Linking Records In Same Table
Oct 10, 2007
Hi,
I have been thinking of allowing our users to be able to link records together within our database.
We have a CRM system that lists customers and their details of mortgages and other insurance related products which they have. Some entries maybe linked in some way, possibly other family members etc.
My question is, is it possible to perform this kind of action? So they can then see relationships between either related records (ID ref etc).
I'm sure I've seen this in SQL based applications, but haven't come across it within Access.
Thanks
Matt
View Replies
ADVERTISEMENT
Nov 21, 2012
I have a table (tbl Team Info) which contains names and codes for teams within my business (>400 records) and another table (tbl Process) which contains a list of high level tasks (30 records).
I need to create something where for each team name 9in tbl Team Info) I can map them to the tasks that they undertake (in tbl Process) and assign a percentage of time then spend on each task. Each team could map to several different tasks.
View 3 Replies
View Related
May 17, 2005
Hi all, here's a challenge for you:
I'm building an access2000 database for the development department for a nonprofit. The database houses a contact list which is populated by the names, addresses etc. of all the people that have donated money. The organization will often receive a gift from the husband OR the wife - so we want to have 'gift histories' which isolate a unique record (the individual - in this case we don't want to send a thankyou letter to John AND Mary Smith for a gift that came in from ONLY John Smith). However, when the organization has a fundraising event, or wants to identify how much a specific household has donated then we want to run mail merges and reports that pull information from both the husband AND the wife's records.
Currently the only to do these things is a manuel process. We have records for:
John Smith (husband)
Marry Smith (Wife)
THEN WE ALSO HAVE
John and Mary Smith
Therefore, whenever we want to send out a mailing or generate a report we have to delete duplicate addresses from the mail query report, making sure we use the appropriate record for the mailing.
Thus, my question is this:
Is there a way to associate two records from within the same table? That way I could:
run a report for just 'John Smith' OR John Smith PLUS affiliate record.
Send a mailing to 'John Smith' OR send a single mailing to John smith AND affiliate.
This very simple task is actually quite difficult because access doesn't want me to link two records from within the same table. Any suggestions?
Thank you in advance for your thoughts.
- John
View 2 Replies
View Related
Dec 3, 2004
Attempted to link to a table on an SQL Server, which included customer records & various contact dates, after the importing the records became corrupted in that they repeated the initial date over & over e.g.
Customer Date
AB1111 16.11.04
AB1111 16.11.04
AB1111 16.11.04
AB1111 16.11.04
...as opposed to listing same account number but with 4 different contact dates...also when the Access database was opened on a different PC (also Office 2K) the table was displayed correctly?
Has anyone else come accross the same issue, any advice/guidance much appreciated. :rolleyes:
View 1 Replies
View Related
Apr 21, 2014
I have been looking around for a while now to learn how to show in a subform similar records from the same table, and a way to link them together.
I work for a mental health organization and we have a call log database that we create a new record every time a person calls us - this allows us to track the outcome of these calls. Over the last 3 years we have about 10% repeat callers. I am trying to find a way, when creating a new entry, to see if this person has called before, and if they have, link their past contact (record) to the new contact (new record).
For example.
Caller: John Smith (555) 555-5555 (this is the new record)
in the subform, a list would populate all the 'john smith' records with an option to link or attach them to the new record.
View 8 Replies
View Related
Apr 22, 2013
I have a database with a table with company names, then a relationship to another table that shows that companies' address, but I also want there to be an address 2 and 3 and so on, and some of our companies have multiple sites.So what Im asking is how would you be able to show multiple data, on a sing record.
View 3 Replies
View Related
Nov 5, 2006
Hello,
I have created a very simple database. I have one form and one table. I have items in the same table as different records that are similar but not the same. I would love to create a link between records to get to these similar records easily. I have read a lot about linking between tables on other things; is it possible to link between records on the same table? If so, any info on where to find it?
Thank you for your help!
Take care,
Greg
View 1 Replies
View Related
Nov 17, 2004
Hi,
I'm experimenting with access and I figured I'd try making a small recipe database, and I entered in all my field names like: Item, Item description, Ingredients, Procedure, etc etc. And when I make my form I want to be able to have links in my ingredients list.
So for example:
Item: Birthday Cake
Item Description: Cake for birthdays.
Ingredients: Eggs, Flour, Frosting, etc.
Now eggs and flour in the ingredients list wouldn't have links since they're basic components. But for frosting, I want to be able to click it like a hyperlink and it'll send me to this record:
Item: Frosting
Item Description: Sweet stuff that goes on cakes.
