Subtitles of the Movie

So let's go over to our Print Layout. We'll go onto Layout Mode and here we go. There's Print Invoice and what we need to change are this area and this area. So we'll double click on xlogo, change it to Accounts and then find that Logo Prefs. Simple change. And then we need to change these and I could delete them and start inserting the Merge Fields again, but I'm going to try a different approach. Accounts, just type it in there, copy it, paste, paste and then we'll come in and take the Xs off and then we'll type in underscore Prefs and I'll copy that again just using the keyboard command here and paste and paste. Now, to me that was fast. You may find it faster to insert the Merge Fields again, but I think this is a great way. You can modify these Merge Fields if you know exactly how everything's spelled and I did this in lowercase on purpose, accounts, because watch what happens when I click out. It changed to uppercase. FileMaker reformats it to meet how you've specified that table occurrence and that's my indicator that I've actually typed in that information correctly. If it is able to change it, then it found the right field and updated it. If it didn't, then you probably typed something wrong. So either way is fine; inserting Merge Fields or retyping them. I just found in this case it was a little bit easier and wanted to give you a little technique to maybe make things go faster. So now we've go the Print Layout updated. Now we can go into Manage Database, we can find our Field Section, go to Customers and let's find our Category Field. There it is. Go into Options, Calculated Value or Auto-Enter. We just need to change this to Accounts, find our Category Prefs, double click on it and we're done. And then we'll do the same with our Phone and Phone S. Go into Options, Auto-Enter, specify and we need to change where we're getting the Phone Format from. So we'll highlight that, go to Accounts. There's our Phone Format Prefs, double click on it, click OK and then we'll do the same thing with Phone S. There we go. Highlight it, go and choose Accounts, Phone Format Prefs and we're all done with that. So click OK there and so that's just about all we need to do here. Now we need to test it. We need to make sure all these features work. And so what we're going to start off with is going back to our Customers Form, we'll go to Browse Mode and let's test out our Preferences. Let's make sure we get to the correct record when we click this and if we come down here, you see that if you saw that little blinky that switched records and it went to Admin. So that worked out great. So take a quick look at all these options; Commercial, Startup Layouts, Invoices, Phone Format, all this data and we're going to check that. So we're going to go back to Customers and the first thing we're going to do is try the Phone Number Field. So let's go in here and type in 1234567890, click out of here and you can see it formats it with the format option we had in Preferences. If I add a Customer, you'll see it automatically puts Commercial in there. Let me scroll down a little bit and then we'll click out of here and it will tell us we need ten or seven digits. We'll revert the record. We don't really need that record in there and then now what we can try out is our Print Layout. Let's see how that works. So we're going to simply go into Layout Mode, switch to our Print Layout, there we go and then we'll go into Preview Mode. And this record is blank. It doesn't have a customer on it but let's go to the next one and you'll see that look at that. We've got the logo, we've got their correct information here on every single invoice. So we're set to go. Now what we need to do is try this out with another user. We need to logon with somebody else. So let's go back into Layout Mode and we'll switch over to our Customers Form and we'll go into Browse Mode, switch back to Preferences. Now we're still on Admin because obviously that works, but let's go to a different record. We'll Show All Records, move to this one. Here is User One. Take a look at the Preferences. We have a different formatting, different Startup Layout, different Category and different information here. So let's go ahead and try this out and see how it works. So we're going to close this file, open it up again, type in 1234, User One, open it up and the first thing we see is we go to the Customers Layout. It starts up and goes to the correct Startup Layout that we wanted and then we can try retyping this number; 1234567890. Viola. It formats it differently. We can create a new record. See, it puts Government in there? And we'll revert that. And then we can check out our Preferences. And you can see that we've gone to the right preference record. So everything looks to be working great. We haven't checked out our Print Layout, but we don't have access to Layout Mode right now so we can't really do it very easily so we'll have to trust it works because everything else did. So what you have to decide is which of these features do you want? You may not want a different company, address and logo and phone number on every invoice. It may be something you hard load on your print layout. You may want to have everybody have the same phone format and not give this option. Who knows which of these preferences you want? You have to decide. Take this idea and think about how you can use it in your solution. What kind of preferences would be good for your multi-user solution?