
01:07If you click inside one of the records, you can make a change and once
01:15you change that data, you'll notice that change is made anywhere that you can
01:19view your Address Book record.
01:21You can also create new records within Table View. One way that you can do that
01:25is on the bottom left-hand corner, you will notice that there is an Add a
01:28record button or a Plus sign. Clicking on that will give you a new blank record
01:32at the bottom and you can Tab your way through creating the new record, which
01:41will now be added to your library.
01:43But also you'll notice on the very bottom of the table that there is a record
01:47that has a Plus sign instead of a record number. This is a data entry field,
01:52which will allow you to just click right into the fields and Tab, thus creating
01:58the data entry area for you to be able to create records while you are viewing
02:01your libraries or collections inside of Table View.
02:04If you have a record that you would like to duplicate, you can also work with
02:08records using the right-click or Contextual menu inside of Table View as well.
02:13First, you will see that the active record shows a blue highlight in the Record
02:17Number column. If I choose a different record and make that one active, I can
02:21right-click on my mouse or hold down the Ctrl key while I click and I see that
02:25I've got the Contextual menu that allows me to do things like create a New
02:28Record or even Duplicate the active record.
02:31So duplicating this record allows me to use a lot of the same information from
02:38the original, but just change slight pieces of data like let's say First Name
02:43if we've got spouses inside of our contact record.
02:46You'll also notice that when you select one of these records, selecting Delete
02:50Record inside of the Library Table View will allow me to delete this
02:53permanently from the library. If I'm inside of a collection, it will allow me
02:57to either delete permanently from the library or just to delete it from the
03:00collection, but deleting records from a Smart Collection Table View will in
03:04fact, delete it from the library. You'll also notice that this also gives us an
03:08ability to create a New Collection from Selections or Add to Collections based
03:11on this library like we've worked on in previous movies.
03:14In addition to adding, editing or duplicating records, you can also rearrange
03:19the order in which the records appear inside Table View. You'll notice by
03:23default under the Records menu, you have ability to Sort by Date, either the
03:27Newest to Oldest or the Oldest to Newest based on the order in which they are
03:35created inside of your table.
03:36However, when you are in Table View, you also have the advantage to sort by
03:40column headers. You will notice that each column header, when you click on it,
03:43has the ability to either Sort by Ascending order or Sort by Descending order
03:49based on the value found inside of that field. And you will notice it doesn't
03:52just sort the values into one column, but instead, all of the records based on
03:56that order. This is true for any field that's represented as a column inside of Table View.
04:04Using the Table View in Bento allows you to look at more than one record at a
04:07time in a list based on either a library or collection and these Table Views
04:11have a familiar spreadsheet like view that will make working with data easy and intuitive.
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Managing fields in Table view
00:00In Bento, your Table View gives you flexibility while working with your
00:03records, but it also allows you to manage your fields. For example, you will
00:07notice inside Properties, we have got a Table View that shows us all of our
00:11different properties and it allows us to go on and make modifications to any of
00:15the field values if we'd like to.
00:17But what you might not know is that you can create new fields inside of your
00:20library from within Table View. You'll notice in Bento 2, your far right column
00:25has kind of a grayed out header called New Field.
00:28What this means is that by clicking into this field and adding some type of
00:31data, once you click outside of the field, you've created a new field. You will
00:38notice that this field is listed in your Fields pane over in the bottom
00:41left-hand corner of the screen and also that you can make modifications to this
00:46field by clicking on the column header.
00:47So if we click on the column header of the new field, we can see that we can
00:51edit it by giving it a different name and you'll notice when you click on OK
00:59that the name of the field is updated in your Fields pane as well as in the
01:02column header. In this case, we've just created the field and populated the
01:05value inside the chosen record all of the same time.
01:08You'll also notice that when you click on the column header, you can add a
01:12field before or add a field after, these aren't fields that exist inside of
01:16your Fields pane. These are going to be new fields. So just like you could
01:19click inside of the New Field column, you can also add one by simply saying Add
01:25Field Before and then in this case, you'll notice that you can directly edit
01:29the field right inside of the column header and when you click outside, you'll
01:36see that field has been added to your Fields pane and also that it has been
01:39checked, so it shows up as a column.
01:41In addition to creating fields, it can also reorder them. For example, if I
01:45grab the column header and drag it, then release it, you'll see that it changes
01:49the order. I can even resize it by dragging the edge of the column header to
01:53the left or to the right until the width of the column is its desired size and
01:58I can do this with all of the columns that I have on screen.
02:02Once I've created a new field, I can populate it by clicking inside of the
02:05record or by clicking on the column header, I can also change the type of field.
02:10So in this case, let's say I want to change this to a Choice field,
02:16which would then allow me to choose different values or I can change it to a
02:22checkbox, which just means it's a Yes or No and we'll cover all the different
02:27types of fields inside of the Fields chapter. But one thing you should be
02:31familiar with at this point is that although you can click in the column header
02:34of anyone of your fields, only some of them allow you to change.
02:39You'll notice that these are List fields based on addresses and therefore I
02:42cannot make changes to these and if I go into one of the other fields, it's
02:47just a regular text, I can change it to anyone of these different fields but I
02:51cannot change it to a List or Media field if it doesn't already exist on the Layout.
02:58And finally, you'll notice by clicking on the column header that you can delete
03:01a field. However, deleting a field in Table View means that you are actually
03:05deleting the field from the library. So if I click on Delete Fields in this
03:09case, the Discounted field will disappear from the Properties library.
03:14So what you may actually intend to do is instead, hide a field. In that case,
03:18what it does is just unchecks the box in the Property pane as you see here next
03:23to Discounted and simply makes it not visible in Table View.
03:26Bento provides Table Views to allow you to look at multiple records at one time
03:30in a familiar spreadsheet looking view, this gives you flexibility to not only
03:34work with your data and your records, but also allows you to manage your fields.
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Filling multiple fields at once using the Fill Down feature
00:00Bento 2 now works, looks and feels more like a spreadsheet, in a lot of the good ways.
00:04One of the new spreadsheet-like features that's the most useful is the
00:08new Fill-Down feature.
00:09This Fill-Down feature works when you are inside Table View and you'll notice
00:13here we've got the Table View for Properties. If I click inside one of the
00:17empty fields, I can type in the words New Property.
00:23Now if I want I can copy and paste this in all of the empty fields in that
00:26same column or I could just click on one of the fields that contains the value
00:31that I'd like to copy and you'll notice now that in the bottom right hand corner,
00:34if I hover over that, you'll see that now my cursor changes to a
00:39crosshair. And by simply clicking and dragging and holding down as I move all
00:44the way down those line of records, once I release it, you see that the
00:49Fill-Down feature has automatically populated all of the fields with the same
00:53field value from the one I selected.
00:55This can work in the inverse as well. If you have an empty field and you want
00:59to clear out many different fields at the same time. Just empty the first one,
01:03then drag those down and it works as sort of a wipe feature. So either
01:07populate or clear out fields using the new Fill-Down feature within Bento 2.
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Summarizing column data
00:00When you're viewing your records inside of Table View in Bento, you have the
00:03ability to show an optional summary row. Now this isn't a default setting, so
00:07if you are inside of a Table View like I am here, you'll see that when you go
00:11under View, there is an option for Show Summary Row. You can also choose
00:15Command+5 on your keyboard.
00:17When selected, notice along the bottom of your Table View that we've got what
00:21looks like a row but what it actually is a built-in summary row that allow us
00:25to configure summary values to show up at the bottom of each one of our columns.
00:30So what we can do with this is perform basic operations on the values within
00:33the column and then display the results at the bottom. So depending on the
00:37field type there are couple of different functions that are available.
00:40Like for example, if you see here in Property Name, this is a text field.
00:44So if we click on that, we notice that we've got one option available to us and
00:48that's to Count. So if we select this, what it will do is give us the value, as
00:53we see here there are 30 different rows within the Properties library but it
00:57gives us a total count of how many records there are.
01:00You'll notice though that other fields like Date fields have different options
01:05available. We can do the same thing, where we count because it simply counts
01:09the number of records or we can go with a Minimum or Earliest value.
01:13So, you can see here that the earliest record creation is listed or we can do
01:18the Maximum, the latest record creation. Also we have a number field, over here
01:23in the far right column. You'll notice in Number fields, they have other options available.
01:28You can see here that the value that's inside of this field, they are the total
01:32number of rentals that each property has. So what we can do is summarize all of
01:37those across every record within our library, which you see here we get the
01:42total of 8, which is 3+3+2 and they are all zeros in this New Properties.
01:49Also what might be helpful is to do a count here as well, if you would like, or
01:52you can do aggregate values like averaging. In this case the average is zero.
02:00The Minimum of course would also be zero but the Maximum would be 3.
02:04One thing to note here is that the summaries are giving summaries of the values
02:08that are in the record set that we are viewing. So for example, if I'm in this
02:12property and I go into Search and I say lily, notice now that the values have
02:19changed. So we have got a count of one, a Maximum of 5/26, and it just so
02:25happens that this contains one of the maximum of the Total Rental values, which is 3.
02:29So using the Search field or Advance Search we'll modify the found set of
02:33records and it's important to note that the summary values are based on the
02:37found set. Also remember that the Summary Row is optional, it's not by default.
02:42So if you want to have these values persistent on the bottom of your rows, make
02:46sure that you've selected Show Summary Row. Otherwise, if you just want to look
02:50at them on occasion, you can toggle there by doing either Hide Summary Row or Show Summary Row.
02:57So by showing the summary row this can be very helpful tool for you to be able
03:00to summarize data that you're viewing inside of Table View.
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7. Working with Records in Form View
Creating and editing records in Form view
00:00In Bento when you are in Form View, you can create and use forms that display
00:04one record at a time from a library or a collection, in a page-like format.
00:08Here you see we've got Table View but up on the navigation bar, you'll also see
00:13any forms that I have created. In this case I have got one form. You can click
00:17on those forms to then view one record at a time. You can still navigate
00:21through those record sets, by either clicking the right button on the upper
00:25right hand corner or the left button.
00:28If you hold down the Option key, you see those turn into first record or
00:33last record navigation buttons and releasing them turns them back to first or next record.
00:38I can create new records while I'm in Form View in a couple of different ways.
00:42First, I can go under the Records menu and choose New Record or Command+N or
00:48on the bottom of the records area, you'll see that there is a plus sign and
00:52selecting that plus sign will also add a new record.
00:55First, you'll see that the entire screen goes blank. What's actually happened
00:59is it has created a new record and presented us with the blank fields for data entry.
01:02So, we can click into these fields and enter specific values.
01:09You'll notice that by clicking on Tab key that you can navigate to other fields within
01:13your form, allowing you to enter data into those as well.
01:17Now, in order to save any of your changes all you have to do is click outside
01:20of the field. When you no longer have an active field, all of this information
01:24is been saved to your library. You can also edit records inside a Form View as well.
01:29So for example, if I have this value, I can click inside any filed at any time
01:34and simply type over the old value, click outside and now I have saved that
01:38change to the library. If I click on the Records menu, you see that I can
01:43duplicate an existing record, which would allow me to modify some of the values
01:48to make a new record out of it, or I can delete a record.
01:51Deleting a record when you're on a Form View based on a library will
01:55permanently delete the record the from the library. If you're in a Form View
01:58based on the collection, Bento will prompt you to choose whether or not you
02:01want to permanently delete the record or whether or not you just want to remove
02:05the record from the collection.
02:06You can also remove a record by navigating to the desired record,and then
02:10you'll see a minus button on the bottom left-hand corner as well. This will
02:14delete the record that's selected on screen.
02:16In Bento, you can use a Form View to create or edit records and also to view
02:20records, one record at a time in a page-like view format.
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Creating forms and adding fields to a form
00:00With Bento, you have different ways that you can view the records that are
00:03stored in the library. For example, you can view multiple records at a time
00:07through a table or you can view one record at a time through page-like view
00:11that's called a form.
00:12There can only be one table associated with any one library but you can create
00:16as many different forms as you like. Creating multiple forms is helpful because
00:21then you can decide which fields you want to see in each form and then design
00:24forms for viewing data in specific contexts.
00:27For example, you could put all your contact information on one form and all
00:30your financial information on another, or however it makes the most sense
00:33depending on what information you are storing in the library.
00:35So, you'll notice down here in the Properties library, you see we have got our
00:40default table but we also have one form that's created for us which is Property Info.
00:45But we've decided that we want to create another form. Now, it's not
00:49going to get rid of the existing form but its just going to add another one to it.
00:52It's going to be based on the same data and just give us a different view,
00:55and then we can choose whatever fields we'd like to appear on that form.
00:58So, when you want to create a new form, there is a couple of different ways
01:01that you can do it. First, you'll notice that in the upper right hand corner,
01:05you've got a plus and a minus sign. You'll notice that minus sign is currently
01:09grayed out. That's because I must have at least one form for each library and
01:14the same is true with tables, I can't add another one because I can only have a
01:17maximum of one table. And in the case of a table, I can't delete it either.
01:22So, now we're going to create a new form by either hitting the plus button or
01:25if you go under Forms, to New Form, either way it's going to pop up a window
01:30that says name your form. We'll call this one Overview. I hit OK.
01:36Now, you see that we don't have any fields on screen. We've got a blank canvas.
01:40What we can do is go into our Fields pane, which is over here in the bottom
01:43left-hand corner. You'll see that we have a list of all the fields available to
01:47us inside Properties. I can just simply click on any one of these, and when
01:53holding it down, I can release it and you see that it puts it into the form for me.
01:57So I'll take Property Name.
02:00And let's say in this case you'll notice that this field is little bit
02:03different. We've got Address, which is a group. If I click on just the name
02:07Address, you see it drops the entire set of fields onto the layout for me.
02:12Let's also pull in Description, and let's say Rates, and Rental Type.
02:22So you can add as many fields as you'd like to a form. If you add a lot of fields top
02:30to bottom, a scrollbar will pop up on the right hand side. If you add a lot
02:34fields left to right, you keep going to left to right, a scrollbar will appear on the bottom.
02:37But it's generally a good idea to try to keep all of your fields in one
02:41location because then you don't forget about any of them. If you find that
02:44you've got so many different fields, you may just need an additional form.
02:47So it's a good idea to kind of map out what forms you might need based on the
02:51groups of fields that you're going to put on each.
02:53In addition to being able to create forms and add fields to them. If for some
02:57reason you want to delete a form, you'll notice now that we've got two
03:00different forms, I now have the ability to delete one of the forms because we
03:06know that we have to have minimum of one. So, deleting either one of these two
03:09will give us that minimum.
03:11So, either under Forms > Delete Form or selecting the minus sign. Once you have
03:16two or more will allow you to delete the form. Keep in mind if you delete a
03:21form, the fields that are on the form still exist. You'll still see them in
03:25your Fields pane. It's just that way that you are viewing them will no longer exist.
03:30You can create as many different forms as you would like. When you are working
03:33with Bento, it's up to you whether or not you want to have more than one form.
03:36Sometimes it can give you extra flexibility and allow you to decide which
03:39fields you want to see in any given context.
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Moving and resizing fields on a form
00:00 Bento allows you to create multiple forms for each library that you store in
00:04 your Source List. These multiple forms allow you to create context specific
00:07 views for working with data, one record at a time. Bento also allows you to
00:12 modify these forms directly.
00:14 Let's say, for example, you want to change the size of the fields that you have
00:17 on your form called Overview. This can be done by simply clicking on each
00:21 field, and you'll notice that when you click on a field, its going to have
00:24 handles located at the corners and the sides. These will allow you to drag and
00:29 move the size of the field.
00:31 So you see in this case not only I'm able to drag the Property Name to make it
00:36 wider but you'll also notice that there is a blue line on the screen that tells
00:39 me that I've now lined up the right edge of the Property Name field so that it
00:43 is flushed with the right edge of the Address field.
