Does anyone know how to do this. I googled it but it is an old tutorial video for 2010 and doesn't seem to match up proper instructions on how to do it. I'm using 2012.
I would like to add a copy button and then click on a record , click copy and have it add a new record with the values defaulted from the one you selected.
In my app I track sales quotes. I have the ability to make and keep revisions of quotes. I do this by having a button to make a new revision that starts by copying the previous revision.
You didn't mention which language you were using. I'm using VB.NET but most of the code is very simple stuff, just declarations and assignments, so you should be able to translate it to C# very easily. Replace the keyword Me by this and you're most of the way there.
Inside my button's _Execute() code, I first make a local copy of the record to be copied:
'Create a quote object to hold the quote to be revised
Dim CurrentRev As Quote
CurrentRev = Me.qQuoteByFirm.SelectedItem
I then add a new record to the database:
'Add a new quote entity to the database
Me.qQuoteByFirm.AddNew()
And copy over the relevant information:
'Copy the necessary relevant values to the new quote
Me.qQuoteByFirm.SelectedItem.QuoteNumber = CurrentRev.QuoteNumber
Me.qQuoteByFirm.SelectedItem.RepFirm = CurrentRev.RepFirm
Me.qQuoteByFirm.SelectedItem.Customer = CurrentRev.Customer
Me.qQuoteByFirm.SelectedItem.QuoteStatus = CurrentRev.QuoteStatus
That will make a copy of the currently selected record if each value in the record is a single value. If a value has a relationship to another table and contains several records, you will need to loop through that value.
For instance, the above is just the general information for my quote. I also have a relationship to a table of quote line items. Each quote has several line items and all of these need to be copied as well. So I need to loop through each line item and create a duplicate of it as well.
'Duplicate all associate quote line items
For Each item In CurrentRev.QuoteLines
Me.qLineItemsByQuoteID.AddNew()
Me.qLineItemsByQuoteID.SelectedItem.ItemNo = item.ItemNo
Me.qLineItemsByQuoteID.SelectedItem.ProductQty = item.ProductQty
Me.qLineItemsByQuoteID.SelectedItem.Description = item.Description
Me.qLineItemsByQuoteID.SelectedItem.SellPrice = item.SellPrice
Me.qLineItemsByQuoteID.SelectedItem.PartNo = item.PartNo
Next
Related
I've set up a word form with different sections, each section to be completed by a separate person.
Each section of the form includes a combination of dropdown lists or free text fields set up using named Content controls.
At the end of each section there is field for the staff member to record their name, the date (calendar icon), and a command button with an associated macro to save the form and protect the data once that section has been completed.
While this enables the data to be protected it does not prevent person A from completing the form and entering person B's name. Note, this would not be expected, but traceability is required for regulatory purposes.
I would like to update the macro to protect the sections, save the file (currently working), and then immediately after saving, have the macro populate another field directly under the manually entered name and date with the Microsoft advanced properties of Last Saved By and the date and time. This would confirm the user.
My macro below (InsertMSSavedDetails()) will extract the Microsoft required data, but only if I manually click on the form and run the macro, and then it saves wherever I click on the form and won't save to the named ContentControl box. I'd like to automate this last step so that it is not reliant upon the user and the data is associated with particular section.
