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Bento Essential Training
Richard Downs

Bento Essential Training

with Cris Ippolite

 


Bento is a personal database for Mac OS X Leopard that provides an organizational hub for anything a person might want to collect, track, or connect. Bento is designed for those with no previous database experience, and having database expert Cris Ippolite as a guide makes it easier to get the most from this unique program. In Bento Essential Training, Cris introduces key database concepts as they relate to Bento, including collections, records, forms, and fields. He demonstrates how a little planning and setup results in a more useful collection of information. Cris also explains how to link Bento to other Mac applications, like Address Book and iCal; how to design custom templates; and how to follow best practices for backing up and restoring data. Example files accompany the course.
Topics include:
  • Creating Libraries by using templates or importing Building and modifying Collections and Smart Collections Editing records in Table and Form views Customizing form layouts Managing Related Records lists Using file list fields Importing, exporting, and printing information Creating and restoring from backup files Using Time Machine and .Mac

show more

author
Cris Ippolite
subject
Business, Databases
software
Bento 1
level
Beginner
duration
2h 12m
released
Jul 03, 2008

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Introduction
Welcome
00:00Hi! My name is Cris Ippolite and I'm president and CEO of iSolutions and a proud author of many FileMaker database
00:05titles on lynda.com. Recently FileMaker released Bento, a database product for the rest of us. Bento helps you manage
00:12contacts, coordinate events, prioritize tasks and all the details of your busy life, all without having to know anything
00:18about databases.
00:19In this course I'll be showing how to do things like connecting Address Book and iCal to Bento, building collections for
00:25managing your information in groups and customizing forms for information and much, much more.
00:29So let's get started.
Collapse this transcript
Using the example files
00:00If you're a premium member of the lynda.com Online Training Library, or if you're watching this tutorial on a DVD-ROM,
00:06you'll have access to the exercise files that are used throughout this title.
00:10And this title's a bit unique because the exercise files are actually Bento database backups.
00:15So each time you want to load one of these exercise files, you must first do what's called 'reverting to backup.'
00:21Now later on in this course we've got a movie that details how to revert from a backup.
00:25But let me just quickly show you how to do that so you can work through the exercise files.
00:29You'll go under File,
00:30to Revert to Bento Backup,
00:33and then you'll pick whichever one of the exercises it is that you're working with,
00:39select the appropriate backup
00:42and hit Open.
00:44You can hit the Continue button
00:46and then you'll see a brief animation on screen and you'll see the Bento database that you have up in front of you
00:52change to the one that's being used in the exercise.
00:54Now a couple quick notes.
00:56The Address Book in the exercise files and the iCal tasks and events
01:01are linked to the Address Book and iCal applications. So if you already have data in your own iCal applications
01:08and Address Book applications, you will see that data in Bento rather than the data that's used in the exercise files.
01:14But don't worry. You'll be able to go through each one of the exercises using your own data if need be.
01:19And if you're a monthly subscriber or an annual subscriber to lynda.com,
01:23you don't have access to the exercise files.
01:25but you can still follow on from scratch or even use your own assets.
01:28So let's get started.
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1. Overview
The Bento Home dialog
00:00The very first thing you'll see when you open the Bento application
00:03is something called the Bento Home dialog window.
00:06This Home dialog window has four different buttons of navigation,
00:10the first of which, called Learn about Bento, navigates you over to a brief tutorial.
00:16The second button takes you to a setup screen for connecting Address Book and iCal.
00:21We'll cover this information in a later movie.
00:24Additionally you can also start by creating a library to store data, which we'll also cover in a later movie.
00:32Or you can choose Start using Bento now.
00:34You can use the Home dialog window every time you start Bento, but if you decide that you don't need the Home dialog window
00:40you can turn it off by going under the Bento menu,
00:43to Preferences,
00:46and deselecting the default Display Home dialog option.
00:51Now each time you open up the application it will go right into the Bento window
00:54and in the next handful of videos we're going to explore the different sections of the Bento window.
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Exploring the Bento window
00:00The Bento window contains three main sections.
00:03The left side of the window is what's called the source list.
00:06The center area of the window displays records in Bento,
00:10and you can look at multiple records at one time in a table view
00:13or one record at a time in a form view.
00:16The right-hand side of the window is what's called the Field list.
00:20The source list
00:21displays all the information that you're storing inside Bento in the form of libraries and collections.
00:27A library like you see here with the Address Book is a top-level set of data that relates to a particular activity such as
00:33managing your contacts or tracking your projects.
00:36Bento provides several different libraries by default.
00:39You'll see them here in the form of the Address Book library,
00:43the iCal Events library
00:45and the iCal Tasks library.
00:47All which are displaying information from the Address Book and iCal applications.
00:52Now you can also create your own libraries
00:54to store other categories of data.
00:56For instance, here you see one that was created
00:59for photographs and another that's created for sales.
01:01The next level down from each library and is what's called a collection.
01:05A collection is a subset of records from within a library similar to an Address Book group or a playlist within iTunes.
01:12The Fields list is on the right side of the Bento window and it displays fields that are defined for the selected
01:17library or collection.
01:18A field is simply a place or a slot where you're going to store information,
01:22much like here you see the First Name and Last Name fields.
01:26In form view,
01:27where we're looking at one record at a time,
01:29the Fields list is used to add, edit or delete fields from within the chosen library.
01:35If you switch over to table view,
01:36the Fields list takes on a different role,
01:39allowing you to choose which one of the fields will show up as a column in table view.
01:44You see here First Name is selected and First Name shows up as a column. If we uncheck First Name you see that it disappears.
01:51If I check First Name again
01:53it'll reappear.
01:54In the center area of the Bento window
01:57is the Records area
01:59where you can display information stored in Bento. The Records area contains one default table view
02:06and a minimum of one form view and potentially more form views depending on how many you create.
02:11Table view shows information in an entire library or collection in a spreadsheet like view where each row in the table is a
02:17record in the library.
02:18And in table view you can view multiple records on screen at one time.
02:22In a chosen form view
02:23it'll show fields from one record at a time in arrangements that you can customize using either the themes that ship with Bento
02:30or themes that you create yourself. By default, all three sections of the Bento window are displayed.
02:35To change the main window display settings you can click on this button on the bottom right-hand corner,
02:41and you'll see that you have four different options.
02:43The default is Show All, which shows the source list, the Records area and the Fields list all on screen at one time.
02:49You can also choose Source and Records.
02:52In this case, perhaps you just want to be able to use the source list to navigate through to the different forms that you've
02:57created that are all based on the libraries that are currently in your Bento application.
03:02The next option
03:04would be to show the records in fields.
03:06This could be if you want to set up different forms, drop in different fields on layouts
03:11or if you're in a table view and you just want to customize the columns that are inside the table view.
03:16You'll need to have the Fields list showing at the same time
03:19as your records area.
03:21Or you may just want to work with the data alone
03:24either in table view looking at all the different records that you've created or in form view one record at a time.
03:29In this case, you won't have any of the Fields list or the sources available,
03:32but keep in mind, if you're looking at the records view only you won't be able to navigate to different libraries.
03:38So depending on what is it you're doing inside of Bento, you can choose to either see all of the sections or just the sections that you
03:44need to complete your task at hand.
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Understanding the navigation bar
00:00The navigation bar, which is visible both from table view or form view, contains several controls that help you display
00:07information inside of Bento.
00:08For example, if you click on the word 'Table,'
00:11you'll see records in a spreadsheet-like view that allows you see multiple records at a time within a chosen library.
00:17If you then choose on one of the form view options,
00:20and in this example you see I've got a form view set up for Sales Details and one that's set up for Customer Details and
00:26in both cases, what we're seeing is a page-like view allowing us to look at one record at a time.
00:32In this case, it is one record
00:34from the same library called Sales.
00:37You can have as many forms as you'd like.
00:39Once inside a form view, you can move through the records in a library or collection by clicking either the Previous record button
00:46or the Next record button.
00:47And if you hold down the Option key,
00:49you'll notice that the Next record button changes to the last record,
00:53and the Previous button changes to the first record, allowing you to navigate to the very first record or
00:58the very last record in your set.
01:00In addition to navigating between your single table view,
01:03and your potentially multiple form views,
01:06you'll see buttons for adding another form view
01:08or removing a form view
01:10and also for customizing a form view.
01:12And we'll talk about those in a later video.
01:14In addition to navigating between table and form views and from record to record you also have the ability to find
01:20certain records within your library
01:22by using the Search field.
01:23It's easy to locate the data you want because Bento offers the same type of search that you used to with other
01:28applications like iTunes, for example, and it works in the same way.
01:32For example, I can just type in a piece of text or a text phrase. In this case I'll type in the letter B
01:38and up on screen it tells me how many records within that library match the criteria. In this case, I see five. Since I'm in form view,
01:45I can only look at one of those records at a time.
01:48So I can switch over to table view to see all five of the matching records.
01:51So in this case, I typed in the letter B and it searched all the different fields for each one of the records in this
01:57library and found all the ones that had a letter B in any field.
02:00To get a more precise list of records,
02:02I can use an option that's called Advanced Find
02:05by clicking on the dropdown arrow to the right of the Search icon.
02:10Selecting Advanced Find will navigate me over to table view if I'm not already in table view,
02:16and it will also present on screen a list of all the different fields within the chosen library,
02:21as well as different options for searching within those fields.
02:24And then lastly I can type in the criteria that I'm looking for.
02:28So in this example let's say I'm looking for income received, a value greater then 10.
02:34I can also add even more criteria to this same request,
02:37but in this case we're just going to go ahead with the one request so I'll collapse those others by clicking on the minus sign.
02:43Once I've added all the criteria for my request, I can hit the Find button
02:47and you'll see that up on screen,
02:49comes all list of all the records that match my criteria.
02:52You can also see the criteria still up on screen and in this case I have only one record within my Sales library
03:00that has an income received of greater than $10. You see in this case, this one record here's displayed in table view.
03:06I could then toggle over to form view, if I'd like just to look at that one record in a page-like view.
03:10The navigation bar allows you controls that will help you look at your data in several different ways. You can navigate
03:16from tables to forms or navigate from record to record when in a form view or you can search for records that match specific criteria.
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2. Using Libraries
Using Libraries in Bento
00:00Bento stores information in things called libraries
00:03and a library is a set of data that relates to a particular activity.
00:06In Bento you use these libraries to organize your information
00:09and the libraries are composed of things called records.
00:13You'll see here that we have several different libraries in the example file.
00:16We have Address Book library, iCal events,
00:19iCal tasks and even the sample projects library,
00:22and in each case,
00:24a library is composed of records. If we go into table view we can see that there are three records associated with the
00:29projects library
00:30and the libraries are defined by the fields in these records.
00:33So if I select one of the records,
00:36click on Overview,
00:37I can see that in the Fields list I can see all the different fields defined in this library. So we see the project
00:42library has budget, date created, date modified, and so on
00:46and on screen is a form
00:47that shows me some of these fields. You notice that there are still fields that are not grayed out, that are not
00:52represented on this form. Another example
00:55an Address Book.
00:57The Address Book library contains contact records. We see one right here.
01:01The contact record is then composed of
01:03many different fields.
01:04As you see on screen and these fields are used to store information about contacts.
01:09Bento also provides two different ways for you to view the records in a library.
01:12In form view, which we're looking at here, shows fields from a single record.
01:16Each page shows one record at a time.
01:19For example,
01:20a single contact record
01:21from the Address Book library can have more than one form view for the library.
01:25Here's a form view called overview
01:28and another form view that's called details.
01:31However, each library will only have one table view.
01:35For example, if we look at the projects library
01:38and select table,
01:39we'll see that the table view is a little bit different. Instead of justing showing us one record at a time,
01:43it shows us multiple records at a time, as many records that can fit on screen.
01:46So form view shows one single record at a time
01:49and table view shows multiple records at a time.
01:51As you review your information it'll be important for you to think of it as information that fits inside of a field.
01:57Like the project name in this case,
01:59and fields that build records, you see all these different fields together build this one single record,
02:04and those records are then stored inside of libraries.
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Planning records in a Library
00:00Before you even start creating anything in your Bento application you're going to want to plan out the information that you'll manage
00:05and since the top level of information is a library in Bento
00:09you're going to want to first determine which libraries you're going to want to create.
00:12So in our examples moving forward we're going to building a Bento application that's can help us manage property rentals.
00:19So if we look at the activities that involved in property rentals we know that we're going to want to store information about
00:23properties, who's renting them, when they're rented and the different tasks associated with him. So from that analysis,
00:29we can determine that we're going to need a library for properties, a library for rental tasks, a library for renters,
00:35as well as one for rentals themselves.
00:38Those will all become libraries inside of our new Bento application.
00:41So the next step is to determine where the information is going to come from for each one of these libraries. So for example,
00:47with renters, we've already got all our renters let's say inside of our Address Book application. So in this case, we know
00:52the information is going to come from linking to Address Book.
00:55Let's say we're also already using iCal to link to our rentals as well as any associated rental tasks. So when we create
01:02those libraries we'll just create a link over to iCal so we can pull that information in. That leaves us with properties.
01:08We're currently not storing any information on properties so in that case we're going to have to create a brand-new library from scratch.
01:14So now that we've planned out the libraries that we're going to need in our Bento application we can now move onto starting
01:19up Bento and creating those libraries.
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Creating Libraries by importing
00:00Now that we've planned our Bento application to include four different libraries, we've determine that we need to define a library for
00:06properties, renters, rentals and rental tasks.
00:09So even though in your source list you see that you've got the default links to the Address Book and iCal,
00:15for the sake of this example we're going to disable those links
00:18and see if we can't replicate these libraries in other ways.
00:21So in order to follow along with the example, you can disable Address Book and iCal
00:28by going to the File menu, to Address Book and iCal Setup
00:31and simply unchecking the Display checkboxes and hitting OK.
00:37Don't panic! Your screen did just go blank, but it doesn't mean that you delete all your Address Book data and your
00:41iCal data. It just means those links are temporarily disconnected.
