Using a form to Search

[daisy]

We are trying to setup a db where a couple of the fields will need to be
manually updated each month for the new records coming into the db. The
problem is that we need to be able to view all of the records attached to
that customer to be able to fill those in. Is there a way to have the form
show a filter and only pull in the data attached to the new monthly load to
make edits?

 

[John W. Vinson]

We are trying to setup a db where a couple of the fields will need to be
manually updated each month for the new records coming into the db. The
problem is that we need to be able to view all of the records attached to
that customer to be able to fill those in. Is there a way to have the form
show a filter and only pull in the data attached to the new monthly load to
make edits?

Yes; by setting the form's Filter property or by basing the form on a query
selecting the appropriate data.

For a more detailed answer please post a more detailed question, with a
description of the table upon which the form is based.

 

[daisy]

Hi John,

I've been trying to take different approaches to this and I'm wondering if
the form is the best way. There is a data table that has new monthly data
appended to it. the newly appended data could have history associated with it

for example
EffQtr Event CustomerID CustomerName InvoicedAmt
2008-1 New 123456 Customer A $25
2009-1 Renewal 123456 Customer A $50
New Data that gets appended
EffQtr Event CustomerID CustomerName InvoicedAmt
2010-1 123456 Customer A $25

I would like to create a form that would have a filter to choose the
Customers that have newly appended data and any of their historical data yo
update the event and a few other fields. We have to be able to see the
historical at the same time to be able to update the fields.

Does that help? sorry I was unclear earlier -- thank you!




Thank you in advance!!!!