Hi Everyone,
I'm new to this forum and i would really appreciate some of your expertise. I'm intermediate level access except in forms. So I built this form/subform based off two tables (loans and policy_file, 1 to many, respectively) See attached image of form. The form table (Loans) has one record per loan. The subform table (Policy_File) has multiple records (policies) per loan number. The form works fine and they're updating the records and selecting a status once they work the record.
Now i'm replicating that form/subform to use it as a review form for the records already worked. Once reviewed, the reviewer selects his initials from drop down, clicks the review button.
- Subform needs to only show policies marked with one of five completion codes (Complete - Refund Issued, No Refund Due - Complete, Loan PIF – New coverage amount higher, and so on).
- Some loans may have only 4 policies completed out of 5 so we only want to display the 4 policies since policy 5 still needs to be worked.
- Reviewed by drop down in the attached image will be pulling from the User_Name table.
- "Reviewed" Button on image can only be enabled if the reviewer has selected his initials from drop down. On click, the button will populate the Reviewed by field in the Policy_File table (subform), save the records, and move to the next sequential record (next loan).
- I have also attached an image of the table relations
Relationships.zip
changes 9.5.15forum.zip
Please help! I must complete this during the weekend so that it can be ready first thing tuesday am. Thanks in advance for your assistance. This is greatly appretiated.