I am a little new to web development and need some help. I have a webform that has checkboxes as a selection. For each checkbox selected the user should be able to enter a date, time and pickup location.
I already have these fields on the form. My question is how do I capture and report this information for every checkbox selected.
I anticipate some great responses as this site has been a very huge resource so far.
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I'm new to using Microsoft Access, and I'm having trouble restricting a report's output to only the single row I'm interested in.
My organization has a relatively small client list, where a little of their information is used frequently (like their name and account status), and much is used infrequently but still important (like home phone and incident reports).
The way I want to display this information is to have a form that shows a list of our active clients with their most common information, and then has a "Details" button at the end of the client info for when people need to see the rest of that client's information.
So far, I've successfully made a form that links to an "ActiveClients_rpt" report that shows the most common info, and I've made another form that links to a "ClientDetails_rpt" report that shows all the detailed info. My problem is that when I try to restrict the results in the Client Details report by the user input in the Active Clients form, either I have to use a very unaesthetic option (like an ugly combo box that replicates the list of names the user can already see), or (if I try to do something like add a button inside a report) the form sends me the information of every client's detailed info, when I only want the info of the one client.
Is there some way I can use a report (or some other option) to tell Access to only pull information from the row in a list the button is located on? I've tried doing things like making an embedded macro using the OpenForm command to open my ClientDetails_form form with [Forms]![ClientDetails_form]![ID] or [Forms]![ClientDetails_form]![ID]=[Me].[ID] as a Where Condition (where ID is the client's ID #), but everything I've tried has either resulted in an error or not restricted the report like I want it to.
This is pretty complicated without seeing your actual database, but I did a video on something similar that might help here https://youtu.be/nNUjmH72OfI. You basically set a click event in the 'Event' tab of the Properties window while your 'Detail' button is selected (in form design view). You click on the builder button (button with three dots) and either use the Macro Builder or the Code Builder to type out the VBA. The Macro Builder is the simplest way in this case.
That's pretty vague, I admit. But hopefully the video helps.
The setup
I have a Power Apps Portal with the following pages:
Prequalification page. This has an entity form embedded inside it. The entity form is linked to the custom entity SupplierPrequal. When the user fills in and submits that form, they are redirected to the next page.
Submission List page. This has a List embedded inside it. The list should show each of the logged-in user's form submissions.
Submission Edit page. This has an entity form embedded inside it. The entity form is linked to the same custom entity SupplierPrequal and lets them attach files to a previous submission.
The problem I am facing
On the Submission List page, it shows submissions of users other than the logged in user. Here is a screenshot. You can see that the metadata for fields like [Created By] does not identify the user who submitted the form.
I was able to autopopulate the field [00_lkp_UserSubmittingForm] with the logged in username. Unfortunately this is not a unique identifier, and is also editable by the user.
I see these potential solutions, and would appreciate your advice
Change the metadata so that instead of recording the field [Created By] as "SYSTEM", it will record the logged-in user's unique identifier. Then change the view's filtering conditions, so [Created By] equals the current user.
Change the metadata so that a new field such as [00_lkp_UserSubmittingForm] will be autopopulated with the logged-in user's unique identifier. Then change the view's filtering conditions, so that new field equals the current user.
I suspect that both these approaches will require a lookup of the [External Identity] entity's field [Username]. They will probably involve configuring the entity form's tabs "Entity Reference" and "Entity Form Metadata" in Portal Management.
What I've researched
This link describes a similar problem, although the solution is for a CRM Portal, not a Power Apps Portal.
This link addresses the issue for a Canvas App, not a Portal App
This link apparently got it working, although I am still trying to understand what I need to configure.
If I understand your problem statement you wish to filter out Entity List, in your case Submission List page based on your logged in user.
As you might now, every user in Portals is a Contact record in CRM.
If I see your createdby, modifiedby and owner fields, I believe you have some background logic which runs under System (user) and does the required.
You have 2 way to solve your issue:
Either change your background logic to run under the context of running user. This will createdby, modifiedby and owner as running user and not System.
or you create a lookup field 00_lkp_UserSubmittingForm I say lookup and not plain text field. This lookup field will have relationship with contact. So you can autofill this field (lookup) with contact as user. In this way you get unique value in your 00_lkp_UserSubmittingForm field. Because it has unique guid for each user (in turn a contact)
Now with above any method what you get is current user (unique).
Then you can follow any of the below article to solve your issue.
List item
In Entity List itself, there is one option to add Filter Condition. Please check below:
Article Ref
Or follow this article
I'm working with a client who has an order form, and needs to track that each customer selected "I agree to terms and conditions" checkbox at checkout. They'll need to be able to go back and check this data.
The checkout is via a ClickFunnels order form. I added the checkbox via HTML, no problem there. The customers needs to be able to track that each client clicks the agree button, and it needs to be associated with the email or phone number.
Was thinking I may be able to do this with the User ID of the Google Tag Manager? I could assign the input from user email to the User ID in Tag Manager?
Any help would be appreciated.
I'm passing document.referrer to GetResponse when a user submits the subscription form. The custom field has been added to the form at runtime as instructed in this document and the "Forward Data" option is on. Upon form submission, the parameters are posted correctly. Problem is, the value doesn't show up anywhere in the user's details in GetResponse, where it would be most useful. Where can I retrieve it?
I'm answering my own question s I've found the solution by trial and error. Not even the support people at GetResponse were able to help.
Apparently, only the custom fields that are actually added to the form designer get recorded. So if you use a custom form (not created with designer), on top of adding the <input> fields in your code, you'll have to create them first (dashboard > contacts > custom fields) and add they'll appear in the designer as well (on the right side).
After that, the passed values will show up in the contact's detail card. To retrieve the values for more than one contact in bulk, you'll have to export the contacts to csv, xml or xls, as support says there is no way to display additional columns on the contacts page. The alternative, if you are looking for a specific value, is to filter by the custom field on the contacts page (left side, 'add custom field').
In Access 2007 I want to be able to click on a name field in a report and call a separate report with personal information about the person who's name was clicked to start the event. This would be as an alternative to creating a subreport or including the subreport fields in the main report in the interest of saving space. How do I reference the value of the clicked field for use in a query called with the OnClick event?
Thanks for your help.
You are kind of blurring the lines between a report and a form there. Could you not change your first report to a form (maybe a continuous one?) and then fire the sub report from that?
If you do want to still go with the report then it might be possible. At a guess it would involve returning the X/Y of where the mouse is and then mapping that to each control to work out which one has been clicked. Have a poke around Steve’s site as I’m sure I have seen him use something like that for a different purpose
http://www.lebans.com/
Use a form and have code behind the field to open a subform with data limited to that field. You may not get all the functionality of a report.
You could prompt the user when the report opens to give them an option to see details. They could select a specific record with an input box to show the details. This would require the user to rerun the report after looking at it in summary mode.
If you could output the report to an html file, you could create hyper-links to additional information.