R
Robin Hickman
Ok here's the situation:
I have a main form on which I enter and display client contact
information that comes from the table "Clients". Linked to the table
"Clients" by a one to many relationship is a table called
"Client_Accounts". This table stores transaction records for my clients.
On the main form is a Continuous Forms view subform on which I enter and
display the records from Client_Accounts. In other words, when I select
a client on the main form, the subform shows all the transactions
pertaining to that client. Simple enough so far even for me to figure out.
The data stored in Client_Accounts is very summary in nature. Besides
the "ID" type fields, each record contains the date, description, total
charges and amount paid for each transaction. The last two fields are
used in two calculated fields at the bottom of the subform that tell me
at a glance how much a client has spent and what his or her balance is.
This works very well for the purposes for which I designed it. Now,
however, I want to add more functionality to the database and I have
reached the limits of my knowledge (passed them actually, I only got
this far with much help!)
I want to add another table, probably named "Transaction_Details",
linked to Client_Accounts so that there are many Transaction_Detail
records for each Client_Account record. Essentially, Transaction_Details
will contain individual invoice line items, linked to the invoice date
and totals in Client_Accounts. Simple enough, I can handle the table and
relationship.
Where I am stymied is in how to display this in the forms. I don't want
the Transaction_Details records to be visible all the time, just when I
want to see them or edit them. I picture a form that I can pop up with
a button click. That is what I don't know how to implement, mainly
because the Client_Accounts records are displayed as Continous Forms. If
I put a button at the bottom of that subform, how does it know which
record I want to see the details for? Or is there a way to display a
button for each record displayed on the subform, maybe at the end of
each row? That seems like it would require a button to be created and
code attached every time a record is added. Probably not practical.
Maybe this requires a different approach altogether.
Thanks for any help on this problem. If I've not been clear about what
I'm trying to do, please let me know and I'll try again.
Thanks,
Robin
I have a main form on which I enter and display client contact
information that comes from the table "Clients". Linked to the table
"Clients" by a one to many relationship is a table called
"Client_Accounts". This table stores transaction records for my clients.
On the main form is a Continuous Forms view subform on which I enter and
display the records from Client_Accounts. In other words, when I select
a client on the main form, the subform shows all the transactions
pertaining to that client. Simple enough so far even for me to figure out.
The data stored in Client_Accounts is very summary in nature. Besides
the "ID" type fields, each record contains the date, description, total
charges and amount paid for each transaction. The last two fields are
used in two calculated fields at the bottom of the subform that tell me
at a glance how much a client has spent and what his or her balance is.
This works very well for the purposes for which I designed it. Now,
however, I want to add more functionality to the database and I have
reached the limits of my knowledge (passed them actually, I only got
this far with much help!)
I want to add another table, probably named "Transaction_Details",
linked to Client_Accounts so that there are many Transaction_Detail
records for each Client_Account record. Essentially, Transaction_Details
will contain individual invoice line items, linked to the invoice date
and totals in Client_Accounts. Simple enough, I can handle the table and
relationship.
Where I am stymied is in how to display this in the forms. I don't want
the Transaction_Details records to be visible all the time, just when I
want to see them or edit them. I picture a form that I can pop up with
a button click. That is what I don't know how to implement, mainly
because the Client_Accounts records are displayed as Continous Forms. If
I put a button at the bottom of that subform, how does it know which
record I want to see the details for? Or is there a way to display a
button for each record displayed on the subform, maybe at the end of
each row? That seems like it would require a button to be created and
code attached every time a record is added. Probably not practical.
Maybe this requires a different approach altogether.
Thanks for any help on this problem. If I've not been clear about what
I'm trying to do, please let me know and I'll try again.
Thanks,
Robin