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FileMaker Pro 11 Essential Training
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Understanding layout parts


From:

FileMaker Pro 11 Essential Training

with Cris Ippolite

Video: Understanding layout parts

When you're working with layouts in FileMaker, you'll notice that they are divided up into several different layout parts. For example, if we go into Layout mode, we'll notice on the left-hand side that we've got the small, little bubbles, and there are also these dividing lines. These dividing lines indicate when a part has changed, and the bubble is a label for the part. In the case of the Customer layout, or really any standard form layout, we'll have a Header, a Body and a Footer. In this movie, I'm going to describe the different roles of these parts and how you can manipulate the parts that are currently on your layout.
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  1. 7m 22s
    1. Welcome
      1m 8s
    2. Understanding the FileMaker family
      2m 15s
    3. Using the FileMaker Quick Start screen
      2m 52s
    4. Using the exercise files
      1m 7s
  2. 21m 9s
    1. What is a database?
      2m 26s
    2. Flat vs. relational databases
      2m 29s
    3. How FileMaker works
      4m 48s
    4. Understanding the essential preferences
      3m 13s
    5. Touring the interface
      8m 13s
  3. 11m 44s
    1. Creating databases from templates
      2m 29s
    2. Creating new databases in the spreadsheet-like format
      5m 35s
    3. Importing tables
      3m 40s
  4. 9m 9s
    1. Determining which tables you will need
      5m 10s
    2. Creating tables in the Managing Tables window
      3m 59s
  5. 34m 47s
    1. Understanding relationship types
      6m 58s
    2. Diagramming relationships (with ER diagrams)
      8m 50s
    3. Determining which key fields you need
      5m 18s
    4. Defining primary and foreign keys
      7m 56s
    5. Creating relationships using the relationships graph and table occurrences
      5m 45s
  6. 50m 34s
    1. Deciding what fields you will need
      5m 34s
    2. Understanding field types
      7m 54s
    3. Defining fields
      9m 56s
    4. Using Auto Enter options in fields
      9m 33s
    5. Reviewing field validation options
      8m 16s
    6. Building with container fields
      9m 21s
  7. 14m 8s
    1. Creating and duplicating records
      5m 40s
    2. Editing and locking records
      4m 42s
    3. Deleting records and backing up files
      3m 46s
  8. 21m 6s
    1. Importing data
      9m 57s
    2. Importing records to refresh data
      7m 2s
    3. Exporting data
      4m 7s
  9. 18m 30s
    1. Understanding layouts
      4m 15s
    2. Using the Layout Assistant to create List views
      7m 59s
    3. Using the Layout Assistant to create labels and envelopes
      6m 16s
  10. 27m 11s
    1. Using the Layout Setup dialog box
      4m 54s
    2. Understanding layout parts
      4m 40s
    3. Understanding the new Inspector
      2m 26s
    4. Exploring the Status Area in Layout mode
      6m 46s
    5. Managing layouts and layout folders
      8m 25s
  11. 41m 9s
    1. Arranging, aligning, grouping, and locking layout objects
      11m 5s
    2. Placing and formatting objects, parts, and graphics
      4m 10s
    3. Formatting fields and applying field attributes
      8m 26s
    4. Setting field behaviors
      4m 4s
    5. Using the Tab Control feature
      9m 8s
    6. Setting tab order
      4m 16s
  12. 36m 48s
    1. Using the basic find functions
      7m 31s
    2. Reviewing new requests in the Find mode
      5m 54s
    3. Establishing search operators
      6m 43s
    4. Constraining or extending found sets
      3m 24s
    5. Finding records using date, time, or timestamp criteria
      5m 18s
    6. Using Fast Match and Quick Find
      4m 41s
    7. Working with saved finds
      3m 17s
  13. 17m 28s
    1. Sorting with one criterion
      6m 4s
    2. Sorting with related fields
      2m 18s
    3. Sorting with multiple criteria
      1m 36s
    4. Sorting using custom values
      3m 14s
    5. Sorting using buttons
      4m 16s
  14. 17m 14s
    1. Reviewing Field/Control styles
      5m 43s
    2. Creating and applying static value lists
      5m 20s
    3. Creating and applying dynamic value lists
      6m 11s
  15. 23m 52s
    1. Previewing pages and print options
      6m 20s
    2. Printing in different views
      2m 54s
    3. Sliding objects
      3m 26s
    4. Printing merge letters
      4m 53s
    5. Saving as a PDF or Excel file
      6m 19s
  16. 15m 1s
    1. Building simple reports with summary fields
      4m 36s
    2. Creating subsummary reports
      6m 51s
    3. Creating subsummary reports in Table view
      3m 34s
  17. 52m 19s
    1. Defining calculations
      2m 31s
    2. Exploring the Calculation dialog box
      5m 8s
    3. Using number functions
      12m 41s
    4. Using date and time functions
      4m 58s
    5. Using text functions
      11m 43s
    6. Using get functions
      4m 0s
    7. Using logic functions
      11m 18s
  18. 46m 56s
    1. Understanding scripts and script steps
      2m 23s
    2. Assigning script steps to buttons
      3m 54s
    3. Understanding the ScriptMaker dialog box
      8m 28s
    4. Creating multi-line scripts
      6m 44s
    5. Adding find criteria to a script
      4m 58s
    6. Understanding the If script step
      8m 36s
    7. Using script parameters
      4m 42s
    8. Reviewing the Send Mail option
      7m 11s
  19. 28m 0s
    1. Understanding script triggers
      2m 41s
    2. Using object-based triggers
      11m 58s
    3. Using layout-based triggers
      7m 51s
    4. Using file-based triggers (Open and Close scripts)
      5m 30s
  20. 56m 42s
    1. Using related fields
      7m 18s
    2. Creating portals and using portal filtering
      10m 38s
    3. Using related fields in calculations
      7m 6s
    4. Understanding multi-predicate relationships
      11m 11s
    5. Using the Go to Related Record script step
      7m 26s
    6. Creating a chart
      13m 3s
  21. 30s
    1. Goodbye
      30s

