Bizagi create dynamic combobox - dynamic

Guys!
I'm working on a project with Bizagi Suite - Version 11.1. I'm new to it and I will really appreciate your help, because I'm having a hard time creating a dynamic combobox control.
So my case is the following:
Data Model: 3 master tables: Program, Order and Order-Program (m-m relationship). In table Program users fill out year, positions and amounts for each position. In table Order, they fill out info about the order and they have to specify from which program they want to take the money out for the order. The Program itself has a lot of records with different positions and amount. And I want when the users fill out the order to select the year, the position and the amount they want to take out of the program. So I need to have a dynamic combobox for the field 'position' which loads when user select year.
In other words I need to load combobox with filtered records of master table.
Do you have any ideas how I can do that?
Thank you in advance!
Best regards,
A.Mincheva

You must define your combobox with the full content of the master table.
Then ,you can define a Filter expression to dynamically filter the combobox content.
In the filter expression, you need to retreive the value of selected Year with XPath and use this value to filter the records.
In the form designer, you go to "Actions & Validations" to define the following action :
When "Year" changes <=The display name of the input field
Then Refresh "Program" <=The display name of your dynamic combobox

Related

Show a name instead of an id

I currently have these options set in a combo box:
This box will show the projectIDs that a current company has which is set with the criteria. I just want to show the name of the project as people will not know just by the id. If I remove the check box for the projectID it will just remove that field completly and not show anything. I have debugged what companyBox.Value is and it is indeed a number for a company and if taken this id and replaced it with the following query which is built from the picture and it returns the results I want. I just cant get the values to show in the combo box.
SELECT projects.projectName
FROM companys INNER JOIN projects ON companys.companyID = projects.companyID
WHERE (((companys.companyID)=7));
Gives me all the projectNames where the companyID is 7
And as seen below that same query just gives me blank spaces instead of the names:
Ok, if you have say a query, then as noted, then you can use a "join" to pull in the other table (based on that "projectID").
So, for a general report etc., then your approach of using the query you have is correct.
HOWEVER!!!
For a combo box? They have this feature and ability built in. In other words you do NOT in general need a join.
The combo box has two parts:
A sql query that "drives" or "fills" the combo box. This can (and will be) of course based on the Projects table.
VERY important:
Our combo box is to save, store, put, use the project ID into a column in our CURRENT form. That form of course is based on a differnt table (the forms current table). So, keep in mind the two concpets:
Combo box can be driven by any table to display data.
Combo box will/can use a column from that "other" table to SAVE into a current column on the current form.
Now of course the Project "id" is the VALUE we want, but we sure as don't want to display that "project id" value, since as you note, humans want the nice looking text.
First Rule:
ALWAYS, but ALWAYS make sure the FIRST column of the combo box "sql query" is the column we WANT to save into the current form, but ALSO the column we are going to HIDE AND NOT show to the user.
So, a combo box can with great ease HIDE the first column. You can hide other columns, but as a general rule a VERY HIGH number of my combo boxs will have two columns. So, you might need company "id", but would want to display company name as nice text to the user, but store/save/use the "id" of company for this purpose.
So, in your case? Change the order of your columns.
You want:
ProjectID, ProjectName, and you ALSO can continue to have a filter based on company.
So, once you get above setup, and you WILL NOT need a sql join. Remember, the combo box has it own "whole sql statement" based on table projects.
So, the combo box will:
Save/store/use the ProjectID when you select a project.
And it will display the project name, but behind the scenes it will use + save ProjectID.
So, just make sure that you set the length of the first column in the combo box to 0 (to hide that projectID from display).
Next, make sure you set WHICH column value from the query the combo box is to save.
That column will be the FIRST column, so you want to set that to 1
Your combo settings will look something like this:
In above, the CONTROL source is your CURRENT form and table.
So, I want to get a Hotel "ID" from the table hotels, but I am going to save the results of the combo box selection INTO a column called Hotel_ID
And note VERY careful - I set the bound column = 1 (that is the FIRST value from the query that drives the combo box.
Next up:
We want to hide the first column value, so you need this setting in format tab of the property sheet for the combo box:
NOTE VERY close in above. I set the FIRST column width = 0. this is HOW you hide the "ID" of hotels - I only want the user to see the nice hotel name. (or in your case Project name).
But, the 2nd column, I have a width for the Hotel name (or in your case project name).
So, make your first column in the query for the combo box the "id" of project id. Set the width of the first column = 0.
So, the query that drives the combo box? It is based on the ONE table, but you need to ensure that the "id" that you going to use is the first column, and simple hide it from display.
So, a combo box has a sql query that drives the combo box, and that query in most cases will NOT be the current table.
So, you have to set BOTH settings (the column the combo sql query will use - but to avoid confusing, then just adopt the habit of making the 1st column the "id" or value you want from that sql.
But, after setting above, you STILL have to set what column to shove/put that column into on the current form. (that setting is the control source).
In effect, a combo box is a kind of look-up into the other table, and it can display nice user friendly text columns, but still use + store the ID.
So, your query should look more like this:
SELECT ID, projectName
FROM projects
WHERE (((companys.companyID)=7));
I don't know if your first column of Projects table is "ID" (or is it ProjectID), but as you can see, the combo box ONLY needs to be based on the one table, and with our new rule - we always use the first column of the query the "id" value we want.
Now, of course the above is "hard coded" for company, and your original query that drives the combo box was fine - just that the order of the columns display was incorrect.

