Hello!
I am currently building a database that will store legal citations in an easily searchable manner. This database also needs to have the capability to save certain citations to a table under a specific client and project name, which will be pulled up later for reviewing, editing, and printing either to PDF or exported to excel. Attached is a stripped down sample of what I have so far.
I have gotten through making a search form (frmCitationSearch) as well as the ability to save the specific citations to a new table (tblMatrix); however, I am having some problems getting the rest of it done even though I have tried everything I could find. :banghead:
The first and most important thing I need help with is that I cannot get the form (frmMatrixFormatter) to display the information from tblmatrix filtered by two combo boxes: the client (cboClientName) and the project (cboProject). I want to be able to filter the results by the client first, giving the option to see all of the project data for that client, and then by the project with the project combo box only showing the projects relating to that specific client.
Second is that I cannot get my combo boxes to group by name. Somehow I got it to work on the form frmCitationSearch, but it will not work on frmMatrix formatter.
Third, I need to be able to edit the information displayed on the form and save it back into the table (tblMatrix).
Finally, once the form is filtered and edits saved, I need to have the option to do one of two things: print the filtered form or export the information to a formatted excel file. I have not tried to do a print report yet, but I think I have figured out the export to excel portion (please see button vba code in attached database);however, I have not been able to test it out, because of the form filtering issue. When it exports to excel or prints, I would like for it to have three header lines. The top would say the client's name, the middle would say the project name, and the bottom would have "Prepared by:" Name of preparer "," our company name
If you need any other information or have any suggestions that would make this more user friendly, please feel to let me know--any help is appreciated!
Sincerely,
Typer96
I am currently building a database that will store legal citations in an easily searchable manner. This database also needs to have the capability to save certain citations to a table under a specific client and project name, which will be pulled up later for reviewing, editing, and printing either to PDF or exported to excel. Attached is a stripped down sample of what I have so far.
I have gotten through making a search form (frmCitationSearch) as well as the ability to save the specific citations to a new table (tblMatrix); however, I am having some problems getting the rest of it done even though I have tried everything I could find. :banghead:
- My database objects are:
4 tables
tblCitations - this table that holds all of the legal citations that I want to search.
tblClients - this table contains a list of client information (names, etc.)
tblDefinitions (not applicable for this question)
tblMatrix - this table holds the data that I want to be able format into a matrix which we can send to clients.
1 Query
qryMatrix
4 forms
frmCitationSearch - this forms allows the user to search through tblCitations for the item they are looking for, print specific citations, and add citations to to the table tblMatrix.
frmNewRecord - This form opens from a button on frmCitationSearch and allows the user to easily add citations to tblCitations
frmMatrix_Record - This form also opens from a button on frmCitationSearch, but it allows the user to add a citation to a specific client and project in tblMatrix.
frmMatrixFormatter - This troublesome form is supposed to allow the user to pull up the data from tblMatrix and filter it by client (cboClientName) and project (cboproject) in order to print to PDF or export the filtered data to excel.
- Other Details:
frmMatrixFormatter is a continuous form with the record source set to qryMatrix.
cboClientName's data source is from a different table with a list of the client's information (tblClients)
cboProject's data source is from the matrix table (tblMatrix) and is determined by the cboClientName value.
The first and most important thing I need help with is that I cannot get the form (frmMatrixFormatter) to display the information from tblmatrix filtered by two combo boxes: the client (cboClientName) and the project (cboProject). I want to be able to filter the results by the client first, giving the option to see all of the project data for that client, and then by the project with the project combo box only showing the projects relating to that specific client.
Second is that I cannot get my combo boxes to group by name. Somehow I got it to work on the form frmCitationSearch, but it will not work on frmMatrix formatter.

Third, I need to be able to edit the information displayed on the form and save it back into the table (tblMatrix).
Finally, once the form is filtered and edits saved, I need to have the option to do one of two things: print the filtered form or export the information to a formatted excel file. I have not tried to do a print report yet, but I think I have figured out the export to excel portion (please see button vba code in attached database);however, I have not been able to test it out, because of the form filtering issue. When it exports to excel or prints, I would like for it to have three header lines. The top would say the client's name, the middle would say the project name, and the bottom would have "Prepared by:" Name of preparer "," our company name
If you need any other information or have any suggestions that would make this more user friendly, please feel to let me know--any help is appreciated!
Sincerely,
Typer96