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Help with Access , VB.. Tracking tool

1
Hey All,

I am new to the forums. Have been reading a bit here on some very useful tips and tutorials here. I am familiar with the basics of Access (tables , queries, forms,) but am such a newb at macros and the VB side of the application.

I have been put to the task of building a tool in which will validate when one user has transferred an clients casefile to another user. as this is a windows NT environment i am using the NT usernames for validation.

In the form you have the clients name which has their current caseworker and their new caseworker which show up in two seperate boxes beneath the clients name.

I have implemented a vb script that pulls the user name of the person accessing the form. To confirm that the case file has been released from the previous caseworker they will enter in their NT ID. The same for the new caseworker. Being that the caseworkers are not trusted i only want them to be able to update the field that is under their name. (sort of so they cant just go and enter the nt username of the other user to validate that they received it)

This is the reason for the initial script that i was talking about earlier
now to get to the point
id like to build a script that validates the user of the form with the username that was entered in the field if the username does not match what the initial script pulled then error message... if it does then it updates in table..also if no data is present it ignores that field (for the new casworkers file).

second part of this question is how do i get it to bring up the previous entry from the table associated with the form

for example (CW = Caseworker and CL-Client)
CW-A transfers casefile. goes to form types in CL-A(generated by query) enters CW-A NT login name in designated field as verification then clicks save(saves in table assoc with form)(username validated by script). CW-B receives casefile goes into same tool Type in CL-A goes into form and under his section enters NT login name then clicks save(updates record that was entered by CW-A) (username validated by script)

is this possible ? or do i need another form for the receiving CW to make this easier? ( which would include switchboard i beleive)

I am sorry this is so long but i am trying to be as descriptive as possible as it is baffling me ... LOL

Thanking you in advance
Mar 26 '07 #1
1 2545
nico5038
3,080 Expert 2GB
OK, let's start with your main task:
"I have been put to the task of building a tool in which will validate when one user has transferred an clients casefile to another user."

When processing records it's easy to record the caseworker that created or last updated the record.
Just add a field "InsertedBy" and "LastUpdatedBy". (YOu can even add a datetimestamp for either).
In the form you set the "InsertedBy" field's Default value to:
=environ("username")
Now each inserted row will automatically get the NT userID.

For the "LastUpdatedBy" you need to have a [Save] button with the code:

IF Me.Dirty then
' test for changes on form before recording
me.LastUpdatedBy = environ("username")
endif

Getting the idea ?

Nic;o)
Mar 27 '07 #2

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