Sub Form Help

  • Thread starter Thread starter ftbadolato
  • Start date Start date
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ftbadolato

OK, I am brand new to Access, but it seems to be the best place to do
what I want to do.

I have a form that is tied to a Customer table. It is very simple,
just a table of customer information. I have another table in the
database that maintains my contact history information (i.e. when I
contacted the customer, how I contacted them, etc.). I inserted a
subform on the main form for this contact history table. How do I set
it up so that when I step through the customer records the subform
automatically changes to the contact history for whichever customer
record I am on. Of course, I want to be able to add history as well.

Not sure if this requires much more work, but one of the fields on the
subform is a ContactType combofield. It containts data from a table
like Phone, E-mail, Snail Mail, etc. The correct type needs to be
selected as I step through the main form and sub form.

Thanks in advance!
 
1 - Make sure that a key field is created in the Contacts table that matches
the key field in the Customers table

2 - Make sure the Wizards button is selected in the Toolbox

3 - Add a subform to the main form. The wizard will ask you what the "link
field(s)" are supposed to be. You can then use those two key fields.

4 - Use and enjoy.
 
You need a Primary Key field on your Customers table e.g. CustomerID
You also need a Foreign Key field on your ContactHistory table e.g. CustomerID

The first should be an Autonumber field, the second should be a Number field
set to Long Integer. These fields should be available (but not visible) in
each form respectively...

Now, in your subform control, select Properties/Data and set the 'Link Child
Fields' and 'Link Master Fields' both to CustomerID.

You now have a link! When you select a customer record, your subform will
show subrecords for that customer.

Steve
 
There is a FK in the Customer table that is connected to the PK in the
ContactHistory table.

Wizards button?

The sub form is already there. Is there a way I can establish "link
field(s)" after the fact?
 
OK, so it appears that there is a way to create links after the fact.
I selected my sub form, but in the Properties/Data table there is
nothing that says "Link...." This is Access 2003, does that matter?
 
Sure, using the Properties box for the Main form where you inserted your
subform. (Click the EXACT upper left corner of the subform, then select
PROPERTIES. But it's really a PITA. Since you already have the subform
created, it's MUCH faster just to CUT the current one, check the Wizard
control, and do a re-add of the subform to the mainform. Trust me, it's a
BUNCH faster.

;^)
 
You need to select the subform control in your main form. So, open the main
form in design view, select the subform control and check Properties/Data and
set the Link fields as I suggested...

From what I have read from your other posts, it seems you have your PK and
FK the wrong way round. PK's form the 'one' side of a relationship, FK's form
the 'many' side.

In the example you gave, it seems that one customer could have many records
in ContactHistory - therefore Customer is PK, History is FK...

Steve
 
Anyone still there?

For some reason I cannot find any of this. When I right-click on the
upper-left corner of the subform and select Poperties/Data, here are
the options that I have:

Record Source
Filter
Order By
Allow Filters
Allow Edits
Allow Deletions
Allow Additions
Data Entry
Recordset Type
Record Locks
Fetch Defaults
 
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