multi-user question

[Killerbee]

Hi all, first time caller, long time listener.



This is the last piece I need to make my project go away finally, and it's stumped a few people.

I have a form linked to a query that will populate fields to indicate
1) how many accounts belong to the user that are passed due
2) how many accounts belong to the user that are not passed due
3) how many new accounts there are
4) a drop down by province of the account.

1, 2 and 4 work well.
My problem is this.

Say John and Mary have the same criteria for new policies,
John goes into the account selection screen and it says there are 100 policies to view.
Mary goes into the same screen and because they have the same criteria, she also sees she can work on 100 accounts.

John selects the first one. The form opens the new screen and sets the value of the 'ownership' to John.
This was planned for John to 'claim' the account.
However, when Mary enters the new account, her first one is the one John is working on and there are conflicts after that

I've tried different things like Updating the ownership using a query, setting the value inside the form.
My coworker also suggested this simple check

If Me.Dirty Then
DoCmd.RunCommand acCmdSaveRecord
End If

Please help me get this off of my plate

[pbaldy]

Well, the code you posted will simply save the record. If prior to that you marked the record as John's, then that combined with a criteria in Mary's process that excludes owned records should do it. If Mary has already opened a form displaying the records, that form would need to be requeried to see that John has taken ownership of the first record.

[Killerbee]

Yeah, I agree that it should, it just doesn't.

When one clicks the "go" button, it runs this code.



DoCmd.SetWarnings False


Dim stDocName As String
Dim stLinkCriteria As String
Dim stlinkfilter As String


stLinkCriteria = "[U/W] IS NULL and COMPLETED = No"
stlinkfilter = "Ceded: New Policies" '<--- this is a basic query that looks for accounts that don't have an owner as well as some qualifying criteria

stDocName = "Ceding"
'ceding is the name of the table the data is stored (as well as the form)
DoCmd.OpenForm stDocName, , stlinkfilter, stLinkCriteria
Me.Requery

DoCmd.OpenQuery "TimeStamp: Ceding Start"
DoCmd.RunMacro "SetName"
'DoCmd.OpenQuery "UpdateName"
'Me.Refresh

Forms("Ceding").Form.Controls("QueryType").Value = 3
'Me.Dirty = False
If Me.Dirty Then
DoCmd.RunCommand acCmdSaveRecord
End If
DoCmd.Close acForm, "Ceding Selection"

So, from my perspective, it generates the new query when one hits the go button and at that time, if somone has entered another account and had the ownership updated, it should recognize that..

Just checking it now (running the query in the back ground).
Once I enter the record, a query does NOT have the ownership populated, but if I put the form into design mode, the query gets updated..

arrgggg (as spoken by Charlie Brown)

[pbaldy]

The macro sets a value on the form? Can you post the db?

[Killerbee]

sure

Sets the combo box that the username is connected to (combo43)
[Forms]![Ceding]![Combo43]
to
UserIDs(GetUserName())

GetUserName() is just the typical windows query and the UserIDs is a function that returns a ' name'

It has a condition that only updates it if the combo43 is NULL

[pbaldy]

It appears that you're setting a value on the form named "Ceding" but doing your save on the form this code is in. That means the value in Ceding hasn't been saved, and thus queries would not see that changed value.

[Killerbee]

Any recommendations on how I can save this value to this field in the table right away?

[Killerbee]

Found my answer, in the original code to say
If me.dirty then


and changed that to
if me.dirty = false then


and it worked.

Thanks for your help though

Brett

[pbaldy]

Really? That's basically saying to save the data if it hasn't been changed. In any case, glad it's working for you.