My form includes the following code:
Module
Sub ProtectFieldsSections2()
' protects Sections 1 and 2
If MsgBox("Do you want to Lock and Protect this section from further editing?", vbYesNo) = vbNo
Then Exit Sub
Dim sec As Section
Dim cc As ContentControl
Set sec = ActiveDocument.Sections(2)
For Each cc In sec.Range.ContentControls
cc.LockContents = True
Next cc
End Sub
This document:
Private Sub CommandButton2_Click()
ProtectFieldsSection1
ProtectFieldsSection2
ActiveDocument.Save
End Sub
Current code for Adding Microsoft data - which technically works, but not in the manner I need:
Sub InsertMSSavedDetails()
'
ActiveDocument.SelectContentControlsByTitle ("MSSavedDetails")
Selection.TypeText Text:="Check data: "
Selection.Fields.Add Range:=Selection.Range, Type:=wdFieldEmpty, Text:= _
"LASTSAVEDBY ", PreserveFormatting:=True
Selection.Fields.Add Range:=Selection.Range, Type:=wdFieldEmpty, Text:= _
"SAVEDATE \# ""d/MM/yyyy h:mm:ss am/pm"" ", PreserveFormatting:=True
End Sub
Second issue with the above, is that it would only need to be added the once, when Sub CommandButton2_Click is first selected. If I were to update the Sub CommandButton2_Click, how would I stop if from repeating the cycle of save, insert Microsoft data, save, insert Microsoft data?
NOTE: Use of word vs PDF form. Presently, the form is used in word format, converted to PDF, and electronically signed, however this does not allow others to add their information to the remaining sections. Adobe LiveCycler has been used to design PDF forms but there were issues with maintaining images and graphs, and there were other issues experienced with the Adobe reader, so the option is to remain with word.
Thank you.
Not sure I have completely understood the problems, but
The problem with inserting the field codes LASTSAVEDBY and SAVEDATE is that unless you "lock" them, their values will always reflect the most recent save. Also, if you want the fields to go in a content control, you have to use a rich text content control.
Perhaps better to
save the document
get the underlying property values (the ones that LASTSAVEDBY and SAVEDATE display) and insert them
save the document
If you have content controls named (say)
Section1LastSavedBy
Section1SaveDate
Section2LastSavedBy
etc.
then
you know which commandbutton the user clicked so you know which section you are dealing with
your code can then look something like
Private Sub CommandButton2_Click()
ProtectFieldsSection1
ProtectFieldsSection2
With ActiveDocument
.Save
.SelectContentControlsByTitle("Section1LastSavedBy")(1).Range.Text = _
.BuiltinDocumentProperties("Last Author").Value
.SelectContentControlsByTitle("Section1SaveDate")(1).Range.Text = _
format(.BuiltinDocumentProperties("Last Save Time").Value,"D/MM/YYYY h:mm:ss am/pm")
.Save
End With
End Sub
If you want to construct the content control names programmatically based on Section number, you can.
If you want to lock the content controls against further editing, you can.
I am not sure what problem you are encountering here:
"Second issue with the above, is that it would only need to be added the once, when Sub CommandButton2_Click is first selected. If I were to update the Sub CommandButton2_Click, how would I stop if from repeating the cycle of save, insert Microsoft data, save, insert Microsoft data?"
unless you are using a Save event. If that's the problem we could revisit that part.
It's pretty difficult to stop people tampering with data in Word, but personally I would consider saving copies of these values in, e.g., a Custom XML Part (not mapped to the controls) or Document Variables - possibly also encrypt them - you can use Windows crypto APIs for that.
Incidentally, I suspect the problem you have with your existing code is that .SelectContentControlsBYTitle doesn't Select the controls in the normal Word sense. It just returns a collection of controls with that name.
Is there a way to take a value from a field on a form and use it as a reference to a different field in the same form, and not just literally? I want to be able to manually enter something like [txtFlavor] in one field and have it show the actual flavor, the value of the field named "txtFlavor" in another field, and not just the string "[txtFlavor]". I'm basically trying to store some vba references (terminology?) in a table so I can bring up a string of text with references to values on the form.
I have been asked to create a system that will store letter templates in Access 2010 and allow users to choose a record with personal information and insert that info into a template letter, preferably displaying it on a form immediately in plain text. I already proposed using reports to do this but that was unacceptable to the end users. They really just want a form that combines
a) contact records, one at a time
with
b) letter templates, one at a time
I've been trying to store the template info with it's form references in a table, but I have yet to be able to make references pull data from another text field on the form.
Is it possible and/or sensible to try to store something like the following in a table, or to enter it into a field on a form?
