Learn Goal 4 - Part 1: Add work orders to your solution

Document created by Kedar on Dec 10, 2014Last modified by communitymanager on May 12, 2015
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Let’s say that you’ve already been tracking work orders on another spreadsheet, and you want to add this data to your solution.

You’ve already learned that you can turn a spreadsheet into a file by dragging and dropping it onto the FileMaker Pro application.

But at this point, you already have a FileMaker solution and want to add your spreadsheet to it — not to create a second converted spreadsheet file.

To bring a second spreadsheet into an existing solution, you use the Import Records command.

 

 

Goal

Import a second spreadsheet into an existing FileMaker solution in order to add a list of tasks.

 

 

Steps

  1. Choose the File menu > Import Records > File

    An Open File dialog box appears.

  2. Navigate to the "Spreadsheet" folder in your sample data.

  3. Choose the "Landscaping.xslx" file.

  4. Click the Open button in the lower-right of the dialog box.
    specify excel data for work orders.png

    The Open File dialog box disappears, and a Specify Excel Data dialog box appears.

    You’ll only see this dialog box if your spreadsheet has more than one workbook.


  5. Select the "Work Orders" worksheet and click the Continue button.

    An Import Field Mapping dialog box appears.
    import dialog pointing at landscaping.png

    The Target drop-down menu starts out with this value: Current Table (“Landscaping”).

    This is actually the name of your customer table. It was named this way as part of the spreadsheet conversion process (we’ll change this name later).

    If you leave the Target setting alone, this means FileMaker Pro would mix together your Work Order data with your Customer data, and that’s not good. Instead, you need a new table for your Work Order data.


  6. Change the Target drop-down menu to this value: New Table (“_Landscaping.xslx_ Work Orders”)
    import to new table.png
    This tells FileMaker Pro to create a new table for the Work Order data, adding a new field for every column in the “Work Orders” spreadsheet.

  7. Select the Don’t import first record checkbox in the bottom left of the dialog box.

    import to new table field mapping.png

    This tells FileMaker Pro to skip the first row of your spreadsheet. We’re doing this because it contains field names instead of actual work order data. 


  8. Click the Import button at the bottom right of the dialog box.

    The Import Field Mapping dialog box closes and an Import Summary dialog box appears, confirming the success of your import.

    import summary.png

  9. Click the OK button to dismiss the Import Summary dialog box.

    FileMaker Pro has imported the Work Orders data, created a new Form View layout for it, and is now displaying that layout.

  10. Navigate through the data to get an idea of what you have imported.

 

 

You can see all 1,441 items from the Work Order spreadsheet have been added to a new table in your custom FileMaker solution.

 

Later you’ll return to the Customer Detail layout and provide a way to view the work scheduled for each customer.



     

      

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