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Setting reminders in Access 2003

P: 9
Hello,

I have been giving a big task to add some additional features to the Access DB at work. I am not the one who originally created the DB, which makes it harder. I am familiar with access but for what is being asked of me I believe requires programming. I have all the tables, forms I need but donít know how to put the programming part together. If it does require programming please be patient with me I will try my best.
I will try to explain as best as I can what features need to be added to the DB. There are three features that I need to add.
Currently on the main form [PT_Details], record source is {QryPatientDetails], a user can see all the information in regards to a patient.

On the main for [PT_Details] I have a combo box [cboFollowUp], created from [TblActivity] that lists activities such as (Medical Review, Appointment, etc.). When a user selects an option from the combo box I would like the combo box selection and the following fields (AcctNumber, PTname, Phone#, PTbalance) which are the main form to be copied to form [Frm_FollowUp_Activities].

Now this is where it gets confusing, maybe thereís another way to simplify the process. Once a selection from the combo box is selected, I would like form [Frm_FollowUp_Activities] to pop up. This form is created from table [Tbl_FolowUp_Activities]. The form contains the following fields.
ACCT#,
PT_Name,
Phone_#,
PT_Balance,
ActivityDate (if selected today, it would populate with todayís date)
Follow_Up_Date (date selected from calendar)
Activity (selection from combo box)
Notes (a field to add notes, 255 characters max)
Complete (yes/no field not displayed, to be used later on another form)

I would like the fields from the main form [PT_Details] to populate the appropriate fields on the [Frm_FollowUp_Activities]. On this form I added the MSCAL.Calendar.7 which is called [Calendar7]. Once a date is selected from the calendar I would like for it to populate the [Follow_Up_Date] field on the form. Once the user have selected a date and added a few notes, I would like for them to click on the save button and have everything copied to [Tbl_FolowUp_Activities] and the form closes. If a user needs to add more than one activity to an account then they would repeat the process again. I really hope this makes sense. When I think about it sometimes it confuses me.

Before I mention the other features I think I should try to get this solved first before I do anything else. Any help would be greatly, tremendously appreciated.

Thank you for your time,

LostBoy
Nov 20 '06 #1
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P: 9
Hello,

I have been giving a big task to add some additional features to the Access DB at work. I am not the one who originally created the DB, which makes it harder. I am familiar with access but for what is being asked of me I believe requires programming. I have all the tables, forms I need but donít know how to put the programming part together. If it does require programming please be patient with me I will try my best.
I will try to explain as best as I can what features need to be added to the DB. There are three features that I need to add.
Currently on the main form [PT_Details], record source is {QryPatientDetails], a user can see all the information in regards to a patient.

On the main for [PT_Details] I have a combo box [cboFollowUp], created from [TblActivity] that lists activities such as (Medical Review, Appointment, etc.). When a user selects an option from the combo box I would like the combo box selection and the following fields (AcctNumber, PTname, Phone#, PTbalance) which are the main form to be copied to form [Frm_FollowUp_Activities].

Now this is where it gets confusing, maybe thereís another way to simplify the process. Once a selection from the combo box is selected, I would like form [Frm_FollowUp_Activities] to pop up. This form is created from table [Tbl_FolowUp_Activities]. The form contains the following fields.
ACCT#,
PT_Name,
Phone_#,
PT_Balance,
ActivityDate (if selected today, it would populate with todayís date)
Follow_Up_Date (date selected from calendar)
Activity (selection from combo box)
Notes (a field to add notes, 255 characters max)
Complete (yes/no field not displayed, to be used later on another form)

I would like the fields from the main form [PT_Details] to populate the appropriate fields on the [Frm_FollowUp_Activities]. On this form I added the MSCAL.Calendar.7 which is called [Calendar7]. Once a date is selected from the calendar I would like for it to populate the [Follow_Up_Date] field on the form. Once the user have selected a date and added a few notes, I would like for them to click on the save button and have everything copied to [Tbl_FolowUp_Activities] and the form closes. If a user needs to add more than one activity to an account then they would repeat the process again. I really hope this makes sense. When I think about it sometimes it confuses me.

Before I mention the other features I think I should try to get this solved first before I do anything else. Any help would be greatly, tremendously appreciated.

Thank you for your time,

LostBoy
Can anyone give me some advice on this?
Nov 21 '06 #2

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