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 3.0
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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HP DeskJet 540 Printer
Description
This relational database template consists of the Projects file and the Project Tasks file. These two database files work together 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.
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ABOUT TEXT
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CREATED BY
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MAIN MENU INFO
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USERD.SPL
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Print Template Information
Print Information
ListB
not 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
leMaker 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 box.
8. Change the text for this button by clicking the text "Your Own Report," typing the name of your report, and pressing 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 chapter 6, "Previewing and Printing Information," in the FileMaker Pro User's Guide.
Examples with Data
Also included on the FileMaker Pro CD are copies of the template examples that include data, to allow you to see how the templates work. These files are located in the Examples folder in the FileMaker Pro folder.
This layout contains a brief description of the file, an explanation of how t
er script to the button. For details on creating scripts and buttons, see chapter 5, "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 c
ontains the fields you want on your report. For details on creating layouts for reports, see chapter 3, "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 chapter 5, "Using ScriptMaker and Buttons," in the Fi
e 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
Each FileMaker Pro template contains at least one button labeled "Your Own Button" on most layouts. Use this button as a shortcut to perform a common task. For example, you may want to create a button that prints the current record.
To define a Print button:
1. Choose Layout from the Mode menu.
2. Se
lect the button labeled Your Own Button.
3. Choose Button... from the Format menu.
4. Select Print from the list of commands.
5. Click OK to close the dialog box.
6. Change the button text to "Print" by selecting the button text "Your Own Button," typing the word "Print," and pressing the Enter key.
7. Choose Browse from the Mode menu.
8. Click your new button and watch the Print dialog box appear!
Note: To execute multiple commands by simply clicking a button, you can attach a ScriptMak
avigate between screens while still working with the same record.
List View
To access the List View layout, click the View as List button in the button bar. The List View is used to display multiple records onscreen simultaneously. This differs from the Form View, which displays one record at a time.
Information
To access the Information layout, click the Info button in the button bar. 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.
Report Menu
To access the Report Menu, click the Reports button in the button bar. The Report Menu layout contains at least four buttons. Some of these have already been defined, with the others left 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 that you can see what the report will look like when it prints.
To print the report, choos
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, select Open from the File menu and select the desired file.
Template Usage
Layouts
Each layout has been designed to fit a 640 x 480 monitor. Layouts such as Form View, List View, Information, and Reports can be accessed by clicking buttons in
the button bar located at the top of each layout in the template files.
Form View
To access the Form View layout, click the View as Form button in the button bar. Use the Form View layout to enter data into the template file. Each sample solution with data consists of at least one Form View layout that contains all the information pertaining to a record. If more than one Form View layout is included in a solution (e.g. in the Job Application database), tabs have been provided to easily n
1997 Claris Corp.
FileMaker is a registered trademark of Claris Corporation.
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.
1997 Claris Corp.
FileMaker is a registered trademark of Claris Corporation.
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.
issler, Joanna Terry, and the entire FileMaker team.
Welcome!
Included with FileMaker Pro is a collection of templates to help you begin using the product quickly. These templates are designed as solutions for either business, education, or home use and may give you new ideas about how to use FileMaker Pro. All templates are available on the FileMaker Pro CD distribution, with a reduced set included on the floppy disk installation.
The templates are relatively simple and can be easily modified to suit your own needs. Just add or modify fi to help you begin using the product quickly. These templates are designed as solutions for either business, education, or home use and may give you new ideas about how to use FileMaker Pro. All templates are available on the FileMaker Pro CD distribution, with a reduced set included on the floppy disk installation.
The templates are relatively simple and can be easily modified to suit your own needs. Just add or modify fi
elds, layouts, or scripts when necessary. These same templates are available with sample data in the Examples folder.
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.
Select a category of templates from the buttons provided to see an overview of the FileMaker Pro templates and what they can do for you!
To create a database using a template, select a template from
the New Database dialog box 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, select Open from the File menu and select the desired file.
Finally, if you are planning on working with the URL Register, and on the Main Menu and Phone Numbers files that are included wi
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Asset Management
Description
This file helps you track office assets such as furniture, equipment, or any other depreciable item. The file includes fields to input the serial number and purchase date of the asset.
How to use this template
You can print an inventory report that you can use to complete your taxes.
How to customize this template
The Item, Location, Assigned To, and Purchased From fields use value lists based on the their own contents. This means that every time you add a new value in any o
f those fields, the value is added to the pop-up list for the field, making it easier to enter that value in the future.
The Category pop-up menu is based on a predefined value list. To edit the value list, select the Category field in the Form View layout in Layout mode. Choose Field Format
from the Format menu. In the pop-up menu of value lists, choose Define Value List
, and edit the list of categories.
Template - FindB
Keyword:C!Enter find criteria and click OK:E
Description:I
Template Name:O Category:R
Template - FindB
Keyword:C!Enter find criteria and click OK:E
Description:I
Template Name:O Category:R
Business Cards
Description
Use this database to create business cards quickly and easily.