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FileMaker Pro 11 Essential Training
9h 11m Beginner Jun 25, 2010

Viewers: in countries Watching now:

In FileMaker Pro 11 Essential Training, Cris Ippolite demonstrates the principal features and functions of this popular database software, including creating tables and relationships, managing fields and records, and working with layouts. The course shows FileMaker developers how to find, sort, and share data as well as how to create reports, calculations, and scripts. It also covers brand new features in FileMaker Pro 11 such as the Inspector tool, charting, and portal filtering. Exercise files accompany the course.

Topics include:
  • Creating databases from templates
  • Creating fields in spreadsheet format
  • Creating tables and relationships
  • Defining key fields
  • Adding validation and auto-enter values to fields
  • Managing records, including duplicating, locking, and deleting records
  • Creating and managing layouts
  • Formatting layout objects
  • Finding and sorting data
  • Creating calculation fields
  • Building reports
  • Printing and saving as PDF or Excel
  • Writing and triggering scripts
  • Using relationships throughout a database
Subjects:
Business Databases
Software:
FileMaker Pro
Author:
Cris Ippolite

Understanding layout parts

When you're working with layouts in FileMaker, you'll notice that they are divided up into several different layout parts. For example, if we go into Layout mode, we'll notice on the left-hand side that we've got the small, little bubbles, and there are also these dividing lines. These dividing lines indicate when a part has changed, and the bubble is a label for the part. In the case of the Customer layout, or really any standard form layout, we'll have a Header, a Body and a Footer. In this movie, I'm going to describe the different roles of these parts and how you can manipulate the parts that are currently on your layout.

First of all, you should know that each layout must have at least one part, and layout parts can contain fields, portals, buttons, text and any other layout object. The dotted horizontal lines that I mentioned earlier mark the division between layout parts, and the part Label appears at the left of the divide line. There are other ways that you can view the layout parts; for example, if one of the layout parts is covering a field or a layout object that you want to work with, you can go to the very bottom of your screen and click to either toggle between Horizontal or Vertical display of the layout parts.

