Tables :: Setting Up History Table For Contacts And Companies
May 15, 2013
I need setting up a history table for contacts and the companies that they are associated with. I am sure this will be obvious to some of you database veterans but I am fairly new to Access and I can't seem to figure out the best way to accomplish what I am trying to do.
Here is what I need to do:
When a contact's employment status changes, I need to change the contact's current company association but somehow maintain his or her association with the previous company so that s/he can still be associated with past projects.
So, in my contacts table (TBLContacts), I have a foreign key field "CompanyFK" that links to my companies table (TBLCompaniesPK). There is a one to many relationship between TBLCompanies and TBLContacts.
I want the CompanyFK field to be the current company but somehow link the person with past companies too so that the project directories and subforms will continue to show the contact's association with the parent company.
Maybe I don't need a history table but something else?
I have a similar problem with companies that change name, too. How to deal with takeovers, name changes, mergers, etc.
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Jan 9, 2013
I have researched the 'party' data model but it is a bit too complex for what I'm seeking. For those familiar with it, I don't really need the intermediary relationship from-to tables.
I'm interested in ideas about setting up a data structure that will allow users to search contacts or select contacts in dropdowns regardless if the contact type is a person or an organization.
Obviously the fields needed for both are different and the biggest issue is the name field because the person contacts are
The way I am accomplishing it now is writing the company name, or "first name " & "last name" for a person, to kind of a bridge table when a new record is inserted into the person table or the organization table...kind of inefficient.
Is this a relationship thing or should I just write a function to create a temporary recordset when needed?
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Sep 24, 2012
I have a contacts database and I am trying to set the relationship between the contacts table and the locality table. The contacts table has a LocalityID field that is a long integer and the Locality table has an autonumber as the PK. When I drag the LocalityID on one table to the other LocalityID I get the Can't create this relationship. When I look at the Edit Relationship dialog box the primary table is the Locality table not the Contacts table. I want set up a lookup on the contacts form that relates to locality.
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Apr 29, 2014
Ok, I have 3 tables. One lists a contact in conjunction with the branch of the company and the trips that contact takes. The second lists a contact in conjunction with the branch of the company and which team they work with (may work with many). The third should list their email address and their phone number. Is it possible to pull the contact name and branch of company from tables 1 and 2 into 3 automatically, such that all I have to input into table 3 is additional contact information? If that is possible, is it also possible to only pull each contact/branch of company pairing once (I don't want four entries for Joe Shmoe/Sales, even if he's taken 4 trips)?
Table 1
Branch of Company
Trip Dates
Trip Location
Contact
Sales
4/1/14-4/12/14
Chicago
Joe Shmoe
HR
6/2/13-6/4/13
New York
Jane Doe
Table 2
Branch of Company
Company Team
Contact
Sales
Blue Devils
John Deere
Sales
Jets
John Deere
Sales
Jets
Joe Shmoe
HR
Sharks
Jane Doe
Table 3Contact
Branch of Company
Email
Phone
Jane Doe
HR
jane.doe@company.com
800-555-1234
Joe Shmoe
Sales
joe.shmoe@company.com
800-555-1235
John Deere
Sales
john.deere@company.com
800-555-1236
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Feb 14, 2014
I have a table of companies, with fields that contain data for 2008, 2009, 2010, etc.
I'd like to design a query that allows the user to define on a form the field, or the year, they want to query. (by text string or some other way, I am good enough with the VBA that I can figure this part out once the beginning part is figured out)
I want 2009 data, I type in 2009 and get 2009 data from a table with many years' worth of data. But I only need one query for all the years.
I notice that this is easy with reports, just use SQL in the the wherecondition, argument, but I can't find the equivalent for queries. I tried putting the text field from the form in the SQL in the query, but could not get that to work.
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Nov 30, 2012
Access 2010..One organization that we work with provides us with a block of numbers for each of the two types of contract products we order from them; we do order non-contract stuff from them also.The block of numbers are the same (i.e. 20000 to 30000 this year) for each of the two products. This means that each product can have the number 20000, for example. We call this the Tracking Number. If it is one of these products, we need to select the Contract Number.
For all other one off orders we have with them, we assign our own Tracking Number starting with 00001. This Tracking Number cannot duplicate unless it is one of the aforementioned two products.Both the Tracking Number and Contract Number are in the same table. The user selects the Contract Number from a form (connected to the Contract Number table that has all the details on the contract) and the Contract Number is populated in the same table that has the Tracking Number.Each order must have a Tracking Number (no null)..Not all orders need a Contract Number (null okay).The Tracking Number and Contract Number combination cannot duplicate.I tried setting the primary keys to more than one field in the table, but they cannot have null values.
