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Instant Web Publishing HelpFileMaker basicsAbout database solutionsAbout working with FileMaker solutions from a web browserAbout the status areaAbout modesAccessing solutions with Instant Web PublishingLogging out of a solutionPrinting recordsAdding and viewing dataNavigating records in Browse modeAdding data to the databaseEditing recordsSwitching layoutsViewing records in a form, list, or tableSelecting the current recordDeleting recordsFinding and sorting dataFinding recordsPerforming AND/OR searchesFinding record exceptionsOmitting records from a found set and viewing omitted records

Constraining (narrowing) a found setExtending (broadening) a found setSorting recordsTroubleshootingWeb page doesn't display properlyCan't find a featureCan't find records after sortingCan't go back or forward in a web viewerFileMaker basicsAbout database solutionsA database is a collection of information, or data, that you can organize, update, sort, search, andprint. FileMaker solutions contain records that can be accessed from another copy of FileMakeron a Local Area Network (LAN) or from a web browser. The records consist of fields, which storeand display the data.Note: This document presents features available only when accessing FileMaker databases from aweb browser. For information on working in FileMaker, see the documentation that came with theFileMaker product.What are fields?Fields store, calculate, and display the data you have entered into a record. The information youtype or paste into a field is its value. Field values can be text, numbers, dates, and times. Eachpiece of information in a record -- like a name, address, or telephone number -- is stored in a field.What are records?Records are a collection of fields that contain data about a single activity, individual, subject, ortransaction. To add data, you make a new record and enter data into the fields that belong to thatrecord. After you create records in a file, you can edit them, sort them, or find a group of recordsthat contain a particular value.

What are layouts?Layouts display the records contained in a database solution. The layouts, created by the databasedesigner using FileMaker Pro or FileMaker Pro Advanced, determine how data is organized forviewing, printing, reporting, finding, and entering data. When you change data in a field on a layout,the changes are reflected in the same field on all the layouts and views in the database.See alsoSwitching layoutsReturn to Table of ContentsAbout working with FileMaker solutions from a web browserYou can view and work with data in a FileMaker solution from a web browser in many ways. Youcan:see records on different layouts and viewsadd, duplicate, edit, and delete records displayed in web-based formssearch for a subset of recordssort to rearrange the recordsTo navigate through a FileMaker solution, use the buttons in the status area or the databaselayout. Avoid using the Back, Forward, and Refresh buttons in your web browser.Note: Some features may be disabled by the database designer or administrator. For example,your account might allow you to enter, but not delete records. Additionally, the databaseadministrator can customize the interface and automate many features in buttons, which mightinvalidate some of the instructions in this document.If you desire more flexibility and power, you may want to access the solution directly fromFileMaker instead of a web browser. For example, with FileMaker Pro, you can:modify the database design (with full access privileges, you can create new tables, changefield definitions, define relationships, define value lists, manage accounts and privileges)modify layouts, script definitions, and value lists (with full access privileges)view and print complex, multi-page reportswork with rich text and data types, like pictures, sounds, and QuickTime filesimport and export dataFor a complete list of features, visit www.filemaker.com.See alsoCan't find a featureWeb page doesn't display properlyReturn to Table of Contents

About the status areaThe status area on the left side of the browser window provides access to many features. You can:switch modesview data on different layoutschange layout viewsview the next or previous recordcreate, edit, duplicate, or delete recordscreate, edit, duplicate, delete, and perform find requests to view a subset of the recordsomit records from the found setsort the recordsStatus area in Browse modeStatus area in Find modeTo show the status area, click the Show Status Area toggle. To hide it, click Hide Status AreaIf the status area toggle is dimmed, access has been restricted by the database administrator.