00:45 So this way I can line up all of my different fields. You'll notice, if I click
00:49 inside of a field it let's me modify the data, by clicking outside the area
00:53 allows me to modify the field size. You'll see now you notice a blue line here,
00:59 means that I'm lined up with the two fields below it.
01:02 But here I can line those up and you see the same type of activity this way.
01:06 Now, not only can you change the width of your field but in some cases you see
01:12 we've got a Description and there is a lot of different data inside this
01:16 Description that we can't see, same thing with Rates.
01:18 So what we'll want to do in this case is actually drag it down a little bit
01:23 further. Granted, I can make it as large as the entire screen if I want to, but
01:27 we'll keep it reasonable size. And make the Rates the same type of size as
01:36 well, all of them lined up nice and flush.
01:38 It's a good idea to preview some of your records to make sure that you've
01:41 allowed enough room for things like Rates or Description. Because if you are on
01:46 this record for example, you might think that it might be perfectly okay to
01:50 simply have a smaller Description, until of course you get to some of the
01:54 larger ones. It's a good idea to preview any of the changes you're making with
01:59 more than one record.
02:00 Finally, in addition to resizing any of the fields that you have on your form,
02:04 you can also reorder them. So let's say I want the Description to be below the
02:09 Rates, I can simply select Description and then drag it until you see the
02:13 highlighted line show up below the Rates field, by releasing you see that they
02:17 have switched the places.
02:19 It doesn't have to just be one spot away, you notice that I could move Property
02:22 Name all the way down to the bottom or all the way back up to the top,
02:28 depending on how I want to order my fields.
02:32 Bento allows you to able to create multiple forms for each library that you
02:36 store in your Source List. And within those forms you can add as many fields as
02:39 you like and also you have very easy to use tools available to you to be able
02:43 to resize and reorder the fields within those forms.
02:47
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Integrating Live Maps
00:00 One of the cool new features in Bento 2 is the ability to link an Address field
00:05 to Goggle Maps via Safari. You will notice that if you have an Address field on
00:08 any of your form layouts that you have got new buttons here.
00:13 Notice that rolling over one of the buttons that looks like a small Globe,
00:16 indicates that you will be able to display a map of the address. So let's take
00:20 a look at how that works.
00:21 I will just click on this button, up pops Safari, and it automatically goes to
00:27 a map of the location that we've plotted. You will also note that this changes
00:37 when you go from record-to-record.
00:41 So for example, you go to another record, and hit the button and it pops up a
00:47 different map. In addition to being able to plot the address in Google Maps,
00:52 you will also notice that there is a drop-down Arrow next to the Globe icon.
00:56 Clicking on that, you will be able to see that you can create a Map, which we
01:00 have already seen, or you can do Directions To this location. You will notice
01:07 that Google opens up. Just type in whatever address is going to be your
01:10 starting point, and then finally you can also do Directions From.
01:14 So now in Bento 2, not only can you store addresses inside your database, but
01:21 you can plot the map of that location inside of Google Maps and you can even
01:25 get directions to or from that location. So it's just another way that Bento 2
01:29 links to some of your other Apple applications.
01:33
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Linking to iChat with forms
00:00One of the cool new features in Bento 2 is the ability to initiate and link to
00:04chats from within your Bento records. For example, if you are already linking
00:08to your Address Book record, you will notice that there is a field inside your
00:12Fields pane that's called IM Account List.
00:14If you drag the IM Account List onto your form, you will notice that this is an
00:18area where you can store IM Accounts or if you already have IM Accounts in your
00:23Address Book, you will see them appear here.
00:25That's not new to Bento 2, but what's new to Bento 2 is the ability to be able
00:29to initiate a chat. Now, to do this, you will need to choose a record in your
00:32Address Book that has an Instant Messenger Account listed in the IM Account List field.
00:38Even if you are following along with the Exercise Files, you are not going to
00:41see the same Address Book data on your computer as you see here.
00:45So for example, I happen to be looking at an Address Book record that does have
00:48an Instant Messenger Account listed. If I click this Chat icon, you will see it
00:54launches iChat and creates a new Chat Session with my buddy.
00:58In addition, you can also launch iChat or add the Messenger account or delete a
01:04Messenger account all from your Bento interface.
01:07Now, it's not just specific to the Address Book, if you go into one of the
01:11libraries that you have created like in this case Properties, I can drop an IM
01:15Account field directly onto the form and still initiate a Chat from here.
01:19So it's not just specific to Address Book. So on Bento 2, you have this cool
01:23new ability to be able to initiate and link to chats all within your Bento forms.
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Customizing form layouts
00:00Bento allows you to not only create forms, but allows you to customize the look
00:03and feel of these forms as well. One of the main features that you will notice
00:07when you are customizing your forms in Bento 2 is that you no longer have to
00:10change into Customize mode. You can make all of these changes directly inside your forms.
00:15The other thing that you will notice in the bottom right-hand corner is that
00:18there is a toolbar with various different functionality that you can use to
00:21change the look and appearance of your forms. Let's take a look at how these work.
00:25First, we'll take a look at field labels. You will see that you have the
00:29ability to change the size of all of the field labels on your form by choosing
00:33either Small, Medium, or Large.
00:38In this case, we'll just pick Medium, and then we see that all of the different
00:42field labels of changed size. You can also choose between where the location of
00:46all the field labels on your form will be, whether it's on top of the field or off to the left.
00:51You will see by doing Beside that it gives us more room top to bottom, but less
00:56room left to right. So it's really up to you to decide whether it's going to be
00:59Above or Beside. So we'll go back to Above.
01:05You can also work with the text that's inside of each field. So for example on
01:09Property Name, let's say we want to make this text a little bit larger.
01:12We'll select the field and we know that it's selected because we see the handles on
01:16the sides and on the corners up here on screen, and you will notice down below
01:20that the Text Size option in our toolbar is no longer gray.
01:24You can also make these changes by going under the Forms menu where you will
01:28see that we have got the same options available to us. So let's make this just
01:31a tad bit larger and let's say that's the perfect size that we are looking for.
01:35You can go and do this field by field if you'd like, by simply selecting the
01:40field and possibly making things a tad bit smaller if you'd like to.
01:45Another one of the features in the toolbar that you can use is if you want to
01:47align all the different fields on your form, just Click+Drag and then release,
01:53and then you can use the Align Edges button.
01:56So you see in this case, it's now aligned all of our different fields all
01:59across the right edge. However, sometimes you might want to be able to separate
02:03things on screen. You notice when you put your fields on your form that it just
02:07stacks those fields on top of each other.
02:14One of the things you will notice you will be able to do is insert what's
02:17called a Column Divider. A Column Divider places a space in between the left
02:22and right side of your form.
02:24But what it also does is allows you now to be able to click on fields, drag and
02:28release them to the right-hand side of your screen, thus allowing you to use up
02:34all that empty space.
02:35You will also notice that there is something that's called a Horizontal
02:39Separator. That is just simply a line that you can then resize and then drag to
02:46any location, which gives you visual separation between your different fields.
02:50Another way that you can provide separation from the fields and the rest of
02:54your form is by selecting either one or many different fields. You can either
02:59Drag+Select them, or you can hold down the Shift key and select each.
03:03Then you will notice in your toolbar an option for Shading. Right now there is
03:07no shading, but you will notice here with the Address field, it's got a bit of
03:11shading to separate it from the background.
03:13We can add that same level of shading by choosing Dark or even Light which
03:17makes it lighter than the background. In this case, we'll stick with dark.
03:22Here, you notice that we have got a combination of two fields and one object,
03:26the Horizontal Separator and you will notice by clicking, dragging and then
03:30releasing on all of them and using our Align Edges, it will still sink up the
03:34sizes of all three selected items. So it doesn't just have to work on fields.
03:38There are a couple of more things that you might want to add as well. So let's
03:41say you want some separation between fields but you don't want to have to show
03:44the Horizontal Divider.
03:45One of the things you can do, it's also found under your toolbar, under Objects
03:51is something that's called a Spacer. A Spacer works in the same way, but when
03:56it's not selected, you can't see anything on screen.
03:58But what this allows you to do is build a little bit of space in between some
04:01fields, so that you can have a bit of separation. You won't know that there is
04:04a Spacer there unless you select it, and then of course these can be resized as
04:10large as you like for as much space as you'd like to provide.
04:13In addition, you may just want to have some text or some instructions on
04:16screen. So in that case, you might want to add a Text Box. So a Text Box in
04:20this case is just simply like a field label, and when you click on it, it just
04:27shows text on screen.
04:28So you can put Instructions here if you'd like to, or any other kind of
04:32information. Then you can remove any one of these objects by simply selecting
04:37them, so you see the handles, then hitting the Delete key on your keyboard, or
04:42you can right-click on any one of the objects on your form and choose Remove
04:45from Form. And probably the biggest thing you can do to your forms to customize
04:49them is apply one of the many themes that ship with Bento.
04:53You will notice that you can choose a theme from your toolbar across the bottom
04:56of your screen, or you can choose the Forms menu and choose Theme.
05:00This will allow you to see all the different themes that you can choose from.
05:03Not only will this change the background pattern, but it will also change the
05:06font and the color of the font within your form.
05:08So Apple designers have created over 30 of these different themes for you, and
05:12there are some new ones that ship with Bento 2.
05:15If you want to be able to see these in a different view, you can choose the
05:17Theme Chooser which pulls them all up on screen and allows you to navigate
05:22through all the various different ones.
05:25You can pick the one that fits your style the best. Also, when you click on
05:28one, you can hit Try It and see how it looks in the background.
05:33That way, you can try a couple of them before you commit to it. So let's say we
05:36want to choose Bookworm, then we'll hit OK and we see it applied to the form
05:42that we have selected.
05:43This will only apply the theme to the one form that we are looking at.
05:47If we want to apply to all different forms, we have to do those independently.
05:50But you'll also see that the shading is a little bit different, the Lighter
05:53Shading has a different effect, the Darker Shading has a different effect,
05:56the fonts are different, and the color schemes as well as the image in the background.
06:00With all these tools available to you, you can not only create a great place to
06:04store all the information from your busy life, but you can also use these tools
06:08to add your own personal style.
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8. Using Fields
Understanding fields
00:00Within your Bento database, you can have various different libraries and in
00:04each library you may be storing different types of information. Within each
00:07library you see that you have records and a record represents an individual
00:13instance of each type of information that you are storing in your library.
00:17But if we look closer at each individual record, we notice that it's broken into
00:21different slots where we are putting our information, much like cells in a spreadsheet.
00:26In a Bento database, these are called fields. To really understand what can be
00:30done with fields, it's good to get an understanding of what the different
00:32fields are that are available to you. First you should see that it's very easy
00:37to add new fields. You'll notice that you've got a list of fields that appear
00:41in the bottom left-hand corner in your Fields pane. Each time you select a
00:45different library, you will notice that the list of fields will change.
00:48So if you want to add a field, you can see that you have a plus sign in the
00:52bottom left-hand corner of your Fields pane and clicking the plus sign allows
00:57you to create a field in the Create a Field dialog window.
01:00In this case, we can just name a field and we'll just do a standard text field
01:04here and we hit Create. We see that that's been added to our Fields pane and
01:10now by simply clicking on it and dragging and releasing it, we've added a new
01:14field to each one of our records. So every record can have its own unique piece
01:20of information inside of that field.
01:22Since fields are the smallest unit of information inside of your Bento
01:25database, it's important for you to first get familiar with the different types
01:29of fields that are available to you and then add those to your Bento database accordingly.
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Reviewing field types
00:00Bento provides a wide variety of field types to store the kind of information
00:04that you may use in your daily life. For example, on screen, you'll see we've
00:07got a bunch of different fields inside this record in the Properties library.
00:12The Property Name field stores simply text that describes the name of the
00:15property. So does the Region. However, you will notice over here we've got a
00:19field that's called Date Added, which is a different type of field.
00:23In this case, it stores only date information and you see that it gets handled
00:27differently by Bento. For example, anytime you have a Date, you can have a Date
00:31Picker associated with it.
00:33Becoming familiar with the types of field that are available to you is the
00:36first step in making decisions on which ones to use. Bento offers over 20
00:40different field types. We've already looked at somewhere we've used Text field types,
00:44like for instance, the Property Name and the various different things
00:47like Notes and Descriptions. Those are common uses for text.
00:51But as you see, there are several different types of fields to choose from.
00:54It's a good idea to get familiar with the different field types so that way any
00:57time you think of a new piece of information that you want to add, you can
01:00match it to the proper type, but I'll just take a moment here to introduce to
01:03you some of the most popular ones.
01:05We've worked with Text types before, and Numbers will store numeric data and
01:08they are treated a little bit differently inside Bento, especially when you
01:11talk about your summary row. This gives you things like averages and minimums
01:15and maximums and that type of thing.
01:17Choice allows you to save a set of values inside of a field when you set it up
01:21in your Bento database and then when you click on that field when you are
01:24entering data, it will show those values and allow you to select from one of them.
01:28Checkbox is really kind of a Yes or No or True or False or an On and Off type choice.
01:32You either can check it or it's not checked; there aren't multiple
01:36options available to you there.
01:37Media, File list, Message list, and Related Records lists will all be covered in later movies.
01:43You are probably familiar with the type of information that would be stored
01:45inside Time or Dates, it's pretty self-explanatory, but as you saw in our
01:49previous example, it has different handling inside of the database.
01:52For example, you can get a Date Picker if you choose Date field.
01:56Currency is another one that's very familiar. If you want to store values that
02:00are based on money and then have them formatted appropriately, you would
02:02choose that option.
02:04There is also a handy little field type in here that's called the Rating type
02:07filed which gives the number of stars that you can assign, much like you have
02:10inside your favorites inside iTunes. And we've already worked in previous
02:14examples with Address and Phone Number fields. They will store all parts of a
02:17single street address, city, state, address, zip, altogether as one group.
02:22The same thing with Phone Numbers and you also have this type of ability with
02:25Email Addresses and URLs but those field types have different handling in that
02:29they will be able to launch other applications like your web browsers or your email applications.
02:34What you really want to do here is plan a little bit ahead, figure out what
02:37kinds of information you are going to store and then find the field type that
02:40best suits it before you start creating those fields in Bento. This will put
02:43the choice in your hands and make sure that you are picking the right field
02:46type before you start building things in Bento.
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Creating fields and using the Fields pane
00:00Bento provides a wide range variety of field types for you to choose from.
00:04You can use these field types to create fields that will help you store information
00:08inside of your Bento application. Let's take a look at how we create fields in Bento.
00:12To create a field, you'll first select the library for which you want to add a field,
00:16since each library has its own set of fields. You can see this by
00:21selecting one library or another in the Libraries pane. You will see when we
00:25choose Address Book, I have Address Book fields listed below and when I choose
00:30Properties, it changes to Properties fields and there are different sets of
00:34fields defined inside each one of the different libraries.
00:37You should also note if you are adding fields to one of your linked libraries
00:42like Address Book or iCal, then creating fields in these libraries will not add
00:46those fields to the linked application. So if you add a field to your Address
00:50Book library, that field will not show up inside Address Book.
00:54So let's choose the Properties library and go down into the Properties Fields pane.
00:58You will notice on the bottom left hand corner there is a Plus sign,
01:01which is for adding a field. Clicking on that button pops-up the Create a Field
01:06window. This is where we can choose from the various different types of fields
01:10that are available to us and in this example, what we are going to do is create
01:14something that's called a Rental type. Since the Rental type field will have
01:18various different choices that we can pick, we are going to choose the Choice field.
01:21You will notice after we select the field type, there is a brief discussion of
01:25what that type is. So if you want to get familiar with what your options are,
01:29you can certainly just go through and read the brief description and look at
01:32the examples. You will notice in some examples that your field options may change.
