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  1. #1
    cballew is offline Novice
    Windows 7 64bit Access 2016
    Join Date
    May 2018
    Posts
    10

    Creating a to-do list help!

    So I have a database and one of the functions is it allows supervisors to enter in 1 on 1 meetings that need to be held monthly with each employee. What I'm trying to do is display on their main nav form a subform table that displays emplyoees who have yet to have a 1 on 1 in the current month. I am struggling with the query though and I'm not sure as to why. Basically I want to select all users who belong to a certain unit on my tblemployees and then look at my tbl1on1s to see if they have a 1on1 completed in the current month (there is a date field for each 1on1 record on tbl1on1s). So basically anywhere where there is an user on tblemployees assigned to a specific unit (provider relations for example), that is not also on the tbl1on1s as having a current month 1on1 meeting record, should display. Any ideas or do you need any more info I can provide. Thanks!

  2. #2
    pbaldy's Avatar
    pbaldy is offline Who is John Galt?
    Windows XP Access 2007
    Join Date
    Feb 2010
    Location
    Nevada, USA
    Posts
    22,521
    Create a query of those who have had a meeting in the current month, then use the unmatched query wizard to compare that to the table of employees (or a query of only active employees).
    Paul (wino moderator)
    MS Access MVP 2007-2019
    www.BaldyWeb.com

  3. #3
    Join Date
    Apr 2017
    Posts
    1,681
    You have a table tblEmployees
    tblEmployees: EmplID, ForeName, LastName, CurrUnit, ...
    You need a table tblMeetings
    tblMeetings: MeetingID, MeetingMonth, EmplID, CurrUnit, MeetingDate, ... (where MeetingMonth is e.g. in format yyyymm)
    When user opens the application, an Open event inserts into tblMeetings a row for every active employee in current month (MeetingMonth, EmplID, CurrUnit are filled), except employees which did have the entry for current month before.
    You have a unbound main form where you select MeetingMonth number and employees current unit in unbound combo boxes. On main form is a continuous subform based on tblMeetings, which is bound to unbound combos on main form (adding or deletion records is not allowed, editing is allowed). Also you can have a combo box where you can select the filter condition for subform: are displayed all records, only records with MeetingDate empty, or only records with MeetingDate not empty (MeetingDate is filled when meeting is held).

  4. #4
    cballew is offline Novice
    Windows 7 64bit Access 2016
    Join Date
    May 2018
    Posts
    10
    perfect thanks! I need to use the wizard more I was doing one thing off on my query so it kept returning blank. Wizard showed me clearly what I did wrong. Thanks again!

  5. #5
    pbaldy's Avatar
    pbaldy is offline Who is John Galt?
    Windows XP Access 2007
    Join Date
    Feb 2010
    Location
    Nevada, USA
    Posts
    22,521
    No problem, if it was my solution.
    Paul (wino moderator)
    MS Access MVP 2007-2019
    www.BaldyWeb.com

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