yisraelharris
asked on
Add Records "on-the-fly"?
I am creating a form for an Invoice database table. One of the fields is CustomerID. This field is a lookup into a Customer database table. It successfully does the lookup based on the CustomerID (autoincrement), and displays the Customer name.
Currently, one may enter only customers that exist in the Customer database table.
I now need to provide the ability to enter a Customer that does not exist in the customer table, and for that customer to automatically be inserted into the Customer table.
Note also that currently, only the Customer name is displayed. If I do provide this "add-on-the-fly" ability, I will need to provide the ability for them to enter the other fields for the Customer record. Is there any easy way for these fields to popup only for this "add-on-the-fly" situation?
So what I need to happen is this:
a. If they are entering an existing customer, then they need only indicate the ID (or name, actually, since that is what they see);
b. If they are entering a new customer, then they need to enter all the customer fields, and this record will be added to the customer database.
How is this implemented? Should this be a sub-form? Any assistance would be welcome. Since I am an MS Access newbie, the more detail, the better.
Thank you.
Currently, one may enter only customers that exist in the Customer database table.
I now need to provide the ability to enter a Customer that does not exist in the customer table, and for that customer to automatically be inserted into the Customer table.
Note also that currently, only the Customer name is displayed. If I do provide this "add-on-the-fly" ability, I will need to provide the ability for them to enter the other fields for the Customer record. Is there any easy way for these fields to popup only for this "add-on-the-fly" situation?
So what I need to happen is this:
a. If they are entering an existing customer, then they need only indicate the ID (or name, actually, since that is what they see);
b. If they are entering a new customer, then they need to enter all the customer fields, and this record will be added to the customer database.
How is this implemented? Should this be a sub-form? Any assistance would be welcome. Since I am an MS Access newbie, the more detail, the better.
Thank you.
ASKER
Hi. Thank you. I am not sure what you mean.
You write:
1. "Create a form" -- you mean a separate form for the customer fields?
2. "bind it to your customer details table" -- You mean that this form I create updates records in the customer database table?
3. "You may enter a new record direct from there" -- what does this part mean?
You write:
1. "Create a form" -- you mean a separate form for the customer fields?
2. "bind it to your customer details table" -- You mean that this form I create updates records in the customer database table?
3. "You may enter a new record direct from there" -- what does this part mean?
OK. Create a form first.
Go to your forms area of the db and click NEW.
A wizard will appear.
In the dropdown box, select the table that you want to enter details into through the form.
Click OK.
A blank form will appear with a list of all of your fields.
Add these to your form.
Run the form - you will see the first record in your table shown in the textboxes on your form.
Cycle through the records by clicking the arrows (record navigators) at the bottom of the screen.
As it stands, if you type into the boxes, you will change the data in the table.
So, go back to design view and right click on the form (square at top left)
Select properties
Select events
Go to on load then code builder
A white window will appear - this is the VBA window
Add the following code:
docmd.GoToRecord ,,acNewRec
Close the window
Now run the form
It will automatically take you to a new record ready to add a new customer
Go to your forms area of the db and click NEW.
A wizard will appear.
In the dropdown box, select the table that you want to enter details into through the form.
Click OK.
A blank form will appear with a list of all of your fields.
Add these to your form.
Run the form - you will see the first record in your table shown in the textboxes on your form.
Cycle through the records by clicking the arrows (record navigators) at the bottom of the screen.
As it stands, if you type into the boxes, you will change the data in the table.
So, go back to design view and right click on the form (square at top left)
Select properties
Select events
Go to on load then code builder
A white window will appear - this is the VBA window
Add the following code:
docmd.GoToRecord ,,acNewRec
Close the window
Now run the form
It will automatically take you to a new record ready to add a new customer
ASKER
I am very grateful for your lengthy response but I have totally lost you.
You outlined the details of how to create a from. This I do know how to do. After all, I already have the Invoice form working.
The more I think about it, the more I realize that I don't really see what your response has to do with my original question at all. Can you please re-read it? I think we may be no longer talking about the same topic anymore.
I am not sure what else to say.
You outlined the details of how to create a from. This I do know how to do. After all, I already have the Invoice form working.
The more I think about it, the more I realize that I don't really see what your response has to do with my original question at all. Can you please re-read it? I think we may be no longer talking about the same topic anymore.
I am not sure what else to say.
I see what you mean.
I see that you have a form working to view old customers - do you want all users to be able to enter a new customer?
If so, create a button on your existing form that opens the form I've described building.
On the form I described, add a button to save the record and close the form.
Now in the orginal form the user will be able to access the new customer.
I see that you have a form working to view old customers - do you want all users to be able to enter a new customer?
If so, create a button on your existing form that opens the form I've described building.
On the form I described, add a button to save the record and close the form.
Now in the orginal form the user will be able to access the new customer.
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
ASKER
Thank you, Sayedaziz.
I want to make sure I understand this:
You are suggesting that I make a separate customer form, which they can get to if they need to by double-clicking on the customerID?
Sounds promising. I will run it by my supervisor.
There were a couple of lines I didn't understand. What do they mean?
1. I didn't see where lngCustomerID gets assigned a value.
2. Me.customerid.Undo
3. Response = acDataErrContinue
I want to make sure I understand this:
You are suggesting that I make a separate customer form, which they can get to if they need to by double-clicking on the customerID?
Sounds promising. I will run it by my supervisor.
There were a couple of lines I didn't understand. What do they mean?
1. I didn't see where lngCustomerID gets assigned a value.
2. Me.customerid.Undo
3. Response = acDataErrContinue
Here is the details :
1. For your purpose u don't need lngcustomerid , since i have extracted codes from
my programme and forget to remove this.
2. Me.customerid.Undo will clear the data entered by users which is not available in the list.
3. Response = acDataErrContinue will supress access default error message of Not in List.
1. For your purpose u don't need lngcustomerid , since i have extracted codes from
my programme and forget to remove this.
2. Me.customerid.Undo will clear the data entered by users which is not available in the list.
3. Response = acDataErrContinue will supress access default error message of Not in List.
Be carefull that you protect your form with some security though as it means giving users the ability to manipulate the table data.
Are there any fields in the table that autopopulate? (autonumber for ID for example?)