Search Forms - Finding A Contact And Displaying All Related Info
Nov 22, 2005
Hi
I am pulling my hair out with what I am sure is a simple task, creating a search form that, when criteria are entered, finds a record and displays related data/results from 3 tables. I have tried every forum and web post I can find but I think there must be something fundamental I'm neglecting to grasp.
Quick background:
My database has 4 tables, Firm, Contacts, Mailout and FileNote
The database is contact-centric (ie, everything is linked to a contact record, multiple contacts are held against firms, mutiple file notes are held against a contact, contacts can be attached to multiple mailouts)
I need to search for a contact record based on multiple criteria (keeping it simple, lets say a combination of first_name & last_name OR first-name & firm_name OR their specific contact ID)
I need a 'results form' (not just a datasheet view) that displays all information related to that contact (i.e. all files notes + ability to create new ones, firm contact information, and mailout history)
I've created a Main form with Firm, Mailout, Contact & Filenote subforms embedded that enables me to scroll through every contact and view all related detail (as above) and add file notes & modify data very nicely. My problem is I can't search, I can only move through each record sequentially. Very handy when we have 4000 contacts!
I realise I'm probably a complete wally but could someone please explain to me the vital steps I'm missing? I've tried unbound fields, I've built SQL queries & command buttons (but results are dumped into a datasheet)....I'm lost.
Many many thanks.
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Sep 18, 2014
I have a list of people in a list box. In the list box I only have the people names listed. (example below)
1. John
2. Frank
3. Tim
4. Jessica
I want to click on one of the names and have a form pop up on the same screen that lists the persons contact info. If I had a table like listed below, could the info auto populate on a separate form.
[ID] [Name] [Number] [Address]
1. John 456-4567 123 Elm Rd.
2.
I want the Form to pop up and show...
Name: John
Number: 456-4567
Address: 123 Elm Rd.
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Oct 15, 2013
I am trying to create a form where I store the literacy and numeracy results of a group of students. So far I have designed a form which gives me a tick box as to whether the test they took was literacy or numeracy, then a box where I enter the score. Literacy tests are scored out of 72 and numeracy out of 50.
what I would like to do is write something that shows the literacy numeracy levels of each student after each test. So for literacy, the score ranges are as follows:
0 - 13 Below Entry 1
14 - 32 Entry 1
33 - 52 Entry 2
53 - 65 Entry 3
66 - 7 Level 1
What I would like to be able to do is tick whether or not they sat a literacy or numeracy test, enter the score and the db to come up with their level and display it on the form.
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Feb 16, 2006
I have the following code working great with creating new contacts in Outlook from Access. My problem is I can't figure out a way to update already existing contacts in Outlook.
Function AddContacts()
Dim OutlookObj As Outlook.Application
Dim Nms As Outlook.NameSpace
Dim MyContacts As Object
Dim MyItems As Object
Dim MyItem As Object
Dim Db As Database
Dim Rst As Recordset
Set Db = CurrentDb
Set Rst = Db.OpenRecordset("CustomerOutlook", dbOpenDynaset)
Set OutlookObj = CreateObject("Outlook.application")
Set Nms = OutlookObj.GetNamespace("MAPI")
'to point to a nested folder in Outlook you have to create folder items in folder items:
Set MyContacts = Nms.Folders.Item("Public Folders").Folders.Item("All Public Folders").Folders.Item("Our Contacts")
Set MyItems = MyContacts.Items
While Not Rst.EOF
'Declare which form to be used to add your contacts
Set MyItem = MyItems.Add("IPM.Contact")
'add fields, to find out which fields are available take a look at all the available members of the
'ContactItem class in the Outlook object library.
'Be careful, Microsoft is using various names for outlook fields!
