I followed this great guide to help me add a search feature to my Access database:
http://www.techrepublic.com/blog/howdoi/how-do-i-populate-an-access-list-control-with-the-results-of-a-dynamic-search/108
At the end it says:
"If you’re building a quote or order, use the list control’s Click or Double Click event to copy record(s) to a temporary table. It’s easy to implement using a fixed query for each search task."
I have managed to display all search results in a list box and I would like to be able to click on a customer to highlight them, and then press a button to add an order to the selected customer. I've been thinking how I could do it and I really can't get my head around it.
Any help would be appreciated.
It depends on how you build your database. My guess is that one easy way would be:
Create a table with customers;
Create an "Order" table with orders where you link the customers through a foreign key
You load the customers in a listbox. While making the name visible, it is actually the ID that you retrieve when clicking the listbox. You can configure this via the wizard in the design view of a table. You can make other forms appear by events on the listbox (eg. on click).
If you managed to retrieve the ID of the customer, and you have the data related to the order (data that can easily be extracted from form objects and loaded into variables ) what you need is an insert statement and insert the values in the "Order" tabel (including the customer ID, which is linked through the foreign key).
This way all order records are linked to the customer and can be queried later.
Due to my limited knowledge on your other requests, I cannot help you any further on the rest of your database design.
I hope that my reply could help you and that I understood your question correctly.
You can access info from a listbox via:
List.Value
Or if it is not the first column then:
List.Column(0,0)
0 being the column and row references.
You may also consider using a listview over a listbox and then you can access the relevant parts of a listview control with the following code:
ListView.SelectedItem
Or if it is not the first column then:
ListView.SelectedItem.SubItems(3)
3 being the column reference
Related
I have a contact database, created on SQL server. An example of its many to many relationships is below:
1- Contact table (ContactID, Fname, Lname, ...)
2-Contact_Skill table (ContactID, SkillID, Score)
3-Skill table (SkillID, Skill_name, Skill_type)
For easier interaction, I linked this databse with MS access file (which will be the interface, used by users). Users mainly use it for insertion, and I have somewhere else a SQL report server to retrieve some data and do some reports.
My issue now is that, I'm trying to find an easier way (without programming) to insert data in the intermediate table (Contact_Skill), other than getting the IDs manually. A thing like a drop down menu, that enables the user to choose the skill and it turns into its ID. Any easier way would be so welcomed as well. Thanks
Ok, you likely don't need code, or at the very least VERY little code, and you certainly don't have to write code to insert the records.
So, I would create the form (bound directly to the linked contact table.
So, you can use ctrl-f, or whatever to search, find, jump to your record you want to edit. (so built in search features will suffice for now).
In that form, you will drop in a sub form. (a continues form - multiple items would work nice here.
So, in that form you have this:
In this example, I have
customers
Invoices
Invoice details
So, really, I have near example the same kind of setup. One master table (customers)
Then a child table of invoices.
And then for each invoice, we have details of the invoice.
So, your main form will have that sub form dropped in that shows the contact skills.
In my case, I have this:
So, for this, you not really written any code.
Now, do note that for each invoice (or your case of contact skills).
Note how I have a edit button in that continues form.
This allows our "drill" down.
The code behind this button is:
if me.Dirty = true, then me.Dirty = False
docmd.OpenForm "frmInvoice",,,"ID = " & me!id
So, clicking on edit will launch a new "main" form based on invoice (or in your case skills) the ONE record.
Now for that skills record, it not clear if you have another drill down (child table), but lets assume you do!
so, In that form, you simply drop in another sub form (again continues items), and you thus are now free to add more skills to that one contact skill.
In my case, it is invoice details, so we have this:
The above screens are rather crude (they are test scenes), but it shows a design in which you dealing with 3 typical related tables.
So the whole system works with about 6 lines of code. Just keep in mind that when you drop in a sub form to relate child items? Access will setup the foreign key value that belongs to the parent table that has the one "main" record, and that sub-form of child records. All that is required is that the link master/child setting is setup correct. Once done, then Access will manage and set the correct values used to relate the tables to each other, and you don't have to write any SQL or even any code for that matter. (you are free to add a sub form record, and then hit Edit button for further details to edit, or as noted add more child records to that form you just launched.
So related tables, and adding of child records is VERY automatic in Access, and you don't write code to add the records - access will do all this work for you if you follow the above design pattern. About the only code you ever had to add is the the "edit" button to launch the next form in the sequence.
In my database I have formed the relationship from one to many on the right of the screen shot, but for some odd reason it will not let me do it on the left of the screenshot. I want to connect both cust_IDs (or customer IDs) and make it a one to many relationship. I would really appreciate any help this because it will allow me to practise forming one to many relationships on Microsoft Access.
Here is my screen shot of the problem
This is easy in Access and will not require any code.
Create a main form based on tblCustomers.
Save this form.
Now create a multiple items form based on tableRentals.
Delete the column for vid_no, and then use the combo box wizard to create a combo box – this will allow you to select from tblVideo, and return/set the vid_no column.
Ok save this form.
Now re-open the main tblCust form in design mode, and drag + drop in the multiple items form you created above.
You should now have a working form.
I know it's old technology (ancient now), but it's what I have to work with due to work.
