Emailing a completed form

[ryanmce92]

Hi There I have a table called tblcostings

It is created when when we have a new customer we have to do a costing for them, the costing basically works out how much we should be charging for an item.



Each costing has to be approved by our CEO, as there are several costings uploaded per day using a form is it possible to have this completed form emailed to him and then have a check box at the bottom where he can either accept or reject the costing.

Any help on this topic would be brilliant, if there is VBA involved please tell me exactly where to put it as I am new to the coding side of things.

[ranman256]

Try this:
DoCmd.SendObject acSendForm, "frmMyForm", acFormatPDF, "George@VandelayIndustries.com", , , "form to send", "this form"

[June7]

The PDF will include every record of the form's RecordSource so the form would have to be filtered to the one record.

[ryanmce92]

The PDF will include every record of the form's RecordSource so the form would have to be filtered to the one record.

How would I filter it to the one record?

[nick404]

Use the Filter button in the Ribbon. Looks like a gray funnel. What do you want to filter on?

Also put code behind a button on your form or something similar (could just put it in a textbox's 'On Click' if you wanted)

[June7]

Reports are better vehicle for outputting data.

As nick said, can use the intrinsic filter/search tools on the ribbon or right click shortcut. Or build your own, review http://www.allenbrowne.com/ser-62.html.

[ryanmce92]

Basically I don't want my users to have to access any other buttons than a button that would send the form via email, I'm trying to limit access to the ribbon as much as possible because if there is a way to delete data they will manage to find it

[June7]

Still need some means to filter the records otherwise they will all be included in the PDF. Users make choices for filter criteria then click button.

[ryanmce92]

Ok I'll see what I can do with it, thanks for all your help!!

Just on a side note what would be the best way to describe to users how to filter, should I create a button on the form or do you think that a button on the ribbon would suffice?

Sorry for the barrage of questions but I really want to get this right first time, is it possible to put a password on a check box?. So that only that a certain user can check the approval of the costing?. Using an input box or something similar?

[June7]

I disable ribbon, right click shortcut menu, function keys and hide the navigation pane. So I build custom search as demonstrated in the link provided in earlier post.

[ryanmce92]

I disable ribbon, right click shortcut menu, function keys and hide the navigation pane. So I build custom search as demonstrated in the link provided in earlier post.

I have used the searching before and found it a handy tool to have however, my costing sheet has around 50 fields, is there a way to generate a report to show only the costings which match certain criteria i.e. the autonumber ID? If so then can I generate an autoemail once someone has completed a costing which sends the "ID" to the apropriate person to be approved or declined?.

[June7]

Certainly.

If all you need to do is send the ID for one record, simply:

DoCmd.SendObject , , , "email address here", , , "Costing Review", "Indicate approval or decline costing ID: " & Me!ID

If you want to send other data from the form's current record, concatenate as shown for ID.

Research the SendObject method for more info.

[ryanmce92]

If I send the ID then the CEO can use the filter search option at the bottom of the form to search for the ID, cheers for all your help, its been great!!

[ryanmce92]

Certainly.

If all you need to do is send the ID for one record, simply:

DoCmd.SendObject , , , "email address here", , , "Costing Review", "Indicate approval or decline costing ID: " & Me!ID

If you want to send other data from the form's current record, concatenate as shown for ID.

Research the SendObject method for more info.

Just trying this out here June7, how do I concatenate for more fields to be included in the email message, I've tried several things but can't seem to figure it out, I'd actually like it to send each taking a new line e.g
Costing ID: 7
Customer Name: Test Customer
Staff Name: John Smith

[June7]

See post 4 in https://www.accessforums.net/access/...ail-54135.html