First Time Using Access... Need some help!

[Nordic]

Hi all!

As the title states, This is my first time using Access. (I have Access 2016) I started using it to build a tracker for work, and have made some progress after watching youtube and google searches. That said, I have not found (or can't understand) the answers I need for the below items.

The below picture is a screenshot of my project. Basically, My team will be using this to send me their pricing requests, while it's also tracking them on the back-end.


Now that I have the form and table built, I've run into two main issues:

• When it sends an email, it's sending ALL the records, not just the record they are submitting. I only want the single record to be sent to me, with any attachments. (So I'd imagine a PDF will not work) I read online that a report would be better for this, so I created a report.. but it's still pulling all the records, not the one they are submitting.

• Secondly, I only want them to have access to the Form, NOT the tables. I tried playing around with saving the file differently, and splitting the database, but I'm not sure if I am doing it properly, or if these are viable ways to accomplish this task.

Any help on these two areas would be tremendous!! keep in mind, I literally just learned access two days ago, so I literally couldn't be any more "green".

Lastly, I can attach the file if you need to see my work so far. Just let me know.

Thank you in advance all!

Best,
Chris

[aytee111]

When you create a report it has a record source - either a table or a query. When you create the report set its filter to the ID of the record on the form, or in the report's record source use the form field as a criteria. Maybe above your head!

There are options that you can set to shut off the database (under Current Database). Make sure you don't set them in your copy of the database. You can save the database as an accde and set the options there.

[Nordic]

I am following what you are saying, I just don't know how to do it/where to find those options.

also, when I try to do a "save as" I only have one option.. Am I doing something wrong here?

[aytee111]

In Access 2010 it was called Save & Publish, not sure what it is in 2016.

Go to File > Options > Current Database - or maybe that has changed in 2016!

[Micron]

N.B. if you are storing attachments in your table(s) you may find that either it gets very slow relatively quickly, or worse, so over-bloated that it bogs down due to file size as opposed to the amount of data you actually have stored in it. If those attachments are high res images, you might even exceed the max limit for a table size before too long. Usually, it's best to create and use hyperlinks to files instead (an image can still be shown, it's just not stored in the db).

I might also be seeing
- use of a memo field - do not try to link it to any other table field
- free form data entry for things like account/company data; a sure way to 'lose' data when looking for a record for SAMSON when it was entered as SAMSUN.
I think you made the all too common classic mistake of making a form or report instead of a query that produces the correct results first? If you cannot edit data in a query for a form whose purpose is to allow edits, or cannot get the correct data back with that query, it's no good. The form/report is the cart - one needs to put the horse first.