I have a column "full name" in a list and I want to configure drill down for it so that when I click on a particular user's full name, it displays all the bio data of that user from another table.
My requirement is that at the front end, it should show the full names of the users, but when I click on the user's name, it should pass E-mail address of the user for the drill down.
Please need help for doing it.
I'm going to assume you are using a list object. the instructions for a crosstab would be slightly different:
Add the item you want to pass to the drill-through target to your query
In the report page, select the list
Click on the ellipses (...) in the 'Properties' property of the list object
Check the box next to the data item that you added to the query in step 1 and click 'OK'
When you define the drill-through parameters, select 'Pass the data item value' for the method and the data item added to the query in step 1 as the Value.
Related
I'm trying to implement an update procedure like the one in this blog post (via extra entity and workflow updating account, triggered when the new entity is being created)
http://www.powerobjects.com/2013/08/01/updating-records-in-microsoft-dynamics-crm/
In my list and the new entity "Account Update" I have 3 fields for the full name of a company (name, name_2, name_3).
In my workflow I want to put these 3 together and combine their values in the Account field "Company" (the company's name).
In the process I tried to insert them via the "Form Assistant" and in the field "Company" I now have the following entry:
{Name(Account Update);Name_2(Account Update);Name_3(Account Update)}
but it doesn't seem to work. After my import and update of the account (which ends successful) the value in "Company" is only the value of the first name field.
Is it possible to combine values?
What exactly does it do, when I choose more than one field in the Form Assistant and say OK?
So at last I figured out how to archive it.
With the "Form Assistant" you can combine or add multiple field values to one new field but it is a bit tricky.
The value in the process update the properies have to look like this:
{Name(Account Update)} {Name_2(Account Update)} {Name_3(Account Update)}
BUT
It does not work if you enter this as text, you have to add the fields one after another so that they are recognized as fields (and marked yellow).
Click into the field (here: "Company").
Then choose the first field in the Form Assistant. Click "Add", choose it in the list below and click "OK". Now the field is in the field "Company".
Now go behind the end of the text in the field make a space and then choose and add the second field (clear the list in the Form Assistant before so that now only the second field is in the list)
So it's right if it looks like:
{Name(Account Update)} {Name_2(Account Update)}
Wrong if looks like following (happens when you keep the first field in the list before adding the second with "OK")
{Name(Account Update);Name_2(Account Update)}
I have a form that submits parameters to a query, then opens the resulting record in another form. The problem is, whenever there is more than one record it automatically puts the first one into the from without any kind of option to choose the record I want. I have a macro set up on the search button on the first form that submits the parameters to the query and then displays it in the second form, I've tried to set up another macro in between the two, but I don't know if it's possible to set up the expression creator to check the number of rows resulting from a query. Is it possible to modify the query to create a prompt to choose which record I want? Or should I change something else?
This is the query:(automatically created by access)
SELECT CHILD.CHILD_L_NAME, CHILD.CHILD_F_NAME, CHILD.DOB, CHILD.GENDER, CHILD.DAYS_IN_CARE,
CHILD.HOURS_PER_DAY, CHILD.ENROLLMENT_DATE, CHILD.CHILD_ADDRESS, CHILD.CHILD_CITY,
CHILD.CHILD_ZIP, CHILD.CHILD_STATE, CHILD.CLASSROOM, CHILD.SNACK, CHILD.LAST_UPDATED, CHILD.CIN
FROM CHILD
WHERE (((CHILD.CHILD_L_NAME)=[Forms]![Search]![L_NAME]) AND
((CHILD.CHILD_F_NAME)=[Forms]![Search]![F_NAME])) OR
(((CHILD.CHILD_L_NAME)=[Forms]![Search]![L_NAME]) AND
((CHILD.DOB)=[Forms]![Search]![DOB])) OR
(((CHILD.DOB)=[Forms]![Search]![DOB])) OR
(((CHILD.CHILD_L_NAME)=[Forms]![Search]![L_NAME]));
If I understood well your problem and you use VBA it's quite easy to do.
You can create a reduced query based on the query you're creating with the button. This new query should include all and only the fields that allows you to discriminate beetwen the records to show in the 2nd form.
For instance it could include LastName, FirstName and classroom to select between children with same full name.
You can count the number of records of this 2nd query and if greater than 1 it means that you have more than one children to show.
So you can use this 2nd query to populate a combo-box or a listbox for selecting the record you really want to show.
When number of records is 1 you can simply skip the listbox population using an if statement on recordcount.
Next step is opening the form with the selected (or unique) record.
Bye
I have Form1. I have table "Category", now I want to display all CategoryName in to combobox cbbCategory in Form1, the category names data are retrieved from Category table, how can I do this?
There are several ways you can do this, from querying the table into an array, writing as a SQL query, etc and setting up the properties.
What I would suggest for a start is this. Open your form.
Right-click anywhere in the form and pick "Data Environment".
If the category table is NOT already shown in the window, right-click and select Add. It will prompt you to pick a table and select your category table. Then close the data environment.
Now, put a combobox on your form if you have not done so already.
