Show action list based on choice from drop-down box

[WembleyBear]

Hi

I have a database to manage our in-house service desk requests, including a
form to record each details of each call. One field is displayed on the form
as a drop-down list so the agent can select the type of call, for example,
"New User Request". What I would like to achieve is after that selection is
made by the agent, a related "Action List" is displayed as part of the main
form, detailing the steps that must all be completed before the call is
closed, along with a check-box against each step to be ticked as that is
completed.

My question relating to the above is: What is the best way to achieve this,
bearing in mind there will be several different "Action Lists" to show, each
with a different number of steps (none more than 10) and some call-types will
not have an action list at all?


Your advice is much appreciated as always.

Martyn

 

[Klatuu]

Not that hard to do. The only question I have is whether to save the results
of the actions for a call or just display them for the user to use as a
visual reminder.

Let me know how that will work, and I can give some hints.

 

[WembleyBear]

Hi

The agent could need to go out of that Call record and come back to it
several times to complete/check off all the action points on the list,
perhaps over a period of days; so if they leave it and only 3 out of 7 points
are completed, then that needs to be reflected on the record when they or
another agent returns to it to view what's been done or to complete the rest
of the steps. So I think saving the results is probably necessary.


PS: Forgot to say, Access 2000 is version I'm using on Windows Server 2003
over Citrix PS4

 

[Klatuu]

Okay, here is what I would suggest.
Create two tables.
First table would be the static table that would house info like call type,
the action for each call type, and the order in which the actions should
occur for the call type.

The second table would be to hold the action status for each call. It would
relate to the first table and would contain info like the call id, the
action, the action order, and a Y/N field to determine whether the action is
complete. Then when a user selects a call type, add records to the second
table for that call. Use a subform to show the actions. Then a user can
come and go and the info would be availabe.

 

[WembleyBear]

Hi Dave

That worked after I'd got the tables in order - thank you!


Martyn

 

[Klatuu]

Glad I could help and thanks for rating the post.