How to Lock a record and then prepare for export?

[BlueStarBrite]

Ok, so I am a little up in the air about where to start.

*I have a database with a list of assessments, attached to each patient. I have a form for each patient with a button on it. When the button is clicked, I want the user to be directed to an 'Assessment Status' form (that much I know how to do). The user will then select a check box if the current assessment record is ready for them to export to an excel spreadsheet. So technically by clicking this check box, I want to lock that particular record so no one else can edit it at that moment. So a user can select multiple assessment records to lock.

On the Assessment Status form, I want to have a form where the user selects whether this is a new export or a resubmission export. I then will have the user select the export path and file they want to save the export as. How do I create a listbox that will list the users previous exports?

Then I want the user to see a list of all the assessment records they locked and are ready to export. They can choose to Select All, Select One, Select more than one (but not all), and clear all from the list. So how do I do this?

And finally, I want to have an Export button and a Print Assessment List.

* I am looking for a starting point, as I am still learning, and would like to know the easiest way to do this.

Thanks in advance

 

[Ziggy1]

I'm thinking that because you want to list the previous exports, you would need to create an export table that will hold the records that you have and want to export. You would include a date/timestamp field to show the record is transferred to the table, and then another 2 fields for a Export status and when sent. You would use a seperate even to Actually export which would then use update queries to populate the Status and date/time sent.

This table ( actually a grouped query) would then be able to be used as the source of your List box to show you records of previous exports.

I'm picturing it this way because it almost sounds like this would be a history, and you are concerned about the record changing and also seeing past exports. So if you need to see a previous export it has to be separate from the current table so it can't be altered? You can get around the locking part by moving the record to the export table.

 

[BlueStarBrite]

I'm thinking that because you want to list the previous exports, you would need to create an export table that will hold the records that you have and want to export. You would include a date/timestamp field to show the record is transferred to the table, and then another 2 fields for a Export status and when sent. You would use a seperate even to Actually export which would then use update queries to populate the Status and date/time sent.

This table ( actually a grouped query) would then be able to be used as the source of your List box to show you records of previous exports.

I'm picturing it this way because it almost sounds like this would be a history, and you are concerned about the record changing and also seeing past exports. So if you need to see a previous export it has to be separate from the current table so it can't be altered? You can get around the locking part by moving the record to the export table.

Thank you Ziggy. This gives me a great starting point. I will try this route and let you know how it turns out. Thanks again!

 

[DCrake]

You cuold also add a new field to your assessments table that holds the status of the assessment lets say 1= locked, 2 = open, 3= awaiting export, etc then when you land on a record you can display the correct status and act accordingly.

David