I am using a Multiple Items Form to list CASES (records) where there is no TECHNICIAN assigned (Maybe I should use a Datasheet to list the records?).
I would like the user to select a TECHNICIAN from a dropdown field that gets its values from an Employee Table (I can do this). Then I would like the user to select multiple CASES (records) in order to assign that one TECHNICIAN to the Technician field in all of the selected CASES.
Basically, I'm trying to keep the user from having to assign a technician from within each and every incoming case request. I want them to "batch" assign a tech to multiple cases.
Can someone point me in the right direction?
Ok so I did some more research. This may not be the best answer but it works for now.
I created a Multiple Item Form.
I added an unbound dropbox that lists Employees from the table
I added a button on the detail section (for each record) with the follow line of code:
Me.Technician = Me.Choose_Technician
Now the user can pick a technician from the dropdown and then click the button to assign that technician to the record/casefile.
This is a simple solution if you only have a couple of records/casefiles to assign. If the amount of incoming casefiles increases there will have to be a way to select multiple records using the shift key. I'll keep researching this.
Related
I need help, I am making application for one medical practice.
I have one database where are all patients and one more where is all services (text), something like subdatabase. And when I make profile for patient, than I need to add some text to access DB. I know how to add new value to database but I don't know how to display only values for this patient. When I click Save I can see every value in this second database, I need to filter it with Patient ID.
Good Day,
I need some assistance please. I am rebuilding a third party Access database after it's catastrophic failure and the failure of the 3rd party developer to fix his mess. I am an avid Access Developer and know my way around an Access Database well. I am not a super VBA coder, but I can do more than my bit in VBA as well as a few other languages.
Currently, I have a database test bed with a login form that stores 3 values as public variables (gstrLevel as String, gstrUser as String, gintID as Integer). I am able to set my own "permissions" with ease in that once they login I can use the values to control the switchboard etc.
My problem now is the following. We have people recording prospective client interactions and interviews. As part of the process, every time they make contact, they record this into the database and in the process a "followup date" is created. This works like a charm. What I now need to do is warm the users if these followup dates are close or have passed so that prompt action can be taken lest we lose a prospective client.
I have a query that takes the prospective table information, and the notes table information (where the followup date is stored) and then filters the dates correctly. This in turn has been used to create a continues form to display the records that need followup soon. What I cannot seem to do is to get it to only show the logged in users followup records.
I should note that the user/agent field is a lookup field in the prospective table, and thus also creates a combo box in the Followup form. I can lock the form from changes etc, but I can't seem to get it to only display the relevant user/agent details.
I have tried:
DoCmd.ApplyFilter
Me.Filter
Me.FilterOn = True
DLookup as criteria
Using my public variables directly as query criteria
And a few other weird combinations with no success.
My problem, I believe, is the fact that the user/agent is a lookup field, and I am not sure how to filter based on that fact. If I use the gstrUser variable directly I get a type mismatch and if I use gintID directly it shows nothing.
Any ideas or advice would be greatly appreciated.
You probably have a Users table, with a numeric Primary Key (PK), while your gstrUser stores the userName.
So in the source of your Followup form, just add the Users table (joined to the Prospective table on UserId) and apply the filter on the userName field in the Users table (or whatever it's called that matches the contents of gstrUser).
Im building a system for my company to keep track of internal orders, inbetween our warehouses, we have material that goes out warehouse 1 to warehouse 2 and we kind of lose track of how much of "x" is in warehouse 1 and how much in warehouse 2, so i want to implement this access db where a user fills a form and says: order 1: 500 of "x" order 2: 300 of "y". then another user fills an exit form where he says 1 of "x" going out, so i would need the program to keep track of total order and how much as gone out to fill order 1 and so on...
My idea here is to have both an order number and an id number for each of "x" everytime someoneone assembles 1 "x" they fill the form and print a label directly from the access (i have this part working already) while keeping a record of when it was assembled, who verified and what was verified (it will work as a quality control also).
What i dont know is how to program the db so when it reaches 500 of "x", the id number for "x" starts again from 1
This is the one major issue with my program right now, i'm not experienced in access db's or vba, but im getting there with a tip and a trick from here and there, so, no need to be careful with the technical language, i will google it if i have to :p
EDIT:
The table structure goes as follows:
1 table as the main table where I record the check that is made for every product, where I include the model of the product, the said ID that I want to reset after a number of products checked, and a concatenated field that includes most of this information to generate a qr code.
