Filling up a Form to update data table - ms-access

I have to create a user-friendly form that allows employees to add details regarding a new shop branch to a data table, also in Access. Using only Microsoft Access, a user has to fill up a form with the relevant details so that a new entry will be appended to a data table.
E.g. A new shop branch will have the fields ShopID, ShopName, and PersonInCharge. Upon filling up a form with these 3 details, a user will click a button "Submit". Doing so will create a new entry in a data table.
I have tried linking the button to run a query that updates the data table but no new entries are created. I have also tried using the "Append" function as part of Query Design, but running it would append "0" rows.
Unfortunately I can't take any screenshots since I'm doing this in a company as part of my internship. This is my first time using Microsoft Access. Would appreciate the help!

In my understanding, you just want to make a simple form that simply add a record into your table right?
why don't you create a desired table first then create wizard form on it. It will automatically generate a form as needed then you can add a button using wizard choose categories -> record operations -> add new record.
Hope it helps!

Related

How to prevent a form in Access from deleting data from other tables used to filter in the data source query

I am new to MS Access and VBA coding, and what I know I had to teach myself through video tutorials and reading up on the web. I have an input Form which which gets its data from a query. The query itself gets its information from a table and another query. The reason is that the other query is what filters the data so that the current user can only see his/ her own records, and not that of others. It has been designed in such a way that if a subordinate changes from supervisor, one merely have to update the supervisor name, and all the prior data in the table for that subordinate will also then reflect for the new supervisor, and no longer the old supervisor.
The problem is that the delete button on the input Form (which was created with the button wizard) not only delete the record from the table, but also from the table used to filter the subordinates. I only want it to delete the record from the actual table used in the data source query.
How would I go about to stop it from deleting in both tables?
I have attached a snapshot of a portion of the data source query, just so that you can understand what is meant by the above. The delete button on the input Form deletes the data from the table named "TableReviewNotes" and "TableAuditorNames". It should only delete the record from "TableReviewNotes".
Thanks in advance.