How to use this template
Type the information into the fields and paste or import the logo. The Business Cards report layout prints ten business cards per page.
How to customize this template
Create new layouts to make different styles of cards. You can do this easily by duplicating the Business Cards layout and then editing the look of the graphics and text.
Businessu
Business Cards.fp3y
Cards, Names, Addressesz
3/13/95{
04/04/96
Paul Farrah
Business
Buscards
Buy versus Lease
Paul Farrah
Business
Buscards
Buy versus Lease
Comparison.fp3y
Bid Comparison, Projectsz
3/6/95
Businessu
Bid Comparison.fp3y
Bid Comparison, Projectsz
3/6/95
Bid Comparison
Description
Use this database to organize information when entertaining multiple bids on a project.
How to use this template
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 template
Define additional fields that will help you differentiate the bids.
For instance, for a landscape bid, you might want to know whether or not thB
e company offers a landscape maintenance service. You can add a field called Maintenance and display it as a check box or Yes/No radio buttons.
Businessu
Bid Comparison.fp3y
Bid Comparison, Projects
Businessu
Bid Comparison.fp3y
Bid Comparison, Projects
comparison
business
cards
versus
lease
receipts
membership
employee
leave
forms
equipment
rental
usage
expense
report
expenses
system
cover
sheets
frequent
flyer
database
identification
badges
inventory
system
application
messages
names
addresses
personnel
records
product
brochure
projects
system
purchase
orders
service
billings
timecards
music
database
names
addresses
party
wedding
planning
personnel
records
photo
album
product
brochure
projects
system
purchase
orders
recipes
student
records
service
billings
timecards
video
database
cellar
Description
You can use this file to analyze relative costs and determine whether to buy or lease an item. Enter the data and the database performs the calculations.
How to use this template
Experiment with different down payments or loan/lease terms (in years) to see how changes in those values can affect your decision.
How to customize this template
Present the information graphically by exporting the data from the file and using it to create a chart in ClarisWorks or ClarisImpact.
Businessu
Buy versus Lease.fp3y
Buy, Lease Managementz
3/13/95{
04/04/96
Paul Farrah
Business
Lease
Cash Receipts
inventory
system@
list@
time@
container`
depending@
elementary@
fieldsB
handk
information\
line@
multi-user@
paper@
providers@
resultT
status@
they're@
updating@
whenZ
awards
certificates@
employeeM
namesH
Description
Use this database to keep track of those hard-to-manage cash receipts. Just enter your receipt information on a regular basis to make it easier to organize your financial records.
How to use this template
Enter in your information and print a cash receipts report, which you can use to prepare your taxes.
How to customize this template
Edit the Category list to reflect your needs. To edit the list, select the Category field in the Form View layout in Layout mode. Choose Field
Format
from the Format menu. In the Value List pop-up menu (that currently says "Category List"), choose Define Value List
, and add or delete values.
Create a new report that sorts the receipts by category. To do this, simply use the Receipt Summary layout, sort by Category and select Preview from the Layout menu. For details on sorting and preview, see the FileMaker Pro documentation.
basis to make it easier to organize your financial records.
How to use this template
Enter in your information and print a cash receipts report, which you can use to prepare your taxes.
How to customize this template
Edit the Category list to reflect your needs. To edit the list, select the Category field in the Form View layout in Layout mode. Choose Field
Format
from the Format menu. In the Value List pop-up menu (that currently says "Category List"), choose Define Value List
, and add or delete values.
Create a new report that sorts the receipts by category. To do this, simply use the Receipt Summary layout, sort by Category and select Preview from the Layout menu. For details on sorting and preview, see the FileMaker Pro documentation.
o enter all the 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 template
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
=ertificate design in the Report menu.
You can change the Report scripts so that they print the current Found Set. To do so, edit the For Individual and For Many scripts in ScriptMaker
: remove the Pause after the Preview Mode step and insert a Print step. For more information, see the documentation for ScriptMaker.
Certificates.fp3
Businessu
Cash Receipts.fp3y
Cash, Expenses, Receiptsz
4/5/95{
04/04/96
Paul Farrah
Business
Receipts
Certificates
Description
Use this database to create certificates and awards. The database then keeps track of all the certificates you have created.
How to use this template
To create a certificate that will be used only once, enter information into all the fields in the Individual Recipient layout. Then view the finished certificate by clicking the Report button and then choosing the For Individual report.
If you want to create copies of the same basic certificate for many people, you don't need t
Awards, Certificatesz
3/10/95{
04/04/96| Education
Paul Farrah
C Education
Awards
Check Tracker
Description
This is a simple template to record debits from and credits to a checking account.
The Transaction List report calculates your running balance.
How to use this template
Enter all your transactions as you write checks and withdraw or deposit money. Include the check number or transaction number in the Ref. No. field as a reference.
How to customize this template
Add a new field called Category. Then, you can design a report that breaks down your financial transactions byB
category, so that you know where your money goes each month. See the documentation on subsummary reports for more information.
This is a simple template to record debits from and credits to a checking account.
