I'm building a report generator in ms-access using exported transactions from Xero accounting.
It includes emailing reports to users. I have a default Body Text for the email, but would like it to be editable by the user (rather than code change).
I can hard-code this using vba but I would like the user to be able to edit and save it ,so it's available the next time ms-access is opened.
How can Access save this information from one session to the next?
Create a table with a memo field. Use that as the source for the "body text".
Related
I have an MDE database that's limited, so I made an external database with linked tables to the MDE. (I'm using the MDE for functions & forms that are in the database, as the stuff that's there are very well done, just there I like to enter the info a different way then in the MDE, also I created nicer reports so I use the external database for that).
I enter payments in the old MDE, but I want to print a receipt from the new database, the problem is that I only get the info up to when the form that has the print button was opened, (need to go thru a form as I have a few options, so I need to close the form & reopen, I tried refresh & it didn't help.
Thanks in advance
There is a Store list forms which contains Open Date, Store Number.
After the Open Date is updated, I want to open popups like below.
And If I click yes, I want to update the target date which has the same store number as in the Store list.
But I don't know how to connect the store number data from Store list to here.
I use ms access web app.
I was assigned a task to create a form in SSRS. This form is used by finance dept submit to government quarterly. The sample form looks like a tax form. When end user input data the form will automatically calculate the result. I have never done this kind task before. I only used SSRS to create table or matrix reports. Can anybody give me some ideas?
Thanks.
You cannot really create forms in SSRS. The only input that users can do is from a report parameter. I would suggest using Microsoft Access, that way you can import any data from the necessary databases (if you need to use database) and create a form there.
Or use a simple Excel calculation.
You can successfully use SSRS as a forms interface. SSRS is actually nice for SIMPLE forms solutions. Search how and you will be able to change the "VIEW REPORT" button to Submit , or any thing else you want it to say.
You can also easily embed reports in SharePoint (No add-ins) using the Page Viewer web part. Use "https://YOURREPORTSERVERNAME.YourReportName?rs:Embed=True" to hide the report navigation bar..
I'm developing an access vba application that sends Survey emails via Lotus Notes to our staff, based on different parameters. I would like these emails to include option buttons (embedded OLE objects)so our staff selects the desired options and clicks a button to send the answer back.
I can create these emails, embed the objects and send them from the 'Stationery' folder in Lotus Notes.
Since I'm a newbie to LotusScript:
What code should I insert into the button so I could receive back the selected options? Is it as simple as forwarding the original email back? I guess I could get the selected values via richtextitem, am I right?
Many thanks in advance
Based on your answers above, I suspect that your easiest course of action will be to include a "Reply-To" header in your email with the address of the mailbox that your Access code will scan, and include instructions to your user to "Reply with History to this message, make your selections, and then click Send".
However, another way to do it would be to create two prototype documents with rich text fields in a database that your code can access. In the first document, manually create a Notes button (not OLE) with #Command([Compose];"Reply With History") and an appropriate label. In the second document, manually create a button with #MailSend("your application's mailbox address"). Then write code to create your survey document, read the first prototype and it's rich text item and use the AppendRTItem method to put the prototype contents into the rich text field of your new document. Then write your code to insert your OLE survey stuff into the rich text. Finally, read the second prototype and its rich text item and use AppendRTItem again to tack it onto the end of your survey document's rich text item.
I am attempting to implement the following for my school's website:
School registration is currently a hard-copy form.
They'd like applicants to fill out a PDF form online.
They then print, sign and mail it to the school.
The school want to be able to store the data entered by the applicant in the PDF so that when the signed application arrives, they can simply approve the registration for that student without reentering all the students info.
The school system is run on MS Access (if it matters which version I can find this out).
Any ideas how I can implement an import from their form to MS Access?
Thanks.
I've used a website called www.doculicious.com that does pretty much this exact thing. You can upload a PDF and have it converted into a web form. Whoever fills in the web form can download the completed PDF and print it out for signing. All the data is stored in the system and you can get it out as XML or CSV for importing into another database manually, or use the API to do that part automatically.
It depends on how automatically you want it to be. A fully automated case would be
Scan in the printed form using TWAIN
Use a Form Recognition library to align the form back to the original and find the zones with the information you want
Use OCR to get the information out of the form (probably ICR, if handwritten)
Find the original record in Access
Update the record with the new data
This isn't simple -- there are products out there that could help, but they are not cheap, and ICR is not very accurate.
I would suggest that you just do #4 and #5 in Access and give them a screen where they process an incoming form -- someone keys in the new data. That form
Lets you specify the record you want to update (like with a name or ssn)
Shows you the record with edit boxes for you to fill in with the form data
Saves it back when you are done.
This is straight-forward in Access.
The school can use a regular HTML form on their website and ask parents to submit details online. Your server-side can save the submitted details to your database and generate a unique submission token/key/code back to the parent on the web page. When the parents come to the school and mention the key, print their details on paper and ask them to sign it. You file the paper and the data is already in your database.
If the intent is to import from an electronically submitted form, I have used Adobe LifeCycle Designer to accomplish this very thing. Basically you can create an XML output of the PDF form data using an email client of the end users choice and have the data from the XML file read from the inbox into the fields of your MS Access database. Of course this solution has some serious constraints on what applications are to be used, as well as what use cases are handled, for example this solution is in a controlled environment in which all users are required to email there requests, where possibly your requirements may need to handle mailed correspondence as well.
I would add to VSU's answer by suggesting the use of Google Forms for data entry.
You just need a free account, then use Docs to create a new Form.
It's extremely easy to setup, and the submitted results en-up in a Google spreadsheet that you can download as an regular Excel file (that makes it very easy to import into Access).
You have a few ways to share the form:
Email a link to the form
Embed the form into an email
Embed the form in your web site, which is probably the best solution for you.
Once the data is in your database, you can easily create a report and a simple lookup form to find the name of the applicant and print the form.
It shouldn't take more than one hour to get start and have something functional.
You can always improve later once you've experimented with this.
The advantage of using Google forms is that it's free, it works well, and you are fairly secure since you're not linking your database directly to the Internet (and don't risk SQL injection).