See alsoCan't find a featureReturn to Table of ContentsAbout modesYou work with data in Browse or Find mode. The current mode is displayed in the status areaunder the Home Page button. Change modes by clicking Browse or Find.Use thismodeToBrowseWork with the data in a file. You can add, view,change, sort, omit (hide), and delete records.FindSearch for particular records that match a set ofcriteria.Status areaiconSee alsoCan't find a featureReturn to Table of ContentsAccessing solutions with Instant Web PublishingTo access a FileMaker solution on the web using Instant Web Publishing:1. In compatible web browser software, type the IP address or domain name where the solutionis hosted. Visit www.filemaker.com for system requirements.2. You see either the Instant Web Publishing Database Homepage, or a custom homepagedesigned by your database administrator.If you see the Instant Web Publishing Database Homepage, click the database you want toaccess. If you see a custom homepage, follow the instructions provided by your databaseadministrator.3. You may need to provide an account name and password to start the session and access thedatabase.Note: Your account determines the level of access you have to the data. For information on youraccess level, see the database administrator.See alsoWeb page doesn't display properlyReturn to Table of ContentsLogging out of a solution

When you are finished, it is important to log out from the file before closing the browser window.To end your session securely, click Log Out in the bottom of the status area, then quit the webbrowser application.Important security considerations:If you don't log out and quit the web browser software, the connection to the database is stillactive, and data may be accessible to other web users.When accessing a FileMaker solution from a web browser, you are connected to thedatabase, and you might be prohibiting others from accessing the file. If you are not workingwith the solution, it's good practice to log out.If you stop using the solution for a period of time, your account may time out. If this happens,re-access the database from the Home Page. For more information, see the databaseadministrator.Return to Table of ContentsPrinting recordsWhen printing FileMaker records from a web browser, you can only print the records you seeonscreen. The status area and records that are not visible will not print. If you need to print all therecords, talk to the database administrator about accessing the database solution with a copy ofFileMaker Pro.Note: Specific printer and print setup options depend on the web browser, printer and systemsoftware you're using. Refer to the printer and system documentation for more information.Return to Table of ContentsAdding and viewing dataNavigating records in Browse modeTo move from one record to another, click the book in the status area.To moveShow the status area anddo thisTo the next record in a fileClick the right side of thebook.To the previous record in a fileClick the left side of thebook.To a specific recordType the record number,then click Go to record.

Note: Don't use your web browser's Back and Forward buttons to move from one record toanother.Return to Table of ContentsAdding data to the databaseYou add or duplicate records in Browse mode. FileMaker stores new records at the end of the file.In Browse mode, you see the new record after the current record, or after the last record in thefound set.To add a record:1. In Browse mode, click New recordto add a record to a database.2. Click in a field and type the new information. Press Tab to move between fields.You cannot enter text with any formatting, for example, bold or underline styles. Toenter rich text, you must access the solution with a copy of FileMaker Pro.Click Undoto clear the data in the new record.Click Cancel to return to Browse mode without adding a record.3. When you finish entering the information in the fields, click Submit to add the record.To duplicate a record, click Duplicate record, then click Submit.Note: For layouts that contain tabs, click a tab to bring the associated tab panel to the front forviewing.Return to Table of ContentsEditing recordsUse the Edit record feature to permanently modify a record in the database.To edit a record:1. In Browse mode, navigate to the record you want to edit.2. Click in the field and edit the data, or click Edit recordand then click in the field and editthe data.Click Undoto clear your changes and return the original field values.Click Cancel to return to Browse mode without editing the record.3. Click Submit in the status area.Important: You cannot revert to the original values after clicking Submit.See alsoNavigating records in Browse modeReturn to Table of Contents

Switching layoutsChange layouts to view the data in a different arrangement. To view data on a different layout,choose a layout from the Layout pop-up menu at the top of the status area.See alsoAbout the status areaReturn to Table of ContentsViewing records in a form, list, or tableYou can change the way records display and print on a particular layout by switching its view.To view recordsUnder "View As" in thestatus area, chooseIndividually (one record per screen)FormIn a list (25 records display per screen, each asa separate copy of the layout/form)ListIn a table (50 records display per screen, in atabular format like spreadsheets)TableWhen viewing records in a list or table view, the current record is always at the top of the screen.To view previous records, click the left arrow in the book or enter a record number and click Go toRecord .Note: For layouts that contain tabs, click a tab to bring the associated tab panel to the front forviewing.See alsoNavigating records in Browse modeReturn to Table of ContentsSelecting the current recordIn Browse mode, a solution has one current (selected) record at a time.In this viewThe current record isView as FormThe record you're displayingView as List or View as TableThe record that's marked with a solid verticalbar along the left side. To work with anotherrecord, click in the record to make it current.When viewing records in a list or table view, the current record is always at the top of the screen.To view previous records, click the left arrow in the book or enter a record number and click Go toRecord .

