Subforms

  • Thread starter Thread starter Robert Lee
  • Start date Start date
R

Robert Lee

I'm looking to create a subform on a tabbed form for employee and staff
information. The form, generally, will keep information regarding sales
staff at my company. On the first tab, employee information (name, title,
phone, email) will be entered. On the second tab will be the subform.

The subform is based off a query that identifies open sales opportunities.
It includes information like who the customer is, who the sales lead is, the
opening date, sales category, etc.

When using the staff information form, I'd like the subform to list all
sales opportunities for that particular staff member.

For example, if I enter "Jim Smith" as a Account Executive on the first tab,
with all his information, I'd like to click on the second tab and see the
subform identify OPEN sales opportunities for which "Jim Smith" is the sales
lead, as new opportunities are open and old ones are closed.

How do I do that?
 
You need to establish the relationship first. You want a one-to-many
relationship between mainform and subform. Whatever you use for the primary
key, like employee ID, saleman id, or whatever, needs to be the foreign key
in the table that will produce the subform. Then build the form, add the
subform and link the master-child field on your ID number. Now you will have
established your mainform-subform link. The subform wizard would do that for
you. Then you need a combobox on the mainform for your lookup. The combobox
wizard should do that for you as well.
 
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