Logging File Details

[iheartvba]

I don't know how to acheive this so I will list my objective first:
My objective is to Create A record in access for a file (lets say that file is located on C:\)as well as e-mails (ideally directly from outlook) without having to drag and drop that file Into access (Maybe I could highlight the file and have a macro where access can record its details). The details I need are as follow:
1.Location of File: Hyperlink
2. Year the file relates to
3. Type of file:
4. Client for who the file is for: taken from tblClientDetails
5. Description

I have tried to see whether an fso object or related function can acheive this but have had no luck so far.

This function would be of great help and any assistance would be greatly appreciated.

Thanks

 

[ajetrumpet]

to write a function like this, we will need a lot more detail, because there are a number of ways to do this. The 5 steps that you want to go through are fine, but we need to know how you get that data, and by what process you want to get it.

 

[iheartvba]

Hi,

I don't know the best process to do this, Could be something like;
1. create a variable in vba which stands for a file object and say that variable is to be defined on click of cmdDefineFile, then say you highlight the file "CreditCardReport.pdf" which is located on your C:\ then click cmdDefineFile, this should define the file object variable as C:\CreditCardReport.pdf. This is one way I would look at doing it
2.The ideal way is that I can identify a client from Table tblClients in access for which I have a folder in windows by the same name of the clients Primary Key ID. Then I can right click a file, (or by some shortcut key) choose a highlighted file and send it to that clients folder as well as logging in access the new location of that file.


Thanks

 

[ajetrumpet]

Now I may be wrong here....but I believe you can only specify a directory. As in, you cannot double click on or highlight a directory and move that target to Access. However, I do know that you can create a shortcut of any directory. Maybe you could do something with that??

And BTW, don't download Credit Card information in PDF format...Comma Seperated is a lot better.