See alsoNavigating records in Browse modeReturn to Table of ContentsDeleting recordsWhen deleting a record from the database, you permanently discard the data that is entered in allthe fields in that record.To delete a record:1. In Browse mode, navigate to the record you want to delete.2. Click Delete record , then click OK to permanently delete the record. Click Cancel toreturn to Browse mode without deleting the record.See alsoNavigating records in Browse modeReturn to Table of ContentsFinding and sorting dataFinding RecordsUse Find mode to locate records based on search criteria. You type criteria (the value or values tofind or to omit) into fields in one or more find request. Find requests are created, edited, deleted,and navigated like actual records.When you perform the find, FileMaker searches through all the records, comparing your searchcriteria with the data in the file. Records with data matching the criteria become the found set,which is the subset of records displayed in Browse mode when the search is complete.To find a record or group of records:1. Click Find mode.2. Click in the field you want to search on and enter the search criteria.3. Click Undoto reset the search criteria.For example, to find records where the city is New York, click in the City field and type New York.You can also use the operators or criteria below to search for records.To find values that areUseExampleLess than what you type 40 finds all the records less

nextthan 40Less than or equal to whatyou type next 05:00:00 finds all therecords less than or equal to5:00Greater than what you typenext 05:00:00 finds all therecords after 5:00Greater than or equal towhat you type next Smith finds all the recordswhose name is "Smith" andall records alphabeticallyafter "Smith"An exact match, although thefield may contain othervalues (before criteria) Smith finds all the recordswhere the name is "Smith,"including "John Smith," butnot SmithsonAn exact match, in the orderyou specify, and the fieldcontains no other values (before criteria) Smith finds all the recordswhere the name is "Smith,"but not "John Smith" or"Smithson"Within the range you specify. or . (two or three periods)12:30 pm.7:30 pm finds allthe records between 12:30and 7:30 pm, .Tue finds allthe records where the dateoccurs on a Sunday,Monday, or TuesdayWithin the range you specify(date, time, or timestampfields)only the components that arenecessary to identify therange5/2006 finds all the recordswhere the date is in May of2006Within the sub-range youspecify{.} or {.} (two or threeperiods)11/{9.16}/2006 {3.5} PMfinds all the records wherethe timestamp is from the 9ththrough the 16th ofNovember from 3:00 PM toless than 6:00 PMWithin a range satisfyingseveral criteriaa combination of operators*/{10.15}/2006 finds all therecords where the date is in2006, but only for days fromthe 10th through the 15thDuplicate values! (exclamation point)! finds all the records thathave duplicate values in afieldToday's date//// finds all the records thathave today's dateDates on a particular day ofthe week (date or timestampfield)The full or short day nameTuesday finds all the recordswhere the date occurs on aTuesday, Thu 2006 finds allthe records where thetimestamp is a Thursday in2006All valid values for aparticular date or timecomponent (date, time, ortimestamp field)* (representing an entirecomponent, not an individualcharacter) or leave theparticular componentunspecified5/12/* or 5/12 finds the 12thday of May in any year, *:15finds all times that are 15minutes after any hourInvalid dates or times? finds all the records thathave invalid dates or timesOne unknown or variabletext [email protected]@on finds all the records thathave 3 characters and end in"on," like "Don"Zero or more unknown orvariable text characters**smith* finds all the recordsthat have "smith" in thename, like "Smithson,""Blacksmith"Literal text in a field (useful""", Ltd." finds all the records

