I have a number of letter templates which I want to populate with data from my MS Access database and am unsure how to go about it.
The way I want it to work is as follows:
User is viewing a record within MS Access;
User presses "Generate Letter" button;
Choice of .doc/.docx templates (which I already have) appears;
User selects template and presses 'OK';
Letter is generated and populated with data from active record;
Once user is finished with letter, pressing 'Save' will attach it to active record;
(Ideally) any generated letters will appear within the attachments of each record (I have already created the attachments section - this is just for context)
How do I go about achieving this in MS Access 2013? I cannot seem to figure out nor find anything which deals with this specific problem.
The "Generate Letter" button should produce a pop-up form. That form will have either a combobox or listbox (depending on what you see fit) that displays the list of available templates, as well as an "OK" button.
Alternatively, you can place the combobox/listbox on the main form and the "Generate letter" button next to it, assuming your main form has a subform that's displaying the data.
You will then do a Mail Merge with only the active record. Once that's done, the most difficult part will be storing the "Save To" path in one of the fields. You could possibly use an OLE field, but saving the path to the file is my preferred method. I say it's the most difficult part because I'm not sure how you can capture that without using a standard dialog box.
For the word merge and selection of a template, try my super easy word merge example here:
The sample I have can be found here:
http://www.kallal.ca/msaccess/msaccess.html
Above sample is specially designed to enable ANY form with ONE LINE of code.
Thus, each time you build a new form, you can word merge enable it with great ease. (with one line of code).
Make sure you read the instructions from above, and you should eventually get to the following page
http://www.kallal.ca/wordmerge/page2.html
The above handles all of your issues a requests with the exception of the last step in which you save the path name to the document (and I recommend you don’t save the document in the database – but only path names to a folder). Grabbing the file name is also possible with my sample.
Related
I want to allow user to update data from form, but not from direct table. I added Before Change event on table, and raising error if the user group is 'basic'. This is working as expected if I enter data in table. But, it is also raising error even if saving data from form. Can anyone help me to resolve this issue?
Thanks in advance!
In general the way to deal with permissions in Access is to only ever show your users the forms; they should never directly interact with a table or query. So instead of adding Before Change code to your table, you instead want to hide the table.
The things you need are in the Current Database section of the Access options. For this example I'll assume you just have the one form, but the same applies if you have many forms and a "Home" form.
Use the "Display Form" dropdown to select the form you want the user to see when they open the application.
Un-check "Use Access Special Keys" to prevent keyboard shortcuts showing objects you don't want shown.
Un-check "Display Navigation Pane" to hide the object list.
Un-check "Allow Full Menus" to prevent users from creating new objects (or use other database development functions)
With this done, the user will see only the form interface you selected and the basic data entry toolbar.
Note that when you want to make changes to the file as a developer you must hold down Shift when opening the application, which will display the navigation pane etc. Of course, any user who knows about the Shift override could do the same. Which is why distributing in a compiled accde, which cannot be unlocked, is a good idea. But you need to set up the application using the above options before that matters.
Client has asked me to create a self contained tool in MS Access, versions 2007 and 2016. It needs to be self contained because it will be copied to and from various laptops at various times. The tool may not create, delete, or modify any file except the accdb database itself. When the tool is in use, the user is unlikely to have network or internet access.
One of the criteria is the creation of new forms each time it is run. I realize that Access is meant to have all the forms and their controls already built before deployment, but client doesn't want that. I have solved that problem, creating x number of forms upon certain conditions, and creating 30-40 controls on each form based upon certain conditions, each with their own events, etc.
Now, how do I load his logo into a control on each form? Remember, the accdb must be self contained, so I can't count on the logo being in a certain directory or even on the machine in use, and I can't write it to the file system myself.
I can and have loaded the logo (jpeg) into one of my tables in an attachment field. It will be the only attachment in that field. It would be just as easy for it to be its own table, if that helps.
I can create attachment controls with VBA, but I don't know how to set the ControlSource to the FileData inside the attachment with VBA.
I also have had poor success attempting to embed the picture in an image control in a hidden form and setting the .picture property to the image name. It only seems to be working on my machine.
So, how do I display an attached jpeg on a newly created form?
Just asked and answered in SO access-vba. Here's one solution.
Saving Image as OLE Object, in Access
Many others on google and SO search
EDIT: You must read the whole question to see the author's answer
Answer:
So, what I ended up doing was following this
https://support.microsoft.com/en-us/kb/210486
I use the readBLOB function to read the file and save it into the
database. Then, when I run a report or open a form that has the
picture, onload, I use the WriteBlob function to write the file to a
temp folder and then use that path to populate an Image object.
I've been working on a database for a little while here, and while I'm still kinda new to MS Access, I do know how to code some basic things. Nevertheless, what I'm trying to do isn't so much needed as it is something that I would like to add in just to make the database easier to use.
What I've got right now is a form that will allow a user to put in first name, last name (UserID will concatenate both last and first names, respectively) and the password, but here's the thing: If a user opts to close out of the form before saving, I've successfully implemented the On Unload event to ask the user if they'd like to save said information before closing the program. The issue is, it does that ANY TIME the form closes. Is there some way I can have the Save Record button be tracked, or be able to track any sort of updates on the form itself?