MyItem.CompanyName = Rst!BusinessName
MyItem.FirstName = Rst!CFirst
MyItem.LastName = Rst!CLast
If Not IsNothing(Me.WebSite) Then
MyItem.WebPage = Rst!WebSite
End If
If Not IsNothing(Me.CMiddle) Then
MyItem.MiddleName = Rst!CMiddle
End If
If Not IsNothing(Me.Suffix) Then
MyItem.Suffix = Rst!Suffix
End If
MyItem.JobTitle = Rst!JobTitle
MyItem.BusinessTelephoneNumber = Rst!Phone
MyItem.Business2TelephoneNumber = Rst!BackPhone
MyItem.MobileTelephoneNumber = Rst!Mobile
MyItem.BusinessFaxNumber = Rst!Fax
MyItem.Email1Address = Rst!Email
If Not IsNothing(Me.Address1) Then
If Not IsNothing(Me.Address2) Then
MyItem.BusinessAddressStreet = Rst!Address1 & ", " & Rst!Address2
Else
MyItem.BusinessAddressStreet = Rst!Address1
End If
End If
MyItem.BusinessAddressCity = Rst!CCity
MyItem.BusinessAddressState = Rst!CState
MyItem.BusinessAddressPostalCode = Rst!PostalCode
MyItem.Categories = Rst!CustomerType
MyItem.FileAs = Rst!BusinessName
'MyItem.Etc = Rst!Etc
MyItem.Close (olSave)
Rst.MoveNext
Wend
End Function
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Aug 7, 2013
I have a query from a colleague for their database.They have a report which lists a name and contact info - at the moment this is set in the report. However noone has the ability to edit the report outside of developer mode (hence why I'm being asked!). This information will change very infrequently but I'd like to set up something within the database so that they can change it as and when needed.
How would be best to do this? It will be the same contact person for every report until roles change. There is a tblNames which contains the necessary information (although phone no. and e-mail are yet to be populated).
I was thinking adding a field to tblNames as Yes/No to state who will be the contact (ensuring they know to only select one person at a time) and using a SELECT...WHERE line in the unbound textboxes - however this returned #Name? in all fields.
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Aug 7, 2014
There are three tables. An [Action Register] table, a [Calls] table and a [tblContacts] table. The Contacts are common to both.
The Calls table records calls to customer by date
The Action Register table records issues that Customers send in by Open date.
I am trying to make a query where we see the latest date the customer was contacted regardless of which table.
I created two queries.
qryLastCallDate finds the max date from the Call table:
SELECT Max(Calls.CallDate) AS MaxOfCallDate, tblContacts.ContactName
FROM Calls LEFT JOIN tblContacts ON Calls.ContactID = tblContacts.ContactID
GROUP BY tblContacts.ContactName
ORDER BY Max(Calls.CallDate);
qryLastIssueDate finds the max date from the Action Register table:
SELECT Max([Action Register].Open) AS MaxOfOpen, tblContacts.ContactName
FROM tblContacts RIGHT JOIN [Action Register] ON tblContacts.ContactID = [Action Register].Contact
GROUP BY tblContacts.ContactName
ORDER BY Max([Action Register].Open);
The problem I am having is that if I use Left Join I can see all the records from the Calls table but not all from the Action Register table. And vis versa if I use Right Join. This is because sometimes we have calls but no issues in the Action Register table and sometimes issues with no calls.
This is my Left Join query using a Min Max Module I found here: [URL] ....
SELECT qryLastCallDate.ContactName, qryLastCallDate.MaxOfCallDate, qryLastIssueDate.MaxOfOpen, qryLastIssueDate.ContactName, DateValue(MaxOfList([MaxOfCallDate],[MaxOfOpen])) AS [Last Contact], ([Last Contact]+21) AS NextCall
FROM qryLastCallDate LEFT JOIN qryLastIssueDate ON qryLastCallDate.ContactName = qryLastIssueDate.ContactName;
How do I get to see ALL the records from both queries.
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Oct 18, 2005
Database description
I have one to many relationships between tables related with PersonID. From the entry forms I enter data and there is another form to search data. The data search form displays some 5 fields from different tables: first name, last name, phone, email...