for searching on characterslike ",")Empty fields (for example,records of unfilled orders)that have ", Ltd." (just type an equal sign) finds all the records thathave no values4. Click Perform Find to search the database and view a subset of the records.5. The status area indicates how many records were found.Additional tipsTo reset the found set to include all records, click Show all records.To view, repeat, or change a find request, click Modify Last Find .You can further refine a search by omitting a specific record that you are browsing, omittingmultiple consecutive records, or by constraining or extending the found set with additionalfind requests.Note: When you perform day of the week searches on systems set to a system format other thanEnglish, you can use English day names and abbreviations. Sunday is the first day of the week inEnglish and Japanese, but Monday is the first day of the week in other system formats.See alsoPerforming AND/OR searchesFinding record exceptionsOmitting records from a found set and viewing omitted recordsReturn to Table of ContentsPerforming AND/OR searchesTo perform an AND search, specify one find request using multiple fields. For example, you canperform a search where City New York AND Name Smith.1. Click Find mode and click into the field you want to search.2. Type the search criteria.For example, to find records where city New York, click in the City field and type New York.3. Click into the next field to specify additional criteria (an AND search). For example, click in theName field and type Smith.4. Repeat step 3 until you have entered all your search criteria.5. Click Perform Find to search the database and view a subset of the records.To perform an OR search, where any search criteria is matched, you specify multiple find requests.For example, you can perform a search where City New York OR Paris, or you can perform asearch where City New York OR Name Smith.1. Click Find mode and click into the field you want to search.2. Type the search criteria.For example, to find records where city New York, click in the City field and type New York.3. Click Add new request.

4. In the new blank find request, click into the field you also want to search on and type theadditional search criteria (for example, Name Smith).5. Repeat steps 3 and 4 until you have entered all your search criteria.6. Click Perform Find to search the database and view a subset of the records.Keep these points in mind:Each find request can contain multiple fields that specify an AND request. For example, tofind all records where City New York AND Name Smith.Multiple find requests are performed in the order they are created.For multiple find requests, AND operations are evaluated before OR operations. For example,a complex AND/OR search with multiple find requests are evaluated as: (City New YorkAND Name Smith) OR (City Paris AND Name Smith) OR (City Paris AND Name Dupont).For search criteria using Omit (when your criteria DOES NOT EQUAL data), it is generallybest to specify search requests with Omit last. (First include all the records you want to selectfrom, then exclude undesired records from the group).You can make modifications to the found set by constraining or extending the found set.See alsoFinding recordsFinding record exceptionsOmitting records from a found set and viewing omitted recordsConstraining (narrowing) a found setExtending (broadening) a found setReturn to Table of ContentsFinding record exceptionsTo find records which do not equal a specified value, you omit records with that criteria whileperforming a find. For example, to find all sales records except those for the city of London:1. In Find mode, type criteria for the records to omit (type London in the City field).2. Click Omit.3. Click Perform Find.Finding some records while omitting others:For example, to find vendors in the state of California, except those in Los Angeles:1. In Find mode, type the criteria for the records to find (type CA in the State field).2.3.4.5.Click Add new request.Type criteria for the records to exclude (type Los Angeles in the City field).Select Omit.Click Perform Find.

Keep the following in mind:You can have Omit search criteria in more than one request.Multiple find requests are performed in the order they are created. For example, in a Contactssolution with clients in the US and France:If the first request finds all clients in Paris and the second request omits all clients in theUSA, the found set will not find records in Paris, Texas or anywhere else in the USA.If the order of the requests is reversed (the first request omits all clients in the USA andthe second request finds all clients in Paris), the found set includes all clients in Paris,France and in Paris, Texas, but no records for clients elsewhere in the USA.You can also omit records from a found set after performing a find.See alsoOmitting records from the found set and viewing omitting recordsConstraining (narrowing) a found setReturn to Table of ContentsOmitting records from a found set and viewing omitted recordsOmit a record or a series of records to remove them from the found set. Omitted records are still inthe database; they just aren't included in the found set.ToExpand the status area and do thisOmit a specific recordDisplay or select the record to omit, thenclick Omit record.Omit multiple(consecutive) recordsDisplay or select the first record in a seriesof records to omit, then click Omit multiple.In the Omit Multiple dialog box, type thenumber of records to omit, then click Omit.View the omitted setand hide the currentfound setClick Show omitted.Reset the found set toinclude all recordsClick Show all records.Keep these points in mind:You can also reduce the number of found records by constraining the found set.You can omit records while performing a find request (a "does not equal" search) by selectingOmit when specifying the search criteria.Return to Table of ContentsConstraining (narrowing) a found set