How to display out of list items in a combobox?

I have a tbl_ProjectList that includes the project's Name and End Date.
A qry_cboProject queries this table to only display projects in a combobox on Subform A where the End Date is after the selected date on Subform B, both on Mainform C.
On Subform A, a macro copies (INSERT INTO SQL) projects from Subform B's previous months into the new months. However, if an out-of-date project gets copied over to a new month, the combobox field would be empty for that record, even though the Key exists on the back-end.
I've tried playing with the combobox's properties on Subform A by changing the Bound Column, Column Count, Column Widths, and Limit To List, but am only able to get the out-of-date project to display by its Key, rather than its Name.
The front-end reasoning for this macro is that employees do not have to repetitively select the same projects for each month, and employees already working on out-of-date projects may still need to put in some hours to close out the project.
Does anyone have any suggestions? Thank you in advance!
The order in which fields show up in you combo box depends on how the control source is querying the information i.e. to get name and not the key to show up in a combobox using the a control source query like the following:
SELECT Key, Name FROM tbl_ProjectList
You would need to set the following attributes:
Column Count: 2
Column Width: 0"; 2"
Bound Column: 1
It sounds like you may need to requery the control source as well. This should cause all the information to update.
#Parfait - apologies for not describing my problem in more detail. There are multiple subforms on one main form to allow the user to select a date in one subform, which populates projects on a second subform and responsibilities on a third subform.
Jeffrey's suggestion made me realize that the underlying query to the combobox should be adjusted for projects that are carried over into new months, where a foreign key exists in the underlying tbl_ProjectUserEntry
Therefore, I added a WHERE criteria to the query, which uses a DLookUp function to see if the foreign key exists:
DLookUp("[DateID]","tbl_ProjectUserEntry","[DateID] =" & Forms.frm_UserEntry.tbDateID) IS NOT NULL
frm_UserEntry is the main form..
Again, apologies for my brief description to a complex problem.

How to create multiple connected search combo boxes to filter a form?