00:45But what we're going to do is create a library
00:48and first we're going to create our Properties library and we're going to do this by importing some data into Bento to create that library for us.
00:55So we'll go under File,
00:57to Import,
00:58and we can choose a file.
01:01Properties.csv inside of our exercise file folder.
01:07And you see that we've chosen the target is a New Library,
01:11because we have no other libraries. We could import data into existing libraries, but since we don't have any,
01:16we're going to create one via an import. And it now shows all the different fields that we need
01:21that are already defined inside the CSV file,
01:25and by importing them, it will automatically create those for us. So we see that we've really got three of them.
01:33And we've got record one contains column names,
01:37and it will actually import records two through four. So let's see what happens when we hit the Import button.
01:44Up pops a new file inside of our source list.
01:48It's the Properties library,
01:50and we also see when that library's chosen that we see all the different fields that are defined inside Properties,
01:55and in addition, we see that we've got three records that are already pulled in. So those are some of the advantages of
02:01importing libraries into Bento.
02:03A couple things that you'll notice is that Bento sets field types to Text by default.
02:08And if we wanted to change the field types, we can click the pop-up menu
02:12next to each field if we'd like.
02:14But in this case all of these will work perfectly fine as text.
02:17So you can use the import function to create a library on your behalf, which will also take advantage of defining all the
02:23fields for you and pulling data into your library.
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Creating Libraries using Bento templates
00:00We've already determined that our exercise files will require that we have four different libraries.
00:04The Properties, Renters, Rentals and Rental Tasks libraries. We've already created our library for Properties by importing data
00:12from another source. Now we're going to try to create a new Renters library and we're going to try to use a template.
00:18In order to create a new library we'll go down to the bottom of our source list and select the Add a library button icon,
00:25which pops up the New Library window.
00:27Like iWork applications, Bento provides library templates that create the fields to manage specific kinds of information.
00:34These templates also applied predesigned themes to the form views.
00:37So by selecting one of these templates that most closely fits the type of information that we want to manage,
00:42we can create a library that we need in a much quicker fashion.
00:45So let's try to find one that matches Renters.
00:51We see we've got Customers. That could possibly work.
00:54Let's click on that and change that to Renters
00:59and we'll select Choose.
01:04Now we notice that the new library has been created in our source list, called Renters,
01:09and also a table view's been created
01:11and two form views, the Overview and the Details.
01:15We also see that all the fields have been defined already and that there's one record inside of our library.
01:21Whenever you bring a library in via a template, it will create one default record so that you can see how your fields are populated.
01:28However, let's say that all of our renters information is actually stored on our computer in the form of our Address Book.
01:34If that's the case it might make more sense for us to just link to the existing Address Book through our library rather than
01:39create a new library and have to populate all that data.
01:42So first what we'll have to do is delete the template-based Renters library.
01:46If you want to delete a library all you have to do is go into your source list, select one of your existing libraries
01:52and hit the Delete key.
01:54And say Delete,
01:57and you'll see that were left again with the Properties library.
02:00Although the templates didn't work here, these 20 different templates that are designed by Mac artists that ship with Bento
02:05may work perfectly for you.
02:07You've got 20 different templates designed by Mac artists that fit in the categories of educational,
02:12personal,
02:13or work and they've already got all your fields defined and layouts designed and using a template could very well save you a lot of time.
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3. Using Address Book and iCal Libraries
Displaying data from Address Book and iCal
00:00Bento provides libraries that display data from Mac OS X Address Book and iCal applications. With these libraries
00:07you can manage contacts, events and tasks and even display them as related records from other libraries within Bento.
00:13For the sake of our exercise we've disabled the default settings to display Address Book libraries as well as the
00:20iCal tasks and iCal events.
00:23Now I'm going show you now how you can turn those back on.
00:25If you go under the File menu,
00:27and choose the Address Book and iCal Setup,
00:30you'll see this window pop up that simply has two options on it.
00:33To display the Address Book data in Bento,
00:36and to display iCal data in Bento, which includes iCal event and iCal tasks.
00:42So this will actually create three new libraries in our source list.
00:47Since we already have a library for Properties we will now be able to have a Renters library based on our Address Book,
00:53a Rentals library based on iCal events and a Rental Tasks based on iCal tasks.
01:01I'll simply hit OK...
01:05and now we have the default settings restored.
01:07That have the Address Book,
01:09which you can see shows all the data inside my Address Book.
01:14iCal Events, which shows all the data inside the events, and likewise with Tasks.
01:23Although this is a default setting,
01:25you should be aware that Bento provides these libraries that will display data from either Address Book or iCal.
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Updating Address Book and iCal from Bento
00:00By default, Bento displays contact information in groups from the Mac OS X Address Book application.
00:06So when you make a change to records in the Bento Address Book library that I have selected here on screen,
00:12those changes will actually be updated in the records in the Address Book application.
00:15So let's take a look at that.
00:17So I've isolated a record for Cris Ippolite,
00:23and that record exists in Address Book as well.
00:28Now I'm going to update it
00:31and then click outside that area to commit my change.
00:33And let's just quickly look in Address Book, and we see that that information's been updated
00:40and we'll see that those changes have been made in the background as well. You can use the Bento Address Book library to edit data
00:50from any application or device that synchronizes with the Address Book application.
00:54So by displaying the Bento Address Book library,
00:57you can add your contacts to Bento,
01:00keep your contacts up-to-date, whether you edit the information in the Address Book application or in your Bento application.
01:05Also you can add records inside Bento,
01:09and those will show up inside your Address Book.
01:11And conversely, you can delete records
01:13in the Address Book library in Bento and they'll be deleted from the Address Book application.
01:17So you can use records in the Bento Address Book library just like records in any other library collection in Bento.
01:23So they are no different than the records that we're storing inside the Properties library.
01:27The same is true for iCal and iCal events and tasks.
01:31iCal is a convenient application for keeping track of your events and tasks and by default Bento gets calendar
01:36information from the iCal application and keeps that information in your iCal Events and iCal Tasks libraries.
01:43Any time iCal adds a new event,
01:46it'll automatically appear inside your iCal library. The same is true if you add an event in the iCal library,
01:53it'll show up in your calendar appropriately. The same is true for iCal tasks. In addition to the fields that are
01:59appearing here on screen for both the Address Book,
02:02as you see listed here, and iCal Events,
02:06you should be aware that you can add additional fields. So by clicking on the button inside the Fields list I can add another
02:12field to the iCal Events.
02:14Now that field is not going to be added to iCal. It's just going to be added to the iCal Events library in my Bento application.
02:23The same is true for Address Book.
02:25If I wanted to add a field let's say for hair color.
02:28You would show up in my Fields list, but it would not add a field to the Address Book application that's called hair color.
02:36Let's take a look at some of the fields that are updated
02:39automatically from Address Book.
02:42The fields that you see on screen are from the Address Book library and will update the information in the Address Book application.
02:48Any fields that you add to Bento will not be reflected in the Address Book application.
02:54One thing you should be aware of, however,
02:56even though these applications update from within Bento, Bento does not actually store its own copy of the Address Book
03:02and iCal information.
03:03So when you're making a backup of Bento, keep in mind that you are not backing up the data inside Address Book or inside iCal.
03:11You'll need to back those up separately.
03:13You see here one of the true strengths of the Bento application,
03:17the ability to have one location to manage data from Address Book, iCal and Bento all in one place.
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4. Using Collections
Understanding Collections
00:00In Bento your records are kept in libraries.
00:04Here we have a library for the Address Book, for example.
00:07Now, if you want to organize your records in different ways or if you want to work with the subset of records within a library,
00:13you can create something that's called a collection.
00:15A collection in Bento is very similar to a playlist in iTunes.
00:19If you've used iTunes, you know how convenient it is to use a playlist to let's say, create a compilation of songs or
00:24videos or burn a CD.
00:26And collections in Bento give that same convenience for grouping records in the library.
00:30Also like in iTunes, a record can appear in many different collections, much like a song appearing in many different playlists.
00:37The collection contains records from one single library so Address Book can have its own collections, iCal Events and so on
00:43as well as Properties in our case.
00:45So we can put records from the Address Book into an Address Book collection, maybe call it Vendors.
00:51But we cannot put another library's records in the Address Book collections. So we can not mix records from different
00:57libraries into one single collection.
00:59They're actually a child of the library itself. So using collections is very useful tool in organizing your data within Bento.
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Creating Collections
00:00A collection is a set of records from a library.
00:03When you're working with data from within a library,
00:06you can use Search or Advanced Search to isolate certain subsets of records.
00:10For example, if I was in this Address Book
00:15and decided that I wanted to isolate a group of records
00:22from California, having California as the state.
00:26You see I come up with eight different records, and I can work with these records while I'm in the system.
00:30But if I want to save them for later, I need to have this group isolated, for example, maybe to print out
00:35mailing labels or send out e-mails to special event that I have in that area,
00:40I might not want to have to do the search all over again. So in that case, what I can do is create what's called a collection.
00:46One way to create a collection
00:48is by selecting all the items in the list and here what I've done this Shift+select.
00:53And I can drag those selected items to the source list
00:58and you see it is now asking me to name a collection and I will call this collection CA Contacts.
01:05And you see now that...
01:09if I choose my collection I can see there are all the eight records that match my criteria.
01:15And if I go back into me Address Book, I see I have all 658.
01:20So even though I have records that exist in both lists,
01:25for example, the Cris Ippolite record.
01:34See this record exists inside Address Book, a lot like having a song that appears inside your music library in iTunes,
01:41but also appears inside of a playlist.
01:43And just as a note, a record can appear in multiple different collections, much like in iTunes a song can appear in
01:49multiple different playlists. So one thing you should see is that we've created this collection inside Address Book.
01:54But if we flip over to our Address Book application,
01:57we see that a group has been named CA Contacts as well with these same eight records.
02:02So these eight cards show up inside our Address Book application when we create a collection inside Bento.
02:08The same is true in reverse. If I were to create a new group inside Address Book,
02:12that new group would appear
02:13underneath the Address Book as a collection
02:15based on the Address Book library.
02:17Now this isn't isolated just simply to Address Book.
02:21I can go inside Events, for example,
02:24and I can choose some events.
02:27Drag them into the source list,
02:30and I can create a collection based on iCal events, as well as iCal tasks, or
02:38it doesn't necessarily have to be Address Book or the iCal linked libraries, I can also do that in a library I create on my own as well.
02:47A collection in Bento is similar to a playlist in iTunes.
02:50If you've used iTunes, you how convenient is have a playlist to create a compilation of songs and videos.
02:55Collections in Bento give that same convenience for grouping records from a library.
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Modifying Collections
00:00Once you've created a collection inside Bento, you can still make modifications to the records that are found within that
00:05collection thus modifying the collection you've already created.
00:09So for example, we have a collection here that's called Lily Rentals
00:13that contains three different records
00:15that are found within our iCal Events library.
00:18If I click on the iCal Events library I can see that
00:21there are a few different items that also involve the Lily loft property.
00:27If I select those I can create another collection based on this by going under the File menu,
00:33and selecting New Collection
00:36or New Collection from Selection
00:38or as I've done before, I can drag these into the source list to create a collection.
00:43Or in this case what I'm going to do is modify the Lily Rentals collection
00:47by dragging these multiple items on top of the collection.
00:51And now we see that they've been added to the existing Lily Rentals collection.
00:56The same is true when it comes to removing records.
00:58Let's say I've have got these records inside the California contacts collection that I created based on the Address Book.
01:06And I've created these for an event and determined that this individual won't be able to make it to the event so I'm just
01:10going or remove them from my collection.
01:13If I select the record and hit the Delete button,
01:16you see that I get an option that's very similar to the option you get when you try to delete something in iTunes, for example.
01:22It gives me the option to choose from either removing it from the collection,
01:26or deleting it completely. In this case, we just want to remove it from a collection rather than delete it from our Address Book completely.
01:33I'll hit Remove from collection
01:36and we'll see that that records still exists in the Address Book even though the record no longer exists inside contacts.
01:46And we can delete an entire collection if we want to as well. Let's say we no longer need to work with this collection.
01:51You can simply select the collection within the source list
01:54and hit the Delete button.
01:57And it will give you ability to delete the record without deleting the actual record from your source file.
02:02So not only is creating collections a useful and handy tool within Bento,
02:06but the ability to modify them as you move along when you're working with this data to also quite helpful as well
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Using Smart Collections
00:00A collection in Bento contains records from within a single library.
00:04For example, you see we have a collection called California contacts
00:07that are contacts found within the Address Book that met a certain criteria, in this case that the state equals California.
00:14You see here we can create another group of information
00:19and this time let's say,
00:21we want to create one for the state of Colorado instead.
00:26We'll do a search and we'll see that within the Address Book, we found 17 records that match that criteria.
00:32So now if I want I can create a collection based on these records that will always just have these 17 records.
00:37Unless I go in and I modify them by either removing records from
00:41either the entire Address Book library or just the collection itself, much like a playlist within iTunes.
00:47However, in this case what I want to do is create something that's called a smart collection.
00:52You would create a smart collection when you want a collection that contains records that meet a certain criteria.
00:57So when we create a collection within Bento we're saving the records of that record set.
01:03If we want to save the criteria itself along with the records,
01:07we would create this thing called a smart collection.
01:10So let's take these records
01:13and I'm going to select all of them by holding down the Shift key.
01:16Go under File and I'm going to say New Smart Collection.
01:21And now we see what's happened on screen is
01:23I see a new collection created that's got a little bit different icon. It's got a stack of records and then also
01:29a little advanced wheel icon.
01:32We're going to name this one Colorado Contacts.
01:35But we see in addition to saving those 17 records,
01:38it also exposes the criteria within our Advanced Find area in the navigation bar.
01:43This criteria is being saved within the collection because it's a smart collection.
01:47I can also modify this by adding additional criteria. For example,
01:52if I say Cell Phone Contains,
01:57and now I've changed it to 20 records.
01:59So now I've got two criteria.
