Newbie Questions

[WillRn]

I am in the process of building a test database to compile the results of
chart audits in my hospital and I have a couple of questions.

1. Can anyone show me (or point out a tutorial) how, a particular answer in
a form's control, could trigger an additional "pop-up form" that inserts
additional data into another table and then closes when the user closes the
additional data form? I figure that I can just use a query for my users to
complete the followup data posted to the additonal data table later.

2. Is there a method like the "Case Method" in Excel whereby an answer on a
control on a form could "default in" an answer on another control? I am not
familiar with Access VBA programming or Macros in any way shape or form so
please be gentle!

Thanks,

Will

 

[Ed Warren]

It might help to provide a more specific example. I'm not really too sure
exactly what you want to do, but I'm equally sure, it can be done, but may
require developing some coding expertise. If you are familar with Excel
coding you are on your way in Access VBA.

Once you get the second form to 'open' you can set the form property to
'modal' and it will stay on top and will not allow the user to go anywhere
else without first closing the second form. That will solve the second part
of your question.

For the first part:

Maybe you could build a table of responses to form (or hard code the
response to form. However, every time I do this I get pounded because
'they' want to change the allowed responses)
e.g. Question Response DataFormToOpen
10 1 Form10_1
10 2 Form10_2
11 1 Form11_1

Then in Form1's Question 10 'widget' (textbox, combobox, whatever) you can
set the appropriate Event to run some code.

When you exit the widget, or the widget loses focus, then open the
appropriate form (you may want to use onchange or other event)

If you have hard coded the response to form you can use something like

case select Question10.text
case 1
docmd.openform("Form10_1")
case 2
docmd.openForm("Form10_2)
end select

If you use the table approach you might do something like
dim FormRequested as string
FormRequested = dlookup("DataFormToOpen","DataForms","[Response] = " &
Question10.Text) ' find the form for the data entered
docmd.openform(FormRequested)

Note: ALL of the above is 'air code' so your specific code will vary.

Lots of luck

Ed Warren

 

[WillRn]

Hi Ed,

Thanks for the response. Here's how I envision it working.

My nurse's examine charts to verify that we are complying with multiple
national and state standards. If they find an issue with our compliance we
are required to perform followup on that issue. So . . .

Nurse audits patient chart and answers that we did not comply with Issue A.
When the nurses inputs this on the form on the initial audit, a second form
"pops up" and takes the basic information concerning why we were not in
compliance.

Later, the nursing supervision can, through a query, "batch process" any
occurences on a staff member by staff member basis. In other words, Jane Doe
R.N. comes to the nursing supervisor's office. The supervisor runs the query,
and discovers that Jane had 3 incidents where she needed to do tasks A, B,
and C. The supervisor educates Jane, documents that Jane understands the
correct method, and the date the issue was handled.

Does this help you understand my need(s)? I had been doing this through a
coded Excel userform but I couldn't figure out how to "batch process" the
followup data per employee.

I have enough experience with VBA to figure out what to do if someone can
tell me where to go and what to plug in to get an Access form "pop-up" when
needed. A vast majority of the questions answered on my audit are within
compliance. But once in a while, I need to capture data in a separate table
for followup.

I am building a test DB to convince the Administration that Access is the
way to go on this issue because it handles the Multi-User environment so much
better than Excel.

Thanks for your previous response,

Will

It might help to provide a more specific example. I'm not really too sure
exactly what you want to do, but I'm equally sure, it can be done, but may
require developing some coding expertise. If you are familar with Excel
coding you are on your way in Access VBA.

Once you get the second form to 'open' you can set the form property to
'modal' and it will stay on top and will not allow the user to go anywhere
else without first closing the second form. That will solve the second part
of your question.

For the first part:

Maybe you could build a table of responses to form (or hard code the
response to form. However, every time I do this I get pounded because
'they' want to change the allowed responses)
e.g. Question Response DataFormToOpen
10 1 Form10_1
10 2 Form10_2
11 1 Form11_1

Then in Form1's Question 10 'widget' (textbox, combobox, whatever) you can
set the appropriate Event to run some code.

When you exit the widget, or the widget loses focus, then open the
appropriate form (you may want to use onchange or other event)

If you have hard coded the response to form you can use something like

case select Question10.text
case 1
docmd.openform("Form10_1")
case 2
docmd.openForm("Form10_2)
end select

If you use the table approach you might do something like
dim FormRequested as string
FormRequested = dlookup("DataFormToOpen","DataForms","[Response] = " &
Question10.Text) ' find the form for the data entered
docmd.openform(FormRequested)

Note: ALL of the above is 'air code' so your specific code will vary.

Lots of luck

Ed Warren

I am in the process of building a test database to compile the results of
chart audits in my hospital and I have a couple of questions.