01:38A good example of that is here with Choice. First you want to name the field,
01:42and we'll call this one Property Type but you will notice that in addition to
01:48choosing the type and adding a name, you also get to choose the options that
01:52the viewer will see when they click into the field. This is kind of a like a
01:56drop-down list with the different options that they can choose from.
01:59So here we'll add the different options by selecting the Plus sign.
02:02So the first choice will be Vacation, let's add another one, Seasonal, add a third,
02:14and we'll say Monthly. So now we have some options where we can hit the button
02:20to create this field, which will add it to our Fields pane, or close to abort
02:24the process of creating a new field, or a nice feature where we can hit the
02:27Create and Continue which allows us to then go and create another field.
02:31So this way we can stay inside the Create a Field window without having to close it out.
02:36But in this case, we'll hit Create and immediately we see in the Properties
02:41pane that the new Property Type field has been added to our library.
02:45So by clicking on that and dragging it into our form, we see now that we have given
02:50ourselves the ability to choose from the various options that we configured
02:54when we created the field. You will also note that there is an Edit Field
02:57option that will pop that window back up and allow us to add or change the
03:01options that are there. Let's try creating another field.
03:04You can also create fields by going under the Insert menu and choosing New
03:08Field, where again we are presented with the Create a Field window.
03:12This time let's pick a different type of field. How about Checkbox? A Checkbox
03:17will just simply allow your user to check something so that way you can flag
03:20certain records or give a Yes or No or True or False type option.
03:25In this case, let's say we want to create a field that stores whether or not a
03:28rental permit is on file for anyone of these properties. So in that case, we'll
03:32create a field called Permits On File and we'll hit Create. You see that's now
03:38been added to our Fields pane and if I click on it, and drag it and release it,
03:42you see that I can add it to any area on the form. You will notice that a
03:46checkbox allows a user to either check or not check the item. It's almost like
03:50a preference or turning on an option.
03:52How about another option?
03:55Insert a New Field, another one that's not a bad idea to have, because if you
04:00want to have a field that uniquely identifies all of the records in your
04:03library. In this case, let's say I want to have something that's called the
04:07Property ID. That way I can make reference to these different properties and in
04:11case something has got the same name, I can tell the two apart.
04:14The options in this case are to choose the number of the next record that's
04:17created and how many you want to increment them by. It's usually a good idea to
04:22leave the automatic counter options at 1 and 1. When I hit Create, now I can go
04:27up into the Property ID and see that on this first record, I have been given a Property ID of 1.
04:35As we go to each individual record, you see that it's gone through and
04:38serialized all the Properties that we have in our database, even though this
04:41field didn't exist when those records were originally created.
04:45How about if we wanted to create a nightly rate?
04:47That sounds like it might be a number but there is a field that you can store a
04:53numeric value but it can be formatted as currency, which is called the Currency field.
04:57So in this case, we'll call it, Nightly Rate and then you choose the
05:04Currency type, we'll stick with US Dollar in this case and you can Highlight
05:09negative numbers, if you want to and use the thousands separator and even align it to the left.
05:15So in that case, we'll hit Create, drag the Nightly Rate and if we type in a
05:21value and click outside the field, you see that it formats it with the US
05:25Dollar sign to the left.
05:27And finally, one of my favorite fields is something that's unique to Bento.
05:32We'll hit the Plus sign in the Fields pane, since that's one of the other ways
05:35that we can create a field, and we are going to choose Rating. A Rating, which
05:43you will probably, commonly call rating, which will allow you to give a star
05:46rating to each record. You can choose from one through ten different stars,
05:51we'll keep five in this case. And you'll see when you create it and drag it on
05:55to your form, so you see here you can click one, two, three, four, or five
06:00stars, a lot like you do with your song ratings inside iTunes.
06:04So there is all sorts of different fields that match the different types of
06:08information that you want to store in your libraries. So once you get a little
06:10bit familiar with these types, you can do some pretty cool things with the way
06:13you store your information in Bento.
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Working with fields in Table view and Form view
00:00There is a couple of things that you should become familiar with if you are
00:02going to be creating fields and then adding them to your different views.
00:06The first of which is that you'll see that you have got a Fields pane in the lower
00:09left-hand corner, which lists all the different fields that are defined for
00:13each individual library. A field can only be defined for one library at a time
00:17and you will see those lists change as you select the different libraries in your database.
00:22The other thing that you will notice is not only does it change when you select
00:26the different libraries but it will also change when you from Table View to
00:30Form View. You'll notice that in Table View, each field has a checkbox next to
00:36it and what that checkbox indicates is whether or not these columns will appear
00:40inside the Table View.
00:41So you see here we have got various different fields that all have checkboxes
00:45next to them but since we have so many on screen that we can't fit them,
00:49let's go ahead and uncheck some of these. We can uncheck Rating, Region, Property
00:55Type, those types of things and you will notice that as we uncheck them, they
00:59are been removed from our table.
01:04Finally, you will also notice in Table View that you can add fields. On the far
01:10right-hand column, there is a grayed out column header that's called New Field.
01:14By simply clicking inside of a field in this column and adding a value and
01:18hitting Return, it will have created a new field inside of your Fields pane.
01:24You can also choose to Edit the field or Change the field to a different type
01:28of value if you would like to.
01:30Finally, in the bottom left-hand corner, you can add fields or even delete
01:34existing fields by selecting them and hitting the Minus sign or if you want to
01:40add a new one, just hitting the Plus sign in the bottom left-hand corner and if
01:43you would like to completely remove the Fields pane because we don't plan on
01:46using it, you are just want to work with the data in your database, you can
01:49just use this toggle down here at the bottom left-hand corner, will allow you
01:52to show or hide the Fields pane.
01:56Just a couple of things for you to be familiar with, before you start working
01:59with fields in your Bento database.
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9. Using List Fields and File List Fields
Understanding List fields
00:00You may have noticed that when you create fields like Address, Phone Number,
00:03Email or URL or IM Accounts, Bento will create an associated List field that
00:09lets you store multiple addresses, phone numbers and emails and so on just for
00:12one record. So you'll notice in our Fields pane, how we have got the Address
00:17group set up but then there is also a corresponding List version of that.
00:22You'll notice that the Email has been set up and without having it create
00:26another field, we have an Email Address List and what this is the same field
00:30but with different properties. You may notice that on our Property Info form,
00:34we've got an Address List, Phone Number List, URL List and Email Address List field on screen.
00:39Let's take a look at what an Email field what says in Email Address List field
00:45might look like. So at first you see that the label is different and they look
00:49virtually the same but you'll notice that when you click on the Drop-down menu
00:53in just an Email field, that says Send Email. But when you click on the
00:56Drop-down menu on the Email Address field, you see that it allows us to add new emails.
01:02Also notice that I can add a new email value and that a scrollbar appears as
01:07well and then once I have value in there, I can delete it. Same is true for
01:12Phone Number or even Address. You'll notice that you have a new address that
01:19pops up and then you can choose a Home one for example or Work and so on.
01:24And in order for you to not have to resize these, each time you add something
01:27new, the scrollbar pop ups to allow you to fit as many values as you'd like on
01:31each one of your forms. These List fields are different from the other standard
01:35fields like Property Name, which is a text field. You'll notice that we can
01:38only put one value in there. So it's only for Addresses, Email Addresses, Phone
01:44Numbers, URLs and if you choose IM account which is one of the defaults that's
01:49set up inside your Address Book, you'll also see that a List field option is
01:52automatically created for you there as well.
01:55When you're using List fields inside of a Form View, it provides you a nice
01:58compact way to store multiple values for just one field that you've defined within your form.
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File List fields
00:00Bento has a very interesting feature that's called a List field. It also has
00:04a version of a List field that's called a File List field. This type of field
00:08allows you to keep track of relates files and even data inside of your Bento database records.
00:12For example, you might use one of these File Lists to store a list of aliases
00:16or list of folders that are on your computer and in each one of these aliases
00:20will contain a path to a specific file or folder located on your hard drive.
00:24Another way that you can integrate not only other applications into Bento but
00:27in this case other documents that are possibly created by other applications.
00:32So to give a demonstration of this, what we first want to do is create one of
00:35these File List fields. We can do so in two different ways, either by clicking
00:39the plus sign in the bottom left-hand corner of the Fields pane or going under
00:44Insert and choosing New Field.
00:46Now of course, anytime you create a new field, you've got to choose the library
00:49where you want to create the field and in this case, it's going to be
00:52Properties. So we'll say Insert > New Field and choose File List. Let's call
00:57this one Documents and since we're not creating any other fields, we'll just
01:03hit Create instead of Create and Continue.
01:06Now we'll notice that Documents is available to us in our Fields pane for the
01:09Properties library. And in this case let's go ahead and create a new form which
01:13will give us some space to work with too. We'll just hit the plus sign and then
01:19we'll name the form Document Details and hit OK and it gives us a blank form to work with.
01:26So we'll select Documents in our list and we'll drag it on to our form.
01:31So the first thing that we'll notice that is that we've got three default sortable
01:34headers. The first of which is the Name of the document, second is the Kind or
01:38the file type and then a location where this can be found.
01:42Now keep in mind, what's happening is we're not exactly storing the files and
01:46in this example, the files will be PDFs. So we're not exactly storing the PDFs
01:50directly in our form but instead what we're doing is storing a link or an alias
01:54where we can find those on our computer. So keep in mind that the Where column
01:59will store the path to that, however, if that path changes, Bento will be able
02:03to find your document.
02:04You'll notice that we've got some operators below that we'll take a look at,
02:08but let's try adding a file. Take a look at how that will work. Now first you
02:12see that there is a button in the bottom left-hand corner, if you select that
02:15button and hit OK and then choose a document. Let's take a look at what happens on screen.
02:23First we can make this a little bit larger by selecting it and grabbing one of
02:26the handles and making that wider. The other thing you should know is that you
02:30have the ability to make your columns wider. But in this case let's say we'll
02:35make the middle one a bit larger, drag and make Name larger and then also the
02:41path and this is the most interesting one because you can see the entire path
02:46from where Bento may be able to find this document. So that path needs to stay
02:51exactly the same in order for us to be able to find this document. Not only can
02:55I add one document at a time but if I hit the + button again, you'll see that
02:58if I hold down my Shift key, I can select multiple documents and you'll see
03:03those multiple documents added to my form.
03:06The other interesting thing is if I move to a different record, this now is the
03:10record for a different property name. As a matter of fact, if we drag the
03:16Property Name on to this form, we can see that change each time. I can insert
03:24different documents or different groups of documents for each form and you'll
03:30see those changes will go from property to property in this case.
03:33Now for example, I notice that I have got a Freed and Lily, this one is
03:39Telluride. So let's say I want to make this contract specific to just this
03:43property. You'll notice that I can hit the Minus sign to delete those items and
03:48I can go to for example, Freed, hit the plus sign and insert the FreedContract
03:55and I can hold down my Option key and go to the first record. We've got Lily's
03:58and you see the idea here is to add the appropriate documents.
04:03Now you'll notice there are some other icons here as well in addition to adding
04:07or removing documents from your list, you see that we have got the ability to
04:10open a selected item. So first I'll choose the item and I can see that that
04:13item is chosen by the highlighted file number in the left-hand column.
04:16I hit the Open icon and sure enough, here comes the PDF inside of its native
04:23application, in this case, Preview for us to be able to take a look at.
04:27The other thing that you can do is show it in Finder, so that you can locate it.
04:31Basically what Bento is doing is following this path that you've stored and
04:37then revealing the folder so you could see you could maybe change the name of
04:39it or create copies or whatever it might be. There's also a great new feature
04:44here where Quick Look is integrated into Bento, so if you select a document and
04:49hit Quick Look, you don't even need to open in its native application, you can
04:52just review it right here. This is a very handy feature.
04:55One last thing to take a look at, in addition to adding files I can also hit
05:01the + sign and add an entire folder. So now you notice that I can add one
05:06single file or a folder and what happens when you open up the folder is that it
05:11basically goes right to it in the same manner as it would if I were to select
05:18the Folder button. Basically we get the same idea there and Quick Look behaves
05:22a little bit differently because of course, you're not going to be able to see
05:25individual assets in Quick Look. So you should be aware of that as well.
05:29And the last icon that you'll notice is in the bottom right hand corner of your
05:32File List. This allows you to choose which fields you want to see in your File List.
05:36For example, if you click this button, watch in the bottom left hand
05:40corner of your screen. Your Fields pane turns into your Documents Fields pane.
05:46Documents of course is the name of our File List field and here just like in a
05:50Table View, you can either turn on some of these columns or turn them off.
05:54There is only three to choose from but if maybe you don't want to see the Kind,
05:59you can make more space to show the entire path.
06:02So it's up to you, which one of these that you want to show. What File List
06:05fields allow you to do is to use Bento to create a database to manage all those
06:09different documents that might currently be scattered all over your operating
06:12system. It gives you one main area to be able to turn to, to be able to find all those documents.
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10. Using Message List Fields and Apple Mail
Using Message List fields
00:00Now in Bento 2, you can easily link Apple Mail messages and RSS articles
00:05directly to information stored in Bento using a new Message List field type.
00:09You will notice when you go to create a new field, or either under Insert > New
00:13Field or by selecting the plus sign in the bottom left hand corner of your
00:16Fields pane, that there is a new type of file. It's called a Message List.
00:22And what a Message List will allow you to do is store mail messages, notes and even
00:26RSS articles from your Apple Mail application. So this gives you a great way to
00:30link over to your Apple Mail application.
00:31So let's create one of these new fields and let's call it Messages and actually
00:37let's create another one that's called Articles. So we hit the Create and
00:41Continue and we notice that, Messages has been added but it leaves the Create a
00:45Field window open for us. And now we'll hit Create.
00:52So we see both of those new fields have been added to our Fields pane and what
00:57we are going to do is now add them to one our forms. We have a form here for
01:00Document Details where we are already storing documents. Well, since mail
01:04Messages and Articles are also documents, let's put these new list fields on this form.
01:08First, I'll click on the Articles. As I hover my cursor over this icon, you can
01:14see that it turns into a hand. I'll be able to drag and then drop it right on
01:19to an area inside of the form. And just like any other field, if we select the
01:24area near the label, we can grab some of the handles and make it a little bit
01:29larger if we would like to.
01:31And also let's put the Message List field, which we called Messages also on
01:39this form. And if we want we can drag both of these and use our Align Edges tool.
01:45And now we have got them to be the exact same size and just like any
01:49other list fields, you can resize your column headers if you would like to.
01:57Probably a good idea to have your Subject line a little bit longer when it
02:02comes to Articles, since they are rather verbose and maybe the same thing with
02:07your mail Messages.
02:11Another thing you can do is in the bottom right-hand corner of either of these
02:13list fields, an in any other list field, it will toggle your Fields pane to
02:18allow you to choose the different columns that appear in each one of your list
02:21fields. So I'll click on the ones that I want to appear and turn the ones off
02:27that I don't want to see.
02:28So let's say Date Received isn't that important. Priority. How about if we just
02:34have Sender and Subject, and then we can resize Subject a little bit and make
02:38Sender a little bit larger.
02:40And keep in mind if you happen to have a list field on another form, unchecking
02:44and checking these column headers isn't going to affect the other list fields.
02:47It's only the ones that you are working with, only the ones where you actually press this icon.
02:52So now we'll notice that if I go down to the other list fields, you see that
02:58now I can also choose which columns I want to see here. So we'll take Priority
03:03out of there and leave Sender and Subject. So let's make these a little bit
03:07larger. And you will notice that if you make them too large for your area,
03:16it will either scroll left and right or north and south in either case.
03:19So now we have been able to create these new Message List fields and they are
03:23ready for us to be able to add articles or messages.
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Linking Apple Mail messages and RSS articles to forms
00:00In Message List fields in Bento, you can store aliases to Mac OS X mail
00:05messages, notes and RSS articles that may be relevant to a specific record.