I can think of two potential solutions (not in any order of preference):
If the form is as simple as you say (just 4 or 5 controls) then when it loads save the information in some "state" in your form. Then, in the Form_Unload event, check to see if the form content is different from the one in your state. If it is, prompt the user if they want to save the data, otherwise carry on and do nothing since there have been no changes. Of course, if the user at any time presses the "Save Record" button, then you'll also need to update your state to contain the latest saved information.
Another way is to keep a clean/dirty flag for each control that you are interested in (username control, password control, etc.) and that the user can type data into. Most/All controls have an event to track if the data inside them has changed. So use that event and set the dirty flag to True if any edits happen in each control. When the user presses the "Save Record" button, then the flags should become clean, since the information has been saved and is up-to-date. Again, in the Form_Unload event, check the flags and if any are dirty then prompt the user to save, otherwise carry on and do nothing.
Let's say I have a form for editing a furniture.
In my business logic, a furniture can have finishings.
In my ORM logic, "finishing" is a separate entity from "furniture", with a many-to-many relationship.
So in my "edit/furniture" form I present the user a "finishings" subsection,
with 2 UI (form) elements:
an autosuggest field, feeded by finishings.json (a file),
allows the user to attach already existing finishings to the furniture being edited,
a "+" button, that make fields appear, to enter one or more finishings.
allows the user to add finishings on the fly.
I want the user to be able to add finishings without leaving the "furniture/add[edit/$id]" REST url, so he doesn't experience a page reload.
To this end, I use the "form within form" trick, which means I'm not submitting the entire furniture form : I don't want the user to leave the page, nor do I want it to reload it. So the "submit new finishing" is a fake submit button that triggers the "finishing/add/" REST url. The REST part of the app is responsible for rewriting an updated finishings.json file that reflects the modified DB. Pretty standard stuff.
The real trick is : I would like the autosuggest field to reflect changes in realtime, doing this by "re-reading" the finishings.json file.
Here are 2 options:
Instead of the "form within form", I could just update the UI and push new finishings entries into a JSON object built upon the initial finishings.json file reading. I could push the new entries into this $scope object which would give the UI what it needs. Upon submitting the "edit furniture" form, I would prep data and sort stuff out: go through every finishing attached bu the user to the furniture, and separate the existing ones from the "just added" ones.
I keep my "form within form", because I want my finishings.json file, not a json object, to be the "source of truth".
I think I can manage option 1, but I'd really prefer to go with 2.
How would you do that?
What is the proper way in AngularJS to reload the finishings.json file on demand, and having it refeed the autosuggest with a fresh new batch of options, in real time?
Is the purpose of having this fresh data from the finishings.json file to enable every application user to be aware of new data in that file?
I mean... if me as user A am adding a new finishing, you want my finishing to be accounted by every other application user? Is that part of the suggestion algorithm?
If this is the case, and in fact what you're looking for is some sort of changes listener, you would have two options to solve this:
a) Using $timeout to pool the file every x seconds (I personally don't like this kind of approach).
b) Create a service that uses some form of WebSockets implementation (Socket.io, SignalR, etc). At an high level it would work this way: Your clients connect to the socket server/hub and subscribe to a data change event. Then, everytime a finishing is added to the file, you would then emit a data change event to the socket server which in turn would broadcast that event to every connected client.
I was wondering if there was any way of changing the background in access. The standard grey is ok but I would like to change it to an image that shows instructions or what was updated last. Also, if I can allow a user to change the background to an image of their choice that would be cool as well.
Can this be done
To be honest, I'm not sure if this is possible or not, but if it is, I'd advise you not to do it. Why?
Users will expect instructions under a help menu or on an intro
splash form
They will expect info. like what was updated last to appear in more
conventional places like the status bar
Allowing users to personalise your application with their photos can
make your application look pretty bad and increase load times.
Only advice though - good luck with it!
I have been able to allow users to change the background of the database. It works great and it works no matter what computer they log onto the database from. I did have a problem with remote users so I added a macro that allows them to disable the functionality. It works great. It was a little complicated to se up initially. Some of the modules below may have more stuff contained in them then what is needed for the purpose of this question. But here is what I did to make it work:
Add the Following modules to your database: modChangeMDI, SetBackgroundImage, and clsCommonDialog
Link to a zip file containing the code for the above modules: http://www.filedropper.com/changebackgroundimage
You can set the default location that a users sees when the search for file dialog pops up. This is located in the ThisFileToOpen function of the SetBackgroundImage module.
clsCommonDialog <-- Used to open the find file dialog box
modChangeMDI <--Used to change the background image
Create a table called $BackgroundLocation with the following fields. On my database this is contained in the backend database.
ID (AutoNumber, Primary Key)
UserID (Text, Required, 250 in length, don't allow zero lengths)
BackgroundLocation (Text, 255 in length, not required)
DisableBackground (boolean)
Create an AutoExec macro and add an action that runs the code SetTheBackgroundPictureOnStartup (1)
Create a BackgroundDisableEnable macro and add an action that runs the code DisableEnableBackground()
Create a BackgroundSet macro and add an action that runs the code SetTheBackgroundPictureOnStartup(2)
Then assign the BackgroundDisableEnable and the BackgroundSet macro to their own menu item.
When the database opens it will run the AutoExec by default.
You can use a start-up form as I suggested above. You can even base the start-up form on a comments table that can be edited by the users and will display the most recent and / or relevant information. The form can be displayed at start-up and then referred to at any time by the users.
In the past, I have included a ? button on forms that open such a form at the relevant page.