02:01Either the state is Colorado or the cell phone equals 970.
02:06So what does that mean then for records that are created or modified moving forward? Well, let's take a look.
02:12If we switch over into Address Book,
02:15and we go into pick a certain record
02:19and let's edit this record.
02:23And what we'll do here is we'll change the state
02:26and save it.
02:28Let's go back into our Address Book.
02:31And that record exists in our Address Book, but also if we go into our smart collection,
02:35we see that now we've got 21 records, not just the 20 records that we had before.
02:40So you create a collection inside Bento when you want to store different groups of records.
02:45However, unlike a collection, when you create a smart collection
02:48new records that are added to your database that match the criteria in the collection
02:51will then automatically be added to the collection,
02:54much like the way a smart album works in iPhoto.
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5. Working with Records
Creating records in Table or Form view
00:00Bento allows you to link to libraries that are based on other applications like Address Book,
00:05or iCal events or iCal tasks.
00:08Of course, you can create your own libraries as well.
00:11However, Bento also allows you to add records to these libraries
00:16and to do so, you want to be able to create records within the Bento application.
00:20You can create records in one of the two different views.
00:23First, you can create a record in form view.
00:26And this is sometimes more desired because you have more fields on screen and you can populate more of the fields than might
00:32be available to you in say, a table view.
00:34In order to create a new record, you'd navigate to the library where you want to add a record
00:39and you can either go under the Records menu to New Record.
00:42You can select Cmd+N
00:45or you can go down to the bottom of the Records area and select the plus button, which is Add a Record.
00:51You see then that the entire screen goes blank.
00:53You've created one more record in your library,
00:56and now you can add various information.
01:00After you get done entering data into one of the fields,
01:03you can hit your Tab button
01:05to the next field,
01:09and you can then enter in whatever information that you deem appropriate.
01:14Now in order to save these changes
01:16you need to click into an open area,
01:19which then deactivates all the different fields and then commits your changes to the library.
01:25In addition, you can also create records inside table view
01:30in the same manner,
01:31either by selecting new record
01:34Apple or Ctrl+N
01:36or hitting the Add Record button. Now in this case, it creates a blank row
01:42and you click outside and you see that those records are committed.
01:46Once you've created a record,
01:47you can select that record
01:49and choose to add that record to an existing collection if you'd like to.
01:55Or if you have a group of records that you just added you can select all them and make a new collection out of that,
01:59but in this case we're going to add the new record I just created to
02:04our California contacts and there we see it automatically added even though we've just created it.
02:09and also if we look inside of our Address Book application,
02:14we see that that record has been added to the Address Book as well.
02:17Bento allows us to not only link to records from other libraries like Address Book or iCal, but also allows us the
02:23interface to create records inside these libraries as well.
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Editing records in Table or Form view
00:00Bento allows you to use records from existing libraries,
00:04or even add your own records using the Bento interface.
00:06Additionally you can also make changes to records inside Bento.
00:10For example, let's say that we found that we have a record that needs to be changed.
00:16So let's say we go in here.
00:17We first select the library and do a search or just manually locate the record
00:23and from either table view --
00:28For example, I can click into the field make the change and then click outside the field.
00:32Or in the Overview
00:35I can make the change and then click into another area.
00:38And that allows the record to be updated and that works with any one of the fields inside of the Bento record.
00:45Additionally, if need be,
00:46I could create a new record by duplicating this record by simply selecting a record that I'm on,
00:51going under Records to Duplicate Record,
00:54but also let's say we have--
00:59Here we get four different records,
01:01and I notice that I've got duplicates in this case.
01:03I can also remove a record by clicking on the record,
01:07either clicking the minus sign down below here at the bottom of the records area
01:11or going into the Records menu and selecting the Delete Selected Record.
01:16In this case I'm deleting the record permanently from the Address Book,
01:22and also by the way we see we made the change Jackson Caymus.
01:26We go into Address Book, and we see that that = has been updated within Address Book as well.
01:31Additionally, if we search inside Address Book for
01:37the Boo Radley record we see that we've only got one of those records inside the Address Book library because any adding,
01:44deleting, duplicating or editing of records within the Bento application will also update the Address Book application.
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Using the Current Date field
00:00Bento allows you to add records to existing libraries as well as edit or delete or modify the records within those libraries.
00:07One quick note about adding data to a date field, if we go into see a contact in my example file on screen, into my details form,
00:15I've got a field here that's called Date Added. And this field is a date field. We'll talk more about fields in the field chapter.
00:21But one quick note, when you're creating a record that has a date field in it
00:24you have two different options for entering data inside here. You can click on the little date icon in which pops up this
00:30handy-dandy little date picker field which you can navigate to different years, months, days and so on.
00:36Or you can click inside the field and go under your Insert menu,
00:40and there's only one option in here for inserting a value inside of a field
00:44and that is Current Date and Time. If you select that, it gives you what is referred to as a timestamp
00:50or the date that it was added
00:53in this case, 5/28/2008.
00:56Or I could override that by selecting another one of these values.
01:00So in addition to being able to type in data inside fields, if you're working with a date field,
01:05you can use the Insert menu
01:07or the pop-up calendar to assist you in choosing dates.
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Sorting records
00:00When you're working with records inside of Bento,
00:03you can work with one record at a time inside one of your form views. Here you see we've got two form views, Overview and Details.
00:10Both of which allow us to look at our one record at a time,
00:13but in different ways.
00:15However, if you want to work with multiple records you choose the table view.
00:19The table view allows you to work with multiple records on screen at one time.
00:24Now, one of the things that happens when you're looking at multiple records on screen at one time is that you may have
00:28so many records that you need to sort them or organize them in a certain order.
00:32Bento allows you to sort your records when you're in table view.
00:36When you first going to table view, you can see with the existing sort order is by finding the column header that's already selected
00:42and then you can determine whether it's sorted ascending or descending,
00:45based on whether or not the arrow is pointed up or down.
00:49So in this case, you see that we've got our list sorted by first name.
00:53And if we click on this first name header again, it sorts it in reverse order, Z to A.
00:59And this would be A to Z sort order.
01:01By simply clicking on any one of the other column headers it will then resort our values.
01:06It also changes the active record. You see that our active record was Ardell.
01:11As I change the sort order,
01:12you see that that Ardell record goes to different locations within the found set.
01:17So make sure that you know that when you're on screen
01:19that although it's shifting around a little bit, you're not always at the very top.
01:23It's following the active record in your sort order.
01:26You can sort on any field that you have on screen.
01:29So for example cell phone
01:31or are even state. So any field that you place inside of a column in table view can be used as a sort field by simply
01:37clicking on one of the headers.
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Managing fields in Table view
00:00Bento provides interface for you look at either one record at a time or multiple records at a time.
00:06One record a time can be used by selecting one of your forms.
00:09And here you see a page-like view, which allows you to look at a single record,
00:13moving through other records in your library.
00:16If you want to see multiple records on screen at a given time, you'd go into table view.
00:20Table view as you see is a spreadsheet-like view that has multiple different columns along the top of your screen.
00:26You can see in our example that we have
00:28three different fields on the very far right
00:31that have no data inside them.
00:33So let's say that we want to eliminate those from our table view.
00:37The way that we manage the fields that appear inside table view
00:40is in our Fields list.
00:42You'll notice of the Field list changes
00:44when you're in table view
00:46and turns to checkboxes,
00:49which help us determine whether or not a field is going to be visible as a column or not.
00:53So if we look at the Note field,
00:56which we see here, it has a checkbox next to it and that's why it shows up as a column.
01:00But if I uncheck Note,
01:01you see that it now hides that column, so it's no longer visible in our table view.
01:06Let's go ahead and uncheck a Home Phone and Home Email as well
01:10and now we see that we've got only the fields that we want on screen with certain data in them. Of course we can add other
01:15fields to if we'd like
01:17by simply checking in on the checkbox next to the field name.
01:21Additionally, we can also control how much space the column headers take up.
01:26So here we've got state, we know doesn't need that much room. So if I hover over the far edges of the field column header,
01:35I can collapse that field down to an appropriate size.
01:40Same is true by clicking and hovering over that edge I can
01:43widen the fields if I need more room for more of this data.
01:47And in addition to resizing the columns and having the columns hide or show,
01:52I can also reorder the order in which they appear on screen. So for example let's say I wanted to have Last Name appear
01:58before First Name. I can simply click on the column header,
02:01and you see that my cursor changes to a hand.
02:04I release that,
02:05and now it shows First Name, Last Name, and I can even move let's say, State here if I wanted to.
02:10In addition to being able to view multiple records on screen,
02:13you also have the control over what fields and columns you see inside table view as well as their width and the order in
02:19which they appear on screen.
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Summarizing column data
00:00When you're viewing records inside table view in Bento,
00:04you have the ability to show an optional summary row. It's not a default setting, so if you're inside of the table view- you see here
00:10we're inside Properties, and I've chosen Table.
00:14If I go under View,
00:15to Show Summary Row or hit Apple+R
00:20we see on the bottom of the screen, we've now got something called a summary row.
00:24And what this allows us to do is perform basic operations on the values within that column and then display the results.
00:31Depending on the field type, the following functions may be available.
00:35So for example, here we've got a Date field.
00:38So you see that for Date,
00:39I can do a Count of all the different records. I can do a Minimum, giving me the earliest value,
00:45or Maximum, giving me the latest.
00:47So in this case let's choose earliest,
00:50and we see that we've got a Minimum,
00:52which is true even all these were created at the same time.
00:56If we add another one, we'll still see this one be Minimum.
00:59Now in the case of a text field like Property Name,
01:03we only have one option in Text and that is Count.
01:07I've added a field called Cleaning Fee to the Properties library
01:11and then added it to the table view.
01:13And since this is based on a Number field,
01:16I have more options available to me.
01:18I can either summarize all the values,
01:21count the values individually,
01:23come up with an average or a minimum and maximum value.
01:27So if we look at the summary,
01:29we see that the sum of all these values is 900.
01:33Of course that changes with Count. It just counts the total number of values.
01:38Or we can look at an average.
01:41Minimum
01:42or maximum.
01:45Now one thing to note is that these summaries are giving summaries of the values that are in
01:50the record set that you're viewing.
01:52So for example if I use the Search or Advanced Search function in this case,
01:58I have now two records found. We see that my sum changed automatically from 900 to 650,
02:04and it'll change back when I reset that value.
02:07So keep in mind that the summary row is optional. It's not by default, it's something that you can turn on.
02:12It can be a very easy tool for you to be able to either summarize or counter, come up with minimums or maximums,
02:18based on fields that are currently visible inside your table view.
02:21And when you add the row to your table view,
02:23it will also give you those aggregates based on whatever set of records that you looking at any given time.
02:29This can be very helpful tool for you to be able to summarize data that you're viewing inside table view.
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6. Managing Forms
Creating and deleting forms
00:00With Bento you have different ways that you can view the records that are stored in a library.
00:04You can view multiple records at a time through a table.
00:07Or one record at a time in a page-like view called a form.
00:10You can have more than one form based on any one given library, although you can only have one table view.
00:15Creating multiple forms is helpful because you can decide which fields you want to see on each form and then design
00:21forms for viewing data in specific contexts.
00:24So for example,
00:25we're inside the Properties library.
00:28Right now we have one table view and one form view.
00:31Let's say I'd like to create a form view that just has Property Name, Description, Rates and Cleaning Fee,
00:36because now we see that there's a lot of information inside Descriptions and Rates that I can't see because I don't have
00:41room on screen.
00:42This is a great example of when we need to create a new form.
00:45So to create a new form,
00:47select the library or collection that you want to create a form based on.
00:51In this case, it's Properties,
00:54and then we can go into the plus sign up in the upper right-hand corner.
00:59Or we can also go into Insert,
01:02New Form.
01:04And up pops a window that allows you to name your form.
01:06In this case we're going to call our form
01:11Overview
01:12and hit OK.
01:14So now you see that we don't have any fields yet on screen
01:17so what we can do is go into our Felds list and you'll note that the Fields list is a little bit different in form view than it
01:22is in a table view. In table view, there are just a bunch of check boxes next to each field name
01:27that allow you to say that the field is going to be turned on
01:30or off, meaning that if it's turned on, it'll show up as a column in your table view.
01:34And if it's turned off, then it won't. However, in form view
01:37you see that this Field list has a different icon to it.
01:39It allows you to drag from the Field list into your form area
01:44thus adding that this field to a form.
01:46So here we have Property Name.
01:48I'll select Property Name and drag and then release it into the area that I'd like to have it appear in the form.
01:54And we want Description
01:58and we'll also say Rates,
02:00and I'll add Cleaning Fee over here.
02:04So now, in addition to being able to create these forms and add fields to them,
02:07if for some reason I want to delete a form, like let's say I'd decide that I want to delete Overview,
02:12we select the form itself and then you can hit the Minus button
02:17to delete selected form. And it gives you an opportunity to delete this. You say, Are you sure you want to delete this form?
02:22And if you delete the form,
02:23the fields still exist in your Field list,
02:26and they still exist as defined within the library,
02:29it's just that the form will then no longer be available to you.
02:33So when you're using Bento, you can choose to have more than one form for a library,
02:37giving you the flexibility to decide which fields you want to see on any given form
02:41or design a form specific for viewing data in a specific context.
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Moving and resizing fields and objects
00:00In Bento, you can create more than one form based on one library.
00:04Bento also has a separate customize mode for you to construct and modify your forms.
00:08Let's say for example you want to change the size of fields that you've already added to a form.
00:13When you create a form you can drag fields onto the form so that they appear appropriately.
00:17But in order to be able to make changes to the way that they look or their sizes or even to delete fields,
00:22you'll need to go into Customize mode.
00:25When you've selected the appropriate library and then chosen the form that you want to modify,
00:29you'll see there's an icon in the upper right-hand corner
00:31that looks like a wrench and a hammer. It's the customize icon and when you click on it, you'll notice that your form
00:37view changes. You can see outlines for the number of columns that you have
00:41and what we'll do here is show just the Records area and the fields so we can see more of the columns.
