copy/paste field from previous record... (1 Viewer)

Valery

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Bob,

Don't know why but it is not working for the App_actiondate. It is not putting a date in there. I had tested the sample and it looked fine to me. so I just put it into my database. It works great to : create a new record, enter the frequency and enter the next appointment date.

Any thoughts?

Can I send you the coding back? Although you have it... I am not sure how to proceed. I looked at the coding - I don't see where it is or would be inserting the App_ActionDate. That date is calculated from the new App_Date inserted - 7 days. I guess the record has to be saved/refreshed... before it can do it...

Let me know if you can help. So sorry to bring this back to you!

THANK YOU IN ADVANCE for any assistance.
 

bob fitz

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The proposed solution no longer stores data in App_actiondate because the data is calculated in the forms query with the following expression:
Action_Date: DateAdd("d",-7,[App_Date])
 

Valery

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But then the date will keep changing when I update the App_Date?
 

bob fitz

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Yes. I thought the action date would always be 7 days before the App Date.
 

Valery

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No - once a record has been created - it CANNOT be changed automatically. These dates are "ideal dates" - not the real dates that have to be saved with the table. The button just gives me a date to start with, which is later adjusted to a "real date".
 

Valery

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For example, your button sets the ideal date for the client's appointment. It will then set my action to call this client 7 days before the appointment which really means: 7 days before the appointment, look at the calendar, find a slot close to the ideal appointment date, call the client, see his/her availability and book the appointment.

Then the action is changed - for example - to Remind the client of his appointment. The action date then may change - I do it manually - depending on how much notice the client wants (some want me to call them the day before, others 3 days before, etc.).

These date are shown to me in a TO DO Action Form, with a button next to each client name that opens his/her record. On that line, the form indicates clients to call, purpose of call (schedule an appointment, get information, call to remind of appointment, etc.) and what date (ActionDate) I should perform this action.

Does this make any sense? All my work days are based on this form.
 

Valery

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"Your" button saves me the initial calculation of the dates.
 

bob fitz

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Not sure if this is correct, but please try the attached db.
 

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  • SampleForHelp_2002 MS VersionBob05).mdb
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Valery

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Looks great! Wish I had your talent and knowledge :).

Have a quick question for you... Just curious. When my database is opened, I can opened any other ones on my hard drive as well - and just go from one to another.

But it won't let me open the attached sample you provided. I have to close Access all together. Any idea why? What is the difference?

Thanks again!
 

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