Ingredients: Sugar, etc etc.
I found out i can link fields in different tables together. But is there a way to do what I'm describing above? Linking records to other records?
View 1 Replies
View Related
Dec 6, 2007
Hi,
First of all, apologies if this is in the wrong forum, it's my first post and I'm new to the site.
I'm currently working on an Access database that stores personal details.
I would like to be able to link the database to a network drive so a user can see all related .doc .pdf .xls files on the network that are associated with that record.
**************************
Here is the ideal situation:
User looks up record with unique ID 123456 in the database
Database then displays screen showing content of S:Users123456 (Where S: is a network drive)
User clicks database record showing "Personal Details.doc"
MS Word opens S:Users123456Personal Details.doc
**************************************
Any help would be greatly appreciated.
Thanks
Simon Tindall
View 1 Replies
View Related
Jan 18, 2006
Before I spend an age trying to get this to work I thought I'd consult some experts.
I have a main data table for recording all possible insurance claims against a company. What I want to do is create say 2 incidents but link them in some way. i.e. One of our drivers had a car accident (1 claim against our motor policy), but then the driver of the other car sues us(1 claim against our public liability).
I can create 2 seperate records and maybe have a field to highlight parent/child reference numbers, but is there anyway I could allow the user to click a button and see the related records simultaneously?
Cheers
View 2 Replies
View Related
Sep 29, 2005
I posted earlier today and despite all of my best efforst I have made very little progress. I keep hitting my head on the desk at the same point.
I am trying to get one tool entry to link to many records for each tool.
The form [frmVibrationResults] holds tool info, PK is [serial number/reference] as a text field.
The subform on this form called [frmVibrationMagnitude] holds test data for each tool. I want to be able to add a record for each tool for each test. At the moment it only lets me add one per tool. If I try and add more than one record for a tool I get an error message telling that I am duplicating information in the PK, index or relationship.
I have tried all day to solve this and can't proceeed without it working. Can anyone help. I've attached the zipped version of the DB.
Thanks
View 10 Replies
View Related
Dec 1, 2005
hi all
basically i want to have a button that opens up a form that links to the record i'm currently viewing. But then i want to be able to navigate to the other records, in access when you use the wizard to find specific data on a form it doens't then let you navigate to the other records
anyone got any ideas
cheers
Andy ;)
View 3 Replies
View Related
Aug 28, 2014
Users are too lazy to check whether a patient record exists or not. Consequently, we have a number of duplicate records that I would like to merge.
My problem is finding a way of linking 2 subforms to a parent that is not based upon a query.
On the parent form, I want two Comboboxes called 'Patient_to_Keep' and 'Patient_to_Discard'.
The two subforms called Frm_DUP_Patient1 and Frm_DUP_Patient2 should then display the data of the respective combo boxes.
Once I have this working, I can write the necessary code to compare and update the data as required.
View 5 Replies
View Related
Oct 8, 2012
I am trying to put together a database that tracks individual clients and what products they selected for a finance company. I have setup the CLIENTS list but because each client will have different (and multiple) services I wanted to add the SERVICES list as a separate item and then link each product to the individuals that each record relates to. There may also be two clients on the one product so again it would be ideal if the product (i.e a Home Loan product) was setup in the SERVICES list, and then I could link One or Two clients to that individual mortgage record using their data which is stored in the CLIENTS list.
View 2 Replies
View Related
May 19, 2005
Ok...I have an issue that I don't know how to resolve.
I have a table called 'orders' in the orders table there is a place for " quantity', 'colours' and per unit. The cost per unit is based on quantity and colours.
For example: 12-35 shirts 1 colour are $2.85 per unit. 12-35 2 colour are $3.50 and so on.
I would like to be able to put in the quantity and # of colours and the Unit price fills in a field.
I don't know how I can accomplish this.
View 2 Replies
View Related
Sep 4, 2006
I have created an Access database application that is stand alone for each account manager/client at our business except for one table that I want shared as a source of data across all separate databases that are created.
I've investigated automatic Database Splitting and this works, except I only want the one table to be split and the others remain unique to each database.
I tried exporting the table in question to another Access database and then linking the table into each other database, this seems to work except that referential integrity can't be set up as it was. Is there any way to keep the integrity between the external database and the databases it links to?
Thanks in advance for any advice.
View 1 Replies
View Related
Jan 20, 2005
Hoi,
I'm using 2 databases. The first is my working database (LiTiMA.mdb) the second database (LiTiPA.mdb) is just for the password table.