Problem description
When I enter new data in all the above named fields, then the search engine can find and display the new record. However, when I leave blank some of the fields, let's say, the phone field, then the search does not display the entire row, although the first and last name, for example, exist in the appropriate table.
I would appreciate, if anyone could help me to solve the problem.
Thanks
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Nov 8, 2014
I have a query which looks for like * surname*
in tblemployee fname lname dept active
this works fine and i can search using a requery button
however as deptartments are stored in tbldepts
when i change the query to retrieve the dept name instead of number directly from the table and i try to change this on the datasheet subform it changes it in tbldepts instead?
how can i change what dept the employee is in (as in change the number in tblemployee - but display the actual name?)
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May 11, 2005
Please note that I am self taught (90% of what I have learnt has been off these boards!). I did make this form with info I found on this forum.
I am having problems with a log in box for a database, the line of code is -
If Me.txtpassword.Value = DLookup("password", "customers", "[customerID] =" & Me.EbayName.Value) Then
This code is in a Form; "password" is the value in the table of "customers"; [customerID] is the primary key value I wish to remember; Me.EbayName.Value I assume is the value in the table that access is looking for.
Questions -
A) It is not looking up the value for [customerID] - what have I done wrong?
B) In the line of Me.EbayName.Value what does the 'Me.' part tell Access to do? I assume it's a pointer to it's own form? What part of the line do I need to change to make it point to another form (or table)?
C) When this is finished how do I get the program to remember the 'customerID' while the customer is fillling out other forms?
James
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Mar 26, 2014
I would like to create a report that would really impress my supervisors, i just started at the company. I'm trying to create a call action plan, so i'm recording clients information on one table, and meetings we have had with each respective client on another table. Some clients will have multiple meetings, some few, and some none. I have a relationship set between them from the client's id number on the client table to the ClientID on the meetings table. one to many.
When I go to create the report, only the clients with meetings show up on the report, I would like client info to always show up on the report and meeting info to only show up under each respective client when it exists. I have worked out how to shrink and hide any text box without any info on it. It just seems like the existence of a meeting dictates where the client will show up at all in the report.
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Sep 26, 2012
Let's say I have a list of customers. For each customer I have much more info on other lists (order list, personal info list, bank info list, and so on) - all are of course connected properly.
Now let's say a certain customer is no longer my customer, so I want to remove him from the customer-list. But, I want to move him to a different list - past-customers - so all the information that was related to that customer will remain so. In short, I want to remove from the customer-list without affecting the related data.
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Jan 22, 2013
I am using access 2007
i have a materialsUsed tbl that list all the materials used in a job and the quantity of each.
(ID
Material Code
Quantity
Unit of Measure)
I also have 2 look-up tables - 1 for the material codes and 1 for the units of measure
I have another table, priceperunitofMeasure
id
material Code (FK to material lookup tbl)
Unit of Measure (FK to unit of measure tbl)
Price
In my form Users will select material code from combo box - enter the quantity, and select a unit of measure from a combo box.
For example: they could enter the following :
Paint 2 gallons
Paint 3 tubes
Paint 1 pint
How do I lookup the price per unit of measure for each of these records in the price per unit of meassure table? The price per unit of measure table has 2 foreign keys.
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Sep 5, 2006
Hello,
I have a form based on 1 table and I am trying to find out if I can display data from another table if I have a relationship between the 2 tables?
Thanks
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Jul 30, 2015
I have two tables to track our engineer visits, one tracks the visit as a whole and the other tracks the individual instruments the engineer worked on during that visit. This way I can track visits to customer sites separately to the visits made to an individual instrument.
Right now, I create a visit and then add Visit Lines (containing the details of the instrument visited). These instruments, or 'Visit Lines', are being displayed in the Visits Table via a related items box. Visit lines are associated with Instruments in the Instrument Table via a serial number lookup. All this works great...