If you have a found set and you want to further reduce the number of records to match a morespecific criteria, use the Constrain Found Set feature.For example, you can add to a find request where Employees Sales to find a specific employee:1. In Find mode, perform a find to locate all of the employees who work in Sales.The found set is displayed in Browse mode.2. To further reduce the records, switch back to Find mode and type the criteria to narrow thesearch (type Alvarez in the Last Name field).3. Click Constrain Found Set.The found set now consists of employees in Sales named Alvarez.See alsoFinding recordsFinding record exceptionsPerforming AND/OR searchesReturn to Table of ContentsExtending (broadening) a found setIf you have a found set and you want to expand the number of records to match additional criteria,use the Extend Found Set feature.For example, after searching for customers in New York, you can broaden the search to also findcustomers in Hong Kong:1. In Find mode, perform a find to find customers in New York.FileMaker displays the found set (of customers in New York) in Browse mode.2. Switch back to Find mode and type the criteria to broaden the search (type Hong Kong in theCity field).3. Click Extend Found Set.The found set now consists of customers in New York and Hong Kong.See alsoFinding recordsFinding record exceptionsPerforming AND/OR searchesReturn to Table of ContentsSorting recordsYou can rearrange the order of the records by sorting the database. Records can be sorted in

ascending order, descending order, or a custom order based on a list of predefined field values.To sort records:1. In Browse mode, navigate to the Layout that has the fields you want to sort on, then click2.3.4.5.Sort.Select the first field to sort (for example, Last Name).Choose the sort order (for example, Ascending order, for A to Z; Descending order for Z to A,or a custom order based on predefined field values), then click Move.Repeat steps 2 and 3 for each sort field (for example, to sort on Last Name and then FirstName).Click Sort.If you're viewing a layout in Table View, you can click the column header (the field name) to sortthe table in ascending or descending order on that field.The current record is displayed in the top row of the table. To view the first record, for RecordNumber, type 1 and click Go to Record . Or click the left arrow in the book in the status area toview previous records.To restore the records to the creation order, click Sortbutton. In the Sort dialog box, click the UnsortNote: You can only sort by fields that are on the current layout.See alsoCan't find records after sortingReturn to Table of ContentsTroubleshootingWeb page doesn't display properlyIf a page doesn't display correctly, check for the following:Verify that JavaScript is enabled in the web browser. See the web browser documentation formore information.Verify that you are using a supported web browser. For browser requirements, visitwww.filemaker.com or ask your database administrator.Return to Table of ContentsCan't find a featureIf you can't find a feature, check for the following:

Verify that the status area is showing by clicking the right arrow at the top of the screen .If the status area toggle is dimmed, it may have been locked by the database administrator.Look for the equivalent functionality in a button they have provided.Verify that you are in the correct mode. For example, you cannot create a new record whenyou are in Find mode.The account you are using might not offer access to all features like creating, sorting, ordeleting records. For more information, see your database administrator.If you did not enter your account and password when accessing the database, you might belogged in with the "guest" account, which typically does not have full access. For moreaccess, see the database administrator.Return to Table of ContentsCan't find records after sortingWhen you sort the database, the current record does not change. To view the records in sortedorder starting with the first record or set of records, use the book in the status area to navigate tothe first record.See alsoNavigating records in Browse modeReturn to Table of ContentsCan't go back or forward in a web viewerUse your browser's shortcut menu to go back/forward in a web viewer. Right-click (Windows) orControl-click (Mac OS) within a web viewer and choose Back or Forward.Return to Table of Contents 2007-2009 FileMaker, Inc. All rights reserved. FileMaker and the file folder logo are eithertrademarks or registered trademarks of FileMaker, Inc. in the U.S. and other countries. All othertrademarks are the property of their respective owners.

Accessing solutions with Instant Web Publishing To access a FileMaker solution on the web using Instant Web Publishing: 1. In compatible web browser software, type the IP address or domain name where the solution is hosted. Visit www.filemaker.com for system requirements. 2. You see eith