How to Create Templates in FileMaker Pro

The FileMaker Pro application, which is compatible with both PC and Mac computers, includes many file templates that you can use to start designing your own databases. If you decide to start from scratch and build your own database structure, save your design as a template so that others in your home or office can use the same structure in the future. Saving a database as a clone or template stores only the file's field structure, not any actual data or records.

Things You'll Need

  • PC or Mac computer
  • FileMaker Pro 8 or later
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Instructions

    • 1

      Launch FileMaker Pro application on your PC or Mac computer.

    • 2

      Use the "Open" or "Open Remote" options to open the FileMaker Pro database that you want to use to create a new template. Choose the "Open" option if the database file is located on your local hard drive and the "Open Remote" option if it is stored on a remote server.

    • 3

      Go to "File" in the top menu bar and choose the "Save a Copy As" option.

    • 4

      Enter a name for the database template and choose where to save it.

    • 5

      Open the "Type" drop-down menu and select the "Clone" option. This will ensure that no sensitive data or records from the original database will be included in the template.

    • 6

      Hit the "Save" button to create the database template.

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