Question Help for a non-programmer needing a minimum level of automation!

[Chelle1661]

I would like to create a pop-up reminder whenever I mark an record Billable ([Yes/No Field]) in my WorkDetail table. In the pop-up I want to enter a date for the next Billing date [for clients who are charged a monthly management fee so that this cannot be overlooked each and every month]. I would then need another pop up reminder on entering the DB on a specific date and this would produce a list of all of the records with that date [that need processing for the current Invoice]. However, I realise that I may overshoot that date and would therefore need the pop-up to ask me whether I want to change the date [postpone for a day or two]. Also, only some records would require this pop-up reminder [i.e.those with a ([DeliverableID Field]) of "Managed Client". In this way I hope to keep looping the processing task so that each relevant record is never overlooked. Can anyone offer suggestions as to how I could achieve this seemingly insurmountable task for a non-programmer like myself?

 

[shutzy]

do you have your forms to upload with the relevant tbl's. remember to remove the personal data(stuff you dont want people to see)

is it a set date every time. ie. 30 day account or a given date each month?

 

[Chelle1661]

Hi Shutzy, I can copy my tables & remove the data [and the forms] however I am not sure how to upload these? We are wanting to process on a given day each month however sometimes this day is missed due to excessive work load. Hence my need for the pop-up to ask me if I want to re-schedule the reminder. Thanks!

 

[shutzy]

do you have any forms in your database or do you just work from the table directly.

if its just tables then how do you input the data etc. is it automated in any way.

to upload a file. click post reply. then below the text screen there is a btn called Manage Attachments. click this then click browse btn. select your file and click insert/open.

bare in mind tho. there are limits to file size. its different for different types of file. if your file is too large then try putting it into a zip folder and then upload that.

 

[Chelle1661]

Hi, Yes, I work from a very basic [Work] form with a [WorkDetail] subform [only me using it!]. I just key in the data myself.

Not sure how to save or export this file to upload to you [or will browse allow me into the DB to select the table?]. As you can see I am a complete novice! The same would apply to the forms - how do I get them into some sort of format to upload to you?

 

[shutzy]

you can just upload the whole database as it is. what i usually do is make a copy. copy and paste. go into the copy and delete the datat yu dont want me to see. you need to keep some records tho. so data is needed but no data indicating any client personal details. then just upload the copy database in the way i told you in my last post.

 

[Chelle1661]

Hi Shutzy,
Well my DB is too convoluted so I quickly copied the relevant tables and forms into a new DB and populated the tables with a few records. I hope this is okay [very simple as too much work to make the DB fancy!] Well here goes ...will try and do the upload now. Once again many thanks!
Chelle

 

[shutzy]

can you please put in the forms. i dont think they copied over. a better way is to copy the database file(completely) and then delete the tables and data that you dont want me to see.