AccessLondon
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- Jul 10, 2011
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I have been learning so much on this forum over the past few months, but I am having some trouble bringing together all the information I have found in this forum regarding file directories and 'automated' reporting from Access. I think I have a rough idea of the different functions needed (Len, Dir, Mkdir) but I would love if someone could help me bring it all together, or perhaps provide a bit more explanation so I can tailor these procedures for my own needs.
The simple explanation: I would like to add functionality to my database that would allow me to manage and work with pdfs and word documents related to a particular record in the database.
Ideally:
1. User installs .mde database the first time it is opened a VBA code creates a "documentation" directory in the same folder as the actual database. (e.g. Database is located at C:\User\...\Database\Database.mde and at first start, the database creates C:\User\...\Database\Documentation\).
2. When a user is in the form for entering data in a record, they can click a button that allows them to add a file to the 'documentation' for that record. I would want that file to then be moved or copied to C:\User\...\Database\Documentation\[Name of record]\. I will need Access to create a folder for each record when the record is created.
3. Once I have the file management part squared away, there are three things I would like to be able to do with these files:
a. Print all (or selected) files as a full report w/documentation, along with a report I've created in Access.
b. Save all documentation and Access report as a PDF at a user-specified location.
c. Pass the full report with documentation to outlook to be sent as an email attachment.
I would welcome any reference materials or examples of a similar setup that anyone could recommend regarding any part of this query. Hope I haven't asked for too much; any help will be much appreciated!
P.S. - I am running an Access 2007 database in Access 2010 on Windows XP. This will be the case for most computers the program is installed on, but I need to know about any compatibility issues just in case.
The simple explanation: I would like to add functionality to my database that would allow me to manage and work with pdfs and word documents related to a particular record in the database.
Ideally:
1. User installs .mde database the first time it is opened a VBA code creates a "documentation" directory in the same folder as the actual database. (e.g. Database is located at C:\User\...\Database\Database.mde and at first start, the database creates C:\User\...\Database\Documentation\).
2. When a user is in the form for entering data in a record, they can click a button that allows them to add a file to the 'documentation' for that record. I would want that file to then be moved or copied to C:\User\...\Database\Documentation\[Name of record]\. I will need Access to create a folder for each record when the record is created.
3. Once I have the file management part squared away, there are three things I would like to be able to do with these files:
a. Print all (or selected) files as a full report w/documentation, along with a report I've created in Access.
b. Save all documentation and Access report as a PDF at a user-specified location.
c. Pass the full report with documentation to outlook to be sent as an email attachment.
I would welcome any reference materials or examples of a similar setup that anyone could recommend regarding any part of this query. Hope I haven't asked for too much; any help will be much appreciated!
P.S. - I am running an Access 2007 database in Access 2010 on Windows XP. This will be the case for most computers the program is installed on, but I need to know about any compatibility issues just in case.