Viewing them vertically is a pretty good way to keep them out of the way when you are designing your layouts, but by default you'll see them displayed horizontally, so that you can see the full name of the part. Layout parts are broken into two groups, Non-summary parts and Summary parts. Let's first take a look at the Non- summary parts, the way you work with the different layout parts is by going into the Part Setup dialog. You can access the Part Setup dialog under the Layouts menu and choosing Part Setup, here you'll see the parts that we currently have available, as well as some action buttons on the right-hand side.

You'll notice that if you hit Create, you'll get another dialog called the Part Definition, which shows us all the different parts that we can create on a layout. We'll start at the top, and we'll just review the non-summary parts. The Title Header that you see selected by default will appear only at the very first page that gets printed, and will replace the normal Header on that page. The Header part, which is grayed out here because we've already selected one, will allow any layout object that's placed in that part to appear on the very top of every page that gets printed off of your layout.

The Title Header, of course, will supersede that on the very first page; the same is true with Footers which are grayed out because we've already got one selected. That, of course, will allow any layout object that's placed in the Footer to appear at the bottom of any printed page or any page viewed in Browse mode, and Title Footer will do the same thing. It'll supersede the Footer and allow you to print only something on the very last printed or viewed page of your layout. The only non-summary part that leaves you with is then the Body. Of course, the Body is also grayed out here in this part Definition dialog because we already have a body in our layout.

The majority of the layouts you are going to create will contain a Body, but there are some specialized, and somewhat intermediate techniques that involve having no Body part at all, so it's certainly not required. You can only have one Body part per layout in each object that you put in the body including any field object like a field, or text objects or even graphics, will appear once for every record in the Found Set that you create. We've seen that with list views when we create a very short or not very high Body part that will iterate itself over -and-over again, many different times depending on at what resolution your screen is set to.

So if you create a Body part that has a smaller height, then you can create a List View. If you create a Body part that's the full height of your screen, you'll just see one record at a time. So if we hit OK to escape this option, you see that we had the Title Header selected, and it has now added the Title Header to our layout. Through the part Setup dialog, however, we can choose the Title Header either change it to a different part, or delete it completely, which we'll do in this case. You can also change the order of the parts, if you have multiple different parts together, by clicking on it and moving the handles.

You see the locks here in this case because the Header cannot be moved anywhere, but at the top of the page, and the Footer can only be moved to the bottom of the page. So you really don't have any options to move these. But when you get several different summary parts involved, you might want to move them into different locations using the handles. And all the different selections that we've discussed will be made based on the needs of your specific layouts. We will be talking about the non- summary parts, like Leading Grand Summary and Sub-summary when sorted by, and Trailing Grand Summary, when we get over to the reports section, as they become vital components to creating subsummary reports in FileMaker Pro.

Having an understanding of the different layout parts that are available to you will help you when you're planning and creating the different layouts in your FileMaker database.

Find answers to the most frequently asked questions about FileMaker Pro 11 Essential Training.


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Q: In the Chapter 16 tutorial, “Using Text Functions,” the instructor discusses how to calculate the First Name and Last Name from the Full Name. However, the method does not account for names ending with  “Jr.” or “Sr.” or “III,” etc.  How can I account for added suffixes in names?
A: For cases like this, you can create a third "Suffix" field. Then change the FullName calculation to:

NameFirst&" "&NameLast&" "&Suffix 

This way, nothing will appear if the Suffix has no value, but if it does have a value the suffix will appear.
Q: What information is actually on the “Invoice Line Item” table in the examples, and how does it actually connect to the tables that it comes from?
A: The information in each line item is native to the "Invoice Line Item" table. The fields are defined in that table and each record represents "A Product appearing on an Invoice."
Each time a product is used on an invoice, a record in the line item table is created. Many of the fields, for example "Quantity," are native to that table because those values only exists when a Product is used in an Invoice, and not as attributes of a Product itself.
 
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