If not... I have been working on Plan B.... an AfterUpdate on the form (either the form or a field... don't know yet) that looks at a query that only has results if there are duplicate values.
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May 17, 2013
In a simple Access 2003 database that has two table. A contacts table and a Report table.
I would like to be able to prevent the deletion of any contact that is still being used in the Reports table. The problem is that they are in a backend of a linked database. So the enforce referential integrity doesn't work. Plus I don't think I would like it anyway as it seems kind of dangerous to the reports table.
Is this possible to do what I need through the use of form coding?
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Jul 9, 2014
I have a form with a sub form. when a record is choosen in a combo box the sub form is filled out with a record.
what I am trying to do is have a button that will copy that record to a history table then delete it off the the main table.
I cheated by using the wizard to get the code to delete the record but I am having troubles modifying the code to copy that record to the history table. Here is the code below. I have tried to insert code in several places but it just errors out.
'------------------------------------------------------------
' Master_tbl_sub_fm
'
'------------------------------------------------------------
Function Master_tbl_sub_fm()
On Error GoTo Master_tbl_sub_fm_Err
With CodeContextObject
On Error Resume Next
[Code] ....
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Sep 8, 2014
I have a parent table (tblLabels) and a child table (tblRevision) where the revision history for the parent table is kept.
The parent table is populated via an excel import and may have several records imported at once. Instead of having the user manually enter a new record note in the child table for each record imported into the parent table, I've created a form that collects the necessary data (date, person who added the record, person who authorized the record, and notes) and then creates a revision history for each new record.
This is what I have so far:
Code:
Private Sub cmdAddNotes_Click()
Dim strSQL As String
Dim RevisionDate As String
Dim RevisionRevisedBy As String
Dim RevisionDesc As String
[Code] ....
When I run the code nothing happens. No error, no new records create, etc. My suspicion is that I may need to use an INSERT INTO query instead of an UPDATE query, but I'm not sure how to go about matching up the foreign keys if that's the case.
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Dec 19, 2006
my custom have a big table in the outlook, in the contacts.
in the outlook table that possible to insert also the birthday.
my custom want to send mail day-before the birthday to wish.
I want to do it with access, to link the table to the contcts and send mail if the birthday is tomorrow.
but when I try to connect to the contacts in the outlook, i get the fileds:
first name
last name
email
....
but no the birthday and the anniversary
(the table design attach)
how can I use this filed in access?
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Aug 20, 2005
Hello All,
At work we have a large and messy Contacts list so I decided to set one up using a database.
At present I have 3 tables:-
Companies (custID,companyname,address,etc)
People (nameID,firstname,middlename,lastname,custID)
Phones (phoneID,phonetype,areacode,number,?????)
My problem is this, Some of the phone nos belong to the individuals
and some belong to the company. If a person is replaced at a company I need to reasign the company phone nos to the new person whilst retaining the individuals and their personal phone nos. If a company is deleted I need to delete only the company phone nos. and if a person moves within the company I want the company nos to reasign to the new replacement but keep the personal nos of the individual. Now I see its going to be more complex than I thought.
Can anyone help me with the table layout and links. (nb this is only a simple database relating a person to a company without using departments etc.)
Its main use is to provide phone nos names and addresses quickly.
Many Thanks
Peter
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Feb 14, 2006
My 2nd post, and I am very new to DB and Access. I have a problem that I want to get help on. I want to set up a main form that is used to enter and delete all data for my table. I wish to add either a button or to make it automatically happen when a record is deleted, that it is first copied to a separate table with the same fields, except it also has a closed date that would be the date that the record was copied over. I know zilch about VB, VBA or any other language other than AutoIt, so assume I am what I am, an ignorant beginner.
I did look into the event somethihng like upondeletion or something... while trying to find help on this in the access and VBA parts of Office, but I do not know how to utilize the event with Basic or SQL, which I know none of either.
Any help or examples are very much appreciated.
**EDIT**
I do not require all fields to be recorded to the secondary DB (History), so if someone can just give me an example of how I would move two fields to a separate DB, I can hopefully learn enough from it to do more.
Thanks a Bunch!