1. Can anyone show me (or point out a tutorial) how, a particular answer
in
a form's control, could trigger an additional "pop-up form" that inserts
additional data into another table and then closes when the user closes
the
additional data form? I figure that I can just use a query for my users to
complete the followup data posted to the additonal data table later.

2. Is there a method like the "Case Method" in Excel whereby an answer on
a
control on a form could "default in" an answer on another control? I am
not
familiar with Access VBA programming or Macros in any way shape or form so
please be gentle!

Thanks,

Will

 

[Ed Warren]

1. When you design your 'popup' form you can go to the properties page and
set it's properties to be Modal (keeps the focus until closed and popup
(stays on top).
2. You tie that form to whatever table it needs to edit data for.
3. You open that form when it is required using code something like I
provided in the earlier post. (When an event on the calling form occurs).
E.g. You check non-compliance for an item you would add code to the changed
event to open the popup form.


Example

on MasterForm you have a check widget: checkComply
when this is checked false (not in compliance) you want to open the
MoreInformationForm



In design mode for MasterForm you select the checkBoxComply, go to events,
select the click event, [Event procdeure]

this will open up the vba code designer with a new subroutine created for
your event, something like below

Private Sub CheckComply_Click()
End Sub


You then edit it to look something like

Private Sub CheckComply_Click()

docmd.openform("MoreInformationForm")

End Sub

now when you open the MasterForm in edit mode and change the check mark from
true to false, the popup form is opened for your editing pleasure.


This should at least give you a place to start for your specific
implemention. The real trick is to capture the appropriate data from the
masterform the detail form will need to tie it all together.


Ed Warren.

Hi Ed,

Thanks for the response. Here's how I envision it working.

My nurse's examine charts to verify that we are complying with multiple
national and state standards. If they find an issue with our compliance we
are required to perform followup on that issue. So . . .

Nurse audits patient chart and answers that we did not comply with Issue
A.
When the nurses inputs this on the form on the initial audit, a second
form
"pops up" and takes the basic information concerning why we were not in
compliance.

Later, the nursing supervision can, through a query, "batch process" any
occurences on a staff member by staff member basis. In other words, Jane
Doe
R.N. comes to the nursing supervisor's office. The supervisor runs the
query,
and discovers that Jane had 3 incidents where she needed to do tasks A, B,
and C. The supervisor educates Jane, documents that Jane understands the
correct method, and the date the issue was handled.

Does this help you understand my need(s)? I had been doing this through a
coded Excel userform but I couldn't figure out how to "batch process" the
followup data per employee.

I have enough experience with VBA to figure out what to do if someone can
tell me where to go and what to plug in to get an Access form "pop-up"
when
needed. A vast majority of the questions answered on my audit are within
compliance. But once in a while, I need to capture data in a separate
table
for followup.

I am building a test DB to convince the Administration that Access is the
way to go on this issue because it handles the Multi-User environment so
much
better than Excel.

Thanks for your previous response,

Will

It might help to provide a more specific example. I'm not really too
sure
exactly what you want to do, but I'm equally sure, it can be done, but
may
require developing some coding expertise. If you are familar with Excel
coding you are on your way in Access VBA.

Once you get the second form to 'open' you can set the form property to
'modal' and it will stay on top and will not allow the user to go
anywhere
else without first closing the second form. That will solve the second
part
of your question.

For the first part:

Maybe you could build a table of responses to form (or hard code the
response to form. However, every time I do this I get pounded because
'they' want to change the allowed responses)
e.g. Question Response DataFormToOpen
10 1 Form10_1
10 2 Form10_2
11 1 Form11_1

Then in Form1's Question 10 'widget' (textbox, combobox, whatever) you
can
set the appropriate Event to run some code.

When you exit the widget, or the widget loses focus, then open the
appropriate form (you may want to use onchange or other event)

If you have hard coded the response to form you can use something like

case select Question10.text
case 1
docmd.openform("Form10_1")
case 2
docmd.openForm("Form10_2)
end select

If you use the table approach you might do something like
dim FormRequested as string
FormRequested = dlookup("DataFormToOpen","DataForms","[Response] = "
&
Question10.Text) ' find the form for the data entered
docmd.openform(FormRequested)

Note: ALL of the above is 'air code' so your specific code will vary.

Lots of luck

Ed Warren

I am in the process of building a test database to compile the results
of
chart audits in my hospital and I have a couple of questions.

1. Can anyone show me (or point out a tutorial) how, a particular
answer
in
a form's control, could trigger an additional "pop-up form" that
inserts
additional data into another table and then closes when the user closes
the
additional data form? I figure that I can just use a query for my users
to
complete the followup data posted to the additonal data table later.

