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Importing and Exporting Records

eForms User Guide

To Import or Export selected files:

1.  Open the source file.

2.  Create a ‘Found Set’ (see Section 7, Finding Records) of the records to be exported or imported.

3.  To import selected files open the destination file and follow the import procedures to import 
records from the source file. To export the selected files follow the procedures to export records.

2.  Choose ‘Import/Export’ in the ‘File’ menu and ‘Export Records’ from the submenu. You
will see the ‘Export Records To File’ dialog box.

3.  Select the ‘File Type’ format desired.

4.  Type an eight digit name for the file. You may type the three letter extension or, if omitted, 
FileMaker Pro will automatically add the correct extension according to the file type selected.

5. Click ‘OK’.

Importing and Exporting Selected or Sorted Records

To Import or Export Sorted Records:

Normally FileMaker Pro records are in order of creation, i.e., first record first, last record created last.
The records can be sorted prior to importing or exporting, putting the records into a more usable order
such as date, alphabetical, or numerical.

4. The ‘Found’ records may then be sorted if desired.

7.  Click on ‘OK’ and FileMaker Pro will do the rest.

Exporting Records from FileMaker Pro

Exporting records from FileMaker Pro to another application type is just as simple.

1.  Open the source file - Locate the source file in the files list and click ‘OK’.

Some of the exportable file types are:

    *.DBF = dBase III and IV
    *.WKS & *.WK1 = Lotus 1.2.3.
    *.SLK = Microsoft Excel

*.TAB & *.TXT = Tab-Separated Text
*.CSV & *.TXT = Comma-Separated Text
*.XML = XML files
*.FP7, E39, E10= FileMaker Files

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Summary of Contents for eForms

Page 1: ...eForms User Guide Powered By...

Page 2: ...ting and Exporting Records 9 1 Printing Finding Records Browsing Records Entering Information Layouts Menus Form Buttons 2 1 3 1 4 1 5 1 6 1 7 1 8 1 Appendix A Supported Systems and Printers Glossary...

Page 3: ...directory Simply follow the instructions on importing and Exporting records in Section 9 of the User s Guide Once all of the data from the older versions are imported you can delete the DOTeForms_3 09...

Page 4: ...oper Expense 224 065 EF Local Agency Participating Work by State Actual Cost 224 067 EF State Participating Agreement Local Agency Actual Cost 224 068 EF Permit Application Temporary Agricultural Dire...

Page 5: ...350 074 EF Field Density Test 350 092 EF Hot Mix Asphalt Compaction Report Station 350 115 EF Contract Materials Checklist 350 149 EF Digital Aerial Photography Service Request 350 162 EF Volumetrics...

Page 6: ...to provide you with the expertise to create your own forms or databases The purpose of this tutorial is to assist you in filling out adding new records retrieving records printing and transferring dat...

Page 7: ...f the form The keyboard shortcut is Ctrl N The Duplicate will take the current record and make an exact copy of it This comes in handy when you have a record that you want to use all of the same infor...

Page 8: ...s within the database available for browsing and printing The keyboard shortcut is Ctrl J The Sort button calls up the Sort dialog box The sort will be accomplished according to the fields selected an...

Page 9: ...or blank hold down the Shift key while pressing the Tab button Fields may also be accessed by simply Clicking with the mouse on the desired field You can t press Tab to select summary and calculation...

Page 10: ...op down lists Tab into the field and type the first letter of the value that you want to enter or use the arrow keys to select it Then press the Space bar to enter the value Text Fields can contain up...

Page 11: ...very similar to entering information in a New Record Simply Find or Browse to the record desired Either Tab or Click on the field and change the required information If a field is triple clicked the...

Page 12: ...f record on display Total number of records in file FileMaker Pro opens a file in Browse mode by default Shows the layouts available in the file Clicking on the box will indicate the available layouts...

Page 13: ...is located you may then switch back to the Form Layout to view or print that record on the form The List View may also be printed to provide a log of all or specific records in a file The instruction...

Page 14: ...eviewing and printing Using Find Mode Use Find Mode to work with find requests blank records into which you type or paste search criteria FileMaker Pro maintains a field by field index of the values i...

Page 15: ...own characters in a field but are not sure what they are For example to find Gray and Grey type Gr y Wildcards Wildcards see below Number range criteria Range Numbers Dates Alphabetical example 1 1 93...

Page 16: ...Finding Records eForms User Guide Choose the wildcard to substitute for any number of unknown characters For example to find McKineh and McKenneh type McK Page 5 3...

Page 17: ...Records Scripts Window The menu groups definitions and commands available within each group are as follows The explanations are also available within FileMaker Pro Help Browse Mode Find Mode Layout M...

Page 18: ...ds to arrange and activate file windows Use Help menu commands to get information on using FileMaker Pro New Record Duplicate Record Delete Record Delete All Records Modify Last Find Show All Records...

Page 19: ...that would bring up the Print Dialog Box This method would be used if you wanted to print anything other than just one copy of the form or layout such as the Field Definitions multiple copies all reco...

Page 20: ...he page number symbols in a layout you can change the starting page number that prints at the bottom of each page by typing a number in the Number Pages From box To print all records in the Found Set...

Page 21: ...multiple pages running onto the next or previous page s Hewlett Packard LaserJet Series 4 in PCL Mode If you experience any difficulties or poor printing results with LaserJet series 4 printers in PCL...

Page 22: ...ys Layout Buttons Layout buttons are included in form layouts depending on layouts available Opens or goes to the Form Layout Opens or goes to the Supplement Layout Opens or goes to the List View Layo...

Page 23: ...e This is the file that will receive the imported records 2 Choose Import Export in the File menu and Import Records from the submenu You will see the Open File dialog box DBF dBase III and IV WKS WK1...

Page 24: ...file By clicking the connection arrows between the fields you can turn on or off the importing of data for those fields 6 Click Add New Records to append the imported records to the end of the destina...

Page 25: ...rrect extension according to the file type selected 5 Click OK Importing and Exporting Selected or Sorted Records To Import or Export Sorted Records Normally FileMaker Pro records are in order of crea...

Page 26: ...Importing and Exporting Records eForms User Guide Simply perform a Sort see Section 2 Buttons prior to importing or exporting Page 9 4...

Page 27: ...with at least 80 MB of disk space free Windows XP w SP3 Vista or Windows 7 Laser or Ink Jet printer Mac Currently Not Supported NOTE The above specifications are minimum requirements to utilize FileMa...

Page 28: ...tronic forms Troubleshooting long print times can be difficult The following causes have been found to cause long print times for users There is no set remedy for these causes Remedies will vary accor...

Page 29: ...the Export Records to File dialog box Makes an exact copy of the current record You can use Duplicate Record to simplify data entry when there are only minor differences between records If you ve set...

Page 30: ...w you present information not how you store it With a file locked means it it not accessible without the proper password In Layout mode it refers to text or a graphic item that cannot be moved editied...

Page 31: ...you choose it from the Scripts menu or the Define Scripts dialog box You can also create buttons in a layout to perform scripts or run specific commands Sorting rearranges records according to the ent...

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