00:09So for example, like you see, we have got the Properties library selected and we
00:13have created a from called Document Details where we have added an Articles
00:17message list field and Messages message list field.
00:20Now what we would like to do is add Messages and Articles. In this case, what
00:24you will be doing is working with your Apple Mail application, so you will
00:27notice that we have got Apple Mail opened here. And a couple of things to note first.
00:33You see that in Apple Mail you've got your Inbox for your mail and then
00:39of course, you have got the ability to store Notes and even To Dos. And then
00:43finally, you've got RSS articles.
00:45We are going to look at how all of those are integrated in with Bento.
00:48But the first thing I wanted to point out is that your To Dos, although you can't store
00:51those inside Message List fields, To Dos are already found inside of your iCal Tasks.
00:56So if you have linked to your iCal Task library, you already have your
01:00To Dos, so that would be redundant.
01:03So let's focus on adding messages. So if we look inside the Inbox, we notice
01:07that we have got three different messages relating to our property in
01:11Telluride. So if we go back into the form, and then navigate to the Telluride
01:16Mountain Sunset House, I can then drag a mail message down into my Messages
01:22list field. You will notice that it gives me the Date Received, the Subject,
01:27and the Sender because that's what I configured in the Message Fields pane.
01:33Here we'll notice that we might need to resize a little bit if we want to but
01:37mainly you want to keep the subject available.
01:39You also note that not only can you select one message but if you hold down the
01:42Shift key and select two, you will see that you can drag those in groups over
01:48to your Message list field. The same true if they are grouped together as a
01:53threat. Now you go to another record in your form that might be empty and then
01:59you can select certain messages and assign them to specific records. This way
02:05these actually become related messages in this case.
02:08So if you notice that you have got Notes as well, you will see your Notes
02:13listed. You will notice that you can include both Notes and Messages into the
02:20same Message list field. And finally, we have created a Message List field to
02:25hold RSS Articles. Inside of your Mail application, you can set it up to
02:30receive RSS Articles and just like you do with your other messages, you can
02:34hold down your Shift key, grab several of them and drag them into your RSS
02:39Articles. And you can navigate to different forms and drag and drop those inside of it.
02:47So now that you have got your messages from your Apple Mail application inside
02:52of these list fields, you will notice that on the bottom of the Message Lists
02:55you have different options for managing the messages once they are inside of the field.
03:00First, on the left hand side, you see Choose Apple Mail items and drag them to
03:04the list, which is really an instruction to show you what we have just done in
03:07order to get the messages into your list fields. If you find one that does not
03:12belong here, you can simply hit the Remove icon. That's the case in either one of these.
03:19And then as you see in other list fields Quick Look is now incorporated, so I
03:23can simply hit Quick Look and up pops the original message with all the
03:27information. And as you see, if there is any links in there, I can link through
03:32to those using Quick Look. Same is true for your mail Messages and even your Notes.
03:47And finally, if you select one of your Articles or Notes or Messages, you will
03:53see that you have an icon that will allow you to open the selected item using
03:57Apple Mail, which of course, gives you the ability to reply to messages or to
04:02review and click through to the details on RSS Articles.
04:06Using the new Message List fields in Bento 2 is a great way to keep track of
04:10important messages related to projects, events, or contacts, all in one place
04:14inside of your Bento database.
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11. Understanding Related Records List Fields
Understanding Related Records lists
00:00Bento allows you to create relationships or invisible links between your Bento
00:04application and information that you store in your Address Book or in the iCal
00:08in the form of events or tasks. These links allow you to share data in both
00:12directions. However, you can also create links between the different libraries
00:17within your Bento application and you can do this by creating what's called a
00:20Related Record List. A Related Record List is a field that can be placed onto
00:24one of the forms that are based on one of your libraries.
00:26A Related Record List field is just like other types of list fields.
00:29But instead of storing things like email messages and files, it stores information
00:33from a record that's in a different library. As you navigate from record to
00:37record using those forms, you can then display different groups of related
00:41records from your second library. More specifically, this allows you to link
00:45data between the two libraries creating a relationship between them, similar to
00:49the relationship between Bento and Address Book or iCal.
00:52So for example, imagine if you have a library for Properties and you have
00:56another library in Bento for Events, what you would like to do is create a
00:59Related Record List field and you place that on to a form so as you go from
01:04record to record, you can then view the related events in the Related Record List field.
01:09So for example, you are on Property A and you see the Events that are related
01:12to Property A. You go to Property C and you see just the Events that are
01:16related to Property C and so on.
01:18That way, you can create sort of a dashboard view of everything related to a
01:22property. In this case, you would want to go on to a form for Properties and
01:25create a Related Record List that will allow you to view the related iCal Events.
01:30Making connections between the different libraries of information in your Bento
01:33database can make much more useful forms,
01:35allowing you to integrate various different types of related information.
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Creating Related Records lists
00:00Bento provides an easy way to link data between different libraries and it's
00:04called a Related Record List field. By adding a Related Record List field to an
00:08existing form, we can show data from another library.
00:11For example, inside of our Properties library, we have got a form called
00:15Overview. And on this form, we would like to show related iCal Events because
00:20inside of our iCal Events, you will notice that we have got events that are
00:23related to a various different properties. Like Mountain Village, Mountain
00:27Village, Freed House, Lily, Mountain Village, that type of thing. So in this
00:33case, what we would want to do is create a new record list field and we can
00:36create a record list field in couple of different ways.
00:39First, we can hit the plus sign in the bottom left corner of the Fields pane or
00:43we can go under Insert, to New Field. In either case, we'll see the Create a
00:47Field window pop-up and the first thing we want to do is choose a Field Type.
00:52So if we choose the Related Record List field type and give it a name, let's
00:56call this one Rentals. You will notice down in the options, which we are
01:02actually choosing here, is the data source. And what that means in English is
01:05that you are choosing the other library for which you want to create this link.
01:09So between properties and what different library?
01:12So let's call it iCal Events. And then let's hit Create. And now you will
01:19notice that not in your field list, but below the field list you now have a
01:25category that's called Related Data and then that's where all of your Related
01:29Field List will be stored. So what we do here is drag the Related Field List
01:35right on to our layout just like we normally would.
01:38So on our Overview form for Properties we see that we have got a Related Record
01:42List field that can now show values that are coming from the iCal Tasks
01:46library. Another interesting thing that you can do to create these lists is to
01:51select previously created collections or smart collections.
01:54So for example, you see, we have got Co Contacts, and if I go onto Properties
01:59and I just grab this quickly and drag it and drop it onto my form. You will
02:03notice that I can now create a Related Record List for Co Contacts. You will
02:08also see that shows up as one of the new Related Data links as well.
02:12So there is a couple of different ways that you can create these links but what
02:15you should know is once you've established a link as you will see here when we
02:19try to go onto New Fields, if you try to create another link you will notice
02:24that curiously we have a couple of different libraries or in this case a smart
02:28collection and a library grayed out.
02:30So what that means is that you can just create one link between each library or
02:34collection at a time and then you can just reuse that anyway that you would like.
02:39A Related Record List, like the ones that you see in this form will allow us to
02:43link two or possibly even more libraries all onto one form. And then Bento is
02:47going to provide us with an easy way to link the data between the libraries.
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Managing Related Records lists
00:00You can use a Related Record List to display records from the form that you
00:04are currently viewing and what it will display its records from another library
00:09that are related to this record.
00:10So for example, we happen to be in our Properties library and we are in a form
00:15that we have created that's called Overview. And we have got two Record List
00:19fields created, Rentals and Co Contacts. We see those listed in our Fields pane
00:23under the Related Data section. Now what we would like to do is add some
00:27related records. So in the case of Rentals, we are linking to the iCal Events.
00:31The way that I can add related iCal Events records is by clicking the icon in
00:36the bottom left hand corner and up on screen will pop-up all of the different
00:40records in the iCal Events library.
00:42So what I would like to do is add any iCal Events that are related to the Lily
00:48property to this record and then I could go on to the other records and add
00:52those related events. So one way that I can easily find related records is
00:56using the Filter or the Search field in the bottom left hand corner.
01:00And in this case, I'll type in Lily, and you see what it has done is it's easily
01:05isolated a group of records that all have Lily in the name. So I can either
01:09select 1 and drag that into Rentals, or I can hold down my Shift key while I
01:14select all of them and then drag those into the list field.
01:19Now if I go to the next record, we see that this is the Telluride Mountain
01:23House, so I'll select the icon in the bottom left hand corner and let's see if
01:30we use Telluride, how about mountain instead. So now I can Shift+select all of
01:40these records and what you will see illustrated here is that depending on what
01:45record you are on, in this case Lily's, in the case Telluride, I'm seeing just
01:50a subset of records or the related records from the corresponding libraries.
01:56We can do the same thing with Contacts. As you see here, now I'm seeing all of
02:01the contacts. So let's say we just have a couple of people that we normally
02:05work with on this property and we would like to save their information into the
02:13Related Records List and we can do the same for each one of the properties that
02:17we are storing inside of this library. Now that we have got some related
02:20records in these fields, we'll take a look at some of the tools that are
02:23available to us to manage these list fields.
02:26First, like any other field if we select it, we see that the handle is going to
02:29appear and we can drag the size either left or right or even up and down if we
02:34would like to. So in this case, let's say we open these up a little bit, so we
02:38can see more of the data. And then also you will notice that there is icons in
02:43the bottom left hand corner that will allow us to add more records if we would like to.
02:48So in this case, what you see is that it creates a blank record, which I'll put
02:53in here, Grand Opening. And when I click outside the field, I have now
02:59committed that and created this record. And if I would like to, what I can do
03:04is go to this record in the iCal Events by clicking on the next icon.
03:08So here we see inside iCal Events is the new record that I have created called Grand
03:13Opening. And the reason it knew to create this record in iCal Events is because
03:17that's the library that we have linked to when we set up this Related Record List.
03:22And incidentally, if you look in your iCal, you will see that the event exists
03:29inside iCal as well. So back inside Properties and Overview, you can see this
03:36is the way that you can either add or even remove different events. And you can
03:41see different information on the events and even edit some of this information
03:44if you would like to. And all of it will propagate throughout the different
03:48libraries and related applications.
03:50Also you can control the order in which you are seeing these events. If I click
03:54on the Title header, you will see that we have got the option to either Sort
03:57Ascending or Sort Descending. What you are going to find out here is you are
04:02going to have a lot of the similar properties that you will find inside Table View.
04:05So if you are familiar with managing Table View, you will be able to use
04:09the same type of tools here and that includes things like resizing column
04:13headers or even hiding unnecessary fields. And as with other list fields, you
04:24will notice that you have the ability to Show or Hide different fields.
04:28Now inside of an event we have got all sorts of different things that we can add.
04:31So we have got Duration of Stay, if we want to add that. We have got
04:36Location, all of these different things that we can add and these all happen to
04:39be fields that are defined inside of our iCal Events library.
04:47And the same is true for any Related Record List regardless of the library that
04:51you have linked to. Now you should keep in mind that the scrollbar has appeared
04:55because you can add an unlimited amount of related records inside of a Related
04:59List field. They just have to come from the same library. And if you want to
05:03have related records from another library, just simply create another Related Record List field.
05:07And one of the other features that you might be familiar with from using Table
05:10Views is something that's also available to you in a Related Record List, and
05:14that is the other icon to the far right. If you click on this, you will see
05:18that you can create summary values.
05:20So, for example, Count or Sum, so you see that you can add summary values that
05:30are specific only to the related records that are inside each one of your forms.
05:33Now you will notice if I go over into the other properties that don't
05:38have any records, the Count is still there and the Sum is still there.
05:42But you will see now that the values are different. This is a Count of 5 of the related
05:46Rentals and the total Duration of Stay for the related Rentals and so on.
05:50So you can use the same discipline that you got used to when you are managing
05:54your Table View and the same concepts that will apply here when you are
05:57managing the way that your data looks inside of a Related List field.
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12. Working with Media Fields
Understanding Media fields
00:00In Bento, you can store many types of sound, image or movie files inside
00:04something that's called a Media field. These types of files will include things
00:08like JPEGs, QuickTime movies or even MP3 files. In order to be able to store
00:12these assets inside of your Bento database, you first need to create a media
00:17field to contain them.
00:19In our example file, if you click on the Properties library, you'll see that we
00:23have a form created that's called Property Info. Now, what we want to do here
00:27is add a new field that will contain media. So we can do that in two different ways.
00:31We can either hit the Plus sign in the bottom left-hand corner of the
00:34Fields pane, or go under Insert to New Field. You'll notice that there is a
00:40field that's called Media that will allow us to store these different types of files.
00:44Keep in mind that a Media field can only store one media file at a time.
00:50If you want to store many different media files per record, then you can create many
00:55different media fields. In this case, we're just going to create one and we'll
00:59cleverly name it, Media. We'll hit Create and you see that the Media field is
01:04now available in our Fields pane.
01:08I will click on it and I'll drag it over onto our form. Like any other field,
01:14you see that it's got handles so that we can resize it and line it up to all
01:18the different things in our form. But you'll notice that it has kind of a frame set
01:21and different characteristics than maybe some of the other fields that we are working with.
01:25So this one we'll size nice and large so that we can view all the images or
01:29movies or sound. And in the upcoming movies, we'll talk about how you can add
01:34different types of media to your Media field.
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Adding Media fields
00:00Media fields in Bento allow you to store sound, image, or movie files directly
00:05inside your database records. To do this, you'll have to create a field that
00:09has a media type, which we've already created in this case, and we've called it
00:13the Media field. Then you'll want to place it onto one of your form layouts.
00:17You cannot place Media fields in your Table Views, so you want to pick a Form
00:22View first and then place your Media field on that form.
00:25So now what you'll want to do is actually place media inside of the field.
00:29So in this case, we're on our record for Lily's Loft and you'll notice that when
00:33I click inside of the empty Media field, you see that a little window pops up
00:38and it allows me to add media. In this case, I can choose a picture, movie or
00:43sound file or here I can take a picture.
00:45But what we're going to do in this movie is choose pictures, movies, or sound files.
00:50So I click on that option and up pops my Finder where I can choose any
00:55one of the different assets that are stored inside the Assets directory in your Exercise Files.
01:01So in this case, I'll choose a picture of Lily's and hit Open. You'll notice
01:06what it does is it places the image inside of the Media field, but only for
01:11this record, because if I navigate to the next record, you'll notice that it's empty.
01:14Now that we've got an image inside this record, we can move onto our
01:18next record, click inside the field, and in this case, choose a different image
01:27for each one of the records inside of our Property library.
01:30You can also add media to these Media fields by dragging them and dropping them
01:36into a Media field. So, for example, we go to our Desktop and we pick our
01:42Exercise Files and choose one of these Assets. You'll see that we can click on
01:55it and drag it and release it and it will show up inside of our database record.
02:01In addition to images, we can also store movies. So here we have an example of
02:07a QuickTime movie and I can place that inside of my file. The interesting
02:13thing about when you're storing movie or sound is that you can click on this
02:17and play it. So, right inside each one of your records, you can see movies
02:21playing with action that might be specific to the record. So we have images,
02:29and then movies combined together on our Bento database.
02:33Finally, same kind of thing applies to adding a sound file. Here is a sound
02:39file that we can add, and although you don't see anything with the sound file,
02:43when you click on Play...
02:45(Piano music plays.)
02:50Like that. One thing that you should be aware of when
02:53you're adding media to your Bento database is the fact that you're actually
02:58adding size to the database as well.
03:00So if you've got some concerns about the size of your database, probably
03:03shouldn't affect the performance by any means, but if you're adding hundreds of
03:07different images or very large media files, what you might want to do is first
03:12navigate to a record that doesn't have any media and like we did before where
03:17we were dragging media into a field, you should know that if you hold down the
03:21Option key and drag, what you've done in this case is added an image--
03:29in this case the media that I was adding was an image.