Use an Access 2010 form based on 1 table to enter data in a linked table

First of all, I am a total NOOB! I am trying to make an Access DB for handling orders through an entire process. As such, I have created tables based on each of the individual processes. The order data, which holds only the basic information is in tblCurrentOrders. Each of the other processes is linked to tblCurrentOrders by the OrderNumber field. The first step of the process is due date information is entered in the tblPlanner table. Obviously, until data is entered in tblPlanner, no OrderNumber exists (this will hold true for the other tables, too, if I ever get that far).
I want to create a form based tblCurrentOrders that shows only the records without corresponding entries in tblPlanner (new orders) and then I want to be able to enter the tblPlanner info in a subform. I have tried making a form based on tblCurrentOrders with a subform based on tblPlanner, but I can't figure out how to only display new orders. I also tried basing the form on a query that only showed new orders, but I don't know how to make the subform based on tblPlanner to work.
Please Help!!
Well, the easiest way to link the tables would be to create your OrderNumber in the tblPlanner when you start a new order. Then add a flag and timestamp as to whether it's "released" yet.
EDIT
Since you provide a little bit more detail, I'll edit my response to more closely align for your desired approach.
Creating a "New Order" is a multi-step process. So it's usually best to create a Command Button on a form that calls VBA code. This will allow you to control each step and make sure it's correct.
Step A: First you want to:
1) Create a Control Form (if you haven't already) that allows you to put Command Buttons which will launch different VBA code or open different display Forms.
2) On the Control Form, create a List Box that allows you to select an existing OrderNumber.
3) On the Control Form, create a Command Button to open an Order Form which uses the selected List Box OrderNumber. When that Order Form opens, it will populate with the tblCurrentOrders data for that OrderNumber and also populate the subform with tblPlanner data. (As long as you have them linked properly.)
4) On the Control Form, create a Command Button to open the Order Form with a set of records which are "New Orders" only. See the more detailed process below in Step C.
5) On the Control Form, create a Command Button to Launch VBA code that will create a "New Order". This is a multi step process detailed below in Step B.
6) Create any other buttons or controls that allow you to monitor or advance your "Order" along the way to completion. (This is a ton of work to get all the pieces in place.)
Step B: When you press the Command Button to create a "New Order" you want to create VBA code that will:
1) Create a new record in the tblCurrentOrders table.
2) Create a Unique OrderNumber on the new Record. It's usually best if you control the generation of this number and don't just let it be a system generated sequence number. But whatever you desire is ok as long as it's Unique.
3) Set your ReleasedFlag to false on the new tblCurrentOrders record.
4) Make sure your ReleasedTimeStamp is null. (Or whatever value you want it to be.)
5) You may want a CreatedTimeStamp which you can populate with a date of Now().
6) Populate any other "Initalization" fields that need to be filled. (Like Backorder status, Return flags, Shorted Flags, etc. etc. etc.)
7) Create a new record in the tblPlanner table.
8) Copy the Unique OrderNumber that you created for the tblCurrentOrders record into the OrderNumber field on the new tblPlanner record. This creates a link for you to use with your subqueries and subforms.
9) Now you can open the Order Form with this new OrderNumber.
Step C: When you press the Command Button to open a set of records which are "New Orders" only:
The Command Button needs to launch a query to find "...tblCurrentOrders that shows only the records without corresponding entries in tblPlanner (new orders)":
You just need to select tblCurrentOrders that have a ReleasedFlag set to false.
`SELECT * FROM tblCurrentOrders WHERE ReleasedFlag = false`
So when you say: "...and then I want to be able to enter the tblPlanner info in a subform"... you can create a subform linking to tblPlanner based on the tblCurrentOrders OrderNumber field.
This is all reliant on you observing that when you say "...records without corresponding entries in tblPlanner..." That you really mean: records without released entries in tblPlanner. And that means: in order for a record to exist in tblCurrentOrders, it has to have a corresponding blank (or starter) record created in tblPlanner. Thus now you can display blank tblPlanner records that are linked to unreleased tblCurrentOrders records.
Then once your data entry people are done monkeying around with the New Order, they can "Release" the order (usually by clicking on a Release Command Button). At that point, you can set your ReleasedTimeStamp to Now() and set your ReleasedFlag to True in the tblCurrentOrders. It's officially no longer a "new order" and is now a live order in your system.
You are at the tip of the iceberg for creating a home grown order entry system. The complexities for building a good one are immense. Best of luck figuring it all out. Just remember to use time stamps and ID fields so you can go back and un-do what may have been done by accident.
Hope this all helps. :)

How to edit an existing record and not create a new one when using subforms in Access?

I have an access database that holds medical information. It holds quite a bit of information so i have grouped like fields together into individual tables and linked them using a common primary key. I have created a tab style form with subforms on each tab.
Some of these subforms contain fields from only one table, however there are a few subforms where i have included fields from more than one table.
For example, i have a table that holds blood transfusion data and a table that holds patient characteristics. Some Fields from the blood transfusion table and patient characteristics table are in the same subform, but I also have fields from both these tables in other subforms.
When i try to insert data into the sub-forms with fields from multiple tables i get the following errors..
update or cancelupdate without addnew or edit
and
The changes you requested to the table were not successful because
they would create duplicate values in the index, primary key or
relationship. Change the data in the field or fields that contain
duplicate data, remove the index, or redefine the index to permit
duplicate entries and try again.
From researching the problem i gather this is because access is trying to create a new record for both tables, but if a record has already been created with that primary key (from inserting data into a previous subform) it won't edit the existing record.
Does anyone know how to get access to edit the existing record in this instance instead of trying to add a new record? I have basic skills in VBA but this is a bit past my level of experience.
Any suggestions would be greatly appreciated.
I used have a whole long response about split forms instead but I was having a horrible time getting it to work. So here is my new and improved answer for using subforms.
Here is a link with sub form info if you want to brush up for your purposes https://support.office.com/en-us/article/Create-a-form-that-contains-a-subform-a-one-to-many-form-ddf3822f-8aba-49cb-831a-1e74d6f5f06b
Step 1
Make sure your main form is bound to the right table.
For my purposes I used a single combo box on my main form to search with. Make sure all the field parameters on your combo box are correct. This includes making sure the Row Source is correct and that you DO NOT have a control source entered.
Step 2
Don't press enter after making a selection in the combo box. To prevent people from hitting enter I created a dummy button at the bottom that says "Save and Refresh" but all it does it create a message window that pops up with "Save Successful". I find hitting enter creates the first error you keep getting. I'm not sure how to address this in a more sophisticated way yet.
Anything else that comes up I will add later.