[txtFlavor] & " is dull but popular."
and then have it show up elsewhere in the form as
Vanilla is dull but popular.
I sure feel dumb and am sure I've missed something obvious. Everything I do is just repeated literally and not interpreted as a reference.
You could get your users to create their templates using 'tags' as placeholders for the database information, in a similar way to how you would design a merge document in Word. So in your example above, the template document would look like:
{Flavor} is dull but popular.
When it comes time to create the merged result you would need to use the Replace function to change these tags to actual data values. So if you had a read-only text box on your form, the control source could be:
=Replace([txtTemplate], "{Flavor}", [Flavor])
I assume you would have lots of potential tags, so using this approach you would need to nest the Replace functions. I have split my nesting across multiple lines to make it a bit more readable:
=Replace(
Replace(
Replace([txtTemplate], "{EmpName}", [EmpName]),
"{EmpAddress}", [EmpAddress]),
"{EmpPhone}", [EmpPhone])
If you had many more database fields/tags this would start to become very unwieldy so I would recommend using some VBA to make life easier, maybe something along the lines of:
Dim rsSource As Recordset
Dim strMerge As String
Dim intField As Integer
'Assuming your form has a field called EmpNo (numeric data) that you can use to pull data...
Set rsSource = CurrentDb.OpenRecordset ("Select EmpName, EmpAddress, EmpPhone From Employees Where EmpNo = " & Me.EmpNo)
strMerge = txtTemplate
For intField = 0 to rsSource.Fields.Count - 1
strMerge = Replace(strMerge, "{" & rsSource(intField).Name & "}", rsSource(intField))
Next intField
txtMerge = strMerge
rsSource.Close
Set rsSource = Nothing
You could put this code in the AfterUpdate event of your txtTemplate text box and it would update the contents of the txtMerge text box. You either need your tag names to match your database columns, or else you could alias the columns in the Select statement so they match the tag names.
I have been attempting to create a form where a user can simply press a button and the form will add a new field for the user to use. I have 2 of these dynamically added field types.
Firstly a field where a user can upload files, by pressing the add button another field is pasted underneath the current field and is ready for use.
I have followed an old guide on how to get this done with a bit of ajax and jQuery.
This guide to be exact: http://www.jeremykendall.net/2009/01/19/dynamically-adding-elements-to-zend-form/
As you can see it's from 2009 and a bit outdated yet it still works under the current Zend Framework version 1.11.11
The problem however arises now that i want an edit / update version of the form. I need to populate it's fields but first of all i need to create enough fields for the data to be stored in. So when there's 3 files that have been uploaded it should create 2 additional fields and place the 3 file names in these fields ready to be edited and updated. Simply using $form->populate($stuff) is not going to work
I just have no idea how to accomplish this and the tutorial on dynamically added fields only goes as far as the addAction and not how to create the editAction under these conditions.
Is there any tutorial out there on how to create and manage forms such as these? I'm sure i am not the only one who's had the idea to builds these kind of forms?
I can add my code if there's a request for it but it's the same as the example from the guide, just a different set of elements in the form.
Adding a small example of it's use.
A user adds an item with 3 files, these files are uploaded along with a filename so in the database it appears like this : File_Id : '1' , File_Name : 'SomeFile' , File_location : 'somewhere/on/my/pc/SomeFile.txt'.
Now the user realizes he forgot a file or wants to delete a file from that list, he goes to the edit page and here i want the form to display the previously added filenames. So if there's 3 files it shows 3 and when there's 2 it shows 2 etc. How do i build a form to dynamically add fields based on the number of uploaded files and then populate them?
Any advice on how to handle this is well appreciated :)
You can make use of the semi-magic setXxx() methods of the form.
Inside the form:
public function setFiles($files) {
foreach ($files as $file) {
$this->addElement(/* add a file element */);
//do other stuff, like decorators to show the file name, etc.
