I am fairly new to Access, especially Access 2007. I am creating a requisition database for a tugboat company to purchase equipment to repair the vessels. I have several tables, some for the employees, the approvers, the "Orders" and the "Order Details". One form that I have is called "Order Details". It has information like the person requesting the material, the vessel, the date it's required, the approver's name, where the material is to be delivered, etc. Then within that form, there is a subform. The subform is where they can enter several line items that have quantity, units, description, model number, estimated cost, and vendor. Several lines items which populate the "Order Details" table can be associated with one order, which is all the first information like the vessel and dates, etc. The Orders populate the "Orders" table. Then, I have a query called "Order Details Extended" that has everything in one table. Now, my problem is, I need to get these requisitions approved. The best thing I could think of was to use the "get info with e-mail" thing. I have a checkbox in the "order details" table. I could send the information to the "Approver" that was selected when entering the order information, and have the person send the e-mail back populating the checkbox field. Problem is, I don't have a table that I can send to be edited. If I just send the order details table, they don't know which vessel it's for or any of the other order information. All they would have is the part information. I can't use the Order Details Extended Query because you can't edit the query. Maybe there is a better way to do this and I just don't know, but I'm at a loss. Any help would be greatly appreciated.
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Get Approval through e-mail
- Thread starter vlbridge
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Short of using outlook forms and writing automation code to read out the custom form's data, I think your best bet is to e-mail people that there is data for them to review and ask them to open the database.
You could use a recordset to read data to put in your e-mail message.... or perhaps simpler for your purposes Dlookup to retrieve all the text you want from a query that contatenates fields you are interested in together.
You could use a recordset to read data to put in your e-mail message.... or perhaps simpler for your purposes Dlookup to retrieve all the text you want from a query that contatenates fields you are interested in together.
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Problem is, approvers are not always sitting in an office at a computer to pull up the database. They could be at a shipyard, or in another state, etc. Unless I can get it online somehow or through e-mail, this isn't going to work. Is there a way to maybe send the "order details" info through the e-mail collection feature and somehow just have information from the actual order in the e-mail just as text? The only field they really need to edit is the "Approved" checkbox. Or is there some other way to arrange the tables so that I can send it to be edited through e-mail?
The relevant native Access features are the Recordset or Dlookup Function, queries, and the docmd.sendobject statement.
You can use a combination of those to send an e-mail with text.... Interestingly, sendobject doesn't have to send an object but could also be used to send an excel spreadsheet of some or all of your data. I guess it depends on what kind of sophistication you expect to be on the device at the other end of the e-mail...
You can use a combination of those to send an e-mail with text.... Interestingly, sendobject doesn't have to send an object but could also be used to send an excel spreadsheet of some or all of your data. I guess it depends on what kind of sophistication you expect to be on the device at the other end of the e-mail...
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Well, I was hoping to have the receiver of the e-mail able to populate the "Approved" checkbox in the "Order Details" table. I guess I will look up the things that you mentioned and see if I can work something out using that. I have very basic knowledge of Access so anything that I have done, I've had to look up and learn before implementing. I used a few forms from the templates to help, but none have any type of "approval" feature, that I've seen.
You will have to automate outlook to process the e-mail... So either the user edits a file and sends it back, you save it, or you have to use an outlook form and automate outlook to send the message.... There are lots of threads about Outlook coding and like some in the Office forum... This is very advanced work and too long to try and cover in a single thread... but look for processing Outlook forms.
On the flip sided, you could jump platforms and focus on doing this with ASP.Net so it is web enabled or a canned product to do it...
On the flip sided, you could jump platforms and focus on doing this with ASP.Net so it is web enabled or a canned product to do it...
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