There is no link between the 2 databases. But when I open a form for editing the password in LiTiMA, a connection need to be created between the 2 databases.
If the form is closed the connection need to be removed.
Does someone know how to do this?
thanks
Koen
View 4 Replies
View Related
Oct 30, 2006
I have an access dbase trying to link a paradox table. I have Office 2003 and BDE 5.01 was installed on my machine. When I try to link to a paradox table its giving me an error "Unexpected Error from xternal database driver (11265)". On the other hand, I have Office XP on my laptop and BDE 5.01 installed, I tried to link to a paradox table and it works. :eek: :confused: What can I do to link to a paradox table using Office 2003? :confused:
View 1 Replies
View Related
Apr 1, 2008
Hi there,
The aim of this (as part of a bigger solution) is to create an entry system where users can enter jobs in, assign a resource to the job and give the resource a cost. The conditions are that resources can be on more than 1 job, more than 1 resource can be on a job.
Obviously entering in resources manually is not a good solutioon (eg having 20 resource fields) as it is now. I want to create a relation between tables to achieve something better.
Let's say I had (for illustration sake) 2 tables, one which is a list of people and one which is a list of jobs. I want to be able to assign a person to a job for x amount of time (defined by a start date and end date in the job table) at cost y.
So we could have a field for the people table which would relate to the job id and a field for rate in the job db. However, people can be on more than 1 job (eg after doing one they do another) and there can be multiple people on a job (having one field for rate rendering it useless)
How can this be done in the most efficient way so that any job could be looked at historically and have the relevant rates etc? Would I have to create another table with rates relating to the job ID and person ID? This would allow for multiple resources per job and to have a rate assigned for each resource.
eg if person ID = 1 and job id = 1 then fetch rate etc and display in a list, and to calculate total cost simply sum all rates where job id = 1?
Thanks
View 3 Replies
View Related
Nov 18, 2006
Hi guys,
I have been linking text delimited file to my Access table. The text delimited file is generated by a report run by our in-house system. I've been able to do this. Now, I want to learn how to link a datawarehouse (ODBC?) cube to Access. Is there a tutorial somewhere I can perhaps start? I tried to search this form by typing "Linking datawarehouse" I only found one post.
Thanks
View 6 Replies
View Related
Sep 25, 2007
I am pretty new to creating relationships between tables. I have a main form with subforms embedded. I tried running queries from the main form and they run just fine. I also run from the tables linked to the subforms just fine. however, when I try to run a query for a report that takes data from the main form and joins with data from the tables linked to the subforms all the data cells are blank. I have a linking table which is also blank. All the forms are linked by the same program ID number. Any ideas on how to resolve this? Thanks
View 14 Replies
View Related
Jan 2, 2006
When running a query i have created an expression which is simply 2 fields joined together. JOBLOC:[JOB]&[LOCATION]. I want to link this expression with a field in a second table [SCOPE], but for the life of me can't remember how i did it. Either in query design or SQL.
Thanks for your help!
View 1 Replies
View Related
Jan 30, 2007
Hi.
I have a table with Basic Client Data including their program start date.
One type of service they might, but not necessarily, get is job training. So I have a Training table.
I need a query that will show all client's names (found in Basic Client Data) with a specific start date but exclude anyone who has a specific job training service.
How to set up?
Russ
View 1 Replies
View Related
Apr 10, 2005
Hi there,
I just added a new field to a table but i now need to add the field into a form so the table can be update. However when i open the field list to assign/bind the control the new cloumn is not present on the field list.
How do i add a new field which i have entered in the table to the field list?
Thanks Mark Flavin
View 5 Replies
View Related
May 28, 2005
Hi, i'm trying to get a field to only allow data to be entered that is in a table
e.g. i have a table which has a list of country dialling codes in it. In my form i want to only allow valid country codes to be entered-i.e. the ones which are in the table?
Ive tried coming up with different validation rules but cant seem to do it
Can anyone help?
View 2 Replies
View Related
Sep 15, 2005
I am creating a Risk Management Database at work. I have created a tab with options to choose, as to log the risk relevant.
i.e. I have a catagory, subcatagory and then Risk boxes
When saving the record it will save the risk but it will not save the catagory, and the subcatagory options choosen? I have a seperate table for this information to appear, Does anyone know how I can make this happen without stopping it from shortening the catagories down.
I hope this make sense. I am sorry I am a little rusty in Access 2003.
Thanks,
View 1 Replies
View Related