I have a form with 10 columns, and for 5 of them (Project_Phase, Contract, Design_DPM, AMM/UCC, 1_or_2 stat) I want to add connected drop list combo boxes to filter the records and display data as selected in the combo boxes.
I know how to make multiple drop list combo boxes that filter the whole form based on the selection of one value from one column. For example, "Contract" combo box has options: signed, not signed. If I select "signed" it will display all the records that have "signed". and If I filter another column it will cancel the previous filter and display records relevant only to that selection from that column.
But what I want is the ability to filter using any number of filtering options from the 5 columns I mentioned. For example, if I want to see the records that are ("signed" under "Contract") and in ("proposal" under "Project_Phase") and ("a certain DPM" under "Design_DPM"). And after filtering I want to be able to clear the filters and see all the records again, as I am using this form to display all my records for users. I do not want it to be cascaded, as I might want to filter using only one column or more or all. And I do not want it to be a query or use the basic filtering in datasheet view.
Sorry for the lengthy explanation, if something is not clear I will explain further. Thank you for your efforts.
Here is one way to implement a form filter using multiple comboboxes.
Create a table named 'tblWildcard'; one field named 'Wildcard', save the table.
Enter one record with an asterisk as the value
Create the queries for your comboboxes like:
SELECT DISTINCT Table1.flda
FROM Table1
ORDER BY Table1.flda
UNION Select wildcard from tblwildcard
Save a query like the following SQL to be the Row Source for your form (i.e. qryFormA):
SELECT Table1.Flda, Table1.Fldb, Table1.Fldb
FROM Table1
WHERE (((Table1.Flda) Like [Forms]![frmForm1]![cboFlda])
AND ((Table1.Fldb) Like [Forms]![frmForm1]![cboFldb])
AND ((Table1.Fldc) Like [Forms]![frmForm1]![cboFldc]))
In the After Update event for each combobox add the following code:
Me.Recordsource = "qryFormA"
Sometimes the 'Me.Rowsource.' may not work when changes are made (weird issue!). If so, do the following:
Application.Echo False
Me.RecordSource = vbNullString
Me.RecordSource = "rowVwFilter25"
Application.Echo True
Finally, if a multi-user environment, and people may be adding records that will need to be included in your comboboxes, use the combobox Before Update event and add the following code:
Me.cboFldA.Requery
My question is answered. I found exactly what I wanted here link
Thanks for the help everyone

Show a column value but submit another value in Microsoft Access

I am trying to make a simple form that 'registers' users into a meeting. I'm trying to get the form to submit the meeting 'id' into the database but I wish to display a different value for the user (so that they do not stumble through meeting id's). I've added two columns to the query (meeting id and meeting information) but I am unsure how I would get the form to submit the meeting ID but display the meeting information for the current user.
EDIT: I've tried your method Chris but it doesn't seem to work.
Edits made:
http://i.stack.imgur.com/6IUuD.png
http://i.stack.imgur.com/3PTTZ.png
You need a rowsource query with TWO values because you have two columns. For example:
SELECT meeting_id, meeting_name
FROM meetings
In this case the 'bound column' property would be '1' because in the example you first select the meeting_id.
In the 'column width' property you then type "0cm;4cm". 0cm means that the first column (the IDs) will not be shown.
go to design view of the form and change the bound column to the number that represents the column you desire to have displayed. eg.
You can add the query at the Row Source as in the image a query builder will appear and you just create the query and save it.

How can I bind a multi-row update or insert statement to a form?

