Checklist Form with Checkboxes Help

[BlueStarBrite]

Ok, lets see if I can explain my issue clearly. I need some guidance in the right direction. I'm a newbie to Access, using v2003.

I have a table named ActionSteps with 2 fields: ActionID & ActionDescrip
I have another table named ClientActions tied to the ActionSteps table.

I want to create a form (sorta of like a checklist) that will list each ActionId and ActionDescrip.

For each Action/Step, I want to be able to create a checkbox for each corresponding action. Once the checkbox is checked, I want to automatically populate a 'CheckedDate' and a 'CheckedBy' (which is the username who checked the box. Otherwise, the CheckedDate and CheckedBy is not visible. The visible part I know how to do (if checkbox1 = true then txtbox1.visible = true, etc).

Once a checkbox is checked, I want to have a button to save the current record. Wondering if I would put the code for the auto populated name and date in the AfterUpdate event here

Question #1: How do I auto populate who checked the box and the date? ( Would i use: Date = now())

Question #2: Once the checkbox is checked for each step, how do record that action in my ClientActions table? (I'm thinking along the lines of I would need to create a bound checkbox to my table)

Question #3: How do I lock the checkbox once it has initally been checked

Thanks in advance for your help!

 

[Steve R.]

Question #1: How do I auto populate who checked the box and the date?

Use the "on click event" for the checkbox. You will need two text boxes one for date and the other for user name. You can "auto-populate" the date, but can't for the user, unless the user has logged in or done something similar to establish an identity that is "saved" as a variable. With the "on click event" you would have something like this.

Text01=Date()

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Question #2: Once the checkbox is checked for each step, how do record that action in my ClientActions table

If the fields are bound, saving is essentially automatic. Nevertheless look-up, in Access Help, DoCmd.

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Question #3: How do I lock the checkbox once it has initally been checked

There are two ways to accomplish this, you only need one.

me.checkbox1.locked=true
me.checkbox1.enabled=false

Please note, your checkbox should not have the focus, when executing the above code.

 

[BlueStarBrite]

Thanks Steve.

To capture the user that clicks a checkbox, I'm thinking I would have to do something like an audit trail. I'm searching the forum for info on that now.

I'm still lost a little:
For question #2 (Question #2: Once the checkbox is checked for each step, how do record that action in my ClientActions table) -- that is the issue. I'm not sure if the fields should be bound or not, as the ActionIds/ActionDescrip from my ActionSteps table are NOT checkboxes or yes/no fields in the table.

Each client can have multiple actions repeated during different steps of the checklist, so I just need to denote the ActionId and the Date the step was completed each time. Just not sure exactly how to accomplish this. Make sense?

For Example:
Ex: actionid -> Action1 = inforeviewed Action2 = emailsent
ClientID| ActionID| CheckedDate
Client1 Action1 03/25/2009 04:21:00PM
Client2 Action1 03/25/2009 04:25:00PM
Client1 Action1 03/26/2009 01:15:00PM
Client1 Action2 03/26/2009 01:20:00PM

 

[BlueStarBrite]

Just thinking out loud -- would it be easier for me as a newbie to just create a subform that list the clients actions that have been completed and add combo boxes that would populate the subform?