Right-click on the combobox and click "Builder". It will walk you through the selection process to get what you want. Start with picking the table... your category table. Then it has picker next to it to identify which column(s) you want to be displayed in the combobox. If your category table has both an ID and a description, I would pick your description FIRST, then the internal ID column second (so we can hide the second column if you dont want to actually show it).
Click on the second tab for "Style", and to clarify the difference between a "Drop-down Combo" vs "Drop-down List" is that a combo will default show you available choices, but if one is not available, allows a user to manually enter a new one which you might want to allow adding to your master category lookup table. "Drop-down List" is fixed to only allow the user to pick an entry from those available and nothing else.
Next, click on the Layout tab. This allows you to adjust the columns widths to see/hide what it will look like during drop-down mode (just stretch/shrink the columns)
Finally, the "Value" tab. It is asking for which column from those you selected to be available do you want to store behind-the-scenes. If an ID column, so be it... if the description, that's fine too. You can leave the last "Field Name" blank for now and it will just store whatever is selected into the comboboxes "Value" property... from which you can do whatever you need to in next phase of you app.
I am trying to create a report putting a field called contact which has the name of a person. This name is linked directly to another table where I keep all the contacts.
For some strange reason, when I include this name (which in query view displays as the name of the contact), instead of the name appearing, the unique ID number is shown on my report.
As mentioned in the article cited in the above comment, you can use a Combo Box control on your report to do the lookup for you. To see how this can be done, create a new report based on the table containing the lookup field, then drag and drop that field onto the report. That will create a Combo Box control with properties that look something like this:
Row Source: SELECT [Clients].[ID], [Clients].[LastName] FROM Clients;
Bound Column: 1
Column Count: 2
Column Widths: 0";1"
You could use a similar Combo Box control on your actual report to display the client's name rather than their numeric ID value.
Another alternative would be to change the Control Source of the report's Text Box control to have it do a DLookUp() on the table. If the lookup field is named [client] then changing the Control Source of the Text Box to something like
=DLookUp("LastName","Clients","ID=" & [client])
would also work.
I wanted to add to the great answer by Gord:
When using a "web" database (started in Access 2007 I think), you cannot change a report's fields to ComboBox style, nor can you use DLookUp(). (web databases lack a ton of features)
The workaround for this, if you want to create a Web-Report that uses lookup fields, is to create a Web-Query first based on your Web-Table (all the Web-* stuff has a www planet icon over the logo, if you create a new Web-DB in Access 2007+ you'll see what I mean)
So, instead of Table -> Report, you'll have to do W-Table -> W-Query -> W-Report.
Then, the only thing you need to customize to get the data right is the W-Query. Start by trying to reproduce the look in the query to match what you want users to see in the report. Note that here in the query, lookups will work fine (instead of the unique ID's, you get field names like you want). However, this will not carry over to the report. To do that, you gotta get the actual text field name you want into the query:
You should already have one table in your query; start by adding the table that your first lookup field points to. For example, the table I want to print is called Stock_Boards, and it has a lookup field called PCBID_lookup that points to the table Stock_PCBs.
Since you're using lookup fields, there should already be a relationship line between the two tables when you add the second one. If there isn't, something has gone horribly wrong.
Now, see how that line connects two fields on the two different tables? For example, I've got my PCBID_lookup field on my Stock_Boards table, which connects to the ID field on my Stock_PCBs table. If I created a report from this now, PCBID_lookup would be a number, a number that correlates to the ID of a record on Stock_PCBs.
To fix it, I will add the name field I want to show up on the report. In my example, that happens to be a Part Number, rather than the ID. I add the PartNumber field from my Stock_PCBs table to the query, and remove the PCBID_lookup field of the Stock_Boards table from my query.
Since PartNumber is what I want to show up on my report, it effectively replaces the original field (PCBID_lookup)
Repeat for all lookup fields you want in your report.
I had 1 more: I removed the Status field of the Stock_Boards table (which was an ID/Lookup) and added the 'Status' field from the Status table (which was the actual text name)
When finished, your query should look exactly how you want the data to appear, without any special tricks or asking Access to do something unnatural. Save your query, and create a web-report from it. Done!
I am using Cognos 8.2 to create a report with a prompt page. I am trying to create a prompt page that allows the user to choose what type of item they want to see, and then the workers assigned.
Example: Show me the workers working on projects of type 'A' and that would trigger a list of workers to be displayed who are currently working on projects of type 'A' and then the user could choose a worker/workers from the list to be displayed in the report.
I am trying to use javascript in the html item, but I have never worked with javascript before, and I am having little luck. I dont know if it is even possible or not to pass a variable to another item on the prompt page. Any ideas or examples would be appreciated.
Bring your worker names into a data item (eg [People]) - then, create another data item with a case statement:
CASE
WHEN ([People] in ('John','Jessica','Jane','Jeff'))
THEN ('Group J')
WHEN ([People] in ('Adam', 'Alex', 'Anne'))
THEN ('Group A')
ELSE 'No Group'
END
Name this data item "Group"
Then create a filter on the query: [Group] = ?Group Prompt?
Then you should be able to input 'Group A' and get only those from Group A.