The Transaction List report calculates your running balance.
How to use this template
Enter all your transactions as you write checks and withdraw or deposit money. Include the check number or transaction number in the Ref. No. field as a reference.
How to customize this template
Add a new field called Category. Then, you can design a report that breaks down your financial transactions byB
category, so that you know where your money goes each month. See the documentation on Subsummary reports for more information.
Use this file to manage club membership information. Easily keep track of when member's renewal fees are due.
How to use this template
Use the Membership and Personal tabs to enter and view information about the current member. You can view and print a report of members' phone numbers.
How to customize this template
Create reports that list members by start date or by company. Add email to the Phone Numbers report.
Create a layout that reminds you of upcoming birthdays or aB
nniversaries. You can simply find all birthdays in the coming month and display them in a report. Or, you can add a calculation field that compares today's date against the birth date and then create a report of all birthdays in the next 30 days.
Businessu
Club Membership.fp3y%Club, Membership, Names, Subscriptionz
This file helps you track rental equipment, such as furniture or computers. It keeps a rental history for each item.
How to use this template
Use this template to track current rentals and the rental history of each item. You can run reports detailing overdue rentals and the rental history of each piece. You can also use the reports to complete your taxes.
How to customize this template
You can change the values in the predefined value list so that the report contains categor
Bies for your types of rental equipment.
You can link the Customer Order No. field to an Invoices database to complete your tracking system. Or, you can add a Customer ID field linked to a Customers database. Then you could create reports showing which rentals are current and which rentals are overdue for each customer.
Business
Equipment Rental & Usage.fp3y
Equipment, Rentalz
3/6/95{
04/04/96
Paul Farrah
Business
Eqrental
Event Schedule
Description
This database keeps track of events being held at your school.
How to use this template
Enter the event information in the Form View screen, and then 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{
04/04/96| Education
Paul Farrah
C Education
Events
Expense Report
Description
This database keeps track of events being held at your school.
How to use this template
Enter the event information in the Form View screen, and then 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
Businessu
Expense Report.fp3y
Employee Management, Expensez
3/6/95{
04/04/96
Paul Farrah
Business
Exp_rpt
Faculty Staff
Description
You can use this database to maintain school employee data such as hire date, salary, department, and grade. You can also include personal information.
How to use this template
You can use the Phone Dialing feature to call the employee or the emergency contact person. Click the phone icon beside either field. See the FileMaker Pro documentation for more information about setting up Phone Dialing.
How to customize this template
You can create a layout that includes your schoB
ol logo and print faculty identification badges.
You could change the field names to customize this database to keep track of employees of any type of business.
Faculty Staff.fp3
y#Employee Management, Faculty, Staffz
8/17/95{
04/04/96| Education
Paul Farrah
C Education
Faculty
Family Medical Records
Description
This database keeps track of all medical events in your family. Use this database to record pertinent information, such as diagnosis and instructions, to keep a medical history for each family member, and to track insurance billing and payment.
How to use this template
For each medical event, record the family member, condition, and date. Then use the tabs to enter and view information for the medical provider, treatment, and insurance information.
This expense-tracking database file is a standard business form for reporting reimbursable business expenses.
How to use this template
Your employees can enter information directly into the database. Or, they can create a new, blank record, print it, and complete the form by hand. The Report layout has an area for required signatures.
How to customize this template
Enter your company's per mile reimbursement rate. To do this, choose Define Fields from the File menu, and doub
dle-click the Rate per Mile field. Then, change the value in the Data text box.
You can create a lookup from the Personnel Records database file based on the Employee ID to enter values for First Name, Last Name, and Extension. By using a lookup, rather than a relation, you keep a record of the personnel data at the time the expense report was created.
r each person in the family, run the Medical History report.
How to customize this template
Create a separate file to hold information on each of the family's regular medical providers and another one for insurance carriers. Then use lookups to quickly and accurately enter information in the Medical Provider and Insurance areas. By using lookups rather than relations, each record will retain the historical data, even if the doctor moves or the insurance information changes.
Family Medical Records.fp3y
Doctor, Family, Medicalz
3/6/95{
04/04/96}
Paul Farrah
Medical
Fax Cover Sheets
in the family, run the Medical History report.
How to customize this template
Create a separate file to hold information on each of the family's regular medical providers and another one for insurance carriers. Then use lookups to quickly and accurately enter information in the Medical Provider and Insurance areas. By using lookups rather than relations, each record will retain the historical data, even if the doctor moves or the insurance information changes.
Family Medical Records.fp3y
Doctor, Family, Medicalz
3/6/95{
11/30/95}
Paul Farrah
Fax Cover Sheets
Businessu
Fax Cover Sheets.fp3y
Correspondence, Facsimilez
3/10/95{
04/04/96
Paul Farrah
Business
Field Trips
Description
This database maintains information on various field trips.
How to use this template
You can use the database to record information about past trips, and you can also use it to plan upcoming trips.
