Wmation when entertaining multiple bids on a project.
How to use this solution
For each project, enter as much information as you have about each company's bid. Use the Bid Comparison report to organize the information to make it easy to compare the bids to each other.
How to customize this solution
Define additional fields that will help you differentiate the bids.
For instance, for a landscape bid, you might want to know whether o
HBAM2016AUG95
Pro 5.0
maintenance service. You can add a field called Maintenance and display it as a check box or Yes/No radio buttons.
e information for each person. Instead, click the Multiple Recipient button to go to the Multiple Recipient layout. Enter the basic information once, and it will be repeated for each new record.
How to customize this solution
In Layout mode, create new layouts for your own certificates and awards. See the FileMaker Pro documentation for information on using global fields, such as those used in the Multiple Recipient entry form and certificate.
Add buttons for each new c
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About the Calculations and Scripts file
This database is provided to help you get results quickly with FileMaker Pro.
Description
This database contains calculation formulas, scripts, and tips that can be adapted to your own databases.
How to use this database
Clicking on the Overview button gives you access to instructions, formulas, or script names; and, in some cases, notes.
The Instructions tab will give you a full explanation of what you need to create for either the calculatio
the original template. To open a database you have created, select Open from the File menu and select the desired file.
Template Usage
Layouts
Each layout has been designed to fit a Macintosh 14" or Windows 640x480 VGA screen. Layouts such as Form View, List View, Information, and Reports can be acces
To access the Form View layout, click the Form button. Use the Form View layout to enter data into the template file. If more than one Form View layout is included in a solution (for example, in the Asset Management database), tabs have been provided to easily navigate between screens while still working with the same record.
List View
To access the List View layout, click the List button. The List View is used to display multiple records onscreen simultaneously. This differs from Form V
iew, which displays one record at a time.
Information
To access the Information layout, click the "?" button. This layout contains a brief description of the file, an explanation of how to use it, and suggestions for customizing it for your own needs.
Reports Layout
To access the Report menu, click the Reports button. The Reports menu layout contains at least four buttons. Some of these have already been defined, the others are for your use. When you click one of the named report buttons
, the solution automatically switches to the corresponding report layout and pauses in Preview mode so you can see what the report will look like when it prints.
To print the report, choose Print from the File menu while the report is paused in Preview mode. Click the Continue button to return to the Report menu.
Creating Custom Buttons and Reports
Creating Your Own Buttons
You can easily create your own buttons on any layout to perform a common task. For example, you may want to creat
e a button that prints the current record.
To define a Print button:
1. Choose Layout from the View menu.
2. Using the button tool, create a button on the layout. A command list will appear.
4. Select Print from the list of commands.
5. Click OK to close the dialog.
6. Enter the button text as "Print Current Record" and press the Enter key. The button has been defined and is ready to use.
7. Choose Browse from the Mode menu.
8. Click your new button and watch the Print dialog app
ear!
Note: To execute multiple commands by simply clicking a button, you can attach a ScriptMaker script to the button. For details on creating scripts and buttons, see "Using ScriptMaker and Buttons," in the FileMaker Pro User's Guide.
Creating Your Own Reports
The Reports Menu layout contains a button labeled "Your Own Report", that can be customized to display your own reports. Use this button as a shortcut. For example, you may wish to create a button that finds all your contacts
in California, sorts them by Last Name, and prints a report.
1. Create a layout that contains the fields you want on your report. For details on creating layouts for reports, see "Laying Out and Arranging Information," in the FileMaker Pro User's Guide.
2. Create a script that finds the records you want, sorts, goes to the new report layout, and previews the report. Use the following script steps to accomplish this: Perform Find, Sort, Go to Layout, and Enter Preview Mode. For details
on creating scripts, see "Using ScriptMaker and Buttons," in the FileMaker Pro User's Guide.
3. In Layout mode, select the button named "Your Own Report."
4. Choose Button... from the Format menu.
5. Select Perform Script from the list of commands.
6. Choose the script that you defined in step 2 from the Specify Script pop-up menu.
7. Click OK to close the dialog.
8. Change the text for this button by clicking the text "Your Own Report," typing the name of your report, and pressing J
the Enter key.
9. Choose Browse from the Mode menu.
10. Click your new report button to see the report!
Note: For information on printing reports, see "Previewing and Printing Information," in the FileMaker Pro User's Guide.
commands.
5. Click OK to close the dialog.
6. Enter the button text as "Print Current Record" and press the Enter key. The button has been defined and is ready to use.
7. Choose Browse from the Mode menu.
8. Click your new button and watch the Pri
of the file, an explanation of how to use it, and suggestions for customizing it for your own needs.