00:49You see that we've got four fields that we've already added here on screen.
00:52If I click on any one of the fields,
00:55it then becomes highlighted,
00:57and I can hover over the edge and see that I can then drag and re-size these fields.
01:05The same is true for not only dragging left and right,
01:10but I can also drag north and south
01:14and in this case, we wanted to give
01:16these text boxes more room so that the user could see the values that are found inside of them.
01:21And when I try and line these up, you can see that I got helpful guidelines. Here that green line indicates that I've matched
01:27the exact same width as the Description field.
01:30And also when I'm in this mode I can select certain fields
01:34and click and drag and drop them into different columns or different orders and location if I wish
01:41and it will move those fields around for me.
01:44Additionally when I'm in the Customize mode,
01:47I can also drag new fields onto the layout as well.
01:54If a field is already grayed out and does not have an arrow to the left of it, like date created for example,
02:00that indicates that it's already on the form.
02:02In addition to adding fields, you can also click on a field
02:06and hit your Delete key to remove a field from a form.
02:09Not it only removes the appearance of the field on that form and does not remove it from your Fields list.
02:15And then when you're done doing your customization you can click on customize again and you'll see
02:21all of your changes reflected in your form
02:25and you can move from record to record using your new form to view one record at a time.
02:30So Bento allows you to not only create forms.
02:33It provides you a customization mode that allows you to manage and resize any of the fields on your form,
02:38add and delete fields on the form and create the form exactly the way you see fit.
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Customizing form layouts
00:01Bento allows you to be able to create multiple forms for each library that you store in your source list.
00:06These multiple forms allow you to create context specific forms for viewing the data in one record at a time.
00:11You can also customize them because Bento provides a special customization mode.
00:16So once you selected the library and then the form that you want to customize,
00:22clicking the Customize icon in the upper right-hand corner-
00:26that will take you into Customize mode.
00:28Also since you're working with the Records area only,
00:30you might want to toggle to view just the records area only.
00:36Or records and fields in case you want to add new fields.
00:39So now when you going to Customize mode you'll notice that there are various different tools available for you to assist you
00:44with customizing your form.
00:45For example, you'll notice that there is a Theme option. Clicking on the Themes tool will reveal the 20 different stylish themes that
00:52Bento ships with.
00:53You can change a form's theme, for example, to maybe just a white background if you intend to use it for printing purposes.
01:00Or you can change a theme based on whatever your preference might be.
01:03So you can test each one of them
01:05and note how not only does the header color and the Records area color change but also the font that's been chosen that shows up
01:11inside each field.
01:13So you can go through each one of them and choose the ones that you prefer.
01:18Let's go with the Powder Puff option
01:21and note that the text changed in the header,
01:23as well as the background image and the text inside the fields here, as well as the text color in this case also.
01:28Additionally, you see that we've got two columns on screen and
01:31those are indicated by the red outlined areas, which also tells you when you're in customization mode.
01:37So let's say we just want to consolidate them into one.
01:39First, I can click on a field and of course I can drag a field and release it
01:44to move it into a different column.
01:46And I can choose my Columns tool
01:49to allow me just one column on screen. Now we see a just have one red box available to me in customization mode on the form.
01:55I can also resize the column by selecting the far right edge
01:59and moving it to whatever size I'd like.
02:04However, you'll also note that if the edge of your column touches the edge of your fields,
02:09not only can you resize the width of the column, but you can also resize the fields at the same time by simply
02:14holding down the Option key while you resize your column.
02:17Some of the other tools available to you in Customization mode, for example, are the ability change the position of the
02:22field labels.
02:23Note by default that the field labels show up above each field
02:27as you place them onto a form.
02:30But I can also show them beside each field.
02:34You can toggle those and see which one you prefer.
02:36When you're done you can click on the Customization icon and you go back into your Records area
02:42and you can now interact with the fields and you'll see that this form is now applied to each record that you'd look at
02:48when you look at it one record at a time.
02:50We have another form here called Property Details,
02:54and if we click over to Property Details,
02:56we can also make some adjustments.
02:58We note that the width of the fields aren't all in line.
03:01There's some other things that we can work on here so we'll click in the Customization mode.
03:06And let's say the first thing that we want to do is align the edges of the field.
03:11If I hold down the Shift key while I select each field,
03:16I can then choose this other tool called Align Edges,
03:19and you see that it automatically aligns all the edges to the right-hand side of the column.
03:23So they're all even width.
03:25I can do the same thing in this column.
03:30Holding down the Shift key as I select
03:32and hitting Align Edges.
03:34Now, they perfectly fit the width of the column.
03:36And of course if I resize these columns because these edges are touching,
03:39it'll resize the width as well.
03:41Another one of the tools is the Shading tool.
03:43If you select a field,
03:45let's say a Property Name
03:48and select Shading, you see the can change it from either no shading in the background, which gives it a contrast between
03:53the field area and then the background of the field.
03:56Or I can choose Dark, giving it even more contrast.
04:00And you notice that Address List
04:02has some shading in it as well. If I want the shading of the field label to match the background I can change that to
04:08Dark and you see now it all fills in completely.
04:11Another one of the tools allows you to change the size of the text.
04:14I choose Description and Rate, let's say,
04:17I can go down to Text Size
04:19and make the text inside the fields even smaller.
04:22Or larger, if I wish.
04:24In this case we're going to make them the smallest font size that we can get so we can see more information in the field
04:29at any given time.
04:30And also you notice that we can add objects to a layout as well.
04:34Down here by selecting Objects, you see that we can add a spacer.
04:38A spacer is an object that allows us to put space in between different fields or other objects.
04:44If I drag and reposition this and then drop,
04:48you'll see that I can then add what will eventually be invisible space to give us a little bit of separation between the
04:53Address List and the rest of the fields below it.
04:56And it works just like a field from resizing. So if I select the spacer and choose the field I can hit Align Edges
05:02and have those line up appropriately.
05:04Now if I want have a spacer with a visible line,
05:07I can choose Horizontal Separator.
05:10So for example, let's say I want to put a horizontal separator
05:13between Phone and
05:17Description,
05:19I can drag it and release it to the position that I want
05:22and also pick a field to align it with and align the edges.
05:27And now when I go into Customize mode you can see
05:30all the changes are reflected both in the shading and the column widths and the size of the fields.
05:35Also the blank area that's represented by a spacer,
05:38as well as a spacer with a visible horizontal line
05:41are also visible as I go from record to record inside my newly customized form.
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7. Understanding Related Field Lists
Understanding Related Records lists
00:00Bento allows you to create relationships or invisible links between your Bento application and information in your
00:06Address Book and the information that's stored within iCal in the form of events or tasks.
00:12You can also create links between the different libraries within your Bento application and you do so by creating a
00:17related record list.
00:19A related record list is a field that can be placed onto one of the forms that are based on one of your libraries that
00:24allows you to link and display data from another library.
00:27More specifically it allows you to link the data between two libraries creating a relationship between them similar to the
00:33relationship between Bento
00:34and Address Book or iCal.
00:36So imagine that you'd want to keep track of your properties,
00:39but also the rentals of each property.
00:41Currently those rentals are stored as iCal events and you see here for each property we've got different
00:47rentals with start and end dates but let's say you'd like display those onto the same layout.
00:51That way you have sort of a dashboard view of everything relating to a property. So in this case, you would want to go
00:57onto a form for Properties and create a related records list that will allow you to view the appropriate iCal events.
01:03Making connections between the different libraries of information in your Bento database can make much more useful forms,
01:09allowing 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,
00:03and it's called a related record list fields.
00:06By adding a related record list field to an existing form we can show data from another library,
00:12and we can also only show related records from the library.
00:15For example in our Properties library, let.s say that we want to be able to view rental activity that's currently stored
00:21in iCal Events
00:22as well as some of the tasks that are related to that rental,
00:26currently shown in iCal Tasks.
00:29In this case let's say we want to create a new form just to display this related record data. So in order to create a new form, we'll
00:34first select the Property library, hit the plus sign,
00:39we'll call it Rental Activity.
00:41And we'll want to drag a couple of initial fields on here, like Property Name.
00:46We can even go into Customize
00:50and open that information up and let's maybe add Description as well. OK, so now we've got a little bit of information
00:56about each property so we know what property it is when we're on the form and now we want to do is create a little bit of a
01:01dashboard here. So by looking at one single form we want to be able to view it not only information about the property
01:07itself but also all of it's related rental history, as well as all the related rental tasks. So to do that, what
01:13we're going do is create something that's called a related record list field.
01:17We can do that by going under the Fields list and clicking on Add a field.
01:22When your Create a Field window pops up, what you are choosing is the Related Records List option. That's the type of
01:28field that we want to choose. So in this case we're going to name it
01:33Rentals and the third option is to select the data source. So in this case, all of our rentals happen to be
01:40stored on our iCal counter so we're going to choose iCal Events
01:44and we're going to hit Create and Continue, which shows us that we created the field Rentals and the reason we're continuing is
01:49because we want to do one more field called Rental Tasks.
01:55And this time we're going to choose a different source for the data.
01:58You see that the iCal Events is already grayed out, and that's because Bento knows that it's already created a related list
02:04field between Properties and iCal Events so we don't need to create another one. So now we're going to choose from a
02:09different source. It's going to be between properties,
02:12which is the selected form that we're on and iCal Tasks, in this case.
02:17We hit Create,
02:18and we see both of those show up inside of our Field list. So now we drag them over just like we would a field, we notice
02:25that little mini tables are created in the areas where we selected to have our field show.
02:29I'm going to put in Rental Tasks as well.
02:33And now in both of these cases we can now add and then work with related data from other libraries all on one form.
02:39So first let's get into our form view
02:43and now you see that we've got inside of iCal Events, let me flip over there for second, we see that we've got some events
02:49that are specific to certain properties. See this group here's for the Freed House and these are from Lily, Mountain Village and so on.
02:56Same thing with tasks.
02:58So inside Property we want that related information to show up inside these related Field lists.
03:03So way that we add that is first we get to the field that we want to be on, in this case Telerate mountain sunset house.
03:08And you see we've got a couple different options on the bottom left corner of each related Field list. The first one is
03:13Adding related records from a list or Adding- or Removing a related record.
03:18In this case, we want to add related records from another library so will click on this button
03:24and the iCal Events library window pops up
03:28and we see now we're going to look for the Mountain Village
03:32items and hit Add To List and you see that those get added to our related Field list, but also we can click on these if
03:38we'd like, by holding down the Shift key, so we can do multiple selections. We can even drag it from this window into the
03:44appropriate Field list.
03:47Now these values are going to change depending on which record we're viewing in our form. So, for example, now we've got Lily's Loft.
03:54And I can go in and I can pick
03:56all the Lily Rentals, holding down the Shift key and then dragging those and then also Send the Lily Rental Maps,
04:03holding down the Shift key and dragging down those.
04:06And we do that one last time for the Colorado Freed House.
04:10So here's all our Freed House. Hold on the Shift key and either hit Add To List or drag it into that table.
04:16So not only do we have the ability now to look at property information on a form but also see any of the related rental
04:22information. You see that changes as we go from property to property.
04:26I can also view information from yet a third library, in this case, the Rental Tasks.
04:32So we've got Telluride Mountain.
04:34Add that to list.
04:37And we'll do the Lily's.
04:43Add to list.
04:45And so now you see that we've created essentially a dashboard here that allows us to view information that's not only
04:50from other libraries within our Bento application but other applications on our computer.
04:56So to demonstrate that if we go into the Telluride Mountain Sunset House, we have the ability to create a related
05:03rental record thus a record inside iCal Events by hitting this button here.
05:08You see that gives us a blank record
05:11that we'll call Test Rental.
05:14And we choose the date.
05:19For the start date.
05:22And scroll over and choose a date for the end date.
05:27And we can even choose the calendar that it appears on.
05:30And now when we go View, iCal,
05:35we see that we've got a rental here.
05:37And if we right-click on that and choose Get Info, we see that it starts on the ninth, ends on the 13th
05:42and it took over the name of Test Rental and if we happen to go into iCal now and delete that,
05:48we'll notice- back in Bento-
05:53that our Test Rental no longer appears. And we can do the same thing and delete them by selecting the item inside the
05:59related list field and hitting the minus button which will remove the selected related record.
06:04It will actually delete the selective related record. This doesn't operate like a collection but instead it operates
06:09like actual fields on a form.
06:11A related record list like these that you see on this form will allow you to link two or possibly even more libraries all onto
06:17one form so Bento's going to provide you with an easy way to link data between libraries.
06:22These links will allow you to view data from all libraries all at once into one single form.
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Managing Related Records lists
00:00You can use a related record list to display records that are related to the current record you're viewing
00:05and these related records that you're viewing are from another library or collection. So for example, you see here in our
00:10Rental Activity form, which is based on the Properties library,
00:14we have two related record list fields, one that displays Rentals that are coming out of iCal Events and one that
00:20displays of Rental Tasks that are coming out of iCal Tasks.
00:24In both of these cases we see that the values that appear in those fields change as we go from form to form and the reason
00:30for that is because there are different related records based on whatever the parent form is each time.
00:35You'll notice that these look a lot like table views and really that's probably the best way to wrap your head around this.
00:40Inside of a form view, you can place a table view from another library and in the case of viewing these other libraries,
00:48one of the things that you might notice is that when you create a related records list on a form,
00:52it's going to inherit and use the fields that are currently displayed in the table view of that source library.
00:57So when I first dropped Rentals as a related list field- you see I have Title, Start Date, End Date, Calendar and Repeats
01:04and if we go into the table view of Events,
01:08I have Title, Start Date, End Date, Calendar and Repeats.
01:13So we have some tools that are available to us that allow us to change these so that they only look a certain way inside this
01:19form view and we don't have to adopt what they look like inside the corresponding table view. So first off, what we
01:25can do is manage the columns themselves.
01:27When you add the list you may or may not see any columns in there. If your table view doesn't have any columns in it for some reason,
01:32you're not going to see any columns here, but as you see we've adopted the same column headings as table view.