How to customize this template
Create reports that focus on different aspects of the field trips, such as the price, attendance, distance, or interests and objectives. You could also add a field to record whether the field trip supervisor felt that the trip was worth repeating.
Field Trips.fp3y,Field Trips, School Administration, Studentsz
8/30/95{
04/04/96| Education
Paul Farrah
C Education
Fieldtrp
Film & Video Library
yout.
Description
Use this database file to keep track of your rolls of film or home video and movies.
How to use this template
Add your own collection to this database file. Number your rolls of film and videos and include a brief description of what is on the tape or video.
How to customize this template
You can coordinate this database with the Photo Album database by adding a Film ID field in the Photo Album database to identify the roll of film.
In the same way, you can add a Film IDBP field to the Video Library database to add your own home videos to the library.
Film & Video Library.fp3y!Film, Library, Photography, Videoz
3/6/95{
08/18/97}
Paul Farrah
Film_vid
95| Education
Paul Farrah
C Education
Film & Video Library
Description
This database provides a simple format to print fax cover sheets. It then keeps track of all cover sheets that have been created. You can use this database to track all faxes that you have sent.
How to use this template
Simply enter information in the fields and type your message in the scrolling area. When you print the cover sheet using the Fax report, the information is arranged in a standard cover sheet format.
You can add your company information and logo to the Fax lay
How to customize this template
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 information 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.
Frequent Flyer Database
database file to keep track of your rolls of film or home video and movies.
How to use this template
Add your own collection to this database file. Number your rolls of film and videos and include a brief description of what is on the tape or video.
How to customize this template
You can corrdinate this database with the Photo Album database by adding a Film ID field in the Photo Album database to identify the roll of film.
In the same way, you can add a Film IDBP field to the Video Library database to add your own home videos to the library.
Film & Video Library.fp3y!Film, Library, Photography, Videoz
3/6/95{
11/30/95}
Paul Farrah
Frequent Flyer Database
Description
Use this database to keep track of your frequent flyer miles.
How to use this template
Enter your frequent flyer transactions into the form. You can keep track of miles you receive from flying or from credit card transactions, hotel stays, and so on. You can also keep track of the miles you redeem, by entering a debit transaction.
When you need to know how many frequent flyer miles you have earned, you can use the Mileage Summary report.
How to customize this template
You caB
n track frequent flyer miles for more than one person by adding a name field. You can link this name field to another database using relations. For instance, you might want to keep track of miles for employees or travel agency customers.
Businessu
Frequent Flyer Database.fp3y
Airline, Mileage, Travelz
3/6/95{
04/04/96
Paul Farrah
Business
Home Budgets.fp3y
Budgets, Finance, Planningz
3/7/95{
04/04/96}
Paul Farrah
Homebudg
Home Inventory
Description
Use this database file to inventory 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 scan and enter 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 and keep it in
r spending and savings pattern.
How to customize this template
You can modify the information in the fields for income and expenses by changing the category names and dollar amounts.
Home Budgets.fp3Budgets.fp3
a safe place, such a a safe-deposit box or with your insurance agent. You can use the information if you have to make an insurance claim.
How to customize this template
You can modify the value lists for Category and Location fields to suit your particular requirements. 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 specific requirements.
Home Inventory.fp3y,Asset Management, Home, Insurance, Inventoryz
3/6/95{
04/04/96}
Paul Farrah
Home_inv
Identification Badges
a a safe-deposit box or with your insurance agent. You can use the information if you have to make an insurance claim.
How to customize this template
You can modify the value lists for Category and Location fields to suit your particular requirements. 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 specific requirements.
Home Inventory.fp3y,Asset Management, Home, Insurance, Inventoryz
3/6/95{
11/30/95}
Paul Farrah
Identification Badges
Description
Use this file to print out identification such as employee badges, name tags, exposition badges, or place cards.
How to use this template
Add information about your employees, including digital pictures, if you have them.
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 from a file by choosing Import/Export from the File menu and then choosing Import Picture
You can print ba
dges, name tags, and place cards by running one of the three reports provided.
How to customize 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 fully customize the existing layouts or create additional layouts that suit your needs. You can convert this database into one that creates badges and place cards for other purposes, such as parties or professional society meetings.
You can
Description
Use this form to collect standard applicant information. The form contains fields for an applicant's skills, education, experience, personal information, and references. Simply print the form and use as needed.
How to use this template
Enter the data from the application form into the database file. You can then search the file to identify all candidates who match specific job criteria.
How to customize this template
You can modify the form's layout to duplicate your own
employee application form. Add your company logo to the Job Application report by copying or importing a picture to the layout. For details on importing a picture, see the FileMaker Pro documentation.
Modify the value list for the skills listed on the Skills layout. In Layout mode, select the Skills field in the Skills layout and choose Field Format
from the Format menu. In the pop-up menu after "using value list", select Define Value Lists
. Edit the list of skills to match those yo
u are seeking.
Businessu
Job Application.fp3y
Application, Employment, Jobz
3/6/95{
04/04/96
Paul Farrah
Business
Job_app
Job Search
Description
Use this database file to develop a job search information database. The file includes fields for planning a job search, contacts, and address information.
