I would like to be upfront. I am by no means an expert or even really all that technologically savy. However, I inherited a training system where the only way to find out if someone was current was to dig through physical file cabinets and try to find the hard copy. I have put together a basic access database to try and improve the situation. It is working okay, but I've run into a problem.
Previously, most training occurred in small enough batches that data entry is not a problem. (No more than 15-20 entries at any one time). However, regulatory changes now mandate the company put everyone through a mandated training course annually. This means all information about the training will be identical, except for the employee ID associated with the record.
Right now I can manually enter this training just like any other, but I have to perform this nearly identical data entry for each of the several hundred employees in the company.
I would like to be able to enter the pertinent details about the training and then have access create an training record for each employee.
The current form asks the user:
Who is the employee that was trained? (The appropriate employee ID # is entered)
Which subject was trained on? (the appropriate selection is made via combo box)
On what date was the training completed? Date picker is used to fill.
What is the file path to the scanned training certificate? (The majority of this field is prepopulated so only the actual file name needs to be typed. For the specific training in question all the employees of the company will be included in the same scanned pdf. Subsequently, this filed will be identical for all employees.)
The fields on the current form are:
txtEmpID – Text box, where employee ID # is entered. Corresponds to
field "empID"
cboTask – Combo box, where the appropriate training
subject is selected. Corresponds to field "reqID"
txtDate – Text box, the date the training was completed.
Corresponds to field "trngDate"
txtFilePath – Text box, file path to the scanned pdf of the physical
training record. Corresponds to field "trngLocat"
I would like to be able to fill in the information for 2-4 but then have access create a record, for each employee in my employees table, where all the data from 2-4 is identical.
Is this possible?
Pertinent Tables:
tblEmployees – keyed on field “empID” which is the employee number.
tblTrngSubjects - Keyed on field "reqID" which is autonumber.
tblTrngRec – keyed on field “recordID” which is autonumber. Relates
to tblEmployees through field “empID”. Relates to tblTrngSubjects
through field "reqID".
tblTrngRec is the table in which the records will be stored.
Other information that may be relevant:
I am using Access 2016.
I once had a copy of Access 2010 the missing manual…but that was in 2010. It has been almost a decade since I did anything more advanced than “docmd.openform”
I greatly appreciate any and all advice. Thanks, in advance.
I admit I haven't worked with access in quite some time, so some of the syntax might be slightly off. You need to know a list of employee IDs that were in that training.
Insert into tblTrngRec(empID,ReqID,txtDate,txtFilePath)
select empID
,25 'You need to enter this manually
,"6/9/2020" 'You need to enter this manually
,"Enter your file path"
from tblEmployees
where EmpID IN (enter a comma delimited list of employee IDs)
Related
So I have a form I have Vendors fill out when they want to ship to us. It's an excel form that I then import into Access so I can run reports. Sometimes when they send the form back it's in a format in which I have to manually enter the data into our database.
The form looks like this:
The middle section is just for example purposes so it's a rectangle with text in it.
So everything seemed simple enough until I got to the middle section. See in my excel form I have a section for multiple PO's and units. So essentially each shipment can have one to many PO's and Units. Currently I can approach this task with the redundant method of reentering information per PO on the form. But I want to make this simple.
So the task at hand is that I want to have a form field for PO's and Units where I can input multiple lines of information so that when I hit a submit button. It appears in the database on separate lines with the same vendor information.
So if I filled out my form had this in the middle section:
PO | Units
111111 22
222222 33
333333 44
When I hit submit I want it to attach the rest of the forms information to each PO on separate lines so it'd be like:
Vendor | City | State | PO | Units
Nike Memphis TN 111111 22
Nike Memphis TN 222222 33
Nike Memphis TN 333333 44
So how would I go about accomplishing this task?
From your description of the problem and your example of how the data appears to ultimately be stored in Access it looks to me like you are using Access as a spreadsheet and not as a database. This is ok, but you might want to consider normalizing the data to take advantage of the power of databases in general.
For example:
Create a Vendors table whose sole purpose is to keep details about each Vendor you work with. A very basic implementation would have an ID field to uniquely identify each vendor and a Name field for the vendor name.