01:37We can change the different fields that show up in here. So you see our Field list when we're working with the form
01:43lists all the different fields that are defined for the chosen library. However, if you look real close, if you click
01:49inside of the related list field when you're in the regular form mode
01:53or even if you click on it
01:55when you're inside the Customize mode, you'll notice that it changes to the Field list for the related library and in this
02:02case it takes on the same format as what your Field list looks like when you're viewing something in table view.
02:07So in either one of these views- we'll just go back to the regular form view- we can decide which fields are going to show up here.
02:13So let's say that we've don't find it necessary to have the calendar that shows up on here
02:18and uncheck Calendar and Repeats.
02:23And now we've got Title, Start Date
02:27and End Date, which seems sufficient for right now. So I click outside there and those are committed.
02:32And the other thing you'll notice when you go back into iCal Events is that this has remain unchanged. So even though this is used as
02:37the starting point for our related list field, there's no relationship between the table from a library and the table
02:43represented in a related list field.
02:45The other thing that you can do when you're in this mode is sort the fields inside this view.
02:50You notice that you can scroll from the left and the right and also from the top to bottom, which gives you essentially
02:54unlimited amounts of records in here and when you have larger amounts of records you might want to view them in different sort orders.
02:59So for example in the Title,
03:01just like in table view I can click on the header to either sort in acsending or descending fashion.
03:07Same is true for Start Date
03:09and End Date.
03:11So any column header that I click on will serve as the sort order.
03:15Additionally, you may need to change the widths of the columns and much like you manage these inside of the table view,
03:21if you see when you hover over the column edges,
03:24you can move these all the way over
03:26and take your data in to one view without having users having scroll to the left or right, for example. This way you can fit
03:35more fields in the same area, if you'd like.
03:39So all the same tools that you use when you're inside table view work for you here when you're inside the related list view.
03:45And so one little tip here. If you hold down your cursor on the column head and you'll notice it changes to a hand.
03:52Hold down for second- there you see a change.
03:54And now you can move these around as you see fit,
03:58and you see the same is true when we change these also.
04:04So really the same discipline that you got used to you when you're
04:07managing your table view, the same concepts apply here when you're managing the way that your data books inside of a related list field.
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8. Using Fields
Understanding fields
00:00Bento provides a wide variety of field types to store different kinds information that you use in your daily life. In Bento,
00:06you can choose from many different field types to track things like property name,
00:11addresses,
00:12phone numbers,
00:13text descriptions,
00:15URL lists,
00:16countless other types of fields and information that you can store. This chapter describes the purpose of field types,
00:22how to create and modify fields,
00:24how to use the fields in the Field lists, either in table view
00:28or in form view,
00:29and how to work with list fields.
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Reviewing field types
00:00course we've seen where we did fees or rental rates, those are all numeric values and those will affect how things are
00:00Bento provides a wide variety of field types to store the kind of information that you use in your daily life.
00:05For example, on screen you see we've got property name, phone number and address, that type of thing. In Bento you can choose
00:12from many different field types in order to build these fields in your Bento application.
00:16Becoming familiar first with the types of fields that are available to you is the first step in making decisions on
00:21which ones to use.
00:23Bento offers 20 different field types. We've looked already at some where we've used text field types, like for instance
00:29property type and the various different things like notes and descriptions. Those are commonly used for types. Number of
00:41summarized in table view as well.
00:43Choice allows you to create pop-up menus so you can choose from different values. A check box is an on or off type
00:49checkbox option and we'll look at media and file lists in later movies.
00:53Time, date fields are pretty self explanatory. We'll also look at duration and calculation in later movies as well.
01:00Currency of course allows you to store in format values based on money and there's kind of a handy little feature in here called
01:06the rating field type, which gives a number of stars that you can assigned much like you have in your favorites inside
01:12of iTunes.
01:13Address and phone number
01:15will store all parts of a single street address. You should note that address actually can include as a group, street,
01:22address 1, address 2, city, state and Zip and country altogether as one group.
01:27Same thing the phone number, the type and the phone number itself. E-mail addresses and URLs all have actionable
01:34functionality based on them. You can launch e-mail addresses or URLs, which we'll cover later movies, and you have IM
01:40accounts and there's a couple notes at you should be aware of. Text fields can store up to about 2 GB of information.
01:46What you really want to do here's plan a little bit ahead, figure out what kinds of information you're going to store,
01:50and then find the field type at best suit it before you go ahead and start creating those field types.
01:55This will put that choice in your hands and make sure that you're picking the right field type before you start building
02:00things in Bento.
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Creating fields
00:00Bento provides a wide variety of the field types to store the kinds of information that you use in your daily life. You can
00:06use these field types to create fields to help you store this information inside your Bento application.
00:11Let's take a look at how we create fields.
00:13First what we'll probably want to do since we'll just dealing with the Records area and the Fields list is we can go ahead down
00:19in the bottom right-hand corner
00:21and just show the Records area and Fields list. Since we're just going to work with one single library we can hide our source list.
00:27So to create a field,
00:29you'll first select the library that you want to create your field in, which we've done already, and then you go into your Fields list and
00:35choose the plus button.
00:37Up on screen will pop the Create a Field window and the first thing that you see that you do use choose a field type.
00:43There are various different fields types that you can choose from
00:46and in this case we're going to explore couple of them. We've worked with a lot of different text fields in some of the
00:51previous examples and you see a lot of them on screen in the Bento application right now. Number fields are pretty
00:56self-explanatory but let's look at a choice field.
00:59I've selected Choice field and we're going to create a field that's called Rental Type.
01:05And you see here inside a choice field not only do you name the field, but you also get to choose options that the viewer
01:11will see when they click into the field. So this is kind of like a drop-down list of different options that they can choose from.
01:16So here we'll say Rental Type,
01:18and we can add a couple of those values. For instance, we have Vacation,
01:24Seasonal,
01:26and let's say Monthly.
01:29And now when we create this field, we'll say Create,
01:33and we'll see that this field has now been added to our Fields list. So let's take a look at what this look like.
01:39If we go in to Customize
01:42and say we shrink up our Address List just a tad bit,
01:45and we're going to drop in Rental Type.
01:49And let's see what Rental Type looks like when we look at it in the form.
01:52Now when either a user clicks into this with their mouse or tabs into it from a previous field, you see that they can
01:56choose from one of the different values that we've added when we set up the field.
02:01And this is called a choice field. Mow, although Bento does not automatically sort the items in a choice field,
02:06it doesn't offer any automatic way to resort the list,
02:09but it is possible to simply drag and drop the items to the list in a new position when you go inside you field. So you can select a
02:14field in your Field list,
02:17hit Edit,
02:19and then I can just drag these values around, should I want to change that and hit OK. And we'll see those reflected
02:24differently on the form when we select the form as well. Let's try creating another field. We'll go back into the Fields list.
02:30This time we're going to use something that's called a checkbox field, which is the next option down in the types,
02:36and this one we're going to call Permits on File.
02:40And this one just simply means we either have a permit on file for this property or we don't.
02:45And this is how it looks on screen. We hit Create,
02:47and we see the newly added field shows up in our Field list.
02:51Drag that
02:52onto the area in our form that we deem appropriate and now you see it's just a single checkbox that allows you to to check, yep,
02:58this permit is on file, yes it is. Or it's not. Either true or falls.
03:02Now let's take a look at another type of field.
03:06If you scroll down here little bit further,
03:08you see we've got automatic counter,
03:10and this is one that will serialize a unique value giving us like an ID field for every record that's created in our library.
03:18So here we'll call this one Property ID,
03:22and we can set options for what the next value's going to be and how to increment it.
03:27I hit Create
03:28and if I drop Property ID,
03:31you see now that each record in the library now has its own unique ID inside that field because we've used the automatic counter.
03:40Another area where we can always look for more fields, if we look at these large description areas we have here
03:45something for rates. If we go in to Customize
03:49and open up that field a little bit larger, we see that there are other values that are stored inside this text field.
03:54Sometimes when you see that you might think this is probably a good place for me to create new fields. So the first thing
04:00I see is, what would the nightly rates be?
04:03So why don't we put a field in there for nightly rate? And when we think about nightly rate,
04:07What value are we going to have inside the field? Well it will be a numerical values so we'll select Number as the type.
04:16And we can say Nightly
04:19and hit Create.
04:21And if we drag that in down here,
04:25we now in a field where users can take information out of this field and put it in its own compartmentalized field down below.
04:31And finally to introduce you to one very unique type of field within Bento,
04:35the Rating field.
04:36In this case, we can call it Rating. It's a lot like your favorites in your iTunes and we can pick the values. One through ten,
04:43one through five. This one we'll leave one to five and when we hit Create
04:47and drag that field onto the layout,
04:53what I'm doing is clicking and dragging on these so it allows the user to assign a rating to either a property that you
04:58visited. You can just do a drag and give it a five star rating if you wish, and you can give a different rating for each record in
05:04your library.
05:05So Bento gives you a lot of different field types that you can mix and match to help you find places to store
05:11information that you use in your daily life right inside your Bento application.
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Using Email and URL fields
00:00Bento has special formatting for two types of fields when they are placed in the form. Those types of fields are the E-mail
00:06field and a URL field.
00:08You see the getting example of each on the Property Details form.
00:12For example, down here in the E-mail Address List field next to the button for deleting an e-mail address from the list and
00:19adding an e-mail to a list is a button for sending an e-mail to this address.
00:23What I press this button, the value that's inside this field
00:27will be added to the TO field inside of a new mail message.
00:31Now Bento will automatically send this instruction to whatever your default e-mail application is.
00:36In this case it happens to be Mail but if you're using something like Entourage, it will author a new mail message in Entourage
00:41for you as well.
00:44Also, in a URL field you'll see that there's a button
00:48that says Open this address.
00:49When this button is pressed, Bento will load the web address in the field inside of your Safari browser.
00:55In addition to providing connectivity between Bento and Address Book and iCal, Bento can also extend functionality out
01:02to your default e-mail application and your Safari browser.
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Understanding list fields
00:00When you create address, phone number, e-mail address, URL or IM account fields
00:06Bento will create an associated list field that lets you store multiple addresses, phone numbers and so on for just one record.
00:13You see that in our database we've got a couple examples of these.
00:17Inside the Property Details form, you see that we've got an E-mail Address List field and a URL List field.
00:23The difference between these list fields is they will allow you to contain more than just one value. For example, if I hit
00:30the button for Add an e-mail addres,
00:33you'll note that it creates another space for me to add an e-mail address.
00:39Where the user can type information right into the field. And as the more you create these fields, you'll notice that
00:47you get an automatic scrollbar. Sometimes it might be a good idea for you to go into Customize mode and if you're planning on
00:54adding several e-mail addresses,
00:56open up that space just a tad bit more.
01:00Otherwise, you'll automatically get a scroll each time.
01:02Not only that but any time there's a list field, there's also a type field that's automatically added.
01:08So in this case, you see we can have work, home, other or multiple of each if necessary.
01:13You see here that we've got a URL List field, which operates in the same manner.
01:23We can have different types of URLs. What you're doing here is creating multiple field entries for the data that you defined in
01:29the original field.
01:31A couple things to make sure you're aware of when you're using list fields are that you can import and export values that
01:36are stored in regular fields. For example, Cleaning Fee,
01:39but you cannot import or export values that are stored in list fields. You can also see list fields for the Records
01:45area in form view.
01:47But if you attempted to add a list field to a table view, you won't be able to see it.
01:52However, when using list fields inside form view, it provides you a nice compact way to store multiple values for just
01:58one field that you've defined within your form.
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9. Using File List Fields
Understanding file list fields
00:01Bento has a very interesting feature
00:03called a file list field.
00:05It allows you to keep track of related files and data inside of your Bento database records.
00:10You might use one of these file lists to store a list of aliases to files or folders on your computer
00:15and each one of these aliases will contain a path to a specific file or folder in a specific location on your hard drive.
00:21So one more way that you can integrate not only other applications into Bento but in this case, other documents
00:27possibly created by other applications.
00:29Let's take a look at how you would add a file list field to your form.
00:33First you have to create the file list field itself. You can that by selecting the library that you want. We're going to stick with Properties.
00:41And then going to the Field list,
00:44hitting the new button and under the field type, you're going to choose file list.
00:49In this case what we're going to do is we're going to create a file list field that's going to store
00:53all of the documents that pertain to our properties, things like contract PDFs,
00:58to do lists, that type of thing.
01:00So we'll just call our new file list field Documents.
01:04We hit Create
01:05and then we see documents shows up in our Field list
01:09and like any other field we'll drag that into an area on our form and we see that it looks a lot like a related Field list.
01:16It takes on those table properties
01:19with sortable headers and such, but in this case because it's a document,
01:23we've got a name, a kind of document and where it might be located, which is going to be the path.
01:29So once we have these file list fields created and then placed onto our forms, we can then use the operators below.
01:36You see we've got Adding a file,
01:38Removing a file,
01:40Opening the selected file and Showing in Finder.
01:42So let's take look at adding some files
01:45So in this case we've got a property for the Telluride Mountain Sunset House and you click on the button to Add a file alias.
01:51Up pops your Finder window and if you want to navigate over to your using file list fields exercise folder,
01:59we can select
02:01the document called Mountain Contract and if we hold down the Shift key we can choose Property Inspection Checklist and
02:07Property Management Fees and hit Select.
02:09And now you see that three documents have been associated with this record. If we go to the next record,
02:15which is Lily's Loft,
02:17we can go into the same exercise folder and choose all four of these contracts and hit Select.
02:23Now in this case we happened to grab the Mountain Contract
02:26so we'll hit the minus button
02:28to remove that from the list.
02:30Now that we've added these files we see that we've got
02:33the Name field and just like in a related Field list or in a table,
02:38I can give myself more room by clicking on the header for even clicking on it to sort
02:43or moving it to resize these values.