How to use this template
You can enter contact information and any special notes to remind you of the company, the interviewers, and action items.
How to customize this template
You can add a new layout that includes a thank you letter to follow up on an interview. Choose Layout from the Mode menu, and then choose New La
ield in the Skills layout and choose Field Format
from the Format menu. In the pop-up menu after "using value list", select Define Value Lists
. Edit the list of skills to match those yo
yout from the Mode menu. Click the Blank radio button and create a text area using the Text tool. See the FileMaker Pro documentation for information on formatting and adding field information to layout text.
Job Search.fp3y
Job Search, Employmentz
3/6/95{
04/04/96}
Paul Farrah
Jobsrch
from the Mode menu, and then choose New La contact information and any special notes to remind you of the company, the interviewers, and action items.
How to customize this template
You can add a new layout that includes a thank you letter to follow up on an interview. Choose Layout from the Mode menu, and then choose New La
Loans
Description
Use this database to maintain information on items that have been loaned, such as software, CDs, books, sporting equipment, and musical instruments.
How to use this template
You can add your school logo to the Overdue Items report and print an outstanding loan list.
How to customize this template
You can use a relation to the Students file based on the Borrower ID field to display the First Name and Last Name, eliminating the need for duplicate data entry.
to maintain information on items that have been loaned, such as software, CDs, books, sporting equipment, and musical instruments.
How to use this template
You can add your school logo to the Overdue Items report and print an outstanding loan list.
How to customize this template
You can use a relation to the Students file based on the Borrower ID field to display the First Name and Last Name, eliminating the need for duplicate data entry.
Memorandum.fp3y-Correspondence, Letter Generation, Memorandumz
8/16/95{
04/04/96| Education
Paul Farrah
C Education
Messages
Description
Use this database 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
Anytime a visitor or caller leaves a message, just enter the information into the database and keep track of who needs to be followed up.
How to customize 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 View layout a
dates and subjects of memos in a portal in a Contacts layout.
u Loans.fp3y0Equipment, Library, Loans, School Administrationz
8/22/95{
04/04/96| Education
Paul Farrah
C Education
Loans
Memorandum
Description
This database provides a simple format to print memorandums. It then keeps track of all memos that have been created. You can use this database to track all memos that you have sent.
How to use this template
Simply enter information in the fields and type your message in the scrolling area. When you print the memo using the Memo report, the information is arranged in a standard memo format.
You can add your company information and logo to the Memo layout.
How to customize tB
his template
You can use a relation to display information from the Memo database in your Contacts database. For instance, you can display the dates and subjects of memos in a portal in a Contacts layout.
nd choose Field Format
from the Format menu. Use the Pop-up list style. In the pop-up menu after "using value list", select Define Value Lists
. Create a value list named "People" and type the names of the people in your office or home.
Share the file over a network. To do this, choose Sharing... from the File menu, and select the Multi-User option (radio) button. You must have chosen a network protocol in the Preferences menu. For more information about sharing files over a network, seC"e the FileMaker Pro documentation.
Businessu
Messages.fp3y
Messages, Telephonez
3/6/95{
08/18/97
Paul Farrah
Business
Messages
Description
Use this database file to list your favorite compact discs, tapes, and records.
How to use this template
Add your own collection to this database file.
How to customize this template
You can add a container field to the layout and import a picture of the artist or album cover for each album.
You can create more detailed reports. For instance, you can summarize your collection by artist or by category. See the FileMaker Pro documentation for more information about Summary levB
els in layouts.
Music Database.fp3y
Audio, Library, Musicz
3/6/95{
04/04/96}
Paul Farrah
Music
Music Database
Names and Addresses
his database file to list your favorite compact discs, tapes, and records.
How to use this template
Add your own collection to this database file.
How to customize this template
You can add a container field to the layout and import a picture of the artist or album cover for each album.
You can create more detailed reports. For instance, you can summarize your collection by artist or by category. See the FileMaker Pro documentation for more information about Summary levB
els in layouts.
Music Database.fp3y
Audio, Library, Musicz
3/6/95{
11/30/95}
Paul Farrah
Names and Addresses
Description
Use this file to create a database for customers and other contacts, including notes and contact information. The file includes predefined reports for printing customer profiles, phone lists, and mailing labels.
How to use this template
Use the Notes field to keep information on your contacts and friends, i.e. children's names, birthdays, etc.
How to customize this template
If the built-in label report does not match the labels you use, edit the existing layout or create a n
9ew layout. To create a new layout, choose Layout from the Mode menu, and then choose New Layout from the Mode menu. Click the Labels radio button and click OK. Choose the desired Avery label number from the pop-up menu and click OK. For details on formatting a label layout, see the FileMaker Pro documentation.
Businessu
Names and Addresses.fp3
ceived and Send Thank You Note fields to keep track of gifts and acknowledgments.