Reports Layout
To access the Report menu, click the Reports button. The Reports menu layout contains at least four buttons. Some of these have already been defined, the others are for your use. When you click one of the named report
o create a database using a template, select a template from the New Database dialog that appears when you start FileMaker Pro or choose New from the File menu. FileMaker Pro makes a copy of the original template and opens the copy for you to use. Modifications are then made to the new database, not the original template. To open a database you have created, choose Open from the File menu and select the desired file.
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y of these databases as a clone with no records, the clones will not retain the graphics used in the container fields of the original database. In order to retain these graphics, make a copy of the files before starting FileMaker Pro, and use that copy instead of a clone.
7/29/1999
MenuB
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Keywords
T List View
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Y Main Menu
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DetailsB
Businessu
Business Cards.fp3y
Cards, Names, Addressesz
3/13/95{
05/27/1999
Paul Farrah
Business
Collections
Description
Use this database template to track the items in a collection. For example, you can track your collection of books, coins, dolls, stamps, wines, and so on. The database currently keeps track of coin and stamp collections.
How to use this template
Enter information into each of the fields as you add to your collection. You can view the details of each item or review the entire collection as a list. You can also print out a report detailing your collection.
Tips for customiz
button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
ect a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Chelect a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Event Schedule.fp3y8Calendar, Events, Names and Addresses, Weddings, Partiesz
3/13/95{
05/27/1999| Education
Paul Farrah
C Education
Expense Report
Description
Use this expense-tracking database to report reimbursable business expenses.
How to use this template
Employees can enter information directly into the database. Or, they can create and print a new blank record and complete the Expense Report by hand.
Tips for customizing this template
Enter your company's per mile reimbursement rate. To do this, choose Field Definitions from the File menu and double-click the Rate per Mile field. Then, change the value in the Data text box
Click on the Reports button.
Solution NameB
DescriptionB
KeywordsB
Date CreatedB
Date ModifiedB
Solution IDB
InfoB
Created ByB
About TextB
CategoryB
Main Menu InfoB
LastLayoutNumber gB
Included with FileMaker Pro is a collection of templates provided to help you quickly begin using the product. These templates are designed to give you new ideas about how to use FileMaker Pro. A "Calculations and Scripts" file is included to demonstrate sample calculations and scripting solutions to some of the most commonly requested help topics on FileMaker Pro.
To create a database using a template, select a template from the New Database dialog that appears when you start FileMak
er Pro or choose New from the File menu. FileMaker Pro makes a copy of the original template and opens the copy for you to use. Modifications are then made to the new database, not the original template. To open a database you have created, choose Open from the File menu and select the desired file.
Template Usage
Layouts
Layouts such as Form View, List View, Information, and Reports can be accessed by clicking buttons located at the top of each layout in the template files.
Form View
ing this template
Choose Field Definitions from the File menu to add new fields that you might need. The Item field uses a value list based on the contents of the field. This means that every time you add a new value in this field, that value is added to the list, making it easier to enter or search for that value in the future.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Click on the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
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Welcome!
Included with FileMaker Pro is a collection of templates provided to help you quickly begin using the product. These templates are designed to give you new ideas about how to use FileMaker Pro. A "Calculations and Scripts" file is included to demonstrate sample calculations and scripting solutions to some of the most commonly requested help topics on FileMaker Pro.
The templates are relatively simple and can be easily modified to suit your own needs. Just add or modify field
s, layouts, or scripts when necessary.
The "Calculations and Scripts" file contains example calculation fields and pre-defined scripts which can be adapted to your solution files to enhance their functionality. You can copy and paste the calculation definition into your database or import the example scripts.
If you are new to FileMaker Pro, review the documentation and the FileMaker Pro Tutorial (included with the product) for more information on working with FileMaker Pro files.
1998 FileMaker, Inc.
FileMaker is a registered trademark of FileMaker, Inc.
Project Management
Tony Campitelli
Software Development
Christopher Pratt
Graphic Design
German Bauer
Documentation
Kathy Osborne, Peter Haase, Geri Hyde, and Tom Lloyd
Special Thanks to
Pam Berry, Mike Buckalew, Dave Heiber,
Rob McCullough, Dan McKean, Kelly Paige,
and the entire FileMaker team.
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Business Templates
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Business Templates
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Description
This relational database keeps track of employee hours. It is related to the Time Billing Line Items database.
How to use this template
Your employees can enter their hours directly into the database, or you can print a blank record and complete the form by hand.
The database calculates the hours worked based on the start time, lunch duration, and end time.