I have a table Prices:
ID -- primary key, autonumber long integer
PriceDate -- Date
Price - Currency
Quantity - Number, DECIMAL subtype
UnitPrice - Number, DECIMAL subtype (an update statement is run to keep this in synch with price and quantity, but it's just a convenience for indexing... probably it'll be replaced with an expression in my queries)
ItemNote - Text
NewStores_ID - long integer key, lookup to another table of stores
NewItems_ID - long integer key, lookup to another table of items
To enter prices for a given store on a given day, I would like to be able to select the store and date ONCE on a form, then enter the items individually in a datasheet. For reasons unexplained, this proves difficult.
I can create a subform binding everything but the store and price to a temp table TempPrices with the same structure as the original. Then I run the SQL statement
INSERT INTO Prices
(PriceDate,Price,Quantity,UnitPrice,Brand,ItemNote,NewStores_ID,NewItems_ID)
SELECT
PriceDate,Price,Quantity,Price/Quantity AS
UnitPrice,Brand,ItemNote,NewStores_ID,NewItems_ID)
FROM Temp_Prices;
This will feed all the new rows into the main table. But, when I want to set the store and date only once, I run into problems. I've tried using named parameters for date an store in the insert statement... which can cause a pop-up prompt, but I cannot bind it to a form control. I've tried binding an update statement for those fields in the temp table to a form... but it doesn't even show an option to bind a multi-row update.
How can I get this to work with a minimum of clumsy hackery? It seems like there ought to be a simple solution, and if I were using something like PHP or JDBC I'd just run an extra query.
Edit: changed storage type for Quantity and UnitPrice to Number, Decimal subtype in place of double float. Just so people won't cry about using a float in any proximity to currency. It doesn't pose a problem in my use, but there are enough people who have a knee-jerk reaction to that.
Edit 2: Form/Subform
I'm trying to structure this as a master form with a either fields for entering store name and date, or a subform for the same, then a subform mapping to the temporary table for entering pricing data. There is an action button to run the insert/update queries to dump the temp table into my main prices table and clear out the temp table. However, the problem is that I can't figure out how to get the date/store fields in the master (or subform) to bind to an insert/update value applied to all the new rows at once.
Edit 3: SQL Statements (for clarity)
INSERT INTO
PRICES(NewStores_ID,PriceDate,NewItems_ID,Brand,Price,Quantity,
UnitPrice,ItemNote)
SELECT
#MyStore_ID,#MyPriceDate,NewItems_ID,Brand,Price,Quantity,
Price/Quantity,ItemNote
FROM TempPrices;
UPDATE TempPrices SET PriceDate=#MyPriceDate,NewStores_ID=#MyStoreID;
For these queries, I cannot bind parameters for #MyStore_ID or #MyPriceDate to fields in any form. The queries don't show up as options when trying to link them to a form. I can run them and get popup boxes to input parameters, but that's not what I want.
This is the target I'm aiming at:
"I would like to be able to select the store and date ONCE on a form, then enter the items individually in a datasheet."
However, if you have a reason why you need to do it with a temp table and DML statements, then this suggestion will not be useful.
I created a Prices table with only 4 fields, then a query on that table which I used as the Record Source for a form, "fsubPrices":
SELECT p.ID, p.NewStores_ID, p.PriceDate, p.Price
FROM Prices AS p
ORDER BY p.NewStores_ID, p.PriceDate;
The form has text boxes (txtNewStores_ID, txtPriceDate, and txtPrice) bound to the similarly-named query fields. I set Enabled=Yes for txtPrice, and Enabled=No for the other two.
Then I created an unbound form "frmPrices", and in the form header added a combo box "cboStores" and a text box "txtPriceDate". The combo has Bound Column = 1 with this query for its Row Source:
SELECT l.Store_ID, l.Store_name FROM tblkupStores AS l ORDER BY l.Store_name;
Then I added fsubPrices as a subform control to the detail section of frmPrices. The tricky part is setting the Link Master/Child Fields. There is a "wizardy dialog thing", but it will only allow you to select from the available fields, and I needed to link controls on the main form with fields on the subform. To do that, I had to type what I wanted directly into the subform control's property sheet:
Link Child Fields......NewStores_ID;PriceDate
Link Master Fields.....cboStores;txtPriceDate
The result is ... choose a store and date combination in the main form ... any matching records are displayed in the subform. You can navigate to the "new record" in the subform to add records for that store/date combination. But the txtNewStores_ID and txtPriceDate controls don't show the updated values until the new record is saved.
I hope this is close to what you want. It's actually fairly quick and easy to create; not so easy to describe.
You can't really do that. You are always going to have one row being worked with at a time.
What you can do is simulate it by changing the form's Default View from "Single Form" to "Continuous Form" or perhaps "Data sheet" and making is a child(sub) form of a master form.
Then you can put the store and date on the Master form, and linking to the child form using the NewStores_ID and PriceDate fields.