Edit to clarify what I'm doing: I am creating a FMLA tracking system in access. I want it set up so that I have an employees side that houses a list of each employee that has claims. I have two items here, a form and a report. The form allows me to add new employees, the report shows a list of those employees their employment status and a summary of how many claims they have open and/or closed. And in this report you can click on the employee ID # and open up the form record that is saved to them. This form record shows their basic information and has their closed claims listed in one tab and their closed in the other. And clicking on the claim ID # in their claim lists will pull up that form. The claim side of this will be similar, in that there is a form that allows me to fill in claim details and save record tied to a specific employee. There is also a report that is similar to the employee report so that when I click no the claim ID it will open up that claim so that I can quicky update information per pay cycle.
That way, my team can quickly go to the employee report, see who has open claims. Click on that employee's ID and open up their form record, and open up their claim form directly from that employee form so that they can see the specific details of their individual claims and data tied to it.
Looking at the call center template that access has is similar to what I want to accomplish but on a smaller scale. My issue that I'm having, is that when I open up my form to add a new employee it default opens up to the most recent form that I saved. I fixed that by adding a macro into the load column on the event tab of the property sheet, but then when I was in the report side of things and I clicked on the ID tied to a record it would load a blank form record. I fixed that by putting in a macro to pull up the saved record for the correct employee, but then I end up with the issue again on opening up the form to add a new employee, it ends up opening up a saved employee record instead. I have not worked with access for a very long time and only recently remembered it existed, I wanted a simpler way to track our staff who have LOA claims that wasn't an ugly mass in excel.
I am working on a form but struggling with where and what kind of macro I should create when opening up the form. My form opens as a pop up.
- When I double click the form I want it to open up blank so that I can fill in data and save the record. (I accomplished this with a GoToRecord macro but then when I clicked the ID in my report it loads blank)
- The form is viewable in a report and each form has an ID field, I want to click on the ID in the report to open up that specific record.
I keep having difficulties with separating the two macros. I had it so that I could click on the ID in the report and it would load the record (however I had failed in that no matter which ID I clicked on it opened up one specific record and not the correct record)
But then when I would double click the form it would load up the most recent form I had recently saved.
- In the form property sheet, where should I be putting the different macros to accomplish this?
- In the report text box property sheet what should the macro look like?
Some details you may need.
- Name of Form: Add New Employee
- Name of text box on Add New Employee form: ID
- Name of text box on report: ID