If Vendors will only ever have a single location you could also store City, State, ZipCode and Email in this same Vendor table, but I suspect having a separate VendorLocation or VendorAddress table would be a better fit long term.
Create a VendorShipment table that tracks the higher level information on your mockup, such as:
ShipmentID (primary key of this table)
VendorID (foreign key back to Vendor table)
Ready Date
Carrier
Estimated Cost
FreightClass
Tracking #
Estimated Transit Time
Finally, create a VendorShipmentDetail table that tracks the information of each shipment, including:
ShipmentDetailID (primary key of this table)
ShipmentID (foreign key back to VendorShipment table)
PO
Units
Any other details that you want to or need to track
Organizing and storing the data in a normalized fashion would ultimately help simplify your data entry \ data management process and potentially make for a better user experience.
For example, rather than having to enter the Vendor Name, Address information, etc. each time you could instead use a combo box control that is tied to the Vendor table. If the Vendor exists in the table you select it from the list and you already have the Address information, no need to re-enter it each time. If the Vendor did not already exist you enter it once (probably on a Vendor screen where you maintain the details for each Vendor) and draw upon the information in the future.
You would then use queries to tie the information back together for reporting purposes (de-normalize the information).
The art of database design can take a while to pick up, but a good starting point might be to check out the Northwind database that Microsoft has maintained over the years. It has some examples you could draw from immediately to get a practical understanding of how to use normalization within Access. You can find more information here: http://office.microsoft.com/en-us/templates/northwind-sales-web-database-TC101114818.aspx
I have a specific question regarding the utilization of three tables in a database. Table 1 is called Personnel, and lists the names of the staff.
Tables 2 and 3 are identical, just listing two different types of overtime (long and short), along with the hours of the OT, Date of the OT, and Assigned to/Picked fields that are empty.
Here is the idea, I just dont know how to implement it. I would like to create a form for people to enter their OT picks, then automatically move to the next person on the list. So Rich Riphon, as an example, would be up first, would click on the link I would send, and a form would open up, showing his name, populated by the first table, and showing two drop down menus, populated from the Long OT and Short OT tables. He would select one from each (or None, which would be a option) and Submit it.
The form action would be to place his name in the Assigned field for the OT he picked, and place a Yes in the Picked field.
When the next person in the list opens the form, it has moved down to number 2 on the Personnel list, Cheryl Peterson, and shows her the remaining OT selections (excluding those that have a Yes in the Picked column).
Any suggestions or comments or better ways to do this would be appreciated.
First, I don't think ms access would be able to (easily) kick off the process based on a hyperlink. You may be able to do something by passing a macro name to a cmd prompt but it would take some mastery to get it working properly. Could you instead create a login form to get the current user? If you do that you don't really need to display the personnel list, just keep track of who has not yet responded to the OT request. Essentially at that point all you would need on your form is a listing of the available OT and a button that creates the assignment. Also it may be easier (and a better design) to only have one table for the OT listings and add a column for the type of overtime (long/short).
What if Cheryl isn't the 2nd person to get the form? Your concept goes out the window.
Instead, I would keep a table of all user names, and their security level. managers can see everything, individual users can only see their record. This would be done by using a query behind the OT Picks form, and either filtering by the current user or not filtering at all. I have done many of these types of "user control" databases and they all have worked well.
As for the actual OT tracking, I agree with Steve's post in that it should be done in one table This would be the preferred method of a concept referred to as "normalizing data". You really want to store as little data as possible to keep the size of your database down. As an example, your Login table would have the following fields:
UserID
FirstName
LastName
SecurityLevel
Address1
Address2
City
State
Phone
Etc... (whatever relevant info pertains to that person)
Your OT table would look like this:
UserID
OTDate
OTHours
OTType
Etc... (whatever else is relevant to OT)
You would then join those 2 tables on the UserID fields in both tables any time you needed to write a query to report OT hours or whatever.
