Table Linking and Forms

[jprochelle]

I have the following layout:

Events Table: Event Name, Description, Time
Account Manager: AcctMgr
Client List: AcctMgr ClientName, Address, Email

I want to create a query or form that does the following;

1) Looks at a specific AcctMgr, a specific event, brings up the clients for this acct manager in list form, and has an extra column labeled "Invite" that has a checkbox for yes or no. The purpose of this is for the query to load all clients of a specific acct manager (which I have already carried out successfully with a query). Then load an invite list that keeps track of which people to invite or not (as dictated by the checkbox).

I am confused as to whether or not I have to have a separate query for each new event (problematic since I am putting this system in place for perpetual use)...??

I understand creating relationships and have attempted, but everytime I try to incorporate the linked tables..and when I try to add the "invite" column to a query--the user can't even check off the box! Please help.

Thanks!

 

[PHV]

Create a table, say tblInvites, with at least following columns:
Event Name (FK to Events table PK)
ClientName (FK to Clients table PK)
Invite (boolean for the checkbox)
The PrimaryKey is composed by Event Name + ClientName

Hope This Helps, PH.
Want to get great answers to your Tek-Tips questions? Have a look at FAQ219-2884 or FAQ222-2244

 

[jprochelle]

could you explain what "FK to ...table PK" means? and also is the boolean option something i would do when making the table? also--what's the easiest way to connect this to a form that lists the events so that the user can select and event from a long list that will be imported--> (like a combo box) and then their client list populates...a new list everytime they select a different event.. is this too complex for explanation? im thinking it would take subforms.

 

[PHV]

FK stands for Foreign Key
PK stands for Primary Key
Take a look here:

http://www.abcdataworks.com/fundamentals.htm

Hope This Helps, PH.
Want to get great answers to your Tek-Tips questions? Have a look at FAQ219-2884 or FAQ222-2244

 

[jprochelle]

Okay, lastly, am I creating a separate INVITES table and then a query with the aforementioned relationships?