EXAMPLE**
Current Loans (Table 1):
CustomerID
Name
Address
City
State
Phone
Customer History (Table 2):
CustomerID
Name
Phone
That gives an example to help understand what I need. I want to store the CustomerID, Name and Phone values of the record being deleted, to the History Table, which I am using as a closed account table for later look up.
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Mar 7, 2005
Hello.
I'm building a history table to keep track of some changes that occur on one of my forms.
Here is what I'm using to build my history table:
Dim rs As DAO.Recordset
Set rs = CurrentDb.OpenRecordset("tblDateCycleTestingChanges", dbOpenDynaset)
With rs
.AddNew
![CycleTestingDatesID] = Me.CycleTestingDatesID.Value
![Changed] = Now()
![ClientID] = Me.ClientID.Value
![ProjectID] = Me.ProjectID.Value
![TaskID] = Me.TaskID.Value
![TaskStartDt] = Me.TaskStartDt.Value
![TaskEndDt] = Me.TaskEndDt.Value
.Update
End With
Set rs = Nothing
End If
I have 2 questions:
1. I'm not sure where to insert this event. I'm thinking on Before_Update on the updated field? (I don't want to put it into Before_Update for a form event as I have other things that are being filled out/changed and I only want to keep track if certain fields on the forms are updated/changed.
2. I would also like to keep track of Old and New values for those specific fields. Is that at all possible?
Thanks.
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Sep 26, 2006
Hi, I'm new to the forum.
I would like to know how to create a history table that will copy information from a field called "Status" on my form just in case I inadverently erase old information from that field without me being aware of it with my keyboard keys etc. In others words when I'm am interrupted by someone and I didn't notice I had erase the information by mistake and closed out the form and realized when I go back into it, my old information have been erased and I don't have that information documented anywhere else to re-enter that old information into the Status section on my form.
Thanks.
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Oct 22, 2007
Dear All,
I have a MAIN table which stores the most recent info of a record with
following details:
Unique_Ref_Num|Status|Dept
1 |6 | 1
and a second table called history which records changes in the main table
HistoryID | Status | DateStamp
1 | 1 | #22/10/2007 09:00#
1 | 2 | #22/10/2007 09:01#
2 | 1 | #22/10/2007 09:05#
2 | 2 | #22/10/2007 09:06#
1 | 2 | #22/10/2007 11:00#
2 | 3 | #22/10/2007 15:00#
1 | 3 | #22/10/2007 16:00#
2 | 2 | #22/10/2007 16:10#
Where Status 1 = Open, 2 = Allocated and 3 = Closed.
----------------------------------------------------------------------------------------------
I want to get the count of number of queries which are not closed
(outstanding) at any point in time.
Example: (with a time parameter)
Input | Result
22/10/2007 17:00 | 1
22/10/2007 16:05 | 0
22/10/2007 14:00 | 2
I want to achieve this with just 1 query (not by using one query within the
other) b,coz I want to further use this query from Excel VBA (write through
Excel VBA and not store the query within Access)
Any help will be greatly appreciated
--
Many Thanks
Baapi
:confused:
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Jun 10, 2007
Hello!
I am trying to update the current status of an asset, when it was returned or checked out. At the same time, save the changes in a history table to record all the changes in past. I can do individually from different tables and different forms, but I would like to do from one form and one record entry. Is it possible? If so can anybody help?
Thanks
JVirk
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Oct 27, 2006
I'm struggling with a table design. My problem is how do I keep the history for one sports franchise no matter how many times they move or change their name? I want individual team info as well as franchise team info.
i.e.
Team #1 Brooklyn Dodgers has many transactions
Brooklyn moves to LA
Team #2 is Los Angeles and they have many transactions
etc, etc.
How would I build my tables if I wanted to write SQL statements to give me all transacation from the entire franchise? I only need help with the teams. I already have a junction for the transactions.
ie All Transactions for all teams who started with Brooklyn. This will grow to 5-6 teams eventually.
My initial idea was a self join in the teams table
Code:tblTeamsTeamID PKTeamNameHistoricalTeamID
TeamID = 1
TeamName = Brooklyn
HistoricalTeam ID = 1
TeamID = 2
TeamName = LA
Historical Team ID = 1
etc.
I hope this makes sense. Any suggestions?
