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  1. #1
    rushB is offline Novice
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    Approval

    Hello there,

    I have created a form for a new costumer, now I want to make it that once the first instance completed it, the manager will have to approve it. Idealy it would also come with a time stamp. Until now I haven't found any help in this way and would be super happy if anyone could help me.



    Thanks in advance and stay safe

  2. #2
    Ajax is offline VIP
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    1. include a date field in your customer called say 'approvedDate'. leave it blank when the record is created

    2. make a form only the manager can open based on a query that provides a list of all unapproved customers - i.e. the criteria would be where approvedDate is null

    3. in the form set the approvedDate control locked property to true and in the control double clickevent put

    approvedDate=Date

    the manager can then open the form and double click on the approvedDate to set the date to today

  3. #3
    Micron is offline Virtually Inert Person
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    I can also surmise from the OP that a time stamp is wanted for when the new record is created. Not sure if that is true though.
    Or a time stamp is wanted when approved rather than just a date, in which case you'd want to use approvedDate = Now()
    Note that if you don't restrict the records for this form to only unapproved ones, double clicking on the control where there is an existing value will over-write it. Be careful of that.
    - "doesn't work" doesn't help. Implement changes in copies of your database.
    "Everyone has a photographic memory; some just don't have film." Steven Wright

  4. #4
    rushB is offline Novice
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    Quote Originally Posted by Ajax View Post
    1. include a date field in your customer called say 'approvedDate'. leave it blank when the record is created

    2. make a form only the manager can open based on a query that provides a list of all unapproved customers - i.e. the criteria would be where approvedDate is null

    3. in the form set the approvedDate control locked property to true and in the control double clickevent put

    approvedDate=Date

    the manager can then open the form and double click on the approvedDate to set the date to today

    Would you mind helping me creating the query? Your steps seem to be the perfect solution but I don't have the knowledge (and don't know where to acquire it) right now to create it.

    With best regards

  5. #5
    rushB is offline Novice
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    Quote Originally Posted by Micron View Post
    I can also surmise from the OP that a time stamp is wanted for when the new record is created. Not sure if that is true though.
    Or a time stamp is wanted when approved rather than just a date, in which case you'd want to use approvedDate = Now()
    Note that if you don't restrict the records for this form to only unapproved ones, double clicking on the control where there is an existing value will over-write it. Be careful of that.
    the timestamp would be for the date and time it was approved by the second instance

  6. #6
    Ajax is offline VIP
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    Would you mind helping me creating the query?
    I did describe it

    Select * from mytable where approvedDate is null

  7. #7
    rushB is offline Novice
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    Quote Originally Posted by Ajax View Post
    1. include a date field in your customer called say 'approvedDate'. leave it blank when the record is created

    2. make a form only the manager can open based on a query that provides a list of all unapproved customers - i.e. the criteria would be where approvedDate is null

    3. in the form set the approvedDate control locked property to true and in the control double clickevent put

    approvedDate=Date

    the manager can then open the form and double click on the approvedDate to set the date to today

    Okay thanks for the explanaition. I found some videos on how to build the query but the only thing I am stuck is the fact how I make some forms not acessible for different users or how I put some stuff just to "read only" for some users. Would you mind giving me a tutorial there (youtube or so on) bc I don't find anything on there

  8. #8
    Ajax is offline VIP
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    how I make some forms not acessible for different users
    you need a login process which identifies the user and a table with the username and role or access rights.

    e.g.
    tblUsers
    UserPK
    UserName
    Role



    users do not have to 'login' as such, you can user their windows login which you match to the table - if no match the app closes, if there is a match the app continues, but perhaps enable/disable menu option depending on userRole.

    You can also use this table to populate a 'userFK' field in a table so you know who created the record

    There are various ways to get the username - the easiest being environ("username")

    how I put some stuff just to "read only" for some users
    same principle as above - but you might need another field other than Role if some users have the same role but different read/write privileges.

    there are plenty of threads out there on this and other forums - google something like 'access database security' to find out more

  9. #9
    rushB is offline Novice
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    Quote Originally Posted by Ajax View Post
    you need a login process which identifies the user and a table with the username and role or access rights.

    e.g.
    tblUsers
    UserPK
    UserName
    Role



    users do not have to 'login' as such, you can user their windows login which you match to the table - if no match the app closes, if there is a match the app continues, but perhaps enable/disable menu option depending on userRole.

    You can also use this table to populate a 'userFK' field in a table so you know who created the record

    There are various ways to get the username - the easiest being environ("username")

    same principle as above - but you might need another field other than Role if some users have the same role but different read/write privileges.



    there are plenty of threads out there on this and other forums - google something like 'access database security' to find out more
    Okay thanks for the explanaition and help. I will dig myself into it

  10. #10
    Micron is offline Virtually Inert Person
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    As for locking a form if other users can also open it, one option is to make or set the form recordsource to dbOpenSnapshot, in which case nothing can be edited. To allow editing in one or a small number of fields (2 or 3) it is often simpler to loop through all the form controls that are textboxes, combos or maybe listboxes, set them all to disabled and then enable the 1 or 2 you need to be enabled. See how to loop over form controls.
    - "doesn't work" doesn't help. Implement changes in copies of your database.
    "Everyone has a photographic memory; some just don't have film." Steven Wright

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