03:31But because I drag-copied it, what I've actually done is stored the alias
03:35inside of this field. So that way my database file size doesn't grow, but I can
03:40still see all the different images.
03:42Now the thing you should know about that is that the moment that the location
03:47of this changes, so if I move this to a different folder, it will then break
03:51the image and therefore not show up anymore inside of Bento. Something you
03:55should pay attention to, if you're putting a lot of very large media files in here.
03:58But if you don't have a large quantity of those or large files, something
04:01you probably shouldn't concern yourself with.
04:03As you can see, once you've created Media fields, Bento will allow you to store
04:08images, sound files, movie files or even links to those files within your
04:13computer. This gives you the opportunity to use your database to not only store information,
04:18but also, all sorts of different types of assets.
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Adding photos to a Media field using the iSight camera
00:00In order to add any kind of media to a media field, you can just click inside
00:05the area and you'll see that a small window pops up. Now as you see here,
00:09I already happen to have an image inside of this Media field. But remember,
00:13you'll be looking at your own Address Book, not mine.
00:15So, when you do this, your Media field still may be empty. If you already do
00:19have an image in the field like I do, then go ahead and select the Media field
00:23and then hit the Delete button in order to remove the image inside of it.
00:26Now you see that my options change. I can either choose a picture, movie or sound
00:30file that exists on my computer or I can take a picture.
00:35For example, we'll take a picture now. Then I can choose that picture and set
00:44it and you see that it gets saved inside of this Media field. So in addition to
00:48being able to insert existing media files, you can also add one by taking a photo.
00:53These will work well inside your address book in your existing photo Media fields.
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Positioning and resizing images
00:00One of the things that you may notice when you're storing images inside of your
00:03forms in Bento is that some of them may not be sized properly. But what you
00:08should notice is that when you put an image inside of a Media field, if you
00:12click on that field, you'll notice that you have Image Settings that appear.
00:15One of the Image Settings allows you to use the slider to perfectly size the
00:20image inside of your Media field. So you'll notice as you go to the different
00:25records and click inside of them, you can resize these appropriately.
00:29It will only grow to the maximum size of the image, based on the image's resolution.
00:33So you'll see you can make them larger or make them smaller so that they fit
00:39appropriately inside of your Media field.
00:43Bento allows you to not only store images by either dragging and dropping or
00:47inserting using your iSight camera, but then position them appropriately inside
00:51of a Media field so that they can be displayed as part of your database record.
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Saving media files
00:00 Bento databases are a great place to store image, sound or movie files.
00:04 If for whatever reason you happen to misplace the original file or the only copy that
00:08 you have is inside of your Bento database, there are also ways that you can
00:12 save this media out of Bento, back on to your computer.
00:15 It happens in a couple of different ways depending on the type of media, but
00:19 if you look at an image, for example, if you click inside of Media field,
00:23 you see your Image Settings. But also you'll notice that you have a Save As button.
00:27 This will pop up your Finder and allow you to pick a location where you'd like
00:32 to save that image and then it will simply let you make a copy of that image.
00:37 You'll still have the image inside of your Media field, but now you'll have
00:40 another copy somewhere else on your computer.
00:43 If you're saving other types of media like movies, you can do the same thing as
00:47 you would inside of a QuickTime Player, by right-clicking and hitting Save As
00:51 and you can do the same thing. Pick a location and then save it to that
00:55 location. The same is true for sound files, and the inverse works as well.
01:01 If you find yourself with an image, you can click inside of that instead of saving it
01:06 or adding something. You can just hit the Delete key and it will remove the
01:10 image from within Bento.
01:13 With the ability to store media inside of database records and also to extract
01:16 the media out of those same records, Bento can become a pretty useful asset management tool for you.
01:22
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13. Using Calculation Fields
Understanding Calculation fields
00:00Bento allows you to create different fields that you can store inside of your
00:03libraries. In previous movies, we've covered all the different field types.
00:07For example, we've got text fields like Property Type or date fields like Date
00:12Created or even Number fields like the Cleaning Fee.
00:15All of the fields that have already been defined can be found inside of our
00:18Fields pane. Most of the field types are for entering and storing data, but
00:22there is a very unique field type that's called Calculation that will allow you
00:26to bring in data from other fields as well as other values in order to create
00:30new values inside of these calculation fields.
00:33In order for you to be able to determine when a calculation field will be the
00:36most useful, first it helps to become familiar with the Calculation dialog
00:40window. You can invoke the Calculation dialog window by creating a new field,
00:45either in the bottom left-hand corner or under the Insert menu by choosing New Field,
00:49and then of course scrolling down until you see Calculation.
00:55Then when you hit Continue, you'll see that you have a workspace here for you
00:59to be able to create these Calculation formulas. Unlike the other field types,
01:03you see that the Calculation dialog window actually provides you with a
01:06workspace so that you can author the formula for your calculation.
01:10You'll notice, like any other fields, first you'll have to name the field.
01:14In this case, we'll just name this field Calc. But to give you a little tour of
01:18the dialog, unlike the other field types, you see that the Calculation dialog
01:22window actually provides you with the workspace to author the formula for the calculation.
01:27You'll notice though, like other fields, first you'll need to name the field.
01:30But in the Specify Calculation area, that's where you'll notice the real
01:34differences. First you've got a list of available fields on the left-hand side,
01:39and you'll note that the available fields come from either List fields,
01:42as you see here with Address, or just the Number fields like Cleaning Fee.
01:46You'll also notice Related Record Lists, here with the Colorado Contacts that
01:50have been previously linked to this library. Then you have the rest of your
01:57fields like Date and Text and Currency and Boxes and Automatics and all that type of thing.
02:03Depending on what kind of formula you're creating, you may need to pick one of
02:05these fields. So if you pick one of the fields and you want to put it into your
02:08Calculation workspace area, simply hit the Insert button. You'll see now that
02:13the field is represented by a small, grayish, blue box. By hovering over any of
02:18the fields in your Calculation workspace, you'll see that you've got a small arrow.
02:22Here you can change the field if you've chosen the wrong one or have changed
02:27your mind. In the middle, you also have a series of mathematical formulas.
02:33You see here, some of them are pretty self- explanatory, like putting the plus sign
02:37in between two fields will add the values inside the fields together to give
02:41you the result. You see the Minus field will do the same in reverse.
02:45You can subtract the value in one field from the value in another or several different
02:49fields if you'd like to.
02:50Below, you see you've got an Asterisk. The Asterisk is a multiplier that acts
02:54like an x in a mathematical equation. The same is true here with the Slash,
02:59which is the Divided By symbol. So you put these in between a couple of
03:02different fields. You'll multiply one by the other or divide one by the other.
03:06Any time you want to use text inside your calculation, you'll have to wrap it
03:09in quotes. So Bento provides this easy Quote button that will place the quotes
03:13in your calculation workspace so that you can type in text values. You'll also see
03:17that Bento provides you with a Today and then a Now button.
03:20Today is useful when calculating durations and we'll cover that in one of our
03:24later movies in this chapter. It represents the current calendar date that
03:27it pulls from your machine. It's very useful in determining durations and elapsed
03:31time and things like that.
03:33The same is true for the Now button which actually pulls the current time from
03:36your operating system. This is also useful in time durations within a certain day.
03:40The last thing that you'll notice here are Values. You can see that you
03:45can have something as a String, Number, Percentage or Currency. Value allows
03:49you to insert placeholders like text strings or numeric values, either in the
03:52form of straight numbers, percentage, currency. Your choice here is really
03:57going to depend on the results of your calculation.
04:00You'll notice in this field is what the result of your calculation may be.
04:03So you see here we've got Cleaning Fee and it happens to pull one of the records,
04:09and the value that it's getting is the first record in our table. That happens
04:13to have a 20 in it. So whether we have a result in text or number, it's still going to be a 20.
04:19But you notice that depending on which option you select, there are different ways
04:23that you can display or format your results. It will look a little bit
04:27differently in your Results field. If you see, for example, here the number 20,
04:34if it results in a duration instead of a number or a text, you see that it will
04:38put a Seconds after that. You can use different abbreviations if you'd like to.
04:44Also, if it comes as a date, you see that it doesn't necessarily result in a
04:48date in this case, so Bento will work to help you work some of these things out.
04:51The same is true with time. In later movies, we'll talk about how you can
04:55get different results from the same formula.
04:57Finally, if you want to become more familiar, you can hit the Show Examples.
05:01Show Examples is a great way to learn a little bit more about how calculations
05:04can work. You see that you can add different fields together and you can see
05:09what kind of different results you might get. For example, if this text string
05:12results in text, you would get that value, if number, you get a zero, and so on and so forth.
05:20So this is a good way to kind of learn what you can expect from your results.
05:24Also, you see you've got general mathematical results, represented in Text, or
05:29Numbers, or Currency. So this is a great way to get familiar with what you can
05:34expect to see from the calculation that you've written.
05:37Once you become familiar with this dialog, it will give you a better idea of
05:40what's possible when you create calculation fields in Bento. In the upcoming videos,
05:45we'll show you examples of calculations that you might be able to use
05:47within your own Bento application.
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Merging fields using calculations
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Calculating age
00:00A very useful calculation that you can use inside of Bento would be the ability
00:04to calculate ages based on a birthday. In this example that I'm going to show you
00:08we are going to calculate the age of each individual in our Address Book
00:11library based off of their birthday. You can follow along with this example by
00:15clicking on the Address Book library in your copy of Bento and locating one of
00:20your records that has the Birthday field populated.
00:22So what we are going to do is create a new field that's going to calculate the
00:27age of the individual in years. So, what we do first is create a new field.
00:32We can go into Insert > New Field and of course we are going to choose
00:37Calculation. That will take us into the next step where we want to name the field.
00:44We'll call it Age and then we'll look here in our Calculation workspace.
00:48Now the key to this one is going to be this Today button. So you will notice
00:53when we click on the Today button, it results in the value of today's date.
00:57So as the date changes on your computer, the new date will be inserted into the
01:01calculation for you. So it is great because it will dynamically determine
01:05the age of the individual.
01:06However, we don't want to determine what today's date is. We want to determine
01:10what the elapsed number of years were since this individual was born until today.
01:14So logically, you would think we could probably put in a Subtraction
01:20operator and pick Birthday. If we subtract birthday from today's date,
01:29let's take a look at what we get here.
01:31So first is Text, which is not the result that we use for this calculation.
01:35We see we have some interesting information. Well if we go in Number, it gets a little clearer.
01:38What we actually have here is an integer. So, what you are seeing on
01:42screen is the fact that dates inside of Bento are handled as integers.
01:46They are actually handled as numbers of seconds. So what we see here is actually
01:50over one-and-a-quarter billion seconds have transpired since this particular
01:55individual is born until today's date.
01:58The problem is we want to know years. So we know that if we wrap this part of
02:01the formula in parentheses, it will group this value so that we can do some
02:05more calculation with the results like multiplying or dividing it by another value.
02:09What we want to do is create another part of this formula that will
02:13convert the seconds into minutes, minutes into hours, hours into days, and days
02:17into years. And it might look a little complicated but really this is something
02:22that you can remember and copy and paste and use for other calculations as well.
02:25But we'll open up another parentheses and we know in order to turn our seconds
02:30into minutes, 60 is going to be a key number. So if we want to turn our seconds
02:34into minutes and then our minutes into hours, we would do 60x60 and then if we
02:41want to turn our hours into days, 24 and if we want to turn our days into years,
02:49how many days in a year? 365 and to be very specific 365.25. And now what
02:57this does is give us sort of the conversion part of this.
03:00So the Calculation will first evaluate this value. Give us the integer that we
03:04saw earlier and then we want to actually divide it, so we'll click the Dividing
03:10operator and it will divide by this value here. We see when we result this in a number,
03:16it gives us accurate number of years that have transpired. So we don't want to
03:19see the seconds. That could be a little depressing for somebody. But instead we'll see years.
03:23Now interestingly enough, if you just wanted to convert this into the number of
03:27minutes that have elapsed in their lifetime, you could just divide it by 60 or
03:32of course, hours divided by 60x60, days and so on and so on. So, you can back
03:38this one up. If you happen to not be using the formula for birthdays but want
03:42to determine years, maybe you just want to duration of days, that kind of thing.
03:46You can just back this formula back as far as you need to. So, what's nice is
03:49you can now hit Create and to really understand how a Calculation field works,
03:55let's drag this one as we see it now available on our Fields pane. We'll drag it
04:00on to our form and here we see it's automatically calculated the age based
04:05on the birthday of this individual and if we change that value, we see that
04:09it will dynamically update that.
04:11And as this person ages, as the calendar goes by, this date will dynamically
04:16update. This is a formula that you may want to add in your Address Book library
04:20or you could use different iterations of this with other types of libraries
04:24thus converting seconds into years or days or weeks. This could be a formula
04:28that you want to add to your own Address Book library to calculate ages or
04:31you can use bits and pieces of it to calculate other durations as well.
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Calculating duration
00:00Calculating durations might be useful for you inside of your own Bento application.
00:04For example, if we look inside the iCal Events we see that we have got Start
00:08Dates and End Dates for all these different events. It might be useful for us
00:12to see the amount of elapsed time between the start and end date. Especially
00:16since in this example we are creating properties and the events represent
00:20rentals. So it might be useful for us from a billing perspective or just an
00:24overall reporting standpoint for us to see exactly how many days a rental lasted.
00:28So what we would do is navigate over to the iCal Events library and create a
00:33New Field. In this case, we are going to choose Calculation and we'll name this one,
00:41Duration of Stay. So in this example, we are going to use the Start and
00:49End Date fields. So what we are going to do is take the one that would be the
00:54highest and one thing you should be aware of is that a date is stored inside of
00:58Bento as an integer, which is a total number of seconds.
01:01So if you want to find out duration, you are going to have to take the largest
01:04number and from that subtract the smaller number. So in this End Date would be
01:11the largest number. See I can either double-click on it or press the Insert
01:14button to get an into our Calculation workspace area and what I'm going to do
01:18is simply subtract from the End Date the Start Date value.
01:25So internally within Bento this is an integer of number of seconds minus
01:29another smaller integer number of seconds. And we can see we have different
01:34options on how to view the results. We can view it as Text, Number and here is
01:39the number of seconds that have transpired, Currency, but in this case,
01:43we are going to use Duration.
01:45So we have got a couple options with Duration. We can either use the
01:48abbreviated version or full names. So let's go with abbreviations for the
01:54second part of the example that we are going to do here. And if we hit Create
01:59we'll then see that the Duration of Stay field not only has been added to our
02:03Fields pane for iCal Events but it's also been added to the table because we
02:08are in Table View and we have just added a new field.
02:10So you will notice that in some of these events there is only one hour.
02:15If we do an Advanced Search for Calendar that is equal to Rentals, now we have
02:28isolated just the rentals themselves. So we see that we have got various
02:31different rentals with one week, another week, five days, four days that type of thing.
02:38An interesting thing that we can do now that we are calculating these on each
02:41one of the event records is to turn on our Summary row and we could create
02:48different types of summaries like the Sum, the total number of days that have
02:52transpired from all rentals, 7 weeks, 3 days, that type of thing. Or maybe
02:57the Average, which might be interesting to report back to some of the property owners,
03:01or you could choose different things like Minimum and Maximum if you
03:05would like as well.
03:06We can see that this could be a very useful piece of information either on our
03:09Table View or even in the Form View or inside related field lists.
03:13So calculating durations can be very helpful even in your Bento applications.
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Displaying summary information in the parent library
00:00Another trick worth knowing is that once you have created a link between two
00:03libraries by creating a related records list-- For example in this case, we have
00:08got a related records list from Properties, looking at all the related rentals.