}
}
In your controller:
$files = $model->getFiles();
$form = new Form_EditFiles(array('files' => $files));
By passing an array with key files you will make the form try to call the method named setFiles(), which you have conveniently provided above.
This should push you in the right direction, or so I hope at least.
If I understand you correctly you want to populate file upload fields, which is not possible because of security reasons.
Edit:
You can add Elements inside of the Controller via $form->addElement() (basicly just like the $this->addElement() statements in the Tutorial)
I have a set of ComboBox's in an MS Access 2003 DB that are all bound to fields in a single table. However, the data that they allow you to select doesn't come from that table and instead comes from various other tables. This works fine for the record creation story but now I want to be able to edit the record retroactively. The problem is that I can't figure out how to refill the form elements without writing a bunch of custom code.
My initial inclination is to provide a combo box that limits your choices to record IDs and then do a custom query and use that to set the selected values in all of different form elements. However, I feel like I should be able to do something as simple as DoCmd.GoToRecord , , , ID and the form should repopulate just fine. I'm not opposed to doing the busy work but I'm sure I'm just missing something in my relatively puny knowledge of VBA and Access.
Just to add to the mix, I would offer two approaches, one recommended, the other not.
Approach 1: If you've bound your form to the whole data table (this is the non-recommended approach), you can use the combo box wizard to navigate to the requested record, but I wouldn't recommend it in recent versions of Access:
a. it doesn't allow you to properly name the combo box before it creates code.
b. the code is just WRONG.
Here's the code I just produced in my test database:
Dim rs As Object
Set rs = Me.Recordset.Clone
rs.FindFirst "[InventoryID] = " & Str(Nz(Me![Combo2], 0))
If Not rs.EOF Then Me.Bookmark = rs.Bookmark
This is wrong in so many ways it's just remarkable. This is what the code should be:
With Me.RecordsetClone
.FindFirst "[ID]=" & Me!cmbMyComboBox
If Not .NoMatch Then
If Me.Dirty Then Me.Dirty = False
Me.Bookmark = .Bookmark
Else
MsgBox "Not Found!"
End If
End With
There is no need to clone the form's recordset when the RecordsetClone already exists.
There is no reason to use an object variable when you can just directly use the pre-existing object.
There needs to be a check for a dirty record before departing the record because if you don't force the save, errors in the save process can lead to lost data.
But the better approach is this:
Approach 2: Use the combo box to change the form's underlying recordsource.
The AfterUpdate event of your combo box would look something like this:
If Not IsNull(Me!cmbMyComboBox) Then
Me.Recordsource = Me.Recordsource & " WHERE [ID]=" & Me!cmbMyComboBox
End If
Now, this only works the first time, as on the second resetting of the Recordsource, you end up with two WHERE clauses, which is not good. There are two approaches:
a. assuming that the form opens without a WHERE clause, store the opening recordsource value in a module-level variable in the form's OnLoad event:
Private Sub Form_Load()
strRecordsource = Left(Me.Recordsource,Len(Me.Recordsource)-1)
End Sub
And at the module level, define strRecordsource accordingly:
Dim strRecordsource As String
Then in the combo box's AfterUpdate event, you have this instead:
Me.Recordsource = strRecordsource & " WHERE [ID]=" & Me!cmbMyComboBox
Now, if your form opens with a WHERE clause already defined, it gets more complicated, but I'll not go into that and leave it as an exercise to the reader what the best approach might be.
I presume that you've already set up the row sources for each combo box. So long as you haven't limited the combo box to that list; it should display what you have stored in that column.
However, if your Combo Box changes its list for each row you can do something like this in the record's OnCurrent event or the field's GotFocus event:
Me.combo_box_name.Requery
After re-reading your question, I think I see what you are trying to achieve. You're on the right track with GotoRecord, although I would probably use OpenForm in this case, because it has a WhereCondition property that allows you to use SQL to specify exactly what record to open. It sounds like you want to implement a "jump to record" type functionality in your form, where the user selects a record ID from a list and the form changes to display the selected record.
