Treeview Report/Form

[DugyWugy]

Hello List,

I'm hoping you can help me with defining a 'tree' view of my data. I'd like the user to click on a plus (+) sign beside a record in a form or report and have other associated/related records from other queries/tables display. This way they can 'drill down' to view as much or little detail as required.
Example:

+ Client Name (Basic Info)
+ Calls (General Info)
+ Call Details (Detailed Data)

Any suggestions will be appreciated.
Regards,
Doug

 

[Remou]

There are quite a few posts on this topic. For example:
Need help setting up a treeview control plz Help!
thread702-565011

 

[MajP]

A treeview control requires a lot of coding, but as Remou said there are a lot of examples here on this site and on other sites. I would google to find some good examples. Here is an example that is three levels deep like you show. Thread705-1217969

The key (no pun intended) is to give the nodes unique keys that relate back to the primary keys of your table. That way when you click on a node it can open a form with details about that record. In your case you may only need 2 levels deep.

John Smith
Call: 1/1/2006 Request for service
Call: 1/3/2006 Follow up
Jane Doe
Call: 2/2/2006 Visit request
Call: 2/13/2006 Appointment verification

If you click on a persons name it pulls up a popupform with person details. If you click on a phone call, it pops up call details.

Another option you may consider is synchronized subforms. Using synchronized subforms you could have a list of people. If you click on a person, the calls subform shows all the calls for that person. If you click on a call the third subform shows the details for that call. On one form you would have 2 continous subforms and one single record form.