02:45And if I hold it down it'll turn into a hand,
02:48which will allow me to rearrange the different column headers. But you see here by default what we're storing is the name of
02:54the document, in these cases PDF documents,
02:57and also the path to those documents
03:00as well as the kind of document that we have here.
03:02Now,
03:03in addition to being able to store files and choose multiple files at a time I can also choose a folder.
03:10So here you see I've choosen the entire 09 Using file list fields exercise folder,
03:15which then stores this alias saying that it's a folder as you see here,
03:20instead of a PDF document.
03:22What this allows you to do is to use Bento to create a database to manage all those different documents that might
03:28currently be scattered all over your operating system.
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Opening files stored in file list fields
00:01You can use a file list field in Bento to store a list of aliases or files or folders that are on your computer.
00:06You can quickly open these files or applications that are stored inside file list fields like the one you see here for Documents
00:13and all you can do is click on the document row.
00:16Let's say Mountain Contact and you'll see that there's an option for either showing inside Finder or opening the selected
00:22file alias.
00:23In this case, let's open up the selected file,
00:25and it's a PDF file so it's going to open up in a PDF reading application, in this case Preview.
00:31So we see it automatically goes from Bento,
00:35finds the file, opens up the file in whatever reading application,
00:41and additionally, if you don't one open it, you just want to locate the file you can choose the locate in Finder option,
00:49which opens up your Finder and automatically finds that file for you.
00:52Now you should keep in mind that if you move or rename a file or folder
00:56that the alias here refers to,
00:58then that aliases is going to be broken. So if you try to open the file or folder.
01:02You might need to navigate to it or remove it from the alias list or add it again.
01:07And you should be aware that you can store in PDF files, QuickTime movies, OS X Preview, QuickTime player applications if
01:14you want to or even an entire folder.
01:16So you can use your Bento application as a document management system by simply defining
01:22a file list field or file list fields and incorporating them into your forms.
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10. Working with Media Fields
Understanding media fields
00:00In Bento, you can store many types of sound, image or movie files inside something that's called a media field.
00:07These include JPEGs, QuickTimes and even MP3 files. In order to be able to store of these assets inside of your Bento database,
00:14you first need to create a media field to contain them.
00:17So in our example file we'll go into
00:20the Rental Activity form, which is based on the Properties library and here's our Field list for Properties.
00:25So what we'll need to do is add a new field
00:28by hitting the Add a field button,
00:30and in this case we're going to choose the option for Media,
00:34because we won a stored either a picture, a movie, a sound file inside this database record. Keep in mind though that only
00:40one file at a time can be stored inside of a media field.
00:43So if we want have a video clip
00:45on our record and an image we'll need to create separate media fields for them.
00:50So in this case, we'll call it Media
00:53and hit Create.
00:55And now we see it in our Fields list for the Properties library.
00:59And of course with any field that we see in the Properties library we can then drag that onto one of our forms and let's
01:04drag into the area that we see here in column number two.
01:07Immediately you'll see that a media field takes on a different look than the other fields.
01:12One thing you can do is go into Customize and resize your media field
01:17by clicking on the corner or dragging the left and right area.
01:21And we'll give this a nice, large space within the form.
01:25So in upcoming movies we're going to take a look at adding images, movies and sound files to our existing media field.
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Adding images to a media field
00:01Media fields in Bento allow you to store sound, image or movie files
00:05right inside your database record.
00:07To do this, you create a Media field which we have created here. This one's called Media. And then place it on a form
00:12that's based on one of your libraries.
00:14In this case we're basing it on library of properties,
00:17and we've resized the Media field
00:19so that we can see larger images.
00:21Now in order to add any kind of media to Media field, you just click inside the area that's currently empty
00:27and you see you have two different options. You can add media
00:30or you can take a photo.
00:32So let's take a picture.
00:33If your computer has an internal or external iSight camera you can take pictures with it and use them inside your forms.
00:40When you click on the take a picture, up pops either the recent photos that you've taken with your iSight
00:45or allows you to take a new picture. Here's a picture that was recently taken.
00:49and we'll hit Set and we see now that the image appears inside of our Media field.
00:53But in this case, we've got a property here
00:56and we really don't need a picture of a person inside this Media field.
01:00How about we click inside the field,
01:02and once we're clicked inside the field, we can actually hit our Delete key,
01:06which will remove the image.
01:07And now clicking back into the field will allow us to use the other option,
01:11which is Choose a picture, movie or sound file.
01:14This'll pop up our Finder
01:16and allow us to choose from any type of QuickTime, JPEG or MP3 file anywhere found on our machine.
01:23Here we're going to choose the mountain.JPG.
01:27The image now appears inside of our Media list field.
01:31One thing you can do once your image is inside the field when you click inside of a media list that already contains an image,
01:36you see that she have some positioning options.
01:39First of which is to view the image at its largest size or to fit the frame.
01:43And when images are larger than the area that you allow, you can also use this slider to position it and then crop that appropriately.
01:50In addition to using be add media from either taking photo from iSight
01:55or from a file,
01:56you can also drag images into your Media list fields so that they can be displayed.
02:01Now a Media field can be used to store images, movies or sound files,
02:05and the default behavior is that when you either drag and drop one of these files or insert one of these files into a
02:10Media field you're actually storing a copy of the actual file into your Bento database. Now, obviously this can lead to the
02:15database becoming very large, very quickly. So an alternative is to hold down the Option key when you drag a file into a
02:22Media field. Now what this is going to do is store the file's alias
02:26or a link to the file rather than the file itself.
02:28And that's actually advantageous for you. It acts more like a file list in a case, it stores a path to file as long as that file
02:34stays in that same location and the name doesn't change.
02:37The reason it works so much better is because this is only storing a piece of data, which is about 4 K in size,
02:43which is almost insignificant in the size of the database,
02:45rather than a huge image which could be any number of different sizes. So just an alternative for storing media inside of
02:51a Media list field.
02:53So Bento allows you to not only store images by either dragging and dropping or inserting for using your iSight camera
02:59but then position them appropriately inside a Media list field so that they can be displayed as part of your database record.
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Adding movie or sound files
00:01When you create a Media list field and add one to your form, Bento allows you to store sound, image or movie files in that Media field.
00:09This includes JPEGs, QuickTimes or even MP3 files.
00:12In this record we're storing a image file in the Media field. If we go to another record and click inside the empty Media field,
00:19you'll see that in addition to images, we can also add QuickTime movies.
00:24And when you add a QuickTime movie to a Media field,
00:27you'll notice that you have a play bar on the bottom of the movie. By clicking the play bar, you see that you can watch the
00:32movie in its entirety right inside your Bento form.
00:35This makes Bento a very unique asset management tool or it even lets you put your favorite movie clips inside of a
00:41form and save data about them inside the different fields and in addition to just movies-
00:47If we go to another blank record, click inside that record,
00:51I can also store sound files. This happens to be just a sound file that saved as QuickTime.
00:56This could be an MP3 file that you can also store inside your Media field
01:00and the same thing is true here.
01:02You see a play bar on the bottom and when you click it it'll play the audio back for you.
01:05Now, if you know that you're just going to be creating a Media field just to store a sound file, you might want to just
01:10make it only the size of the play bar since there isn't anything else it's going to show except for the sound icon.
01:15Another thing that you should be aware of this that sound files and movie files that were purchased off of the iTunes
01:20store can be inserted into a Media field.
01:23You just have to be aware that you may have to enter the account name and password for the count that was used to purchase the file
01:28in order to be able to the play those back.
01:30So you can use Bento to store favorite clips, your favorite songs, your favorite sounds or your home movies and create
01:36database records to support all those, all inside your Bento application.
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Exporting images
00:01Media fields inside your Bento application allow you to store either sound, movie or image files right inside your database records.
00:08This allows you to use Bento as an asset management tool,
00:11and at the same time you have the ability to extract at media out of Bento and save it to other locations on your computer.
00:17For example, if you're in a record, like in this record here for the Telluride Mountain Sunset House,
00:22that contains an image you can just click inside of a Media list field and you see that since there is an image inside
00:28of the field, you get an image settings dialog that pops up.
00:32Over here on the left hand side we see that there's a Save as, which when pressed,
00:36allows us to save this picture into a location on our machine.
00:42Now you'll notice if you have a movie or sound file stored inside Media field,
00:47When you click inside the field, it doesn't pop up any image settings of course, but if you Ctrl-click or right-click,
00:54you'll see that you can use the Save as option
00:57to also save that movie or sound file to your desktop.
01:01With the ability to store media inside of database records,
01:04and extract media out of database records,
01:07Bento can become an excellent asset management tool for you.
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11. Using Calculation Fields
Understanding calculation fields
00:00Bento allows you to create different fields based on your libraries.
00:05In previous movies we've covered the different field types.
00:09For example, text fields as you see in Property Name,
00:13number fields like you see in Cleaning Fee and
00:16even things like file lists and related record lists. For example, the file list that we see here managing our documents.
00:23Most of these field types are for entering and storing data but there's a very unique field type called a calculation
00:30that allows you to bring data in from other fields as well as other values to create new values inside a calculation field.
00:37In order to be able to determine when calculations will be useful for you first need to become familiar with the
00:43Calculation dialog window.
00:45Unlike the other field types, you see that the Calculation dialog window actually provides you with the workspace to
00:51author the formula for your calculation.
00:54You'll notice, like other fields,
00:56first you will name the field, but in the Specify Calculation area you'll notice the differences.
01:01First you see you've got a list of available fields,
01:04and also note that available fields come from either list fields,
01:08as you see here with Address.
01:10If you happen to have related fields defined within your library, you'll note that you can use those as well.
01:15They're indented under the related Field list name.
01:19Picking any one of these fields you can then press the Insert button which allows you to move it into your Calculation workspace.
01:27You also have a series of mathematical operators like adding, subtracting, multiplying and dividing that allow you to create
01:33mathematical calculations based on either values that you're adding into your calculation workspace or other fields from
01:39your library.
01:41In addition, you'll see that
01:42Bento provides you with a Today and then a Now button. Today is useful when calculating durations, which we'll cover in
01:49one of our movies.
01:51Today represents the current calendar date and it's very useful in calculating durations, which we'll cover in one of our examples.
01:56Now does the current time, which is also useful in calculating durations within a certain day.
02:02Value allows you to insert placeholders like text strings
02:06or numerical values, either in the form of a straight number or percentage or currency, which might be useful
02:12depending on the context of the type of calculation that you're creating.
02:16Finally after you've authored your calculation formula,
02:19you'll then have to choose the format of the output of your calculation. You see your options there are Text, Number, Currency
02:25Duration, Date or Time.
02:27We'll look at a couple of examples of these in an upcoming movie.
02:31Depending on the type of output that you select you'll see that you have different options
02:36within those outputs. Dates you can display them in certain forms, durations as well, currency and numbers give you things
02:44like thousands separator options and options on how to highlight negative numbers.
02:50Once you become familiar with this dialog, it will give you a better idea of what's possible when you create calculation fields.
02:56In the upcoming videos, we'll show several examples of calculations that you might be able use within your own Bento application.
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Merging fields
00:00Sometimes in Bento you may want to combine values from different fields together into one single field.
00:06It may be more visually appealing on your form or maybe you just have values that are in fields that are in different
00:11forms that you want to combine together into one place.
00:14You can use a calculation to merge these fields together.
00:17So for example, we've got some fields. Manager First-
00:21let's put that on our layout.
00:23And Manager Last.
00:26So let's say we put some values in these fields.
00:35But instead of having them separated as first name and last name, let's say we would rather just have them in Manager Name.
00:42So we can create a calculation
00:44in order to combine those fields together.
00:47So first we'll need to create a field. We'll go to the bottom of our Fields list, hit the Add Field button
00:52and we'll choose Calculation.
00:54You see that our other options disappear. We have the Continue button that allows us to get into the Calculation dialog window.
01:00So we'll name the field first.
01:06And now we have to choose which fields we're working with.
01:09So in this case, we want to a merge together Manager First and Manager Last.
01:14So let's put Manager First in our window.
01:17We can do that by selecting the field and hitting the Insert button. Now in Bento,
01:23in order to either combine different values together or different fields you'll use the plus sign.
01:30So since if we just did Manager First
01:32plus Manager Last, let's look at what we'd actually get in that case.
01:39If we resulted that in text, we'd get all this information jammed together into one big word. So instead what we'd like to do
01:46is actually add a string value
01:49that we'll choose from our Value drop-down list. And instead of the words string
01:55we're going to put a space in there.
01:59And we're going to add that space
02:02to the beginning
02:04of Manager Last. So now you see what our results will look, are the first name, space and last name. Exactly what we want
02:11to have on our layout. It's important too to make sure you're picking the right format for the options, for the output
02:17because if we outputted this as a number, it would just give us zero, currency, date, time and so on. So you got to make
02:24sure before you close out or create your field that you've chosen the right options. So we'll go ahead and hit Create.
02:31And now we'll go into Customize,
02:33and we can select our fields and hit Delete.
02:35to remove them.
02:38While the value inside the field is still maintained.
02:41Now we'll choose our new field Manager Name
02:45and go back into the form and we see now that those two
02:49values have been combined together into one name. Note that because it's a calculation, in order to edit the values you'd
02:55need to edit them in the original source fields in order for it to show up in your calculation.
02:59Using the merge capabilities inside the calculation fields in Bento allows you to take values from other fields and
03:06combine them together in one place.
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Calculating ages
00:00A very useful calculation inside Bento is the ability to calculate ages.
00:05In this example we're going to calculate the age of individuals in our Address Book based off of their birth date.
00:12First let's navigate over to the Address Book library,
00:16and now we're going to add a field. We've already got a field in here called Birthday, by the way.
00:21And we're going to do is now add a field that will automatically calculate age. So this way, we don't have to type in
00:26an age for each individual. We can let Bento calculate it and do that dynamically on the fly, thus taking the value from
00:33Birthday and giving us back an age.
00:36So to do this we'll create a new field.
00:39Choosing Calculation as the type.