2. Is there a method like the "Case Method" in Excel whereby an answer
on
a
control on a form could "default in" an answer on another control? I am
not
familiar with Access VBA programming or Macros in any way shape or form
so
please be gentle!

Thanks,

Will

 

[WillRn]

Just what I need!

Thanks Ed,

Will

1. When you design your 'popup' form you can go to the properties page and
set it's properties to be Modal (keeps the focus until closed and popup
(stays on top).
2. You tie that form to whatever table it needs to edit data for.
3. You open that form when it is required using code something like I
provided in the earlier post. (When an event on the calling form occurs).
E.g. You check non-compliance for an item you would add code to the changed
event to open the popup form.


Example

on MasterForm you have a check widget: checkComply
when this is checked false (not in compliance) you want to open the
MoreInformationForm



In design mode for MasterForm you select the checkBoxComply, go to events,
select the click event, [Event procdeure]

this will open up the vba code designer with a new subroutine created for
your event, something like below

Private Sub CheckComply_Click()
End Sub


You then edit it to look something like

Private Sub CheckComply_Click()

docmd.openform("MoreInformationForm")

End Sub

now when you open the MasterForm in edit mode and change the check mark from
true to false, the popup form is opened for your editing pleasure.


This should at least give you a place to start for your specific
implemention. The real trick is to capture the appropriate data from the
masterform the detail form will need to tie it all together.


Ed Warren.

Hi Ed,

Thanks for the response. Here's how I envision it working.

My nurse's examine charts to verify that we are complying with multiple
national and state standards. If they find an issue with our compliance we
are required to perform followup on that issue. So . . .

Nurse audits patient chart and answers that we did not comply with Issue
A.
When the nurses inputs this on the form on the initial audit, a second
form
"pops up" and takes the basic information concerning why we were not in
compliance.

Later, the nursing supervision can, through a query, "batch process" any
occurences on a staff member by staff member basis. In other words, Jane
Doe
R.N. comes to the nursing supervisor's office. The supervisor runs the
query,
and discovers that Jane had 3 incidents where she needed to do tasks A, B,
and C. The supervisor educates Jane, documents that Jane understands the
correct method, and the date the issue was handled.

Does this help you understand my need(s)? I had been doing this through a
coded Excel userform but I couldn't figure out how to "batch process" the
followup data per employee.

I have enough experience with VBA to figure out what to do if someone can
tell me where to go and what to plug in to get an Access form "pop-up"
when
needed. A vast majority of the questions answered on my audit are within
compliance. But once in a while, I need to capture data in a separate
table
for followup.

I am building a test DB to convince the Administration that Access is the
way to go on this issue because it handles the Multi-User environment so
much
better than Excel.

Thanks for your previous response,

Will

It might help to provide a more specific example. I'm not really too
sure
exactly what you want to do, but I'm equally sure, it can be done, but
may
require developing some coding expertise. If you are familar with Excel
coding you are on your way in Access VBA.

Once you get the second form to 'open' you can set the form property to
'modal' and it will stay on top and will not allow the user to go
anywhere
else without first closing the second form. That will solve the second
part
of your question.

For the first part:

Maybe you could build a table of responses to form (or hard code the
response to form. However, every time I do this I get pounded because
'they' want to change the allowed responses)
e.g. Question Response DataFormToOpen
10 1 Form10_1
10 2 Form10_2
11 1 Form11_1

Then in Form1's Question 10 'widget' (textbox, combobox, whatever) you
can
set the appropriate Event to run some code.

When you exit the widget, or the widget loses focus, then open the
appropriate form (you may want to use onchange or other event)

If you have hard coded the response to form you can use something like

case select Question10.text
case 1
docmd.openform("Form10_1")
case 2
docmd.openForm("Form10_2)
end select

If you use the table approach you might do something like
dim FormRequested as string
FormRequested = dlookup("DataFormToOpen","DataForms","[Response] = "
&
Question10.Text) ' find the form for the data entered
docmd.openform(FormRequested)

Note: ALL of the above is 'air code' so your specific code will vary.

Lots of luck

Ed Warren





I am in the process of building a test database to compile the results
of
chart audits in my hospital and I have a couple of questions.

1. Can anyone show me (or point out a tutorial) how, a particular
answer
in
a form's control, could trigger an additional "pop-up form" that
inserts
additional data into another table and then closes when the user closes
the
additional data form? I figure that I can just use a query for my users
to
complete the followup data posted to the additonal data table later.

2. Is there a method like the "Case Method" in Excel whereby an answer
on
a
control on a form could "default in" an answer on another control? I am
not
familiar with Access VBA programming or Macros in any way shape or form
so
please be gentle!

