I've been given an exercise. Add a field to the Tasks table and make sure it is visible on the incident form as a drop down list. So I've added a column to the table. But how do I then get that drop down list on to the incidents form?
Load up an incident record and then right click on the header of the form. Then go to configure and then click form layout. You can also use the form designer. In either situation, just drag the field from the left to the right. In the form designer it's a little bit easier to choose exactly where you want the field to show up.
Pro tip: you can easily get to the incident form by typing "incident.form" into the application navigator filler bar on the left and pressing enter.
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I have a form in MS Access 2013 that is associated with two tables. The form populates with various fields from each table. I also have several buttons to Add a Record, Find a Record (from one of the tables), Save, and Close Form. I want to add a button that allows me to find a record from the other table. I was successfull creating the button, but the button is looking at the wrong table. I want the button to look at the other table but I can't find a way to switch the table the button is looking at. I don't understand Macros very well but this appears to be a very easy problem. How can I make the button look at the right table?
I've been searching for a few days and doing every word combination I can think of to try to find the answer to my issue. I'm hoping someone can help me.
Before I begin I'd also like to say I'm very new to Access and admittedly not great with it. I'm still learning so this could be a very easy fix or I may have messed up beyond belief.
The issue I'm having is I've setup several page tab on a form and entered all the information for my records. However I cannot get the page tabs to pull up the corresponding records. Instead I have to either search through the records which doesn't always work or I have to arrow to the right record after selecting the tab I want. I'd like it so that when I click the tab it brings up the proper record automatically. If someone can point out where I'm going wrong and how to fix it I would greatly appreciate it. See below for some pics of what I mean.
As you can see in the first image. The tab name "Auto PLUS" doesn't bring up the proper record. instead I have to manually change the record using the arrows at the bottom of the form (see the arrow at the bottom of the image) in order to change the record. I need the record and the tab to match. Any help would be so greatly appreciated.
Thanks in advance for any help!!
-Deke
Assuming your form is bound (if in design mode your fields do NOT say "Unbound" then your form is bound), you simply need to add some VBA code to each tab's OnClick event.
Enter design mode and select the first tab "Claims Other". Open the properties pane, click the event tab, and click the ellipsis at the end of the OnClick line. When prompted, select "Code Builder" and it should launch the Visual Basic Editor.
It will put your cursor automatically in the correct position. Copy/Paste:
DoCmd.GoToRecord acDataForm, Form1, acGoTo, 1
The 1 should correspond to "Claims Other's" proper record in your table. Use the row number, not the ID number to determine what it should be.
Go back to Form View and click on the "Claims Other's" tab. The data should show the corresponding record in your table.
Repeat the steps of adding events to each tab, finding the relevant record in your table, and replacing the 1 from the above code.
Can anyone, please, help me with Libreoffice Base form creation?
I have the following tables:
And I'm trying to add a form to enter new RESOURCES record with the following fields: [RESOURCE_NAME], [CURRENCY_NAME] and [AMOUNT]. But after 10+ tries I have not succeeded. I have tried adding it via wizard, selecting RESOURCES as main form and CURRENCIES as subform and vice versa. I have tried VIEWS and forms based on them. These tries only gave to me or no possibility to enter new record, either creation of the new CURRENCY.
I don't need to create new currency via this form, I only want to enter new Resource (only enter once, not to modify, not to delete). Since I don't want to remember all the ID's I want to select currency name via DropDown list.
Can anyone provide instructions about how to do it, please?
Thanks.
You do not need a subform for this - just create your form document with RESOURCES as the main form (only form).
You will need a listbox to enter the currency item. A listbox has two fields, a display field and a field that is saved in the table. You will set it up to display CURRENCY_NAME and store CURRENCY_ID.
When you create a listbox, the wizard that pops up may get you what you want. If the wizard falls short:
Make sure the form document is open in design mode: on the "Form Controls" toolbar, the leftmost/topmost icon of a pencil with a triangle should be depressed. If this icon is grayed out, close your document, right-click on its name and choose "Edit".
Right-click on the listbox and choose "Control"; this will open the properties window
On the tab "Data" change the "Type of list contents" to "Sql"
In the field "List content" enter SELECT "CURRENCY_NAME", "CURRENCY_ID" FROM "CURRENCIES" ORDER BY "CURRENCY_NAME"
The Bound Field should default to 1. If it isn't 1, change it to 1.
Close the properties window and save your form. It should work as you want now.
If you want a listbox inside a tablegrid: after you create the table, with the form in edit mode, right-click on the column name you want to change and choose "Replace with" and then "listbox".
Edited to include comment by OP about bound field needing to be 1
IS this possible to have check boxes in crm 2015 page (not through web resource) , I tried to implement couples of solution with js but did not work out. Any comments would be useful.
You can add checkboxes by creating fields of type two options. Then, add them to an entity form and in the field properties window, change the format to "checkbox".
Check this out: https://www.microsoft.com/en-US/dynamics/crm-customer-center/create-or-edit-entity-fields.aspx
Possible data types for a field
Two options
After creating this field, configure it in the form to which it was added. In the form, select whether the field is displayed as option buttons (also known as radio buttons), a check box, or a list.
Cheers.
In the Dynamics CRM entity form editor:
Click New Field button on the extreme down-right corner
Provide Name to the field
Set data type as Two options
Save the record
Drag this newly added field into the form from the right side field list
Click Change Properties in the menu bar
In the pop-up click the Formatting tab
Select Two radio buttons / Check box / List in the Control formatting section
Click OK
I am using a simple tree view on the left side for a company to see linked entities like opportunities, contacts, etc.,
When I click on a contact, my browser gets redirected to the contact, but I want to stay on the company view and load the contact details into the second or third column or just any sector on that company view.
Getting redirected to each record every time I click a link is annoying because I lose my track and sometimes I want to see the parent details while I see the details of a child record. In this case I want to keep the company view while I can load one contact on the same view without any page load or redirection.
Note: I am using a demo access to Dynamics CRM 2015 online and installed a plugin from a third party to get a tree view. The above is not dependent on my tree view. This can also be done for activities for example which is listed on right column by default. By clicking on an activity, I would like to see the activity details loaded in some panel on the middle column or anywhere I want, without being redirected.
You probably can make do with a Quick View.
Let's say you want to do this trick with Accounts and Contacts, to display info for contacts inside an Account. It goes like this:
Create a lookup inside Account, to Contact entity. Put it on the form (you can make it not visible, doesn't matter).
Create a "Quick View" form inside Contact. They are built similar to normal forms. Include all the info you want to display.
Go back to Account form, INSERT -> Quick View. Select the lookup you made in point 1, and the quick view you just created.
The quick view will display on the Account form, grabbing info from the Contact selected inside the lookup. If you left the new lookup visible, you can play with it and see how it works.
4b. You probably will now need to "link" the treeview with the lookup somehow (since it's third-party I'm unable to offer any insight about it). It will require a bit of javascript for sure.
For more details, as usual, refer to MSDN
Ps: If you want to try it out fast, skip #1 and pick "Primary contact" as field in #3 (it's standad, and most likely already on the form)