Tips for customizing this template
You can add fields to calculate the employees' pay, based on the hours they worked
and their pay rate. You can also track vacation and sick time by adding a summary field for each time category.
Printing a Report
Click on the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
A!Using the FileMaker Pro TemplatesB"FileMaker Pro Template InformationH
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that are borrowed with an expected return date.
Tips for customizing this template
The Item, Location, Assigned To, and Purchased From fields use value lists based on their contents. This means that every time you add a new value in any of those fields, that value is added to the list for the field, making it easier to enter that value in the future. The Category field is based on a predefined value list. To edit the value list, select the Category field in the Form layout in Layout mod
e. Choose Field Format from the Format menu. In the list of value lists, choose Define Value List, and edit the list of categories.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Business
ctions
employee
leave
forms
event
planning
expense
report
calculations
scripts
cover
sheets
identification
badges
inventory
listings
library
messages
personnel
records
purchase
orders
recipes
billing
facsimile
employee
management
expense
employee
management
leave
vacation
personnel
employee
management
personnel
inventory
tracking
assests
records
search
employment
contacts
messages
telephone
sonnel
records
photo
album
product
brochure
projects
system
purchase
orders
recipes
student
records
service
billings
timecards
video
database
cellar
anning
wedding
field
trips
school
administration
students
library
photography
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employment
messages
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Use this database to keep all your favorite recipes in one place, so they're easy to find and easy to update.
How to use this template
In the Form layout, click the New button to create a new record, and begin entering your recipes.
Tips for customizing this template
Add a Container field called Picture and import or paste a photograph of the finished dish.
Printing a Report
Click on the Reports button. Select a report to preview. Choose Print from the File menu. AfterB% printing, click the Continue button.
Use this template to create a database for guests you have invited to your event. You can track the number of attendees, gifts received, and notes.
How to use this template
In this database, each record represents an invitation. You can track invitations to multiple people, such as to a couple or family. You track the number of people included in the invitation in the "Attendees" area. The Guest List report layout tracks the total number of responses.
Tips for customizing th
is template
If you are managing more than one party at a time, create a field that will identify which party the guest is invited to. To save typing, if you have a database of names and addresses, you can import them into the "Guests" area. Or, you can define a match field in this database and in your Address database, and then create a relationship between the two databases. You can also create a mailing labels layout or name badges layout.
Printing a Report
Click the Reports button. S
Description
Use this database template to track employee leave requests.
How to use this template
Your employees can enter information directly into the database, or create and print a blank record and complete the form by hand.
Tips for customizing this template
You can create a relationship to your personnel records database file (based on the Employee ID field) to retrieve values for First Name, Last Name, and Department.
Printing a Report
Click the Reports button. Select a reporB[t to preview. Choose Print from the File menu. After printing, click the Continue button.
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Businessu
Expense Report.fp3y
Employee Management, Expensez
3/6/95{
05/27/1999
Paul Farrah
Business
Fax Cover Sheets
Description
Use this database template to create and print a cover sheet for fax transmissions.
How to use this template
Use the fax form layout to create and print a cover sheet. To set up your company information, click the Edit Your Company Info button. This takes you to a layout where you can type your company data, which appears on the fax layout. The list layout lets you see records for faxes you've sent. The fax layout lets you preview the fax cover sheet. You also print or fax
report to p
en print the Event Schedule report. The report prints each month's events on a separate page.
How to customize this template
Add your school logo to the layouts.
To create a value list for the Location field, select the field on the Form View layout in Layout mode, and choose Field Format from the Format menu. Select the Pop-up lBaist or Pop-up menu style, and then choose Define Value Lists from the pop-up menu of value lists.
Event Schedule.fp3y
Calendar, Eventsz
3/13/95{
11/30/95| Education
Paul Farrah
C Education
Expense Report
Calendar, Eventsz
3/13/95{
11/30/95| Education
Paul Farrah
C Education
Expense Report
directly from the Fax layout (if you have fax modem software installed and enabled).
Tips for customizing this template
Create a value list for the Company field, with the names of companies you frequently send faxes to. If you have a Customers or Contacts database that contains a field for Fax numbers, you can link the To field to the Customer or Contact Name field, and then use the relation to automatically enter the Company and Fax Number. You can also use a relation to display info
0rmation from the Fax database in your Contacts database. For instance, you can display the dates and subjects of faxes in a portal on a Contacts layout.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Cancel
No Records to Print.
Page Set up for Found Set
HP DeskJet 540 Printer
Find with Error
Set Field for Last Layout
Page Set up for Current Record
HP DeskJet 540 Printer
<A#Toggle Status Area (Debug Use Only)
Print Information with Error
Paul Farrah
Business
Job Listings
Description
Use this database to create job listings quickly and easily.
