filtering by form

[Dominique]

I have a table that has all my company's clients; is there a way to filter by
form to see just the clients that are affiliated with one particular name?
(i.e., if a saleperson wanted to see only their clients and pull up each form
that contains only his clients, how can that be done?)

 

[Allen Browne]

The answer will depend on how your data is structured, and what version of
Access you use.

In the Client table, do you have a StaffID field, so that each client is
assigned to one sales person? If so, you can just filter on the StaffID
field. In Access 2002 and later, if you use a combo for this field, you can
use filter by the staff name in Filter By Form. In any version, you can add
an unbound combo to the form (header), and use it for filtering by StaffID.

If you have a many to many relation between clients and staff, you probably
have a subform where you enter the staff members for the client. If so, see:
Filter a Form on a Field in a Subform
at:
http://allenbrowne.com/ser-28.html