00:42We'll hit Continue and let's call this field Age. Now, what we're actually going to do here is we're going to subtract one date
00:49from another date and this is where we're going to use the operator, which is the Today button.
00:54Clicking the Today button will actually represent today's date. So in this calculation we want to figure out from today's date,
01:01how many years have elapsed since the date found in the Birthday field. So I could simply say Today
01:07and then subtract
01:09and move the Birthday field over and we'd think, okay, this gives us a number value. Well, let's look down below here.
01:16We happen to see that we're getting a preview of our results. This gives us a very significantly high number and
01:22as disconcerting as this might be this is not actually the age of the individual whose address record that we're on.
01:30What this is is a number of seconds that have elapsed since the person's birthday
01:35to the current day.
01:37So what we want to do is translate this into the number of years. So first what we have to do-
01:43we'll type in separators so the values inside here will represent this number. So now what do we do to this number
01:52to try to get it to turn into number of years?
01:57We're going to divide it by another formula.
02:00So this is a useful formula. If you want to make note of this, you can use it in your own calculations. It'll translate
02:05seconds into days. Because as you note here, if you're doing any kind of calculation value between two dates, in this case
02:12today and birthday, it's always going to result in seconds.
02:16So it's the number of seconds that have elapsed in between those two days. And then using some iteration of the formula
02:22I'm about to show you, you can translate that into years or weeks or hours or whatever you might want to do.
02:28So the formula that we're going to create is going to use several different values.
02:32So we can insert a value and change it from 100 to the number we want to use, which is 60.
02:3760 represents seconds.
02:40So we'll multiply 60,
02:43for seconds, times 60 representing minutes
02:49times number of hours in a day. So we've got 60
02:55seconds in a minute, 60 minutes in an hour, and how many hours do we have in a day?
03:0024.
03:03And then how many days do we have in a year?
03:06And we will use 365.25
03:12as our value.
03:15And then we'll wrap that. And now we see that our result is changed to the number 38. So instead of being over a million seconds old,
03:21we've taken this value that was in seconds and turn it into the
03:25number of years and we see that we've got 38 years, which is the desired outcome for this calculation. Feel free to use this
03:33formula in calculating ages or any other kind of duration where you need to change these seconds into the number of years.
03:39Of course we can do days by just chopping off this portion of it or hours or seconds or depending on how far we want
03:46to translate those seconds.
03:48So that's a helpful note to know that when you're doing calculations with dates that they will result in seconds and
03:54this may be something that you want add to your own Address Book or this could be a duration that you use between two
03:59dates somewhere else within your Bento application.
04:02Now we hit Create,
04:04and we see that our Age field shows up in our Field list. We can drag it onto our layout,
04:09and there we have Age.
04:12So this may be a formula that you want add to your own Address Book library or you can use different iterations of this
04:18in any other type of libraries, thus converting seconds into years.
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Calculating duration
00:00Calculating durations might be useful for you inside your Bento application. For example,
00:06if we look in our Properties database, each one of the properties has rental activity.
00:13It might be useful for us to store how many days have elapsed between when the rental started and when it ended. Now of course
00:19we can just create another field and calculate those numbers on our own or we can create a Calculation field to do that for us.
00:26For example, if we go into the Events,
00:28we can add a field here for the number of days that have elapsed.
00:32So what we do is we go into the library, in this case iCal Events,
00:36we then choose to add another field,
00:38clicking on the New Field button.
00:40Select Calculation,
00:42and then Continue.
00:43We'll call this one Duration of Stay.
00:49Now in this case,
00:51what we need to do is take the end date of the stay
00:55and subtract from that the start date.
00:59And we'll notice that there's a couple different ways of looking at this. We can look at it as text.
01:05A number, which gives us the number of seconds that we can convert,
01:10or the duration.
01:12Now you'll notice that Bento has an output option that's called
01:15Duration that gives you weeks, hours, minutes and seconds. This may be useful information for you if you're determining a
01:22duration but in the case of a duration of stay in a rental, all we're really interested in is the number of days.
01:29So instead of using the Duration output, we can go to Number
01:32and then just translate these seconds into days.
01:35So in order to do that,
01:40we can put separators around this value,
01:45and we can say divided by
01:5160
01:53times
01:5860
02:01times- so that 60 seconds times 60 minutes and since we're trying to determine days, we can now put in
02:07the number of days.
02:11And we'll wrap that all together into one value, and we see now that it outputs a number of eight days.
02:18Of course if we looked at that in durations it's evaluating that as seconds. So in this case we're choosing to output as a
02:24number and we're getting a nice clean number of the number of days for this duration of stay, which is exactly what we're
02:29looking for in this case.
02:31So we hit Create,
02:34and now we see that our Duration of Stay field appears on our list so we can, let's say, remove Repeats.
02:43And we can add Duration of Stay,
02:46as you see here in this column.
02:48So in the relevant areas,
02:50we notice that we've got Duration of Stay for each rental and we can even go into Properties if we like. Go into Rental Activity.
03:00And we can show the Duration of Stay field,
03:05and even sort by those values.
03:08So we can see that this can be a very useful
03:10piece of information, either on our table view and our form view or even inside related list fields.
03:17So calculating duration can be very helpful even in your own Bento application.
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Displaying summary information in the Parent Library
00:00to calculate it by hand and instead Bento will do that for us automatically. One thing that's really important to note here is
00:00Another trick worth knowing is that once you've added a related records list, much like our Rentals or Rental Tasks related
00:07record lists in this example, you can perform calculations on it, which means that you can display summary information in
00:14the related record lists.
00:16So in this case, what we would do is define a calculation field that can summarize some of these values. So let's look at a couple of
00:23examples of those.
00:24So we're actually inside the Properties library at this point
00:27and we're going to create another field.
00:30And this field is going to be called
00:35Rental Count.
00:37What this field will do is Count all the different rentals for each one of the properties, so that way we don't have
00:50that you'll see your related records lists show up
00:54in sort of in outline form, and now that's important because Bento is going to assume
00:59that you're coming from the Properties and looking into the Rentals. So obviously you're doing some type of summarization.
01:06In this case it's going be easy for us. We can pick really any one of the fields inside Rentals, because we're going to do
01:12a Count, it's just going to Count any field that's got a value in it. So let's take Start Date since there wouldn't be a record in
01:19there unless it had a Start Date value. So when we insert it, you'll notice something here. It didn't just pull over Start Date.
01:26It pulled over start date,
01:28and also the library which start date is based, which is Rentals in this case. And the Count. It automatically gives us a Count.
01:36Now you'll when you click on any one of these values, in the case of Count we can summarize all these. Or give an
01:42average or minimum or maximum, but in this case we're just simply counting how many rentals there are. It did choose the right
01:48one for us.
01:49You'll also notice that you can swap out different fields by clicking on those dropdown arrows as well.
01:55So in this case we're done. We're going to hit Create
01:59and again just to reiterate, this is a field that was defined inside the Properties library, not inside the
02:06iCal Events, which is our Rentals library.
02:09So let's take this new field that we just created
02:13and drag it right below our related records list and now you'll see as we go from record to record,
02:20it will automatically update without us having to do manual calculations as to how may total rentals each property might have.
02:26Additionally, we can create another field
02:28that instead of doing a Count,
02:32might do, for example...
02:37Let's say Duration of Stay. Instead of Count, how about an Average?
02:45And we'll name this
02:49Average Stay.
02:52We'll take Average Stay,
02:54drop that onto our layout and now that we see as we go through one at a time,
03:00we've got the total number of rentals and what the average stay is for each one of the properties. Again, not information
03:05that we've had to type into Bento, but instead information that Bento is providing for us.
03:09Now another interesting way to use this is if we go into table view,
03:14and here we have all the different properties,
03:16and what we can do is, let's say, remove the E-mail field, and instead will add our Average Stay.
03:25And now we see we've got the Average Stay listed for each one of these and what we can do now, since for showing our Summary,
03:32we can then now
03:33do an Average of the Average Stays. So one important not here: you notice that we're summarizing here and we're also
03:40summarizing and on the record level.
03:42We're creating a calculation to summarize related records
03:46on the calculation level.
03:47But when we're looking at a summary row it's important to note that this summarizes all the records that you see on screen
03:54at a given time.
03:55If I happened to change this,
03:59and only isolate two of the properties, we see that the Average now changes to five. So these are two completely different
04:06areas where you might use a summary and it's important to know the distinction between both of those.
04:11So summarizing related record information inside a form can be useful to you in your Bento application. For example, maybe
04:18you want to display CD duration, number of tracks, length of the shortest track, length of the longest track or average
04:24length of tracks if you have a form based on a CD, with a related record list of all the songs. These are all things
04:30you can do by creating calculation fields and placing them on the parent form.
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12. Importing and Exporting
Importing information into Bento
00:00A great way to start using Bento is by importing information to create your very first libraries.
00:05You can also import information into Bento into existing libraries.
00:09Bento supports the comma separated value text file format, otherwise known as CSV.
00:14For example, you can import a CSV file that's created from a spreadsheet
00:18or exported from another database or really any other application that stores data.
00:22You can even download CSV files from database driven websites.
00:25So for example, let's say that we've got this properties management tool that we have built into Bento
00:31and we'd like to start selling homes and managing the homes that we're interested in listing.
00:36So what we can do is to get the data from another application.
00:40So let's say in this case, we've got a spreadsheet in Excel,
00:43and you see that we've gotten this Excel spreadsheet from a source that lists all the different listings in the area
00:48that we're interested in selling homes.
00:50So we've got it in Excel
00:52and just like any other application that stores data,
00:55you can save your data as CSV file.
00:59Using Excel as an example,
01:01we go in and select Save As,
01:03and you usually find it under Format.
01:05Here we see Comma Separated Values, .CSV,
01:09and we can save the .CSV file
01:11and now we can return back to Bento.
01:14Now that we've got our data in the proper CSV format,
01:18we can import it into Bento.
01:20There's a couple ways that we can import a file into Bento.
01:23You can choose the File, Import menu,
01:26which we're going to choose right now.
01:28Or you can do- choose New Library,
01:32and you can select the Import Data button.
01:34Or you could drag a CSV file directly from your desktop into the source list in Bento and release it
01:41and the same is true by dragging a CSV document icon into specific library and releasing it.
01:47And finally, if you drag a CSV file onto your Bento icon in your dock or in your desktop,
01:53it will also pop open the Import menu.
01:56In either case, you end up with the File, Import menu.
02:00In our case here since we're initiating this from within Bento, we have to choose what file we want to import. If we're doing any
02:06of the drag and drop options,
02:08it already knows what file we want to import. So here we select our CSV file
02:12and now we can choose to either create a new library or import it into an existing library. Well, we already have a library that's
02:18similar to this that's called Properties.
02:20So let's take a look at importing this into the Properties library.
02:24Here you see when you're choosing an existing library to import your data, you notice that it will line up
02:30all the fields that are inside the source file
02:33and try to match those up with fields that already exist inside your library.
02:37So we look, we see that we've got City, State, Zip match up
02:41but really all the other fields that we have inside Properties
02:46don't necessarily match up.
02:47So really what this tells us- it's a good moment to kind of stop for second and think.
02:51Maybe I don't need to import this into an existing library. Maybe it needs to be its own library,
02:56and it's pretty safe to say that we've got so many different fields in each one of these that they really are their own entities.
03:02So let's choose New Library,
03:04and let's call this library Homes. You see it takes on the name of the CSV file. We can name it anything we like.
03:09And now you see that we're able to map the fields.
03:13First you'll notice
03:14that we've got a checkbox and record number one, which is generally the column header record from an exported spreadsheet.
03:21It maintained the filenames so it's good that we have that, so we can use this to map up the fields.
03:27We can uncheck this if that wasn't the case.
03:29And you see we can move through each record, making sure that the data is mapped appropriately.
03:35But going back to the very first record, we can now make decisions on what type of field we want to create within this
03:41new library that gets created.
03:43And before you make these decisions on what type of field you want to choose for incoming data,
03:47you might want to first look at some of the supported field types.
03:51Here you see a table that indicates the different types of supported field types on import.
03:55You'll notice on the left-hand side that if we want to import something into a text, choice, address, phone number or IM
04:02account field within a Bento library,
04:05then that data just simply needs to be text.
04:08You can see there some other rules that you need to taking into consideration like, for example, if you want to import
04:13into an e-mail address field,
04:14it must include the @ symbol character.
04:17URLs can be any text, checkbox needs either be a one or a zero or a true or a false, which is which shows the check in the checkbox.
04:25And number or currency fields need to simply be numeric,
04:28and a rating needs to have a numerical value between zero and 10.
04:32Time has some rules that you might want to take into consideration as well.
04:35Mainly the formatting of the fields and an optional AM and PM.
04:39And the same is true for dates. There's formatting considerations to take into account.
04:44And duration is pretty specific since that's a field type that's pretty specific to Bento.
04:48You really do have to have that formatted properly in your source data before you export that out.
04:53It is important to note you cannot import into the following field types:
04:57file list, media, automatic counter, calculation or related record lists.
05:02All of those are fields that are pretty unique to Bento anyway so it's unlikely that you got a source file that
05:07contains fields that are that similar.
05:09So based on that information let's make a couple of decisions here.
05:13So we know that Address, City, State and Zip will be text. List Price can be currency.
05:19Property Type can be text.
05:21Number for Number of Bedrooms. Number of Bath can be number as well. Square Footage is number.
05:27And the reason we would want to make that number instead of text is because at some point we might want to add bedrooms and
05:32bathrooms together, for example, and in that case they would need to be a numerical field type.
05:36So now that we've got everything mapped appropriately,
05:39we can choose to import.
05:41And now that we've imported you see that we've got a new library in our source list that's called Homes,
05:46and if we look at that in table view, we see that our List Price has came over as currency, so they're formatted properly
05:52and everything came over as text.
05:54So you can see that importing CSV data into Bento is an excellent way to create libraries or even to get started
06:01within the Bento application.
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Exporting information from Bento
00:00Bento makes it quite easy to share your information with anyone you'd like to,
00:03because Bento can export information into something called a CSV file.
