Updating Forms

[Little_Man22]

Hi,

We have a database that we use to store client information. Occasionally we have to run applications for these clients that make use of the data in our tables. One table in particular (application data) is where the application data is saved. Currenlty we re-enter a clients application information each time we run an app (not all of the clients info...just the values that are stored in the application data table). We are trying to increase our efficiency, however, and would like to not have to do this. Ideally what would be great is if I could write some code so that when the application form opened it would be filled in with all of the clients information that was entered last time.

Other info:
-each client has a unique clientID number
-currently the applicationdata table may contain the same saved info for the same client infinite number of times (each time an app is run it saves his data)
-I would have no problem deleting this old data though

What I think may be possible is that I could have a query that would search through the clientapplication table and match the clientID of the undividual for whom we are running and app and fill in the application fields with data that is already stored from his/her previous apps.

How do I do this though...

 

[jwindon]

Not sure what you are doing here, but I know how to do this.

OK. I think I'm seeing it. You have One Client to many transactions and you don't want to record the pertinent Client App information everytime, is that right?

You need two tables joined by the ClientID number.

tblClients
ClientID
ClientName
ClientStreet
ClientState
etc.

tblClientTransactions
ClientID (datatype - lookup fromtblClients)
TransactionID
TransactionDescription
etc.

For you form, you can create an unbound combo to select the Client. Unboud controls will be made to "plug in" the client app info for display only (no need to store this again as you can join that information using queries.)

Tell me if I'm on the right track before I go any further.

[This message has been edited by jwindon (edited 10-28-2001).]

 

[Little_Man22]

You are on the right track (I think). You are right when you say that we already have the pertinent client app info and do not want to re-type it into the appropriate fields everytime we run an app for the client.

I understand the part about make another table called tblclienttransactions and link it with the origional table where the data is stored (tblclients). And I really like the idea with the unbound combobox control to plug in the information.

Let me give you more details. Our database runs through a main form called frmclients (we sell insurace). So when an agent opens the database he is looking at a main form where he can tab between records to reach the client he is interested in. On the main form there is a command button called 'application'. When pressed it opens up a pop-up form called frmapplication. This is where the fields are that are specific to the particualr application (and where we don't want to have to re-type all of the info - but rather re-use the stored info from last time). So I need to figure out a way to get the pertinent fields from 'tblcurrentclientapplicationdata' to automatically fill in on frmapplication if an application has previously been run for this client in the past...does this make sense?

[This message has been edited by Little_Man22 (edited 10-28-2001).]

 

[jwindon]

I have a demo for you. I'll send it.

 

[Little_Man22]

That's Awesome

8rd2@qlink.queensu.ca