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FileMaker Pro 9: Beginner Tutorials

Creating a Database / Templates

Subtitles of the Movie

When you launch FileMaker, this is the dialog that appears. And if you're familiar with previous versions of FileMaker, you'll notice this dialog has been revamped. It's much more colorful, you have bigger icons over here and there's actually new features. Let's start off with the Default button, which is Create Database, which gives you all these options over here. And you can choose to create an empty database, in other words, start from scratch and create everything or you can choose to create a database using a starter solution or a template. And there's quite a few templates to choose from. Now one of the greatest things is, now you have Solution Info. Instead of blindly guessing which template might work for you, although they have pretty good names, you can actually go into Solution Info and see all this information about each one of these templates, and that will help you better decide which one will work for you. Now going to the File menu and choosing New Database is the same as launching FileMaker, you get the same dialog. Now let's take a look at the other choices here, you have Open Database, now Open Database is a feature that's always been available under the File menu. You can see Open Recent here. So you see recent files here as well. So these are all the recently opened files you have opened. So it's a great little feature, in fact, you can actually add these to your favorites, and these will show up under your Favorite Files Local, and possibly your Favorite Files Remote, which would be anything that was not on your computer's hard drive. You can even browse files from here, which you could do from the File menu, choosing Open, and when you browse, you look at your local hard drive, and then can go remote, look over the network for a file. But again, these are all available from the File menu, all these choices is just conveniently located here. And then you have the Learn More station. This is completely new and it's kind of like the Help that you see under here under the Menu, but it's more detailed. You get all kinds of information, like you can go over the Internet and go to the Knowledge Base, you can go to the FileMaker community, there's all kinds of different things you can do, so you might want to explore this if you're just starting with FileMaker. Now there's also this option down here. So you may not get this dialog that we're looking at right now when you launch FileMaker. If you don't, you may have checked this option. If you checked that option, really that's the same as going into Preferences, which is under the FileMaker Pro menu, and on Windows at the bottom of the Edit menu. That's the same as checking this option, you can turn it on and off. So if we turn it off and click OK, and then choose New Database, we get a plain old, standard Save dialog. And this is great for developers who've been in the business a long time who have a lot of experience, they don't want to see that other stuff. But for you, at this point, if you're watching the beginner tutorial, you'll probably want the Quick Start screen, so we'll turn that back on. And instead of creating a new empty database right now, we're going to start off with one of the starter solutions or templates. And we're going to start off with the Contact Manager. So let's click OK, Contact Management. Now you probably want to save this somewhere where you can easily find it. You could go to your Documents folder, but I think that going to your desktop is probably a better place. So I'll choose Desktop, this way I can easily find it, and you see it shows up over here. And now we have a fully functional Contact Manager. It's got a lot of features in it, and we're going to briefly go over it so you can get an idea of what we're going to do in the following tutorials. We're going to actually create this Contact Manager. So I want to show you what FileMaker can do, and you're welcome to start with this, but the idea behind these tutorials is to teach you how to create this, how to create this Contact Manager and eventually how to create an invoicing solution. So, we could go up to the Records menu and choose New Record, and we could do that right now, and then we can enter all the information, John, hit the Tab key or click your mouse down there, type in Osbourne. I'll be the owner and President of my company, which I am. That's Database Pros, put in a phone number. Put in an email address. All this information is filled into fields. And then we can put notes in, we can put whatever kind of information we want. We can create another record and we can do it through the button that they have here, this is actually a button that has a script attached to it. So if I click this, you'll see this area will increase in the numbers, now you have two records. We can go back to the previous record, or we can enter the data into this one. And that's enough for this one, we don't need to get much more information here. And you'll see that we can go to the List View through this button. Now you can create a List View on your own and manually go there, but they've made it easy for people to navigate here, and you'll see the List View shows you different information. It shows you less information, but all the records at once, you can see both of them here. In fact, all that it's doing is switching to a different layout and changing the view to View as List. So if we change back here, you'll see that we're on a different layout, in fact look at it here, Form View versus List View, and it's changed to View as Form for us. There's another tab here, this one goes to a Table View, which is kind of like a spreadsheet. So you have all this navigational ability right here, in fact, you even have further capabilities where you can insert a picture, and I just happen to have one here on the desktop, let's try that out. So we'll click Insert Picture, asks us to locate it, click on it. We can choose a reference or not, I'm going to choose to actually import it in here. That means that that graphic is actually stored here, that picture is actually inside the FileMaker file, whereas if I'd chosen Store only as reference, well it really wouldn't be in here, only a path to that graph; it would look the same,but it wouldn't be stored the same. In fact, if you move that graph, it would no longer show up in here. So I've chosen to store it inside of FileMaker, which does make it bigger, so there's ins and outs of whether you choose a reference or not and we'll go over those later. So take a look at this, it's not a very complicated template and we're going to try to recreate this, maybe not exactly, it's not going to have all these graphics like this, but we're going to show you how to put this together and really work to create what FileMaker's creating, how to create your own template.

Tutorial Information

Course: FileMaker Pro 9: Beginner
Author: John Mark Osborne
SKU: 33783
ISBN: 1-933736-95-X
Release Date: 2007-07-26
Duration: 12.5 hrs / 145 lessons
Work Files: Yes
Captions: Available on CD and Online University
Compatibility: Vista/XP/2000, OS X, Linux
QuickTime 7, Flash 8

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