Then there is a table for the Order Number, which is connected to a form to record each new order with a date/time field, the order number itself and the number of products. This number of products must then be called from the code that will count how many products have been checked to date and keep the order number field updated so we can keep track of the order.
Then there is another minor table just to get values for the form, the product models
Thank you for your answers ;)
See this MSDN Documentation
Unfortunately in Access, you cannot 'reset' an ID field, unless you move the records to a newly created table and use that table for every 500 records.
As for the user control and login form, I'm afraid those are separate questions that must be asked in a different thread.
To get you started:
You can set the RecordSource of a form to a table, and when users make entries, the data will be saved to the table. You can also use a form with controls (text boxes, comboboxes, etc.) and create a button that runs a query to insert these records into a table.
The login piece - you can encrypt the database with a password. That may/may not be sufficient.
I would suggest you change your schema, if possible. Something like the following:
Orders
OrderID (Autonumber)
ProductID (link to your Products table)
QuantityRequested
Deliverables
DeliverableID (Autonumber)
OrderID (link to your Orders table)
SequenceNumber: in the BeforeInsert event set this value equal to:
DCount("*", "Deliverables", "OrderID=" & Me.OrderID) + 1
I'm assuming that your form has a control named OrderID that is bound to the OrderID field of the Deliverables table.
The code uses the DCount() function to get the count of all the other deliverables that have already been created for this order. If this is the first deliverable, DCount() will return 0. It then adds 1 to this count to get the sequence number of the next deliverable.
If the new SequenceNumber is greater than the quantity requested, you could display a message saying that the order has been filled and cancel the creation of the Deliverable record.
This is just one approach and it is not a complete solution. I'm assuming that once assigned a sequence number a deliverable cannot be deleted. You might need to make allowances for deliverables that get lost or damaged. You could incorporate a status field to the Deliverable table to deal with this, but you would still need to make a decision about what to do with the SequenceNumber.
Using a split database, everyone gets a front end with a local table I use as a 'cart' like in online shopping.
I'm copying records to a local table from stock. I don't want the record I copied across to be allowed to be transferred over again making duplicates. I also don't want to delete the original record, just modify it.
So I want them to edit the records copy locally then hit a button that will update the record on the database back end. If they don't hit the button and close the front end, no changes are made. Assume the temp table is wiped on start up.
To stop duplicate records I want to hide select records from the particular user of the front end database only. So if the Access app crashes the record isn't hidden for all users.
Idea: What If I add a Stock_ID (hidden) field to the local table? Then I can poll the column and if any Stock_ID matches the ID of the record I want to copy a message box says Error, record already exists and cancels the record copy?
I think you're saying you want to show the front end user only those stock records whose Stock_ID values are not present in the local table.
If that is correct, you can use an "unmatched query" to display those stock records.
SELECT s.*
FROM
stock AS s
LEFT JOIN [local] AS l
ON s.Stock_ID = l.Stock_ID
WHERE l.Stock_ID Is Null;
The Access query designer has a query wizard for this task. It should be worth a look.
When you say "hide select records", what combinations? Hide all of a certain type from ALL users; hide certain records from SOME users? In your split database, does EACH user have a copy of the front-end, or do all share the same front-end? There must be some criteria that determines who sees what records? Once that is identified, then a solution can follow.
I have a tricky thing I'm trying to get working
I have a table that contains events, and 10 fields populated with ID Numbers of employees who attended, and a comment box for each one. I tried to create a query that uses a combo-box with the ID Number to Search for the events they attended, and display them in a form cleanly (IE without displaying other peoples, or having a large number of text boxes everywhere). I got it partially working but I could not figure out how to go any farther. I can't figure out how to separate out the fields by the people. I was toying with the idea of having the event listed say 10 times with one person per record but that would cause alota bloat.
Any ideas how to do this? Different formats/other approaches would be great as well.
Thanks guys.
I would split the tables... have one that contains the event, with an eventID field as an AutoNumber. Then have another table called Attendance with three fields: eventID containing the ID of the event, employeeID, and Comment for the comment. This would then even allow you to create another table containing more info about the employee like first name and last name for use in reports.