00:13We can see these in our Overview form. Once you have one of these links
00:17together you can use these inside your calculations and it can give you some
00:20really interesting results.
00:22So for example, let's say we want to define a Calculation field inside
00:25Properties that gives us the total count of the number of rentals. We can do
00:30that by going into Insert > New Field, creating a Calculation, hitting
00:41Continue. In this case we'll call it Total Rentals. All you have to do is go
00:49down to anyone of the related record list. You see we have got contacts there.
00:53If we keep going all the way down to the bottom we'll see the Rentals.
00:56Now these are records that are coming from the iCal Events but we pick any one
01:01of them, just randomly let's pick one that we know will always have the value in it.
01:05How about Start Date? You will notice that instead of just adding Start Date,
01:09it added a couple of different values. It added Start Date, the name of
01:13the related record that it's from and then it also added an aggregate value.
01:17In this case, it added Count because this is a Date field inside of a Number field.
01:20So what it's going to do is automatically count the number of related records.
01:26So we see here either looking at this as Text or Number we still get the number 4.
01:30So what that means if we see OK here and drag this field somewhere on our
01:38layout. Let's say right there we see that this one has four related records.
01:44This one has three, this one has two, this one has zero and so on.
01:49We can modify this if we double-click on this inside of the Field pane. We see that
01:54it takes us right back to our Calculation field and we can experiment a little bit
01:58with what kind of other values we might get here.
02:00Sum is actually going to give us the same amount. Average we see won't work
02:06because the Start Date is not a numeric field. So you can double-click on a
02:10field in the Fields pane and get back to the Calculation workspace to
02:13experiment with some other options.
02:15Let's take a look at a new calculation now that will give us the length of an
02:20average stay. What we have inside of the iCal Events is a Duration of Stay
02:27field that's been created as a calculation but in Properties what we are going
02:32to reach down into the related rentals and tally up or do averages or maximums
02:38of the different stays.
02:39So let's a look at how that would work. We'll create a new record. We'll create
02:43a New Field. Choose Calculation and this one we'll call Average Stay.
02:53And remember this is a field that's been defined in the Properties library.
02:57So as a result when we look into all the available fields we see the related record lists there.
03:03And here we have the related record list at the very bottom and you will notice
03:07that we have a field that's called Duration of Stay. When we double-click on it
03:10or select Insert, we see that it gives us Duration of Stay, the name of the
03:14related record list, but also these aggregate options. So we can do Counts, which we have already done.
03:20But how about Average? Average in Text doesn't really give us values that we
03:25are looking for. In Numbers it gives us seconds, an integer that's stored
03:29inside of Bento for any kind of a value, any kind of dates. But what we'll do in
03:34this case is select Duration and what that does for us is turn seconds into,
03:38in this case, days, hours, minutes and seconds. And if there are weeks involved it
03:43will add that on to the front of it.
03:44But let's hit Create and take Average Stay and drag it below the Total Rentals.
03:55And now we can see as we navigate from one property to the next, we can see
04:01what the Average Stay for any property that's actually been rented. We can see
04:07what the actual stay is. So for 4 days and some change on this one. Six days on
04:11this one and six days on that one and so on.
04:14This can be pretty helpful when we are putting reporting together or if we just
04:17want to keep track of the rental activity in either one of these properties.
04:22You will notice that you can have the same information calculated inside of the
04:25iCal Events right here in the bottom in your Summary row.
04:29Now the one thing to note about that is that this is going to be based on
04:32whatever the found set is. So this value could consistently change but what's
04:35nice about to defining this inside Properties and using related values instead
04:40is that the found set that it's calculating is only the related records.
04:45The records in iCal Events that happened to be related to this particular property.
04:50So it works in the same manner but instead of working on a found set
04:53we have already created a found set by creating the related records list.
04:58Summarizing related records information inside of form can be useful to you in
05:01your Bento application. For example, you may want to do things like displaying
05:04CD duration, number of tracks, length of shortest track, if you have got some
05:08kind of a song library, and these are all things that you can do by creating
05:12calculation fields and placing them into the form that has the related record list defined.
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14. Importing and Exporting
Importing data to Bento
00:00One of the nice things about Bento databases is that you don't have to add every
00:04record that's inside your database yourself. You can import records in from
00:08other files that were created in other applications. This is a great way to add
00:12new data in batches instead of having to manually enter it all.
00:15So you'll first notice that under the File menu, there is an option for Import.
00:20And under Import, you see that you got two choices. We are going to concentrate
00:24on importing a file right now. If we open the Import file dialog window,
00:29you have three different options here. You can import certain file formats and you
00:33can choose a file that will act as the import source.
00:36Your import source is going to be the file that's most likely created in
00:39another application. It's going to contain the data that you want to import
00:43into Bento and it has to be one of the compatible formats. The compatible
00:47formats for import sources in Bento are Comma Separated files which you see
00:51here as a CSV or a Tab Delimited file. Also Numbers files. And a quick note
00:58here, Numbers '08 files are supported but if you want to import a Numbers '09
01:03version file, you will need to update your Bento application to version 2.0v4 or later.
01:10Also Excel documents can act as import sources and there are Excel documents
01:16that have an extension of .xls and there is also extension .xlsx, which are
01:21Excel '08 and later files. And those are supported formats for import source.
01:26So in this case, we are first going to choose CSV files, which is really a text
01:30format. And you will see that after you've chosen the file, you can choose a
01:34format, in this case, this file could be interpreted as either Comma separated
01:39or Tab separated. We are going to keep it at its default, Comma.
01:42Now this is an important part in step number 2. You are going to choose the
01:45target, so we have chosen the source or the file that we are going to import
01:49that has all the data we are trying to bring into Bento. But then we also have
01:52the target meaning where is all that data going to go inside of our database.
01:56Now in one of the first movies in this title, we covered creating a new library
02:01by importing information in which is a great way to get started in Bento.
02:05But in this case, what we are going to do is choose one of our existing libraries.
02:09So here we have Properties, where we have only got three records as you see in
02:13the background. And we want to bring in all the records from the source file
02:17into this library. Once we choose the target library, we then need to move on to step 3.
02:22In step 3, what we are doing is not only do we have pick which library these
02:26are going into but we have to take the individual columns in our source file
02:29and say what fields those will go into inside of our chosen target which is the Properties.
02:34So now what I'll do is go into the column on the far left for the record
02:38values, which represents the values that are inside the source file, and I'll
02:41choose which one of these values matches up, in this case, with the Street
02:45field inside the Property library.
02:48Now I'm going to do the same for City and we see we have a city there, and
02:53State, and Zip. And I'm kind of eyeballing these based on what logically looks
03:00like the right record value. But if I want to check to make sure I have lined
03:03them up properly, I can cycle through all of the different records in the
03:07source to make sure that the formats look okay.
03:12One interesting thing here is if there is a piece of data that's in this list
03:16from the source file that I don't already have a field for inside of my chosen
03:21library, then I can just hit the Add Field button here which will allow me to
03:25go create a field and then line that field up without having to close out of my
03:29Import dialog, which is a pretty handy feature inside of Bento.
03:33Now I'll hit the Import button. Then as you see, we have all these new records
03:39that are added inside of our Properties table. To do another example of this,
03:43we'll go back under the File menu, to Import, and select File. This time, I'm
03:50going to choose a Numbers file and again we should mention, this is a Numbers
03:54'09 file that's in your Exercise Files. But it's important to know that if you
03:58have not yet updated your Bento version to Version 2.0v4, you will not be able
04:03to import in an '09 file but instead only a Numbers '08 file.
04:09So again, we've chosen the Numbers file, and if there are multiple sheets or
04:15multiple tables we'll select them but in this case we just have one of each.
04:18And we'll also choose Properties, and you see now we have 13 records in the
04:22Properties table. And we are going to do the same exercise.
04:25Now you'll notice in this case, instead of having data show up in the record
04:29values, we instead have the column headers or the names of the fields.
04:34So here we'll just line up Address with Street, City with City, State with State, Zip
04:42with Zip. And then I can cycle through all the records and now see the data and
04:47make sure that looks like it lines up properly.
04:51So now we know it's okay to Import but now we see instead of having 13 records,
04:57we now have 37 records imported into our table. In this case, there were some
05:01empty records inside of our Numbers file, so we can easily just select those,
05:06hold down one record, go all the way down to the bottom and if we'd like we
05:12could then hit Delete Selected Records to clean everything up.
05:17So now we have got a total of 37 records. We have even cleaned up some of the
05:21records that we brought in. You can't always rely on the fact that the data
05:24that you are bringing in from other sources is going to be clean. So sometimes
05:27you have to do a little bit of scrubbing after it gets imported into your table.
05:30And now I have got one more example to show you of how we can bring record data
05:35into Bento. And if we look into another application that we have open, and
05:41we'll just pick the records, let's say from Broomfield, CO. And then go into
05:47Copy and now that we have those in our clipboard we can navigate back to Bento.
05:52And if I click into one of the new field areas and simply hit Paste, we see now
05:58that what I'm able to do is copy and paste information from another spreadsheet application.
06:03This is another way. We are not necessarily importing but we can paste
06:07information from either Excel or Numbers, which is a handy way to bring data
06:11inside of your Bento database. Although, we should note that we could have just
06:14imported Excel, the same way we did with the Numbers file, or even the CSV file.
06:19Instead we copied and pasted just a subset of data, not the entire file's
06:23worth of data from our Excel document.
06:25So this way we don't have to bring in all of the records. We can just choose
06:28ones that we want, copy them from the spreadsheet, and then paste them right
06:31into Table View inside of our libraries in Bento. This, by the way, is a
06:35feature that's available in Bento 2.
06:37So it's a good idea to get familiar with the different ways that you can bring
06:40data from other applications into your Bento database, so that you don't have
06:44to manually create all of the records that you are storing inside of Bento.
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Exporting data from Bento
00:00Bento makes it very easy to not only store your own data but also to share your
00:04information with anyone else that you would like to. There are a couple of
00:07supported formats and then you can save your data in one of those formats and
00:10then give your data to other people with other applications.
00:13First, what you need to know is you need to pick which data you're going to be
00:17exporting, so it's important for you to choose the library that contains the
00:21data that you want to export first. So, in this case, we'll choose Properties
00:26and we'll go under File, to Export. You'll see here the compatible file
00:31formats. The first one you see is Numbers, this could be Numbers '08 or Numbers
00:35'09, and then also you could save it as an Excel file. But it's important to
00:40note that it's going to save it as an .xlsx, which would require Excel 2008 or later to open.
00:47So if you are sharing this with a user that does not have Excel 2008, you could
00:52then just save it as a Text file. And Text files can be imported into tons of
00:56different applications, so this is usually a pretty safe option. And if you
00:59choose a Text file, you have to determine whether or not it's going to be
01:02Comma, Semicolon or Tab separated information.
01:05So just check with the recipient, the person whom you want to share this data
01:08with and see what their preferred format might be.
01:11Now regardless of which format you choose, you notice that you've got two
01:14selections. First, I can either import in all of the records. So in this case
01:20inside of the Properties table, you see I have got 43 total records. Or I can
01:24choose Only current records.
01:26Now what that means is that if I done a search using the Search field or
01:29Advanced Find, and created a file set or a smaller group of records. Let's say
01:35I do a search for just everyone in Boulder then I have 4 different records,
01:40then I would choose only Current and then it would export only the four records
01:43that are in my file set. Otherwise, whether I have a file set on screen or not,
01:47I can choose, All records and it will just take all 43 records inside the chosen library.
01:53Same is true for the fields that you are going to be exporting, you see that
01:56I'm in Table View and I have 1, 2, 3, 4, 5 different columns or 5 different
02:00fields visible inside Table View. I can choose to only export those that are
02:05displayed in this table view. Or the other option is to choose all table view fields.
02:10And now what this means is that there are some fields that are not compatible
02:13inside Table View like list fields, related list fields and that type of thing,
02:18media fields. So in that case, it would take all of the fields that are defined
02:22inside of this library and export only those that are compatible in Table View.
02:26The reason for that is because in two of these cases, you are creating
02:29spreadsheets and list fields and media fields and that type of thing, are not
02:33things that you can store inside of spreadsheets.
02:36So in this case, we pick the different options that we would like. We hit Next
02:39and we are going to choose a location to save this information and a name.
02:43And we'll go ahead and hit OK. We have successfully created an export of our data
02:51that we can now give to other users or just archive or import it into another application.
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Importing and exporting templates
00:00One of the new features in Bento 2 is the ability for you to exchange templates
00:05with other Bento users. The flip side of that means that if another Bento user
00:09gives you one of their templates you can then import that into your copy of Bento.
00:13What are some examples of when this might be useful?
00:16Well, if you've taken the time to create forms and define the fields inside of
00:21a library, and you want some other user to then take over the responsibility of
00:25managing that data, you can just possibly create a backup which we'll cover in
00:29the next chapter. And then give that to that user. The problem is if they
00:32restore a backup, they are going to lose all the data and all the libraries
00:35that they have created.
00:36So if they happen to be an active Bento user, all you really want to transfer
00:40to them may just be some of your data. In that case, you could do an export of
00:45just data. But that will not contain a form that you've created and the layouts
00:49and the fields and such.
00:51So the answer to the third option there is if you want to export out both data
00:56and the look and feel that you have created inside of a form, it's a twofold
01:00approach. One of it involves exporting the data, which we talked about in the
01:04previous movies. But the second stage of that is going to be exporting out
01:08something that's called a Template. And in Bento 2, you now have the ability to export a template.
01:13So the first thing that you are going to want to do is navigate to the library,
01:17and it's most likely going to be the library that maybe you have created on
01:20your own or you can choose one of your linked libraries and just pick one of
01:24the forms in one of the upcoming steps here. We'll choose Properties, and we'll
01:28go under the File menu, to Export. And you'll see that we have four Export
01:33options. These are formats for exporting data. Whatever, we are going to choose
01:38the last one, which is Create a Bento Template.
01:41And now what you'll notice here is that although we are exporting the
01:44Properties library, we see that we have a message that says Create a Library
01:48Template file that you or other Bento users can import to create another
01:53library just like it. So really what we are doing here is we're exporting out a
01:57library. But Bento has identified that in my case, I have created relationships
02:03or links between the Properties library and the iCal Events and iCal Tasks.
02:08So if I have some fields on screen that contain related events and related
02:13tasks, and I want to import those over with the saved Template, I would want to
02:17check these. So I'll just go ahead and check those anyway but that's up to you
02:21whether or not you want that related information to be transferred over as well.
02:26We hit Next. We now see that we are going to choose a location for exporting
02:32the Template. And what's happened is Bento has now exported out a Template
02:37based on the library that we have chosen.
02:38So now let's say we are another Bento user or let's say you are the Bento user
02:42that has received the Template from another co-worker or someone else who uses Bento.
02:46What you can do then is go under the File menu, but this time choose
02:51Import. And you'll see in Bento 2, you have the option for Template.
02:55We'll choose Template. If you navigate to wherever you just previously saved the
02:59Template for this exercise and select it, and hit Open. You'll see that a new
03:04library has been imported in to your database.
03:08So now you see what you have done is basically imported in a library, or in
03:12Bento language we have imported in a Template. So what does that mean? Well, it
03:15means that we've been able to import in the Table View, Property Details,
03:19Overview, and Rental Activity, which are all forms that were created by this
03:22other user. Those are all saved.
03:25All the fields that have been defined including default fields or any fields
03:28that were created from scratch. All that information is defined, but what's
03:32missing here? What's missing is any data, so even though we've been able to
03:36import in their library, we would now have to go under File > Import, and we
03:43could then choose one of the data sources and import this information into Bento.
03:54We covered this in the previous movie, but it's important that you know that
03:58you will have to not only bring in data, if you are sharing Templates but also
04:02the Template. So in a twofold approach, bring in the candy bar and the wrapper.
