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  1. #16
    June7's Avatar
    June7 is offline VIP
    Windows 10 Access 2010 32bit
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    So if every chart review must have a full set of category/objectives, consider:

    tblReviews
    Review_PK
    Client_FK
    Staff_FK
    ReviewDate

    tblCategoryObjectives
    CatObj_PK
    Cat_FK
    Obj_FK

    tblReviewDetails
    Review_FK
    CatObj_FK
    Response

    Lookup tables for clients, staff, categories, objectives, responses in addition to the above.

    One approach is to batch create tblReviewDetails set when review record is created. Then staff just needs to enter responses. In VBA, like:
    Code:
    CurrentDb.Execute "INSERT INTO tblReviewDetails(Review_FK, CatObj_FK) SELECT " & Me.tbxReview_PK & ", CatObj_PK FROM tblCategoryObjectives"
    Or you can do cascading comboboxes and let staff create records in tblReviewDetails one at a time.

    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.

  2. #17
    Hell_1934 is offline Novice
    Windows 10 Access 2016
    Join Date
    Nov 2019
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    25
    Quote Originally Posted by June7 View Post
    So if every chart review must have a full set of category/objectives, consider:

    tblReviews
    Review_PK
    Client_FK
    Staff_FK
    ReviewDate

    tblCategoryObjectives
    CatObj_PK
    Cat_FK
    Obj_FK

    tblReviewDetails
    Review_FK
    CatObj_FK
    Response

    Lookup tables for clients, staff, categories, objectives, responses in addition to the above.

    One approach is to batch create tblReviewDetails set when review record is created. Then staff just needs to enter responses. In VBA, like:
    Code:
    CurrentDb.Execute "INSERT INTO tblReviewDetails(Review_FK, CatObj_FK) SELECT " & Me.tbxReview_PK & ", CatObj_PK FROM tblCategoryObjectives"
    Or you can do cascading comboboxes and let staff create records in tblReviewDetails one at a time.
    Ok - some clarifications needed:

    Clients, Staff lookup tables will be related to tblReviews.
    What about Categories, Objectives lookup tables? Will they be related to tblCategoryObjectives (Cat_FK, Obj_FK) ?

    I need to do a cascading comboboxes and let staff create records in tblReviewDetails one at a time!

    For that - what will be my Main Form and a Sub Forms? (please, correct if I am wrong)

    I see it like this:

    Main Form: (where user will select Staff, Client info, date)
    tblReviews

    Sub Form 1: (where will be Category drop-down button - field - Cat_FK)
    tblCategoryObjectives

    Sub Form 2: (where will be the appropriate Objectives - field CatObjFK with Responces (Yes or No or NA) - field Responce)
    tblReviewDetails


    Thank you!

  3. #18
    Join Date
    Apr 2017
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    My 5 cents!
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  4. #19
    Hell_1934 is offline Novice
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    Quote Originally Posted by ArviLaanemets View Post
    My 5 cents!
    Thank you, I just looked briefly... this is great
    But - my Program table absolutely can not be tied with Category/Objectives. It is a separate table in the main WH system, in SSMS.
    Also, the Main Form can't add the new user. Or - at least I don't know - how...

  5. #20
    isladogs's Avatar
    isladogs is offline MVP / VIP
    Windows 10 Access 2010 32bit
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    Quote Originally Posted by Hell_1934 View Post
    Actually, I double checked - there is a Main Form / Sub Form / Sub Sub Form -
    I can see that now though it wasn't obvious before. I'll leave you in the capable hands of Arvil and June
    Colin Riddington, Access MVP, Website, email
    The more I learn, the more I know I don't know. When I know I don't know, I keep quiet!

  6. #21
    Hell_1934 is offline Novice
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    Quote Originally Posted by isladogs View Post
    I can see that now though it wasn't obvious before. I'll leave you in the capable hands of Arvil and June

    - that's me with this project ))

  7. #22
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    Quote Originally Posted by Hell_1934 View Post
    But - my Program table absolutely can not be tied with Category/Objectives. It is a separate table in the main WH system, in SSMS.
    Also, the Main Form can't add the new user. Or - at least I don't know - how...
    Will this do better? (I mean form fMain2)
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  8. #23
    June7's Avatar
    June7 is offline VIP
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    The db you provided does not include tblClients nor a Client_FK field in any table so relationship is not clear. I assumed a client can have multiple reviews and each review ID is for a single client.

    With my suggested tables, arrangement could be:

    Main form bound to tblClients with a subform bound to tblReviews and a subsubform bound to tblReviewDetails with comboboxes for selecting category and objective.

    If you need to add a new staff or category or objective 'on the fly' during data entry, that's what combobox NotInList event is for.

    Quite possibly tblObjectives lookup table is not needed. If an objective can associate with only one category, then just enter the objective descriptions into tblCategoryObjectives.
    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.

  9. #24
    Join Date
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    Living in Scotland UK
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    Hi Elena

    Here with the Cascade sorted
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  10. #25
    ssanfu is offline Master of Nothing
    Windows 7 32bit Access 2010 32bit
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    Here is my offering. I normally use queries for form record sources, but didn't want to change too much. I did rename a lot of objects. And I split the staff name into first and last names.


    Good luck with your project......
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  11. #26
    Hell_1934 is offline Novice
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    Quote Originally Posted by ssanfu View Post
    Here is my offering. I normally use queries for form record sources, but didn't want to change too much. I did rename a lot of objects. And I split the staff name into first and last names.


    Good luck with your project......
    Thank you, I'll look at your version and, if possible, will ask questions (if any). Thank you so much!

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