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#1
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Using a form to Search
We are trying to setup a db where a couple of the fields will need to be
manually updated each month for the new records coming into the db. The problem is that we need to be able to view all of the records attached to that customer to be able to fill those in. Is there a way to have the form show a filter and only pull in the data attached to the new monthly load to make edits? -- Thank you in advance!!!! |
#2
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Using a form to Search
On Thu, 25 Mar 2010 08:09:01 -0700, daisy
wrote: We are trying to setup a db where a couple of the fields will need to be manually updated each month for the new records coming into the db. The problem is that we need to be able to view all of the records attached to that customer to be able to fill those in. Is there a way to have the form show a filter and only pull in the data attached to the new monthly load to make edits? Yes; by setting the form's Filter property or by basing the form on a query selecting the appropriate data. For a more detailed answer please post a more detailed question, with a description of the table upon which the form is based. -- John W. Vinson [MVP] |
#3
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Using a form to Search
Hi John,
I've been trying to take different approaches to this and I'm wondering if the form is the best way. There is a data table that has new monthly data appended to it. the newly appended data could have history associated with it for example EffQtr Event CustomerID CustomerName InvoicedAmt 2008-1 New 123456 Customer A $25 2009-1 Renewal 123456 Customer A $50 New Data that gets appended EffQtr Event CustomerID CustomerName InvoicedAmt 2010-1 123456 Customer A $25 I would like to create a form that would have a filter to choose the Customers that have newly appended data and any of their historical data yo update the event and a few other fields. We have to be able to see the historical at the same time to be able to update the fields. Does that help? sorry I was unclear earlier -- thank you! Thank you in advance!!!! "John W. Vinson" wrote: On Thu, 25 Mar 2010 08:09:01 -0700, daisy wrote: We are trying to setup a db where a couple of the fields will need to be manually updated each month for the new records coming into the db. The problem is that we need to be able to view all of the records attached to that customer to be able to fill those in. Is there a way to have the form show a filter and only pull in the data attached to the new monthly load to make edits? Yes; by setting the form's Filter property or by basing the form on a query selecting the appropriate data. For a more detailed answer please post a more detailed question, with a description of the table upon which the form is based. -- John W. Vinson [MVP] . |
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