> First off, this site has been a tremendous tool for me in the past. I am not
> all that much of a novice with databases, but I have never been that great
> with forms.
>
> These are the fields that I have in my main table that I will be referring to:
>
> Call_ID AutoNumber
> Ref_ID will = a specific Call_ID in some cases
> EDS_ID User specific
> Product_ID Specific to Client, but not a unique number in this case
> Client_Name
> CSA_Name
> Notes Memo field
> Date
> Time
>
> Some other fields not related to this question.
>
> Basically when someone needs to start a new record that is referencing a
> specific call, then I want to be able to Search the Product_ID field for that
> Product. The results would display all of the records related to that
> Product_ID. Then the user can copy the Call_ID and start the new record with
> the Call_ID in the Ref_ID field.
> The Summary of that new record should contain all information from previous
> calls containing that have the Call_ID= Call_ID or additional records that
> reference that Call_ID.
>
> Previously I was the only one to use this database and I made it so that I
> could edit the records. However, now others in my group have caught wind of
> the database and would like to also use it. I figured it would be beneficial
> for everyone to be able to access each others records, but not be able to
> edit them. So now I have the form for additions only and want to make it so
> that we can create new records that reference previous calls.
>
> I believe I have figured out all that is needed to make the additions, and
> reference calls, but I would like for the representative on the call to be
> able to view all of the conversations on previous calls dealing with the
> current issue.
>
> Right now in the current form I also have a Summary field that is calculated
> for each record so that it can easily be copied and pasted into another
> application. That Summary field is formatted to display the following data
> just as shown here:
> ER – [Client_Name]
> CSA – [CSA_Name]
> [Notes]
>
> What I would like it to display the following in the format shown:
> Call ID - [Call_ID] [Date] (of that particular record)
> ER – [Client_Name] [Time] (of that particular record)
> CSA – [CSA_Name]
> [Notes]
>
> (plus all the same information referencing that particular Call_ID)
>
> This is sort of the pseudocode for that field, but I am really confused as to
> how to actually implement my idea.
>
>
> If Ref_ID ISNull Then
> Summary = ER - Client_Name
> CSA - CSA_Name
> Else
> Summary =
> Select EDS_ID, DATE, Time, Client_Name, CSA_Name, Notes
> Where Call_ID = Ref_ID OR Ref_ID = Ref_ID
> Sort By Date, Time
> EndIf
>
> --
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>
http://www.accessmonster.com/Uwe/Forums.aspx/access-formscoding/200609/1>
>