However, I want to display both the serial number and the instrument description in the related items control in the Visits Table. Since the Visit Lines table only has the instrument ID lookup and not the instrument description I can't display it in the control.
I need to either:
a) Create an instrument description in the Visit Lines table as a lookup and have this automatically pull in the description based on the serial number the user selects.... which I can't figure out how to do - it's just an autocomplete.
b) Create an instrument description in Visit Lines and have a macro grab the corresponding description from the Instruments table based on the serial number input - but just for this record...
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Feb 5, 2013
I working with Access 2010 and a form with criteria controls, a requery button and a subform that displays the query. I wanted to add a text box that would display some aggregate information about the query results. Like how many results were returned or what the average is in a column of numbers stuff like that.
If at all possible I was hoping to have the text box display aggregate information of the whole query but when a specific entry in the table is clicked I was hoping to have it show aggregate detailed information about that entry opposed to the whole table. So I am not sure if that changes the solution but I wanted to put it out there.In my searches it looks like Dlookup is the way to go but I have seen a lot of people use Dlookup in very different ways so I might be wrong.
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Mar 11, 2014
I have 3 tables.
One is a list of fishermen with all their info. I used a Code as the primary key.
The 2nd is a fish ticket sheet with fish tickets entered and the code in there as a foreign key in the relationship between the two.
I create a report listing the fish tickets and prices perfectly for the 4 fishermen I have entered fish tickets for. (I have 140 fishermen in the main table)
I added a 3rd table for payments made to the fishermen. There are two payments for 2 of the fishermen.
then, I go into report design view and drag in two of the cells from that 3rd table into my report.
The problem is the report then prints JUST the fish tickets and payments for the two fishermen that have payments...not the info for all 4 fishermen. I need to print out settlements for all the fishermen whether they have payments or not?
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Jan 10, 2014
I have done this before and can't remember how I did it and I can't fogure out how to do it. I have a form with textboxes that are for displaying info to the users. I want to lock them so that users can not click on them or high light the fields. So basically the user can only click on fields I want them to.
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Oct 27, 2014
What could cause certain records to not be searchable when performing a search?
I have created a pretty simple Search Form that I can look up a record by a Job#, Phone#, or Name. It populates a list of record(s) on the bottom pane using a split-form.
The issue that I have recently discovered is that some records are not showing up when searched, though the record does exist. I can find the record by manually going to a record in the database that is close to the one I’m looking for and then using the previous and next record button to view the record I want.
So if a record exist and has the relevant data for the field that is being searched, why would it not find it? Using the default search built into Access on the bottom record bar, I can find the record using the search criteria I mentioned above.
I also have the Search Form set that if no search criteria is entered, it will display ALL records. Even with all the records shown, these few records do not show up.
Could these few records have a feature or setting that is disabled that needs changed? If so, what to look for at this point.
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Dec 16, 2005
Hi all,
First timer here, so please forgive any daftness on my part. I'm a novice to access setting up my first database. This forun has been brilliant and helped me a great deal. However despite lots of searching I've not been able to sort out this problem.
I have a Form (New Client Details) with a primary key (ClientID), bound to a table (Client Details) and a Subform (Episode of Care Subform1) with a primary key (EpisodeofCareID) bound to another table (Episode of Care). They have a Master/Child link e.g. a client can have multiple episodes of care.
Using a search method I found on this forum I have created a search form (Client Search) which searches on First Name, Surname and Date of Birth. The search is operated by a command button (CmdSearch) with results shown in a Listbox (SelectSearchClientInfo). So the list could contain a number of entries for the same client if they have had multiple episodes of care.This works fine, however I also wanted to be able to select from the list and display all details for that selected record on the 'New Client Details' Form. I've used code found on this site but when I run it the form opens but will only display the first record for that particuler client. This is the code I've tried.
Can anyone help me out and show me whay I'm doing wrong?
