New record - UI considerations

Dear experts -
We have a workhorse form (it shows a given project) that contains a separate tab with a subform listing all the expense items for that project. The subform/expense table has many fields - we display quite a few of these across the row.
NOW - until today, we have allowed additions on this form  - however, this is a pain, since you need to scroll to the bottom of the list to add a record.
So, I was thinking of alternatives, such as:
1) Have a separate subform only for adding records. Would be nice to have an accelerator key that puts the user here at the touch of a button.
2) Have a 'new expense' button, that invokes a popup.

In either case, after entering the record, we can refresh the main expense list and go to the record just entered.

What are your thoughts of the best way to do this?

Who is Participating?
Jeffrey CoachmanConnect With a Mentor MIS LiasonCommented:
...Is there a reason why you can't add one in...?
(if this solves the problem)

Again, you could do what you are asking but it overkill IMHO

Create a form based on the table.
Set the data entry property of this form to "Yes".
On the main form put code to open this form for a new record:
    DoCmd.OpenForm "YourPopUpForm", , , , acFormAdd, acDialog
On the close event of the Pop-Up form put code like this to refresh the main form

This should work for you, but doing this introduces a lot of other issues, (if the main form is not open when this popup is opened, ...etc)
...just FYI...

Jeffrey CoachmanMIS LiasonCommented:
<since you need to scroll to the bottom of the list to add a record.>
Just to be clear, when you click the new record button, it "brings" you to the bottom of the form, ...there is no need for you to scroll to the bottom manually...
Does simply clicking the new record button fix this issue?

Also you could make this a single form view form, ...then clicking the new record button simply blanks the form, and you are ready to type the new record.

If neither of these work for you, then yes, you can create a separate popup form, but this would be overkill in IMHO...
(Create the popup form and set all the needed "popup" properties and create the code to refresh the main form...)

terpsichoreAuthor Commented:
we don't currently have a 'new record' button - the user has to manually scroll to the bottom each time...
7 new features that'll make your work life better

It’s our mission to create a product that solves the huge challenges you face at work every day. In case you missed it, here are 7 delightful things we've added recently to monday to make it even more awesome.

terpsichoreAuthor Commented:
thanks - this is very helpful
Jeffrey CoachmanMIS LiasonCommented:
<this is very helpful >
Which path did you opt for?
Adding a new record button or creating a pop-up form.

(Just so other members searching here can know what resolved the issue)

Glad I could help...

terpsichoreAuthor Commented:
I am leaning right now to a popup - because in the process I can also add more info in the UI to guide the user when they are entering data - the continuous form is very dry and just a string of fields (of necessity - it's a lot of fields).

but it's a work in process!
Jeffrey CoachmanMIS LiasonCommented:

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.