Forms :: How To Set Up Approval Process With ACCESS Form Features
Jun 10, 2015
I am considering the possibility of revamping the employee onboarding & off-boarding process for our organisation to make it more efficient.
Current State: We use InfoPath forms in SharePoint Servers 2010 to handle onboarding/employee change/off-boarding requests submitted by the related department. With the Workflow process, the respective manager will receive email to approve the requested intake form and once it is done, the form will be assigned to someone in the business support team for processing. Once all the required logistics are completed, we shall enter the new hire's profiles into our MS Access employee database through an employee input form.
It works well although it seems like a duplication of work since the support team has to manually input the employee information, which is already captured on the InfoPath form, into the Access database. We also need to align the field options (such as data on drop down lists) in the InfoPath form with similar field on the input form in the database whenever there are new field added or changes made on existing fields.
Future State: I wonder if there is a way in Access to set up a similar request/approval process so that we can get rid of the InfoPath form when the requester can input the employee information on a onboarding intake form in Access with data stored in a temporary table. After the request is approved and subsequently completed by the business support team, we can say, click a button and transfer the employee data from the temporary table to the employee table. Of course, some sort of validation rules should apply before the transfer takes place to ensure data integrity.
I think the major challenges would be to build an approval process within Access to provide similar notification features as from InfoPath.
I know this might be a wild thinking but just want to look for possible options to save manual work and improve the efficiency of our process.
I see Access has security features, such as creating group accounts with varying levels of permissions....This all works great for my computer, as I want an administrator and read-only user accounts. The problem is that these setting seem only to apply to my machine and are not present when the database is accessed from another terminal. Is there any way to attach these security measures to the database itself as opposed to just the local settings on my machine? Thanks.
I have created a report in MS Access. When I choose the option to Publish to MS Word, I loose all of the background colors. Is this correct or am I doing something wrong? Is there a way to maintain all of the Format features when I publish?
I am trying to run a query and display the results in a report (the report side of it is childs play and not a problem). The problem I am having is that I have a search form which should allow the user to search any one of 6 fields (text boxes) or a combination of each.
If the user enters something into a field then that search criteria must match. I wanted to have it so if all fields are left blank then it will show all entries in the database (but it isn't, it shows a blank report). I also wanted it to allow partial completion of boxes.
So for instance if I have 5 customers (Jones, Jonson, Jonus, jimjonkins, Janis) and I type "Jon" into the name field then I would like it to show the first 4 records as they all contain "jon" somewhere in their name but its not, its only allowing exact matches.
I currently have '[forms]![Search_Customer]![Search_Name]'.
I have 4 csv files, that need to be imported into Access.
1. I'm building 4 linked tables so users can update the table as needed. Then run queries based on these tables to produce report. But maybe there's a better way? the file name and location might be dymatic, so anything like 'getopenfilename' would be easier instead of linked tables?
2. These data need to be clean up first to become a 'database table'. (Delete first 2 rows, delete some columns, remove duplicates etc.) I know how to do them in VBA Excel, but never used Macro in Access before.
I'm not sure if I am biting off more than I can chew. I have a text field in each record in my database (Inherited) The db has nearly 5,000 records. I would like to split the field into records in a seperate table. An Example of the table as is now;
Is this possible in one hit or do I need to process the records without dates first and then run another process to split those with Dates? I say dates but the field is a text field. About 15-20% of the records contain dates which are always enclosed in parenthesis.
I have a query based on an SQL database that our company uses to document problems and resolutions. I need to run a report that will show all the reports that were completed in the last 30 day. The field that the approval date is documented is called dbo_approved. Sometimes a report is approved and then at a later date reopened to add something then approved again. The design of this database is such that the first approval is one record and the second approval is a different record. So, using a normal query I will find some records that were previously appproved which I don't care about. I only want a list of reports that were approved for the first time within the last 30 days. Is there a criteria I can use in my query to only look for the first approval date?
We have a user that wants to pull data from multiple oracle tables into one access table. She will probably want to run this process daily. The tables will join easy enough, but I wasn't sure what the best way to go about doing this was. I haven't used access very much. Again, this is a member of the user community and she is wanting to do this thru access. Ideally, if it could be automated some way, or set up in some way where the user would not have to do much more than start the process (and not have to redo any "select" statements each time). I would assume some kind of combination of links and import (maybe using a macro?), but again I know very little about access.