00:07CSV stands for comma separated values.
00:11You can export information from either a library or a collection or a smart collection.
00:15Then you can open up a CSV file or import a CSV file into any other application that supports CSV text file format.
00:22When you export records from a library or collection,
00:25keep in mind that you're going to export all of the records that are found within that collection or library as well as
00:31all of the fields that are defined for that library.
00:34There are a couple different ways that you can export this information.
00:37The first of which is by selecting either the library or collection that you want to export,
00:42going under the File menu and choosing Export.
00:46Here you'll pick the name of your CSV file,
00:49and then choose the location
00:50and then hit Save.
00:52Keep in mind that you only have one file format option, CSV, because that's the only export file format supported by Bento.
00:59You can then hit Save
01:01 and you can open up your CSV in another application.
01:06In here you see all of the fields and all of the records that were defined in your library.
01:11There are a couple other ways that you can create CSV files out of Bento.
01:15One of which is by dragging one of your libraries to the desktop of your computer or to another folder in your computer
01:21and then a CSV file will automatically be created in that location.
01:25Additionally you can grab one of your libraries or collections
01:28and drag it on top of an icon of an application that supports CSV.
01:32And as you see it will automatically create a CSV file for you.
01:36One thing that you should be aware of is that there are certain types of fields that cannot be exported from within Bento.
01:41Those fields are list fields.
01:43For example address list fields,
01:45URL list fields,
01:47or even phone list fields.
01:48You can also not export file list fields or related record list fields.
01:53You can however export data from individual address.
01:57Also keep in mind that you cannot export the binary data that's stored inside your media fields.
02:03However, you can click into those fields
02:05and select Save and export that image out,
02:10or in the case of a movie, you can right-click and Save As.
02:14So Bento does allow you to not only manage the information into your Bento application all in one place,
02:19but also to share it by creating CSV files that you can then use in other CSV supported applications.
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13. Printing
Printing from forms, tables, and searches
00:00If you're storing all of your information inside your Bento application, at some point you might want to share this in form
00:05of a hard copy or let's say a PDF.
00:07Bento allows you to print information from one of your libraries in the form of either a table view or a form view.
00:13So when you want to print records from a library or collection,
00:15the selected table or form view is what you are going to see.
00:19So you have a couple decisions to make. First, what information is it that I want to print?
00:23And from that you'll select the library that you want to print.
00:27So let's say we want to print Properties.
00:29The next decision that you have to make is whether or not you're going to print your information from a table view
00:33or one of the form views that you've already set up.
00:37Let's take a look at printing the Rental Activity form view.
00:40Once you decided on the Library and the view,
00:43you can go under the File menu and select Print
00:46or hit Cmd+P.
00:49Then you see the Bento Print Options screen,
00:52and you have a couple of the decisions to make. You can either choose
00:55to print the selected record only, which you see will only print one record at a time,
00:59or all the records in the set of records from your chosen form.
01:03You can also choose to print the background.
01:07You'll notice that even though Bento comes with some very stylish themes, some of them don't print as well as they look on screen.
01:13So with this one simple checkbox,
01:15you can only leave the field data and the borders. You also see that you can optionally remove the title banner
01:23and include page numbers, include date and time,
01:28if you so desire.
01:30You can also print from within a table view, and there's one slight other option that you need to be aware of.
01:35Choose your library,
01:37choose table view,
01:38and then File and Print.
01:40You'll notice that you can also print selected records only, all displayed records,
01:45and also choose to print the background or not,
01:47as well as all the others, banner, page numbers and date and time, but you'll notice that there's one other option, Fit to page.
01:54If you do not select Fit to page, the print area will crop whichever columns are available that fit inside the selected
02:01print area as determined by your paper size.
02:03Or it will make sure that all of the columns fit within the width of your selected paper size, if you choose Fit to page.
02:12If you don't want to select all of the information inside of your library you can first do a search.
02:19Let's say for example, I only want to print the records for our Arvada, Colorado.
02:23I choose my library.
02:24I then do a search so I'm selecting which records I want to print.
02:27In this case I'll choose Table
02:29and I'll say File and Print.
02:33And now I want to make sure, since I want to get all my subset, to choose All displayed records, and I can decide on the other
02:39options as I see fit.
02:41So not only can you store your information inside Bento,
02:44but you can also print it out in either a table view or form view.
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Printing mailing labels
00:00Here's a tip for printing mailing labels using data that's stored inside your Bento application.
00:04If you've chosen to link your Address Book into your Bento application,
00:09then your contact records update the data in Address Book.
00:12Address Book can then subsequently allow you to print mailing labels.
00:15So let's say for example, you want to print out a mailer to all the contacts in your Bento Address Book
00:20from the state of Idaho.
00:22You can do in Advanced Find,
00:24pick the home address and state,
00:26type in Idaho,
00:28and then Find.
00:29And now let's save these as a collection.
00:33We can save these as a collection by selecting all of them
00:36and dragging them into our source list
00:41and naming the collection.
00:42Now that we have a collection you'll notice when we toggle over into our Address Book,
00:47that we have the ID Contacts created from within Bento.
00:51When I select that group,
00:53I can then go to File, and then Print,
00:56and you'll see that I have the option here
00:58for either printing mailing labels and actually envelopes, lists for pocket Address Books.
01:04Mailing Labels allows you in a couple of different options to print. You can select which address you want to show.
01:10Or all the addresses.
01:11And you can print in postal code order or alphabetic order.
01:15And then you can generate mailing labels from the data that you find within your Bento application.
01:20So this is a handy tip in case you want to be able to send out mailers from contacts that you're currently storing inside Bento.
01:26Keep in mind, however, that these are just going to be contacts that are stored in the Bento Address Book library.
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14. Backing Up and Restoring Information
Creating Bento backup files
00:00You should always make a habit our of backing up the data on your Mac.
00:04Bento has a built-in backup function for making saved copies of your information, so that you can perform regular backups
00:10or even if you just want to take a snapshot of your collections and libraries before you try something out.
00:15A Bento backup file contains the data in Bento at the time you've run the backup command.
00:19The backup command is pretty easy to use.
00:21You simply need a specify a name and location for the backup file.
00:25A couple notes though.
00:27To save a copy of your backup file you need to copy it to another location and it's always better to copy it to an external
00:32hard disk instead of your local disk because if something happens to your computer,
00:36you've now lost your backups as well.
00:37Another note is that the Bento backup file does not contain the data that's found in your linked libraries. Your linked
00:44libraries, of course, are Address Book, iCal and iCal Tasks, if you've chosen to link goes to your Bento application.
00:51If you want to create a backup of the data in Address Book or in iCal,
00:55consult those applications backup features.
00:57However, if you add fields or records in the Address Book library,
01:01like for example in Address Book, we added Age,
01:04those fields will be part of the Bento backup file as well as the data that's stored within them.
01:10There are some fields that require some additional consideration.
01:13For example,
01:14file list fields.
01:16In the case of file list fields,
01:18the list of filenames and their locations are stored, but not the actual files themselves.
01:23Because of course file list fields are actually storing aliases to files are stored on your Mac.
01:27So if you do a regular backup of your Mac those files will be backed up at some point.
01:31Media fields,
01:36in most cases, actually store of the media themselves, either images or videos or sound.
01:41However, if you used an alias to the media file when you inserted it into the Media field,
01:46then only the alias and the location of that file will be stored in the Bento backup.
01:51In this case, as well as in a file list field, the media itself as can be somewhere on your Mac
01:56and if you do backup of your Mac then that media would be backed up as well.
02:00And then finally,
02:01if you have related record list fields,
02:03the data will be backed up if these are related records
02:07that are related to properties that you've created in Bento.
02:10If there are related records like we have here for iCal Events and Tasks,
02:15then the data itself will not be backed up unless you backup iCal.
02:19So when you create a Bento backup file you create a copy of the data that's in Bento.
02:23It's a good idea to backup your Bento information before you make extensive changes such as importing data, deleting
02:29libraries or doing any significant changes to forms.
02:32So to create a backup,
02:34you'll go to the File menu and choose
02:36Backup Bento Data.
02:38You'll see another reminder about the Address Book and iCal data not being part of the Bento backup
02:43and also a reminder about media fields in file list fields.
02:47You can hit OK or choose to not show this message again.
02:51Then you choose the location of your backup and you can choose a name and you'll see by default that it's called
02:56Bento Backup and whatever the current date is.
02:59It's helpful to date your backups in case you have multiple backups to manage.
03:04Then you simply hit Save,
03:05and within a moment your data has now been backed up.
03:08So it's a very good idea to come up with a schedule for backing up your Bento applications so that any changes that you make or
03:14any data that you add also are safe.
03:17Bento provides this backup utility, and it's a good idea to get into a habit of doing this as often as you can.
Collapse this transcript
Using the backup reminder
00:00Sometimes when you first open your Bento application you might see this message that's asking if you'd like to create a backup.
00:05It's because by default, Bento has a backup reminder that reminds you to backup your file once a week.
00:11You can change this setting if you'd like to, but if you leave it at its default setting it'll prompt you at least once
00:16a week to back up your Bento database.
00:18And all you have to do in that case is simply hit the Backup button.
00:23It will then prompt you with a reminder that your Address Book and iCal data are not part of the backup and then ask you
00:30to choose a name and location for your backup
00:35and then takes you into your Bento application.
00:37Now if you want to control how often that reminder shows up or whether or not it shows up at all,
00:42you can go under your Bento application menu,
00:45choose Preferences,
00:47and down where it says when Bento starts, you can see there's a checkbox for Display a reminder to back up, Every week
00:55or Every month.
00:57When you install Bento,
00:59the check for Display a reminder to back up, Every week is already selected.
01:02But if you'd prefer to not have this reminder
01:05you can uncheck that option
01:07and hit Close.
01:08Of course, now it will be up to you to remind yourself to save a backup now that you have your reminder disabled.
01:13Since it is always a good idea to back up your Bento application you might want a leave this setting on, but it's up to you,
01:20depending on whether or not you already have a backup discipline in place.
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Restoring data
00:00If something happens to your Bento files or if you make a major mistake when using Bento, for example like deleting
00:05the wrong library, then you still have the ability to restore a backup using the Revert to Bento Backup item in the File menu,
00:13that you see here.
00:15This process will overwrite all of your existing Bento information with information from you last backup file and it
00:21is not library specific. However, if you do want to make backups of your libraries, keep in mind that you can always select
00:26the library and export them to a CSV file.
00:29And if you ever want to restore a library,
00:31you can delete one and then import it from your backup CSV file individually.
00:35When you revert data from your backup file,
00:38you replace the data that's in Bento with the contents of that backup file.
00:41So any additions that you've made to Bento since you created the backup file are going to be lost.
00:46However, any deleted records will be recovered.
00:48So to restore the data from the backup file,
00:51go to the File menu
00:53and select Revert to Bento Backup.
00:56At this point you'll then point to the backup file that you want to restore
01:01and hit Open.
01:03And you'll get a reminder on screen that asks you if you're sure you want to do this. Probably a safe idea to keep this message
01:08showing up just in case you've selected the Revert by accident.
01:12But if not, you can hit Continue,
01:15and you'll see a brief animation on screen
01:17as your selected Bento database gets restored inside the application.
01:22Because it's a good idea to regularly back up Bento,
01:24Bento provides an optional reminder to periodically back up your data
01:28and the facility to create backups and also restore those backups. So getting into a routine of backing up is always a
01:34good idea because you never really sure when you're going to need to restore that information.
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Using Time Machine with Bento
00:00Time Machine is the OS X application that backs up your computer on a regular basis.
00:05You can use Time Machine to back up your Bento data
00:08and set the backup option so that Time Machine backs up the user's Library folder. So in order to set up Time Machine,
00:14you go into your System Preferences,
00:16and you can choose Time Machine
00:20and make sure Time Machine is turned on.
00:21Now this is an OS X Leopard application. It's not specific to Bento so you might want to use this to back up other things on your computer.
00:29But to make sure that you're including all the right data files for Bento to be backed up,
00:34you'll want to go inside your Options
00:36and make sure that you have not excluded certain folders that are specific to Bento.
00:41Let's take a look to what those folders are.
00:45Inside your Library folder,
00:48you'll see that there's a folder called Application Support.
00:51You want to make sure that this is included in your Time Machine backup.
00:54Within that folder, you see the Bento folder, which will back up your Bento application.
00:59Additionally, you may want to include Address Book as part of your backup
01:03since if you're using a linked library from Address Book,
01:07This is going to be critical to really restoring the entire Bento application that you using.
01:12So include Address Book,
01:14the Bento library and then in its own folder, there's a Calendars folder that will back up your iCal Events
01:20in your iCal Tasks.
01:22So it's very important to be creating backups of all your Bento applications as you're adding data
01:27or changing libraries and forms.
01:29And including them inside your Time Machine schedule
01:31is probably the best way to create an extensive backup of all the data that you need to run your Bento application.
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Using Bento with .Mac
00:00Since it's very important to back up your Bento data,
00:03you might want to consider making sure that you're backing up to an external source.
00:06You can use Time Machine to back up to an external sources
00:09or if you have a .Mac account, it's probably get a good idea
00:13to save your Bento backups to your remote .Mac account.
00:17To do so, you can choose File, Backup Bento Data,
00:21hit OK.
00:24And then you can choose your iDisk that will appear once you set up your .Mac account appropriately.
00:28After choosing your iDisk, you'll see your remote drive show up. You can pick a location and then save your Bento backup.
00:37So it's good to have a discipline for backing up your Bento information but at the same time, you might want to make sure
00:42that you doing that remotely and using your .Mac account is an excellent way to pack up your data remotely.
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Conclusion
Goodbye
00:00Hi! This is Cris again. Thanks for listening. I hope this title has served as an introduction to your very first database, Bento.
00:06Now it's up to you to go create your own Bento database to manage contacts, coordinate events, prioritize tasks,
00:12all the details of your busy life.
00:14I wish you the best of luck and we'll see you next time.
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