Dim stDocName As String
Dim stLinkCriteria As String
stDocName = "New Client Details"
stLinkCriteria = "[ClientID]LIKE" & "'*'&" & "'" & Me.[ClientID] & "'" & "&'*'"
DoCmd.OpenForm stDocName, , , stLinkCriteria
DoCmd.OpenForm stDocName, , , "[ClientID] = " & [Forms]![Client Search]![SelectSearchClientInfo], , acDialog
Many Thanks, This is such a good site!!
John
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Feb 23, 2006
Hi, I'm just wondering if it's possible to display the result of a query on a subform which does not have a relationship with any other table.
What I'm doing is creating a search form where a query is built from the users input (through combo boxes and text boxes) of what table, attribute and condition they want to search from. When they press the search button, I want the result to be displayed in a datasheet below the selection criteria
The first thing I thought of using to display information with was a subform, but I think the purpose of having the subform is so that it can be linked with a form. So, is there another control or way of displaying results. The results can come from any table.
Thanks.
sugoi_kat
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Dec 8, 2013
I'm trying to make a search form that makes use of queries that search a table based on what fields I have. How would I go about having the query display all the fields for the record(s) that match the search criteria? This is for Access 2010.
As far as the query is set up, I have several fields with a search criteria, and the others are for displaying the relevant information about the results (since they're not search criteria, I used "Like '*'"). When I ran the query, it doesn't come up with anything - even if the record actually exists in the table with specified criteria.
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Jan 7, 2014
I have two combo boxes. One with the customer and one with the customer contact. These boxes seem to be working fine however, after you select the customer and then the customer contact box updates, it isn't allowing me to choose the contact. Nothing happens when you click.
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Jul 19, 2013
I am using Access 2010 and I want to be able to open a blank email addressed to the contact I am viewing in my Access form. I have been successful in creating a button which opens Outlook, but I don't know what code to put in the 'To' field of the EmailDatabaseObject page so that it picks up the email address of the contact I am looking at.
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Dec 5, 2013
I am trying to add a command button to my main menu to open the contact names as a datasheet, I have changed the properties on the contact names form to datasheet as well as changing the properties on the button to the below:
Private Sub Command48_Click()
DoCmd.OpenForm "Contact Names", acFormDS
End Sub
at first after I saved it, the button did nothing. Now after a bit of playing around (probably not a good idea) I have a new message that states:"The expression On Click you entered as the event property setting produced the following error: Ambiguous name detected: Contacts_Click.To add some additional information, in the vba sheet above the code i wrote above it says:
Option Compare Database
Private Sub Contacts_Click()
DoCmd.OpenForm "Contact Names", acFormDS
End Sub
Private Sub Contacts_Click()
DoCmd.OpenForm "Contact Names", acFormDS
End Sub
should I delete this?
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Jun 18, 2013
I have a query that gets it's data from tblContacts. In this table is a yes/no field for archiving and the query gets only those records with a No in the field. The default is no. Next I have a form based on this query, which I am using to hold a set of command buttons which act on a contact chosen from an unbound list. So far so good but now I would like to add a command that changes the contact's status in the archived field of the table to Yes, so that I can use the form to view/edit, or email, or archive.
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Mar 31, 2015
I want to create a text box within a form that automatically populates a contact number based on a selection from a combo box, also in the same form.
For example, I have a Bidders Table (tblTenders), this form includes information regarding the Tendor like the company name and a main contact within that company and a phone number for that contact.
I've created a separate table for all the contacts called tblContacts. This table holds all the contact information for each contact. I have a simple form called frmTenders that asks the user to input the Customer (which is the company who are bidding) and the Main Contact, which is a combo box to select the main contact from tblContacts. Below that combo box is a text box called 'Contact Number' - I want this box to display the contact number for the main contact automatically when a main contact is selected from the combo box.
The contact number text box isn't storing that information in any tables etc. It's just for viewing purposes when we need to make a call to that specific tender.
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