Is there a way that when I field gets a password entered into a field the form can be locked so nothing on that record or subform linking to that record can be altered ...
I need to schedule the opening of a MS Access database which is password protected.
I think the best way to do this would be to use schedule a batch process to run, can anyone help with the script to create a batch proccess to only OPEN and CLOSE an MS Access database?
I am using a web browser control on one of my forms The problem is that when I close my application down, after using the form with the wbc, an access process keeps running in the background. More severe: every time I start my app again and close it, another access process is added to the processes that are already running.
I have just created a splash screen for my database.
I was wondering if anyone knows anything else that is good to add to this form which would make it look pretty impressive?
I would like to add a loading bar (Similar to the one that appears at the bottom the page on internet explorer). Does anyone know if this is possible? If so how do you do it?
I have about 125 .mdb's I want to go through, and in each one, select a table and run a "find duplicates" query, creating a table of duplicate record info for research into why there are duplicates.. I am aware I can manually do this within each .mdb, but would be happy to be able to automate the process.
I wasn't sure what to search for, which is the reason for my posting. If anyone has an idea (and not questions on why I want to do this, or probs. I might encounter), I would be most appreciative.
I developed a sales database that contains around twenty forms, (in addition to tables, queries, reports and 2 modules). In these forms, I'm setting recordsets, select statements and filters. We recently hired a person to set up a Virtual Private Network. After spending a couple of thousands on a server and countless hours reprogramming the database to have multiple users access the database out in the field, (via Verizon broadband network card), we were unsuccessful to use the database since it was taking too long to download the data or perform any calculations. The database is split. The users have a front end.
The person setting the VPN has suggested that I get rid of all the queries that I have in the forms (which is impossible), or use Visual Basic for the front end instead of Access with VBA.
When I set up the recordsets I use the following setting: rs.CursorLocation = adUseClient rs.CursorType = adOpenDynamic rs.LockType = adLockOptimistic
I don't know what to do. This program is very complicated and I don't want to have to reprogram the whole thing with Visual Basic, and I don't know how the front end is going to work if I eliminate all the queries, select statements and filtering.
Any ideas, comments or suggestions would be appreciated.
I need a button on a form to not only add a new record but also run a query. I can't see how to do this using a macro and my coding experience is limited. How can I get this button to do both of these actions?
I think that I should add that the add record action must happed first. However, I have noticed that this automatically increments the record number in the navigation section to the next number and blanks the firelds in the form (which is data entry mode). As the query relies on information given in the fields on the form, i don't want the field to be blanked. I'd like the the for to stay on the same record until the query has finished. Once this has happened, I'd like the form to reset itself so that it looks as if it's just been opened and the first record is the new record (just as if you'd opened a form in data entry mode).
Sorry, complex I know. :( :confused: I'm sure there's some one out there how's got the answer though. :cool:
In my database i need two process in the database one is SOD(Start of Day) and the 2nd one is EOD (End Of Day). The purpose of these process to run multiple hidden queries in back-end. In both processes there are several queries to run. How i can built this but this is necessary for database. another thing these process execute only once a day. after login i want to run a form that will check that SOD is performed or not if not then SOD (Run SOD) Screen will appear if SOD not perform yet then system ask for SOD Process to run otherwise disable my dashboard items. and 2ndly if EOD not performed last day then system will run normally and not ask for SOD process.
Dear All, I prepared times ago a database that contains important data that will be frequently updated. Since yesterday I cannot load the database anymore. I get a pop-up with following statement: Quote The Microsoft Jet database engine stopped the process because you and another user are attempting to change the same data at the same time Unquote If I click ok, the loading process will be aborted. I'm the only user of this database, neither the database nor the directory containing the database is sharable. It is located on the harddisk of my computer which nobody from outside can access. What can I do to recover the access to my database?
I use MS Office 2003 but tried to open the database also on MS Office 2000 with the same result. The Help function of MS-Access does not really help. Who knows how to solve the probleem???? With regards Siegfried
I have this update query that does not quite work. I have attached a picture of the design view. What I need to do is process each line and update the processed field (yes no) to minus one to then exclude that record. Unfortunately when this query runs, it sets the processed field after matching all records.