How to customize this template
Create a new layout that is the invitation to your party. Choose Layout from the Mode menu. Choose New Layout from the Mode menu and click the Blank radio button. Design your invitation using the layout tools. For details on creating a new layout, see the FileMaker Pro documentation.
If you are managing more than one party at a time, create a new field that will identify whicC h party the guest is invited to.
Party & Wedding Planning.fp3y*Event Management, Party, Planning, Weddingz
3/6/95{
08/18/97}
Paul Farrah
Prty_Pln
Personnel Records
Thank You Note fields to keep track of gifts and acknowledgements.
How to customize this template
Create a new layout that is the invitation to your party. Choose Layout from the Mode menu. Choose New Layout from the Mode menu and click the Blank radio button. Design your invitation using the layout tools. For details on creating a new layout, see the FileMaker Pro documentation.
If you are managing more than one party at a time, create a new field that will identify whiC!ch party the guest is invited to.
Party & Wedding Planning.fp3y*Event Management, Party, Planning, Weddingz
3/6/95{
11/30/95}
Paul Farrah
Personnel Records
Description
Use this album to store pictures of family and friends, just like a traditional photo album. You can even include descriptions, titles, QuickTime movies, and sound.
How to use this template
Before you can start you need to have your photographs in a digital format. The following represents three possible ways:
1. Take your pictures or film to a copy center or photo lab where they may have the facilities to scan photos or develop your film and save it to disk or CD.
2. Use y
our video camera to record a movie or moment and transfer this to disk. You will need the appropriate hardware and software to do this, or go to a service bureau such as a copy center or photo lab. See your local computer store for more information.
3. Use a digital camera!
Once you have the picture you're ready to start. For details on importing pictures, see the FileMaker Pro documentation.
How to customize this template
Add a new field called Sound and set the type to Container.
Place this field on the Form View layout. Then enter Browse mode, click in the field, and record a message to go with the picture. In order to record a sound, your computer must have an internal or external microphone.
Photo Album.fp3y
Album, Photographyz
3/10/95{
04/04/96}
Paul Farrah
Photo
to disk or CD.
2. Use y
our video camera to record a movie or moment and transfer this to disk. You will need the appropriate hardware and software to do this, or go to a service bureau such as a copy center or photo lab. See your local computer store for more information.
3. Use a digital camera!
Once you have the picture you're ready to start. For details on importing pictures, see the FileMaker Pro documentation.
How to customize this template
Add a new field called Sound and set the type to Container.
Product Brochure
Description
This database is used to create a product catalog that is always up-to-the-minute. By using a database to keep product information, you can create customized catalogs quickly and easily.
How to use this template
Enter information about your company's product line. You may need to edit the value list for the Category field. In Layout mode, select the Category field in the Form View layout and choose Field Format
from the Format menu. In the pop-up menu of value lists, select D is used to create a product catalog that is always up-to-the-minute. By using a database to keep product information, you can create customized catalogs quickly and easily.
How to use this template
Enter information about your company's product line. You may need to edit the value list for the Category field. In Layout mode, select the Category field in the Form View layout and choose Field Format
from the Format menu. In the pop-up menu of value lists, select D
Description
Use this database file to track purchase orders. FileMaker Pro automatically calculates 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.
How to customize this template
You can create lookups in this file to your own product database file or even your suppliers' files. A lookup based on Product ID can find information B
for Description and Price. A lookup based on Supplier Company can enter information such as the supplier's address and discount rate.
Businessu
Purchase Orders.fp3y
Buying, Purchase Ordersz
3/10/95{
04/04/96
Paul Farrah
Business
Orders
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
Click the New Record button and begin entering your recipes.
How to customize this template
Add a Container field called Picture and add a photo of the finished dish. You can create a digital photo using a digital camera, or by scanning a regular photograph into the computer.
Recipes.fp3y
Cooking, Food, Recipesz
3/6/95{
04/04/96}
Paul Farrah
Recipe
Businessu
Purchase Orders.fp3y
Buying, Purchase Ordersz
3/10/95{
11/30/95
Paul Farrah
Business
Recipes
Student Records
se 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
Click the New Record button and begin entering your recipes.
How to customize this template
Add a Container field called Picture and add a photo of the finished dish. You can create a digital photo using a digital camera, or by scanning a regular photograph into the computer.
Recipes.fp3y
Cooking, Food, Recipesz
3/6/95{
11/30/95}
Paul Farrah
Student Records
Student Records.fp3y=Correspondence, Letter Generation, Names, Addresses, Studentsz
3/13/95{
04/04/96| Education
Paul Farrah
C Education
Students
Time & Service Billings
Description
You can use the Time/Service Billings database to track the amount of time worked and billed against a project for a Customer. Specific activity for each project can be designated for detailed record keeping.
How to use this template
Each record has both an Hours Worked and an Hours Billed field, because an employee may work nonbillable hours (such as during the proposal stage). The employer can run a report to calculate hours worked (for payroll) and hours billed (for account
%s receivable).
