Solved Last bit of help needed for CRM

[NatAccessNewbie]

Wow this forum has been so helpful! Thank you! I just need help with a couple of last things and then its done

The first thing I would like to know how to do is when I open my customer details form how do I set it up so that the relevant customer's name appears in the header. At the moment I just have a simple title that says "Customers Details" lol

Secondly, I want to place a button on my customer details form that will allow me to create a new order for that specific customer who's record I am viewing.

Thank in advance!

 

[bob fitz]

The first thing I would like to know how to do is when I open my customer details form how do I set it up so that the relevant customer's name appears in the header. At the moment I just have a simple title that says "Customers Details" lol

Perhaps you could use the form's OnCurrent event to set the form's Caption property

 

[bob fitz]

Secondly, I want to place a button on my customer details form that will allow me to create a new order for that specific customer who's record I am viewing.

I thought you had already dealt with that in your eariler post: https://www.access-programmers.co.u...rder-for-customer-button.321542/#post-1807905

 

[Gasman]

I thought you had already dealt with that in your eariler post: https://www.access-programmers.co.u...rder-for-customer-button.321542/#post-1807905

Crikey, O/P's memory is worse than mine

 

[NatAccessNewbie]

Perhaps you could use the form's OnCurrent event to set the form's Caption property

I'm a complete beginner at this so need more information please. I've located the OnCurrent section on the form property tab and I've opened the code builder which says...

Private Sub Form_Current()

End Sub

I've not a clue what to do next haha

 

[NatAccessNewbie]

I thought you had already dealt with that in your eariler post

No that was for my a button on my Dashboard form that opened the new order form on a blank record, which I managed to do.

What I'd like to do now is have a button on my Customer Details form that opens the New Order form but linked to that customers record (so it will already have their name and Customer ID in it)

 

[Gasman]

I would pass the id in as Openargs
Then in the form current event if new record, set the custid from the openargs.
You can also do a DLookUp() to get the name, or pass that in as well via openargs?

Destination form

Private Sub Form_Current()
If Me.NewRecord Then
    Me.ClientID = Me.OpenArgs
End If
End Sub

Source form

DoCmd.OpenForm "frmSubmitterClient", , , "ClientID = " & Me.ClientID, , acDialog, Me.ClientID

I tend not to have a form for new and current records, so I also pass in the ID as a where clause.
If no records for that ID then we have a new record, and so I set the ID from OpenArgs.
If there are records for that ID, then I get to see them?

HTH

 

[Gasman]

See also this DB from @GPGeorge

http://www.gpcdata.com/Downloads/AddEdit.zip

 

[NatAccessNewbie]

I would pass the id in as Openargs
Then in the form current event if new record, set the custid from the openargs.
You can also do a DLookUp() to get the name, or pass that in as well via openargs?

Destination form

Private Sub Form_Current()
If Me.NewRecord Then
    Me.ClientID = Me.OpenArgs
End If
End Sub

Source form

DoCmd.OpenForm "frmSubmitterClient", , , "ClientID = " & Me.ClientID, , acDialog, Me.ClientID

I tend not to have a form for new and current records, so I also pass in the ID as a where clause.
If no records for that ID then we have a new record, and so I set the ID from OpenArgs.
If there are records for that ID, then I get to see them?

HTH

I'm sorry but I've not a clue what any of that means I'm a complete beginner when it comes to coding in access, actually coding in general haha

 

[Gasman]

So look at the link I posted.?