Form challange for the access guru's

[chris23892 via AccessMonster.com]

Well, I figured out my last issue on my own, but I REALLY need some help with
this one...

I'm building a warranty database and have the basic structure all laid out,
all my data in neat tables and forms all made My main form for entering
records is how I want it. I also use this form to search for records as well.
What I need is a way to ~flag~ certain records( yes, I have a table from
which this form is being used from) for the purpose of follow up. I need
these ~flagged~ records duplicated and put in another table.

This table of ~flagged~ records will be used in another form. What I am
looking for is a way to manage the units that I need follow up on. I want to
create a form from this new table that I can view records that I have flagged
and assign priority, completion dates too, so on and so on....

All my data is there and organized, I'm just REALLY baffled on how to even
start this. I was using excel for this before and all I did was highlight the
items in red that needed follow up on.

Any help or pointers as to where to begine????

 

[mscertified]

DO NOT put the records in another table. Your 'follow-up' table just needs
the foreign key to the primary key of the main table plus whatever other
information you need about the follow-up. Your 'follow-up' form will be based
on the follow-up table joined with the main table. It should not allow any
main table data to be updated only the follow-up table data.
On your main form you can have a command button called 'follow-up', when it
is clicked you insert a record to the follow-up table and maybe even switch
them to the follow-up form.
There are many different ways to arrange ir depending on how you want it to
work.

-Dorian

 

[chris23892 via AccessMonster.com]

Ok, so let me get this straight. Since I already have the data in my table,
there is no need to create a new one, correct?

I'm confusing myself here ~L~. I'll be more specific on details for my
benifit and all who help.

I have a main form from which is displayed records from units processed
through warranty. This is where we enter new units. When we get a unit in
that required follow up, we need a way of managing and viewing these units. I
want to use a form to manage these follow up units

What I want to do is have a command button that will:
1.) Select the current record being displayed
2.) Make ONLY the selected record availiable in another form for managment
purposes.

I assumed that this could be done by first copying the selected record, then
pasting this record into a new table I would create just for follow up units.
The new table would be from which my follow up form would be based.

this would not be the best route?
Thanks and sorry, I'm new to this and yes, I did search the site. It confused
me more.

 

[Linq Adams via AccessMonster.com]

That's correct! You don't need to make another table with identical records,
you just need to mark the appropriate records! What I would do is add a
checkbox field to your table, name it NeedsAttention.

When a record needs attention, check the box.

Use the Query Design Grid to make a query based on your table, using the
criteria field of NeedsAttention to only pull records where the box is
checked.

Base your new form on this query.

 

[chris23892 via AccessMonster.com]

I'll start with getting that to work.

I do see everyone's point: messing with records is BAD if the records are
already there.

 

[chris23892 via AccessMonster.com]

This is getting complicated....

I inserted my check box in my main form. I need to specify what this check
box is supposed to do, so I went to proporties and selected the data tab. my
control source I would think would be Product S/N (after all, this is what I
want to control. My text box for product S/N now gives a -1 when the box is
checked. somehow I'm thinking this is not what I want to do. The check box
has to referance something though?

How do I get the check box to select the record I am on and what to follow up
on?

Also, in the query I am creating, the criteria tab has no options. I'm
assuming I'll have to specify the criteria. How does one say " I want to
display the records I checked with the check box"

My query is indeed made from the table in which the check box was created on.

This is insanity, I tell you ~L~

I'll start with getting that to work.

I do see everyone's point: messing with records is BAD if the records are
already there.

That's correct! You don't need to make another table with identical records,
you just need to mark the appropriate records! What I would do is add a

[quoted text clipped - 7 lines]

Base your new form on this query.

 

[chris23892 via AccessMonster.com]

Awwwwww!!!!!!


What if I went to my main table in datasheet view, created another colum and
name it "for follow up"
then goto my table and tie my check box to that colum I created. I can then
open my query and use the 0 or -1 the check box generates to select the
criteria for displaying the record.

Am I on the right track here?

This is getting complicated....

