click item, see more info

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  • Catherine Jo Morgan

    click item, see more info

    How do you set up a form or report so that it's possible to click on a field
    and see more details? This is a feature in most accounting programs, for
    example. In a profit and loss report, you can click on a category total and
    get a list of the relevant transactions in that category, for that time
    period.

    If you can tell me what this is called, or the basic steps involved, maybe I
    can get the step by step instructions from a book. Right now I just need a
    lead. TIA


  • Bob Quintal

    #2
    Re: click item, see more info

    "Catherine Jo Morgan" <cjmorgan@hemc. net> wrote in
    news:kuGdnZkl5c iTUV2iRVn-gw@hemc.net:
    [color=blue]
    > How do you set up a form or report so that it's possible to click on a
    > field and see more details? This is a feature in most accounting
    > programs, for example. In a profit and loss report, you can click on a
    > category total and get a list of the relevant transactions in that
    > category, for that time period.
    >
    > If you can tell me what this is called, or the basic steps involved,
    > maybe I can get the step by step instructions from a book. Right now I
    > just need a lead. TIA
    >
    >
    >[/color]

    The principle is "Drilling Down" and you create a new form to show the
    details fields, then set up an On Click event in the parent field (or a
    separate "show details" button beside the field that calls the new form
    with the where clause set to filter only for the current value of the
    parent record.

    e.g. Docmd.openform "new form",acNormal, ,"[keyfield] = """ & me.keyfield
    & """",acFormRead Only

    Bob Q.

    Comment

    • Larry  Linson

      #3
      Re: click item, see more info

      "Catherine Jo Morgan" wrote
      [color=blue]
      > How do you set up a form or report
      > so that it's possible to click on a field
      > and see more details? This is a feature
      > in most accounting programs, for
      > example. In a profit and loss report,
      > you can click on a category total and
      > get a list of the relevant transactions in
      > that category, for that time period.[/color]

      You can do this in a Form, but not in a Report... Reports are not intended
      to be interactive; Forms are. Bob gave you some basics, but I'd recommend
      using the DoubleClick event... in some cases, you may want to Click into a
      Control to change the value.

      You'll find an example of doing this in the sample image-handling databases
      that you can download from http://accdevel.tripod.com... in that case,
      double-clicking on any field in the continuous view will open the detail
      form (the method is the same for drill-down).

      Larry Linson
      Microsoft Access MVP


      Comment

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