Thanks,

Will

 

[Ed Warren]

Sorry, you also got to put in an if statement to check to see if the
checkbox is checked or unchecked. See Changes beolow
(un checked --> false)

Private Sub CheckComply_Click()

'-----------------new code
if me.CheckComply.checked = false then
docmd.openform("MoreInformationForm")
end if
'--------------------new code

End Sub

1. When you design your 'popup' form you can go to the properties page
and set it's properties to be Modal (keeps the focus until closed and
popup (stays on top).
2. You tie that form to whatever table it needs to edit data for.
3. You open that form when it is required using code something like I
provided in the earlier post. (When an event on the calling form occurs).
E.g. You check non-compliance for an item you would add code to the
changed event to open the popup form.


Example

on MasterForm you have a check widget: checkComply
when this is checked false (not in compliance) you want to open the
MoreInformationForm



In design mode for MasterForm you select the checkBoxComply, go to events,
select the click event, [Event procdeure]

this will open up the vba code designer with a new subroutine created for
your event, something like below

Private Sub CheckComply_Click()
End Sub


You then edit it to look something like

Private Sub CheckComply_Click()

docmd.openform("MoreInformationForm")

End Sub

now when you open the MasterForm in edit mode and change the check mark
from true to false, the popup form is opened for your editing pleasure.


This should at least give you a place to start for your specific
implemention. The real trick is to capture the appropriate data from the
masterform the detail form will need to tie it all together.


Ed Warren.

Hi Ed,

Thanks for the response. Here's how I envision it working.

My nurse's examine charts to verify that we are complying with multiple
national and state standards. If they find an issue with our compliance
we
are required to perform followup on that issue. So . . .

Nurse audits patient chart and answers that we did not comply with Issue
A.
When the nurses inputs this on the form on the initial audit, a second
form
"pops up" and takes the basic information concerning why we were not in
compliance.

Later, the nursing supervision can, through a query, "batch process" any
occurences on a staff member by staff member basis. In other words, Jane
Doe
R.N. comes to the nursing supervisor's office. The supervisor runs the
query,
and discovers that Jane had 3 incidents where she needed to do tasks A,
B,
and C. The supervisor educates Jane, documents that Jane understands the
correct method, and the date the issue was handled.

Does this help you understand my need(s)? I had been doing this through a
coded Excel userform but I couldn't figure out how to "batch process" the
followup data per employee.

I have enough experience with VBA to figure out what to do if someone can
tell me where to go and what to plug in to get an Access form "pop-up"
when
needed. A vast majority of the questions answered on my audit are within
compliance. But once in a while, I need to capture data in a separate
table
for followup.

I am building a test DB to convince the Administration that Access is the
way to go on this issue because it handles the Multi-User environment so
much
better than Excel.

Thanks for your previous response,

Will

It might help to provide a more specific example. I'm not really too
sure
exactly what you want to do, but I'm equally sure, it can be done, but
may
require developing some coding expertise. If you are familar with Excel
coding you are on your way in Access VBA.

Once you get the second form to 'open' you can set the form property to
'modal' and it will stay on top and will not allow the user to go
anywhere
else without first closing the second form. That will solve the second
part
of your question.

For the first part:

Maybe you could build a table of responses to form (or hard code the
response to form. However, every time I do this I get pounded because
'they' want to change the allowed responses)
e.g. Question Response DataFormToOpen
10 1 Form10_1
10 2 Form10_2
11 1 Form11_1

Then in Form1's Question 10 'widget' (textbox, combobox, whatever) you
can
set the appropriate Event to run some code.

When you exit the widget, or the widget loses focus, then open the
appropriate form (you may want to use onchange or other event)

If you have hard coded the response to form you can use something like

case select Question10.text
case 1
docmd.openform("Form10_1")
case 2
docmd.openForm("Form10_2)
end select

If you use the table approach you might do something like
dim FormRequested as string
FormRequested = dlookup("DataFormToOpen","DataForms","[Response] = "
&
Question10.Text) ' find the form for the data entered
docmd.openform(FormRequested)

Note: ALL of the above is 'air code' so your specific code will vary.

Lots of luck

Ed Warren





I am in the process of building a test database to compile the results
of
chart audits in my hospital and I have a couple of questions.

1. Can anyone show me (or point out a tutorial) how, a particular
answer
in
a form's control, could trigger an additional "pop-up form" that
inserts
additional data into another table and then closes when the user
closes
the
additional data form? I figure that I can just use a query for my
users to
complete the followup data posted to the additonal data table later.

2. Is there a method like the "Case Method" in Excel whereby an answer
on
a
control on a form could "default in" an answer on another control? I
am
not
familiar with Access VBA programming or Macros in any way shape or
form so
please be gentle!

Thanks,

Will