Form - Create new record in *different* table based on current form data

I'm building a risk and issues tracker and have become stuck after some good initial progress. I'll explain my setup now.
Tables
A table containing all open projects
A table containing all open
risks and issues
Relationships
A one-to-many relationship between with project ID (Primary Key in the project table) to the risks and issues table
Queries
A query that will filter results from the projects table that have been selected in a combo box
Forms
One form containing a combobox that allows the user to select a project. There is also a text box, which will be populated based on the selected project. The text box is populated using DLookUp on the above query, and I have chosen a field to be populated from that. This all works fine.
I am able to select a project and see a little information about it using the above set up. The next step for me is to be able to add a risk or an issue.
What I would like to happen is to have a create Risk / Issue button, which will pull across the Project ID (primary key) from the selected project, and add a new record in the **risks and issues* table. I will also need to add in additional information about the risk, dates, owner etc.
Also, by having the project primary key tied to each risk, I should be able to pull in any additional info about the project that I require.
I can write more if required - I'm not really sure which information is needed. Also, the form 'sits on' my projects table which could well have been the wrong way of doing things, however I still don't know how to bring in the data from two different tables.
I appreciate any effort and patience put towards this.
From my understanding of the question it sounds like your trying to update your risks and issues table with a single form that is bound to your projects table. If you're adding a record to risk issue table with a bound form it needs to be bound to that table.
My best answer would be to start fresh with a new form created by the wizard.
Make sure you have all the fields you want in your form in the risks and issues table.
Create a form based on this table using the wizard.
Change the Project ID control to a combobox by right clicking and selecting change to, combobox.
Set the row source to take project id and project from the project table and then make sure project id is the bound field and project is the displayed field(by adjusting column widths and bound column properties).
After doing this you should have a form that updates your risk and issues table while selecting the project from your project table. If this is not what you were asking or you wanted to do it a different way let me know I'll see if I can help.

Access 2013 retrieving data from textboxes on a form and inserting them into a new table based on the click on a command button

Im looking for some help in creating a form than when data is entered into text boxes by the user and then submitted by the click of a command button populates a table as a new record.
My table im looking to put the data in is UserData and the textboxes I plan on using are txtManHours2 , txtAMTs2, txtDuration2, and txtToolsRequired2. I do not have these textboxes bound they are all unbounded. Should I bound them to the table?
Thank You!
I'm not quite sure what you are going for, but if I understand correctly you want to verify the information is correct and make an entry in another table with any changes.
I think the best way would be to create your table UserData with columns:
RelatedID (Number), ManHours2 , AMTs2, Duration2, ToolsRequired2
Then create a query that contains the original fields ie (ManHours AMTs Duration adn ToolsRequired) and the fields from the new table.
You will then add a relationship between the two tables by connecting the Primary Key (ID) from the original table and drag it to the (RelatedID) from the new table
It will be a LEFT join ie ALL of the original table and only the UserData table entires that match. *VERY IMPORTANT
Then make a form based on the query and delete the RelatedID from the FORM only. Now you will have a form that will automatically create a new record and link it to the original. Just make sure to disable to fields that are linked to the original table so the values in the original table cannot be changed.
Let me know if you have any questions about this.
Thank you,