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  1. #1
    Join Date
    Mar 2011
    Posts
    6

    How do you copy a specific record from one table to another on a form?

    I have a table called All Leads
    I also have another table called qualified which is exactly the same but with 0 records in



    I have a form that lets me go through the records of All Leads.
    I also have a form that lets me go through all of the records from Qualified table

    When i get to a specific record I want to be able to press a button or check an option button that will move that record displayed (and only that 1 record) on the form to the Qualified table.

    Essentially i have a list of 15000 records that i need to filter between 4 catagories. I want to be able to scroll through each of these catagories on a seperate form...

    Help!

  2. #2
    pbaldy's Avatar
    pbaldy is offline Who is John Galt?
    Windows XP Access 2007
    Join Date
    Feb 2010
    Location
    Nevada, USA
    Posts
    22,521
    Personally I would probably not have different tables. I'd have "status" field that I'd change from "Lead" to "Qualified" (or whatever is appropriate). That would let you view any or all from the same form. If you want to keep the multiple tables, you'd have to run an append query and then a delete query.
    Paul (wino moderator)
    MS Access MVP 2007-2019
    www.BaldyWeb.com

  3. #3
    Join Date
    Mar 2011
    Posts
    6
    I have come to this conclusion.... Thanks.

    I have now set up a "catagory" field and have a dropdown box with 6 different headings. Leads, Hold, Qualified, Meeting, Account & Delete. The defualt value is Lead

    How can I set up different forms so that i can view each catagory independently?

    So far all i have managed to do is use a filter to view only, for example Hold.

    Ideally i want to be able from the switchboard go to different forms for each 6......

    How can i set a for to only display certain records... e.g. on Hold form, only to view records marked as hold?

  4. #4
    pbaldy's Avatar
    pbaldy is offline Who is John Galt?
    Windows XP Access 2007
    Join Date
    Feb 2010
    Location
    Nevada, USA
    Posts
    22,521
    I would only use one form, filtered as desired. If you want separate forms, you can base each on a query that includes a criteria on that field. With one form, you can open it filtered like this:

    BaldyWeb wherecondition

    You can hard code it if you want to use a button for each status:

    DoCmd.OpenForm "SecondFormName", , , "Category = 'Hold'"
    Paul (wino moderator)
    MS Access MVP 2007-2019
    www.BaldyWeb.com

Please reply to this thread with any new information or opinions.

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