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#1
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Reference Document
The db project I am working on has a unique serial number for each document.
The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#2
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Reference Document
Dave
I may be missing something... If Doc#14 is issued in response to Doc#5, which is a variation issued in response to Doc#1, why would you NOT want to point from #14 back to the document it is a response to (i.e. #5)? That is, if something in #1 were changed in #5, when you got to #14, the thing that IT changes might not even have been in the original #1. I understand the notion of parent (or grandparent, or great-great-great ... grandparent), but if each document points to its immediate predecessor, you could track back to the original ancestor. More info, please... Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... The db project I am working on has a unique serial number for each document. The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#3
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Reference Document
Hi Jeff
I was thinking of that myself. Perhaps having an audit trail one document previous is sufficient. I was trying to gathering the entire family up for a group picture instead of going from the kids house to the parents before going to the grandparents. It all started with the grand-parents (per se). You believe the better design is to link Doc-14 to Doc-5? One seminar presenter from Microsoft said never trust your user's input. Always verify. Well user A might not know about Doc-5 and issue Doc-14 and thereby referencing Doc-1. I just know things will get real confusing if I can't relate all the updating documents to the original. Thanx for the idea, Jeff. Might be the way to go. "Jeff Boyce" wrote: Dave I may be missing something... If Doc#14 is issued in response to Doc#5, which is a variation issued in response to Doc#1, why would you NOT want to point from #14 back to the document it is a response to (i.e. #5)? That is, if something in #1 were changed in #5, when you got to #14, the thing that IT changes might not even have been in the original #1. I understand the notion of parent (or grandparent, or great-great-great ... grandparent), but if each document points to its immediate predecessor, you could track back to the original ancestor. More info, please... Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... The db project I am working on has a unique serial number for each document. The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#4
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Reference Document
Dave
Perhaps that presenter stole the notion from the TV show that suggests that "patients always lie" (maybe not deliberately, but they lie) g. I don't know your situation like you do, so I don't know how likely it is that a user would point to #1 when s/he was using #5 as the starting point for #14 ... how would s/he even know #1 was back there? Good luck! Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message news Hi Jeff I was thinking of that myself. Perhaps having an audit trail one document previous is sufficient. I was trying to gathering the entire family up for a group picture instead of going from the kids house to the parents before going to the grandparents. It all started with the grand-parents (per se). You believe the better design is to link Doc-14 to Doc-5? One seminar presenter from Microsoft said never trust your user's input. Always verify. Well user A might not know about Doc-5 and issue Doc-14 and thereby referencing Doc-1. I just know things will get real confusing if I can't relate all the updating documents to the original. Thanx for the idea, Jeff. Might be the way to go. "Jeff Boyce" wrote: Dave I may be missing something... If Doc#14 is issued in response to Doc#5, which is a variation issued in response to Doc#1, why would you NOT want to point from #14 back to the document it is a response to (i.e. #5)? That is, if something in #1 were changed in #5, when you got to #14, the thing that IT changes might not even have been in the original #1. I understand the notion of parent (or grandparent, or great-great-great ... grandparent), but if each document points to its immediate predecessor, you could track back to the original ancestor. More info, please... Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... The db project I am working on has a unique serial number for each document. The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#5
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Hi Jeff
In most cases, the person creating the original document will do the updates so they would know. But I always have to complicate things (in my mind) thinking of "what-ifs". Tagging the previous document is easy enough. I wanted to see if I could complicate the issue by ensuring the user always tagged the original. So that is why I wanted to see what kind of solutions others devised. People sometimes don't want to own up to their misgivings so its easier to tell the doctor a tall tale! "Jeff Boyce" wrote: Dave Perhaps that presenter stole the notion from the TV show that suggests that "patients always lie" (maybe not deliberately, but they lie) g. I don't know your situation like you do, so I don't know how likely it is that a user would point to #1 when s/he was using #5 as the starting point for #14 ... how would s/he even know #1 was back there? Good luck! Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message news Hi Jeff I was thinking of that myself. Perhaps having an audit trail one document previous is sufficient. I was trying to gathering the entire family up for a group picture instead of going from the kids house to the parents before going to the grandparents. It all started with the grand-parents (per se). You believe the better design is to link Doc-14 to Doc-5? One seminar presenter from Microsoft said never trust your user's input. Always verify. Well user A might not know about Doc-5 and issue Doc-14 and thereby referencing Doc-1. I just know things will get real confusing if I can't relate all the updating documents to the original. Thanx for the idea, Jeff. Might be the way to go. "Jeff Boyce" wrote: Dave I may be missing something... If Doc#14 is issued in response to Doc#5, which is a variation issued in response to Doc#1, why would you NOT want to point from #14 back to the document it is a response to (i.e. #5)? That is, if something in #1 were changed in #5, when you got to #14, the thing that IT changes might not even have been in the original #1. I understand the notion of parent (or grandparent, or great-great-great ... grandparent), but if each document points to its immediate predecessor, you could track back to the original ancestor. More info, please... Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... The db project I am working on has a unique serial number for each document. The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#6
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Reference Document
OK, I'll play too!