I am able to create a Group and report and link it to a textbox to provide a collapsible report, with master data and detail data.
What I want to know, is it possible in SSRS2005 to create another sub-group to the first group?
i.e. Master record -> Detail -> Sub-details
Every time I try and add another detail row for example I only get one row of data in the sub-group, because it's tied to the Details Grouping. I cannot explicitly say "report grouped by this other subgroup" (where it offers you to create groups in the Group list).
Yes I am trying to do this in a table.
This is what I am after...
[+] Col1 Col2 Col3 Col4
[+] data data data data
Col1 Col2 Col3 ...
data data data ...
...
...
The [+] is what I want to set up to allow the expansion of another group within the first group.
The answer is not to try and pack too much into one reporting object. In this case the Table object.
I managed to have far more flexibility by placing the tables and fields inside a List object.
Try these...
Drop a List item into the report
Define the Dataset to your main dataset that contains all the data.
Note: For this to work you need a query that have as much as the master and detail data inside as ONE query, so obviously your master data will repeat as deep as it has to, to get to the lowest common dataset, which in my case was the action items per student.
The List object will act as the Master data reference for all your other objects inside of it.
Now you can play! Drop in a few textboxes to show the data for the master data you want to only show ONCE per "logical record". I'll let you ponder what that meant!
Now to show subgroups, you'll need Tables for each one. Drop a Table object
In each table (group) don't specify a dataset, as I said above, all the data comes from the List.
But for each table, you'll need to define your Details Grouping. Go ahead and simply state the group parameters you require for the sub-group. So in my case, I want to display ONE row of Students, but any amount of Actions each student has. So place a StudentID for the student and an ActionID for the actions as a combined grouping.
Repeat the above for any other groups, and define their groupings so you don't get repeatitive data. One table could only have one pivot or group, so just define the index for that inside the Details Grouping. Do not use the Add.. feature to add groups, because you'll be adding groups within subgroups and go into another level again! Beware.
I hope this made sense.
I want to create a multi-select Contact Lookup.
What i want :
When user clicks on a lookup then he should be able to select multiple contacts from that.
What i have done:
I have created an object and a field inside that object using both
"Lookup" and
"MasterDetail Relationship" and
"Junction Object"
When i try to use this Field for any input text/Field then it always provides an option to select only one value from lookup but i want to have an option to select multiple.
Even in the Junction object i have created 2 master-detail relationships still lookup allows only one value to be selected.Moreover it makes the field mandatory which i don't want.
Links that i followed:
http://success.salesforce.com/questionDetail?qId=a1X30000000Hl5dEAC
https://ap1.salesforce.com/help/doc/user_ed.jsp?loc=help§ion=help&hash=topic-title&target=relationships_manytomany.htm
Can anybody suggest me how to do this.
Its same as we use Email CC/BCC under Send Email option for any Lead.
Even you use a junction object a lookup is just that, it references (looks up to) one other record: when you create a record on the junction object you still have to set each lookup individually and you're still creating only one record.
Master Detail relationships are essentially lookups on steroids, one object becomes the child of the other and will be deleted if the parent object is deleted, they're not going to provide an interface to lookup to many records at once.
If you're not a developer then your best bet is to either just create on junction object record at a time, or look into using dataloader. You could prepare your data in Excel or similar and then upload all the records into Salesforce in one go.
If you are a developer, or have developers at your disposal, then what we've done in the past is create a Visualforce page to do the job. So if, for example, you wanted to link a bunch of contacts up to an Account, we'd have a single account lookup field on the page, then some search fields relating to fields on the contact. Using a SOQL query you can then find all contacts matching the search parameters and display them in a list, where you may want to provide checkboxes to allow the user to select the contacts they want. Then it's just a case of looping through the selected contacts, setting their Account field to be the chosen account.
There are areas in Salesforce (such as the send Email functionality you mentioned) where it's clear to see that bespoke work has been done to fulfil a specific task — another instance of what you want is in the area where you can manage campaign members. This is the model I've copied in the past when implementing a Visualforce page as described.
Good luck!
For adding multiple junction objects at one time, the only solution we have found is a custom Visualforce page, as described by LaceySnr.
For a slightly different problem, where we need to assign many of object B to object A, We have trained our users to do this with a view on object B. We are assigning Billing Accounts (B) to Payment Offices (A). The view on Billing Account has check boxes on the left side. The user checks the Billing Accounts to be assigned, then double-clicks on the Payment Office field on any of the checked rows. A pop-up asks if you want to update only the single row or all checked rows. By selecting 'all checked rows', the update is done to all of them.
The view is created by the user, who enters the selection criteria (name, address, state, etc.). All user-created views are visible only to them.
i want to work on a form, here i will enter the data into text fields and this will be updated into a table as a new entry. Now out of the fields available iwant few of them to be stored into another table. so its like saving form data into multiple tables. I searched in many places but cudnt find any solution.
The best solution is to use a form and a subform. Table1 is bound to form and Table2 is bound to subform.
Thanks for the solution...i dont want to go for another form though...but i figured out a way..for the 2nd table i introduced a button and on click of the event wrote a vb code such that it will look for ID field of type autonumber(introduced for the sake of searching row) and used dlookup with a criteria expression to find out the row in 2nd table n used a insert statement...this worked...thanks for the response, appreciate it...