Merge letters are a popular way to generate batches of documents from found sets in your FileMaker database. This video shows you how to use merge fields in your layout to allow for generating merge letters.
- [Instructor] One very popular request…from a lot of FileMaker users…is to have the ability to print letters.…And much like other applications,…like Word for example,…FileMaker supports merge fields.…And the other feature that FileMaker has…is the ability to generate a group of records,…or in this case, many different letters.…So you'll notice if we go into Layout Mode,…that this customer welcome letter layout…is based on the customer table.…So what that means,…if we were to go into the customer detail layout,…and I was to search for every customer in California,…you see that I get a found set of 25 records.…
Now if I navigate over to the customer welcome letter,…you see that I still have a found set of 25 records.…So this is how we determine which of our customers,…in this example,…we are going to print letters for.…So now we just have to figure out…how to get the data from each record into the letter.…So if we go into Layout Mode,…one of the ways that we could do this…is to go into our Field Picker,…and let's say we say Hello,…
Author
Released
5/9/2017- Getting going with starter solutions
- Creating relationships in FileMaker
- Defining fields
- Designing user interfaces with layouts
- Working with records
- Finding and sorting data
- Building reports
- Understanding calculations
- Automating using Scripts
- What's new in FileMaker version 16
Skill Level Beginner
Duration
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Learning FileMaker Go 16
with Cris Ippolite1h 16m Beginner
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Introduction
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Welcome1m 1s
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Touring the Launch Center3m 54s
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Using the exercise files1m 8s
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1. Getting Started
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What is a database?2m 23s
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How FileMaker works6m 59s
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Essential preferences2m 41s
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2. FileMaker App Creation Essentials
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3. Creating Tables
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4. Creating Relationships
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What are key fields?5m 17s
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5. Working with Fields
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Understanding field types7m 56s
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Defining fields6m 48s
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Adding fields to layouts4m 25s
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Field options: Auto enter4m 34s
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Field options: Validation6m 42s
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6. Working with Container Fields
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7. Working with Records
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8. Importing and Exporting
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Importing data7m 7s
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Exporting data4m 9s
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9. Creating Layouts
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What is a layout?3m 41s
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Working with layout themes8m 46s
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10. Working with Layouts
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Understanding layout parts6m 48s
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Previewing the inspector1m 48s
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Manage layouts window5m 18s
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11. Formatting Layout Objects
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Applying themes to layouts1m 28s
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Applying screen stencils6m 13s
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Gradients2m 6s
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Layout object states6m 2s
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Access control behavior1m 59s
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Popovers in your layouts6m 18s
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Setting the tab order3m 23s
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12. Finding Data
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New requests in find mode4m 25s
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Search operators4m 29s
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13. Sorting Data
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Sorting with single criteria3m 33s
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Sorting with related fields1m 45s
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Sorting using custom values2m 13s
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Sorting using buttons2m 36s
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14. Value Lists
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15. Printing and Saving
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Printing merge letters3m 54s
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Saving as PDF or Excel2m 23s
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16. Reports
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Creating subsummary reports5m 28s
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Adding charts to reports5m 11s
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17. Calculation Essentials
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What are calculations?2m 46s
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Number functions4m 29s
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Date and time functions4m 49s
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Text functions11m 59s
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Get functions2m 52s
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Logic functions10m 19s
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18. Script Essentials
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Touring the Script workspace4m 11s
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Creating multiline scripts6m 58s
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19. Script Triggers
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Introducing script triggers1m 10s
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Using object-based triggers10m 30s
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Using layout-based triggers6m 51s
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20. New Features in FileMaker 16 Platform
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Layout objects window8m 5s
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Card window style6m 14s
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Support for JSON8m 38s
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Working with JSON5m 19s
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Conclusion
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Next steps1m 14s
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Video: Printing merge letters