Yes/No Check box on FORM

[blue_echo]

Hi, noob here.



I have a form I'm using in access to "work" off of. As I work the list of customers I'm wanting to mark them (yes/no check box) on the form so that I don't work them again. I have 3 different ways I can work them; employer lien, bank lien, or sent intent letter.

Is it possible to have the customer's I've marked thrown into another table to be worked again later and taken off the current form?

in my customer's table I have a field for each of these options and after placing a check box on the form it won't allow me to check it. I also tried adding the field itself to the form but that also is not working?


Any help would be appreciated!

[pbaldy]

Reports are read-only, intended to "present" data, not work with it. Would using a form work for you? Alternatively, you can code something on a report (in Report view, not Preview) to update the underlying data and requery the report.

[blue_echo]

Yes, a form could work. So then how would I go about setting the check boxes on the form to represent I've worked them already?

Essentially, I have multiple staff members that will be working this and don't want someone to take the same collection action against a single customer.

Am I correct to have the collection action fields present in the table?

[pbaldy]

I would be more likely to have a related table, where each time I took an action it would add a record to this table. That gives you history, and you could use the date of the last action to trigger the next.