How to use this template
Type your information into the fields and then view or print a list of jobs from the reports layout.
Tips for customizing this template
You can add new layouts that include a cover letter for submitting your r
and a thank-you letter to follow up on an interview. Create mailing label or envelope layouts for a more professional appearance when sending your materials.
Printing a Report
lick the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Job Search.fp3y Job Search, Employment, Contactsz
3/6/95{
05/27/1999}
Paul Farrah
Messages
Businessu
Fax Cover Sheets.fp3y
Correspondence, Facsimilez
3/10/95{
05/27/1999
Paul Farrah
Business
Identification Badges
Description
Use this database template to print out identification such as employee badges, name tags, conference badges, or place cards.
How to use this template
Add information about your employees, including pasting or importing their pictures. You can print badges, name tags, and place cards by running one of the three reports provided. To add a digital picture, select the photo field and paste the picture from the Clipboard by choosing Paste from the Edit menu, or import a picture f
acts layout.
Printing a Report
Click on the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
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Open Script
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2A List View
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Find Calculations and Scripts
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&%Print Template Information with Error
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Set Field for Last Layout
Go to the FMI Home Page
Business Templates
ny necessary fields, etc.), open your database, select ScriptMaker from the Scripts menu, click the Import button, and select this file (Calculations and Scripts). You will then be able to select the script you would like to import into your database.
If the record is describing a calculation, a formula will be displayed without instruction so that you can bypass the instructions and just copy the formula for use in your database.
If the record is describing a script, the script steps will be displayed without instruction so that you can examine them.
There are 6 scripts included with this database that you can import and modify for use with your database. Follow the directions f
rom a file by choosing Import/Export from the File menu and then choosing Import Picture
. You can print badges, name tags, and place cards by running one of the three reports provided.
Tips for customizing this template
Add any fields you want to track. For instance, you might want to specify which of your company's sites the employee has access to. You can customize the existing layouts or create additional layouts. You can convert this database into one that creates badges and place C
cards for other purposes, such as parties or professional society meetings.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Businessu
Identification Badges.fp3y
Badges, ID, Names, Tagsz
3/6/95{
05/27/1999
Cancel
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Cg,$K5C
Print detail information for all of the templates in this found set or just the current template?E)
Description
Use this database template to track your messages. You can use it the same way you would a message pad to record important information about a caller or visitor.
How to use this template
Any time a visitor or caller leaves a message, enter the information into the database and keep track of what needs to be followed up on.
Tips for customizing this template
Create your own custom lists by setting the options for the To field. In Layout mode, select the To field in the Form
layout and choose Field Format from the Format menu. Use the pop-up list style. In the "using value list" list, select Define Value Lists. Create a value list named "People" and type the names of the people in your office or home.
If you own multiple copies of FileMaker Pro, you can share the file over a network. To do this, choose a network protocol in Preferences. Then, to enable sharing, choose multi-user sharing from the File menu. Other FileMaker Pro users can access the database fi
le by clicking the Hosts button in the Open dialog.
Printing a Report
Click on the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
Businessu
Messages.fp3y
Messages, Telephonez
3/6/95{
05/27/1999
Paul Farrah
Business
Personnel Records
Format from the Format menu. Use the pop-up list style. In the "using value list" list, select Define Value Lists. Create a value list named "People" and type the names of the people in your office or home.
If you own multiple copies of FileMaker Pro, you can share the file over a network. To do this, choose a network protocol in Preferences. Then, to enable sharing, choose multi-user sharing from the File menu. Other FileMaker Pro users can access the database fi
and keep it in a safe place, such as a safety deposit box or with your insurance agent. You can use the information if you have to make an insurance claim.
Tips for customizing this template
You can modify the value lists for the Location and Category fields with your own data. Select the field in Layout mode and choose Field Format from the Format menu. Choose Define Value Lists from the pop-up menu of value lists, and modify the list to suit your requirements.
Printing a Report
ClickC
the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
y$Inventory, Tracking, Assets, Recordsz
04/14/99{
05/27/1999
rob_mccullough
Calculations and Scripts
s information would be used in the Product Sales file to f
Businessu
Personnel Records.fp3y
Employee Management, Personnelz
3/6/95{
05/27/1999
Paul Farrah
Business
Purchase Orders
Description
Use this database template to track purchase orders. FileMaker Pro will calculate sales tax and product discounts.
How to use this template
You can update the sales tax and discount rate by updating the values in those fields. The Purchase Order report prints a typical purchase order form.