I am relatively new to Filemaker programming, but I have come across what I thought was a bug, which I have been tearing my hair out trying to squash, only to find it is more a "feature" than a bug. I have a field set as the key for lookups in a ms sql database which I have created a relationship with. I have it set as a drop down, and it is showing 2 fields (last name and first name). Unfortunately, it only shows 1 person per last name in the sorted list (example, there are 5 people with the last name "Bennett" but only 1 shows). After driving myself nuts trying to find the error, I found the following in the filemaker troubleshooting section:
"
If the value list is defined to display information from two fields, items will not be duplicated for the field on which the value list is sorted. For example, if the value list displays information from the Company field and the Name field, and if the values are sorted by the Company field, only one person from each company will appear in the value list."
As I read it, I can't do what I need to do with a value list (display EVERY last name from the sql file) so what other options do I have? I have experimented with creating a portal which DOES show a list of ALL the last names and first names, but I don't know/understand enough to know what logic/functionality I need so if I click one of the people in the portal list it will do the same thing as if I clicked it in a dropdown value list, which is to then do the lookups and populate the rest of the fields in this database from the information in the record in the sql database. Any and all help would be greatly appreciated, and I appreciate any help any of you can offer. Thank you!
There might be some things that cause this;
You cannot create a link based on a calculation that needs to be calculated each time (Filemaker does not know what to do with this, logical in a way)
Based on what you do I would personally link the two tables based on an lets say company ID instead of a name, as a one to many join. This will definitely eliminate the 'feature' filemaker has of showing unique names only in the joined table. On database level I would join on ID, on Value list I would select the ID as first field and the (calculated) name as second field, than showing only the second field (option in the value list definition popup) for your selection list.
Hope this helps.
I am trying to work around a limitation that Filemaker 12 seems to have. In a value list that links to an ODBC attached SQL Server database, it doesn't display every piece of data. If there are 2 people with the same last name for example, it only displays the first person with that last name in the list. This is verified by the following in the Filemaker documentation (which I found after a lot of digging)
If the value list is defined to display information from two fields, items will not be duplicated for the field on which the value list is sorted. For example, if the value list displays information from the Company field and the Name field, and if the values are sorted by the Company field, only one person from each company will appear in the value list.
Portals on the other hand will find all the related data, I just don't understand how do something with the data once I get it in the portal. I essentially thus wish to use a portal AS my drop-down value list, and then to use it as I would have a value list (which is then to act as the key to do the rest of the lookups on the page to fill out the invoice.
The major issue here (other than this maddening choice Filemaker seems to make) is that the external file I am pulling the data from is an ODBC mounted SQL Server file, so I can't do something easy like a calculated field which would give me last name & " " & first which would make almost every person unique. Filemaker won't let me do that because it says I can't do that with a field that is not indexed. Any help would be greatly appreciated!
Assuming that we're starting with table MyTable and we're trying to get a ID from the People table for the selected person, which we'll call ID so that we can put it into MyTable::PersonID
Start by creating a new Table Occurrence of your People table and call it PeopleWhoCanBeSelected. If you want every person in the People table you can connect it to MyTable with the X relationship. If you want to show just a subset of the people you can build a different relationship.
Now, on a layout displaying records from MyTable you will make a portal showing records from the PeopleWhoCanBeSelected table.
In the portal put a button. When that button is pressed use the Set Field script step:
Set Field MyTable::PersonID to:
PeopleWhoCanBeSelected::ID
That should do it. You can make the button an invisible overlay on the entire portal record if you like, so that the user clicks on "the name" instead of "the button next to the name".
Now, if you want to pull additional data through to the MyTable record, you'll need to create a second Table Occurrence, called People with the relationship MyTable::PersonID = People::ID. Then you can get information on the specifically chosen person through that relationship.
I have a form for entering patient data, which is bound to a number of tables, including patient, hospital, symptoms, treatment and so on. I'd asked a query previously and been advised to change the design to reduce the number of tables and therefore joins, which I've done. When I enter new data now using the form it is saved to the underlying tables correctly. However when the form is opened it is displaying only the first of 2 rows in the tables. The user will enter data in some fields but not all of them, so would the form (and the record source query under it) not be returning the next record because it does not appear in ALL the linked tables, only some? For example, all records will have a row in the Patient table, but not all will have a record in the Surgery table, yet the form needs to be able to record data for all possible fields. Any advice gratefully received!