Thanks
Rob
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May 18, 2015
I have form1 that has the current commodity When i need to change the commodity I want the following to happen when they click a button: open the commodity change formthat form has a drop down to select a new commodity and a date of commodity change date fieldWhen the user submits it will move existing value to history along with the Date of change (separate table)Next it will take the value in the new commodity box and make it the current commodity
My thinking is that when i click the button to open the change form I can save the commodity at that time but I wont have the date yet. Just not sure of they best way to go about this.
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Jul 11, 2005
Today is one of those days where I can't seem to wrap my head around anything, so here goes.
I have a database where the contact information is linked to an agency name via a third table which has the contact ID# and agency ID#, and nothing else.
In a fourth table there is a list of programs with three contacts associated with each program, for simplicity sake let's just say contact1, contact2 and contact3.
I am trying to create a select query which will link (via relationships) the programs, which are associated with an agency, to the contacts table via the agency/contact join table. I am getting a complete listing of the programs and their contacts, however it is coming out like:
Program Name Contact1 Contact1 Contact1
Program Name Contact2 Contact2 Contact2
etc.
I have the query set up as follows:
Program name, Contact1, Contact2, Contact3
If you need more information let me know.
Keith
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Nov 16, 2013
I have a numeric field (long integer) in a table. I've set the format to fixed. No matter what I set the decimal places to, auto, 0 or 2, when I enter a value of 0.71, it displays as 1.00
In my form, I've also set the field property to fixed, but it displays the value as 1.
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Jan 20, 2014
I have a table that deals with current data (as in member rentals of items). The normalized tables that we have been given include a rental history table. The idea is that, when the member has returned the product a history entry is made in the completed rental table.
I wish to have a button which is clicked to triggers this event. Would I program a macro to do this? In other words, would I create an event that passes those values to the relevant fields in the other table (Name, date issued, return date etc)?
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Jan 24, 2012
I would like to design and build a database that can match one to one meetings between companies with specific time slots.
For example, we have two sets of people: buyers and sellers. A buyer could specify which sellers they would be interested in meeting. The database would then work out which buyers could meet with which sellers, and when.
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Dec 10, 2013
I have 5 tables and 2 forms. The primary form is what I input all the information into (Tracking) and the other form is to update employee information (update form).
The "Tracking" form is where I add information to 4 of the 5 tables. Here is where I'm stumbling. Would it be more practical to just have 1 table and just expand the fields, or have the form put the information into the separate tables. Those 4 tables are Employee, phone, spotter and radio.
I'm wanting to keep a running tally of who doesn't turn in what equipment on what day.
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Mar 4, 2007
I am confusing myself more and more as i read on normalization and queries and everything else. I am trying to create a database for parts that our company sells and am having trouble deciding how to lay out the tables. I figure I should use the part number for the primary key as it will not repeat. from there though, i have a problem, each type of part has different fields nessesscary to decribe its attributes. for example, one part number may be for a box and its describing fields might be brand, width, length,load rating, and height. but another part number might be for a circuit breaker which would have completley different describing fields like brand, amperage rating, voltage rating, connection type, and trip type. Should i create 1 table for everything even though many fields would be blank depending on which type of item it was or should i create seperate table for each type of item with only the required fields to decribe that item?
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Apr 18, 2006
Dear all,
i have having such trouble setting up some tables in a new db, and am wondering if someone could give me some tips as I really don't know what I'm doing (I am new to this).
I have one main table, called Client Information. The PK is CaseNumber. I also have 11 other tables. The PK in each of these is called things like CasedetailsID, witnessinfoID, etc. Each of these tables contains the CaseNumber field (supposed to be from the Client Information table). The Client Information table contains the PK from each of the other tables.
The way I have the relationships set up at the moment is that the Client Information Table is linked to each of the other tables via the fields called casedetailsID, witnessinfoID, casetypeID, etc. The relationships are all one to many (the 'many' side being on the Client Info table, the 'one' side being on the related tables). There is obviously something incorrect about the way I have the tables set up, however, as when I try to enter data into the form, although the data gets stored in the individual tables, none of my queries or reports seem to be working (ie, I try to run a report, but it doesn't show any data).
any tips or advice regarding a good way to go about setting up tables and relationships would be very much appreciated.
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Aug 7, 2006
I have an Access 2000 database with several tables in it. Against each field in each table I would like to set every REQUIRED and INDEXED value to NO. Is there a way I can do this using VBA?
If it helps, one of the tables has 2 fields in it named TABLE NAME and FIELD NAME with every field against every table listed.
Any help most appreciated.
Dalien51
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