One possibility is to switch to the new record each time the user selects an item in the ComboBox. You can handle this in the ComboBox's Click event.
I'll use a simple example: suppose you have a Students table, and a StudentForm for viewing/editing records in the Students table. The StudentForm has a ComboBox cboStudentID that is bound to the Students.ID column via it's RowSource property. When you select a student ID in the ComboBox, the StudentsForm will switch to display the corresponding student record.
In the Click event handler for the ComboBox, you can code this "jump to record" functionality with something like the following:
Private Sub cboStudentID_Click()
Dim recordID As Long
'The ItemData property will return the value of the bound'
'column at the specified index.'
recordID = cboStudentID.ItemData(cboStudentID.ListIndex)
'Jump to the record. This assumes we want to use the same form.'
'You can change the form name if you want to open a different form when'
'the user selects an ID from the ComboBox.'
DoCmd.OpenForm "StudentForm", WhereCondition:="Student.ID=" & recordID
End Sub
As David W. Fenton points out in the comments, you can shorten the following line:
recordID = cboStudentID.ItemData(cboStudentID.ListIndex)
to this:
recordID = Me!cboStudentID
or just:
recordID = cboStudentID
since the default value of the ComboBox in this case will be the value of the bound column at the current ListIndex. In this case, you could just remove recordID altogether and code the Click event as follows:
Private Sub cboStudentID_Click()
DoCmd.OpenForm "StudentForm", WhereCondition:="Student.ID=" & cboStudentID
End Sub
I'm new to Access and this is the problem I'm suffering: I have four tables - Task, Person, Role, and TaskPerson (mapping table). I have a form that at the top has a unbound combo box displaying a list of people from Person. In the body of the form I have a query pulling from the Task and TaskPerson tables that is embedded as a datasheet. The fields from TaskPerson perform a lookup on Person and Role to display the actual values. Each task can have multiple people assigned to it and each person can have multiple roles. I am looking to pick a name from the combo box with the datasheet updating to only show the tasks associated with that person (i.e. matching the name from the combo box to the name in the person field (which is a lookup) on the form and only showing those tasks).
I have tried adjusting the Record Source for the query so the person field criteria would pull from the combo box using
'Forms![Task Form]![Combo11]'
but that hasn't worked. I have also tried a version of this answer:
Private Sub Form_SelectionChange()
' If the combo box is cleared, clear the form filter.
If Nz(Form) = "" Then
Me.Form.Filter = ""
Me.FilterOn = False
' If a combo box item is selected, filter for an exact match.
' Use the ListIndex property to check if the value is an item in the list.
ElseIf Me.Combo11.ListIndex <> -1 Then
Me.Form.Filter = "[Combo11] = '" & _
Replace(Me.Combo11.Text, "'", "''") & "'"
Me.FilterOn = True
End If
End Sub
While the code is not balking, it also isn't grabbing the selected name from the combo box, so it doesn't update. A likely factor is when I type Me.Combo11.Text, it doesn't actually display Combo11 as an option. I tried typing it in, in hopes of working, but I know that is a bit foolish.
Any detailed answers would be appreciated. I'm still learning my way around and I get lost a bit easily.
Steve.
The first method is the easier one.
In the query you have
WHERE TaskPerson = Forms![Task Form]![Combo11]
Note that there are no ' around the combo reference. With 'Forms![Task Form]![Combo11]' the whole thing is interpreted as string, so it doesn't work.
Then in Combo11_AfterUpdate you simply have
Me.Requery
Disadvantage of this method: you always have to select a person, or the form will be empty.
The second method:
Your query lists all record, the combobox applies a filter. Or removes it, if the user clears the combobox.
I suggest going back to the answer you used, and only replace
Combo_Reported_LOB_Selection by Combo11
and
[ReportedLOB] by [TaskPerson]
And the code doesn't go into Form_SelectionChange(), but into Combo11_AfterUpdate()