04:07You will end up being able to import in a full library without changing any of
04:12the settings or any of the libraries that you have already created in your own Bento database.
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Using the Bento Template Exchange
00:00In Bento 2, you now have the ability to export out a Bento Template.
00:04And now since you can create those Bento Templates, if you are looking to share your
00:08Bento Template with the rest of the world, or even if you are looking for
00:11inspiration while designing your own Bento database, you can check out the
00:15Bento Template Exchange.
00:17This is a site that showcases real world examples of Bento Templates that are
00:20created by various Bento 2 users. All available to download for free.
00:25You can find the Bento Template Exchange by going to the filemaker.com website,
00:30choosing Products, and then Bento. And then you'll choose the link for
00:36Templates in the upper right- hand corner of your screen.
00:39Once you arrive at the Bento Template Exchange home page, you'll notice that
00:43there is a featured Bento Template in the center of the screen. And on the
00:47right-hand side of the screen, you'll notice that you can search for Templates
00:50using different keywords. And you'll also notice that there are the Top
00:54Downloaded Bento Templates, followed by 15 categories that you can browse
00:58through to find uploaded Bento Templates.
01:01And in the center of this screen, you'll see all of the most recently uploaded
01:04Bento Templates under the What's New section. And at any time you can click on
01:09the link for the name of the Template, or of course you could browse to a
01:12Category and then choose the link. You'll be taken to a more detailed
01:16description of the uploaded Template. In this case you see we've chosen the
01:20Wine Cellar, and it gives us a description of the different things that are
01:23stored inside of this Template, and also information on the author.
01:26Then if we'd like, we can View a Larger Screenshot to get a better idea of how the Template looks.
01:31If you find something that you like, you simply hit the Download now button.
01:38And when your Template is done downloading, you'll find it in your default
01:41Download location, and you can now import this Template into Bento.
01:47In your Bento database, if you go under the File menu, to Import, you'll simply
01:52choose the option for Template. And then locate the Template you just
01:56downloaded, and choose Open. You'll now see the new Template appear inside of
02:01your Source List. Keep in mind that importing in a Template will bring in all
02:05of the fields and the layout of the form, but not any of the data. This gives
02:10you the ability to add your own data to your imported Template.
02:13Now if you have a Template that you would like to share with the Bento
02:16community, you can also go to the Submit Template link that you'll find in the
02:20upper right-hand corner of any of the pages on the Bento Template Exchange.
02:24And by selecting this link, you'll see a Bento Template Submission page pop-up on
02:28screen. This is where you'll be asked to enter in the title of your template,
02:32and a brief description. Then you'll be asked to choose a Category, and a
02:56Language, and then you'll be asked to enter in your own Email.
03:03Finally, you'll accept the Legal Terms and Continue on to the upload page.
03:07You will notice in the File Upload page, you are given some instructions on how you
03:14can Export out your own Bento Template, and you'll also see that in step number
03:182, they require you to Compress your Bento Template before uploading.
03:21So you'll notice inside of your Exercise Files, in the section on importing and
03:27exporting, you'll see that we've got a Template that's called
03:31Properties.bentoTemplate. In order to compress this, if you select it, either
03:37right-clicking on it, or doing a Ctrl-click, you'll see there is an option for Compress.
03:42Selecting this option will immediately create a zipped version of your Bento
03:46Template in the same location as the original. After you've compressed your
03:50Bento Template, you will go back to the File Upload page in the Bento Template
03:54Exchange site, and select the Choose File option next to number 3, navigate to
04:00the location where you have created that zip, and hit Choose.
04:07Next, you are required to take a screenshot of your Bento Template. So back in
04:12your Bento database, if you select a form that's based on the Template that
04:16you've exported. In order to create a screenshot, hit the Shift+Command+4 keys
04:22on your keyboard, and then hit your Spacebar, this will create a screenshot
04:26that you can use for you Bento Template Upload.
04:30And now your screenshot has been saved to your Desktop. Back in the Bento
04:34Template Exchange File Upload page, you'll notice that next to number 5, you
04:38can choose to browse for your screenshot. Here you'll select the button for
04:42Choose File and navigate to your Desktop where you'll see the screenshot that
04:47you've created listed, then hit Choose. And now you'll hit the Upload now
04:53button on the bottom of the page.
04:56Now your Template has been uploaded to the Template Exchange and after it's
04:59reviewed by the Bento team, you can check back to the Bento Template Exchange site
05:03to see your own Template listed.
05:06The Bento Template Exchange is a great place to look for Templates that were
05:10created by other Bento 2 users, or you can use the defined creative ideas, when
05:14you are creating your own Bento database. And it's even an exchange for you to
05:17share your own Bento Template design with the Bento community throughout the world.
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15. Printing Information
Printing from libraries and collections
00:00If you're storing all of your information inside of Bento, at some point you
00:03may want to share this in form of a hard copy or even let's say a PDF.
00:07So what you want to become familiar with is some of the printing options that you have inside of Bento.
00:11There is a series of decisions you have to make when you are creating a
00:14printout, again whether it's a hard copy or an electronic version. The first is
00:18what data do you want to print. And that will start with choosing which library
00:23within your Bento application you are going to choose. In this case let's pick
00:27Homes, because let's say someone has contacted us, and they are interested in
00:31getting a printout of some of the homes that we have in our Bento database.
00:35And then the second option that you have to choose from is whether or not you
00:38want to print one record on a page at a time, or if you want to have multiple
00:46records on a page at a time. And that decision boils down to whether or not you
00:49are going to print a form, which is one record per page. Or a table, which is
00:54multiple records per page. So let's say in this case, we have multiple records per page.
00:59The next decision then is going to be whether or not you want to printout a
01:03subset of records inside of your library as shown in Table View. And we have an
01:08example of that, here you see that we've gone into the Search field and entered
01:11in the search criteria, boulder. And I see that gives me 7 records. But if I
01:16didn't have that search criteria I would have 77 records to choose from.
01:20So let's say in this case, the person who is requesting this printout has
01:24requested just the 7 Boulder records that we have in our database. So now that
01:29we've determined where the data is coming from, how many records on a page that
01:32we want to see at a time, and exactly what the subset of records will be.
01:36We can go under the File menu and choose the Print option. You see there is also a
01:41corresponding quick key for it, Command+P for print.
01:46Now once we get to this screen, there are a couple of things that you might see
01:49that are a little different. The printers that you have available to you will
01:52be based on what drivers you have installed. And if you happen to have an Adobe
01:55PDF driver, then you can choose to save something as a PDF. Of course you can
01:59always go down to the bottom left hand corner to your PDF button that's part of
02:03your MAC OS X printing and choose to print a PDF there as well. Or just choose
02:08the printer that you want to use to print your hard copy, and then you can
02:11choose how many Copies, and how many Pages and such.
02:15But what you might want to do if you are printing Table View is experiment with
02:19Landscape versus Portrait, because you see that you can get more columns on a page at a time.
02:25The other option that you might want to look into, as you'll see here, print
02:29the Selected records only. And if you look in our preview, we only have one row
02:32showing. And that's because that at any given when you are in a Table View by
02:36default, one of your records will be active unless you choose multiple records.
02:40So all it's showing at this point is just the selected records. What we want to
02:44do is choose this other option, which is called All displayed records.
02:48And you see that we get all 7 records on one page.
02:51Now the problem is we still have 2 pages that we are printing. This is a pretty
02:54common problem when printing any spreadsheet. So in Bento 2, you will notice
02:58that there is a new feature that's available to you which is called Fit to Width.
03:01And what that does is it will make this print only one page wide, and
03:07fit all of your columns.
03:08Now keep in mind if you have 30 or 40 columns wide, it's still going to Fit to
03:12Width, but it's going to print it down in microscopic font sizes that might
03:16make it difficult for you to read. So this is not necessarily a default option
03:20but something that you would choose on a case-by-case basis.
03:23The other thing that might be helpful more so if you are printing forms is
03:26whether or not you want to print the background. But in this case, it gives us
03:29color dividers for the different rows that we are printing, so that can be helpful.
03:32So now we can go ahead and print this hard copy, but what I'll do is I'll open
03:36this up in preview, and we'll see what this looks like on screen. So you see
03:44that we've been able to fit it to the width of our Table View, and what's nice
03:49is that it gave us alternating colors for the different rows, and we can then
03:52send this PDF off or if we generate a hard copy, share this hard copy with another user.
03:57Another thing we can do is print one record per page, which in that case we
04:01would choose any one of the forms that we've created for our library.
04:05Same thing. Go under File, to Print, or choose Command+P. And you'll notice we have
04:10a couple of options that are available to us in this view that weren't in the other.
04:13Same ones up here. In this case you can experiment with Landscape versus
04:16Portrait. It probably won't make too much of a difference with your forms.
04:19And you choose Selected records versus All displayed records, and notice that it
04:23will take on the print settings from the last time that you have printed something.
04:26But now notice that you've got this new button, which is new in Bento 2, which
04:30is called Print one record per page. And this can make a difference only if
04:35you've got a form that is a half a page or less, because what this is doing now
04:40is it's fitting as many forms on one page as it can. And regardless, of whether
04:44or not we have one record per page, in this case, we see that it won't make any
04:47difference for the total number of pages.
04:50We can also choose to not print the background which is a good idea if you have
04:54a form with a theme assigned, it can save you with some toner and maybe just
04:58make it easier to read, and it gives you like a print ready version of this,
05:01kind of like on the web. And you'll see we have 7 pages, and that's because we
05:05have 7 records. So instead of doing, Selected records which would only give us
05:091, we are doing, All displayed records.
05:12So here I'm going to generate a PDF and send this to preview, and you see here
05:17is record 1, 2, 3, 4, 5, and so on. So the choices that you have when printing
05:22inside of Bento are what data it is that you want to print, whether or not you
05:26want to have multiple records on one page at a time, and whether or not you
05:30want to print active records, or all of the records in your file set.
05:33So take all of these decisions into account, when you decide to either create
05:36hard copies or PDFs to share with others.
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Printing mailing labels
00:00Here is a tip for printing mailing labels using data that's stored inside of
00:03your Bento application. There is actually two ways that you can do this.
00:07One of them is a feature that's available in Bento 2. If you navigate over to one of
00:11your libraries and then to a form that has an Address List field in it,
00:15you'll notice that there is a new drop down menu and we have explored this already as
00:20far as linking to Google Maps inside of Safari.
00:24But you'll notice that there is an option on the bottom called Copy mailing label.
00:27What that does is instead of having you copy each one of these lines at
00:32a time, and pasting into some other application or document to print mailing
00:36labels, it copies all of them together with all your return characters in place.
00:42As you'll see if we navigate over to Microsoft Word in the labels4 Template
00:47that is inside your Exercise Files, I can simply do a paste. And you will see
00:53that it's pasted all four of those fields with all the return characters in
00:58place to save you a lot of copying and pasting.
01:00So now you can go through each of your desired records, navigate back over to
01:07your Template, and paste. And then use this to create mailing labels.
01:11Another tip is that if you are using Bento and you've linked to your Address Book that
01:16means that all of the records that are inside of Bento in your Address Book
01:20library are also found inside of Address Book.
01:23An Address Book allows you to print mailing labels, so you can choose a Style
01:27for mailing labels, and this way you don't have to do a lot of copying and
01:30pasting, you can just generate this form by simply hitting Print. And it will
01:36create hard copies or PDFs or whatever you would like to do. So that you can
01:39generate mailing labels outside of your Bento database.
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16. Backing Up, Restoring, and Syncing
Creating Bento backup files
00:00In this title we have been talking about a database, a Bento database, and one
00:04of the most important things about creating a database is backing up a
00:08database. Because you put all this effort into creating places to store data,
00:12and then you rely on this as your one source of that data. If you lose it, or
00:17if it becomes damaged, or lost or something like that, then you are out all
00:20that data. So you should always make a habit of backing up. So we are going to
00:23talk about in this chapter are some built in mechanisms and a couple of
00:26things that you can do to make sure that you never lose your Bento data.
00:31The first is the mechanism involved with creating a backup, if you watch the
00:36using exercise files for this title, you got a little bit of exposure to how
00:40the backup process works, but in general it's very easy to use. So you should
00:44know when you create your Bento file that under the File menu, you will notice
00:49that you have an option that's called Backup Bento Data. Pretty simple. You can
00:55choose this option and you'll first see a warning that comes up on screen, and
00:59this is an important part to discuss.
01:00What it's telling you is it's going to create a backup of your entire Bento
01:03database, so that you can restore this on another machine, or if you happen to
01:06lose it, you want to pull up an old backup, but what it's not going to do is
01:10backup the data that's found inside your linked libraries. So for example,
01:14Address Book, iCal Events, and iCal Tasks are all data that are actually stored
01:20inside other applications. Those applications are the Address application, and
01:24then of course iCal.
01:25What this is telling you is that Bento only backs up data stored in the Bento
01:29database. So you should be aware that even though it seems like these link
01:32libraries contain the data in this database, they are actually just linking to them.
01:35But the good news is things like the properties library and the home
01:39library that you have in this file will be backed up. The other part of the
01:42good news is that even though the data and Address Book, iCal and iCal Task,
01:46and all the associated forms that you have created will not be backed up.
01:51All the forms and extra fields that you've defined and other parts of the schema of the database will.
01:56And if you are interested in backing up that data, you can look at some of the
01:59other movies in this chapter involving the Time Machine and the MobileMe
02:03options. And you can also choose Do not show this again, but it's a good
02:06reminder when you need it. You hit OK, and then up pops your finder, and you
02:11can just choose the location of your backup, and then you'll notice that Bento
02:14gives you a name, you can create whatever name you like, but by default it
02:19calls itself a Bento Backup, and then gives the current date. Then all you have
02:23to do is hit Save. Now your Bento database has been backed up. There are a few
02:29different types of fields that you may have created in your Bento database, and
02:31you should be aware of how they are backed up or not backed up for that matter.
02:34First off all there's File list fields, and these are actually fields where you
02:39are not storing a file, but instead a location to the file. So keep in mind
02:42that those files that you are referencing are not been backed up in a Bento
02:45backup, but just the location of those files. So if you actually want to back
02:49up like let say PDFs or Word Documents that you have stored references for,
02:53then you'll need to do that separately as part of your operating system level backups.
02:57Also the Media fields, contents of the media field. Images movie or sound will
03:02be backed up, unless of course you have stored them as a reference. So you do
03:06have the option of dragging media into a media field and holding down the
03:10option key to store as reference. If you do that only the reference will be
03:13saved in your backup and in related records. All the data shown in the related
03:18records list will be backed up as one you have created links to other libraries
03:23that are not linked libraries.
03:24So if you have Related record lists to Address Book, iCal or iCal Task, those
03:30records that you are related to will not be backed up, but references to them will.
03:33Again, that's because that data lives inside the Address Book in iCal
03:38applications. So these are some things that you should be prepared for whenever
03:42you are restoring a backup. But regardless creating a backup is an important
03:46discipline that you should work into your routine, especially if you are
03:49constantly adding and updating data inside of your Bento database.
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Restoring data
00:00If something's happens to your Bento files, or if you happen to make a major
00:03mistake when using Bento, for example, like deleting the wrong library or
00:07something like that, then you still have the ability to restore a past backup
00:11using the Revert to Bento Backup item in the File menu. We'll talk about that
00:15in just a second. I'll show you how that works.
00:17Now a couple of things to keep in mind. First this process will overwrite all
00:20of your existing Bento information with the information from your last backup,
00:24and it is not library specific. However, if you do not want to make backups of
00:28your libraries, keep in mind you can always select a library and export them to
00:31a CSV file. But let's assume that you have been making regular backups, which
00:35is a very important discipline when you are working with databases, and let's
00:38say you have created a backup and put that backup on your desktop.
