Learn Goal 1 - Part 3: Find and change customer information

Document created by Kedar on Dec 9, 2014Last modified by communitymanager on May 12, 2015
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The book and slider allow you to navigate from record to record. But what if you want to search for a specific record? FileMaker Pro provides several different ways to search for what you need. For now, let’s explore the quick find feature.

 

 

Goal

Find customer information, modify the data, and see how this affects what you find.

 

 

Steps

  1. Using the quick find search box in the upper right of the screen, type the name Richard Stevens and press the Enter or Return key.

    quick find box.png

    One record is found:  the customer "Columbus Springs Station", whose manager is "Richard Stevens".
    Screen Shot 2014-12-22 at 7.10.41 AM.png
  2. Switch to Layout #2.

    Notice that only one record is displayed here as well.

  3. Again using quick find, type Center in the search box and press the Enter or Return key.

    16 records are displayed. We call these visible records your found set. Although the table contains 47 records, only 16 are shown right now.

    For most of these records, the word “Center” appears in the Customer field. But one of them, Locust Executive Station, has “Center” in the Address field instead. It is included because quick find searches every field on the layout.

    civic center record.png


    Is the Customer field too narrow for you to see its complete contents?

  4. If so, widen the Customer field by dragging the right edge of its column name to the right until you can see the customer names completely.

    As you widen the field, the appearance of your mouse pointer changes as follows:
    change column width.png

  5. Locate the blue pie chart in the status toolbar.

    It's a circle that shows the proportion of records being displayed (blue) to the total number of records in the table (gray). It appears completely blue if all records are being displayed, or completely gray if no records are being displayed.

    Next to it, a count of the records in your found set is displayed along with a count of the total records in the table.

    found set image.png

  6. Click on the pie chart.

    The found set changes so that the 16 records you were viewing are hidden, and the 31 records that were hidden are now displayed.

    The first record in the list is “Bryant Research Park”.

  7. Click into the “City” field in that record.

  8. Change the text in the “City” field from Pleasanton to Center Point.

  9. Click outside the field to cause the edit to be saved.

    Note that when you are entering text, pressing the Return key does not cause your change to take effect. Instead, it adds a return character to the field contents. To save a change, use the Enter key or just click outside the field.


    This raises the important point that there is no “Submit” button for data editing:  changes take place as you make them.

  10. Now use quick find to search for Center again.

    You now have a found set of 17 records instead of 16.

    The new record is “Bryant Research Park”, because the word “Center” appears in the City field for that record.

  11. Locate the drop-down menus that go across the top of your screen.

    records menu.png

  12. Choose the Records menu > Show All Records  ⌘J or Ctrl-J
    Untitled.png

    Going forward, we’ll refer to all top-of-screen menus using this form
    at, including keyboard shortcuts.


    All 47 of your records are displayed again.

 

 

You’re doing great!  You’ve successfully viewed, navigated, searched, and modified your data.

 


     

      

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