Are you planning for how you'll handle people tagging NO preceding document? (after all, the first one in the chain doesn't have a preceding document!) Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... Hi Jeff In most cases, the person creating the original document will do the updates so they would know. But I always have to complicate things (in my mind) thinking of "what-ifs". Tagging the previous document is easy enough. I wanted to see if I could complicate the issue by ensuring the user always tagged the original. So that is why I wanted to see what kind of solutions others devised. People sometimes don't want to own up to their misgivings so its easier to tell the doctor a tall tale! "Jeff Boyce" wrote: Dave Perhaps that presenter stole the notion from the TV show that suggests that "patients always lie" (maybe not deliberately, but they lie) g. I don't know your situation like you do, so I don't know how likely it is that a user would point to #1 when s/he was using #5 as the starting point for #14 ... how would s/he even know #1 was back there? Good luck! Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message news Hi Jeff I was thinking of that myself. Perhaps having an audit trail one document previous is sufficient. I was trying to gathering the entire family up for a group picture instead of going from the kids house to the parents before going to the grandparents. It all started with the grand-parents (per se). You believe the better design is to link Doc-14 to Doc-5? One seminar presenter from Microsoft said never trust your user's input. Always verify. Well user A might not know about Doc-5 and issue Doc-14 and thereby referencing Doc-1. I just know things will get real confusing if I can't relate all the updating documents to the original. Thanx for the idea, Jeff. Might be the way to go. "Jeff Boyce" wrote: Dave I may be missing something... If Doc#14 is issued in response to Doc#5, which is a variation issued in response to Doc#1, why would you NOT want to point from #14 back to the document it is a response to (i.e. #5)? That is, if something in #1 were changed in #5, when you got to #14, the thing that IT changes might not even have been in the original #1. I understand the notion of parent (or grandparent, or great-great-great ... grandparent), but if each document points to its immediate predecessor, you could track back to the original ancestor. More info, please... Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... The db project I am working on has a unique serial number for each document. The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#7
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Reference Document
Hi Jeff
No plans to link unrelaed documents. The index number in the table tracks that. Just wanted to have all the documents related. This would be an exception to the rule. Most documents stand by themselves. On that off chance that people don't get it right on the first or second attempt, just wanted to connect the dots. Your suggestion of just referencing the last document is probably the best soluntion. I'll start there and just react later on if things go south on me. After all I still have plenty of code to write - fun stuff! Thank you. "Jeff Boyce" wrote: OK, I'll play too! Are you planning for how you'll handle people tagging NO preceding document? (after all, the first one in the chain doesn't have a preceding document!) Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... Hi Jeff In most cases, the person creating the original document will do the updates so they would know. But I always have to complicate things (in my mind) thinking of "what-ifs". Tagging the previous document is easy enough. I wanted to see if I could complicate the issue by ensuring the user always tagged the original. So that is why I wanted to see what kind of solutions others devised. People sometimes don't want to own up to their misgivings so its easier to tell the doctor a tall tale! "Jeff Boyce" wrote: Dave Perhaps that presenter stole the notion from the TV show that suggests that "patients always lie" (maybe not deliberately, but they lie) g. I don't know your situation like you do, so I don't know how likely it is that a user would point to #1 when s/he was using #5 as the starting point for #14 ... how would s/he even know #1 was back there? Good luck! Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message news Hi Jeff I was thinking of that myself. Perhaps having an audit trail one document previous is sufficient. I was trying to gathering the entire family up for a group picture instead of going from the kids house to the parents before going to the grandparents. It all started with the grand-parents (per se). You believe the better design is to link Doc-14 to Doc-5? One seminar presenter from Microsoft said never trust your user's input. Always verify. Well user A might not know about Doc-5 and issue Doc-14 and thereby referencing Doc-1. I just know things will get real confusing if I can't relate all the updating documents to the original. Thanx for the idea, Jeff. Might be the way to go. "Jeff Boyce" wrote: Dave I may be missing something... If Doc#14 is issued in response to Doc#5, which is a variation issued in response to Doc#1, why would you NOT want to point from #14 back to the document it is a response to (i.e. #5)? That is, if something in #1 were changed in #5, when you got to #14, the thing that IT changes might not even have been in the original #1. I understand the notion of parent (or grandparent, or great-great-great ... grandparent), but if each document points to its immediate predecessor, you could track back to the original ancestor. More info, please... Regards Jeff Boyce Microsoft Office/Access MVP "Dave" wrote in message ... The db project I am working on has a unique serial number for each document. The procedure calls for the orignator to send the document forward to the next department for further processing. If you consider a multi-part form, once it is separated changes can no longer occur. That is the same process we are using in the db. So what I want to do is allow the user to reference the original document if they need to create a new document to correct/update information on the orignal form. A one-to-one table most likely would work. What I would like to prevent the user from doing is selecting to reference document #2 from document #4 instead of the original #1 document. So for an example, Doc-0001 is the original document. Doc-0005 is issued to update Doc-0001. Then Doc-0014 later on is issued. Doc-0014 should reference Doc-0001 not Doc-0005. I need to excluded Doc-0005 from the reference list (since it is already linked to Doc-0001). Hope I painted the picture sufficiently. Suggestions would greatly be appreciated. Dave |
#8
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Reference Document
Use a dropdown list for them to load the "original" document. Filter the data
source so that the only shown/allowable values are documents which have no predecessor Fred |
#9
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Hi Fred
That makes sense. By having the user pick the original, I will then know what information to populate the new document with. Some information has to remain unchanged (otherwise it is a completely different document) so it then becomes the basis of the new document. Thanx for the suggestion. "Fred" wrote: Use a dropdown list for them to load the "original" document. Filter the data source so that the only shown/allowable values are documents which have no predecessor Fred |
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