Tips for customizing this template
You can create a relationship from this file to your own product database file or even your suppliers' files. For example, a relationship based on the Pro
Vduct ID field can retrieve product description and price information for you. A relationship based on Supplier Company can enter information such as the supplier's address and discount rate.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
About the Calculations and Scripts file
This database is provided to help you get results quickly with FileMaker Pro.
Description
This database contains calculation formulas, scripts, and tips that can be adapted to your own databases.
How to use this database
Clicking on the Overview button gives you access to instructions, formulas, or script names; and, in some cases, notes.
The Instructions tab explains what you need to do to create a calculation or a script.
The Calculation or
Script tab will show:
If the record is describing a calculation, a formula will be displayed without instruction so that you can bypass the instructions and just copy the formula for use in your database.
If the record is describing a script, the script steps will be displayed without instruction so that you can examine them.
There are 6 scripts included with this database that you can import and modify for use with your database. Follow the directions for using these scripts (create a
Description
Use this database file to maintain employee data such as hire date, salary, manager, department, pay grade, and next review date. You can also include personal information.
How to use this template
Use the phone dialing feature to quickly dial the employee's extension. In an emergency, you can click the telephone icon next to the emergency contact information to call the contact person. Edit your phone dialing preferences in the Preferences dialog box.
Tips for customizing th
2is template
By building relationships, you can integrate this database with other FileMaker Pro databases such as Expense Report or Identification Badges.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
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gether to keep track of projects and the specific tasks that need to be accomplished to complete each project. The Projects file keeps track of general information such as project name, status, description, milestones, and resources. The Project Tasks file contains details about the specific tasks, such as the task's status, cost, and headcount.
How to u
se this template
Start by defining the whole project in the Projects database. Then, name each task and fill out as much of the other information as you know. If you click the arrow button to the right of the task information, the Project Tasks database is opened and brought to the front. Finish filling out the task information, and then click the arrow button to the right of the Project Name to return to the Projects file.
How to customize this template
You can create custom reports to o
ate or status.
If you have a regular team, you might want to use a value list to help you enter their names in the Task Manager and Project Manager fields.
Use this database template to create and print business cards quickly and easily.
How to use this template
Type your information into the fields and paste or import your company logo. The Business Cards report layout prints eight business cards per page.
Tips for customizing this template
Create new layouts to make different styles of business cards. You can do this easily by duplicating the Business Cards layout and then editing the look of the graphics and text. You can crB
eate labels layouts which can serve as name badges for events or meetings.
Printing a Report
Click on the Reports button. Select a report to preview. Choose Print from the File menu. After printing, click the Continue button.
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04/14/99{
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rob_mccullough
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Description
Use this database template to keep an inventory of your belongings, including furniture, jewelry, clothing, artifacts, and heirlooms. The file includes fields for entering the serial number, purchase date, and value of each item. You can also paste or import a photograph of each item.
How to use this template
Start by going to each room in your house and list all the items you see. Add as much information as you need to describe each piece. You can print an inventory report
ist. You could adapt this template to track any type of materials that are loaned or borrowed with an expected return date.
You could adapt this template to track any type of materials that are loaned or borrowed with an expected return date.
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04/14/99{
04/14/99
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3/10/95{
05/27/1999
Paul Farrah
Business
Recipes
Description
Use this database to keep all your favorite recipes in one place, so they're easy to find and easy to update.
How to use this template
In the Form layout, click the New button to create a new record, and begin entering your recipes.
Tips for customizing this template
Add a Container field called Picture and import or paste a photograph of the finished dish.
Printing a Report
Click the Reports button. Select a report to preview. Choose Print from the File menu. After prB"inting, click the Continue button.
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3/6/95{
05/27/1999}
Paul Farrah
fter printing, click the Continue button.
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3/6/95{
04/14/99
Paul Farrah
Business
Library
Description
Use this database to keep all your books, periodicals, or newsletters as a collection, and track the loaning out process of these materials as a library resource.
How to use this template
Click the New Record button and begin entering information about your books and periodicals. List important or relevant articles or chapters in the Contents fields to quickly locate these topics at a later date. Use the loan option to track who borrowed the materials and when it will be reB
turned.
How to customize this template
Modify the categories field by editing the Category value list. You could adapt this template to track any type of materials that are loaned or borrowed with an expected return date.
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Asset Management
Description
Use this database template to track office assets such as furniture, equipment, or other depreciable items. The template includes fields to input the serial number and purchase date of the asset.
How to use this template
Click a tab to enter or view general information, purchase information, and depreciation information about each asset. Click the Reports button to run inventory and depreciation reports that you can use to complete your taxes. Use the Loan tab to track items
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