I inserted my check box in my main form. I need to specify what this check
box is supposed to do, so I went to proporties and selected the data tab. my
control source I would think would be Product S/N (after all, this is what I
want to control. My text box for product S/N now gives a -1 when the box is
checked. somehow I'm thinking this is not what I want to do. The check box
has to referance something though?

How do I get the check box to select the record I am on and what to follow up
on?

Also, in the query I am creating, the criteria tab has no options. I'm
assuming I'll have to specify the criteria. How does one say " I want to
display the records I checked with the check box"

My query is indeed made from the table in which the check box was created on.

This is insanity, I tell you ~L~

I'll start with getting that to work.

[quoted text clipped - 6 lines]

 

[chris23892 via AccessMonster.com]

I ment goto my main form.

I created a colum in my table called for follow up. I then went to my main
form and created a check box and made my control source the for follow up.
Now, when I check the box, I get the -1 in my main table under for follow up.

I just need to know how to tell access now how to only display the -1 in the
table field for follow up in my query.

Holy buckets, this is becoming clear. Frightening, isn't it?

Awwwwww!!!!!!

What if I went to my main table in datasheet view, created another colum and
name it "for follow up"
then goto my table and tie my check box to that colum I created. I can then
open my query and use the 0 or -1 the check box generates to select the
criteria for displaying the record.

Am I on the right track here?

This is getting complicated....

[quoted text clipped - 21 lines]

 

[chris23892 via AccessMonster.com]

got it, works great now.

Thanks for everyone's help

I ment goto my main form.

I created a colum in my table called for follow up. I then went to my main
form and created a check box and made my control source the for follow up.
Now, when I check the box, I get the -1 in my main table under for follow up.

I just need to know how to tell access now how to only display the -1 in the
table field for follow up in my query.

Holy buckets, this is becoming clear. Frightening, isn't it?

Awwwwww!!!!!!

[quoted text clipped - 11 lines]

 

[Dennis]

Make the flag field a condition in the bound form's query. It'll take you
about 10 seconds to add it.

I ment goto my main form.

I created a colum in my table called for follow up. I then went to my main
form and created a check box and made my control source the for follow up.
Now, when I check the box, I get the -1 in my main table under for follow up.

I just need to know how to tell access now how to only display the -1 in the
table field for follow up in my query.

Holy buckets, this is becoming clear. Frightening, isn't it?

Awwwwww!!!!!!

What if I went to my main table in datasheet view, created another colum and
name it "for follow up"
then goto my table and tie my check box to that colum I created. I can then
open my query and use the 0 or -1 the check box generates to select the
criteria for displaying the record.

Am I on the right track here?

This is getting complicated....

[quoted text clipped - 21 lines]

Base your new form on this query.

 

[Linq Adams via AccessMonster.com]

Glad you got it working! This is also the technique that many use for
"deleting" records when the data needs to be archived. Instead of having an
archive table, appending the record to be deleted to the archive table, then
deleting the record, you just clcik on a checkbox, and show or not show the
record in a query/form depending on the state of the checkbox. Makes recovery
of an accidentally "deleted" record easy, also re-activating a record if, say,
a client returns. No re-entering endless data, simply uncheck a box!

 

[mscertified]

It's not insanity - it's called programming and it takes years to master (if
we ever really do).

-Dorian

This is getting complicated....

I inserted my check box in my main form. I need to specify what this check
box is supposed to do, so I went to proporties and selected the data tab. my
control source I would think would be Product S/N (after all, this is what I
want to control. My text box for product S/N now gives a -1 when the box is
checked. somehow I'm thinking this is not what I want to do. The check box
has to referance something though?

How do I get the check box to select the record I am on and what to follow up
on?

Also, in the query I am creating, the criteria tab has no options. I'm
assuming I'll have to specify the criteria. How does one say " I want to
display the records I checked with the check box"

My query is indeed made from the table in which the check box was created on.

This is insanity, I tell you ~L~

I'll start with getting that to work.

I do see everyone's point: messing with records is BAD if the records are
already there.

That's correct! You don't need to make another table with identical records,
you just need to mark the appropriate records! What I would do is add a

[quoted text clipped - 7 lines]

Base your new form on this query.