If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
How to auto fill information from a main form to 2 related forms?
Hi. I'm just learning Access from reading "help" files so I apologize in
advance for not knowing the correct terms. I was asked to create specific forms within Access for a friend's business. I created the tables with the info that needed to be in the forms (e.g. an intake table/form; a receipt; a certificate of attendance). What I'm trying to accomplish is to simplify data entry & eliminate to enter the data multiple times in to the database. The goal is to allow the person who takes the call to complete the intake information from received phone call for service and once the caller is enrolled in a class, take the appropriate information from the intake form and have Access automatically fill in the corresponding information in to the receipt form (e.g. name, cost) and in to the certificate form (e.g. name, class date). I'm stumped. I'm not sure what this is called to find how to do this. I was able to create the form layout to duplicate the original hard copy the office was using so the process is computerized. Access was the program chosen by the business so that a query could be done as needed to search for attendees for specific classes held. Can someone please either tell me what the process is called to connect these pieces of information and how to locate directions for me to continue work on this process or be willing to explain to me what I need to do to accomplish this task? Thank you in advance for your patience with someone who is SO new to using Access. |
#2
|
|||
|
|||
How to auto fill information from a main form to 2 related forms?
sounds like your friend is going to depend on this database to deliver
excellent service to his/her customers, work efficiently, and make sound business decisions. to build a reliable database that will support these goals, you need to start by learning relational design principles, also referred to as data modeling, or data normalization. if you skip this step and go straight to building the database, you're going to have nothing but problems - with database development and performance, and worse, with data integrity as well. recommend you see http://home.att.net/~california.db/tips.html, focusing first on tips #1 and #2. hth "Deb" wrote in message ... Hi. I'm just learning Access from reading "help" files so I apologize in advance for not knowing the correct terms. I was asked to create specific forms within Access for a friend's business. I created the tables with the info that needed to be in the forms (e.g. an intake table/form; a receipt; a certificate of attendance). What I'm trying to accomplish is to simplify data entry & eliminate to enter the data multiple times in to the database. The goal is to allow the person who takes the call to complete the intake information from received phone call for service and once the caller is enrolled in a class, take the appropriate information from the intake form and have Access automatically fill in the corresponding information in to the receipt form (e.g. name, cost) and in to the certificate form (e.g. name, class date). I'm stumped. I'm not sure what this is called to find how to do this. I was able to create the form layout to duplicate the original hard copy the office was using so the process is computerized. Access was the program chosen by the business so that a query could be done as needed to search for attendees for specific classes held. Can someone please either tell me what the process is called to connect these pieces of information and how to locate directions for me to continue work on this process or be willing to explain to me what I need to do to accomplish this task? Thank you in advance for your patience with someone who is SO new to using Access. |
#3
|
|||
|
|||
How to auto fill information from a main form to 2 related for
Thank you for the references. I did check the link and it appears that I have
more reading to do but I want to make sure we work on this in the correct way. While I had started with some manuals (resources at my office) used to "teach" Access, and used "help" files in the program, I knew there was missing information some of what I needed to have the program do but I wasn't able to find references to help me come up with terminology that allowed me to further research how to make the appropriate connections. It appears that you've helped me find a better starting point. If you think of any other resources or suggestions, I assure you I'm more than willing to do the additional reading to learn this program. Thank you very much for your time in replying. "tina" wrote: sounds like your friend is going to depend on this database to deliver excellent service to his/her customers, work efficiently, and make sound business decisions. to build a reliable database that will support these goals, you need to start by learning relational design principles, also referred to as data modeling, or data normalization. if you skip this step and go straight to building the database, you're going to have nothing but problems - with database development and performance, and worse, with data integrity as well. recommend you see http://home.att.net/~california.db/tips.html, focusing first on tips #1 and #2. hth "Deb" wrote in message ... Hi. I'm just learning Access from reading "help" files so I apologize in advance for not knowing the correct terms. I was asked to create specific forms within Access for a friend's business. I created the tables with the info that needed to be in the forms (e.g. an intake table/form; a receipt; a certificate of attendance). What I'm trying to accomplish is to simplify data entry & eliminate to enter the data multiple times in to the database. The goal is to allow the person who takes the call to complete