00:41One of the things that is sort of a gotcha about this is that you may see a
00:44file, and like any other file, may want to double click on it, and it will then
00:49launch Bento, and open up, where it could potentially be a backup for you.
00:53But what has actually just happened is that because it was a Bento Backup file,
00:58it triggers Bento to open, and when Bento opens, it just opens up whatever that
01:02last version of the database was that you had opened when you closed it.
01:07It does not open up a backup through double click. So instead what you would do is
01:11go under the File menu to Revert to a Bento Backup. When you choose this item,
01:19you will select the backup that you wanted to restore, and hit open, and in
01:25here is the reminder. That if you continue all the current data and tables and
01:29structure will be replaced by the backup that you have created.
01:35See a brief message, an animation on screen, and now what you are looking at is
01:39actually the backed up database. So a couple of notes, it's a very good idea to
01:44constantly be backing up your Bento database, and Bento provides an optional
01:48reminder to periodically backup your data, and a facility to create backups and
01:52also restore those backups. So getting into a routine of backing up is always a
01:56good idea, because you never really know when you are going to restore that information.
02:00So get yourself into a backup schedule, and then restore those whenever you need them.
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Using the Backup Reminder
00:00On occasion when you open up your Bento application, you may see this message
00:08asking you if you would like to backup your data. This is a good idea to create
00:12a backup, and if you're not already in some type of routine, then go ahead and
00:16hit Backup. In this case it will ask you where you would like to make a backup,
00:23and what the name of that file would be, and you can go ahead and hit Save.
00:29But if you want to turn that off for some reason, if you go under the Bento menu,
00:33to Preferences, you'll see that you have the ability to either turn on or
00:38off the display a reminder to backup. If you are in a discipline where you backup
00:42every day, then maybe you don't need the reminder. But if you would like to
00:44change it from every day to every month just because your data doesn't change
00:47that much, then you can toggle one of those options here. But it is a very good
00:52idea to let your machine remind you to do backups, because you can never have
00:56too many backups or do those too often.
00:59So in this case my suggestion would be, use the backup's reminder that comes
01:03with your Bento application.
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Using Time Machine with Bento
00:00If you are using Time Machine to backup your Bento data, when you restore
00:03the data from a Time Machine backup, you're going to replace all of the data
00:06that's in Bento with the contents of a backup file. But because Bento is
00:10unique in that it actually has shared libraries in the form of Address Book
00:14and iCal, you are going to have to restore some directories that may not be as
00:17obvious when you're trying to restore your Bento database.
00:20So for example, to restore Bento completely from Time Machine, you'll go to
00:26your User directory and choose the library. This is your user library, not your
00:31root library. Inside the Application Support directory you'll see that there is
00:36a folder called Bento. This is an area where you can store your backups, but
00:39also Bento makes its own backup, so it knows what to load each time that you
00:43open the application. And this is where those files are located. So make sure you
00:47pick this entire folder.
00:49The other item also located in your Users in the Library directory is that
00:54Calendars folder. Pick this entire folder, found again inside your Users
00:58library, not your root library, choose calendars, and all of its contents, and
01:02restore that from Time Machine as well. This is where the iCal data is stored,
01:06and if you have created links from Bento to iCal or iCal Tasks libraries,
01:11this is going to be required for you to be able to fully restore your Bento database
01:15experience, if in fact that you have linked to those other directories.
01:19Finally, the same is true for Address Book. If you go into your User/Library
01:26folder and select Application Support, you'll see that there is a folder in
01:29here for Address Book. Restore the entire folder, because that's going to
01:33contain all your contact data, not only from Address Book, but if you've
01:36linked from Bento to Address Book, that's where your data is going to be saved.
01:39So make sure that you're restoring all these directories and then when you
01:42open up Bento, the restored Bento.bentodb file is copied into the same
01:48location, thus restoring the exact user experience that you had before you had
01:52to resort to your backup.
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Syncing with MobileMe and Entourage
00:00Since it's very important to backup your Bento data, there's a couple of
00:03different ways that you can approach the backup process. One of them is more of
00:08a syncing process, but you can also use this as a backup as well. But if you
00:12have a MobileMe subscription, there's a couple of considerations regarding
00:15Bento that you may be interested in.
00:17First of all, if you are not familiar with MobileMe, if you open up you System
00:20Preferences, you'll see that you have a MobileMe option. You can get an account
00:24or even a trial. The thing that's important here is that MobileMe allows you to
00:29sync multiple computers or your iPhone. So if you have multiple computers that
00:34you all want to have up to date, or even a phone and one computer, what you want
00:38to do is setup your MobileMe account. You can see MobileMe or the website for
00:43more details on that.
00:44But if you already have this setup, a couple of things you should know.
00:48Since your Bento database could potentially be relying heavily on linked libraries to
00:52iCal and contacts, you should be aware that if you setup your syncing to
00:57include Calendars and Contacts, and if you have an iPhone that's also have
01:02hooked up to MobileMe and your computer, keep in your mind that what this means is
01:06that if you make a change on your iPhone, it will automatically show up in
01:09your Bento database. Any change that happens inside of iCal or Address Book,
01:13will automatically be seen in Bento. So really what you are doing here is
01:17including Bento into your MobileMe syncing strategy.
01:21Another thing to consider as part of your MobileMe account is that you get
01:24something that's called an iDisk. iDisk is a remote server where you can backup
01:29any data from your computer. When you are creating backups of a database,
01:32it's not only a good idea to back them up locally or even on a local hard drive, but
01:37you might want to back them up somewhere else remote, so that in case of losing
01:41your computer or some type of catastrophic disaster, you can still recover
01:44your data from this remote location. So MobileMe allows you to sync up your
01:49Address Book and your iCal libraries, and also gives you an option for a remote backup.
01:53Now you may be thinking to yourself, this all sounds great, I'm a Mac user, but
01:57I don't use Mail and I don't use iCal. Instead, you use Entourage. Now here's
02:02a little trip for you. If you open up Entourage and go under Entourage to
02:07Preferences, you'll see an option here for Sync Services. But you may not know
02:11is that if you check these options, Synchronize contacts with Address Book and .Mac,
02:16and Synchronize events with tasks in iCal and .Mac, that means that when
02:20your MobileMe is syncing your Address Book and iCal applications, what it's
02:25actually doing is syncing up the data that you have inside of your contacts and
02:30your calendar in Entourage.
02:32So if you don't use Address Book at all on your computer and you don't use
02:35iCal at all, use it as a conduit for MobileMe syncing by just simply turning
02:39on these preferences. The interesting thing there is that if you use Entourage
02:43for your calendar and you have an iPhone, you update something on the
02:47calendar, it will not only update your Entourage on however many machines you
02:50have on MobileMe, it will also update the data that's stored inside Bento.
02:54So it's good to have a discipline for backing up your Bento information, but at
02:57the same time you might want to make sure that you are doing it remotely or
03:01that you have got a syncing schedule in place as well, so that if you are
03:04updating information on one device, that it automatically gets updated on the other.
Collapse this transcript
17. Bento Application for iPhone and iPod Touch
Creating a library in the Bento app
00:00FileMaker offers a version of Bento for iPhone and iPod Touch, as an app
00:05available on the iTunes app store. Bento is designed to help you manage all
00:09your important data, and now also while you are on the go. To begin using Bento
00:14for iPhone and iPod Touch, first either download the app on the iTune's app
00:19store on your computer or directly from the app store on your iPhone and iPod Touch.
00:24When you first open the app, you'll be prompted to create a new library.
00:29The app ships with 25 built-in templates, but if you would like to create your own library,
00:34you'll select the Blank template and then the Create Library button.
00:38We'll start by adding all of your fields. You'll notice here that you first
00:42need to choose the type of the field, and then enter a name. Once you've entered
00:47the name, you can simply hit Create and Create again. Now you have just saved
00:52a field inside of your new library. You'll see here it's listed as a record.
00:58Now you can add data to the record and hit Save. Now you've just successfully
01:05created your own library with its own field and created data inside its first record.
01:10However, if you choose to create a library using one of the templates, select
01:14the New Library button on the bottom of the screen. And then you can choose
01:17from one of the 25 templates already set for you in the cover flow interface.
01:22You see here there's templates for Classes, Digital Media, Membership lists,
01:29Event Planning, and more. First, you'll select the template you would like to use
01:34and then hit the Create Library button. You will see that each template
01:39has one sample record already installed. Selecting that sample record will show
01:45all of the fields populated using iPhone specific interface options. This will
01:51give you an idea of the type of information you can store inside these records.
01:55Once inside the library, you can hit the Fields button, which will allow you to
01:59review or edit any of the existing fields, or clicking the button in the upper
02:04left had corner will allow you to add your own. Then hitting Create will add
02:15that to your fields lists. You should be aware that although you can create
02:19over 50 different field types, some fields are not available on your iPhone
02:23and only on your Mac. For example, media files that are larger than 10MB in size,
02:28File List fields, automatic Counter fields, Message List fields and Smart Collections.
02:35However, the following are synchronized to your mobile device from Bento 2 for Mac,
02:39but it can only be viewed not created or edited in the Bento for iPhone.
02:44That would include calculation fields, media fields with less than 10MB in size,
02:48or related record list fields, except the ones that are linked to iCal events and tasks.
02:55Back inside your library, you can see all of the different records listed and
02:58you can manage your records by either modifying them by simply clicking on it,
03:04or creating a new record by hitting the plus sign on the upper right hand
03:07corner. This will present all the fields on screen and allow you to enter in
03:12your own information. Then you can hit Save to now save that to your Bento app
03:18database. So without even needing to use Bento on your Mac, you can use this
03:23app to create your own libraries on the go.
Collapse this transcript
Using the linked Address Book library in the Bento app
00:00Just like Bento on your Mac, the Bento app gives you the ability to work
00:04directly with your Address Book as an existing library. When you open up the
00:08Bento app, select the Home button to be taken to the Home screen. And if you've
00:13not yet added libraries or synced with your Mac, you will see the Address Book
00:17library as the default.
00:19Selecting the GO button will take you to the Address Book List view with
00:24contacts' first and last name showing. Selecting a record will allow you to
00:29view all the different fields available to you in your Address Book as well as
00:33the data that currently exists in those fields.
00:36Clicking on a field name will allow you to modify that data.
00:43If you click back to the Address Book, you'll be taken to the Address List view.
00:48You can change the way the records are sorted in the List view by choosing the Sort
00:52icon in the upper right-hand corner. This will allow you to choose different
00:56ways to view the field, sorting either by First Name or Last Name, or any of
01:02the other fields that you have inside of your Address Book library.
01:07You can also add a new record by pressing the plus sign in the upper right-hand corner
01:11and then clicking into the fields and adding data. Once you've added
01:22data to all the fields, you can then hit Save and see the new record added to
01:26your list. You'll notice that when you click on a record, you'll see the 30
01:30default Address Book fields all with iPhone Data Entry options.
01:35However, if you've already synced with your Mac, you will see any new fields
01:37that you created in your linked Address Book library in Bento. Although you can
01:42see your Address Book contacts on the iPhone or iPod Touch already,
01:46having Bento on your phone with a linked Address Book library allows you to add even
01:51more fields to each contact record.
01:53So for example, let's say you'd like to add a field to your Address Book.
01:57First you'd go into the Bento app, select Home, choose the Address Book library
02:02and select GO. You'll then see the list of all your existing records. However,
02:07if you select one of them, you'll notice that on the upper right-hand corner is the Fields button.
02:13Selecting the Fields button will take you to the Modify Fields screen.
02:17You can hit the button in the upper left- hand corner for the plus sign, choose the
02:21field type, name the field, and hit Create. You'll see your new field available
02:36to you in the list of fields.
02:38Now when you hit Done, you'll notice when you go back to the Address Book main
02:43screen, along the top of the screen is a built-in Search field. This will allow
02:48you to search both Address Book columns that are visible on the List view.
02:52And if you choose the Search option on the bottom of your screen, this will present
02:57a Search field that will allow you to search all of the libraries at once.
03:01In both cases, you can see the results as you type.
03:07When you're back on the Home screen, you can select the icon in the upper left
03:12corner to take you to a list of all libraries. Here you can see all your
03:16libraries and even your collections, which also show up as groups in your
03:19Address Book, or even Edit to remove any existing collections or libraries.
03:24You'll notice however that you cannot remove the Address Book library.
03:27So if you ever find yourself wanting to manage in phone your address book that
03:31doesn't fit into the standard default fields, you can do that easily with Bento for iPhone or iPod Touch.
Collapse this transcript
Syncing the Bento app with Bento on the Mac
00:00In order to use the Bento app you do not need Bento on your Mac. You can use it
00:04by itself on your iPhone or iPod Touch with all of its functionality.
00:09This allows you to also sync Bento with your Outlook addresses and Calendar on
00:13Windows. However if you do have Bento on your Mac you can easily sync your Mac
00:18to your Bento app via Wi-Fi network connection.
00:21First on your iPhone or iPod touch make sure that you are connected to a Wi-Fi
00:26network. Then on your Mac log into the same Wi-Fi network and open Bento.
00:32First make sure that you have the latest version of Bento or at least version 2.0v4
00:38or later. Then go under the File menu and choose the Setup Sync with Device
00:44option. Then back on your iPhone or iPod touch, launch the Bento app, and in
00:51the bottom right-hand corner choose the icon to Sync. Then on the Sync screen
00:57you will see an option for Help with Syncing in case you have any trouble or
01:01Set up sync with computer.
01:03If you have already synced before you will see all the paired computers listed
01:07here as well. But in this case we haven't yet synced, so we'll select Setup
01:11with synced computer. The very first thing you see on screen is going to be a
01:16four-digit passcode. Now go to your Mac and you should see a screen that says
01:21Choose your iPhone or iPod touch. From the list on screen you want to select
01:25your device name and hit Continue. Now, you will see a screen that's called
01:30Connect to Bento where you will be prompted to enter in the four-digit passcode from your device.
01:36After entering in that passcode on both your device and on your Mac, you will
01:40see that it indicates that it's syncing with Bento. At this point you don't
01:43want to turn off either your Mac or the device. Once the pairing has been completed,
01:48you will see a message on your Mac that says Success!
01:51Once you hit the Done button, you will be returned back to Bento, but now
01:55you'll see a device in your Source List. Selecting the device from your Source List
01:59will allow you to choose which items you want to sync each time a sync
02:03occurs. The default is All libraries or you can just select specific libraries
02:08to sync with your device.
02:09Back on your device, if you select the Home button, you will now see not only
02:13your Address Book library listed but all of the libraries that you just synced.
02:18Selecting one of those libraries will then show you a list of all the records
02:23inside that library. You can then select one of those records and feel free to
02:28modify any of the fields.
02:30Here we'll select one of the property names and make a modification to the name
02:35and then we'll go back to the record and we see that name changed.
02:42Now if we hit the Sync button on our device, it will allow us to hit the Sync
02:47Now button. Once the syncing has completed you will be able to go into your Mac,
02:53choose the library that you modified, navigate to the record and now see
02:58the change that you made under your device reflected on your Mac.
03:02So as you make changes on either your Mac or your iPhone or iPod touch, you can
03:06stay in sync from either device and update both.
03:09The ability for you to sync between your iPhone or iPod Touch and your Mac makes
03:14the Bento app the perfect way to manage your important data while on the go.
Collapse this transcript
Conclusion
Goodbye
00:00 Hi! This is Cris again. Thanks for listening. I hope this title has served as
00:04 an introduction to your very first database, Bento.
00:07 Now it's up to you to go create your own Bento database to manage contacts,
00:11 coordinate events, prioritize tasks for all the details of your busy life.
00:15 If you are looking for some inspiration on what you can do with Bento, go check
00:19 out this website that FileMaker has on 50 different suggested uses for Bento database.
00:24 I wish you the best of luck and we'll see you next time.
00:28
Collapse this transcript


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