I have a process that takes a few minutes to finish. I would like a message box to appear and stay up for the entire process. I have a message box that tells the user it may take a few minutes to complete and one that tells them when its complete.
Hey, i'm working on creating a database. it's involves a customer booking a ticket for a flight. i have three tables, customer, booking and flight.
anyways, i'm having trouble applying the price the customer needs to pay
say there's an attribute on table Flight -> flightprice.
when a customer makes a booking, discounts are applied to the price.
discounts include: 1. Special seasonal discount, (eg from Sept to November) - 4% 2. Member discount - 6% 3. frequent flyer discount - 5% 4. other discount - 4%
the thing is that these discounts are stackable. ie, applied together. (eg a person eligible for member discount and frequent flyer discount will get 11% discount total)
i know that if only one of the discount rates apply, then i'd be able to create a new table called Discounts and have a one to many relationship with the Booking table.
but i'm not sure how i need to bypass this when several discount rates can be applied at once to a single booking.
------------------- also on another note.
how can i make the seasonal booking only be applied if the date of the booking lies in between the promotion season?
I have a large database of items we sell on Amazon, I am looking to automate the process of uploading the inventory.
I am uploading a tab delimeted text file using the following code,
With CreateObject("msxml2.xmlhttp") .Open "POST", strURL, False .setRequestHeader "Host:", "mws.amazonservices.co.uk" .setRequestHeader "User-Agent:", "VBA" .setRequestHeader "Content-MD5:", md5hdr2 .setRequestHeader "Content-Type:", "text" .send c2a Forms!Form1.Text3.value = .responseText End With
I am confident I have the signature and the MD5 Header, but I cannot get the data into Amazon!
I keep getting a non-descript error "InputDataError".
When debugging my Play API, I was told that the "send" command was not uploading the file contents, it was uploading the filename! So c2a is a string variable that contains the tab delimited data. This works like a charm for Play, but no joy for Amazon.
I am just getting started creation a new database for batch process production records that will be filled completed in the field real time. I had started out creating a table that had fields for each step of the process. Such as:
I have seperate tables for listing equipment, Processes and standard times for each step of the process. I realize that another way of doing it would be to create another table with a list of the process steps and then my table would look somethink like this.
The problem is, I want a form (batchsheet) that already has all of the steps listed for the data entry person and simply a blank for them to enter what time they completed each step. I dont want the client to have to select a [step].
My department has customer database using microsoft access with the main table being a linked table to SQL-Server database down in IT department.
I've only been recently made aware that the staffs have been having problem when trying to change or delete old data. It keeps on bringing up the error message
The Microsoft Jet database engine stopped the process because you and another user are attempting to change the same data at the same time. which is hardly the case since each staff are assigned only one customer to work on.
While it is technically possible to have many people working on the same data, business wise, it is impossible to do that.
I still come up with the same error even when the IT department confirms that no one accessing the SQL-Server table and I was the only one logged in.
This leads me to believe that there is something in the code that somehow preventing the table being edited or deleted. The problem is the database is so huge and was designed by my predecessor so I do not have any knowledge of the complete working of the codes behind it.
If it's the problem with the code, can anyone tell me what sort of codes caused this? If not, can anyone tell me what happened?
I am developing a database and testing it with dummy data. With 50,000 records, the query process using SQL command is just OK. But if I double the total records, the query process takes longer time. The query is to make recapitulation using SUM of SQL command based on certain criteria. Any idea to make the query faster?
I am working on a database that uses a table from another access database. I am not sure but I think the problem started after this line was added to the code:
Set dbk = OpenDatabase("D:My documentsJapiOritaColorBazeKnjigovodstvo1.1.md b")
The database still works fine on one machine. When I copy it to another machine, that is when I receive 3197 error.
When I copy database to another machine without the code that contains the line from above, and copy the same code in the same form after opening copied databse, the problem is solved.
Does anybody know why is this happening? How can I fix this?
I have created a db that is used strictly for data entry. I have one main form with about 6 embedded subforms and the db is broken down into a FE/BE. I currently only have one user in the database and sometimes when the user tabs into one of the subforms the will receive error 3197. I have searched the forum and have read that this error may be caused by a OLE or memo field but I have neither. There is no pattern to the error it seems to happen sporadically. Any ideas?
