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  1. #1
    MustbeAweful is offline Novice
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    Add a document/image in an updated client form

    Good day,

    Though a novice, I have created a searchable client database - for over 600 people so far - that involves updates. These updates involve a date, a note, maybe a type of update, and an option to highlight. But what I'd really like to add to it is the option of hyperlinking to a document or image in a folder dedicated to client information.

    To be more illustrative, here is the client update section of a client's details:
    Attachment 52902

    At the right-most column of the continuous form, there is a DOCUMENTS section with a "+" button.
    I would like to be able to be able to click on the "+" button, and have a pop up to select a document/image from a particular file.


    Once selected, I would like the selected to appear as a hyperlinked number in that, when you click it, it opens the document/image external to the database.
    If a mistake is made, or the document/image is no longer relevant, I would like the hyperlinked number to be easily deleted by simply backspacing over the number as if it were regular text.

    Attachment 52901

    Is this something that's feasible? If it is, it's currently well outside of my expertise. How would I accomplish this?


    Thank you for any help you guys can give me,

    - Kelly

  2. #2
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    I do not know what you did to get those attachment links, but they do not work.
    You need to add via the Manage Attachments button in full edit mode.

    Whilst you can easily hyperlink to a file, I am not sure how you can do that to an image in a file? That image would need to be a file in it's own right I believe?
    Please use # icon on toolbar when posting code snippets.
    Cross Posting: https://www.excelguru.ca/content.php?184
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  3. #3
    MustbeAweful is offline Novice
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    Ah, that image is an artists rendition of what I'd like it to look like that I made quickly on MS Paint. It is not real. But I'd like to make it real.

    My understanding is that the risk of using Manage Attachment is that it would greatly slow down the speed of the database itself. A way around that, when it comes to images, is to use external references. In case my noviceness isn't making any sense right now, this is what I mean:
    https://www.youtube.com/watch?v=ZOTuvZCxRTg

    Hope this has helped clear things up somewhat.

  4. #4
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    Hi
    The attached is one way of managing attachments
    Attached Files Attached Files

  5. #5
    June7's Avatar
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    "Manage Attachment" is a reference to this forum's method to embed images in a post or attach files. You access it with the "Go Advanced" post editor button below edit window. Has nothing to do with Access database attachments.

    Neither of your posted links works.

    As far as opening a file via hyperlink, options are a Hyperlink field or a Text field and VBA using FollowHyperlink.

    Review:
    http://allenbrowne.com/casu-09.html
    http://allenbrowne.com/func-GoHyperlink.html

    Another option would use Shell commands.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  6. #6
    MustbeAweful is offline Novice
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    Quote Originally Posted by MustbeAweful View Post
    :

    Click image for larger version. 

Name:	Client Update pic.jpg 
Views:	51 
Size:	58.7 KB 
ID:	52904

    Quote Originally Posted by MustbeAweful View Post
    :

    Click image for larger version. 

Name:	Document Link pic.jpg 
Views:	50 
Size:	3.2 KB 
ID:	52905

    Sorry 'bout that. Didn't clue in.

  7. #7
    June7's Avatar
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    With form setting as Datasheet view, your "1, 2, 3" choice could be made from a combobox dropdown and use VBA to open appropriate file. Otherwise, each option would have to be in a separate textbox. Textbox can be designed to act like Hyperlink without VBA and even look like a button. Datasheet view will not display button controls.

    Form in Continuous or Single view has more design flexibility.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  8. #8
    moke123's Avatar
    moke123 is offline Me.Dirty=True
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    But what I'd really like to add to it is the option of hyperlinking to a document or image in a folder dedicated to client information.
    Is that folder dedicated to one client or all clients? I ask because I'm not a fan of storing file paths in tables. If a file gets moved, deleted, re-named, etc. it will screw things up.

    What I normally do is create a client folder whenever a new client is added. I then store any files related to that client in that folder and use VBA to list the files.
    If a file is renamed , deleted, etc. the list will always reflect what's in the folder.

    Here's a quick example. (Note that any files added with the get file button will copy the file to the folder as opposed to moving the file)
    Attached Files Attached Files
    Last edited by moke123; 04-02-2025 at 01:59 PM.
    If this helped, please click the star * at the bottom left and add to my reputation- Thanks

  9. #9
    MustbeAweful is offline Novice
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    Thank you all for helping me. And forgive me if it takes me a while to respond... I am a busy lady.

  10. #10
    MustbeAweful is offline Novice
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    Database.zip

    Good day all,

    One of you lovely guys has asked me to attach a blank version of my database to have a look at it.

    Here's a blank version of my baby (that is a little bit odd-looking after its duplication):

    ClientDatabaseDummy.zip

  11. #11
    June7's Avatar
    June7 is offline VIP
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    Doesn't look like you implemented anything suggested.

    A "popup" can be another form or an InputBox programmed in VBA.

    Recommend removing spaces and punctuation/special characters (underscore only exception) from naming convention.

    Some dummy data might have been helpful.
    What is MainMenuT table used for?
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  12. #12
    MustbeAweful is offline Novice
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    Quote Originally Posted by June7 View Post
    Doesn't look like you implemented anything suggested.
    Admittedly, I'm simply showing you what I'm working with presently, without trying any of your methods.

    I think MainMenuT was something that going to be a calendar-like update for the Main Menu Form, but I abandoned it and proceeded to forget about it.

    I'll show it again with some dummy data.

  13. #13
    June7's Avatar
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    And why have you not incorporated a suggested approach? Which one appeals to you?

    I am not really understanding your 1, 2, 3 concept. If each record holds one image path, wouldn't you just open that?
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  14. #14
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    Hi

    See the attached example of how to attach a file and also View the file that has been attached.

    I modified the Form that opens at startup to show you the example in the Subform for the Updates.
    Attached Files Attached Files

  15. #15
    MustbeAweful is offline Novice
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    I'm trying

    Good day all,

    Mike, I tried to use one of your suggestions, but I didn't get very far. Admittedly, a lot of what you guys are suggesting is going over my head because I'm so novice.

    I thought having a dedicated file for this client database would simplify the coding a bit, in that you can code for a particular file every time, rather than having to select that file manually. I couldn't understand what I was doing wrong with sAction. As I thought I only had to =Open or ="Open" or whatnot, but it seems to not like that. I've tried to attach opening the external file through InputExternalDataBttn_Click. I thought I could *maybe* create a command that makes an output in ClientPhotoUpdate that is either a hyperlink text, or an image - something that is easily clicked on that results in opening the document/image. From there, come up with a mode of deletion. Maybe I should put a warning of "are you sure you want to delete this?" Haven't gotten that far in my thinking.

    Lastly, I thought I'd add some fake information to help with the process a bit.


    ClientDatabaseDummy.zip

    Okay. From here, how do I get started?


    Any information would be greatly appreciated,

    - Kelly

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