the intake information from received phone call for service and once the caller is enrolled in a class, take the appropriate information from the intake form and have Access automatically fill in the corresponding information in to the receipt form (e.g. name, cost) and in to the certificate form (e.g. name, class date). I'm stumped. I'm not sure what this is called to find how to do this. I was able to create the form layout to duplicate the original hard copy the office was using so the process is computerized. Access was the program chosen by the business so that a query could be done as needed to search for attendees for specific classes held. Can someone please either tell me what the process is called to connect these pieces of information and how to locate directions for me to continue work on this process or be willing to explain to me what I need to do to accomplish this task? Thank you in advance for your patience with someone who is SO new to using Access. |
#4
|
|||
|
|||
How to auto fill information from a main form to 2 related for
the link i posted has, in turn, a link to the Access Junkie's Resources
webpage (that's the website of MVP Jeff Conrad), which has the most extensive list of resources for Access that i know of. a large percentage of the questions and problems posted in these newsgroups stem from poor table/relationships design, so if you concentrate on learning the principles of data modeling before all else, you'll be setting yourself up to succeed. good luck with your project, and come on back to the NGs with specific questions - we're always here to help. "Deb" wrote in message ... Thank you for the references. I did check the link and it appears that I have more reading to do but I want to make sure we work on this in the correct way. While I had started with some manuals (resources at my office) used to "teach" Access, and used "help" files in the program, I knew there was missing information some of what I needed to have the program do but I wasn't able to find references to help me come up with terminology that allowed me to further research how to make the appropriate connections. It appears that you've helped me find a better starting point. If you think of any other resources or suggestions, I assure you I'm more than willing to do the additional reading to learn this program. Thank you very much for your time in replying. "tina" wrote: sounds like your friend is going to depend on this database to deliver excellent service to his/her customers, work efficiently, and make sound business decisions. to build a reliable database that will support these goals, you need to start by learning relational design principles, also referred to as data modeling, or data normalization. if you skip this step and go straight to building the database, you're going to have nothing but problems - with database development and performance, and worse, with data integrity as well. recommend you see http://home.att.net/~california.db/tips.html, focusing first on tips #1 and #2. hth "Deb" wrote in message ... Hi. I'm just learning Access from reading "help" files so I apologize in advance for not knowing the correct terms. I was asked to create specific forms within Access for a friend's business. I created the tables with the info that needed to be in the forms (e.g. an intake table/form; a receipt; a certificate of attendance). What I'm trying to accomplish is to simplify data entry & eliminate to enter the data multiple times in to the database. The goal is to allow the person who takes the call to complete the intake information from received phone call for service and once the caller is enrolled in a class, take the appropriate information from the intake form and have Access automatically fill in the corresponding information in to the receipt form (e.g. name, cost) and in to the certificate form (e.g. name, class date). I'm stumped. I'm not sure what this is called to find how to do this. I was able to create the form layout to duplicate the original hard copy the office was using so the process is computerized. Access was the program chosen by the business so that a query could be done as needed to search for attendees for specific classes held. Can someone please either tell me what the process is called to connect these pieces of information and how to locate directions for me to continue work on this process or be willing to explain to me what I need to do to accomplish this task? Thank you in advance for your patience with someone who is SO new to using Access. |
#5
|
|||
|
|||
A quick and dirty approach is to decide what information you want OUT before you decide how to get it IN. Decide what you want from reports, receipts, etc. and then decide what "goes together" e.g. personal data in one table, class informaton in another, and sign-up in another. Then you can decide how to "get" the data via form(s).
The Northwind db that comes with Access is a good place to see how this is done, bringing everything together. Although not exactly what you are doing, you can get ideas from it. There are also a few templates on Microsoft's web that may help. Quote:
Last edited by Bob Miller : December 15th, 2005 at 07:15 PM. |
Thread Tools | |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Thread Starter | Forum | Replies | Last Post |
subreport not displaying in main report | JohnLute | Setting Up & Running Reports | 15 | November 17th, 2005 04:02 PM |
Auto Update Information On Forms | Netcheetar | Database Design | 2 | October 16th, 2005 07:43 AM |
Tell if Form is a Dialog | Alex | Using Forms | 7 | August 30th, 2005 06:22 PM |
Requerying a pop up form to display in the main form | Jennifer P | Using Forms | 13 | April 5th, 2005 06:59 PM |
Recordset in subform based on field in parent form | Lyn | General Discussion | 15 | June 14th, 2004 03:10 PM |