How to customize this template
This template is very expandable, because it contains information about customers, employees, projects, and accounting. You can link to invoices for billing, create reports sorted by activity or by invoice, track employee productivity, and so on.
Businessu
Time & Service Billings.fp3y!Billing, Invoicing, Time, Servicez
3/6/95{
08/18/97
Paul Farrah
Business
Timeserv
a project for a Customer. Specific activity for each project can be designated for detailed record keeping.
How to use this template
Each record has both an Hours Worked and an Hours Billed field, because an employee may work unbillable hours (such as during the proposal stage). The employer can run a report to calculate hours worked (for payroll) and hours billed (for accounts
$ receivable).
How to customize this template
This template is very expandable, because it contains information about customers, employees, projects, and accounting. You can link to invoices for billing, create reports sorted by activity or by invoice, track employee productivity, and so on.
and accounting. You can link to invoices for billing, create reports sorted by activity or by invoice, track employee productivity, and so on.
Description
Use this database to maintain up-to-date contact information about your students and their parents or guardians.
This file includes a sample letter for use in developing home-school connections. The letter is appropriate for keeping parents up-to-date on their child's progress and for relaying general classroom information.
How to use this template
The sample letter layout includes information for Sunset Elementary School. Insert your own graphic logo and information to per
sonalize for your school. For details on importing a picture, see the FileMaker Pro documentation.
Enter the student information for your school and you're ready to print out mailing labels and letters.
How to customize this template
Add your own custom fields to the current layouts or create a new one. For details on creating a new layout or defining new fields, see the FileMaker Pro documentation.
Wine Cellar
Use this database file to list your favorite videos.
How to use this template
Add your own collection to the file. You can sort the collection in various ways, depending on your needs. For instance, you can search for Action movies, or list them by MPGA rating (G, PG, and so on).
How to customize this template
You can add a comment field to the layout and add comments. Or, add a field to track who has borrowed each video.
Video Database.fp3y
Library, Videoz
4/7/95{
04/04/96}
Paul Farrah
Video
Wine Cellar
t.fp3y
List, Organization, To Doz
3/6/95{
11/30/95| Education
Paul Farrah
C Education
Video Database
To Do List
Description
You can use the To Do list database file to organize, track, and assign responsibility for tasks.
How to use this template
Click one of the Sort icons in the View as List layout to sort tasks by date, priority, item, or status.
How to customize this template
You can add a Name field to the List layout to assign a task to a specific person. You can also share the file over a network.
To Do List.fp3y
List, Organization, To Doz
3/6/95{
04/04/96| Education
Paul Farrah
C Education
To_do
Video Database
To Do List.fp3y
List, Organization, To Doz
3/6/95{
04/04/96| Education
Paul Farrah
C Education
To_do
Video Database
vDescription
Use this database to keep track of your wine collection.
How to use this template
Add information about the wines in your cellar.
How to customize this template
Add a field to designate whether you currently own the wine or would like to purchase some in the future. Then, create a report of your desired acquisitions to use on your next wine-purchasing trip.
Wine Cellar.fp3y
Beverages, Cellar, Winez
3/22/95{
04/04/96}
Paul Farrah
Wines
Projects System
Paul Farrah
Wine Cellar
Horganize the data. For instance, the report layout included in the Project Tasks file shows the tasks for each person on the team. You might want to organize the tasks by date 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.
Project Management, Trackingz
10/24/95{
08/18/97
Paul Farrah
Business
Projects
11/30/95}
Paul Farrah
Projects System
datesP
daysH
debitS
debitsG
decisionD
defineA
definingd
deleteE
departmentJ
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
Description
This expense-tracking database consists of three related database files. The Employee Expenses file uses a standard business form for reporting reimbursable business expenses. The line items are stored in the Expense Line Items database file. Employee information is stored in the Employee Names file.
How to use this template
Your employees can enter information directly into the Employee Expenses database. Or, they can create a new, blank record, print it, and complete the forB
m by hand. The Report layout has an area for required signatures.
How to customize this template
Create your own custom reports, and define the expense categories your company uses.
y%Expense Tracking, Employee Managementz
10/24/95{
04/04/96
Paul Farrah
Business
Expenses
Inventory System
Music Database
eld Format
from the Format menu. Use the Pop-up list style. In the pop-up menu after "using value list", select Define Value Lists
. Create a value list named "People" and type the names of the people in your office or home.
Share the file over a network. To do this, choose Single-User from the File menu to change the menu item to "Multi-User". You must have chosen a network protocol in the Preferences menu. For more information about sharing files over a network, see the FiC
leMaker Pro documentation.
Businessu
Messages.fp3y
Messages, Telephonez
3/6/95{
04/04/96
Paul Farrah
Business
Messages
Music Database
nventory.
How to customize this template
You might use still another relation to store information about frequent customers. This information would be used in the Product Sales file to f
Description
This relational database consists of three files that help you track product inventory and sales. The product information is created and stored in the Product Inventory file. The Product Sales file tracks customer invoices. The line items for an invoice are created in the Product Sales file but are stored in the Line Items file.
