clueless with subform

[jlwspoon]

Hello,
I am new to access (teaching myself as I go). I am trying to put together an invoice database and having some issues.
On my invoice form I am using a select query as my record source. This pulls the client information such as Name, Account Number Address etc...
I want to put a sub-form in so that my reception staff can then put in the needed data regarding hours on a project, subtotal, invoice number etc...
I need all this data to reside in the "data" table so I can run reports as needed.
my problem is nothing gets saved to the table... CAN ANYONE HELP A GREEN GUY??

 

[Trevor G]

Welcome to the forum,

You need 2 separate tables one for the client and one for the invoices, then you have 2 common fields such as ClientID as a primary field (AutoNumber Field) in the client table and also 1 in the invoice table ClientID (Number Field) then you relate the 2 tables through the relationship window, and it should create a relationship of 1 to Many. if you then create your form with a subform they should relate and hold the data, back in the tables when you look at the clientID field it should show you a + sign and when you extend that it will show you the invoices, but you should use queries to do this part not back at the main tables. Data should be held in 2 separate tables.

 

[jlwspoon]

Thanks Trevor,
I have a client table and a data table.. Please forgive my ignorance but do I use the same select query (which has a join between the client table and the data table) as my data source for my form?

Jeff

 

[Trevor G]

Thanks Trevor,
I have a client table and a data table.. Please forgive my ignorance but do I use the same select query (which has a join between the client table and the data table) as my data source for my form?

Jeff

I would consider that, but be careful as when you use the source from a query across tables if you have to amend data sometimes you can not save changes, I would look to explore this to see if it is editable. Otherwise use a form from the main table, then a subform form the second table, then drag the subform in the main form in design view and it will create a relational form, which can be edited, updated and anything else you are looking to achieve.