How to use this template
First, enter the product information in the Product Inventory file. Then you can create invoices in the Product Sales that us
e data from the Product Inventory file, such as the product description and cost. The individual line items of each invoice are stored in the Line Items file, which allows you to do detailed reporting on your sales. After an invoice is created, the Product Inventory file is updated to reflect the reduced inventory.
How to customize this template
You might use still another relation to store information about frequent customers. This information would be used in the Product Sales file to f
template
Your employees can enter their hours directly into the database, or you can print blank Timecard reports for them to fill out and return.
The database calculates the hours worked based on the start time, lunch duration, and end time.
How to customize this template
You can add fields to calculate the employee's pay, based on the hours they worked and their pa.
How to use this template
Your employees can enter their hours directly into the database, or you can print blank Timecard reports for them to fill out and return.
The database calculates the hours worked based on the start time, lunch duration, and end time.
How to customize this template
You can add fields to calculate the employee's pay, based on the hours they worked and their pa
Bfy rate.
You can also track vacation and sick time, by adding a summary field for each time category.
y"Finance, Payroll, Time, Timesheetsz
10/24/95{
04/04/96
Paul Farrah
Business
Timecard
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Description
Use this database file to list your favorite videos.
How to use this template
Add your own collection to the file. You can sort the collection in various ways, depending on your needs. For instance, you can search for Action movies, or list them by MPAA rating (G, PG, and so on).
How to customize this template
You can add a comment field to the layout and add comments. Or, add a field to track who has borrowed each video.
Video Database.fp3y
Library, Videoz
4/7/95{
08/18/97}
Paul Farrah
Video
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ath the Integrated Solution, please note the following: if you elect to save a copy 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.
begin using the
C{urther automate invoice-processing. You can also add fields and edit value lists to reflect your own products and services.
This database keeps track of employee hours, and is based on the standard employee timecard.
How to use this template
Your employees can enter their hours directly into the database, or you can print blank Timecard reports for them to fill out and return.
The database calculates the hours worked based on the start time, lunch duration, and end time.
How to customize this template
You can add fields to calculate the employee's pay, based on the hours they worked and their pa
usiness
Inventory System
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Expenses System
ata. For instance, the report layout included in the Project Tasks file shows the tasks for each person on the team. You might want to organize the tasks by date 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.
Project Management, Trackingz
10/24/95{
12/02/95
Paul Farrah
Business
Expenses System
Short NameB
Included with FileMaker Pro is a collection of templates to help you begin using the product quickly. These templates are designed as solutions for either business, education, or home use and may give you new ideas about how to use FileMaker Pro. All templates are available on the FileMaker Pro CD installation, with a reduced set included on the floppy disk installation.
To create a database using a template, select a template from the New Database dialog box that appears when you start
an effective way to control spending and save money. Each month is one record.
This template is an example of how to use repeating fields. You could achieve the same result by using one record per entry, with many records in each month.
How to use this template
Enter your monthly income in the file. Then enter:
fixed expenses, such as rent, loans, and insurance
essential expenses, such as food and transportation
any remai
,ning income to other categories
Set up a new budget every month. You'll be able to regularly examine and assess your spending and savings pattern.
How to customize this template
You can modify the information in the fields for income and expenses by changing the category names and dollar amounts.
also copy layouts from this file to your own personnel database file. In Layout mode, select and copy the graphics of the layout you want to duplicate. In the personnel database, create a new layout and paste in the graphics. Then add the fields you want to use.
Businessu
Identification Badges.fp3y
Badges, ID, Names, Tagsz
3/6/95{
04/04/96
Paul Farrah
Business
Badges
Job Application
Names, Rolodexz
3/13/95{
04/04/96
Paul Farrah
Business
Names
Party & Wedding Planning
Description
Use this file to create a database file for guests you have invited to your party or wedding. 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 send one invitation to multiple people, such as a couple or family. You track the number of people addressed in the invitation in the "Attendees" column. The Guest List report tracks the total number of responses.
Use the Gifts Re
Description
You can 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. You can edit your phone dialing preferences in the Preferences dialog box.
How to B
customize this template
You can create a layout to print employee identification badges. You can also integrate this database with other databases, such as "Expense Reports" using lookups and relations.
Businessu
Personnel Records.fp3y
Employee Management, Personnelz
3/6/95{
04/04/96
Paul Farrah
Business
Employee
Photo Album
efine Value Lists
. Edit the list to contain the values you need.
How to customize this template
Add the fields that you need for your own company's products. For instance, you might want to keep track of whether or not a product is available.
You'll get the most out of this database when you can print all the types of reports you need. Consider creating a profit-margin report, for instance.
You can combine this database with an invoicing database to create a complete inventory trackinC g system.
Businessu
Product Brochure.fp3y
Brochure, Product, Data Sheetz
3/6/95{
04/04/96
Paul Farrah
Business
Brochure
Purchase Orders
Description
This relational database template consists of the Projects file and the Project Tasks file. These two database files work together 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 head count.
How to
use 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.